Vacancy at Citizens Advice Bury & Bolton
Money Advice Adviser
Salary
£ 23022-27500
Bolton
Vacancy listed
16/05/2025
Application deadline
06/06/2025
Details
Citizens Advice Bury & Bolton (CABB) is a leading provider of legal advice and information, supporting thousands of clients every year. We are a busy, client focused and dynamic service with a track record of delivering high quality advice face to face, over the phone and digitally.
Our communities are facing unprecedented challenges with rising costs. The rising cost-of-living continues to directly impact individuals and families, with more people than ever in negative budgets and debt.
Our Money Advice team provide support and empower vulnerable clients to manage their income, maximise income and assess their best strategies and options to address debt issues long-term.
This is a fantastic opportunity for personal and professional development, where you will be fully trained and supported in this role, both through national ‘classroom’ based training, on the job shadowing and internal training, and other development opportunities, including opportunities to obtain the Certificate in Money Advice Practice (CertMAP); the leading debt advice qualification for debt advisers in England, Wales and Northern Ireland. While some knowledge and experience in advice is desirable, it is not essential due to the training provided.
Key tasks within this role include;
This is a fantastic opportunity for personal and professional development, where you will be fully trained and supported in this role, both through national ‘classroom’ based training, on the job shadowing and internal training, and other development opportunities, including opportunities to obtain the Certificate in Money Advice Practice (CertMAP); the leading debt advice qualification for debt advisers in England, Wales and Northern Ireland. While some knowledge and experience in advice is desirable, it is not essential due to the training provided.
Key tasks within this role include;
- Provide high quality money & debt advice to clients, assessing and effectively diagnosing clients’ money advice and debt needs; delivering one-off specialist money advice and casework.
- Guide and empower clients – explaining options and implications to help clients make informed decisions about their next steps
- Advise clients on sustainable budgeting, income maximisation and money management, in line with Financial Conduct Authority (FCA) guidance.
- Support client to maximise household income – referring for additional/ ongoing support in line with referral pathways.
- Communicate and negotiate with creditors to achieve sustainable repayment agreements. Support client to apply for assistance, charitable grants and make appropriate referrals where appropriate.
- Process charitable applications, collect and review evidence.
- Maintain clear case records for the purpose of continuity of casework, information retrieval, and statistical monitoring and report preparation (using national case management system, Casebook).
Application process
To view the full job pack (including role description and person specification) please click this link
Please submit copy of CV and Cover Letter as set out in job pack.
Interviews will be held w/c 16th June 2025
At CABB, we value diversity, promote equality and challenge discrimination. We encourage and welcome applications from people of all backgrounds. We particularly welcome applications from disabled people, people with physical or mental health conditions, LGBT+ and non-binary people, people from racially minoritised communities and people with lived experiences.
If you would like an informal conversation about this role or the application process, please email us directly at jobs@cabb.org.uk