Debt and Money Advisor, Midlands and Wales

2 months ago


Hereford, United Kingdom The Royal British Legion Full time

**The Role**

At the Royal British Legion, we believe in building on potential. As a Debt and Money Advisor, covering the Gloucestershire, Herefordshire, and Worcestershire region your ability to ability to provide specialist debt and money advice, could have a real impacton people’s lives. Living within the region specified, having a clean driving license and access to your own vehicle is essential in being able to undertake this role.

At its heart, RBL is a people organisation. People who want to do the very best for others, while at the same time making the most of the opportunities and experiences, we offer them.

We are the country’s largest Armed Forces charity, with 210,000 members, 50,000 volunteers and a network of partners and charities; helping us give support wherever and whenever it’s needed.

If successful, the main duties of your role will be:

- Manage referrals and ongoing caseload to ensure clients receive appropriate and timely support.
- Provide specialist level debt casework, advising on legal position and all suitable options debt options, maintaining professional advice standards in line with the Financial Conduct Authority.
- Carry out benefit calculations and income maximisation through the take up of appropriate benefits, identifying and advising on entitlement - full training provided.
- Act for the client where necessary; drafting letters, obtaining medical evidence, and researching case law as appropriate.
- Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring, and report preparation, using the IT software provided.
- Develop and maintain local contacts with agencies and charities associated with debt and benefit issues. These will include MOD, DWP, NHS, local authorities, and service charities.

**About the Royal British Legion**

Across the country, in every city and on every street, RBL is there to support our Armed Forces community.

It's this mission, this scale, this challenge, and the values we all live by, that makes the RBL such a fulfilling place to thrive.

If you want to give your days meaning. To put your passion into a role with real impact. To support people and be supported yourself. In an inclusive team that faces every challenge together. Whatever your interests and ambitions, whatever your background,we think you’ll find a role here that works for you, with career opportunities right across the UK.

**Diversity Statement**

We believe that the compassion, understanding, and service we show each, and every individual should be reflected in the way we all support, respect, and include every individual who works with us. We want everyone involved in our work or receiving our services,to feel proud to contribute to or be part of a diverse and inclusive organisation.

We recognise that we still have a long way to go to ensure that we make the RBL a truly great and inclusive organisation to work for and be part of so we have set out our commitments to provide a clear path to deliver this ambition. We will keep listening,learning, and sharing our progress and impact.

**How to Apply**

**Closing date for this role is: 19/02/2023


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