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Debt and Money Advisor

2 months ago

Worcester, United Kingdom Royal British Legion Trading Ltd Full time
About the Role

We are seeking a skilled Debt and Money Advisor to join our team at the Royal British Legion Trading Ltd. As a Benefits, Debt and Money Advisor, you will play a vital role in providing specialist debt and money advice to individuals in need.

Key Responsibilities
  • 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 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.
  • 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.
Requirements
  • Living within the Southwest Midlands area and having a driving license and access to your own vehicle is essential in being able to undertake this role.
  • This role will be home-based with occasional travel for team meetings and training throughout the region, in addition to home visits and tribunal representation throughout the region when required.
  • We do cover travel expenses.
  • This position is also subject to pre-employment checks including an Enhanced DBS check.
About the Royal British Legion Trading Ltd

Our Benefits, Debt & Money Advice Service at the Royal British Legion Trading Ltd is unique:

  • We are self-funded, which means we are not subject to funding constraints or time limits.
  • We are holistic in our approach, providing support for the whole person, not just their financial situation.
  • We are connected, working from home as part of a strong Regional & National team.
  • We are dynamic, constantly improving our expertise through training to ensure we are providing the best quality service to those we support.
What We Offer

We pride ourselves on supporting our people and their wellbeing, with a package including:

  • Generous paid holiday allowance
  • Pension scheme contributions
  • A range of optional benefits and discounts