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Debt and Money Advisor

2 months ago

Shropshire, United Kingdom Royal British Legion Full time
About the Role

We are seeking a skilled Debt and Money Advisor to join our team at the Royal British Legion. 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 – 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.
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

The Royal British Legion is a unique organisation that provides specialist debt and money advice to individuals in need. We are not limited by external funding constraints or time limits, and we are not bound by external targets. Our services are holistic, and we always want to support the whole person. We have our own services which support with areas such as drug and alcohol, homelessness, and dementia, and importantly, we provide funding directly to pay off priority debts and insolvency fees.

What We Offer
  • A generous paid holiday allowance and pension scheme contributions.
  • A range of optional benefits and discounts.

We are committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics and aim to operate an inclusive recruitment process.