Money Advisor

5 days ago

Liverpool L PL, United Kingdom Raise Limited Full time £27,995 - £29,602 per year

Job Summary

We are seeking a dedicated and knowledgeable Money Advisor to provide expert debt advice and financial guidance to clients. The successful candidate will assist individuals in managing their finances, planning for future needs, and making informed financial decisions. This role offers an excellent opportunity for those passionate about financial services and planning to make a positive impact on clients' financial wellbeing. The position is paid and suitable for candidates with a strong interest in helping others achieve their financial goals.

About us

Established in 1999 Raise is an anti-poverty charity offering face-to-face and telephone advice and support for welfare benefits, debt and financial capability at a specialist level. We work in the heart of the community in partnership with local agencies to deliver holistic financial inclusion and income maximation.

This is an opportunity to be involved in delivering money advice and support in our local communities.

We need an enthusiastic and highly motivated individual with a passion for supporting and empowering individuals to improve their financial sustainability. You will have the ability to relate and work with a large variety of different people on a 1:1 basis, delivered face to face or by telephone.

You will be working within a team of Money Advisors to deliver an advice and caseworker service under the Money and Pensions Service quality standards framework.

About you

You will:

be experienced and knowledgeable in giving Debt Advice to clients and working to quality standards and funder requirements.

have great communication skills and be able to work under pressure to achieve targets and outcomes with minimum supervision.

provide an effective Money Advice casework service.

be confident, motivated and willing to try new things.

work to MaPS, Quality of Advice Framework, ensuring that clients receive their full entitlement to all benefits, appropriate financial capability support and experience a positive customer experience.

Advice sessions will be a combination of telephone, outreach, and home visiting.

Raise offers a flexible working pattern, and a blend of home working and office based.

ADDITIONAL INFORMATION

Annual Leave: Staff will be entitled to a basic 23 days leave each year plus public holidays. In addition to the basic entitlement all staff may qualify for the following long service holidays:

3 years continuous service - 3 days

5 years continuous service - 5 days

Pension: Employer will match employee's pension contributions up to a

maximum of 6%

Confidentiality: The post holder is required to respect the confidentiality of all matters relating to Raise, its staff, volunteers and clients

Probationary Period: Subject to satisfactory completion of a 6 months' probationary period.

This post is subject to a Disclosure & Barring Service (DBS) Check.

Job Types: Full-time, Part-time

Pay: £27,995.00-£29,602.00 per year

Expected hours: 21 – 35 per week

Benefits:

  • Company pension
  • Flexitime
  • Free parking
  • On-site parking

Experience:

  • Providing debt advice: 1 year (preferred)

Work Location: Hybrid remote in Liverpool L5 2PL

Application deadline: 23/12/2025

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