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Financial wellbeing adviser

Swindon
Citizens Advice
Wellbeing advisor
Posted: 15h ago
Offer description

We are recruiting 3 new Financial Wellbeing Advisers:

* Energy Mentor x1
* Energy & Debt x1
* Generalist x1

Are you passionate about helping people navigate financial challenges?

This isn't just a job; it's a chance to transform lives. You'll be on the frontline, proactively tackling financial insecurity and fuel poverty head-on. You’ll empower our clients and champion financial wellbeing across Swindon!

You’ll provide multi-channel advice, including outreach events and home visits focusing on Income Maximisation, debt advice, energy advice, and budgeting support.


Key Responsibilities

* Provide generalist information and advice, with a focus on income maximisation and energy advice.
* Conduct client interviews face-to-face, over the phone, and during home visits.
* Educate individuals and groups on efficient energy usage and budget management.
* Support diverse communities with sensitive listening and questioning skills.
* Research and apply for local solutions like food bank or fuel vouchers.
* Promote the project at external events and deliver group education sessions.
* Monitor advice inquiries to contribute to research and campaigns.


Who Are We Looking For?

* A natural at unpicking complex issues and supporting people in crisis.
* An expert listener with honed listening skills ready to empower clients.
* Exceptional organisational skills and a "can-do" attitude.
* A genuine interest in community engagement.
* Tech-savvy and digitally fluent.
* A team player who can commit to Citizens Advice principles.
* A commitment to ongoing training, including passing the City and Guilds NEA Level 3 Energy Awareness exam within two months of starting (we'll help you get there!).


Bonus Points For (but not essential!):

* A good understanding of fuel poverty and financial challenges.
* City and Guilds/NEA Energy Awareness qualification.
* Experience providing generalist advice on energy, welfare benefits, or debt.
* Certificate in Generalist Advice Work or equivalent.

You don’t have to be the finished article; if you have the drive and the right attitude, we’ll help you develop your skills.

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