Financial Capability Adviser

Reporting to: Money Advice Supervisor 

Hours: 36 per week (may be occasionally required to attend events outside of  normal office hours but time off in lieu arrangements in place) – 25 days annual leave 

Salary: £25,900+ up to 5% pension  

Location: Hybrid working from home, office and various outreaches in St Helens. 

Context of role: This role is to assist primarily single parents in the St Helens area by working in partnership with the United Utilities Trust Fund. The role will consist of identifying unclaimed benefits and supporting our clients to find solutions to the problems they present, assisting the client with grant applications, providing energy advice and if needed referring the client for specialist debt advice. In short you will be making a real difference to people’s lives every day. 

Role purpose:  Co-ordinate access to advice for allocated clients who are at higher risk of disengaging from advice services and assist them throughout their advice journey. Improve financial wellbeing by checking clients are in receipt of the correct welfare benefits, identifying and making grant & trust fund applications as appropriate, and advising on other income maximisation options.  You will help clients prepare a household budget and support them in gathering up-to-date financial information in preparation for appointments. Research and explore options and implications so that clients can make informed decisions 

Closing date for applications: 12.00 noon on Friday 10th January 2025 

Interview date: Thursday 23rd January 2025 

If you want to chat about the role further, you can contact Susan Pritchard by emailing susan.pritchard@casthelens.org.uk   

Financial Capability Adviser – Application Form

Financial Capability Adviser – Job Pack