Trainee Money & Debt Specialist Adviser

Closing date: Thursday, 15 October
Salary: £27,477 (pro rata if part-time)
Contract type: Full or part time
Location: Yeovil, Taunton or Bridgwater
Citizens Advice Somerset logo: blue text with a blue speech bubble

Begin a career in the money/debt advice sector providing life changing help for those struggling with money worries...

Trained through industry qualifications (paid for by Citizen’s Advice) and mentored by their experienced debt caseworkers you will learn from the best. Training will run for a 12-month period, during this time you will complete the taught modules, shadow debt advice sessions, assist debt caseworkers and move into supervised debt advice when ready. 

This is a rewarding role supporting people in Somerset with money, debt, budgeting and income maximisation advice. Successful debt specialists are confident, empathetic and exceptionally good at working to very high standards of accuracy and detail.   The core skills they’re looking for are: 

1. Excellent interpersonal, communication and customer service skills. A clear and confident communicator able to support our clients in a respectful and sensitive manner and help navigate them through what can be a challenging process. 

2. Confident working effectively in a busy organisational environment, working to tight deadlines with high levels of accuracy and attention to detail.

3. Experienced and competent use of IT systems, cloud-based software and other office applications – including Word and Excel. 

4. The ability to maintain accurate and professional records and follow regulated procedures and data processing activities to the standards of the financial conduct authority (the Regulator)

5. Demonstrable evidence of excellent written and administrative skills (drafting professional standard client and creditor communications.

6. High standards of numeracy and literacy and a level 2 English and Maths equivalent .

7. Ability to work effectively as part of a team and to use your initiative to prioritise work whilst also supporting colleagues with their workload.  

8. An awareness of confidentiality and data security, with the ability to uphold policies and working practices to the highest professional standards.

9. An understanding of, and commitment to, the aims, principles and policies of the Citizens Advice service and the positive value of equity, diversity and inclusion .

10. An ability and willingness to attend a main site once per week and to travel and attend meetings, training sessions or to provide advice appointments with prior notice.

11. A commitment to completing training to the scheduled timetable and demonstrable ability to learn in a working environment.

If you think this sounds like you, find out more and apply by visiting their website. 

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