Money Advice Administrator

Money Advice Assistant 

As the need for Free Advice services continues to soar, we are seeking Volunteer Assessors to help meet this ever growing demand. As the first point of Advice Contact, you will help clients understand the issues they are facing and work with them to find the best way to move forward with their issue. This could be helping them navigate our information pages to understand their rights or responsibilities; or referring to further advice through internal appointments or other organisations. 


What the Volunteer will do: 

Support Debt Advisors in carrying out the delivery of high-quality debt advice by carrying out non-specialist tasks related to providing the service 
This includes: 

  • Completing initial client assessments by; interviewing clients, identifying emergency situations and ensuring clients can access the appropriate support to resolve their problem 
  • Completing straightforward forms, either paper or online versions to support the client in claiming charitable help or accessing additional support from key service providers such as utility companies 
  • Collect information from creditors and utility companies to support the work of Debt Advisors 
  • Drawing up a personal budget of the client’s income and expenditure including by helping the client to access relevant information such as income and benefit details 
  • Where appropriate, following up with clients to ensure they provide key information in a timely manner 
  • Key admin tasks including follow up work with clients and closing of cases when appropriate 
  • Supporting Debt Advisors with the preparation of standard letters and administering the case system 
  • Passing on client messages and be the first port of call for clients returning to the service 


You don’t need specific qualifications or skills but you’ll need to: 

  • Awareness of, and ability to, understand and empathise with clients from a diverse range of backgrounds and disadvantaged groups living in the community
  • Ability to remaining non-judgmental
  • Ability to provide outstanding customer service
  • Ability to use sensitive listening and questioning skills to get to the root of the issues and empower clients, whilst maintaining structure and control of meetings
  • Ability to work as part of a team and be open to receiving feedback and learning from others
  • Ability to give and receive feedback objectively and sensitively
  • Understanding of the debt advice model with proven casework skills and experience of dealing with complex and challenging cases
  • Ability to manage own time and meet deadlines
  • A commitment to continuous professional development, including a willingness to develop knowledge and skills in advice topics 

What’s in it for you: 

  • make a real difference to people’s lives 
  • make a real difference to people’s lives 
  • learn about a range of issues such as benefits, debt, employment and housing 
  •  build on valuable skills such as communication, listening and analysing 
  • increase your employability 
  • work with a range of different people, independently and in a team. 
  • have a positive impact in your community. 

And we’ll reimburse expenses too. 

Mr/Mrs/Miss/Ms etc.
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Please include if possible, dates including the date the problem started, the last time the event occurred, date of dismissal if appropriate, dates of any hearings.

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