Benefits, Debt and Money Advisor - England - Royal British Legion

    Royal British Legion
    Royal British Legion England

    20 hours ago

    Default job background
    Description

    Join Our Dynamic Team

    As a Benefits, Debt and Money Advisor at the Royal British Legion, you will provide expert guidance to those facing financial difficulties.

    Key Responsibilities:

    • Provide specialist debt casework, ensuring compliance with FCA regulations.
    • Conduct benefit calculations and maximise income opportunities.
    • Provide specialist level welfare benefits casework including the preparation of written submissions and representation at first tier tribunal (full training provided when progressing to dual specialism).
    • Advocate for clients by drafting letters, gathering medical evidence, and researching case law.
    • Maintain accurate case records for continuity, reporting, and analysis.
    • Build strong relationships with MOD, DWP, NHS, local authorities, and service charities.
    • Stay up to date with changes in debt and social security legislation.
    • Deliver a holistic, person-centred service, ensuring coordinated support.
    • Manage referrals and caseloads to provide timely assistance.

    About the Role:

    This is an exciting opportunity to join our dynamic team at the Royal British Legion. As a Benefits, Debt and Money Advisor, you will work from home as part of a strong Regional & National team and manage your own diaries accordingly.

    Requirements:

    • Experience in debt advice and FCA compliance.
    • Knowledge of welfare benefits and benefit calculations.
    • Ability to manage your own caseload.
    • Proficiency in Microsoft Office and case management systems.
    • Money Advice Practice Certificate (or equivalent) or debt advice experience.
    • Accredited / Associate Membership of the Institute of Money Advisors.

    What We Offer:

    The role offers a holistic Benefits & Debt advice service, with the expectation that the successful candidate will develop knowledge, skills & experience in welfare benefits (full training and supervision provided) to be able to support clients in challenging social security benefit decisions via the appeals process.

    We offer a range of employee benefits, including 28 days' paid holiday, generous pension contributions, flexible working options, and more.

    Why Join Us?

    The Royal British Legion is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics and aim to operate an inclusive recruitment process.

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