General Adviser With Specialism In Money Advice

Lowestoft, ENG, GB, United Kingdom

Job Description

Location

: East Suffolk

Term:

Permanent

Closing date:

4th August 2025

Salary:

25,520 pa

Hours:

37 hours per week

We welcome applicants from across East Suffolk, as we operate from five office locations throughout the area.

About the Role



We are looking for a

self-motivated, organised and adaptable

General Adviser to join our team under various projects including working within our money advice team. In this role, you will provide advice across a range of topics, assisting clients over the phone, virtually, face-to-face and at outreach locations. You will deliver

generalist-level advice and information

ensuring clients receive the support they need to navigate complex issues. You will also provide

specialist debt and money advice

, ensuring clients receive the guidance they need to manage their financial situations effectively. You will also act as a resource for generalist advisers and contribute to improving service delivery. We will train you to provide advice at casework level under the various projects we have.

Your responsibilities will include:

Providing advice on a wide range of topics. Delivering a high-quality, compliant money advice service in line with Citizens Advice standards. Assisting clients with completing paper and digital forms, providing financial statements and supporting clients with advocacy and formal submissions. Assisting clients with income maximisation, benefits, budgeting and tax. Negotiating with creditors, statutory bodies and other organisations on behalf of clients. Making referrals to internal and external services. Being proactive at community engagement events. Attending where possible to show the work we are doing in order to connect with partners and clients. Recording client interactions, outcomes and referrals electronically.
This role requires

digital proficiency

, as well as the ability to work independently and as part of a team in a

fast-paced, client-focused environment.



Key Requirements



Essential:



Strong IT skills, with the ability to support the delivery of advice. Excellent negotiation skills, with the ability to liaise with creditors, statutory bodies and other organisations. Confidence in encouraging and assisting others to use online systems and resources for self-help. Excellent interpersonal skills, including sensitive listening and questioning, to understand and address client needs. Strong research, analytical and problem-solving abilities to interpret complex information and present clear reports. Awareness of barriers individuals face in accessing services. A solid understanding of equality, diversity and inclusion in service provision. Ability to provide constructive feedback and engage in open, respectful discussions. Effective verbal and written communication skills. Proficiency in maintaining accurate case records and working within quality assurance frameworks. Ability to work both independently and as part of a team. Willingness to learn, develop skills and adapt to evolving service needs. Awareness of social issues and their impact on clients. Ability to support research and campaigns by gathering and sharing relevant client information. Commitment to the aims and principles of

Citizens Advice

and its equal opportunities policies.

Desirable:



Fully trained as a Generalist Adviser within

Citizens Advice

or experience in providing

specialist money and debt advice

.

About Us



Citizens Advice East Suffolk is a

trusted charity

providing

free, confidential and impartial

advice to those who live and work in the area. Our dedicated team includes paid staff and over

50 trained volunteers

, working together to empower people with the knowledge and confidence to tackle life's challenges.

We are the

leading provider of advice and advocacy services in East Suffolk,

with offices in

Lowestoft,

Beccles, Leiston, Woodbridge and Felixstowe

and outreach locations in

Bungay, Halesworth, Saxmundham, Woodbridge, Wickham Market, Framlingham and Martlesham.



How to Apply



Please contact Kat Adams at kadams@caes.org.uk by 4th August for an application form.

Please note that CVs will not be accepted.



The position may close early if we find a suitable candidate or have a high volume of applicants.

Job Types: Full-time, Permanent

Work Location: In person

Application deadline: 04/08/2025

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Job Detail

  • Job Id
    JD3403817
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Lowestoft, ENG, GB, United Kingdom
  • Education
    Not mentioned