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Money Advice Worker

Ref no.:MAW/CDS/019
Closing date:01/02/2021 10:00 am
Interview date:11 January, 2021
Location:Victoria, London
Contract:12 Month Fixed Term
Salary:£27,041 pa (NJC Scale point 15) inc LW + pensions and other benefits
Hours:35 hours per week excluding breaks.
Your normal hours of working will be Monday to Friday with occasional evening work. You will be required to work weekends on a rota basis from 8.30 a.m. until 12.30 pm one weekend in 8 or 1 weekend in 4 either a Saturday or Sunday
Job overview:

The Passage has been delivering Money Advice services to clients since 2004 and has a longstanding relationships with Financial Institutions. We are currently seeking an experienced Money Advice Worker to enable us to deliver this much needed service to our clients. The Money Advice Worker will assist clients to be better able to manage their finances and to ensure their income is maximised including identifying which benefits they are entitled to and by engaging in therapeutic group work. This post sits within our Client Development Team consisting of Employment and Training services, Mentoring, Welfare Rights, Destitution services, Immigration legal services, Private Rented Sector Housing support and the Irish client’s service

Please note:

An enhanced DBS check is required as this position will involve working directly with adults at risk

Job purpose

  • Carry out client assessments and formulate action plans aimed at maximising their income and minimising their debts.
  • Together with the Group and Engagement Worker, setup and run appropriate groups for instance: Gambling, Budgeting and Money management
  • Assist clients with basic debt advice and help them talk to creditors, debt recovery agencies, fines officials, benefit deduction orders, the child maintenance service and other like bodies.
  • Assist clients to open bank accounts and reactivate dormant accounts where appropriate.
  • Assist clients to assess their pension entitlements via the BR19 service.
  • Assist clients to recover any outstanding assets due to them.
  • Assist clients by performing ‘better off calculations’ so that they can tell how much they need to earn or earn and claim in order to make employment economically viable.
  • Identify with clients when this level of Money Advice is insufficient and refer to appropriate alternative services.


  • This person specification sets out the essential abilities and qualities which are used in the selection criteria for the post. When completing your supporting statement please address criteria E1 to E7 and K1 to K8 demonstrating your understanding and knowledge, and give evidence of your experience and abilities.


  • E1: Experience of delivering money advice on a one to one level.

  • E2: Experience of working with people who exhibit challenging behavior.

  • E3: Experience of working with and referring to partner agencies.

  • E4: Experience of devising and monitoring personalized action plans with clients.

  • E5: Experience of advocating on behalf of clients.

  • E6: Experience of delivering training to groups

  • E7: Experience of delivering a service in a psychologically informed way


  • K1: Intermediate level knowledge of the benefit system, particularly ESA, JSA and Universal Credit.

  • K2: Knowledge about working with monetary addictions like impulse buying and gambling.

  • K3: Knowledge of the Credit Services Agency, code of practice.

  • K4: Knowledge of different types of bank accounts particularly, basic bank accounts, jam jar accounts and Post Office Card Accounts.

  • K5: Knowledge of debt management, particularly Individual Voluntary Agreements and other less formal repayment plans on the market.

  • K6: Knowledge of the causes of debt, particularly high interest loans, fines etc.

  • K7: Intermediate to Advanced knowledge of Microsoft Office.

  • K8: Knowledge of requirements of supporting people and psychologically informed ways of working

Apply online

1 Personal details
2 Education
3 Employment
4 Experience
5 Other info
  • Personal details

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