Adviceline Freephone
0808 278 7808
Monday to Friday 9am to 4pm

Financial Capability Adviser

The role

  • complete an introduction to Citizens Advice and training for your role
  • talk to clients over the phone, face to face, or online to explore what problems they’ve come for help with
  • provide advice on income maximisation, budgeting and obtaining best value for essential services
  • signpost and refer clients to other services when necessary
  • write a summary of the clients’ problems and what action you’ve taken

What’s in it for you?

  • make a real difference to people’s lives
  • build on valuable skills such as communication, listening and problem solving
  • 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.

What do you need to have?

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

  • have a good level of written and spoken English and the ability to explain information clearly
  • have good IT skills and the ability to use databases and navigate websites
  • have a good level of numeracy
  • be accurate in recording
  • the ability to support clients in creating a budget sheet and action plan
  • the ability to work as part of a team
  • be willing to undertake training in your role

How much time do you need to give?

Ideally we ask for 8 hours per week, for at least 12 months.

We can be flexible so come and talk to us.

Valuing inclusion

Our volunteers come from a range of backgrounds and we particularly welcome applications from disabled people, people with physical or mental health conditions, LGBT+ and non-binary people, and people from Black Asian Minority Ethnic (BAME) communities.


If you are interested in becoming a financial capability adviser and would like to apply or discuss flexibility around location, time, ‘what you will do’ and how we can support you please contact us.

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