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Money Advice Assistant

CONWY DISTRICT CITIZENS ADVICE BUREAU
23,960 per year
Leigh / Wigan and across Wigan Borough
Full-time
9th March 2026
Listed today

Money Advice Assistant

Apply before 8am on 9 March 2026.

Job summary

  • Salary
  • £23,960 - £24,449
  • Location
  • Leigh / Wigan and across Wigan Borough
  • Workplace
  • Office based
  • Contract
  • Fixed term contract, until 31 March 2028
  • Hours per week
  • 36.25

How to apply

You can check for more information and how to apply.

Interviews will take place on 16 March 2026.

About the role

● Complete debt assessments with clients accessing or referred into, the service

● Book appointments and send appointment reminders to clients

● Add notes to client databases

● Undertake end of client interview administrative activities, including completing and sending case summary documents to clients

● Emailing/posting budgets, financial statements, information sheets and correspondence

● Completing Trust Fund and other grant applications, where required

● Completing Housing Payment applications with clients if required

● Monitor the action log to ensure that outstanding actions are completed

● Respond to client contacts by email or WhatsApp, ensuring that any documentation received is added to the casenote and that the adviser is notified of such

● Receive post in, ensuring it is scanned and added to case records and that advisers are notified accordingly

● Support service development by gathering client feedback, reporting instances of dissatisfaction and maintain feedback and service monitoring databases

● Undertake general administration and receptionist duties, as required to support the team and cover for staff absences

● Ensure that all monitoring information is collated and reported on, as directed

We’re Disability Confident

Disability Confident is a government scheme that supports employers to improve how they recruit, retain, and develop disabled people.