Benefits, Debt and Money Advisor

Location: Derbyshire, Leicestershire, Midlands, Northampshire, Nottingham, Shropshire, West Midlands - Homebased (National)

Job Title

Benefits, Debt and Money Advisor (Homebased - National)

Salary

£30,170 per annum (inclusive of Market Supplement)

About the Role

Are you ready to make a real difference in people's lives by providing specialist debt, benefit, and money advice? This is an exciting opportunity to join our dynamic team at the Royal British Legion.

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

Qualifications

• 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

Travel & Working Conditions

The role is homebased with occasional travel required throughout East and West Midlands. Living within this region, possessing a driving licence and access to a vehicle is essential. Travel to tribunal locations, home visits, team meetings and national BDMA Service events (usually in London) is required. Travel expenses are covered.

Pre Employment Checks

This position is subject to pre employment checks including an Enhanced DBS check.

Employee Benefits

• 28 days paid holiday (plus bank holidays) with optional annual leave purchase of up to 5 working days
• Enhanced paid maternity, paternity and adoption leave
• Generous pension contributions, with Employer contributions ranging from 6% to 10%
• Range of flexible working options may be available, depending on your role
• Employee Assistance Programme providing confidential counselling, financial and legal advice
• Range of courses delivered by learning specialists to support your development goals and objectives
• Opportunities to volunteer
• Travel loans, Cycle to Work, and more!

Inclusion and Diversity

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and wider society. We welcome applications from people of all backgrounds and personal characteristics.

As part of our commitment to inclusion, we offer interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if they meet all essential criteria.

Application Process

We may close this vacancy early if we have enough strong applications. Interested candidates are encouraged to apply as soon as possible.

Closing Date: 1st July 2026