Are you passionate about supporting people facing mental health challenges and financial hardship? This impactful role offers a unique opportunity to combine money advice and mental health support, helping individuals navigate complex financial situations with care and compassion. As a Mental Health & Financial Wellbeing Advisor, you’ll work directly with vulnerable clients to provide holistic support, improve financial resilience, and promote long-term wellbeing.
This is a remote-based role covering all of Northern Ireland, ideal for an empathetic, organised, and proactive professional looking to make a tangible difference in people’s lives.
Key Responsibilities
- Provide debt advice, welfare guidance, and financial capability education to clients living with mental health difficulties.
- Deliver one-to-one casework using a trauma-informed and person-centred approach.
- Maintain accurate case records using electronic database systems.
- Collaborate with local mental health services, social care providers, and financial institutions.
- Carry out comprehensive assessments to understand each client's unique needs and challenges.
- Attend regular training sessions to remain up-to-date with developments in debt law, mental health support, and benefits systems.
- Offer guidance and advocacy in navigating government or legal procedures related to finances or welfare.
Essential Criteria
- Minimum GCSE (or equivalent) qualifications at Grade A–C in English and Mathematics.
- Completed Adviser Training Programme (ATP) or OCN Level 4 Advice & Guidance accreditation.
- Commitment to ongoing professional development (minimum of 1 formal training session per month).
- At least 1 year of experience delivering advice or advocacy services to the public.
- Proven experience (1 year minimum) using electronic case management systems.
- Recent (2 years) administrative experience in a client-facing or advice-giving role.
- Strong IT literacy with experience using Microsoft Office Suite and tailored databases.
Benefits
- Competitive starting salary.
- Generous 6% employer pension contribution.
- 35 days holiday entitlement (pro-rata).
- Enhanced sick pay provisions.
- Medical cash plan.
- Life assurance (death in service benefit).
- Mileage reimbursement at the full HMRC rate.
- Flexible, family-friendly working practices.
- Opportunities to volunteer and participate in internal innovation groups.
- Dedicated training and ongoing development support.
Other Requirements
- Appointment will be subject to an Enhanced Access NI check, including the Adults Barred List.