Trainee Money & Advice Worker at St Luke’s Advice Service

This is a development role, starting with welfare benefits and is intended to progress to money advice, with eventual accreditation for MIMA (Cert).

Key Responsibilities:
• Providing welfare benefits advice, ensuring timely and accurate advice, taking a holistic approach and ensuring clients’ needs are met.
• Completing welfare benefit applications and all relevant casework including challenging incorrect decisions and supporting clients through to the appeal stage.
• Effectively supporting our clients with income maximisation. This could include (but is not limited to) researching and giving advice on welfare benefits, budgeting support, exploring insolvency options if appropriate and negotiating with creditors on the client’s behalf.
• Maintaining clear and accurate case records utilising our computerised case management system to achieve this.
• Providing initial advice/triage for telephone and email enquiries and other administrative and ad hoc duties as required.
• Engaging with partners and other relevant agencies, signposting clients to these external services where appropriate.
• Manage and complete the agreed training plans for the role as it develops.

Required skills and competencies:
• Proven client facing skills, displaying empathy, patience, and experience of engaging with a diverse range of people/groups.
• Capable of learning quickly and with a demonstrable commitment to keeping developing skills and knowledge. Able to plan and undertake studies.
• Compassionate and committed to upholding St Luke Advice Services’ values.
• Excellent written and spoken communication skills.
• Computer literate
• Able to prioritise own work and meet deadlines.
• Uses their own initiative to problem solve, whilst also able to be an effective team player
• Flexible, adaptable and happy to help colleagues.

Previous experience in the advice or charity sector is preferable but not essential.

How to Apply: Please email your CV and a covering letter outlining how you meet the essential skills and competencies to:

Grace Smyth, Director of Operations grace@stlukesadviceservice.org.uk
Deadline: Midnight, Sunday 7 June 2026

Interviews: In person, either on Monday 15th or Tuesday 16th June 2026.

Please note:
• The successful candidate will be required to provide two referees
• The role is subject to an Enhanced DBS check
• Due to the nature of our work, applicants must declare any convictions, including unspent ones. A previous conviction will not necessarily prevent employment

What We Offer
• Salary is £25,407.20 FTE per annum prorated for part time hours (£13.96ph).
• 7.2 weeks paid holiday (inclusive of bank holidays and a two-week Christmas closure), pro rata
• Clinical Supervision
• Pension scheme (auto-enrolment, if eligible)
• Ongoing training and development opportunities with the potential to progress towards MIMA Cert money advice accreditation.

Hear from the Team
“I love working with such a great, friendly, and supportive bunch of people. We help so many people in really difficult circumstances and make a real difference in their lives - you can’t beat that level of job satisfaction! I'm always learning new things and new ways to support our clients.”