This vacancy has now closed

Money and Welfare Benefits Adviser

  • Full time
  • £22,515
  • Edinburgh
  • Closing 7th December 2018

  • Advertised from 2nd November 2018
  • 35 hours a week. Funded to December 2020


In January 2017, Lloyds Banking Group (LBG) selected Mental Health UK as its chosen charity partner. Mental Health UK brings together four national mental health organisations, established together in the 1970s and who now operate as affiliated bodies in Scotland, England, Wales and Northern Ireland.

The Mental Health & Money Advice Service is the first UK-wide service to address mental and financial health together. We aim to stop the spiral of inequality, financial difficulties and mental health issues by providing accurate and tailored information to service users.

We Need You

Our advice is primarily provided over the telephone and our advisers provide ongoing support in regard to mental health and money matters. This new service is UK wide and delivered in Scotland by Support in Mind, Rethink Mental Illness in England, Hafal in Wales, and Mindwise in Northern Ireland. The project launched in November 2017 and the role of the Adviser is crucial to the delivery of the service and overall project.

Lead the Way to Better Quality of Life

Your key tasks to assist everyone affected by mental illness include:

  • Advising and Supporting clients via telephone based service for clients who are experiencing mental health and money problems.
  • Offering support and bespoke tailored advice to client’s support network which may include friends, carers, relatives and professionals involved with the client’s care and support
  • Identifying and dealing appropriately with challenging situations relating to both monetary and mental health related issues.
  • Carry out benefit checks and financial assessments in order to provide advice on a range of welfare benefits.
  • Assist and support clients to implement tailored, appropriate options, in relation to welfare benefits
  • Provide advice on welfare benefits including benefit entitlement, sanctions, applications, mandatory reconsiderations and appeals. Where appropriate make referrals to other agencies that can provide a Tribunal Representation.
  • Identify accompanying issues relevant to the client’s situation, in particular, the client’s mental health and other relevant factors including housing matters, substance misuse, domestic abuse, and physical health or disability matters.
  • Provide advice and support where appropriate and within advisers’ remit, identify suitable agencies to refer client onto to provide continuing support.
  • Under supervision from the Senior Debt Adviser and Service Manager, undertake training to provide advice on a range of statutory and voluntary debt solutions including income maximisation.
  • Help to implement tailored, appropriate options by utilising active listening and negotiation skills in relation to debt solutions by gathering, verifying and analysing client financial information.
  • Using effective and appropriate referral and signposting mechanisms as agreed with the Service Manager.
  • Ensure case management systems are in place and related policies are adhered to at all times. Client records should be kept up to date and available to all staff in accordance with the General Data Protection Regulations.

Working within the parameters of funder requirements and industry standards to ensure the achievement of desired outcomes.

In line with current legislation, successful applicants will be required to complete a Basic Disclosure Check.

Application notes

The closing date for this post is 7th December 2018.

To find out more and/or to apply, please wee our website at

Alternatively, if you'd like a paper application or more information please contact our national office on 0131 662 4359.

Please note that CV’s will not be considered for this post.