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Client Adviser

A varied and rewarding role helping people navigate life's challenges: financial problems, mental health concerns, housing issues and more.

Responsible to: Services and Grants Manager

Responsible for: No direct reports

Location: Central London based with hybrid working (minimum two days a week office based)

Contract type: 1 year fixed term contract, full-time (35 hours per week)

Starting salary: £35,790 per annum

About you

You’re someone who genuinely cares about helping others – and knows how to listen without judgement.

You have experience supporting people with things like housing, benefits, mental wellbeing or budgeting – or you might come from another role where empathy, problem-solving and clear communication are key.

Some of the people you support may be facing difficult situations, so you’ll be calm under pressure and confident making decisions. And while not every call is as complex, you’ll always have the support of your team.

You’ll be organised, curious, and open to learning. Most of all, you’ll want your work to have a tangible, positive impact on people’s lives.

About the role

Our Client Advisers are often the first people our clients speak to – and that first conversation really matters.

Whether someone is facing financial hardship, struggling with their mental health, or unsure where to turn for help, you’ll be there to listen, understand, and guide them through the support we offer.

It’s a varied and rewarding role. You’ll provide advice and guidance, coordinate casework, process grants, and refer clients to our trusted partners – helping them access the right support at the right time.

You’ll be part of a friendly, collaborative team who share ideas, support one another, and care deeply about doing good work. We’ll make sure you’re fully trained, supported, and encouraged to grow.

If you’re empathetic, organised, and want to make a meaningful difference to people’s lives, this could be the role for you.

About Bank Workers Charity

We’re the charity for past and present bank employees and their families – here when life gets tough.

Every year, we help thousands of people navigate challenges like financial problems, mental health concerns, housing issues and more. We do that through free, confidential support – from expert advice and specialist referrals to financial grants.

We believe everyone deserves support when they need it most and we work hard to make sure that happens. If you care about making a real difference to people’s lives, you’ll be in good company here.

What we offer

We’ve put a lot of energy into being a great place to work. We’re proud of our supportive culture and commitment to equality, diversity and inclusion. There are plenty of learning opportunities, and as a wellbeing charity we aim to be a leader in wellbeing support for our people.

Our benefits include:

  • 28 days holiday plus public holidays
  • 8% employer contribution to Bank Workers Charity’s pension scheme and up to an additional 3% matched with employee contributions
  • A wide range of employer funded wellbeing experiences through Heka
  • Flexible benefit provision (including Bupa cash plan, cycle to work, payroll giving and electric car scheme)
  • Group Life Cover (three times annual salary)
  • Weekly wellbeing half hour
  • Employee Assistance Programme

Bank Workers Charity is committed to supporting diversity and inclusion and welcome applications from all backgrounds and communities.

How to apply:

To apply, please review the attached applicant pack, which includes the job description and person specification, and send a CV, supporting statement and optional equality monitoring form to recruitment@bwcharity.org.uk.

In your supporting statement, please tell us (around 100 words per answer):

1. What makes you a good fit for this role? Tell us about the experience and transferable skills you’d bring – particularly anything that relates to the role description.

2. Can you share an example of how you’ve supported someone facing a difficult situation? We’d like to hear how you’ve helped them overcome challenges to do with housing, benefits, debt, mental health, domestic abuse or caregiving.

3. Describe a situation where you had to explain something clearly and sensitively to someone who was struggling. How did you approach it?

Closing date: 9:00am, Tuesday 17 June 2025

Interview date: Tuesday 24 June 2025

Downloads:

Illustration depicting a mental health matters.

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