610 Advice jobs

About the role

RAID has 4 main advice areas: Information Navigation, Benefits Advice, Energy Advice and Money Advice. The Cost of Living Crisis has disproportionally impacted Disabled people, who are more likely to face higher living costs, barriers to employment and reduced financial resilience, making it harder to cope with rising household expenses. Many of the people we see are in challenging situations; struggling with debt, experiencing food and fuel poverty, facing homeless and dealing with loneliness and isolation. The work can be emotionally challenging.

The Money Advisor will provide high-quality, accessible and person-centred money advice to Disabled people and people with long-term health conditions, supporting them to understand their financial situation, maximise their income, manage financial pressures and exercise their rights.

The Money Advisor will be required to undertake training to again gain accreditation from the Money and Pensions Service (MaPS), as part of their Quality Framework for Individuals, and will be expected to retain this qualification through continual professional development. Free training will be provided through the Wiser Adviser platform.

The Money Advisor will provide practical advice and support on a range of financial issues, budgeting, debt, household costs and financial inclusion. You will work closely with our Welfare Benefits team and undertake casework yourself as required to resolve issues.  The role will recognise the barriers created by social, economic and environmental factors and work alongside people to identify solutions that increase financial security, choice and independence.

The postholder will work within RAID's rights-based and Social Model of Disability approach, ensuring that Disabled people are listened to, treated with dignity and supported to make informed decisions about their lives.

About You

You are a knowledgeable, approachable and compassionate adviser who is passionate about helping Disabled people improve their financial security and exercise their rights.

You will have experience of providing money, welfare benefits or related advice and be confident supporting people to navigate what can sometimes be complex financial and benefits systems. You will be able to explain information clearly and in an accessible way, helping people understand their options and make informed decisions.

You will take a person-centred and rights-based approach, recognising that Disabled people can experience significant financial barriers, including additional costs associated with disability, inaccessible services, discrimination and barriers to employment and income. You will understand the importance of listening to people and working alongside them rather than making assumptions about what they need.

You will be comfortable supporting people with a range of circumstances and levels of support needs. You will be patient, non-judgemental and able to build trust with people who may have had difficult experiences when accessing services.

You will be organised and able to manage your own caseload, prioritise effectively and maintain accurate records. You will also enjoy working collaboratively with colleagues and external organisations to find practical solutions and achieve positive outcomes for the people we support.

You do not need to be an accredited money advisor to apply but you must successfully complete the required training and be able to demonstrate an interest and aptitude for money advice.

The Bromley Mental Health & Wellbeing Hub (BMHWH) is a key part of the transformation of mental health services in the borough under the NHS Long Term Plan. Delivered in partnership with Oxleas NHS Foundation Trust, the Hub brings together primary care, secondary care and the voluntary sector to provide flexible, holistic and integrated support for adults with mental health needs.

We are seeking a Mental Health Advisor to join our Information, Advice and Guidance (IAG) and Tailored Wellbeing pathway. This is an exciting opportunity for someone who is passionate about supporting people to improve their mental health and wellbeing, and who enjoys working in a collaborative, person-centred environment.

As a Mental Health Advisor, you will provide tailored, time-limited support to adults experiencing mental health difficulties through one-to-one and group-based interventions. You will undertake holistic assessments, develop personalised support plans, provide information, advice and guidance, and help people access local services and opportunities that promote long-term wellbeing and recovery.

Working closely with clinical colleagues from Oxleas and a range of community partners, you will support individuals with varying levels of need, helping them build resilience, increase independence and develop strategies to manage their mental health. You will play a vital role in ensuring people receive the right support at the right time and are connected with services that best meet their needs.

Key Responsibilities:

• Manage a caseload of adults with mental health problems, providing tailored and person-centred support
• Conduct holistic assessments and develop individual support plans using a recovery-focused approach
• Deliver one-to-one and group interventions that promote wellbeing, stability and relapse prevention
• Provide information, advice, guidance and signposting to help people access appropriate services and community resources
• Work collaboratively with Oxleas clinical colleagues and voluntary sector partners to coordinate support
• Identify and respond appropriately to safeguarding and risk concerns
• Maintain accurate records and monitor outcomes using the Hub's case management systems
• Support people to access local opportunities and activities that enhance wellbeing and independence
• Contribute to service evaluation, quality improvement and the achievement of contractual targets

About You
(More detail can be found in the Person Specification below)

We are looking for candidates who can demonstrate:

• Experience of supporting people with mental health needs in a health, social care or community setting
• Knowledge of recovery-focused and person-centred approaches to mental health support
• Confidence in carrying out holistic assessments and working with individuals with diverse and complex needs
• The ability to provide effective information, advice, guidance and signposting
• Strong communication and relationship-building skills, with the ability to work collaboratively across services
• Good organisational skills and the ability to manage competing priorities
• An understanding of safeguarding, risk management and professional boundaries
• A proactive, compassionate and empowering approach to supporting people to achieve their goals

Successful applicants will be expected to undergo an Enhanced Level Disclosure and Barring Service check.

Closing date: Sunday 13th September (11:59pm)

Likely interview date: Week beginning 21st September 

We encourage early applications as we reserve the right to close the vacancy early if we receive a high number of applications.

About Us

SEL Mind supports people with mental health problems and dementia in the boroughs of Bromley, Greenwich, Lambeth, Lewisham and Southwark. We are proud of our diverse workforce and know that our organisation is made stronger by the variety of backgrounds, experience, and ideas within it. We promote a culture of inclusion and representation, and are working hard to build a workforce that even better reflects the communities we support.

SEL Mind is somewhere that you can be your authentic self without fear of discrimination on the grounds of ethnicity, sexual orientation, disability, neurodivergence, gender, age, lived experience of mental health problems or anything else that’s part of who you are.

Read more about staff benefits and why staff love working here on our website.

“Providing free, independent, confidential and impartial advice”

Citizens Advice Southwark has a track record of delivering high-quality services from its offices in Peckham and Walworth and outreach locations across Southwark and South East London. We sort out problems together, for good, by providing free, independent, confidential and impartial advice across all areas of social welfare law, and through using the experience of our clients to bring about positive change through research and campaigns.

Citizens Advice Southwark provides outreach advice service in hospitals across South East London as well as from our main offices in Peckham and Walworth. We are seeking to recruit a welfare benefits caseworker to undertake casework assisting clients to access their entitlements to welfare benefits and other sources of financial help.

To be successful you will need:

• At least one year’s full time (or part time equivalent) paid or unpaid recent experience of advice work. This should include advising and undertaking casework on complex cases in social welfare law.
• Demonstrable in-depth knowledge of welfare benefits including those related to disability and sickness.
• An understanding of and commitment to the Aims and Principles of the Citizens Advice service including Equal Opportunities policies.

Closing date: 9.00am Monday 14 September 2026

Interviews: Friday 18 September 2026

We offer a range of employee benefits, including generous annual leave, an employer matched pension contribution up to 10% salary, and training and development opportunities to continue your professional development.

Citizens Advice Southwark is an equal opportunities employer and encourages applications from all applicants who meet the person specification irrespective of sex, gender reassignment, marriage or civil partnership status, pregnancy and maternity, sexual orientation, race, religion or belief, age, or disability.

Every interaction matters. Every carer deserves to feel heard. 

As an Advice, Information & Helpline Officer, you will be the first point of contact for unpaid carers seeking support, information and guidance. 

Through compassionate listening, professional judgement and effective triage, you will help unpaid carers access information, services and support that can make a real difference to their lives. 

This is a rewarding opportunity for someone who combines empathy with professionalism and is passionate about helping others. 

In this role, you will: 

 Provide information, guidance and signposting to carers. 

 Assess needs and identify potential risks. 

 Respond to enquiries with empathy, professionalism and sensitivity. 

 Connect carers with appropriate support, both within our organisation and beyond. 

 Help ensure carers feel informed, valued and supported. 

Helping carers feel heard, understood and supported, one conversation at a time. 

Why Work With Us? 

At Action for Carers Surrey, we’re committed to creating a supportive and inclusive environment where every colleague can thrive. Our benefits reflect our values of Focus, Inclusion, Respect and Excellence, ensuring you feel valued, supported and empowered in both your work and personal life.

Every interaction matters. Every carer deserves to feel heard. 

As an Advice, Information & Helpline Officer, you will be the first point of contact for unpaid carers seeking support, information and guidance. 

Through compassionate listening, professional judgement and effective triage, you will help unpaid carers access information, services and support that can make a real difference to their lives. 

 This is a rewarding opportunity for someone who combines empathy with professionalism and is passionate about helping others. 

In this role, you will: 

 Provide information, guidance and signposting to carers. 

 Assess needs and identify potential risks. 

 Respond to enquiries with empathy, professionalism and sensitivity. 

 Connect carers with appropriate support, both within our organisation and beyond. 

 Help ensure carers feel informed, valued and supported. 

Why Work With Us? 

At Action for Carers Surrey, we’re committed to creating a supportive and inclusive environment where every colleague can thrive. Our benefits reflect our values of Focus, Inclusion, Respect and Excellence, ensuring you feel valued, supported and empowered in both your work and personal life.

Every interaction matters. Every carer deserves to feel heard. 

As an Advice, Information & Helpline Officer, you will be the first point of contact for unpaid carers seeking support, information and guidance. 

Through compassionate listening, professional judgement and effective triage, you will help unpaid carers access information, services and support that can make a real difference to their lives. 

 This is a rewarding opportunity for someone who combines empathy with professionalism and is passionate about helping others. 

In this role, you will: 

 Provide information, guidance and signposting to carers. 

 Assess needs and identify potential risks. 

 Respond to enquiries with empathy, professionalism and sensitivity. 

 Connect carers with appropriate support, both within our organisation and beyond. 

 Help ensure carers feel informed, valued and supported. 

Why Work With Us? 

At Action for Carers Surrey, we’re committed to creating a supportive and inclusive environment where every colleague can thrive. Our benefits reflect our values of Focus, Inclusion, Respect and Excellence, ensuring you feel valued, supported and empowered in both your work and personal life.

Safeguarding Statement

Action for Carers Surrey is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults. We expect all colleagues and volunteers to share this commitment.

Join Our Team and Help Transform Lives!

We are looking for a compassionate and motivated Benefits Adviser to join our Transitions team, providing personalised benefits advice and support to people in their own homes and communities across West Devon and Torridge. You will help people understand and access the benefits they are entitled to, maximise their household income and navigate what can often be complex and challenging benefit processes. Many of the people we support face barriers to accessing mainstream services, so the ability to build trust, listen and provide patient, practical support is at the heart of this role.

We are looking for someone with strong communication and interpersonal skills, a person-centred approach and a genuine commitment to supporting people experiencing vulnerability or financial hardship. Previous benefits advice experience would be an advantage, but we also welcome applications from people with transferable skills and the right values and aptitude to develop in the role. Full training, support and opportunities for professional development will be provided

About the Role

Working as part of the Transitions Project, you will provide specialist, person-centred benefits advice to people in their own homes and community settings across West Devon and Torridge.

Many of the people we support experience barriers that make it difficult for them to access mainstream advice services, including poor physical or mental health, disability, rural isolation, digital exclusion, low confidence and complex personal circumstances. You will take advice directly to clients, providing the time, flexibility and practical support they need to understand and access their benefit entitlements.

You will complete comprehensive benefit checks, support clients to make and manage claims, identify opportunities to maximise household income and help resolve benefit-related problems. This may include supporting clients with challenging decisions, mandatory reconsiderations and appeals, as well as liaising and advocating with the DWP, local authorities and other agencies.

The role involves regular lone working and travel to clients' homes, so you will need to be confident working independently while remaining closely connected to the wider Transitions team.

This is a rewarding role with the opportunity to make a tangible difference to the financial stability and wellbeing of people who may otherwise struggle to access the support they need.

Want to work in a fast-paced environment with opportunities to learn advice skills? Are you a proactive person interested in making a real difference to Disabled people?

About the role

RAID has 4 main advice areas: Information Navigation, Benefits Advice, Energy Advice and Money Advice. The Cost of Living Crisis has disproportionally impacted Disabled people, who are more likely to face higher living costs, barriers to employment and reduced financial resilience, making it harder to cope with rising household expenses. Many of the people we see are in challenging situations; struggling with debt, experiencing food and fuel poverty, facing homeless and dealing with loneliness and isolation. The work can be emotionally challenging.

As well as our advice work we administer a number of grants on behalf of local grant giving charities and the local authority and you will play a key role in helping us to process grants in a timely and efficient way as well as supporting with advice enquiries.

Our teams are busier than ever and this role will play a vital part in supporting the team with administration tasks including; processing grants and gathering client evidence, taking client enquiries from the phone, website and email and uploading them to our database, scanning and photocopying.

You will spend your time working directly with clients with a range of physical, sensory and mental health impairments to help them to fill in grant allocation forms and other forms and helping people to know their rights. You will also support our advice teams administratively; arranging appointments, sending emails and letters and uploading information to our database

You will receive training in a range of advice areas (housing, health and social care, benefits, transport and travel) as well as other relevant topics such as various mental health conditions, managing challenging behaviour, professional boundaries, and case management. You will be supported by a friendly team of experienced advisers who will have the opportunity to shadow and you will also have access to a range of external training and development opportunities.

You will need to have clear written and oral communication skills as you will need to make phone calls and write emails and letters to clients as well as providing progress updates to the team.

You will work closely with our experienced advice team and we can offer opportunities for training and development in a range of areas including social care, housing and benefits to support you on your journey to becoming and advisor.

About you

To be successful in this role you will have solid administration and organisational skills, a high degree of accuracy and attention to detail, and a level of emotional resilience that enables you to support people in challenging circumstances, while protecting your own wellbeing. You will have strong communication skills across all levels and will be a real team player with a genuine interest in supporting Disabled people.

An interest in developing advice skills in essential and experience or a background in advice and information will be an advantage.

You will have excellent communication and IT skills, administrative skills and be fully competent on Microsoft applications. You will have the ability to work independently as well as part of a team.

The ideal candidate will be passionate about social justice and the empowerment of Disabled people and excited to learn valuable skills on the job.

Disabled Candidates

We are an equal opportunities employer and particularly welcome applications from Disabled candidates. We have been awarded the Disability Confident Employer quality mark, meaning any Disabled candidates that meet the minimum criteria will be invited for interview. Please advise if have a disability or long-term health condition that you would like considering when you apply.

Dacorum Citizens Advice are seeking a Debt Adviser/Caseworker to join our friendly team. This post is funded by Dacorum Borough Council (Financial Inclusion).

We are seeking a qualified Debt Adviser/Caseworker( we would consider a Trainee with relevant experience)  to join our established Debt Team to provide comprehensive debt advice and casework support to clients experiencing financial hardship.

The successful candidate will provide high-quality debt advice, welfare benefits support, and income maximisation guidance to clients affected by debt and cost of living challenges. The postholder will be an approved, authorised insolvency intermediary.

The role involves supporting vulnerable and disadvantaged individuals, exploring all available debt solutions, including insolvency options and empowering clients to improve their long-term financial resilience.

A key aim of the role is to help prevent homelessness by supporting clients to manage rent arrears, priority debts, and financial crises at an early stage, while working with relevant agencies and services to achieve sustainable outcomes.

The postholder will manage a varied caseload, maintain accurate records, work collaboratively within the wider advice team, and contribute to delivering an accessible, client-focused service across office and outreach locations.

“Providing free, independent, confidential and impartial advice”

Citizens Advice Southwark has a track record of delivering high-quality services from its offices in Peckham and Walworth and outreach locations across Southwark and South East London. We sort out problems together, for good, by providing free, independent, confidential and impartial advice across all areas of social welfare law, and through using the experience of our clients to bring about positive change through research and campaigns.

Generalist Advice Worker/Advice Session Supervisor or Trainee position

Salary scale: SO1 - £38,585 to £40,514 per annum

Full-time: 35 hours per week

Term: Permanent

Post funded by Southwark Council

This post is advertised as an exciting opportunity for an experienced Advice Session Supervisor (A.S.S) to consolidate their skills and experience or as a development opportunity for an advisor to train to become an A.S.S within six months of starting in post. If applying as a trainee the starting salary will be on NJC Scale 6 - £35,689 for the first six months whilst undertaking the training.

The post holder will be required to work across all of our offices and outreaches in Southwark according to operational needs.

The role includes:

• Providing advice to the public and undertaking casework on social welfare law issues
• Supervising advice and gateway assessment sessions
• Supporting and supervising staff and volunteers

To be successful you will need:

• Recent experience of giving advice to the public. This should include having undertaken advice casework.
• Experience of undertaking the role of Advice Session Supervisor or to demonstrate the ability to undertake this role with training provided within 6 months of starting
• To understand, empathise with and be committed to the Service’s aims, principles and equal opportunities policies

Closing date: 9.00 am Monday 7 September 2026

Interviews: Wednesday 9 September 2026

We offer a range of employee benefits, including generous annual leave, an employer matched pension contribution up to 10% salary, and training and development opportunities to continue your professional development.

Citizens Advice Southwark is an equal opportunities employer and encourages applications from all applicants who meet the person specification irrespective of sex, gender reassignment, marriage or civil partnership status, pregnancy and maternity, sexual orientation, race, religion or belief, age, or disability.

“Providing free, independent, confidential and impartial advice”

Citizens Advice Southwark has a track record of delivering high-quality services from its offices in Peckham and Walworth and outreach locations across Southwark and South East London. We sort out problems together, for good, by providing free, independent, confidential and impartial advice across all areas of social welfare law, and through using the experience of our clients to bring about positive change through research and campaigns.

Citizens Advice Southwark provides outreach advice service in hospitals across South East London as well as from our main offices in Peckham and Walworth. We are seeking to recruit a welfare benefits caseworker to undertake casework assisting clients to access their entitlements to welfare benefits and other sources of financial help.

To be successful you will need:

• At least one year’s full time (or part time equivalent) paid or unpaid recent experience of advice work. This should include advising and undertaking casework on complex cases in social welfare law.
• Demonstrable in-depth knowledge of welfare benefits including those related to disability and sickness.
• An understanding of and commitment to the Aims and Principles of the Citizens Advice service including Equal Opportunities policies.

Closing date: 9.00am Monday 14 September 2026

Interviews: Friday 18 September 2026

We offer a range of employee benefits, including generous annual leave, an employer matched pension contribution up to 10% salary, and training and development opportunities to continue your professional development.

Citizens Advice Southwark is an equal opportunities employer and encourages applications from all applicants who meet the person specification irrespective of sex, gender reassignment, marriage or civil partnership status, pregnancy and maternity, sexual orientation, race, religion or belief, age, or disability.

Are you passionate about helping us to build an advice service ready for the future?

We’re looking for an experienced and people-focused Chief Operating Officer to help lead Citizens Advice South West Surrey through its next stage of development.

As our second-in-command, you’ll work closely with our Chief Officer, trustees and leadership team. You’ll lead our day-to-day operations, oversee service delivery, people, transformation and corporate services and help turn our strategy into practical results.

It’s an important time to join us. Demand for advice is increasing, resources are under pressure and the world around us is changing quickly. We’re looking for someone who can help us adapt while keeping people, quality and our purpose at the heart of what we do.

You’ll be an experienced senior leader who can bring people with you, lead change, make sound decisions and build strong relationships. You’ll be collaborative, approachable and committed to creating an inclusive organisation where staff and volunteers can do their best work.

You don’t need to have worked for Citizens Advice before. Experience of transformation or working in the charity, public, advice, health, housing or community sectors would be welcome, but isn’t essential.

If you care about people, enjoy making organisations work better and want your leadership to make a difference in your community, we’d like to hear from you.

Citizens Advice South West Surrey welcomes applications from people with diverse backgrounds and experiences. We’re committed to equity, diversity and inclusion in how we work and how we recruit.

Please read the Job Pack to find out more about the role and about CASWS and the benefits of working with us.

To apply, please email a completed application form with a cover letter, setting out your suitability for the role, including how you meet the first three, ‘essential criteria’ under the ‘person specification‘ (in the job pack).

Do you want to help lift some of the most vulnerable in our communities out of poverty? Do you want work with a small, compassionate, dynamic charity, and help change lives? If so, we would love to talk to you.

This is an exciting opportunity to join our Wandsworth Branch as a Debt Advice Case Manager, to help in our mission to ‘Restore Dignity and Renew Hope’ to those in our communities brought down by poverty and debt.

You will be expected to deliver high quality holistic and in-depth debt advice and money education on a case management basis and to support the provision of advice by volunteers.

About Crosslight

Crosslight works to lift people out of poverty and help them build a better future. We long for our communities to flourish and for no one to be left behind, and our vision for our staff and volunteers is more than just a job, it is an opportunity to make a difference. 

Crosslight was born out of the ministry of the local church and retains a strong Christian ethos which informs and underpins the values by which we operate. Our calling is to work in partnership with local churches and community organisations to serve anyone in need, irrespective of their race, gender, religion, sexuality or any other characteristics. Together with our partners, we strive to effect lasting change and increase the capacity of our clients to realise their full potential.

We are of our community and for our community – we are ‘all together’, and we would love for you to join us.

“Working for Crosslight has been life changing for me. I love the people that I work with and the supportive environment that has been created – everyone really looks out for each other. Crosslight really cares about their clients and treats everyone as an individual. It is hugely rewarding.” Sarah, staff member

About the role

This Debt Advice Case Manager role combines both technical and pastoral elements. It will involve building a client case, untangling sometimes complex situations, liaising with creditors, providing guidance for volunteers, and discerning and communicating the appropriate choices and strategies for the client. You will also need to lead client appointments and support clients through what at times can be emotionally difficult situations. Please read the Job Pack on our website for full details of the role and requirements.

Ideally, we are looking for someone with prior debt advice experience, and who has experience of working with vulnerable clients and supporting volunteers. However, we will also consider employing someone as a trainee Debt Advice Case Manager if they are able to demonstrate that they possess the skills, maturity, and determination to become proficient in this role.

• 3-5 days per week

• Being available onsite is an important aspect of this role two-thirds of your time spent in one of our Wandsworth locations or in our Head Office in Kensington. The exact split between remote/onsite working will be by agreement with the line manager and to meet the needs of the service which could change over time. This role is not suitable for remote working only.

• Salary range from £30k to £35k depending on experience, with the expectation that all desirable and essential attributes within the job description should be in evidence to achieve the top of this range (see job pack on our website)
• Competitive benefits including 27 days holiday (FTE), enhanced pension scheme, health cashback scheme, access to employee support programme incl. GP appointments

Visit our website for details of how to apply.

About Toynbee Hall

Based in the East End of London since 1884, Toynbee Hall is a charity working alongside people facing poverty, injustice, and inequality to build a fairer East London. We provide vital advice and support, working in partnership to tackle unfairness and ensure everyone has an equal chance to thrive.

Job purpose

The Senior Advice Manager is responsible for the effective day-to-day management and coordination of Toynbee Hall’s debt advice services across multiple locations. The postholder will ensure services are appropriately resourced, accessible and delivered consistently, meeting agreed contractual, quality, compliance and performance requirements.

The Senior Advice Manager will manage and develop Debt Advisers, Trainee Debt Advisers and Administrators; monitor service performance and capacity; address operational issues and risks; and ensure appropriate action is taken where performance or quality falls below expected standards.

Working closely with the Head of Debt and Money, Quality Assurance and Technical Supervision colleagues, the postholder will use performance information, quality findings and operational insight to identify areas for improvement and ensure agreed actions are implemented.

Key Responsibilities

Management of local sites to ensure all services are available.

• Ensure local services are available daily by effectively managing staffing, sickness, annual leave, emergencies and operational challenges.
• Work closely with internal teams, external contractors and local stakeholders to ensure all sites operate safely, efficiently and in line with organisational standards.
• Identify resource gaps, operational risks and service pressures, implementing solutions to maintain service delivery and performance.
• Build and maintain strong relationships with local authorities, housing providers, community organisations and partner agencies, representing Toynbee Hall at meetings, networking events and community engagement activities to strengthen referral pathways.

Line management of a team to ensure objectives are set and met

• Lead, motivate and support the team to achieve agreed service, quality, compliance and performance objectives.
• Conduct regular one-to-one supervision, team meetings and performance reviews providing constructive feedback and clear expectations.
• Coach, mentor and develop staff, identifying learning and development needs supporting career progression and fostering a culture of continuous improvement.
• Provide technical guidance and support on complex debt advice cases, ensuring advisers deliver accurate, compliant and client-centred advice.

Ensure compliance and the quality of advice required are achieved

• Ensure the team consistently delivers high-quality, client-focused debt advice in line with FCA requirements, funder expectations and Toynbee Hall policies.
• Monitor case quality through audits, supervision, management information and performance data, implementing improvement plans where required.
• Analyse service performance and management information, identifying trends, risks and areas requiring action, and provide recommendations to the Head of Debt and Money.
• Ensure case files meet all quality assurance, audit and contractual standards.
• Manage and respond to complaints relating to debt advice service delivery in line with Toynbee Hall’s complaints procedure, ensuring appropriate investigation, timely resolution and that learning is used to improve service delivery.

Essential Criteria

Experience and Skills 

• Significant experience of managing frontline advice services and managing highperforming teams to achieve service, quality and performance objectives.
• Demonstrable experience of line management, including supervision, performance management, coaching, mentoring and staff development, including effectively addressing underperformance.
• Experience of delivering regulated debt advice services and having management responsibility for maintaining high standards of quality, compliance and client care. • Proven ability to provide technical guidance and appropriate support on complex debt advice cases, working within agreed technical supervision and escalation arrangements.
• Hold a recognised debt advice qualification (e.g. CertMAP or equivalent) with demonstrable experience of delivering FCA-regulated debt advice and supporting the quality and development of debt advice practice.

Communication and Interpersonal Skills

• Excellent leadership, communication and interpersonal skills, with the ability to
  inspire and motivate others.
• Ability to build positive relationships with colleagues, partners, funders and external
  stakeholders.
• Excellent written and verbal communication skills.

Our Benefits Package

Annual Leave

• 25 days of annual leave, plus 3 additional days for our Christmas shutdown (on top of bank holidays).
• After 2 years: +3 extra days of leave.
• After 3 years: +1 additional day.
• After 5 years: A total of 30 days annual leave, plus the 3-day Christmas shutdown.

Pension

• Standard Life Pension Scheme – Employer contribution: 4%, Employee contribution: 5%

Additional Perks & Support

• Enhanced Sick Pay for peace of mind during illness
• Enhanced Maternity & Paternity Leave to support growing families
• Employee Eyecare Vouchers to support your vision health
• Employee Assistance Programme for free, confidential advice and support
• Mental Health First Aid to ensure workplace well-being
• Tenancy Deposit Scheme to help secure your home
• Interest-Free Season Ticket Loan for cost-effective commuting
• Cycle to Work Scheme to promote a healthier, greener way to travel
• Charity Mentoring Network to support professional development and networking
• Westfield Healthcare Cash Plan
• Perk Box

Further information

We reserve the right to close this vacancy early should we receive a sufficient number of suitable applications. 

Applicants must have the right to work in the UK. 

Please refer to the attached job description for more details

We are looking for someone who genuinely wants to make a difference, previous money advice experience is not essential - we will provide the training and support required.  If you are a natural problem solver, an excellent communicator, and someone who enjoys helping people overcome personal challenges - this could be the role for you!

The Outreach Money Advice Caseworker will provide specialist money and debt advice to people experiencing financial hardship, with a particular focus on preventing homelessness, sustaining tenancies and supporting residents to achieve long-term financial stability. 

Using a relationship-based, person-centred approach, you will deliver outreach across Devon through home visits, community venues and flexible methods of communication, ensuring vulnerable residents can access the support they need.

We have numerous roles available, two are based in Exeter and surrounding areas and one is based in Torridge and West Devon.

Citizens Advice Stevenage is an ambitious and innovative member of the Citizens Advice network. We have expanded our services and offering to meet the increased demand in the area, doubling in size over the last few years. 

As a positive subsequence, we are looking for a Head of Finance & Business Support, who will become a core member of the Senior Leadership Team, responsible for overseeing the financial stewardship of Citizens Advice Stevenage. To lead on financial governance, business support operations, and compliance, ensuring the organization operates sustainably and meets all legal and regulatory obligations. The role is pivotal in safeguarding the charity's financial integrity, supporting strategic decision-making, and enabling effective service delivery. 

Financial Leadership 

• Prepare, review, and present draft and final budgets for approval by the board, ensuring timely submission of financial information to the CEO and Trustee Board. 

• Oversee financial reporting processes, ensuring accuracy, transparency, and compliance with regulatory standards, including variance analysis and annual balance sheets, ensuring timely submission of financial information to the CEO and Trustee Board. 

• Manage the reserves policy, ensuring regular review and alignment with operational needs and financial risks. 

• Identify and manage financial risks, ensuring integration into the organization’s risk register and adherence to appropriate mitigations.

• Ensure that the day-to-day finance and back-office function is high performing and compliant, safeguarding effective and efficient financial management processes. 

• To co-ordinate the proactive and timely dissemination of high-quality financial information to services, the CEO, and Board such as annual budgets, monthly management accounts, cash flow analysis, financial forecasting and monthly business performance figures.

• To ensure that the organisation has in place, robust and compliant financial systems and procedures; and that these are complied with by all budget holders, ensuring that any oversights are fully investigated and reported upwards as necessary.

• To lead on the preparation of statutory accounts, provide year end accounts, provide appropriate support and assistance to the organisation’s auditors and delivery of recommendations arising from the Audit process.

• To ensure that all statutory returns are complete in a timely and effective manner, including those in relation to VAT, PAYE, NIC and SSP, and that appropriate compliance dates are met for the Charities Commission and Companies House.

• Oversee the transactions, activities and processes of the external payroll provider.

• To monitor and advise on current and future tax legislation, with a view to optimisation.

• To support service managers in the preparation of bids and contract negotiations and provide financial activity analysis and reports in line with specific project reporting requirements.

• To monitor, report and make recommendations regarding the Investment and Reserves Policy to the Board.

• To oversee the payroll function to ensure employees are paid in an accurate and timely manner.

• To monitor and control creditors and debtors, ensuring invoices are paid on time and the risk of bad debts is minimised.

Compliance and Risk Management 

• Ensure compliance with all applicable regulatory frameworks, including the Charity Commission, Companies House, FCA, ICO, and other relevant bodies. 

• Maintain and regularly review financial systems, controls, and policies, ensuring they are effectively implemented and aligned with legal requirements. 

• Conduct due diligence for pension, redundancy, and other liabilities, ensuring plans are in place for management and mitigation. 

• Support the trustee board in understanding risks related to projects and contracts, providing assurance of compliance with funders’ requirements. 

• To lead on the Risk Management process, advising the CEO and managers on risk matters, and reviewing the risk register on a regular basis, reporting to the Board of Trustees.

• To check, amend and monitor the Financial Procedures Manual; reporting material breaches to the CEO and Board of Trustees, as required/in-line with governance.

• Working with the senior leadership team monitoring and updating Insurance matters as required, reporting to the CEO and Board of Trustees.

Business Support Operations 

• Lead on organisational business continuity planning, ensuring resilience during crises and alignment with the charity's objectives. 

• Oversee the development, implementation, and review of key policies, ensuring they reflect legal obligations and organisational values. 

• Manage IT systems and cybersecurity measures to protect organisational data and operations, ensuring compliance with standards such as Cyber Essentials. 

Strategic Contribution 

• Provides proactive strategic financial advice and guidance to the Trustees and wider leadership team, monitoring and reporting on the financial performance against agreed targets, identified risks and key performance indicators. 

• Provide financial and operational insights to inform strategic decision-making and long-term planning. 

• Foster a culture of continuous improvement and financial accountability across the organisation. 

• Funding strategy: Support the CEO and board to regularly review the sustainability of its income sources and their impact on achieving charitable purposes in the short, medium and longer term.

• Work with the CEO and Head of Impact and Development to prepare the funding strategy that should go beyond immediate budgetary considerations and look at the wider funding landscape. The organisation needs to understand potential emerging opportunities and the organisation's readiness to pursue them. 

Team and Stakeholder Engagement 

• Build and maintain effective relationships with trustees, funders, regulators, and key stakeholders, to ensure that Citizens Advice Stevenage meets its financial, regulatory and legal obligations. 

• Provide leadership and support to finance and business support teams, ensuring professional development and effective performance management. 

People management and development  

• Develop and implement a culture of continuous learning that will equip and develop people to deliver outstanding delivery. Responsibility for the training and development plan for the Finance and Business Support ensuring it is in effective operation including maintaining records of training needs identified and training attended.  
   

• Working with the rest of the leadership team ensure the organisation delivers a fair, inclusive, equitable and transparent employee and volunteer experience, taking account of our EDI aims and in line with employment law and the Equality Act 2010. 
   

• Ensure Open and timely communication that provides information about the organisation and context for decisions that are made, helps to build trust and confidence and earn legitimacy. 
   

• Ensure the effective performance management and development of staff through regular supervision sessions, appraisals and learning and development.  
   

Person Specification 

• ACA/ACCA/CIMA Qualified, CPE up to date.

• Strong financial management experience at a similar level within the charity/not for profit sector 

• A proven track record of leading, developing and inspiring small teams 

• Experience of strategic business & financial planning, forecasting and budget management. 

• Sound experience of producing month-end management accounts and audited year-end financial accounts 

• Experience of managing and using financial systems 

• A working knowledge of relevant legislation (regulatory, legal and financial) in the context of a charitable organisation 

• Experience of managing change and change programmes 

• A track record of initiating, leading and managing associated risks 

• Strong influencing, negotiating and collaborative working skills, with the ability to present complex financial information clearly and concisely in writing or verbally 

• Confident IT skills; confident using Microsoft Office applications, especially Excel

• Experience designing and introducing new financial processes, procedures and reports

• Working knowledge of QuickBooks software [advantageous]

• Experience working with a Board of Trustees [advantageous]

• Understanding of Charity Commission and Companies House reporting requirements

• Project and/or professional services experience

• Understanding of Charity Law

• Experience of working in the not-for-profit sector

• Understanding and experience using the Charity Governance Code

• Experience in working with Charity SORP

• Legal experience – as so far as they can scrutinise and review basic contracts and their revenue recognition requirements and VAT implications

• Strategic and forecasting experience