Advice jobs

We are recruiting a General Advice Officer to support with the delivery of advice and welfare support to vulnerable guests who access the Community Wellbeing Service, a local support hub offering relief from the rising cost of living for local families. The General Advice Officer will support our guests on a range of areas including benefits, immigration, housing, money management and access to training and employment services. The postholder will provide high quality welfare advice and guidance through weekly one-to-one advice sessions, undertake case work, work with partners to facilitate referrals, and provide support to advice volunteers.

The successful candidate must have at least two years’ experience delivering effective advice or in a similar capacity, demonstrate empathy, an understanding of the issues facing vulnerable people, and have in-depth and up-to-date knowledge of welfare benefits and housing policies/legislations, with a strong focus on achieving tangible outcomes for our guests.

First round interviews scheduled for January 19th 2026.

​“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. 

Gateway Assessor

NJC Scale 2 - £28,958 to £29,337 per annum

Full-time – 35 hours per week

The role will assist in providing a quality service to clients through face to face, telephone and digital gateway assessment by supplying accurate, personalised, relevant information and guidance. You must have:

• Recent experience of undertaking the role of Gateway Assessor or of providing information, advice and guidance to the public either through face to face, telephone and emails including experience of exploring clients’ problems and identifying appropriate next steps.
• An understanding of the main enquiry issues involved in assessing clients' problems
• Experience of using interpersonal skills, including sensitive listening and questioning skills to understand the needs of others, especially in the context of telephony
• To understand, empathise with and be committed to the Service’s aims, principles and equal opportunities policies

Closing date: 9.00 am Monday 5 January 2026

Interviews: Thursday 8 January 2026

In return, we can offer you a range of employee benefits, including generous annual leave, an employer matched pension contribution up to 10% of gross salary, an Employee Assistance Programme 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.

We will always stand by people standing up to an unjust immigration system. We provide a safe haven for people to rebuild their lives and our Immigration Manager role is a key part of that. Leading our biggest team, you will manage the delivery of our immigration advice projects and work with our Senior Legal Aid Advisor to oversee our legal aid contract. 

Main Role:

• Manage and motivate the Immigration Team and supervise the client work.
• Manage and conduct a caseload of immigration advice and casework.
• Ensure that LRMN complies with all regulatory bodies including SRA, IAA, Legal Aid Agency and ICO
• To be responsible for the professional development of the Immigration team 

Please see the job pack attached for additional information.

Do you want to make a real difference in the lives of older and vulnerable people in our community? Are you compassionate, organised and driven by a desire to help people live safely and independently?

At WECHI, our purpose is to support older people to remain living comfortably and independently in their own homes for as long as they choose. If you are passionate about applying your skills to a meaningful cause, our Project Manager – Client (Caseworker) roles offer a unique opportunity to make a real impact, guided by our values of care, respect, integrity, and experise.

We currently have two opportunities to join our team, each providing the chance to support clients through practical, often life-changing housing interventions.

About the roles

Project Manager – Client (Permanent contract)

In this role, you will help ensure the smooth delivery of our project management services for older and vulnerable homeowners across Bristol. You’ll provide high-quality advice on housing, repairs and independent living, supporting clients to:

• repair or adapt their homes
• access essential works that enable safe hospital discharge
• explore suitable alternative housing options
• understand available funding routes

Working closely with our technical project managers, who diagnose defects, design and specify works, and oversee on-site delivery, you will guide clients through the process with clarity and confidence. Strong judgement, a proactive approach and an empathetic manner are essential, along with good organisational, numerical and IT skills.

Project Manager – Client (12-month fixed term – Making Space Project)

This role focuses on our Making Space project, supporting clients who need help decluttering or reorganising their homes to improve safety, wellbeing and independence.

You will:

• coordinate and manage a caseload
• provide information, advice and options
• offer practical and emotional support with decluttering
• help clients make informed decisions about their home environment
• collaborate with colleagues and external partners

This is a deeply person-centred role requiring a trauma-informed, sustainable approach to reduce risks, improve wellbeing and support tenancy sustainment.

Who we’re looking for

Across both roles, we’re looking for someone who:

• is empathetic, patient and committed to supporting vulnerable people.
• can use sound judgement in sensitive or complex situations.
• is proactive, organised and confident communicating with a wide range of people.
• can build trust and rapport with clients facing difficult circumstances.
• works well within a collaborative, multidisciplinary team.

Experience supporting older or vulnerable people is highly desirable.

Why join WECHI?

You’ll be part of an organisation with a big heart, a strong social purpose and a team that genuinely cares. Every day, your work will empower people to live safely, independently and with dignity, making a tangible difference in their lives and in our community.

Closing date: 08/01/2026 at midday.

​Interview dates: Wednesday 14th January and Thursday 15thJanuary.

To apply, please submit your CV and a supporting statement (no more than two pages) through the provided link, telling us whether you have a preference between the two roles and why you believe you are the right person for the position.

We are currently recruiting for a Principal Regulatory Lawyer. The Principal Regulatory Lawyer will lead responsibility for the provision of legal advice to the wider Trust on all aspects of Regulatory law as it affects the Trust, including health and safety law, environmental and reservoirs regulation.

Location & coverage

The position will be offered on a remote working basis, with a requirement to attend our main hub spaces on occasion for meetings.

Key Accountabilities:

• Lead strategic advisor on all aspects of health and safety law and management, providing advice across and at all levels of the organisation (including the Executive and the Board) on legal risk and compliance.
• Advising the Trust on compliance with health and safety law in respect of colleague (employee and volunteer) safety
• Supporting the Senior Environment Lawyer, providing legal advice on all aspects of environmental and reservoirs regulatory compliance, including environmental permits, abstraction licensing, reservoirs, and wildlife protections.
• Managing the Trust’s response to incidents leading to enforcement action by a regulator.
• Providing legal advice on a fit for purpose approach in respect of the management of health and safety risks of  public use of the Trust’s inland waterway network
• Supporting the development of Trust health and safety policy and processes, including risk assessment, reporting and investigations, 
• Advising the Trust’s Health & Safety team on regulatory aspects of health and safety law, assisting in responding to coroners reports, inquests and HSE enquires, notices and enforcement action

What we offer:

In addition to your salary of up to  £55,000 (dependant on experience), you will benefit from a competitive contributory DC Pension scheme arrangement, great holiday entitlement and numerous other employee benefits, including several salary sacrifice benefits:

• Competitive contributory DC Pension scheme arrangement, where we will double your contribution to a maximum of 10%. 
• 25 days paid holiday (plus paid Bank Holidays), increasing to 30 days after 5 years. 
• Home working status with ‘hub’ facilities available should you need the flexibility to work outside of home. 
• Free access to specialist counselling on a range of issues, e.g., health, financial, well-being and domestic matters.  
• Access to a range of employee benefits including store discounts, boating holiday discounts and holiday purchase scheme.  
• 2 days paid volunteering leave per annum, allowing you to volunteer for a local community project etc. 
• Free fishing facilities across our canal network. 

Mental Health Advice Worker – Mind in Brighton and Hove

Contract: Fixed term until 31st March 2027 (with possible extension).

Hours available: 21 hrs per week (3 days).

Salary: FTE £26,861 per annum | Actual salary £16,116 per annum.

Mind in Brighton and Hove empowers and supports people who have experience of mental health issues in Brighton and Hove and West Sussex. We are a Local Mind Affiliated to National Mind.

We are seeking to appoint a Mental Health Advice Worker for our busy and established service in Brighton and Hove. The role plays an essential part in our response to those people contacting us with their mental health enquiries and concerns.

You will be responsible for offering a range of face-to-face and telephone mental health advice and information to people living in the city, including carers and family members who have contacted us with a mental health concern. The service also delivers awareness-raising wellbeing workshops and community outreach as part of its delivery.

The role involves supporting people to identify strategies for looking after their own mental health and wellbeing, along with providing self-help information and resources.

You will require excellent communication skills, a track record of undertaking advice work and experience of successfully engaging and working with people with lived mental health experience. A commitment to and understanding of the recovery model is essential.

In return, we offer a range of benefits including full induction, training and 29 days’ leave (pro rata) per year excluding bank holidays, 3% pension contribution and access to a 24-hour Employee Assistance Programme.

All successful applicants are subject to Disclosure and Barring Service (DBS) clearance.

Closing date: Wednesday, 7th January 2026.

Successful candidates will be notified of interview details by 5 pm on 9th January 2026.

Interviews will be held on Wednesday, 14th January 2026, at 51 New England St, Brighton BN1 4GQ.

For full job details and the application pack, click the Apply button.

We are committed to equal opportunities, and we value diversity in our workforce and aim to recruit a workforce that reflects the communities we serve. We encourage applications from everyone irrespective of age, disability (including experience of living with mental health issues), gender reassignment, race, religion or belief, sex, sexual orientation, marriage and civil partnership, and pregnancy and maternity. 

East London Students' Union is a progressive charity that supports around 25,000 students that study at the University of East London. We are based in one of the most diverse boroughs in Europe and our membership proudly reflects the communities where we are based.

Our purpose is to support and empower our students by representing their views and providing a range of supportive services, events and activities to make university life the amazing experience it should be. Our Docklands offices, meeting rooms and reception area were fully refurbished last year. In Stratford, we opened our new sitting-around areas, reception, performance rooms and meetings room. Last January, we opened our first café, Nook, on our Docklands campus. In September, we opened a second café, Idle, in Stratford.

We're now working to build a students' union that champions their aspirations and can deliver what's needed to make a difference. We're excited about this and have invested in several new posts to give us the expertise needed. We're in the last year of our strategic plan and will be starting work on our next phase later this year.

If you are excited by the opportunity to help us do things differently, empower others and build a students' union that can better support our students, then we could have a role for you. If you can operate in environments where change is continual, challenges multi-faceted and where solutions require innovative thinking, you'll thrive here. You'll also need to be self-driven, able to operate with autonomy and be able to balance competing priorities.

As an advice caseworker, you’ll provide impartial advice to students on academic matters, and represent and support students in meetings and panels in more complex cases. You’ll use your experience to help us do more preventive work to help our students to take action on their own behalf. You’ll have excellent attention-to-detail and maintain accurate and comprehensive casework notes. (We have two vacancies.)

Diversity is one of the defining features of life at UEL, with over 180 nationalities represented in our student body. We are based in Newham, where more than 74% of residents are from Black, Asian and minority ethnic communities. As we grow our staff team, we are passionate about making our teams representative of the students we support and the communities we operate in. We therefore especially welcome applications from Black, Asian and minority ethnic candidates and other candidates typically underrepresented in leadership.

About the Role

The Debt Advice Caseworker will provide an in-person high-quality debt advice and casework service to the organisation’s clients.

The Debt Advice Caseworker will provide mentoring and support to their co-workers, which will help develop their skills and expertise in debt and money management service, ensuring they deliver our clients with the best possible service.

A demanding role, whereby the Debt Advice Caseworker will have the ability to understand and deal with complex information.

They will work collaboratively with their team, management and external organisations.

Flexibility is a key characteristic of all our posts, and the post-holder may be asked to carry out other tasks consistent with the grade from time to time.

About us

Citizens Advice Liverpool is a charity that provides free, confidential and impartial advice to people who live and work in the city. We depend on a workforce of paid staff and over 120 trained volunteers. We give people the knowledge and the confidence they need to find their way forward – whoever they are, and whatever their problem. We are the leading provider of advice and advocacy services in Liverpool and have helped clients with over 106,000 issues in 2022/2023.

CAL have achieved accreditation with the Workplace Wellbeing Charter, showing we are committed to improving the health and wellbeing of our workforce. We've also gained an award for outstanding contribution by an employer to workplace health and wellbeing 2022 by Merseycare NHS Foundation Trust.

We've gained awards from Citizens Advice National recognising our Advising Margainalised Communities Team for championing equity, diversity and inclusion in both 2021 and 2021. We were also named volunteer team of the year in 2022.

As well as a competitive salary CAL also provides access to:

• 27 days annual leave plus bank holidays

• Hybrid Working Scheme

• Interest free travel loans

• Employee Assistance Programme

• Pension Scheme

• Cycle to Work Scheme

• Lifestyles Gym Membership (20% corporate discount)

• Enhanced maternity, paternity and adoption leave pay 

Closing date: 2 January 2026 at 10:00:00

Assistant Benefits Advisor
Salary £24,000 FTE (rising to £27,000 per year FTE after 1 year and completion of training) 
17.5 - 21 hours per week, 6.6 weeks holiday   
Remote working with occasional travel for events and meetings in West Sussex

Are you passionate about working with SEND families? 
Do you have the transferable skills and qualities to train as a benefits advisor?

We have an exciting opportunity for someone to join a rapidly growing caring charity with the benefits of flexible family friendly working (from home), generous holiday, pension scheme, travel expenses, laptop and phone provided.  

Reaching Families was established in 2008 to empower, inform and support parent-carers and families of children and young people with special educational needs and disabilities in West Sussex.  We achieve this through the delivery of our services providing information, training and peer support.

Our Benefits Advice Service provides support to parents of children and young people with SEND in West Sussex applying for Carer’s Allowance, Disability Living Allowance (DLA) and Personal Independent Payments (PIP).  Offering 1-2-1 advice sessions on the above benefits, support with claim checking of draft applications, information resources on benefits and other sources of financial support, and training workshops on DLA, PIP and Universal Credit.

We are looking to recruit a skilled and motivated Assistant Benefits Advisor to join our team
The post holder will be responsible for supporting our Benefits Advisor with the delivery of information, advice and guidance on Carers Allowance, Disability Living Allowance (DLA) and Personal Independence Payment (PIP) to parent-carers of children and young people with special educational needs and disabilities (SEND) in West Sussex.  This is a training role with the view to promotion to Benefits Advisor following completion of training. 

Person Specification (essential):
• Understanding of challenges facing parents and carers of children with SEND 
• Passionate about improving the life chances of children with SEND and their parents/carers, and families
• A highly motivated self-starter with a flexible approach to working life 
• A creative and strategic thinker 
• Committed to professional and personal development and lifelong learning 
• Ability to work independently and manage a diverse and demanding workload 
• Comfortable working with people from a diverse range of backgrounds
• Excellent inter-personal and communication skills
• Excellent writing and editing skills 
• Experience of using MS Office including SharePoint
• A good all-round education including GCSE’s (or equivalent) or NVQ level 2 

See attached job description for details and full criteria 

We welcome applications from all members of the community and value diversity in the organisation. Please contact us if you require any reasonable adjustments to be made to the application or interview process due to any disability or health requirements. 

Closing date for applications is 12th January 2026

Interviews to be held in Littlehampton on 21st/22nd January 2026

To apply please complete the attached application form and share why you feel you fit the role and person specification (see attached documents) 

• Would you like the opportunity to lead an essential service assisting around 3,000 older residents each year?
• Do you love working collaboratively in a busy vibrant environment? 
• Could you contribute to the development of current and new activity to benefit older people?

Manage our Community Support Team at Age UK Sutton

The Community Support team is Age UK Sutton's front door service, providing regulated Information & Advice to the residents of Sutton.  The team support in excess of 3,000 people per year providing a mixture of light touch information provision through to long-term advice provision and casework. 

The service provides free, confidential and impartial information and advice to all older people and their families and carers.  We work with older people to identify their own goals, set priorities and create a shared action plan whilst maintaining high levels of customer care.

The Community Support Manager provides operational and supportive leadership for the team and has the opportunity to work on contract monitoring, strategic planning and development of the service. You will ensure all delivery requirements are met and to quality standards, be responsible for data management and embed and champion a person-centred approach where older people are suppported. 

We are looking for a supportive and engaged Manager who:

• Has experience of delivering or managing services in a front-line setting or who shows clear potential to move into a management role
• Can work on their own initiative, monitoring and meeting targets and problem solving
• Can develop and deliver a client journey to ensure effctive and efficient service provision, and has the ability to build relationships with other organisations
• Is able to support staff and volunteers in managing potentially emotionally charged and challenging situations

Training and development opportunities are available to all staff.   

Full details about the role, including key responsibilities, can be found within the job pack. We encourage applicants to contact us for an informal chat to discuss the opportunity and working at Age UK Sutton. You will be able to view the job pack once you hit apply. 

We are seeking a dedicated Grants Officer to join our Online Grants Team ensuring that members of the Armed Forces Community receive crucial financial assistance when they cannot cover essential welfare needs themselves. This role is a vital link in providing immediate, life-changing support.

Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.

The Grants Department is dynamic, adapting its focus based on RBL strategy and emerging community needs. The team operates across two primary functions: the Online Grants Team and the Central Grants Team, and flexibility is essential to meet high service demands and ensure continuous support across the department.

Key responsibilities underpin our service delivery including:

- Case Advocacy: Assess case priority and know when to advocate for established policy exceptions to meet the applicant’s needs most appropriately.
- Customer Service Excellence: Deliver considered, tailored support and communicate all decisions and updates clearly, professionally, and within a 24-hour response time.
- Expert Knowledge: Maintain working knowledge of welfare benefits and relevant statutory provisions.
- Value & Compliance: Identify the most cost-effective products and ensure all data handling adheres to GDPR and charitable requirements.
- Professional Conduct: Manage challenging situations and complex client issues with the utmost compassion, dignity, and professionalism.

You will be contracted to your home address, and you will perform most of your work remotely there using our collaboration tools to work with colleagues, with occasional travel (incl. for monthly team meetings).

Employee benefits include

- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Generous pension contributions, with Employer contributions ranging from 6% to 10%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!

For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert. Our shortlisting is performed on the evidence provided in your application against the Essential and Desirable criteria in the Person Specification.

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.

We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.
 

We are recruiting for two opportunities: one Permanent position and one Fixed-Term (12 months) position.

This role sits within our Connecting Communities service, which is an element of the larger Mental Health and Wellbeing Service in Tower Hamlets. The post holder will be committed to supporting our clients through their recovery and developing greater resilience and wellbeing. This role will offer a personalised approach to accessing welfare and housing-related advice and information, through casework, workshops and advice surgeries.

What you’ll do 

• Provide welfare benefits and housing advice to support people with mental health challenges to live independently in the community.
• Help clients understand and resolve issues related to welfare benefits and ensure they receive their correct entitlements.
• Run workshops, groups, and advice surgeries on welfare benefits and related topics, such as money management.
• Work collaboratively with the Connecting Communities team, mental health services, housing associations, and other providers to support welfare benefits enquiries, referrals, and training needs.

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.

Team background

The Advice Services directorate at Toynbee Hall is central to our commitment to address and alleviate poverty in London and beyond. Specialising in debt, welfare benefits, legal support, and generalist advice, our directorate has proven instrumental in significantly enhancing the financial wellbeing of those we serve. Last year alone, our efforts helped individuals and families to be over £23 million better off, showcasing the direct impact of our work.

Our operational model combines direct service provision with a collaborative approach. We directly employ a number of advisors who deliver expert, impartial advice. Simultaneously, we lead a coalition of 15 partner charities—including local Citizens Advice Bureaus and law centres—where additional advisors are employed. This structure allows us to amplify our reach and effectiveness, ensuring that a comprehensive network of support is available to those in need.

By integrating direct support with strategic partnerships, the Advice Services directorate not only tackles immediate financial and legal challenges but also contributes to the broader goal of systemic change, enhancing economic security and community resilience across one of the most challenged demographics in the nation.

Job purpose

To coordinate and support the delivery of marketing, events, and outreach activity across Toynbee Hall’s Advice Services, with a particular focus on the Debt Free Advice partnership. The postholder will work closely with our external design company, local partners across London, and internal teams to raise awareness of our advice offer, strengthen client attraction, and ensure consistent, high quality brand presence across all sites and events.

Scope of role

The Marketing Coordinator supports the full marketing, engagement, and outreach function for Advice Services, including campaign delivery, creative asset coordination, event and pop up planning, partnership engagement, and on site marketing support. The role works across multiple London locations and service areas such as debt advice, welfare benefits, financial health, and community outreach. The postholder ensures that materials, events, and campaigns are delivered on time, on brand, and aligned with client attraction goals, with a substantial portion of activity focused on supporting the Debt Free Advice partnership.

What We’re Looking For:

• Experience in marketing, events coordination, communications, or outreach activities.
• Strong organisational and project management skills.
• Confident communicator with experience working alongside partners, suppliers, or community groups.
• Ability to work across multiple London sites with minimal supervision.
• Strong attention to detail and commitment to brand consistency.
• Ability to manage competing deadlines in a busy service environment.
• Collaborative, solutions focused approach.
• Fluency with ios

• Commitment to working in line with Toynbee Hall’s values:
  • Inclusive – open-minded, transparent, collaborative; seeking fresh and alternative perspectives.
  • Courageous – principled, ambitious, and acting with integrity.
  • Empowering – shifting power, sharing knowledge, and enabling people to take action for themselves.

Please download the full Job Description for more details.

Our Benefits Package

We believe in supporting our employees with a well-rounded benefits package designed to enhance work-life balance, financial security, and overall well-being.

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

We’re committed to creating a supportive and rewarding work environment, because when our team thrives, we all succeed!

This is a fascinating role for a dynamic commercial property professional with an appreciation of the property needs and experience of the voluntary sector.  We are looking for a surveyor with a proven track record in revenue generation and new business development who can work with a small team of dedicated professionals. 

ABOUT THE ETHICAL PROPERTY FOUNDATION

The Ethical Property Foundation (“EPF”) is unique: the UK’s only dedicated property advice charity for the voluntary sector. (Registered Charity number 1101812 in England & Wales) Incorporated in 2003, we have supported thousands of voluntary organisations to manage their premises successfully whether rented or owned. Since 2015, we have been the lead referral partner to the Charity Commission for land & property advice and preferred supplier to the Lloyds Bank Foundation. 

Our mission is to equip voluntary organisations with the knowledge and confidence to make the most of the property they occupy and manage, for the benefit of their services and beneficiaries, without crises or compliance failures.

We are a small, dynamic, and enterprising not-for-profit. Our services comprise  free, independent property guidance and support; affordable consultancy; plus online property education. Our combined expertise and unique perspective mean we are much in demand from policymakers, and sector thought leaders. Funding comes from philanthropic donations, grants, corporate partnerships and earned income from affordable consultancy.  In 2023, we launched the voluntary sector’s first interactive online Weston Property Manual for which we were finalists in two major voluntary sector awards. In 2024 we celebrated the 21st Anniversary of our incorporation.

We employ four part-time employees: the CEO, Head of Property Services, Operations Manager, and Administrator - 2.45FTE, supported by a further nine self-employed Associates and Volunteers of whom eight are chartered surveyors. In addition, we run an expert Register of fifteen property professionals, primarily commercial property solicitors, who provide advice on a pro-bono and discounted fee basis. 

 JOB DESCRIPTION

The Head of Property Advisory is the lead member of the Property Advice Team comprising Associate Property Advisors. The team is supported by The Foundation’s Register of Property Professionals. The Property Advice Team provides advice, consultancy and educational services. This service is delivered by providing on-line information, free helpdesk guidance, training events and consultancy projects to assist organisations in making informed property decisions. The Head of Property Services will have the following key areas of activity and responsibility:

1. Developing the Affordable Consultancy  

The Head of Property Services leads on all aspects of building our affordable consultancy and delivers sales income in line with agreed targets. This will include:  

· Identifying potential clients and proactively seeking opportunities to bid for work.

· Responding to enquiries from potential clients, conducting initial meetings to ascertain support required and putting together carefully priced proposals tailored to client needs.

· Developing and maintaining relationships with key partners, including Lloyds Bank Foundation.

· Tracking of enquiries and work in progress with support from the Operations Manager; ensuring accurate records are maintained and providing information and reports to the CEO and Trustees for invoicing and fundraising purposes.

·  Developing new products for the charity sector, making the EPF relevant and providing new and growing income streams.

· Ensuring EPF communication channels appropriately promote our services.

2. Management of Property Advice Team 

The Head of Property Services directly line-manages the Associates in delivery of the Affordable Consultancy:  

·  Developing and maintaining appropriate processes and templates for development and delivery of work.  Disseminating as necessary and ensuring processes followed by team members.

·  Oversight of all support, advice and training provided by the team to ensure consistent high levels of content quality and customer care are maintained.

· Oversight of the free Property Advice Service, co-ordinating with the Property Advisors running the service and responding to enquires who may require affordable consultancy services.

· Ensuring consultancy projects are allocated to team members with appropriate knowledge, experiences and availability. 

· Developing excellent working relationships with members of our Register of Property Professionals to introduce charities for effective support. 

· Delivering excellent customer care by coordinating the Foundation’s support to charities until their project is resolved.

· Supporting the team to ensure property materials for training and online guidance are accurate and appropriate.

3. Additional duties may include:  

· Representing the Foundation and presenting at external events.

· Working proactively to ensure that the Property Advice Team remains up to date with property and charity sector knowledge.

· Develop a broad knowledge of complementary organisations and services that can provide support to enquirers to the Property Advice Service, or opportunities for partnership working or collaboration with the Foundation.

· The Foundation requires all employees to work with due regard for the Foundation’s ethos and policies including health and safety, equality and the environment.  All our team must have DBS clearance.