Advice jobs

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 supported 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. Working as part of the Exeter Crisis & Resilience Fund partnership, you will manage a caseload of clients experiencing complex financial circumstances, providing FCA-regulated debt advice, welfare benefits advice, budgeting support, advocacy and practical assistance. Recognising that financial hardship rarely exists in isolation, you will work closely with housing providers, landlords, Exeter City Council and partner organisations to address the wider issues affecting people's financial wellbeing.

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

Main Duties and Responsibilities

1. Specialist Money Advice and Casework

• Deliver person-centred money advice and holistic support to individuals and families experiencing financial hardship, housing insecurity and complex needs.
• Manage a caseload of clients, providing tailored interventions including budgeting, debt advice, income maximisation, welfare benefits advice and financial capability support.
• Provide FCA-regulated debt advice, including Debt Relief Orders and other debt solutions where appropriately trained, or refer clients to specialist services where required.
• Support clients experiencing fuel poverty through tariff advice, supplier negotiation and practical interventions.
• Develop personalised support plans that address both immediate financial difficulties and longer term financial resilience.
• Advocate on behalf of clients with creditors, landlords, utility providers, housing services and statutory agencies to achieve the best possible outcomes.

2. Housing and Homelessness Prevention

• Work proactively with clients to sustain tenancies and reduce the risk of homelessness.
• Liaise with landlords, housing associations, Exeter City Council Housing Options and other housing providers to resolve tenancy-related issues.
• Support clients living in temporary accommodation or experiencing housing insecurity.
• Assist clients to access housing-related benefits, CRF Housing Payments and other financial support.
• identify housing risks early and implement practical interventions to prevent crisis wherever possible.

3. Outreach, Engagement and Financial Resilience

• Deliver outreach across Exeter through home visits, community venues and other trusted locations to engage people who may struggle to access traditional advice services.
• Build trusted, professional relationships with clients, adapting communication and support to meet individual needs.
• Support the delivery of financial education sessions, including Navigate the Money Maze and other financial capability initiatives.
• Help clients develop the knowledge, confidence and practical skills needed to manage their finances independently and reduce future reliance on crisis support.

4. Partnership Working

• Work collaboratively with Navigate, Churches Housing Action Team, Exeter City Council and other partner organisations to deliver a coordinated 'No Wrong Door' service.
• Maintain effective referral pathways and ensure clients receive seamless transitions between crisis intervention and longer-term support.
• Attend partnership meetings, case discussions and multi-agency forums where appropriate.
• Signpost and make warm referrals to specialist services to address wider health, housing, employment and wellbeing needs.

5. Systems, Recording and Compliance

• Maintain accurate, timely and high-quality case records using the partnership's case management system - Advicepro.
• Use digital systems and organisational tools effectively, including secure client portals and AI supported technologies where appropriate.
• Ensure all work complies with FCA requirements, safeguarding procedures, GDPR and organisational policies.
• Maintain appropriate professional boundaries and ensure confidentiality at all times.

6. Monitoring, Quality and Outcomes

• Record outcomes and client progress accurately to support contract monitoring and service evaluation.
• Contribute to client feedback, case studies and continuous improvement activities.
• Work towards agreed performance targets while maintaining high standards of client care and professional practice.

7. Professional Practice

• Deliver services in line with person-centred, relationship-based and trauma-informed principles.
• Participate in supervision, reflective practice, team meetings and ongoing professional development.
• Keep knowledge of money advice, welfare benefits, housing and homelessness legislation up to date.
• Promote equality, diversity and inclusion, ensuring every client is treated with dignity, respect and compassion.

General Duties

• Develop and maintain positive working relationships with partner organisations, referral agencies and community stakeholders, promoting collaborative working across the Wis£rmoney partnership.
• Support service improvement by gathering client feedback and identifying opportunities to improve service delivery.
• Work in accordance with organisational policies, procedures and professional standards at all times.
• Contribute positively to team meetings, partnership working and organisational learning.
• Support managers in responding to enquiries, complaints and compliments in a timely and professional manner.
• Undertake any other duties appropriate to the role and participate fully in training and continuous professional development.

We're looking for people who genuinely want to make a difference. You don't need to have worked in money advice before. If you're an excellent communicator, a natural problem solver and enjoy working with people, we'll provide the training and support you need to succeed. This role is about much more than providing advice. It's about building trusted relationships with people who may be experiencing financial hardship, poor mental or physical health, trauma, disability, homelessness, digital exclusion or other barriers that make accessing traditional services difficult. If you're compassionate, resilient, organised and committed to helping people rebuild their confidence and financial stability, we'd love to hear from you.

Job Purpose:

The Client Liaison Officers are the first point of contact for individuals referred into the Crisis & Resilience Service and play a vital role in ensuring people receive timely, compassionate and person-centred support. Acting as the gateway into the service, you will build trusted relationships from the very first contact, undertaking holistic assessments to understand not only an individual's financial situation but the wider circumstances affecting their wellbeing and resilience.

You will respond quickly to people experiencing financial hardship or crisis, helping to stabilise their immediate situation through income maximisation, welfare benefits advice, crisis planning and practical support. Working closely with partner organisations, you will ensure every client is connected to the right support at the right time through a coordinated 'no wrong door' approach. You will maintain regular contact with clients throughout their journey, preventing disengagement and ensuring individuals feel supported whilst awaiting ongoing casework. Through empathy, knowledge and flexibility you will remove barriers to engagement, helping clients prepare for specialist advice and supporting them to build the confidence and skills needed for long-term financial resilience.

The role combines triage, welfare benefits advice, crisis intervention, client engagement and case coordination to provide an accessible, responsive and trauma-informed service for some of the most vulnerable people in the community.

Main Duties and Responsibilities

Client Engagement and Triage

· Act as the first point of contact for all referrals into the Crisis & Resilience Service.

· Contact new referrals promptly, normally within one working day wherever possible.

· Build positive, trusting relationships from the first interaction.

· Complete holistic needs assessments to understand each client's circumstances, priorities and support needs.

· Identify risks relating to homelessness, utility disconnection, enforcement action, safeguarding and financial crisis.

· Assess barriers to engagement including poor mental health, disability, trauma, digital exclusion, literacy, caring responsibilities and rural isolation.

· Undertake and maintain appropriate risk assessments, including those relating to lone working, to support and safeguard the health, safety and wellbeing of clients and staff.

· Agree preferred communication methods with each client and tailor support accordingly.

Crisis Intervention

Provide immediate practical support to help stabilise clients experiencing financial hardship by:

· Maximising household income through welfare benefits advice and applications.

· Supporting Crisis Fund applications where appropriate.

· Completing benefit entitlement calculations.

· Assisting clients to gather supporting evidence.

· Developing emergency budgets.

· Identifying priority debts.

· Negotiating with priority creditors where appropriate.

· Supporting Breathing Space applications.

· Protecting essential services including fuel and housing.

· Arranging emergency support including food, fuel and other crisis assistance where available.

Aim to stabilise urgent situations within three working days wherever possible.

Welfare Benefits Advice

· Provide high-quality welfare benefits information and advice.

· Complete benefit entitlement checks.

· Support new claims and changes of circumstances.

· Assist clients with mandatory reconsiderations and appeals where appropriate.

· Identify opportunities to maximise household income.

· Keep knowledge of welfare benefits legislation up to date.

Client Journey and Case Coordination

· Allocate clients to the most appropriate adviser based on complexity and need.

· Maintain oversight of client journeys.

· Ensure no client disengages or is lost within the system.

· Maintain regular contact with clients awaiting specialist advice.

· Support clients to engage with "Get Advice Ready" sessions to help clients prepare documentation and understand the advice process.

· Make warm referrals to partner organisations with client consent.

· Support seamless transitions between crisis intervention and longer-term casework.

Outreach and Accessibility

· Deliver support flexibly through telephone, video, secure digital communication, outreach venues and home visits where appropriate.

· Remove barriers preventing individuals from accessing advice.

· Adapt communication styles to meet individual needs.

· Promote financial education opportunities and encourage participation where appropriate.

Partnership Working

· Develop positive working relationships with partner organisations.

· Liaise with statutory agencies including housing, adult social care, DWP and health services.

· Attend multi-agency meetings where appropriate.

· Promote the "No Wrong Door" approach to service delivery.

Systems, Recording and Compliance

· Maintain accurate and timely case records using AdvicePro.

· Complete all monitoring requirements.

· Record outcomes, interventions and client progress.

· Maintain GDPR compliance.

· Use digital systems including client portals, Open Banking and automated workflows where appropriate.

· Ensure safeguarding concerns are recorded and escalated immediately.

Continuous Improvement

· Participate in supervision and reflective practice.

· Contribute ideas for improving systems and processes.

· Support service evaluation through client feedback and case studies.

· Keep professional knowledge up to date through continuous professional development.

We're looking for an experienced money advice professional who is passionate about making a real difference to people's lives. You will have a minimum of two years' experience delivering money and debt advice, with the ability to support, motivate and develop others. Whether you're an experienced Team Leader or ready to take the next step in your career, you'll be committed to delivering high quality, person-centred services and achieving the best outcomes for clients. This role is about more than managing performance. It's about leading by example, supporting people experiencing financial hardship, poor mental or physical health, trauma, disability, homelessness or digital exclusion, and helping your team deliver flexible, relationship-based support. We're looking for someone who is compassionate, resilient, organised and solution-focused, with excellent communication skills and a collaborative leadership style, committed to continuous improvement and helping people build long-term financial resilience. 

This role forms part of the Exeter Crisis & Resilience Fund partnership, delivered by Navigate, Churches Housing Action Team (CHAT) and Encompass Southwest – the collaboration is known as Wis£rmoney. Together, we provide a seamless service that supports residents from immediate financial crisis through to long-term resilience. Our partnership combines specialist money and debt advice, welfare benefits advice, housing support, homelessness prevention, trauma-informed practice and financial education to provide holistic support for people experiencing financial hardship. Rather than asking people to navigate multiple services, we work together to ensure they receive the right support at the right time, through a coordinated 'No Wrong Door' approach. 

The Crisis & Resilience Fund Team Leader will lead the delivery of the Exeter Crisis & Resilience Service, providing operational leadership to a multidisciplinary team delivering high-quality, person-centred support to residents experiencing financial hardship, crisis and multiple disadvantage. The postholder will line manage Navigate's Client Liaison Officers and the Money Advice Caseworkers employed by partners Churches Housing Action Team (CHAT) and Encompass Southwest to ensure a seamless, coordinated service that supports individuals from immediate financial crisis through to long term resilience. As Navigate's operational lead for the contract, the Team Leader will foster strong partnership working, maintain effective communication across organisations and ensure clients experience a consistent 'No Wrong Door' approach. Alongside leadership responsibilities, the postholder will manage a small caseload of complex clients, delivering FCA-regulated debt advice, welfare benefits advice, advocacy and holistic financial resilience support. They will provide guidance and oversight for complex casework, ensuring clients receive timely, flexible interventions tailored to their individual circumstances.

The Team Leader will champion Wis£rmoney’s relationship-based, trauma-informed approach, recognising that financial hardship rarely exists in isolation. By supporting staff to build trusted relationships with clients, remove barriers to engagement and address the wider issues affecting financial wellbeing, the role will help residents achieve sustainable financial stability, independence and resilience. The postholder will also be responsible for ensuring the service meets all contractual, regulatory and quality requirements, monitoring performance, driving continuous improvement and embedding innovative ways of working that enhance client outcomes while maintaining the personalised support that is central to the service model.

Key Responsibilities

Leadership and Service Management

• Lead Wis£rmoney's delivery of the Exeter Crisis & Resilience Fund service, ensuring a high-quality, person-centred service that reflects the partnership's shared values and objectives.
• Line manage and support Client Liaison Officers (2) and Money Advice Caseworkers (2), providing regular supervision, reflective practice, coaching and annual appraisals.
• Promote a positive, supportive team culture that prioritises staff wellbeing, continuous learning and high-quality client outcomes.
• Provide guidance and support on complex casework, safeguarding concerns and risk management.
• Lead by example, demonstrating relationship-based, trauma-informed approach to supporting people experiencing financial hardship.

Specialist Casework

• Manage a small caseload of clients with complex financial circumstances requiring specialist intervention.
• Deliver FCA-regulated debt advice, welfare benefits advice, budgeting support, income maximisation and advocacy.
• Develop personalised support plans that address both immediate financial crisis and longer-term resilience.
• Negotiate with creditors, landlords, utility providers and statutory agencies to achieve the best possible outcomes for clients.
• Support clients to access appropriate debt solutions, including Debt Relief Orders and bankruptcy where appropriate. 

Quality Assurance and Compliance

• Ensure all advice delivered by Wis£rmoney meets FCA requirements, Advice Quality Standard expectations and organisational policies.
• Carry out regular case reviews, file audits and quality assurance checks to maintain consistently high standards.
• Ensure accurate and timely recording of casework using AdvicePro and associated digital systems.
• Promote excellent information governance, GDPR compliance and safeguarding practice throughout the service.
• Support preparation for contract monitoring, audits and quality inspections.

Partnership Working

• Act as Navigate's operational lead within the Exeter Crisis & Resilience Fund partnership.
• Work collaboratively with Churches Housing Action Team, Encompass Southwest, Exeter City Council and other partner organisations to deliver a coordinated 'No Wrong Door' service.
• Build strong relationships with local agencies to improve referral pathways and client outcomes.
• Represent Wis£rmoney at partnership meetings, operational groups and multi-agency forums.
• Support collaborative problem-solving and contribute to the ongoing development of the partnership.

Service Delivery and Performance

• Ensure timely allocation of referrals according to client need, complexity and risk.
• Maintain oversight of client journeys, ensuring seamless transitions from crisis intervention to longer term resilience support.
• Monitor performance against contractual targets, quality standards and key performance indicators.
• Contribute to contract monitoring reports and evaluation, ensuring outcomes and impact are accurately recorded.
• Identify emerging trends, unmet need and opportunities to improve service delivery.

Outreach, Innovation and Continuous Improvement

• Promote innovative approaches that improve accessibility, efficiency and client outcomes while maintaining personalised support.
• Support the implementation of new systems, digital technologies and service improvements across the partnership.
• Encourage reflective practice and continuous improvement, identifying opportunities to strengthen processes and remove barriers for clients.
• Keep up to date with changes in legislation, regulation and best practice relating to money advice, welfare benefits and financial inclusion.

Safeguarding and Risk Management

• Ensure safeguarding policies and procedures are fully implemented across the service.
• Provide advice and escalation support for safeguarding concerns and high-risk cases.
• Promote safe working practices for staff delivering home visits, outreach and community-based support.
• Foster a culture where safeguarding, professional curiosity and client wellbeing underpin every aspect of service delivery.

Are you motivated by empowering and supporting others? Could you help us achieve our goal of helping everyone find a way forward, whatever problem they face? 

North Yorkshire Citizens Advice & Law Centre is looking for enthusiastic individuals to join our advice team and make a real difference to the community. As an Advice Trainee, you will learn about all aspects of our service and develop the skills needed to deliver high quality advice on debt, welfare rights, employment, housing, family and other issues. Advice is delivered primarily over the phone, but you will also support clients via email and in person.

The successful applicant will have a positive attitude and a willingness to learn, along with good IT and communication skills. You will need the ability to work both independently and as part of a team. 

This role would suit someone who is passionate about achieving the best outcomes for clients and is committed to reducing the impact of the cost of living crisis. Previous advice experience is not essential, as full training will be provided. Trainees typically become proficient in the role within 12-18 months. 

The preferred location for this role is our Northallerton office. We will also consider applications from candidates wishing to be based in our Harrogate, Selby, or Scarborough offices.

For more details please view our websit via the apply button.

Citizens Advice Wirral has secured funding to create an additional role within the leadership team for a Team Lead - Advice and Outreach. The successful candidate will line manage frontline staff and will also need to develop partnerships with local organisations in order to create referral pathways for clients who need advice and support. If you are someone who is able to motivate and challenge people, with great communication skills, please see the full job description for further details of this exciting role.

Citizens Advice Wirral is a local charity that supports Wirral residents by providing advice, information, casework and social prescribing services. We assist clients with a range of issues including benefits, debt, employment, housing and life challenges that affect their health and wellbeing.  Citizens Advice Wirral also actively works for change in the policies and practices of organisations that impact our clients - we are passionate about the difference our Research and Campaigns work can make to people’s lives.

Our values shape how we as an organisation operate and how we work with each other across all roles: Open and Honest, Professional, Empowering, Non-judgmental and Approachable. They apply to all areas of our advice-giving, our research and campaigns work and how we challenge discrimination and champion equality. 

Working for Citizens Advice Wirral has a range of benefits including:

• A generous holiday allowance of 25 days (rising to 30 days) plus bank holidays (pro-rata)

• Agile working with both home and office-based days (role dependent)

• A contributory pension scheme 

• Employee Assistance Programme

• Invigor8 Corporate Membership available

To find out more and start your application please click on the Apply button.

Role Context

General practice teams inPrimary Care Networks across Englandnow haveaccesstodedicatedLink Workers to provide the following functions:

1. To support patients with long term conditions to access non-clinical support in their communities with a view to reducing loneliness and increasing wellbeing activities 

2. To support the clinical staff within the PCN to understand what services are available in their communities and how to access them. 

The successful Link Worker candidates will work withinCitizens Advice on Prescription Liverpool service to provide allocated GP teams and a variety of statutory and non-statutory partner agencies with access to a person-focused service thatwill be deliveredin health centres, community health settings andinpeoples’ homes.

The Link Worker serviceis an essential part of theestablishedCitizens Advice Liverpool service andincreasestreatment options for health practitioners, and its highly motivated teamwork closely with health professionals andcommunity organisations to support patients to make lifestyle changes. The successful candidates will meet patients in a variety of settings and support them to develop a pathway to improved health and well-being. To provide this support you will need to develop a sound knowledge of local health, social and voluntary services. 

This scheme will enable GPs to refer patients to social activities and other types of support to improve health and wellbeing. The new staff team will engage the patient and ‘co-design a non-clinicalsocial prescription serviceto improve their health and well-being using services provided by the voluntary and community sector’

TheLink Worker is responsible for enabling and supporting a patient to assess their needs, co-producing solutions for them making use of appropriate local resources.

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

RCJ Advice is an exceptional Citizens Advice and Law Centre delivering national legal advice services, both frontline and second tier, to people who are unable to afford legal representation and advice. We are based within the Royal Courts of Justice, the Central London Family Court and community sites across London, where we deliver local Citizens Advice services.

This role offers the opportunity to join the Finding Legal Options for Women survivors (FLOWS) team.

As part of the FLOWS team, the postholder will support survivors of domestic abuse and the frontline professionals who work with them by providing information, advice and guidance on domestic abuse matters and available legal options. Support will be delivered via telephone, email and in-person appointments, helping survivors to understand their rights and access appropriate legal remedies.

The role will contribute to the delivery of the FLOWS service by reviewing CourtNav applications, providing initial triage, information and signposting through the FLOWS support line, and delivering dedicated legal advice appointments to survivors of domestic abuse. The postholder will also assist with casework under supervision.

This post is subject to a DBS check.

We are looking for a skilled caseworker to provide high-quality advice and support to LSE students
 
 

We are recruiting an additional full-time Caseworker to join our small and high performing team, alongside an existing Caseworker and Advice Manager. We pride ourselves on our innovative approach to student support and are looking for someone who shares that creative ambition and drive.

About LSESU 

The London School of Economics and Political Science Students' Union (LSESU) is a high-profile, student-led charity representing and supporting over 11,000 students at one of the world's leading social science institutions.

We're currently in an exciting period of growth and transformation, with a newly appointed Chief Executive and a clear sense of purpose: to help students make the most of all the life-changing opportunities available to them at LSE. 

-       We help students make friends and feel like they belong at LSE, through clubs, societies, sports, and events.

-       We make sure students voices’ get heard by decision makers LSE.

-       We provide practical support for the students who need us most: those facing housing difficulties, financial hardship, academic appeals, immigration issues. 

The Advice Service sits right at the heart of that last commitment, making this one of the most directly impactful roles in the Students’ Union.

About the team: 
The LSESU Advice Service supports students across a range of academic and housing issues, while also administering a series of increasingly sought-after hardship funds. As Advice Caseworker, you’ll be expected to become an expert in these areas, delivering the bulk of the casework and making a difference to the students who need it most. 
 
 

You’ll also work closely with our Communications team to shape our communication and engagement strategy - raising stakeholder awareness, improving service accessibility, and providing students with regular, proactive and useful information. 

The Advice Service sits within the Student Voice Department, alongside the Representation Team. You will work closely with colleagues across the Student Voice department and the wider Student Union, along with Student Support teams at LSE.

About the role 

We're looking for a skilled caseworker who is both empathetic and pragmatic. 

You'll manage a large, complex caseload while consistently meeting response-time targets, and you'll bring a positive, solution-focused attitude to the challenges that come with it. Above all, you're genuinely enthusiastic about supporting students and comfortable navigating the complexities of working with an external stakeholder organisation.

This role centres on providing 1:1 advice via email, video call, and in-person appointments, so strong interpersonal, written, and oral communication skills are essential.

You'll also need strong diligence and the ability to digest complex regulations and translate them into clear, practical guidance — this is crucial to delivering the high level of support LSE students rely on.

In many ways, this is not a typical Advice Service, and we are not looking for a typical Advice Caseworker. We are seeking someone who is self-motivated, driven, resilient, and a role model to others. The ideal candidate will be a strong collaborator, able to support colleagues, and skilled at building and maintaining strong stakeholder relationships. 
 
 

 How to apply? 
 
 

We want to ensure that all systems, policies and processes are free from bias or discrimination and are fair and accessible. Therefore, we ask that all candidates complete our application process by uploading the following three documents: 
 
 

Part 1: CV – Outlining your skills and experience to date.

Part 2: Supporting Statement – A one-page statement explaining your suitability for the role. This will be used to determine if you are shortlisted for an interview. Please do not include any personal information (e.g., name or date of birth). Use the attached job description and person specification to help with this. 
 
 

Part 3: Equal Opportunities Monitoring and Contact Form – This includes personal information so we can contact you if you are shortlisted for an interview. It also allows us to gather and analyse demographic information about our applicants. This form will only be seen by HR and will not impact shortlisting. 
 
 

Application forms are formatted to ensure the equality monitoring data is removed before they are reviewed by the shortlisting panel. This process ensures that shortlisting is conducted fairly and consistently, giving all applicants an equal opportunity to demonstrate their abilities.
 

Want to apply?

To apply for this role, please complete an online application.

For further about the role, please see the attached full job description and person specification on our website.

Job Application Timeline
Closing date: 16th August 2026
Intended Interviews date: 27th & 28th Aug (+ hold 1st Sept if needed)

This is an exciting opportunity to join our team as Senior Advice Session Supervisor. You will lead a team of staff and volunteers in providing high quality information and advice services across our two main offices in Peckham and Walworth by face to face, telephone and digital access channels.

The role includes:

• Supervising advice and information sessions
• Undertaking advice and research and campaigns work
• Deputising for the CAS Service Manager in helping to ensure the smooth running of the Service
• Assisting in preparing monitoring and project reports
• The support and supervision of a team of paid staff and volunteers

To be successful in this role you will need:

• A minimum of one year’s experience in the supervision of advisers. This should include an understanding of the provision of staff and volunteer support, supervision, development and motivation.
• Recent experience of advice work including advising or supporting on complex cases in social welfare law. 
• Knowledge of the type of social policy issues facing the local community, and a commitment to influencing social policy.
• A commitment to the Citizens Advice aims, principles and equal opportunities policies

Closing date: 9am Tuesday 4th August 2026

Interviews: Friday 7th August 2026

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 Debt Advice Team at Toynbee Hall provides crucial support to individuals and families struggling with financial burdens. Funded by the Money and Pensions Service (MaPS), this team delivers expert guidance and practical solutions to help clients manage and reduce their debt. 

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.

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.

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.

Contribute to the team

• Be an active member of the Advice Services management team, contributing to service planning, operational improvements and organisational change.
• Work collaboratively with funders, partner organisations and colleagues across Toynbee Hall to support strategic priorities, projects and service development.

Other

• Provide visible leadership across multiple Toynbee Hall locations, ensuring consistency of culture, service delivery and operational standards.
• Travel across London as required, and occasionally elsewhere in the UK.

Person Specification

The successful candidate will demonstrate:

Essential Criteria

Experience and Skills

• Significant experience of managing frontline advice services and leading high-performing teams.
• Proven ability to provide technical supervision and support on complex debt advice cases.
• Up-to-date knowledge of debt advice legislation, FCA requirements, funding compliance and sector best practice.
• Strong IT skills, including Microsoft Office and case management systems.
• Hold a recognised debt advice qualification (e.g. CertMAP or equivalent) with demonstrable experience of delivering and supervising FCA-regulated debt advice services.

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.

Personal Attributes

• Inclusive, collaborative and approachable leadership style.
• Highly organised, proactive and solutions focused.
• Calm and resilient under pressure, with the ability to make informed decisions.

Commitment

• Demonstrates a strong commitment to Toynbee Hall’s mission, values and strategic objectives.
• Willingness to work across multiple Toynbee Hall and community locations.
• Willingness to undertake relevant training, including safeguarding and regulatory requirements.

Please note the right to work in the UK is a requirement of this role.

Please refer to the attached job description for more details.

Job Title: Programmes & Funding Officer

Location(s): Home-based with attendance in the AUK’s London office or at meetings as required

London office: AdviceUK, 83 Victoria Street, London SW1

Status: Permanent

Reporting to: Programmes & Funding Manager

Responsible for: N/A

Pay scale: £30,000 to £32,000 dependant on experience, full time equivalent. £24,000 to £25,600 actual salary, depending on experience.

Working hours: 28 hours per week (35 hours full time equivalent) within normal operating hours. (Normal operating hours are 8.00am - 6.30pm, Monday – Friday.) Lunch & other breaks are unpaid.

Special conditions: Some evening work may be required for which time off in lieu (TOIL) will be granted. Some travel will be required.

We are committed to diversity and inclusion and welcome applications from all backgrounds, particularly encouraging those from underrepresented groups. If you require any accessibility support or reasonable adjustments during the recruitment process, please let us know. 

CHARITY OVERVIEW

Since 1979, AdviceUK has been supporting advice organisations by helping them to be efficient, competent and effective, and by campaigning for a policy environment that supports advice agencies and people needing advice.

We are both a membership body and charity. We support our 700+ members to provide advice to around 2 million people every year.

We are working towards a world in which every individual, regardless of means, is able to access the advice they need to exercise their rights and deal with any legal and social welfare challenges they may face.

JOB PURPOSE 

To assist the Programmes & Funding Manager in coordinating the day-to-day delivery of AdviceUK's funded programmes. The role will keep projects running smoothly, maintain accurate monitoring data, and be a reliable first point of contact for members and delivery partners. The Programmes & Funding Officer will also assist in maintaining stakeholder relationships and ensuring that AdviceUK members have the practical support needed to access and sustain advice services.

KEY TASKS AND RESPONSIBILITIES 

1.Programme & Project Support

·Assist the Programmes & Funding Manager in the delivery of AdviceUK's funded programmes and contribute to their design and development where required.

·Coordinate the day-to-day delivery of funded projects, keeping track of timelines, milestones and actions in line with agreed project plans.

·Support the coordination of AdviceUK staff and external associates/trainers involved in programme delivery.

·Maintain project governance processes and practical workflows to ensure funder requirements are met.

2.Development & Funding Support

·Conduct research on potential funders and commissioners at local and national levels to identify new opportunities.

·Provide administrative support during the drafting of funding bids, tenders, and proposals.

3.Relationship Management

·Liaise with members, stakeholders and partners to maintain positive working relationships.

·Support the Manager in organising meetings and events with key stakeholders in the advice sector.

·Ensure AdviceUK’s vision and values are reflected in all external communications and interactions.

4.Monitoring, Data & Evidence

·Maintain and update CRMs and other reporting tools to ensure accurate programme progress tracking.

·Collate monitoring data and project evaluations to help demonstrate performance against KPIs.

·Assist in the preparation of financial and non-financial reports for funders and stakeholders.

·Help identify and share impact studies and good practice case studies from projects with the wider membership and sector.

5.General Responsibilities

·Ensure you effectively communicate AdviceUK’s vision, mission and objectives to staff, members and external stakeholders.

·Ensure you demonstrate AdviceUK’s values and behaviours in all aspects of your work

·Build and maintain positive relationships with key stakeholders including staff trustees; members, partners and suppliers

·With support from your manager, deliver your agreed personal objectives and undertake any agreed development or training

·Maintain a strong understanding of our members and the advice sector more generally, by reading internal reports; accessing relevant data reports; following our social media channels and, where possible, attending member and other relevant events. With the agreement of you line manager, ensure you make time to speak to members and visit their           services.

·Adhere at all times to AdviceUK’s policies and procedures

·Carry out any reasonable duties compatible with the post assigned by your line manager

About Citizens Advice Camden

We are a well-respected local charity with more than 85 years’ experience of delivering free, independent and impartial information, advice and casework services which meet the changing needs of local residents. Our aims are to provide the independent, impartial, confidential and free advice people need for the problems they face and to improve the policies and practices that affect people’s lives.

We target our services at the most vulnerable in our community. Our client profile closely matches local indices of deprivation with most of our clients coming from the most deprived wards in the borough. We identify trends to ensure our services remain agile and able to respond to changing and emerging advice needs.

Role Purpose

The Camden Food Mission is a new service designed to deliver advice in food settings across Camden. This service is a direct response to local food insecurity across the council. It will deliver a floating advice service embedded primarily within food support locations, aiming to reach people who would not otherwise access advice services. The service will focus on stabilising income, managing debt, and reducing reliance on crisis provision.

The project will be delivered through a mix of face-to-face, telephone, and digital channels. Face-to-face appointments will be held in community food locations, with an emphasis on a flexible, visible presence to maximise reach.

We are recruiting a full-time debt adviser to join this project, to work alongside an established and experienced generalist adviser.

Ideally, you will be an experienced money adviser, and able to deliver high quality debt advice and on-going casework to clients. You will be an approved DRO intermediary or be willing to work towards becoming a DRO Intermediary by completing the relevant training. You should also hold the IMA Certificate of Money Advice Practice (CertMAP) or be willing to work towards obtaining this. The CertMAP and DRO Intermediary status are prerequisites to be considered at Senior Level.

Role Profile 

• Provide debt advice and specialist casework that is in-depth and complex and covers the full range of debt advice.
• Work to achievable targets in line with the criteria set by the funder.
• Interview clients using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to set their own priorities.
• Research and explore options and implications so that clients can make informed decisions. Act for clients where necessary using appropriate communication skills and channels.
• Advise clients who are eligible for a DRO of the possible implications, duties and obligations and complete and submit DRO applications on their behalf.
• Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate.
• Ensure that all work conforms to Financial Conduct Authority standards, the Advice Quality Standard and the requirements of the funder.Ensure that work reflects and supports the Citizens Advice service’s equality and diversity strategy.
• Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.Liaise with advice partners to set up and deliver advice sessions in community outreach locations as required

If you have applied for this role recently, please do not apply again.

Closing deadline for applications is: 9.00am on Monday, 24 August 2026

CVs are not accepted. 

Applications will be reviewed on a rolling basis and interviews may be conducted before the closing date.

Interview date:tbc

Citizens Advice Camden is an equal opportunities employer. We encourage applications from all sections of the community.

Join Citizens Advice Richmond as an Advice Session Supervisor

Citizens Advice Richmond, a local charity with over 85 years’ experience delivering free, independent and impartial advice, is seeking an experienced Advice Session Supervisor to join our team. This role is the backbone of our service quality: you’ll mentor and support our paid and volunteer advisers, champion quality, and help ensure clients across the borough receive the life-changing advice they need.

You will manage and supervise advice sessions across all channels – face-to-face, telephone and email – supporting advisers and assessors, carrying out quality assurance and independent file reviews, identifying training needs and keeping advice knowledge up to date. The role combines leadership, quality assurance and hands-on advice work within a friendly, diverse team.

The Opportunity: Why This Role Matters

This is an exciting opportunity to join our dedicated team as an Advice Session Supervisor. This role is the backbone of our service quality. You won’t just be managing sessions; you will be a mentor, a quality champion, and a key support for our passionate team of paid and volunteer advisers who are on the frontline of helping our community.

Working within a collaborative team of supervisors, you will ensure the advice we provide across all channels—face-to-face, telephone, and email—is of the highest standard. This is a role with real impact, where your guidance directly helps individuals develop their skills and ensures our clients receive the life-changing support they need.

For more information and how to apply, please see the job pack attached.

What We Offer

• Annual leave of 28 days per year
• A pension contribution scheme
• Flexibility, with hybrid working arrangements considered depending on service needs.
• A strong commitment to your professional development, with ongoing training opportunities
• A positive and supportive working environment in a friendly and diverse team

Make a life-changing difference every day by helping people in Buckinghamshire overcome debt and regain control of their finances. Join Citizens Advice Bucks as a Money Advice Caseworker and be part of meaningful, practical change in your community.

At Citizens Advice Bucks, we see first-hand how financial difficulties affect every part of a person’s life. As a Money Advice Caseworker, you’ll provide expert, compassionate support to individuals navigating debt, empowering them with the knowledge and tools to move forward. You’ll handle a varied caseload, work collaboratively with a supportive team, and play a vital role in tackling inequality and improving wellbeing across our communities.