Advice jobs

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

“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. 

Trainee Generalist Advice Caseworker

Starting on salary NJC Scale 5 - £32,749 per annum (increasing to NJC Scale 6 - £35,689 to £37,851 per annum - after 6 months)

Full-time – 35 hours per week

This is an exciting opportunity for an experienced Gateway Assessor to be fast tracked through the full Citizens Advice Generalist Adviser training programme within 6 months. You will also be working on a range of different projects and services providing direct advice to the public and undertaking casework on social welfare law issues.

Once assessed as having satisfactorily completed the initial six months training you will be issued with a new job description as a Generalist Advice Caseworker on a starting salary of £35,689 per annum.

• You must be a trained Gateway Assessor
• Have an understanding of the advice needs and issues of the local community in a diverse inner-city area
• Understand, empathise with and be committed to the Service’s aims, principles and equal opportunities policies

Closing date: 9.00 am Friday 4 September 2026

Interviews will take place on Tuesday 8 September 2026

For further information and an application pack please go to our website

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.

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.

If you're an experienced manager with a background in immigration advice, GARAS wants to hear from you. As a leading immigration charity in Gloucestershire, we're looking for someone to lead our Adult Advice Team, guiding staff and volunteers as they support asylum seekers and refugees across the county.

Sitting on our Senior Management Team, you'll help shape how GARAS delivers its services, making sure the advice we offer stays true to what we stand for as an organisation.

We're a medium-sized, ambitious charity, and this role would suit someone who thrives on responsibility and wants to see their leadership make a tangible difference to people's lives. You will line manage all members of the Adult Advice Team, so sound judgement, resilience and genuine warmth in your management style will be essential. 

This role is based on-site at GARAS premises and will require an Enhanced DBS check.

Money Advice Support Officer.

This is a community-based role requiring regular face-to-face appointments with clients across Exeter. 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.

Advice Team Leader

Hours: Full-time 34.5 hours per week over 5 days

(this post may require some evening work for which flex is given)

Location: Hybrid working: minimum 40% of working time in the office in Yeadon.

(Mondays and Thursdays are mandatory office days, additional office days may be required to meet service needs)

Salary: £36,562.60 starting salary with pay progression opportunities

Contract: Permanent

DBS: An enhanced check will be required for this role 

About us

At Epilepsy Action we are inclusive, ambitious, supportive, and committed to creating a world without limits for people with epilepsy. 

As we achieve the goals in our 2024 - 2030 strategy we are excited to welcome you to our passionate, supportive and committed team.

We understand the importance of a work life balance, and that's why we have a number of ways to support our people to achieve this. By operating a flexible and supportive approach, we empower people to work in a way that suits them that also meets the need of the charity.

If you are interested in building a career you can be proud of in an inclusive and ambitious organisation we might have the role for you!

About the role

We have a range of services covering the length and breadth of the UK, delivered with by our dedicated staff and volunteers. You’ll be stepping into the role of team leader becoming the driving force behind the day-to-day delivery of our award winning UK-wide helpline providing tailored support to people living with epilepsy!

The team provide support on a range of topics, from medication and wellbeing, driving to education/employment. They support people living with epilepsy themselves as well as parents and carers and they do that via multiple channels. You'll be at the forefront of touching lives and making a difference.

As part of our dynamic services department, your mission will be to:

• Lead and inspire a team empowering them to deliver exceptional support.
• Ensure that our services consistently meet the highest quality standards, leaving a positive impact on every individual we serve.
• Forge strong partnerships with stakeholders both internally and externally, ensuring our services resonate with diverse communities across the UK.
• Play a pivotal role in crafting innovative service proposals and supporting funding applications to bring our vision to life.

At Epilepsy Action we recognise the power of collaboration and teamwork, so our team members with hybrid contracts are required to work a minimum of 40% of their time at our office in Yeadon, Leeds. On average this is 2 days a week on Mondays and Thursdays, for full-time employees.

Because regular face-to-face collaboration is an important part of this role, applicants should be based within a reasonable commuting distance of our Yeadon office and be able to attend the office as required.

The expectation to collaborate in person is driven in part by your role and the activities you need to do, which may vary from time to time, so you will need to work in a flexible way to help us create a world without limits for people with epilepsy.

About you?

We're seeking an exceptional individual who thrives on building relationships, including over the phone and online. A brilliant communicator, with a passion for supporting staff and volunteers. Someone who tackles challenges head-on with excellent problem-solving and decision-making skills.

As a crucial member of our team, flexibility is key. A skilled collaborator, who can embrace occasional evening work with enthusiasm.

What are we looking for in our ideal candidate?

Experience of managing person-centred services is a huge plus. Your interpersonal skills are second to none, you are able to work brilliantly with individuals from all walks of life. Managing staff and volunteers is where you shine, and you thrive in a fast-paced environment where adaptability is the name of the game.

Above all, you exude professionalism in everything you do. Your integrity, conscientiousness, self-motivation, and reliability set you apart as a true asset to our team.

If you're ready to take on a role where every day brings new challenges and opportunities to make a meaningful difference, join us on this rewarding journey!

Interested?

If you are interested in what you have read so far you can either submit your application via our online portal or alternatively if you still have some questions before applying visit the website for more details.

Closing Date: 14th September 2026 @ 9am

Informal Chat: Week commencing 21st September 2026

Interviews: Week commencing 5th October 2026

If you want to find out more about what it is like to work with us visit our jobs page and review our FAQs.

If you have a disability or long term health condition and feel that you would benefit from a reasonable adjustment as part of the process, please contact the team.

We reserve the right to close this vacancy early if we receive a high volume of applications therefore early applications are advised.

Housing Advice Worker

We're looking for a kind, compassionate and resilient Housing Advice Worker to join our Domestic Abuse Social Care Service in Kent.

£27,976.00 per annum, working 40 hours per week on a 1 year FTC.

Our benefits include:

• Annual leave increasing up to 30 days with length of service
• A generous pension - we will contribute up to 8% and life assurance cover up to 3x Pensionable Salary (T&Cs apply)
• Exclusive discounts and cashback via Reward Gateway® and opportunity to buy a Blue Light Card

All applicants must be legally eligible to work in the UK by the start of employment as Look Ahead are not able to offer sponsorship.

What you'll do:

• Building supportive, trusting relationships with customers who are currently in refuge to make the transition to permanent accommodation smoother.
• Supporting community customers who have accessed the Sanctuary Scheme to remain in their properties and manage the risks associated with that.
• Supporting key customers to set personalised goals in the form of a move on Support Plan
• Ensuring ongoing assessment and management of risks associated with customers within an attitude of 'positive risk taking.'
• Ensuring customers have full access to any move on welfare support by completing move on paperwork prior to customers move on date

This is not an exhaustive list of all the duties and responsibilities that may be required from time to time and is subject to change in accordance with the needs of Look Ahead

About you:

• Enjoys social interaction and the company of others, joins in local activities to encourage customer involvement

• Exudes a warm friendly presence and open behaviour
• Prefers working as part of a group or team
• Is fundamentally calm and resilient, does not let emotion adversely affect them or obscure their judgement

What you'll bring:

Essential:

NVQ Level 2 or equivalent experience in the social care/charity sector

Desirable:

Full Driving Licence and access to use of vehicle

About us:
Look Ahead is a leading, not-for-profit care and support provider in London and the South East. Our vision is to build better lives through social care and housing in local communities. As an organisation we deliver over 100 services, providing support to thousands of customers each year. Our mission is to co-design and deliver services that offer innovative social care solutions and support people to thrive. We work across mental health, homelessness and complex needs, young people and care leavers and learning disabilities so there are plenty of opportunities to grow and progress your career with us.

We have a strong social purpose and we live and work by our values:

• We focus on Excellence and innovation.
• We are Caring and Compassionate.
• We are Inclusive and Trusted.
• We work in Partnership and are One-Team.

Look Ahead is committed to safeguarding and promoting the welfare of children and adults at risk, and expects all employees, workers and volunteers to share this commitment.

If your application for this role is unsuccessful, but we feel that you would be suitable for another role, we may contact you to discuss alternative opportunities. If this occurs you would not need to submit another application for the alternative role.

We reserve the right to close this advert early if we are able to appoint to the vacancy before the advertised closed date.

We are committed to diversity and inclusion at work and are accredited with Silver in the Inclusive Employers Standard 2021. We are a proud member of the Employers Domestic Abuse Covenant and encourage applications from a diverse range of applicants of all backgrounds.

Location: Bristol Office, with occasional travel to partner offices and client homes across Bristol, B&NES and North Somerset

Salary: Band D: £29,024 per annum, rising to £31,895 on successful completion of the 5-month probationary period, with annual salary reviews thereafter.

Job Type: Fixed Term (12 months). Full time preferred (37.5 hours/week), minimum 30 hours/week considered.

The role:

We’re looking for someone who would like to join our team of Energy Caseworkers within our Warmer Homes Advice & Money (WHAM) project. You will work as part of a team of caseworkers supporting people living in fuel poverty, working closely with our partner organisations across Bristol, B&NES and North Somerset and drawing on their specialist advice to support householders.

You will be trained to give energy efficiency advice to householders, working mainly from our Bristol office and occasionally from our partners’ offices, undertaking outreach activities and home visits across the area. The role includes providing in-depth casework support, communicating with energy suppliers on behalf of clients, and maintaining accurate records of all interactions.

You will join as a Trainee Energy Caseworker for the first 5 months, becoming an Energy Caseworker on successful completion of probation. This is a fixed-term post for 12 months, with full training provided, including City & Guilds Energy Awareness training, and ongoing support from a casework mentor and supervisor.

Specific responsibilities

An applicant appointed to the role will be expected to:

• Provide energy advice to clients by phone and email.
• Provide information to help clients access appropriate support.
• Engage with households who need help with their energy issues and provide in-depth casework support.
• Travel across Bristol, B&NES and North Somerset to give advice to people in their own homes, coordinate partner activity, and deliver events, talks and presentations.
• Communicate effectively with energy suppliers on behalf of clients, including investigating billing and metering issues, negotiating repayment plans and raising complaints.
• Provide administrative support to the delivery of projects and maintain accurate, detailed records of all client interactions.
• Remain vigilant for safeguarding concerns during client interactions and report promptly to the designated Safeguarding Officer.
• Work alongside and support CSE volunteers.
• Work closely with WHAM partners to offer support to clients.
• Adhere to CSE’s data recording protocols and procedures and maintain appropriate client confidentiality at all times.

To see a more detailed list of responsibilities please see the supporting documents attached. These documents are also available to download from our website.

About you:

Essential attributes for this role include:

• Experience of giving advice.
• Awareness of confidentiality requirements when handling sensitive information.
• Ability to respond to vulnerable clients in a respectful and engaging manner.
• Ability to actively listen and correctly identify the support needs of clients.
• Highly organised, with the ability to maintain admin systems independently and accurately.
• Able to work independently and use own initiative, while also working well as part of a team.
• Experienced in the use of MS Office applications (Word, Excel, Outlook), with knowledge and experience of using databases and Teams.
• Understanding of safeguarding principles and the importance of protecting vulnerable individuals.

Please note, the above is an overview of the skills required for this role. To see the full list of essential and desirable skills please see the attached job description.

Benefits:

CSE offer a range of other benefits including:

• You will be entitled to 25 days' paid holiday (plus statutory holidays)
• Subsidised bike purchase and Tech Scheme
• Life Assurance
• Health Cash plan
• Retail discounts
• Discounted breakdown cover and many more.
• We will pay fees and expenses on relevant training courses.
• We are flexible with the working hours of this role and will discuss this openly if you are invited to interview.

How to apply

To apply, please download and complete the application form available from our website and send it to our Jobs email.

Your application should demonstrate your suitability for the role against the criteria outlined in the person specification and job description. 

The closing date for applications is 5pm on Sunday 6 September 2026.

Interviews are expected to take place Tuesday 15 and Wednesday 16 September 2026, though this is subject to change.

If invited to interview, we will ask you to provide evidence of eligibility to work in the UK.

#LI-DNI

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. 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.

CLOSING DATE 23 AUGUST 2026  - INTERVIEW DATE 02 SEPTEMBER 2026
(Salary Band D2 - In line with SUBU’s pay framework, new employees are appointed at the lower end of the salary band).

Purpose of Role

This position entails offering advice and support on an individual basis through email, phone, or in-person meetings. You will maintain thorough records of all student interactions by effectively utilizing the case management system. Additionally, you will collaborate with other departments within SUBU to design, implement, and execute campaigns and events aimed at raising awareness of the
current issues impacting BU students.

To provide accurate and comprehensive advice, guidance, and representation to Bournemouth University Students on a range of issues including academic, housing and financial matters in accordance with BU and SUBU policies and relevant legislation. And supporting students through personal circumstances such as suicide, sexual misconduct, abuse, harassment, violence, racism and discrimination. To maintain an excellent level of understanding of BU’s policies and procedures to ensure high quality advice and support is given to students. This role also supports students to prepare for and attend formal meetings relating to the continuance of students’ academic studies, for example Academic Offence Panels and Fitness to Practice Panels. We aim to empower students by advising them and giving them the information to make informed decisions. The post holder will maintain an excellent level of understanding of BU’s policies and procedures to ensure high quality advice and support is given to students.

Key Tasks

• Advice and Guidance Duties: directly helping clients as a key objective, providing accurate advice, support and signposting or referrals as appropriate. Supporting students to prepare for and attend various BU panels. Maintain knowledge and understanding of policies, issues and legislation relating to advice for clients. Staff must have access to relevant legal material and keep up to date with the law in adherence with the Advice Quality Standard.
• Support/Mentoring Duties: Work as part of a team, support other team members when they require case support to ensure the best outcomes for the students. Supporting students to prepare for and attend various meetings & panels.
• Advocacy: attending Academic Offence Panels, Fitness to Practice Panels, University Panels, Support to Study meetings with the student, monitoring and challenging the panel where the meeting or process has not followed procedure as defined by policy, and to advocate for the student in the meeting where required. Also attending additional meetings with students where additional support and guidance is required. 
• Welfare support: assisting students when in crisis, using professional judgement and policies/ procedures to inform the approach taken with each individual, which may involve creating a crisis plan. Administration Duties: Maintain clear, timely and accurate case records. 
• Communication Duties: between clients, team, SUBU staff and Officers, University staff, other external contacts and use of social media.
• Organisational Duties: organising client meetings, prompting staff and students for input into various matters, supporting the day-to-day operational function of the department. Manage and prioritise own case load, effectively managing time and systems to record cases, monitor deadlines, carry out research and respond to clients with the information they require within an appropriate timeframe. 
• Data Duties: maintain and manage various client record and information systems.
• Compliance Duties: Supporting the delivery of operational plans, policy, and departmental objectives, ensuring that services operate within their legislative responsibilities Maintain confidentiality in line with the SUBU Advice policy, and principals of the Advice Quality Standard framework. 
• Reviewing & Evaluation Duties: participate in SUBU strategic planning and development sessions, ensuring all areas of engagement to reflect SUBU.
• Networking Duties: Develop and maintain effective working relationships Maintain strong relationships and partnerships with the University, Wellbeing organisations, Local organisation, and other relevant organisations such as Advice UK, Citizens Advice Bureau, Shelter.
• Key Union Events Duties: Supporting SUBU when asked to assist with the organisation and administration of the larger Union events such as Freshers, Summer Ball, Open Days May require weekend working during peak union events.
• Professional Development - Attend regular training to develop knowledge, skills
  and expertise.

General for all staff

• Key Union events duties: proactively to assist with the organisation and administration of Union events such as Fresher’s Fair and the Summer Ball.
• Staff must always adopt and endorse the company’s strategy and values as well as all supporting policies, across all aspects of the role.
• Participate in training, meetings or conferences considered relevant to their job with agreed Personal Development plan.
• Carry out your duties with full regard to the rules, policies and procedures and conditions of service contained in the staff handbook.
• Abide by the Organisation’s policies and procedures.
• Adhere to all health and safety legislation.
• SUBU is committed to promoting, educating, and taking direct action on environmental sustainability. All SUBU employees are expected to integrate environmental sustainability values and action into their role where feasible.
• To undertake any other task that is deemed reasonable within your skill set.

Person Specification

• Excellent communication and listening skills. 
• Ability to contribute to a positive team working culture and motivate others especially in times of high demand and critical delivery.
• Experience of providing advice and representation in one or more of the areas covered by the Students' Union's Advice Service, including using a Customer Relationship Management (CRM) system.
• Flexible; responsive to changing demands.
• Excellent attention to detail & ability to provide accurate information.
• Professionalism and discretion.
• Balanced judgement when considering courses of action.
• Understanding of diplomacy and neutrality.
• Positive attitude towards problem-solving.
• Awareness of the issues involved in working in a confidential environment and of the need to maintain professional boundaries and use appropriate referrals in advice work.
• Resilient temperament with the ability to hold sensitive and difficult conversations with people in a distressed or acutely affected state.
• Patience and empathy. 
• Commitment to excellent customer service.
• Knowledge of the application of the Advice Quality Standards.

Role: Caseworker (Information and Advice)

Hours: 28 hours per week (flexibility around working pattern)

Salary: £30,282 - £32,445 (pro rata, per annum)

Location: Hybrid

Start Date: 1 September 2026 or as soon as possible there after

Contract Type: Fixed term until 31 Jan 2027, with potential of extension dependent upon funding.

This post is subject to a satisfactory Enhanced DBS (Disclosure and Barring Service) check.

About the Role

This role sits within our Information and Advice team and is key to the smooth running of our Information and Advice service. This role will provide casework support relating to Adult Social Care, Housing, and Welfare Benefits to Disabled Merton Residents.

Key Tasks and Responsibilities

1. To manage a varied caseload, providing accessible and quality information, advice, guidance and representation to Disabled people in Merton.

2.   To support Disabled people in Merton with Adult Social Care including but not limited to Care Act assessments, reviews and reassessments, including Financial Assessments.

3.   To support Disabled people in Merton with Housing including getting on to and improving positions on the housing register, aids and adaptions and Disabled Facilities Grants.

4.   To support Disabled people in Merton with Welfare Benefits including but not limited to applications, assessments, appeals and tribunal representation.

5. To support quality assurance processes to maintain the Advice Quality Standard including ensuring case notes are updated in-line with frameworks, carrying out peer file review and taking part in supervision sessions.

6. Where appropriate, refer Disabled people to other services in line with our policies, including other Merton CIL services.

7. To research and remain informed of new legislation or policy changes that impact casework.

8. To collaborate with the Policy and Campaigns Team to push for systems change.

9.  To understand safeguarding procedures and raise concerns with support from the safeguarding lead.

10. To work within the Social Model of Disability and ensure that it is understood by our members, service users, staff, local authority, and partners.

11. To carry out the duties of the post in line with our Equality, Diversity, Inclusion and Equity Policy, and adhere to all Merton CIL’s policies and guidelines, including our values.

12. To undertake such duties and attend out-of-hours and/or weekend events when reasonably be required.

                                                                                                                                                                                                This job description reflects the requirements of the post at the time of writing. The needs and circumstances may change over time and therefore the Job Description may need to be reviewed in the light of any such changes which may occur.

Other Information

Merton CIL is committed to equity and inclusion and reflecting the diverse communities we serve. We particularly welcome applications from individuals from marginalised communities.  

Please also email us if you:

·Have any questions or would like an informal discussion about the role,

· Need support to apply, adjustments or require any of the materials in a different format.

We do not use AI within our hiring processes. 

Thanks to new funding from Finchley Foodbank, we have an exciting opportunity for a person with recent advice experience and great interpersonal skills to provide on-site advice at Finchley Foodbank. This would be the perfect role for an adviser looking for their next step and the opportunity to work more independently and build relationships with a new partner. 

Specifically, we have a part-time opportunity for a 0.6 FTE Foodbank Project Adviser at Finchley Foodbank.

About us

Citizens Advice Barnet is a local charity giving free and confidential advice to everyone who lives, works, or studies in Barnet. We are an independently registered charity, a member of the Citizens Advice network, and a London Legal Support Trust Centre of Excellence. We offer generalist advice on debt, work, benefits, immigration, housing and more and specialist casework on benefits, debt  and immigration. Last year we helped over 10,700 people with over 45,000 problems and achieved financial outcomes for clients totalling over £6.9 million.

Job Description

• Provide a full range of initial assessment and advice to Foodbank visitors
• Record accurate data and detailed case records on our case management system, including issues helped with, client profile information and outcomes
• Build relationships with Foodbank volunteers and management and work closely with them to best support their visitors
• Keep up to date with legislation, case law, policies and procedures relating to debt and social welfare advice and undertake appropriate training 
• Attend relevant internal and external meetings as agreed with the line manager
• Assist in initiatives to improve Citizens Advice Barnet services 
• The post holder must have due regard in the planning and execution of their duties at all times to the Citizens Advice Equal Opportunities Policy. They will also be expected to maintain positive relations with external agencies and confidentiality in relation to all aspects of the business
• Demonstrate an understanding of Citizens Advice Barnet Health and Safety and Safeguarding Policies
• The post will involve travel to the foodbank and possible other locations within the London Borough of Barnet
• Promote the aims, principles, policies, interests and wellbeing of Citizens Advice Barnet and to protect the integrity and reputation and the confidentiality of the service

As with all roles at Citizens Advice Barnet, to be carried out in a way commensurate with our organisational values – Committed, Together, Supportive, Respectful.

In addition to the role and responsibilities outlined in this Job Description, to undertake such duties as may be identified and which are generally compatible with the functions of the post.

Person specification

• Relevant knowledge and recent experience of generalist advice work especially in areas of benefits, debt, housing, employment, consumer, immigration, and family advice issues
• Ability to work under pressure, maintain quality standards and communicate effectively and sensitively with clients and people from diverse backgrounds
• Ability to manage a caseload and prioritise work in the face of competing demands and to meet targets set by the line manager and funders
• Ability to work independently with remote supervision and as part of a team
• An excellent working knowledge of IT, with the ability to write accurate case records, draft letters, reports and statements and record stats electronically
• Experience of working at Citizens Advice or similar organisations that work to Advice Quality Standards (AQS)

We believe a great workplace is one that represents the world we live in and how beautifully diverse it can be. That means we have no judgement when it comes to any one of the things that make you who you are – your gender, race, sexuality and religion. Please let us know if you require any adjustments to support your application.

Please apply by submitting an application on our website. If you do not meet all of the skills detailed but you feel like this is a job you’d really like to do we would love to hear from you.

Closing date of applications – 5pm, 11 September 2026

Interviews: We interview on a rolling basis and reserve the right to close the applications earlier if suitable candidates are found. Early applications are encouraged.

Help people across Sefton access the advice they need

Citizens Advice Sefton is looking for an experienced adviser to join our welfare benefits team, providing high-quality advice and support to people across Sefton.

You will advise clients on welfare benefits, Universal Credit, debt and wider social welfare issues, working from our offices and outreach locations including  community venues, job centres and mental health settings. You should have recent benefits advice experience, strong communication and advocacy skills, the ability to manage a busy workload, and a commitment to equality, diversity and the aims of Citizens Advice.

What we offer to our staff

You’ll join a team committed to tackling poverty and social injustice, with 28 days annual leave plus bank holidays, ongoing training, a Cycle to Work scheme and a 7% employer pension contribution.

As users of the Disability Confident scheme, we guarantee to interview all 
disabled applicants who meet the minimum essential criteria for the vacancy. We welcome applicants from diverse backgrounds, including the LGBT+ community and ethnically diverse backgrounds.

Please note: Closing date for applications: Wednesday 9th September 2026

Interviews: w/c 14th September

“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 at 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. 

Are you an experienced debt advice specialist ready to step into a leadership role? Do you want to use your technical expertise to support a team making a real difference in South London?

We are seeking a Money Advice Technical Supervisor to lead our dedicated debt and money advice services in Southwark. In this vital role, you will ensure our community receives the highest quality financial guidance while directly shaping the skills of our frontline advising team.

What you will do:

• Lead Quality Assurance: Conduct file reviews and case audits to maintain compliance with FCA regulations and the Advice Quality Standard (AQS).
• Support the Team: Act as the technical point of escalation, providing daily guidance, coaching, and feedback to advisers and volunteers.
• Manage Complex Cases: Oversee high-level casework, including Debt Relief Orders (DROs), bankruptcy, and severe housing arrears.
• Drive Performance: Monitor team outcomes against local project targets to ensure efficient and impactful service delivery.

What we are looking for:

• A minimum of 2 years of experience delivering specialist money or debt advice.
• Experience supervising, mentoring, or checking the work of other advisers. 
• Ability to manage a challenging caseload, meet targets and prioritise work in the face of competing demands on your time.
• Ability to respond sensitively to clients from a variety of backgrounds who are under pressure and negotiate with third parties in order to minimise conflict.

Closing date: 9.00 am Monday 24 August 2026

Interviews will take place on: Thursday 27 August 2026

For further information and an application pack please go to our website via the apply button.

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.