Advice jobs

Role Overview

The Tower Project’s award-winning JET Service is seeking a passionate and skilled Disability Employment Adviser to help transform the employment prospects of adults and young people with learning disabilities and autism.

This is a varied community-facing role combining personalised employment support, employer partnership working and in-work coaching. You will manage a caseload of aproximatley 25 clients at different stages of their employment journey and work collaboratively with colleagues, employers and referral partners to create meaningful employment opportunities.

You will be supported by the Employment Support Team Lead and will play an important role in delivering positive, measurable outcomes for individuals across East London.

Main Duties and Responsibilities

IAG and Employment Support

You will act as the key adviser for a cohort of clients, delivering high-quality, person-centred employment support that leads to sustained paid outcomes.

You will:

• Build positive working relationships with referral partners including the Community Learning Disability Team, education providers and local support organisations.
• Complete vocational profiling, better-off calculations and personalised support plans focused on employment aspirations.
• Deliver one-to-one sessions to support CV development, interview preparation, confidence building and workplace readiness.
• Support clients to access appropriate training, qualifications and work experience opportunities aligned to their goals.
• Help clients identify and overcome barriers to employment through practical, solution-focused support.

Employer Partnerships and Job Matching

You will contribute to the development and maintenance of inclusive employer partnerships across the local area.

You will:

• Support the development of relationships with employers in a range of local sectors to support client progression.
• Promote inclusive recruitment practices and reasonable adjustments.
• Provide guidance and reassurance to employers on supporting employees with learning disabilities and autism.
• Work collaboratively with colleagues to match clients to suitable roles that reflect their strengths and aspirations.
• Maintain ongoing contact with employers to support sustained placements and positive working relationships.

In Work Support and Job Coaching

Where clients progress into employment, you will provide initial structured in-work support to help clients succeed and grow in their roles

You will:

• Conduct job and task analysis to ensure clear understanding of workplace expectations.
• Support employers to implement appropriate adjustments.
• Deliver workplace coaching using structured approaches such as Training in Systematic Instruction (TSI), gradually reducing support as independence develops.
• Monitor progress in partnership with the employer and client to support sustained employment.

Career Development

Support clients who are in sustained employment to explore progression opportunities, further training and career development pathways.

Monitoring and Administration

• Maintain accurate and timely client records in line with organisational requirements.
• Contribute to performance reporting, case studies and outcome data as required.
• Ensure compliance with safeguarding, confidentiality and data protection standards.

 

General Responsibilities

• Work towards agreed performance targets and contribute to overall team outcomes.
• Represent the service professionally at meetings and partnership events. 
• Build and maintain positive relationships with clients, employers and stakeholders.
• Keep up to date with relevant employment and benefits legislation.
• Follow the organisation’s policies, procedures.
• Participate in supervision, appraisal and ongoing professional development.
• Contribute to a positive, collaborative and inclusive team culture.

Citizens Advice Milton Keynes is a local charity that helps people to resolve their legal, money and personal problems. We have been providing free, confidential, and impartial advice since 1972 and helped over 8000 local people last year.

We are looking for an enthusiastic, reliable and confident person to join us in delivering a new project based in local GP Surgeries. The ideal candidate will provide a Social Prescribing Link Worker service, to patients of Crown Primary Care Network (CROWN PCN) in Milton Keynes, working to support patients and staff at each of their 3 medical centres across the area.

The Link Worker will take referrals from the PCN’s practices, and from a wide range of external agencies, and through self-referrals. They’ll work with people to identify issues that affect their health and wellbeing and co-produce a simple personalised care and support plan that connects them to non-medical community-based activities, groups and services that meet practical, social, and emotional needs.

This is a challenging role, managing a demanding caseload, working to strict quality standards and playing a full part in multi-disciplinary team of health and social care professionals. Successful candidates will be able to ensure that all work is compliant with our contract funder – Crown PCN, and Citizens Advice standards.

Applicants need to be:

• Computer-literate, although training on our case recording systems will be given.
• Able to travel between each of the 3 surgeries in Milton Keynes.
• Confident in working to performance targets.
• Able to show good communications skills, both written and verbal. These are essential in the role, as are excellent customer service skills with a non-judgemental approach.
• Prepared to work independently and from a variety of community-based locations.

A minimum of 12 months’ experience in a social prescribing role or an agency providing advice, support and signposting (or similar setting) is desirable.

The successful Applicant/s will be asked to undergo an Enhanced Disclosure and Barring Service (DBS) check.

Closing date: Monday 9th March 2026 at 2pm

Interviews: To be agreed, Please note interviews will be held face to face at Clarendon Drive, Wymbush

About the Role

Do you enjoy helping people? Are you a compassionate and people-focused person? Do you want to make a real difference to the lives of people who are in problem debt and help them find a way forward?

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

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

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

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

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

Requirements

To be appointed as a Debt Advice Caseworker, you will need to have:

1. Knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options and insolvency solutions.

OR

To be appointed as a Trainee Money Advice Caseworker, you will need to have knowledge of advice areas and money advice issues and have experience of giving advice. We’re not looking for the finished article, if you have the right attitude then we can help to develop your skills.

2. Experience of achieving performance and quality targets/KPIs.

3. Ability and willingness to undertake training and development to comply with Money and Pensions Service and Citizens Advice quality standards.

4. Effective oral/written communication skills and be numerate to the level required by the tasks.

5. Ability to prioritise own work, meet deadlines, manage workload and targets in a pressured environment.

6. An ordered approach to casework and an ability and willingness to follow and develop agreed procedures.

7. IT literacy with an ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials.

8. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.

9. Ability and willingness to work as part of a team.

10. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equalities and diversity policy

11. Ability to work across different sites within Liverpool.

12. Institute of Money Advisers Certificate in Money Advice Practice or MaPS Caseworker accreditation equivalent.

Equality and Diversity:

All staff members are expected to demonstrate a commitment to equality and diversity. We recognize and celebrate the positive value of diversity, promote equality and challenge discrimination.

Responsibilities:

1. Provide a casework service covering the full range of debt and money management advice, including debt relief orders, bankruptcy, and debt management plans.
2. Deliver our service by a range of methods required, including telephone/digital channels, drop-in sessions, appointments, outreach work, and home visits.
3. Act for clients where necessary; this includes drafting letters, budgets, financial statements, and negotiating with third parties.
4. Ensure income maximisation through the take up of appropriate welfare benefits.
5. Prepare and present cases to statutory bodies, tribunals, and courts when required.
6. Assist clients with issues, where they may be an integral part of a case, and refer them to the appropriate agencies and advisers.
7. Maintain standards of service delivery and ensure that casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the Money and Pensions Service Advice Quality Framework.
8. Comply with systems for monitoring and reporting purposes.
9. Work collaboratively with colleagues to ensure that the service area meets key performance indicators and targets.
10. Assist in the smooth running of the organisation and provide emergency cover for other parts of the service when necessary.
11. Analyse and interpret complex information, communicating this effectively in writing with particular emphasis on negotiation and representation.

About us

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

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

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

Citizens Advice Southwark provides outreach advice service in hospitals across South East London as well as from our main offices in Peckham and Walworth.

You will undertake casework, assisting clients to access their entitlements to welfare benefits and other sources of financial help such as grants and help with health and travel costs and assist clients to prepare for benefit appeals and provide representation at tribunals as required.

To be successful you will need:

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

Closing Date: 9.00am Monday 9th March 2026

Interviews: Wednesday11th March 2026

Age UK Bromley & Greenwich is an independent local charity supporting older people across both boroughs. We work to enable, support and connect older people, promote independence and wellbeing and ensure their voices are heard.

We are looking for an Information & Advice Triage Worker to be the first point of contact for older people, carers and their families seeking support.

About the role

This role is central to our Information & Advice service. You will provide high-quality initial information and guidance, assess urgency and risk, and ensure people are directed quickly and appropriately to advice services, support services or partner organisations.

You will often be the first person someone speaks to, so a calm, empathetic and professional approach is essential.

Key responsibilities

• Act as the first point of contact for enquiries, mainly by telephone, with some face-to-face and email contact

• Provide accurate information on issues affecting older people including benefits, housing, care, health and local services

• Carry out structured triage to identify needs, priorities and risks

• Manage expectations clearly and sensitively

• Identify safeguarding concerns and follow organisational procedures

• Make timely referrals to internal services and external partners

• Maintain clear professional boundaries while offering a warm, person-centred response

• Record all contacts accurately and promptly on the organisation’s CRM system

• Maintain clear, concise and professional case notes

• Ensure confidentiality, consent and data protection requirements are met

• Work closely with advisers, service coordinators and partner agencies

• Take part in team meetings, supervision and training

• Keep knowledge up to date on welfare benefits, services and local provision

• Promote Age UK Bromley & Greenwich services positively and professionally

About you

Essential

• Experience in frontline information, advice, triage or high-volume customer contact work

• Confidence handling calls from people who may be distressed, anxious or frustrated

• Strong listening and questioning skills

• Ability to assess urgency and risk and take appropriate action

• Clear verbal and written communication skills

• Experience using a CRM or case management system

• Good general IT skills including email and Microsoft applications

• Understanding of confidentiality, safeguarding and professional boundaries

• Awareness of issues affecting older people and carers

• Commitment to equality, diversity and inclusion

• Empathy, patience and a non-judgemental approach

Desirable

• Experience in the voluntary sector or health and social care

• Knowledge of welfare benefits, housing or adult social care

• Experience of face-to-face advice or reception-based work

• Knowledge of local services in Bromley or Greenwich

What we offer

• 27 days annual leave plus bank holidays (pro rata), including two days over Christmas

• Pension scheme with 5% employee and 3% employer contributions

• Employee Assistance Programme offering 24/7 support

• Supportive team environment with training and development opportunities

If you want to play a vital role in helping older people feel heard, supported and confident accessing the right help, we would love to hear from you.

About Toynbee Hall

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

Job purpose

To act as the organisation’s lead professional for complaint handling and quality improvement across all Advice Services.

To ensure the effective resolution of client complaints by maintaining expert knowledge of regulated advice and delivering excellent customer service. Provide regulatory insights in team discussions on MHCBS and Regulation 17 creditor challenges. Analyse complaint trends and produce reports to establish consistent processes that enhance service quality, accountability, learning, and continuous improvement.

To support the Head of Quality and Compliance in ensuring Toynbee Hall’s advice services remain fully compliant with FCA, MaPS, and internal quality standards.

Key Responsibilities

Complaints and Challenge Management

• Lead the end-to-end management of all client complaints, overseeing first-stage advice service resolutions and directly managing escalated complaints, while contributing regulatory insight to team discussions on MHCBS and Regulation 17 creditor challenges.
• Ensure timely, accurate, and fair resolution in accordance with FCA and MaPS complaint-handling procedures.
• Act as the organisational escalation point for complex or high-risk advice-related complaints, including cases involving direct client or creditor challenges under MHCBS and Regulation 17
• Liaise with external stakeholders, creditors, and partners to resolve disputes and maintain strong working relationships.
• Maintain an accurate and auditable record of all complaints, decisions, and resolutions.

Quality and Compliance Oversight

• Work with the Head of Quality and Compliance to monitor compliance with regulatory frameworks and internal policies.
• Conduct audits and case reviews to identify trends, risks, and opportunities for improvement.
• Support the design and implementation of quality-improvement plans, policies, and tools.
• Provide regular reporting to senior leadership, highlighting trends and risks across services.

Continuous Improvement and Learning

• Translate insights from complaints and audits into practical service improvements.
• Collaborate with Advice Managers and Coordinators to integrate learning into casework and training.
• Support staff training and development on complaint handling, communication, and quality assurance.
• Promote a culture of transparency, fairness, and continuous learning within advice delivery teams to ensure ongoing service improvement and the highest possible standard of support for Toynbee Hall clients.

Regulatory and Partnership Liaison

• Proactively maintain and develop knowledge of regulations, legislation, and best practice across all advice areas by engaging in relevant training, continuous learning, and professional development.
• Ensure complaint handling and quality monitoring comply with FCA MaPS  and advice quality standards.
• Support preparation for audits, funder reviews, and regulatory inspections.
• Keep colleagues informed of relevant regulatory changes and implications for practice.

General Responsibilities

• Adhere to Toynbee Hall’s policies and procedures, including safeguarding and data protection.
• Promote equality, inclusion, and accessibility across all aspects of the service.
• Demonstrate financial efficiency and value for money.
• Undertake other duties as directed by the Head of Quality and Compliance or senior management.

Person Specification

Essential Criteria

Experience and Knowledge

• Hold a valid Money and. Pension Service accredited qualification in debt advice
• A minimum of two years’ full time (2,220 hours) or equivalent part-time experience of delivering debt advice
• Demonstrates a strong understanding of advice areas, with particular expertise in FCA regulations, MaPS quality frameworks, and the Mental Health Crisis Breathing Space Regulation
• Significant experience managing complaints and quality processes within a regulated advice
• Proven experience in complaint resolution, creditor negotiation, and stakeholder management.
• Ability to analyse complex cases and identify systemic issues or risks.
• Experience developing and implementing service improvement plans.

Skills and Competencies

• Excellent communication and influencing skills at all levels.
• Strong analytical, reporting, and decision-making ability.
• Ability to manage competing priorities and meet tight deadlines.
• Confidence handling sensitive and confidential information with integrity.
• High level of IT literacy, including CRM or case management systems.
• A proven commitment to continuous professional development of self and wider teams.

Personal Attributes

• Ability to work independently and proactively without supervision.
• High level of professionalism and integrity.
• Committed to fairness, impartiality, transparency, and accountability.
• Calm, and solutions-focused under pressure, adopting a “find a solution, no blame” attitude.
• Collaborative and empathetic approach when dealing with clients and colleagues.
• Strong alignment with Toynbee Hall’s values and mission

Desirable Criteria

• Previous management or supervisory experience in a debt advice or compliance setting.
• Experience designing or delivering training on quality, complaints, or compliance.
• Knowledge of data-protection legislation and its implications for complaint management.
• Ability to build and maintain positive relationships with all staff members.
• Excellent written and verbal communication skills.
• Competence in handling sensitive information with discretion and maintaining confidentiality.
• Keeping up to date with technology and take individual responsibility for learning new technologies.

Please download the full Job Description for more details.

Our Benefits Package

Annual Leave

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

Pension

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

Additional Perks & Support

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

Working as part of our friendly Operations Team, you will undertake a range of administrative and support duties to ensure the smooth running of Citizens Advice Southwark. The post holder will be office-based working between our Peckham and Walworth sites according to operational needs, and at other locations within the Borough of Southwark.

You will need:

• Experience of providing administrative support in a busy organisation and ability to maintain office systems
• Good knowledge of Microsoft office programs and a willingness to learn and use other software packages as needed
• Ability to work on own initiative to organise and prioritise work to meet deadlines
• Excellent written communication skills to produce correspondence, reports, minutes and publicity materials
• Good interpersonal skills and the ability to relate to a wide cross section of the public.
• An understanding of and commitment to the Aims and Principles of the Citizens Advice Service including the service’s Equal Opportunities policies

 

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.

Closing Date: 9.00 am Monday 9th March 2026

Interviews: Thursday 12th March 2026

Debt Advice Support Officer

Salary £25,593.44 per annum (inclusive of shift allowance) + excellent benefits

Location Birmingham (remote working with some office attendance. Initial training will be mandatory on site)

Contract: Permanent

Start date: 5th May 2026

Hours: Full time, 35 hours per week (rota basis including evenings)

Closing date: 19th March

Are you passionate about helping people manage their finances and overcome debt challenges? Do you thrive in a supportive, client-focused environment? Join our team as a Debt Advice Support Officer and make a real difference in people’s lives.

About the Debt Advice Support Officer Role

As a Debt Advice Support Officer, you’ll be the first point of contact for clients preparing for debt advice. You’ll guide them through budgeting, gather key information, and support our Money Advisers by ensuring clients are ready for their advice sessions.

This is a role for resilient candidates who are consistent in approach and can demonstrate that they are able to deal with subjects that can be highly emotive and sensitive. With proven experience in a customer service role, you will possess accurate data entry skills and have the desire to learn and develop. We offer full training and there is the opportunity, with experience in this role, to progress your career further as a Money Adviser.

Your key responsibilities will include:

· Support clients in creating budgets and gathering financial information

· Maintain accurate records and appointment systems

· Communicate empathetically and clearly with clients and colleagues

· Ensure compliance with GDPR and internal quality standards

About You

Our ideal candidate will bring:

· Strong verbal and written communication skills

· Empathy and understanding of client needs

· Proficiency in Microsoft Office and remote working tools

· Attention to detail and good numerical skills

· Experience in a customer service role

What We Offer

We provide full training and extensive support to give you all the tools needed to become an exceptional Debt Advice Support Office. Our three-week training program will be conducted at our offices in Birmingham (Five Ways). You must be able to commit to training on a full-time, on-site basis, Monday to Friday 9am to 5pm.

We believe in taking care of our people, and we offer a great range of benefits, including:

· 29 days annual leave plus bank holidays

· A contributory pension scheme

· Flexible hybrid working arrangement

· Generous life insurance

· Wellbeing days to support your mental health

· A healthcare cashback scheme

· Access to an Employee Assistance Program

· Working outside the UK (up to 30 days in a 12-month period)

· Free on-site gym

· Enhanced maternity pay

How to Apply

We’d love to learn more about you! Please click apply now to answer a few questions and submit your CV and supporting statement outlining how you meet the criteria in the job description and why you would be a great Debt Advice Support Officer (500 words max)

We value authentic applications, so please refrain from using AI-generated content. We’re interested in hearing your own words, experiences, and motivations, this helps us understand your genuine interest in the role and what makes you unique.

If you need any adjustments to help you perform at your best during the recruitment process, please contact us and we’ll be happy to discuss them.

Important Information

We may close this advert and recruitment process early if we receive a high number of applications, so please apply as soon as possible.

We will only use the data you supply to us for recruitment purposes, and it will be held for twelve months. For further details, please see our Privacy Notice for Job Applicants on our vacancies page.

Our Commitment to Inclusion

We take diversity seriously and are committed to creating a workplace that reflects the communities we serve. Our values: ‘We put people first, We support each other, We solve problems’ underpin our vision to be a place where everyone feels welcome, respected, and empowered to bring their authentic selves to work.

We use a blind recruitment system to ensure fairness. Personal details such as name, address, gender, ethnicity, sexual orientation, or educational institution remain hidden until shortlisting is complete. We warmly welcome applications from all backgrounds

Job Opportunity: Trainee Immigration Adviser

Location: St Pauls Advice Centre, Bristol
Salary: £11,439.20 to £12,256.29 actual (£28,598 FTE, NJC 12)
Hours: 14 hours per week (or 15 hours over 3 days)
Contract: Fixed term until 31 March 2027
Application Deadline: 10 am, Monday 23rd March 2025
Interviews: Wednesday 1st April 2025

Are you passionate about social justice and committed to supporting people navigating complex immigration systems? Do you want to develop your skills in specialist immigration advice within a supportive and experienced team?

St Pauls Advice Centre is looking for a Trainee Immigration Adviser to help deliver high-quality, free and independent immigration advice to our community.

About Us

For over 50 years, St Pauls Advice Centre has supported the people of Bristol through expert advice on immigration, housing, benefits and related issues. We are committed to equality, inclusion and empowering people through specialist legal advice and advocacy.

Our immigration service plays a vital role in ensuring individuals and families can regularise their status, secure their rights and move forward with dignity and confidence.

The Role

Working under the supervision of the Immigration Supervisor and alongside the Immigration Adviser, you will:

• Work towards achieving IAA accreditation at Level 1 or higher
• Provide specialist immigration advice at IAA Level 1 (once accredited)
• Manage a caseload and support clients with immigration applications and enquiries
• Conduct client interviews and gather evidence to support applications
• Deliver advice sessions at our office and in community locations, and provide telephone assistance
• Maintain accurate case records in line with IAA requirements and organisational standards
• Keep up to date with immigration legislation, policy and practice
• Contribute to monitoring, advocacy and campaigning work
• Support the team in meeting funding and service delivery targets

About You

We are looking for someone who is:

• Committed to achieving IAA Level 1 accreditation (or already accredited)
• Passionate about social justice and migrant rights
• Organised, thorough and able to manage detailed casework
• A strong communicator with the ability to work sensitively with diverse communities
• Able to work both independently and as part of a supportive team
• Committed to anti-discriminatory and non-judgemental practice

Experience of advice work or working with migrant communities is desirable.

What We Offer

• A supportive and inclusive workplace where your work makes a real difference
• 30 days annual leave (pro rata) plus 3 additional days between Christmas and New Year
• 5% employer pension contribution
• Support to take IAA exams and register with IAA
• Ongoing supervision, training and professional development

KCLSU are looking for a new Head of Advice and Wellbeing, to provide leadership and management to our wider KCLSU Advice and Wellbeing teams.
 
The KCLSU Advice Service focuses on academic advice and supports over 2,000 cases per annum. KCLSU Wellbeing is a sector leading partnership with King’s College London. It is a student-led service that equips and empowers students with training and bespoke guidance to support their communities’ wellbeing through peer support, wellbeing initiatives and student partnership. 
 
The role ensures that the teams across the department deliver services to students in ways that best supports their needs, as well as programmes that equip students to look after their own wellbeing and that of their peers.
 
The Head of Advice and Wellbeing is also a member of the Wider Leadership Team (WLT), where they will have the opportunity to contribute to both directorate and organisational strategic development.
 
To apply for this role, please fill in an application form and include a personal statement detailing how you meet the person specification (which can be found within the job description).
 
To be eligible for this role, you must:

• Be eligible to work in the UK, and provide proof of this (i.e. a passport / visa) when asked by KCLSU. Please note that KCLSU is unable to offer visa sponsorship. 
• Have a National Insurance number, or be in the process of applying for one. 
• Not be a trustee of King's College London Students' Union. 

 
REF-226 879

Money Adviser 

Salary £36,069 per annum (inclusive of shift allowance) + excellent benefits

Location Birmingham (remote working with some office attendance. Initial training will be mandatory on site)

Contract: Permanent

Start date: 26th May 2026 & 15th June 2026

Hours: Full time, 35 hours per week (rota basis including evenings and occasional Saturdays).

Closing date: 19th March

We are an award-winning free debt advice service run by an independent charity founded in 1991 to help people across the UK to tackle their debts and manage their money with confidence.

About the Money Adviser Role

We’re passionate about making a positive difference. We’re now looking for Money Advisers to join our  team and help us support people across the UK to tackle their debts and manage their money with confidence.

As a Money Adviser, you’ll provide tailored, specialist money advice to clients. You’ll help clients navigate complex debt situations, providing clear, empathetic and non-judgemental support while meeting quality and productivity standards.

Your key responsibilities will include:

· Providing specialist money advice and support across multiple channels.

· Communicating with clients in a clear, supportive and empathetic way.

· Identifying and explaining appropriate debt solutions (e.g. DROs, IVAs, DMPs).

· Accurately maintaining client records and administrative processes.

· Collaborating with colleagues to ensure service quality and continuous improvement.

· Acting as an ambassador for us in all client and stakeholder engagement.

About You

Our ideal candidates will bring:

· Proven experience in a telephony customer service or advice role.

· Excellent communication skills – both written and verbal – with the ability to explain complex information simply to a variety of callers, some of whom may be distressed or have suicidal thoughts.

· A customer-focused, empathetic and non-judgemental approach. A high level of IT proficiency (Word, Excel, Outlook, Teams, Zoom) and ability to adapt to new systems.

· Strong organisational skills and the ability to manage workload effectively.

· Resilience and the ability to stay calm in challenging situations.

What We Offer

We provide full training and extensive support to give you all the tools needed to become an exceptional adviser. The eight-week training program will be conducted at our offices in Birmingham (Five Ways). You must be able to commit to training on a full-time, on-site basis, Monday to Friday 9am to 5pm.

Training to become a Money Adviser is challenging and also staying up to date with new legislation in this arena is important, therefore you need to be willing to manage your own development during and outside working hours. With the initiative to research some of the finer technical points of debt advice, you will possess the drive to succeed in a role that presents challenging targets.

We believe in taking care of our people, and we offer a great range of benefits, including:

· 29 days annual leave plus bank holidays

· A contributory pension scheme

· Flexible hybrid working arrangement

· Generous life insurance

· Wellbeing days to support your mental health

· A healthcare cashback scheme

· Access to an Employee Assistance Program

· Working outside the UK (up to 30 days in a 12-month period)

· Free on-site gym (Birmingham)

· Enhanced maternity pay

How to Apply

We’d love to learn more about you! Please click apply now to answer a few questions and submit your CV and supporting statement outlining how you meet the criteria in the job description and why you would be a great money adviser (500 words max)

We value authentic applications, so please refrain from using AI-generated content. We’re interested in hearing your own words, experiences, and motivations, this helps us understand your genuine interest in the role and what makes you unique.

If you need any adjustments to help you perform at your best during the recruitment process, please contact us and we’ll be happy to discuss them.

Important Information

We may close this advert and recruitment process early if we receive a high number of applications, so please apply as soon as possible.

We will only use the data you supply to us for recruitment purposes, and it will be held for twelve months. For further details, please see our Privacy Notice for Job Applicants on our vacancies page.

Our Commitment to Inclusion

We take diversity seriously and are committed to creating a workplace that reflects the communities we serve. Our values: ‘We put people first, We support each other, We solve problems’ underpin our vision to be a place where everyone feels welcome, respected, and empowered to bring their authentic selves to work.

We use a blind recruitment system to ensure fairness. Personal details such as name, address, gender, ethnicity, sexual orientation, or educational institution remain hidden until shortlisting is complete. We warmly welcome applications from all backgrounds.

The Coach’s role will be to engage with our adult beneficiaries, supporting them to identify and achieve their aspirations for themselves and for their families.

Adopting a holistic, person-centred approach, she will support beneficiaries both to reach short term goals (through the delivery of Information, Advice and Guidance) and to develop the resources, skills and behaviours necessary to make longer term progress (through Coaching) across the five ‘pillars’ of our social mobility framework:

• ­ Employability 
• ­ Education 
• ­ Family stability 
• ­ Money management 
• ­ Resilience and well-being 

We currently have 3 Social Mobility Coaches on the team.  Whilst supporting women across all five pillars, each Coach has specific areas of responsibility, which may change from time to time.

To provide high-quality and comprehensive advice, information, practical and advocacy support relating to domestic and other forms of gender-based violence perpetrated against Black and minoritised women and children.

To assist with educational, developmental, policy and campaigning work arising from advice and casework.

To promote the aims and objectives of SBS as a specialist organisation for Black and minoritised women and children.

Why work with Southall Black Sisters?

Southall Black Sisters is committed to providing a supportive working environment, where team members feel valued, empowered and safe. To that end, we provide an excellent package of employee benefits including:​

• Generous annual leave entitlement 
• Hybrid working 
• Enhanced pension contribution
• Enhanced sick pay
• Subsidised public transport season ticket
• A comprehensive Employee Assistance Programme, including access to confidential support from MBACP therapists 
• Clinical supervision with an MBACP therapist to explore issues arising from casework
• A focus on continued learning and development through accredited training delivered by experts in their field
• Organisation-wide away days
• Career development pathways and support
• The opportunity to learn and grow within an organisation renowned for inspiring political activism and campaigning successes
• Employer eye care scheme

To Apply

Submit a completed application form along with the optional equal opportunities monitoring form by the application deadline. Please do not send us your CV as this will not be considered.

Please note, incomplete applications will not be considered.

About the Role

Advice Giving

• Deliver a multi-channel advice service, including home visits, to clients regarding their energy needs and income maximisation support, ensuring advice provided meets the requirements of Citizens Advice quality standards.

• Ensure all case recording and other record keeping is completed within agreed timescales and conforms to the Office Manual and the Advice Quality Standards

• Use sensitive listening and questioning skills in order to allow clients to explain their problem(s) and to identify the next course of action.

• Use a range of information sources to find relevant information, then interpret and communicate this to clients, enabling them to tackle fuel poverty and financial hardship for the long-term.

• Assist clients with other related problems where they are an integral part of their case and refer internally or to other specialist agencies as appropriate.

• Meet the individual performance targets set as part of this project.

Research & Campaigning

• Take an active role in the research and campaigns process by identifying trends and social policy issues and communicating these to the Project Supervisor and Research & Campaigns Co-ordinator.

• Keep up to date with current research and campaigns priorities, initiatives and plans.

Administration

• Collect and record all relevant information given during interviews on to Casebook to meet the monitoring and evaluation requirements of the project.

• Be self-administering and undertake general administration tasks e.g. taking messages; photocopying, collating, filing; processing post etc.

Professional development

• Pass the City and Guilds NEA Level Energy Awareness exam within 2 months of starting the role.

• Keep up to date with relevant energy advice issues and maintain an up to date working knowledge of all new relevant legislation through:

o Attending training opportunities.

o Reading monthly subscriptions, relevant publications and Citizens Advice Updates.

• Prepare for and attend supervision sessions/team meetings/staff meetings/forums, as appropriate.

• Identify and implement your own learning and development needs.

Other duties and responsibilities

• If required, work from a variety of Citizens Advice Liverpool outlets across the city as required over the course of the week.

• Promote the aims, policies, and membership requirements of the Citizens Advice service.

• Ensure all processes and procedures that relate to the responsibilities of the role are delivered with a high level of awareness of the organisation’s equality and diversity ethos and policies.

• Be a positive ambassador for Citizens Advice Liverpool.

• Abide by health and safety guidelines and share responsibility for own safety and that of colleagues.

Requirements

Desirable

1. One year’s experience of delivering generalist advice within Citizens Advice or another quality assured environment such as AQS.

Essential

2. Experience of using interpersonal skills, including sensitive listening and questioning skills to understand the needs of others, especially in the context of telephony.

3. Ability to give and receive feedback objectively and sensitively.

4. Effective oral and written communication skills, with good IT knowledge to support delivery of service

5. Ability and willingness to work both on own initiative and as part of a team.

6. Willingness to learn and develop skills and be flexible with service delivery.

7. A good understanding of fuel poverty issues and the issues affecting society and their implications for clients and service provision.

8. Ability to assist with research and campaigns works by providing information about clients’ circumstances

9. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equal opportunities policies.

10. Ability to pass City and Guilds NEA Level 3 Energy Awareness exam within the first 2 months of starting the role.

About us

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

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

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