Advice jobs

This is a fantastic opportunity for a skilled line manager with experience in general welfare advice to join Sufra NW London. In this highly rewarding role, you will oversee the delivery of services that can measurably change lives by providing quality advice and support to those most in need.

You will manage our team of advice staff and volunteers to deliver high quality advice, information and welfare support to guests on a range of topics including benefits, housing, debt and immigration issues. An additional focus will be on establishing clear pathways for referring guests to external services, and managing volunteers to triage, signpost and refer guests to other forms of welfare support.

The advice team consists of paid staff and support volunteers. This year will be dedicated to consolidation of the service, ensuring that we are fulfilling our core mission to the highest standards. We are also hoping to launch our immigration advice service, providing guests with a first point of contact for their immigration needs and smooth referral pathways to specialist advice.

Finally, our OpenARMs programme will be launching workshops for our refugee and asylum seeker communities.

You will work closely with the Senior Leadership Team, especially Head of Advice at Sufra to support the implementation of new initiatives, and the expansion of our information and advice services to enhance our efficiency and impact.

The post holder will be a highly articulate and proactive individual with good welfare advice knowledge, 3+ years delivery experience in managing a charity team, strong service management skills, as well as experience managing staff and volunteers. The ideal candidate will have up-to date knowledge of the welfare system, immigration and safeguarding protocols. They must also have demonstrable experience using a case management system, adhering to advice standards and be able to manage a diverse workload and work under pressure.

This is an immensely rewarding role working in a dynamic charity built on an ethos of sharing, hospitality and inclusivity. We are looking for an exceptionally committed individual who is willing to go the extra mile and has flexibility to work during evenings and weekends if necessary. As this is a frontline role, you will be required to work on site at least 2 days per week.

We offer a wide range of employee benefits including:
• Excellent annual leave entitlement0
• Pension scheme
• Employee Assistance Programme
• Death in Service benefit
• Flexible working
• Opportunities for training and professional development

“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.

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

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

Closing date: 9.00 am Monday 16 March 2026

Interviews: Friday 20 March 2026

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

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

Are you an excellent communicator who is able to motivate and empower others?

We are looking for a new team member to join our service supporting Carers across Havering to improve their health and wellbeing, and access wider support that meets their needs.

This is a great opportunity to support local communities, working with Adult Carers and Young Adult Carers and helping them to make informed choices, build confidence, sustain their independence, and access support that meets their individual needs. You will carry out assessments to understand people’s individual circumstances and level of need, working together to co-produce support plans. This will involve meeting Carers in community settings and conducting home visits. The team also facilities coffee mornings and activities offering Carers opportunities for peer support and to take a break from caring.

You’ll build on your local knowledge to signpost and facilitate access for Carers to support services, including financial and benefit advice, housing, health and safety home systems, and leisure and social activities. You will support the development of escalation plans so that Carers are prepared for unforeseen circumstances that would impact negatively on ability to care.

This is a part-time role (22.5 hours), and applicants should have relevant personal or professional experience of working with Carers and/or vulnerable adults in a relevant sector. It’s essential that you are confident using IT and maintaining excellent records. You’ll need a practical understanding of barriers faced by Carers, and an awareness of cultural differences and access to services.

Due to the area covered by the service, you will need a valid UK driving licence and access to your own vehicle.

Apply today!

 

We offer our employees:

· Inclusive values-based environment

· Competitive remuneration package

· Workplace pension scheme

· Generous annual leave entitlement plus bank holidays

· Carers Leave

· Opportunities for hybrid working

· Benenden Health Care

· Death in Service Benefit

· Cycle to Work Scheme

· Employee Supported Volunteering scheme

· Development opportunities

· and more

Imago is committed to Safer Recruitment practices, and the post is subject to references and an enhanced Disclosure and Barring Service check.

Please either submit your CV with a short covering note or visit our website for full details.

Imago recognises that many people in our society experience discrimination or lack of opportunity for reasons that are not fair. We aim to create a culture that respects and values each other’s differences, and see these differences as an asset, as they improve our ability to meet the needs of the organisations and people we work with. We proactively seek to increase opportunities for inclusion and celebrate diversity across our organisation and within communities.

Imago recognises its duty to safeguard and promote the welfare of the children, young people and adults at risk who access its services or with whom it comes into contact.

We are seeking a forward‑thinking leader with a track record in changing organisations that have a good and loyal team in place with a commitment to our mission and values, and the imagination to explore new ways of meeting local needs. A track record of fundraising in the charity sector is needed. Whether you come with a background from the advice sector, the wider charity world, or another relevant field, if you have the vision and drive to steer CAEW into the future, we would love to hear from you.

At Age UK Kensington & Chelsea, we believe that ageing should be about living well — staying connected, independent, and fulfilled at every stage of life.

We’re a vibrant, values-led local charity and proud partner of the Age UK network. Every day, we work alongside older people to design and deliver services that promote wellbeing, independence and dignity. From supporting people to manage their health, to tackling loneliness and influencing local policy, we put people and communities at the heart of everything we do.

Our Information and Advice service provides rights-based information, advice and advocacy on Welfare Benefits, Social Care and Housing options; practical assistance with individual grant applications, accessing social tariffs, blue/purple badge and taxi card applications. The service is delivered through a range of channels, including face to face, telephone, email and digital, across Kensington and Chelsea borough.

This is an exciting new role for us - to help shape our Information and Advice service, a service we're proud to dleiver within the community. If you're passionate about helping people, have experience of successfuly managing a team and are seeking a new challenge then get in touch!

The role is 21 hours per week.

Due to the number of applications we may not be able to respond to all unsuccessful applicants.

Salary: £16,980 Actual

Hours: 21 hours per week (Wednesday, Thursday and Friday)

About the Role

Our General Advice Team covers a range of different projects, in this role the Trussel Trust Foodbank Advisor will give advice face-to-face within in foodbank outreach locations and CAL offices across Liverpool. The post holder will need to be self-motivated, organised and flexible, delivering generalist level advice and information with the ability to travel across locations in Liverpool.

The primary purpose of this role is to Improve financial well-being through:

• Income maximisation through welfare benefits
• Identifying and making applications for grants
• Using budgeting tools and guidance to improve financial literacy

The post holder will need to be digitally aware and be able to record all client contact and outcomes as well as make referrals electronically.

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.

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 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

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.

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

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.