Client advisor jobs in birmingham
Client Finance Manager
(SEO)
£42,450 - £46,636 (National)
+ £5,000 Accountancy Allowance or £2,500 Part Qualification Allowance
The Government Property Agency is the largest property holder in government, with more than £2.1 billion in property assets and over 50% of the government’s office estate. We are transforming the way the Civil Service works by creating great places to work, leading the largest commercial office programme in the UK, working towards halving carbon emissions from government offices, and achieving greater value for taxpayers. We are looking for innovative, solutions-focused people to join our team.
Representing the best covenant in the UK – His Majesty’s Government – we are leading ground-breaking programmes such as the Government Hubs Programme, Whitehall Campus Programme and Net Zero Programme, as well as delivering modern and cost-effective real estate service solutions.
Innovation and progress are at the heart of our behaviours. We foster a culture of lifelong learning, where curiosity and self-improvement are encouraged, and we’re dedicated to becoming a leading, inclusive employer both in the external market and throughout the Civil Service. Our strong emphasis on Equity, Diversity, and Inclusion (EDI) is not just about driving inclusion across our organisation, it is also about ensuring our services meet the needs of government departments and the civil servants who use our spaces.
Join our dynamic and diverse team that leads with purpose, improving sustainability, nurturing social value, driving inclusivity and flexibility, and kickstarting economic growth. We are driven by purpose, and you can be part of it too: where you make a meaningful impact; where you influence; where your voice really matters; where you help to shape our future direction.
The responsibilities of the Client Finance Manager will include:
- Delivering budgets and forecasts for each client, property and tenancy, using complex data from the MRI Horizon general ledger and other systems, Hyperion and Excel tools to provide accurate and meaningful financial information
- Being accountable for financial control over property services accounting, ensuring high levels of client satisfaction by providing accurate forecasting, explanations and billing
- Maintaining a focus on process improvement, including planning and establishing new systems and processes for quarterly financial reporting to ensure clients understand their costs and bills, delivering an ongoing service that meets and exceeds expectations
- Being the key liaison between senior finance and property staff for client meetings, involving being acutely aware of the customers’ needs and acting upon them, and being proactive in problem solving and finding solutions
- Leading the service delivery to clients alongside management accountants and other colleagues, supporting the growth of the GPA, and matching resources to client demand
- Manage due diligence exercises on estate-related financial information provided by the client and interrogate to identify material financial risks to GPA and ensure correct account treatments are applied.
Key Skills & Experience
- Be proficient in Microsoft Excel skills and able to manipulate complex data sets.
- Strong attention to detail and ability to analyse and interpret significant amounts of financial data
- Ideally, have experience in client finance, including reporting to clients, managing systems and processes, working in partnership with clients to deliver results
- Experience with property management systems such as MRI Horizon, Yardi Voyager, or similar systems, in addition to Excel and PowerBI (or similar) for financial reporting is desirable
- Ideally have experience in the property industry within medium to large organisations where customer service is a priority
For more information, please apply using the link, or contact Emma Fuller at our retained search agent, Robertson Bell.
The GPA is committed to representing the communities we serve by making Diversity, Equality and Inclusion part of everything we do. To ensure that we are always recruiting and retaining a diverse mix of talent, we are particularly inviting applications from candidates who are disabled, ethnically or gender diverse, and people who identify as being part of the LGBTQ+ community.
Thank you!
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Fuel Bank – Triage Support Advisor
Location – Remote based role with occasional travel to the Midlands for team meetings & training.
Hours – Part & Full Time Positions. F/T – 37.5 hours Monday to Friday. P/T 18.5 hours flexible Monday to Friday to suit the needs of the charity and individual’s work life balance.
Salary - £27,000.00 pro rata
Are you a confident communicator with strong administration skills? Are you happy to work in a busy reactive role processing queries and applications? Are you flexible, empathetic and able to deliver great customer service to our clients via email and telephone interactions?
Fuel Bank Foundation is the only UK charity to focus on the challenges of people living in fuel crisis. We provide emergency financial support through our network of partners who identify people who cannot afford to pre-pay for their energy.
As Triage Support Adviser at Fuel Bank Foundation, you will be the first point of contact for beneficiaries, partners, or referral agencies seeking assistance. Your primary responsibility will be to assess needs, gather essential information, and direct each query to the appropriate team or resource. You’ll play a critical role in ensuring that those in need receive timely and accurate support, helping maintain smooth day-to-day operations within the Foundation’s support services.
Key Responsibilities
Initial Contact & Needs Assessment
- Inbound Enquiries: Respond to incoming calls, emails, or online requests, providing a welcoming and empathetic first point of contact.
- Information Gathering: Ask relevant questions to understand the nature of each enquiry—whether a client needs immediate fuel assistance, advice, or referral to another service.
- Basic Eligibility Checks: Perform preliminary assessments to confirm a caller’s eligibility or direct them to the right partner agencies.
Triage & Referral
- Case Prioritisation: Quickly identify urgent cases (e.g., no heating supply, extreme vulnerability) and escalate them as needed to senior colleagues or specialized services.
- Routing Calls/Emails: Forward complex queries or those requiring in-depth guidance to the appropriate department (e.g., Customer Support, Policy & Impact, Finance for voucher-related questions).
- Follow-Up Coordination: Log essential details for each interaction, ensuring smooth handovers and timely follow-up by the relevant team member.
Data Entry & Record Keeping
- Database Management: Accurately input beneficiary information into the Foundation’s CRM or case-management system, maintaining up-to-date records in line with data protection policies.
- Documentation: Keep clear notes on calls, emails, and web form submissions, tagging them with relevant categories (e.g., urgent, general enquiry, advice request).
- Reporting: Support team leads by generating basic reports or summaries on enquiry volumes, types of requests, or common issues.
Communication & Collaboration
- Liaise with Colleagues: Update other teams or managers about trends in call types or emerging issues that might require policy changes or additional resources.
- Team Support: Assist in scheduling, task delegation, or administrative tasks when needed, contributing to a well-coordinated triage function.
- Stakeholder Engagement: Occasionally interact with partner organisations, local agencies, or other charities to exchange referral information or confirm assistance protocols.
Quality & Compliance
- Adherence to Policies: Follow all internal guidelines, including safeguarding, confidentiality, and data protection (GDPR).
- Continuous Improvement: Identify recurring enquiry patterns or potential service gaps, suggesting improvements to triage processes.
- Professional Development: Stay informed about any updates in the charity’s programs, fuel poverty regulations, or relevant partner services.
What will you receive in return:
· Support from a team of like-minded individuals who will support you to succeed in the role.
· Annual leave entitlement of 27.5 days (FTE), plus bank holidays plus the option to buy/sell extra days.
· A flexible working week to ensure work life balance.
· Enhanced pension contributions.
· Equal opportunity employers.
· Full onboarding programme with ongoing training and development opportunities.
Registered Charity
21 - 50
Fuel Bank Foundation is the only UK charity focused solely on supporting people who cannot afford to prepay for their energy.
The client requests no contact from agencies or media sales.
Thank you!
Purpose of the post
To assist the development, delivery and quality assurance of all of Hope Project’s legal and advice services including the delivery of Legal Assessments to refused asylum seekers; and to develop and run a student placement pilot project
Location
Working from Home and Hope’s Birmingham office as required
Contract:
Permanent. 6 months probationary period. 2 months’ notice required.
We currently have 1 year funding and will be looking to extend the post beyond that.
Salary
£26077. (NJC .20 .8FTE of £32597)
Hours of work
28 hours per week, Monday – Thursday
Responsible to: Head of Legal Services
Responsible for: Student placements
Tasks
Under the supervision of the Head of Legal Services:
1. Ability to safeguard vulnerable adults
2. Help clients obtain documents required prior to initial interviews including client care letters, interview records, refusal letters and judges determinations
3. Interview clients face to face or by telephone in order to understand why they have been refused and what steps can be taken to challenge this and so access housing and support
4. Write up casenotes as required
5. Draft and finalise letter of advice
6. Carry out follow up work including referrals to help clients access help including legal advice, housing and financial support.
7. Meet face to face with clients to explain why they have been refused and what steps they can take to challenge this.
8. Work with interpreters to ensure clients able to fully understand all steps of the process
9. Accurately record data as required
10. Onward referrals including to Adult Social Care
11. Raise awareness of the service, including visiting drop ins or events when required
12. Contribute to Hopes longitudinal study, annual evaluations and periodic reviews
13. Delivering training including at annual fighting destitution conferences
14. Engage with case reviews and other processes Hope may use to ensure quality of casework
15. Contribute to Hopes ongoing development
16. Engage with training including Continuous Professional Development
17. Contribute to Hopes work to raise awareness among policy makers, sector partners and the general public
18. Work with Head of Legal to maintain IAA registration
19. Cooperate with and support Hope Project’s other services
20. Engage with support and supervision
21. Engage with reflective practice
22. Be aware of and work within Hope Project’s policies and procedures
23. Develop and implement plans for a student placement project alongside the Head of Legal
24. Develop partnerships with education providers
25. Recruit and supervise student placements
26. Report on placement project as required
27. Any other tasks deemed commensurate with the nature of the post
Person Specification
Qualifications
1. Qualified to give immigration and asylum advice at IAA level 2
Experience
2. Proven experience of working supportively with people under stress
3. Experience of working with groups of vulnerable / at risk people
4. Experience of giving legal advice to asylum seekers
5. Experience of working with interpreters
6. Experience of onward referrals
Ability
7. Good listener
8. Excellent organisational abilities
9. Able to work sensitively within professional boundaries
10. Excellent written and spoken English
11. Ability to use common office IT software
12. Able to record data effectively
13. Able to plan and develop small projects
14. Able to supervise volunteers
Knowledge
15. Understanding of legal issues affecting destitute asylum seekers
16. Some understanding of statutory responsibilities to people with No Recourse to Public Funds
Qualities
17. Sympathy towards destitute asylum seekers
18. Good at communicating with colleagues and managers
19. Willing to work both from home and from Hope’s Birmingham office base
As well as the questions on this application form, please also send a CV and covering letter addressing the person specification.
Registered Charity
6 - 10
Legal advice, housing, emergency grants and wellbeing support for people made homeless by immigration controls.
The client requests no contact from agencies or media sales.
Thank you!
Job Description
Job Title: | IAA Caseworker level 1 or 2 |
Location | RMC operates four branches located in Birmingham, Wolverhampton, Walsall, and Dudley. The successful candidate will be based at the Birmingham site and will be required to travel to all branches as needed. This is an in-person, on-site role with no hybrid or remote work options available |
Reporting To: | Immigration Department Manager |
Salary and benefits: | IAA Level 1: £26,500–£28,000 (dependent on experience) IAA Level 2: £29,000–£31,000 (dependent on experience) Additional Benefits: · Company-matched pension scheme · Employee assistance program · Health and wellness support · Mental health resources · Comprehensive training and opportunities for career advancement |
Hours: | 35 hours per week, Monday to Friday, from 9:00am to 5:00pm. |
Contract: | 12-month fixed term with a strong possibility of extension |
Probation period: | 6 Months |
Annual Leave: | 21 days + 1 concessionary day and 8 Bank Holidays |
About the role
This is an exciting opportunity for the right person to join the Refugee Migrant Centre as a Caseworker, authorised by the Immigration Advice Authority (IAA), formerly known as OISC. RMC is a well-established, award-winning regional charity, widely recognised for its impactful work with refugees and migrants.
For over 23 years, RMC has assisted thousands of refugees and migrants from 162 countries, helping to break down barriers to integration and enabling clients to become equal citizens. We provide a holistic range of services, from specialist legal advice to education and employment programs.
The successful candidate will join RMC’s Immigration department and play a key role in delivering free immigration advice and representation. This is an exciting time to join the team as RMC is expanding its infrastructure following significant growth in staff, activities, and turnover—rising from £776k to £2.8 million in the past five years.
RMC is regulated by the Immigration Advice Authority (IAA) and is accredited to provide free immigration advice up to Level 3, covering cases from initial advice through to the First-tier Tribunal and Upper Tribunal.
Our immigration services focus on assisting migrants (including undocumented migrants), refugees, and asylum-seekers in navigating the UK’s complex immigration legal system. We help clients secure the right to remain in the UK for themselves and their families, with a particular emphasis on human rights claims, family and private life applications, family reunion, settlement, citizenship, and applications under the EU Settlement Scheme.
Purpose of the Role:
Main duties and responsibilities
All Caseworkers (Levels 1 and 2) will be required to carry out the tasks shown below:
Casework and client care:
· To provide one-to-one specialist advice in immigration and asylum area of law
· To provide thorough, professional, high quality and timely casework and advice
· To ensure accurate recording keeping and ensure all necessary and associated administrative tasks are completed
· To ensure case deadlines and key dates are recorded, monitored and actioned in a timely manner
· To conduct all casework and advice in compliance with all IAA regulatory requirements and the IAA code of standards
· To maintain confidentiality in all dealings with clients
Training and development:
· To keep up to date with changes in the law
· To attend training and share learning and good practice with other advisors
· To keep a record of your attendance on training courses
· To provide internal and/or external immigration training when required by management
Teamwork:
· To share casework knowledge and experience within the team
· To mentor, support and/or supervise colleagues on a lower level of IAA regulation
Projects and Engagement:
· To take responsibility for the day to day delivery of specific projects if requested by management
· To deliver presentations and represent RMC at meetings/events when required by management
· To maintain effective working relationships with partners and stakeholders
· To demonstrate a degree of flexibility and undertake tasks not specifically referred to above
Person Specification
Knowledge, Abilities and Skills- essential
· Accredited at IAA Level 1 or 2
· Experience in delivering advice and representation in the field of UK immigration and asylum
· Experience in working with clients with vulnerabilities and/or migrants, asylum-seekers, refugees
· Knowledge of most immigration areas, with a good understanding of at least one area such as the EUSS, asylum, human rights or family-based applications
· Commitment to working towards Level 2 accreditation (for IAA L1 advisors only)
· Ability to explain complex information to clients from different backgrounds
· A proven high standard of communication skills, including written, oral, presentational and inter-personal skills
· Ability to work independently
· Ability to manage and grow a caseload
· Ability to prioritise and to manage tight deadlines
· Teamwork and Flexibility
· Commitment to equality and diversity
Desirable
· Accredited to IAA Senior Caseworker
· Experience working in the Legal Aid sector
· Experience working in or with the not-for-profit sector
· Fluent in a community language
· Experience of working in a multicultural environment and sensitivity towards other cultures.
· Excellent listening skills and ability to empathise as well as establish boundaries to avoid emotional over involvement
· Educated to degree level or equivalent
Flexibility
In order to deliver the stated aims of this post, a degree of flexibility is needed and the post holder may be required to perform work not specifically referred to above. Such duties will fall within the scope of the job within the appropriate pay grade. The job description will therefore be subject to periodic review with the post holder to ensure it accurately reflects the duties that are being performed.
Equal Opportunities
We're an equal opportunity employer, which means we'll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and their passion for creating better outcomes, and we're committed to creating an inclusive environment for all employees.
Closing Date: 07/10/2025
Please note that RMC is not a sponsoring organisation. If your visa requires an extension within the next 12 months with the support of employer sponsorship, the Refugee and Migration Centre is unable to provide assistance with this.
