Client advisor jobs in liverpool

We are The Trust Partnership; a fast growing and innovative social enterprise helping charitable foundations and almshouses to be better managed and to use their resources more effectively for the benefit of the wider public.  In short, we are having a big impact in philanthropy sector. 

We are excited that we’ve not only been able to build a thriving business, but to do so on strong ethical foundations. The way we look after our staff, our clients and other stakeholders is important to us. We believe it’s possible to be a good business and a profitable one at the same time.

We are looking for someone special to join our growing business. You will be responsible for a portfolio of trusts who require clerking and supported by specialists in grantmaking and administration.  Experience of working with boards of Trustees is essential.

You need to be able to access London easily, sometimes at short notice.Occasional visits to our office in Gloucestershire will also be necessary. You will also be required to undertake a DBS check.

We are looking for a motivated individual with an exemplary work ethic and a professional attitude.  Accuracy is essential and an eye for detail that is balanced with an ability to see the bigger picture. Respect, integrity and emotional awareness are central to the role.

Working with us you will receive the following benefits

·Career progression opportunities 

·Flexible working environment 

·Professional development

·Membership of an employee benefits platform

·Charitable Giving matching up to £200 per annum

·25 days’ holiday per annum plus Bank holidays (FTE)

·Christmas shutdown (included in above)

·Additional day’s contractual leave entitlement after each fifth year of service (up to a total of six days)

·Eyecare voucher scheme.

Are you passionate about upholding the rights of other Disabled people? Would you like to bring your whole self to work? 

Inclusion Barnet is Barnet’s Deaf and Disabled People’s Organisation (DDPO), led by a board and senior management team of disabled people, and we’re passionate about using our lived experience of disability to work towards inclusive communities and greater social justice for all.

This role involves working with people across all of Barnet’s diverse communities. Therefore, we’re looking for people with a demonstrable commitment to the social model of disability and equality, with their own direct lived experience of disability, and an ambition to contribute to a fairer society for all.

The successful candidate will spend their time delivering a frontline welfare benefits triaging service with the support of a senior caseworker. 

To succeed, you will need experience of advice work which includes using a benefits calculator and signposting. The role also involves managing our telephone and email inbox into the advice service and obtaining feedback about the service from clients alongside initial advice giving. The role will include some casework including concessionary travel claims when capacity allows and with relevant training. 

You will need excellent communication skills and be unphased by people presenting with multiple issues, often in emotional distress. You’ll be excited by the challenge of learning new things and have a good knowledge of the services used by disabled people. 

In return, we offer a supportive and friendly workplace, with a focused but flexible culture, where you can bring your whole self to work. 

This is a home-based role, with some travel around Barnet needed, approx. 2 days a month. Most of the triaging work can be completed online or over the telephone, but there may be a need for some face-to-face client work from time to time. You will therefore need to live within a reasonable travelling distance of Barnet. Some travel to other venues in London may also be required, for example for staff away days or other meetings.

We encourage flexible working to suit your work/life balance preferences where possible; however, some working days might be determined by appointments. We also operate a Time Off In Lieu (TOIL) system.

To apply, please submit your CV with a brief covering letter clearly stating how you meet the person specification, and how you would use your lived experience of disability to inform your delivery of the role.

The successful candidate must be willing to undergo an enhanced DBS check and have the right to work in the UK. 

Interviews will be held remotely w/c 8th December and will include a pre-prepared scenario question which you will need to submit before the time of your interview.