Client relationship manager jobs

PIN is an international non-governmental organisation providing humanitarian assistance, supporting human rights, and driving sustainable development in more than 30 countries worldwide.  

In the UK, we are planning to launch the One World Film Festival as well as our flagship education programme, One World in Schools. Through this programme, young people develop greater awareness of global issues, build empathy and understanding of different lived experiences, and strengthen their ability to question information, bias, and narratives.Through innovative educational resources, school partnerships, and film-based learning, One World connects students with real-world challenges and solutions from around the globe. 

About the Role 

We are seeking an ambitious, entrepreneurial and relationship-focused Partnerships & Engagement Manager to lead the development of new income streams from philanthropists and the wider public. 

This is an exciting opportunity to build and grow a fundraising portfolio that will support One World in Schools in the UK, while also generating funding for PIN’s broader humanitarian and development programmes internationally. 

The successful candidate will cultivate and steward major donors, develop compelling fundraising propositions, and identify innovative ways to engage supporters with the impact of our work. They will also play a leading role in establishing and delivering the organisation’s One World engagement strategy, leveraging film screenings, festivals, partnerships, and events to strengthen stakeholder engagement and create new fundraising opportunities. 

We welcome applications from candidates both within and outside the charity sector. If you have experience in sales, business development, marketing, client relationship management, partnerships, or other commercial roles and believe you have transferable skills relevant to fundraising and stakeholder engagement, we encourage you to apply. We are particularly interested in candidates who can demonstrate a track record of building relationships, influencing decision-makers, and generating income or support for a cause, product, or service. 

Key Responsibilities 

Fundraising Strategy & Income Generation 

• Develop and implement a fundraising strategy focused on securing support from philanthropists, trusts, and members of the public. 

• Build and manage a pipeline of prospective major donors and philanthropic partners. 

• Create meaningful supporter journeys that deepen engagement and encourage long-term giving. 

• Develop compelling cases for support and fundraising materials that communicate the impact of One World in Schools and PIN’s global programmes. 

• Work closely with programme colleagues to translate programme outcomes into engaging donor propositions. 

Stakeholder Engagement & Partnerships 

• Build and maintain relationships with influential stakeholders, ambassadors, supporters, and partners who can advance fundraising objectives. 

• Represent PIN at networking events, donor meetings, conferences, and public engagements. 

• Develop opportunities for strategic partnerships with organisations, institutions, and individuals aligned with One World’s mission. 

One World Engagement Strategy 

• Lead the development and implementation of the fundraising stakeholder engagement strategy for One World engagement strategy in the UK. 

• Identify opportunities to use documentary film and storytelling as tools for audience engagement, awareness raising, donor cultivation, and fundraising. 

• Support OWIS UK Coordinator to build relationships with filmmakers, cultural institutions, schools, venues, and festival partners. 

• Plan and deliver film screenings, events, and related engagement activities that support fundraising and stakeholder development goals. 

Communications & Collaboration 

• Work closely with staff from PIN UK staff as well as PIN’s international offices to develop engaging fundraising campaigns and donor communications. 

• Build partnerships with marketing and media channels. 

• Monitor fundraising performance, analyse results, and identify opportunities for improvement. 

• Maintain accurate donor records and ensure compliance with fundraising regulations and GDPR requirements. 

Person Specification 

Essential 

• Excellent communication, presentation, and networking skills. 

• Demonstrated success in cultivating and managing stakeholder relationships. 

• Ability to develop compelling fundraising or sales propositions and cases for support. 

• Experience managing multiple projects and priorities in a dynamic environment. 

• Strong organisational skills and attention to detail. 

• Commitment to humanitarian, development, education, and social justice values. 

Desirable 

• Experience working with philanthropic and corporate networks in the UK. 

• Experience of fundraising for international development, humanitarian, education, or cultural organisations. 

• Understanding of fundraising principles and good practice in the UK. 

• Experience using storytelling, events, cultural engagement, or creative content to build relationships with supporters and drive fundraising outcomes. 

• Knowledge of documentary film, film festivals, cultural engagement, or arts-based fundraising. 

• Familiarity with CRM systems and fundraising data management. 

• Based in London. 

What We Offer 

• The opportunity to help shape and grow an innovative fundraising function with significant potential for impact. 

• A chance to support transformative educational programmes in the UK and life-changing humanitarian and development work globally. 

• A collaborative and mission-driven international organisation. 

• Professional development opportunities and engagement with global programmes and partners. 

• Work from home and flexible working hours. 

About the role:

Join us at Single Homeless Project (SHP) as part of our Lewisham Vulnerable Adults Accommodation Service (LVAAS), delivering accommodation-based support across our properties in Brockley and New Cross. This is hands-on, day-to-day work alongside people experiencing homelessness and multiple disadvantage, where no two days are the same. You’ll build real relationships with clients, supporting them to stabilise, develop life skills and move towards greater independence, while navigating the challenges that can come with housing, health and wider support needs.

As a Project Worker, you’ll be at the centre of the service; working closely with colleagues and partner agencies to coordinate support that genuinely moves people forward. Alongside your client work, you’ll play a key role in keeping the service running safely and smoothly, from maintaining a secure, welcoming environment to staying on top of health and fire safety standards across the properties.

At SHP, this role is a starting point for growth. You’ll gain exposure to complex work, build confidence in your practice and be supported to develop your career in a way that works for you. If you’re looking for a role where you can make a tangible difference every day while growing your skills, you’ll find that here.

About you:

• You build trust quickly and genuinely, working alongside people experiencing homelessness and multiple disadvantage with warmth, consistency and clear boundaries
• You stay calm and practical in busy or challenging moments, able to balance competing demands without losing sight of what matters for clients
• You’re confident working in a property-based service, taking responsibility for creating a safe, well-run environment for both clients and colleagues
• You work well with others, whether that’s your immediate team or external partners, and know how to keep things moving forward
• You’re open to learning, reflective in your approach and motivated to grow your skills in a role that will stretch you

About us:

We’re London’s leading homelessness charity – and we get things done.

In a city where hundreds are forced into homelessness every day, our work has never been more needed or more challenging. And we’re not shying away. We’re rolling up our sleeves to make change and helping over 10,000 Londoners every year. We prevent homelessness, provide safe places to live and give people the opportunity to rebuild their lives and transform their futures. And we never give up. 

We’re here for Londoners wherever they are on their journey. We start with trust, building relationships that help people feel safe, supported, and ready to move forward. Every day, we put people first in everything we do, challenging injustice and barriers that keep people from the safety, stability and opportunity they deserve. We stand alongside people as they rebuild and shape a future that feels their own. 

Joining Single Homeless Project means joining a team that’s bold, compassionate and determined to do better for the people we support and for each other. You’ll work alongside colleagues with lived experience, in a space that’s trans-inclusive, disability-friendly, and actively striving to be anti-oppressive and equitable. 

We’re not perfect, but we’re real. We listen. We learn. And we push forward, together. Because this isn’t just a job. It’s a chance to lead with empathy, spark change, and help build a London where no one is left behind.

Important info:

Applications are reviewed and suitable candidates invited to interview online via Microsoft Teams as they are received. Therefore, please submit your application as soon as possible as we reserve the right to close the advert once a suitable candidate has been identified. 

A second stage interview will be arranged for suitable candidates in service in Lewisham. 

This post will require an Enhanced DBS check to be processed (by SHP) for the successful applicant.

Please note applications are reviewed for AI use in application questions. Applications with insufficient/without current right to work or requiring sponsorship will not be accepted for this role. 

Founded in 1860, Providence Row is a specialist homelessness charity working in East London and the City, deliberately operating at the most acute end of the homelessness spectrum.

The charity reaches around 1,200 individuals (annually) with the most deep-rooted needs; people whose interlinking mental and physical health, and trauma and substance use challenges mean they often struggle to access mainstream support. Providence Row provides a wide range of Crisis and Progression services including showers, meals, advice & support, health and wellbeing services, drug and alcohol harm reduction, psychotherapy, a hospital discharge service, and learning, training and work-readiness programmes, amongst others. In 2025/26, we supported 1,270 people through 36,313 tailored interventions. 

About this role

We have some ambitious income targets over the next few years to help deliver our bold plans in support of our increasing numbers of complex and vulnerable clients. 

If you have experience of delivering against an annual fundraising target of up to, or exceeding, £150k and want to help more people experiencing homelessness to have access to vital, and, often life-changing, services like our award-winning physical and mental health programmes, then we can’t wait to hear from you so you can tell us more about how you meet the criteria detailed in the Job Description and Person Specification, enclosed with this Job Ad.

There are many opportunities for the right candidate to develop in the role while working independently and as part of a committed team by using your excellent creativity, written, verbal and persuasion skills to secure and steward partnerships with existing and new supporters, alongside the Head of Philanthropy, and wider fundraising team.

We are keen to receive applications from people with a minimum of 3 years’ experience in fundraising and partnership development and who want to take their skills to the next level by helping further grow our Trusts and Foundations partnerships, as well as those with other similar supporters including Livery Companies, so we can continue responding to the needs of our clients and the evolving homelessness emergency.

If the above sounds like a good fit for you and you felt motivated and excited to join our small, fun, dedicated and impactful Fundraising and Marketing Team, then we would love to hear from you.

Research shows some people, especially women and marginalised groups, may hesitate to apply unless they match all the criteria. However, we want to assure everyone that we encourage applications from all individuals, regardless of whether they fulfil every point in the job description. Your unique perspective matters to us – please apply with confidence.

Benefits

• 27 days holiday plus bank holidays
• Pension scheme
• Cycle to work scheme
• Season ticket loan
• Employee assistance programme
• Access to shopping discounts
• Learning & development opportunities

To apply

Please upload your CV with a covering letter, detailing how you meet the job specification by Friday 21 Aug 2026 at 23:30.

Interviews
Please note that we may interview on a rolling basis and therefore encourage early applications.

Providence Row is a charitable company limited by guarantee registered in England and Wales; company number 07452798 registered charity number 1140192.

Lead a pod in our long-running Floating Support service: hold the relationships, develop placement students, and stay close to the work.

At Likewise, the core of what we do is build meaningful one-to-one relationships with people who are finding life difficult, and use those relationships to help people feel supported and make change.

We're recruiting a Pod Leader to join our Floating Support team. As a Pod Leader, you are the person who holds that relationship with every client in your pod. You know them, stay alongside them over the long term, and are accountable for their support, even though many of the visits are carried out by the placement students you lead. You're the person who stays, while others come and go around the work.

You also play a big part in developing your students. Most arrive with no experience of this kind of work, and a lot of what makes a pod work well is the way you help them learn to do it.

Floating Support has been running for over twenty years. It's long-term, flexible support for adults in Camden, in sessions of around two hours, wherever works for the person. We reopened referrals in 2024, and the service is growing, which is part of why this role matters.

Likewise is a community-centred mental health and wellbeing charity based in Camden. We believe that people thrive when they have access to meaningful relationships, supportive communities and opportunities to contribute. We're also committed to building a different kind of organisation, one that values trust, learning, autonomy and shared responsibility.

You don't need a specific qualification to apply, and we welcome people from a range of backgrounds. But this is not an entry-level role. We need people with a good amount of work experience behind them, including some real experience of support work, whether paid or through volunteering. We're more interested in how you are with people, how you think and how you work than in your CV on paper.

If that sounds like you, we'd love to hear from you. 

Early applications are encouraged - we may conduct interviews as suitable candidates apply and we're ready to hire if we find the right person before the job ad closes.

We're looking for people who genuinely want to make a difference. You don't need to have worked in money advice before. If you're an excellent communicator, a natural problem solver and enjoy working with people, we'll provide the training and support you need to succeed. This role is about much more than providing advice. It's about building trusted relationships with people who may be experiencing financial hardship, poor mental or physical health, trauma, disability, homelessness, digital exclusion or other barriers that make accessing traditional services difficult. If you're compassionate, resilient, organised and committed to helping people rebuild their confidence and financial stability, we'd love to hear from you.

Job Purpose:

The Client Liaison Officers are the first point of contact for individuals referred into the Crisis & Resilience Service and play a vital role in ensuring people receive timely, compassionate and person-centred support. Acting as the gateway into the service, you will build trusted relationships from the very first contact, undertaking holistic assessments to understand not only an individual's financial situation but the wider circumstances affecting their wellbeing and resilience.

You will respond quickly to people experiencing financial hardship or crisis, helping to stabilise their immediate situation through income maximisation, welfare benefits advice, crisis planning and practical support. Working closely with partner organisations, you will ensure every client is connected to the right support at the right time through a coordinated 'no wrong door' approach. You will maintain regular contact with clients throughout their journey, preventing disengagement and ensuring individuals feel supported whilst awaiting ongoing casework. Through empathy, knowledge and flexibility you will remove barriers to engagement, helping clients prepare for specialist advice and supporting them to build the confidence and skills needed for long-term financial resilience.

The role combines triage, welfare benefits advice, crisis intervention, client engagement and case coordination to provide an accessible, responsive and trauma-informed service for some of the most vulnerable people in the community.

Main Duties and Responsibilities

Client Engagement and Triage

· Act as the first point of contact for all referrals into the Crisis & Resilience Service.

· Contact new referrals promptly, normally within one working day wherever possible.

· Build positive, trusting relationships from the first interaction.

· Complete holistic needs assessments to understand each client's circumstances, priorities and support needs.

· Identify risks relating to homelessness, utility disconnection, enforcement action, safeguarding and financial crisis.

· Assess barriers to engagement including poor mental health, disability, trauma, digital exclusion, literacy, caring responsibilities and rural isolation.

· Undertake and maintain appropriate risk assessments, including those relating to lone working, to support and safeguard the health, safety and wellbeing of clients and staff.

· Agree preferred communication methods with each client and tailor support accordingly.

Crisis Intervention

Provide immediate practical support to help stabilise clients experiencing financial hardship by:

· Maximising household income through welfare benefits advice and applications.

· Supporting Crisis Fund applications where appropriate.

· Completing benefit entitlement calculations.

· Assisting clients to gather supporting evidence.

· Developing emergency budgets.

· Identifying priority debts.

· Negotiating with priority creditors where appropriate.

· Supporting Breathing Space applications.

· Protecting essential services including fuel and housing.

· Arranging emergency support including food, fuel and other crisis assistance where available.

Aim to stabilise urgent situations within three working days wherever possible.

Welfare Benefits Advice

· Provide high-quality welfare benefits information and advice.

· Complete benefit entitlement checks.

· Support new claims and changes of circumstances.

· Assist clients with mandatory reconsiderations and appeals where appropriate.

· Identify opportunities to maximise household income.

· Keep knowledge of welfare benefits legislation up to date.

Client Journey and Case Coordination

· Allocate clients to the most appropriate adviser based on complexity and need.

· Maintain oversight of client journeys.

· Ensure no client disengages or is lost within the system.

· Maintain regular contact with clients awaiting specialist advice.

· Support clients to engage with "Get Advice Ready" sessions to help clients prepare documentation and understand the advice process.

· Make warm referrals to partner organisations with client consent.

· Support seamless transitions between crisis intervention and longer-term casework.

Outreach and Accessibility

· Deliver support flexibly through telephone, video, secure digital communication, outreach venues and home visits where appropriate.

· Remove barriers preventing individuals from accessing advice.

· Adapt communication styles to meet individual needs.

· Promote financial education opportunities and encourage participation where appropriate.

Partnership Working

· Develop positive working relationships with partner organisations.

· Liaise with statutory agencies including housing, adult social care, DWP and health services.

· Attend multi-agency meetings where appropriate.

· Promote the "No Wrong Door" approach to service delivery.

Systems, Recording and Compliance

· Maintain accurate and timely case records using AdvicePro.

· Complete all monitoring requirements.

· Record outcomes, interventions and client progress.

· Maintain GDPR compliance.

· Use digital systems including client portals, Open Banking and automated workflows where appropriate.

· Ensure safeguarding concerns are recorded and escalated immediately.

Continuous Improvement

· Participate in supervision and reflective practice.

· Contribute ideas for improving systems and processes.

· Support service evaluation through client feedback and case studies.

· Keep professional knowledge up to date through continuous professional development.

About Working Well Trust 

Working Well Trust is a mental health and employment charity in London. All of our projects share the aim of improving the lives of people with mental health support needs, learning disabilities and/or complex issues through training and employment. 

We are recruiting for a new Service Manager role to support Upskill, Employment Hub and Kingston Supported Employment services​​. This is a full-time, permanent role working 35 hours per week; we will consider applications for 28 hours/4 days.

What you’ll be doing 

You will provide collaborative and motivational leadership, ensuring our services deliver agreed outcomes while maintaining a client-led approach.

Your responsibilities will include:

• Overseeing day-to-day operations and resolving issues as they arise.
• Leading service planning, implementation and delivery in line with contractual requirements.
• Building relationships with health, employment, community and funding partners.
• Monitoring contractual outcomes, delivery timescales, quality standards and key performance indicators.
• Representing Working Well Trust at contract performance meetings.
• Supporting Team Leads to develop performance and quality improvement plans.
• Using audits, reviews and client feedback to improve service quality.
• Working with the Finance Manager and budget holders to support effective budget management.
• Ensuring accurate data collection and completion of contract monitoring reports.
• Supporting staff wellbeing, occupational health cases, reasonable adjustments and effective attendance management.
• Providing senior management cover and supporting safeguarding and risk escalation.
• Recruiting, supervising and developing Team Leads alongside the HR Advisor.
• Promoting consistent induction, supervision, appraisal, training and continuous learning.
• Working with senior colleagues on organisational strategy, business planning, co-production and cross-service improvements.

What you’ll need 

We are looking for someone who can demonstrate:

• Experience managing employment support, community or comparable services.
• Strong leadership and people management skills.
• Experience monitoring contracts, performance, quality and service outcomes.
• Confidence working with funders, partners and senior stakeholders.
• The ability to analyse data and use it to improve services.
• Sound judgement when managing wellbeing, performance, safeguarding and operational risk.
• A collaborative, organised and client-focused approach.
• Commitment to Working Well Trust’s values, policies and procedures.

What we offer 

• 30 days annual leave plus public holidays (FTE) 

• Paid company closed days at the end of the year (FTE) 

• Flexible, paid Wellbeing Hour every fortnight (FTE) 

• 6% employer pension contribution 

Working Well Trust is an equal opportunities employer and Confident about Disabilities. 

What’s next 

Before you apply, please note the following: 

• We actively recruit and carefully review all applications. Due to rapid service expansion, we have onboarded 20 external hires in the last six months. 

• To ensure we can best support the people and communities we serve, we progress applications only where candidates provide meaningful answers to the screening questions. 

• Career development is real here: in the past year, 10 colleagues have progressed internally into Senior roles, Project Lead, Team Lead, and Operations Manager positions. We value ambition and celebrate progression. 

If you are ready to help us build a service that supports people into meaningful work, click Apply to submit your CV and answer the screening questions. Telephone and final interviews will be confirmed. 

Start your application today and take the next step in a rewarding career. 

You will lead the day-to-day operation of the Resource Centre, creating a safe and supportive environment that functions as a community hub where people affected by homelessness can access support, build connections, develop skills and improve wellbeing. You will develop activities, workshops and peer-led opportunities that encourage engagement, independence and progression, while fostering strong relationships with local partners and the wider community.

Alongside leading and developing the Resource Centre, you will manage a caseload of clients affected by homelessness, providing practical and emotional support, undertaking assessments, agreeing support plans and helping individuals access accommodation, healthcare, benefits and other relevant services.

The Senior Programme Manager will be responsible for  managing  FFRP, a London wide programme that supports families on low income to access good quality, free and independent advice, in order to prevent or alleviate financial hardship. The ideal candidate will be an experienced project manager, confident in relationship management and in evaluation and monitoring, with a strong understanding of the free legal advice sector in London. 

Are you looking for a fulfilling role where you can make a real difference? 

We have an exciting opportunity at our London Battersea centre to support the day-to-day operations of our client services team.

Thrive is a national charity that uses gardening to change lives. We’re looking for a

Client Services Coordinator (Client Gardeners) who will provide office and operational

support to our delivery team.

Working as a key part of the team at Thrive in London, the Client Services Coordinator

will provide administrative support  and be responsible for the client gardener referral

functions at the centre. The successful candidate will have administrative and

organisational skills and up to date IT knowledge.

Appointment to this post will be subject to a satisfactory Disclosure and Barring

Service check. Thrive complies fully with the DBS Code of Practice. Having a criminal

record will not necessarily prevent an individual from working for Thrive.

conversation about the role, please email recruitment in

Help create a place where people feel welcome.

At Likewise, we believe that places matter.

Every day our Community Hub is used by clients, community members, volunteers, students, partners and staff. People come here for support, community activities, therapy, learning, work, a cup of tea or simply to spend time with others. The way the Hub feels and functions has a real impact on people's experience. 

We're looking for someone to take ownership of the spaces, systems and practical coordination that help everything work well.

This role combines facilities, operations, coordination and community in a way that's quite unusual. You'll look after the day-to-day running of our building, support the wider organisation, coordinate room hire, oversee health and safety, improve systems and help create an environment where people feel welcome and colleagues have what they need to do their best work.

You'll probably enjoy this role if you like creating order, improving how things work and taking ownership. You're someone who notices what needs attention, whether that's a space, a process or a practical problem, and enjoys sorting it out. You get satisfaction from helping things run well and from creating places where people enjoy being.

Likewise is a community-centred mental health charity based in Camden. We believe people thrive through meaningful relationships, supportive communities and opportunities to contribute. We're also trying to build a different kind of organisation—one that values trust, autonomy, learning and shared responsibility. People here are encouraged to think for themselves, contribute ideas and take ownership of their work. 

This role would suit someone with experience of coordinating an office, community space, workplace or similar environment who enjoys balancing practical organisation with working alongside people. If that sounds like you, we'd love to hear from you.

We're looking for an experienced money advice professional who is passionate about making a real difference to people's lives. You will have a minimum of two years' experience delivering money and debt advice, with the ability to support, motivate and develop others. Whether you're an experienced Team Leader or ready to take the next step in your career, you'll be committed to delivering high quality, person-centred services and achieving the best outcomes for clients. This role is about more than managing performance. It's about leading by example, supporting people experiencing financial hardship, poor mental or physical health, trauma, disability, homelessness or digital exclusion, and helping your team deliver flexible, relationship-based support. We're looking for someone who is compassionate, resilient, organised and solution-focused, with excellent communication skills and a collaborative leadership style, committed to continuous improvement and helping people build long-term financial resilience. 

This role forms part of the Exeter Crisis & Resilience Fund partnership, delivered by Navigate, Churches Housing Action Team (CHAT) and Encompass Southwest – the collaboration is known as Wis£rmoney. Together, we provide a seamless service that supports residents from immediate financial crisis through to long-term resilience. Our partnership combines specialist money and debt advice, welfare benefits advice, housing support, homelessness prevention, trauma-informed practice and financial education to provide holistic support for people experiencing financial hardship. Rather than asking people to navigate multiple services, we work together to ensure they receive the right support at the right time, through a coordinated 'No Wrong Door' approach. 

The Crisis & Resilience Fund Team Leader will lead the delivery of the Exeter Crisis & Resilience Service, providing operational leadership to a multidisciplinary team delivering high-quality, person-centred support to residents experiencing financial hardship, crisis and multiple disadvantage. The postholder will line manage Navigate's Client Liaison Officers and the Money Advice Caseworkers employed by partners Churches Housing Action Team (CHAT) and Encompass Southwest to ensure a seamless, coordinated service that supports individuals from immediate financial crisis through to long term resilience. As Navigate's operational lead for the contract, the Team Leader will foster strong partnership working, maintain effective communication across organisations and ensure clients experience a consistent 'No Wrong Door' approach. Alongside leadership responsibilities, the postholder will manage a small caseload of complex clients, delivering FCA-regulated debt advice, welfare benefits advice, advocacy and holistic financial resilience support. They will provide guidance and oversight for complex casework, ensuring clients receive timely, flexible interventions tailored to their individual circumstances.

The Team Leader will champion Wis£rmoney’s relationship-based, trauma-informed approach, recognising that financial hardship rarely exists in isolation. By supporting staff to build trusted relationships with clients, remove barriers to engagement and address the wider issues affecting financial wellbeing, the role will help residents achieve sustainable financial stability, independence and resilience. The postholder will also be responsible for ensuring the service meets all contractual, regulatory and quality requirements, monitoring performance, driving continuous improvement and embedding innovative ways of working that enhance client outcomes while maintaining the personalised support that is central to the service model.

Key Responsibilities

Leadership and Service Management

• Lead Wis£rmoney's delivery of the Exeter Crisis & Resilience Fund service, ensuring a high-quality, person-centred service that reflects the partnership's shared values and objectives.
• Line manage and support Client Liaison Officers (2) and Money Advice Caseworkers (2), providing regular supervision, reflective practice, coaching and annual appraisals.
• Promote a positive, supportive team culture that prioritises staff wellbeing, continuous learning and high-quality client outcomes.
• Provide guidance and support on complex casework, safeguarding concerns and risk management.
• Lead by example, demonstrating relationship-based, trauma-informed approach to supporting people experiencing financial hardship.

Specialist Casework

• Manage a small caseload of clients with complex financial circumstances requiring specialist intervention.
• Deliver FCA-regulated debt advice, welfare benefits advice, budgeting support, income maximisation and advocacy.
• Develop personalised support plans that address both immediate financial crisis and longer-term resilience.
• Negotiate with creditors, landlords, utility providers and statutory agencies to achieve the best possible outcomes for clients.
• Support clients to access appropriate debt solutions, including Debt Relief Orders and bankruptcy where appropriate. 

Quality Assurance and Compliance

• Ensure all advice delivered by Wis£rmoney meets FCA requirements, Advice Quality Standard expectations and organisational policies.
• Carry out regular case reviews, file audits and quality assurance checks to maintain consistently high standards.
• Ensure accurate and timely recording of casework using AdvicePro and associated digital systems.
• Promote excellent information governance, GDPR compliance and safeguarding practice throughout the service.
• Support preparation for contract monitoring, audits and quality inspections.

Partnership Working

• Act as Navigate's operational lead within the Exeter Crisis & Resilience Fund partnership.
• Work collaboratively with Churches Housing Action Team, Encompass Southwest, Exeter City Council and other partner organisations to deliver a coordinated 'No Wrong Door' service.
• Build strong relationships with local agencies to improve referral pathways and client outcomes.
• Represent Wis£rmoney at partnership meetings, operational groups and multi-agency forums.
• Support collaborative problem-solving and contribute to the ongoing development of the partnership.

Service Delivery and Performance

• Ensure timely allocation of referrals according to client need, complexity and risk.
• Maintain oversight of client journeys, ensuring seamless transitions from crisis intervention to longer term resilience support.
• Monitor performance against contractual targets, quality standards and key performance indicators.
• Contribute to contract monitoring reports and evaluation, ensuring outcomes and impact are accurately recorded.
• Identify emerging trends, unmet need and opportunities to improve service delivery.

Outreach, Innovation and Continuous Improvement

• Promote innovative approaches that improve accessibility, efficiency and client outcomes while maintaining personalised support.
• Support the implementation of new systems, digital technologies and service improvements across the partnership.
• Encourage reflective practice and continuous improvement, identifying opportunities to strengthen processes and remove barriers for clients.
• Keep up to date with changes in legislation, regulation and best practice relating to money advice, welfare benefits and financial inclusion.

Safeguarding and Risk Management

• Ensure safeguarding policies and procedures are fully implemented across the service.
• Provide advice and escalation support for safeguarding concerns and high-risk cases.
• Promote safe working practices for staff delivering home visits, outreach and community-based support.
• Foster a culture where safeguarding, professional curiosity and client wellbeing underpin every aspect of service delivery.

We are looking for someone who genuinely wants to make a difference, previous money advice experience is not essential - we will provide the training and supported required.  If you are a natural problem solver, an excellent communicator, and someone who enjoys helping people overcome personal challenges - this could be the role for you!

The Outreach Money Advice Caseworker will provide specialist money and debt advice to people experiencing financial hardship, with a particular focus on preventing homelessness, sustaining tenancies and supporting residents to achieve long-term financial stability. Working as part of the Exeter Crisis & Resilience Fund partnership, you will manage a caseload of clients experiencing complex financial circumstances, providing FCA-regulated debt advice, welfare benefits advice, budgeting support, advocacy and practical assistance. Recognising that financial hardship rarely exists in isolation, you will work closely with housing providers, landlords, Exeter City Council and partner organisations to address the wider issues affecting people's financial wellbeing.

Using a relationship-based, person-centred approach, you will deliver outreach across Exeter through home visits, community venues and flexible methods of communication, ensuring vulnerable residents can access the support they need.

Main Duties and Responsibilities

1. Specialist Money Advice and Casework

• Deliver person-centred money advice and holistic support to individuals and families experiencing financial hardship, housing insecurity and complex needs.
• Manage a caseload of clients, providing tailored interventions including budgeting, debt advice, income maximisation, welfare benefits advice and financial capability support.
• Provide FCA-regulated debt advice, including Debt Relief Orders and other debt solutions where appropriately trained, or refer clients to specialist services where required.
• Support clients experiencing fuel poverty through tariff advice, supplier negotiation and practical interventions.
• Develop personalised support plans that address both immediate financial difficulties and longer term financial resilience.
• Advocate on behalf of clients with creditors, landlords, utility providers, housing services and statutory agencies to achieve the best possible outcomes.

2. Housing and Homelessness Prevention

• Work proactively with clients to sustain tenancies and reduce the risk of homelessness.
• Liaise with landlords, housing associations, Exeter City Council Housing Options and other housing providers to resolve tenancy-related issues.
• Support clients living in temporary accommodation or experiencing housing insecurity.
• Assist clients to access housing-related benefits, CRF Housing Payments and other financial support.
• identify housing risks early and implement practical interventions to prevent crisis wherever possible.

3. Outreach, Engagement and Financial Resilience

• Deliver outreach across Exeter through home visits, community venues and other trusted locations to engage people who may struggle to access traditional advice services.
• Build trusted, professional relationships with clients, adapting communication and support to meet individual needs.
• Support the delivery of financial education sessions, including Navigate the Money Maze and other financial capability initiatives.
• Help clients develop the knowledge, confidence and practical skills needed to manage their finances independently and reduce future reliance on crisis support.

4. Partnership Working

• Work collaboratively with Navigate, Churches Housing Action Team, Exeter City Council and other partner organisations to deliver a coordinated 'No Wrong Door' service.
• Maintain effective referral pathways and ensure clients receive seamless transitions between crisis intervention and longer-term support.
• Attend partnership meetings, case discussions and multi-agency forums where appropriate.
• Signpost and make warm referrals to specialist services to address wider health, housing, employment and wellbeing needs.

5. Systems, Recording and Compliance

• Maintain accurate, timely and high-quality case records using the partnership's case management system - Advicepro.
• Use digital systems and organisational tools effectively, including secure client portals and AI supported technologies where appropriate.
• Ensure all work complies with FCA requirements, safeguarding procedures, GDPR and organisational policies.
• Maintain appropriate professional boundaries and ensure confidentiality at all times.

6. Monitoring, Quality and Outcomes

• Record outcomes and client progress accurately to support contract monitoring and service evaluation.
• Contribute to client feedback, case studies and continuous improvement activities.
• Work towards agreed performance targets while maintaining high standards of client care and professional practice.

7. Professional Practice

• Deliver services in line with person-centred, relationship-based and trauma-informed principles.
• Participate in supervision, reflective practice, team meetings and ongoing professional development.
• Keep knowledge of money advice, welfare benefits, housing and homelessness legislation up to date.
• Promote equality, diversity and inclusion, ensuring every client is treated with dignity, respect and compassion.

General Duties

• Develop and maintain positive working relationships with partner organisations, referral agencies and community stakeholders, promoting collaborative working across the Wis£rmoney partnership.
• Support service improvement by gathering client feedback and identifying opportunities to improve service delivery.
• Work in accordance with organisational policies, procedures and professional standards at all times.
• Contribute positively to team meetings, partnership working and organisational learning.
• Support managers in responding to enquiries, complaints and compliments in a timely and professional manner.
• Undertake any other duties appropriate to the role and participate fully in training and continuous professional development.

ABOUT US
The Launchpad Collective (TLC) is a charity supporting refugee job seekers to become work ready and connect with inclusive employers. We are values-led, steered by lived experience, and committed to equity and empowerment.
We particularly welcome applications from people with lived experience of seeking sanctuary in the UK. 

ROLE PURPOSE
You'll be the main point of contact for clients throughout their Tailored Support journey. This involves making sure they feel part of the TLC family, understand each stage of their support, and always know who to turn to with a problem. Additionally,
you’ll be growing and developing TLC's Tailored Support department. Lived experience of the challenges clients face is central to the role, helping you offer the understanding and encouragement clients need to keep going through setbacks.

About Picker
Picker is an Oxford-based charity with an international reputation for measuring and improving patient experience. Our mission is to make person-centred health and social care a reality for everyone. We work with NHS organisations, government bodies, charities and healthcare providers in the UK and internationally.

About the role
The Research Associate will support the design, development and management of large-scale quantitative survey projects, ensuring high-quality outputs that meet client and stakeholder needs.

Working within our Survey Coordination Centre, you will help deliver some of the largest healthcare surveys in the world, supporting survey design, project management, data handling, analysis and reporting. You will work closely with clients and stakeholders, manage complex datasets, contribute to proposal writing, and help communicate research findings to a range of audiences.

Skills and experience

We are looking for someone with:

• Experience of quantitative research, including questionnaire design, survey methods, data handling and reporting.
• Strong project management skills and the ability to manage multiple priorities and deadlines.
• Excellent analytical and numerical skills, with the ability to interpret and communicate complex findings clearly.
• Strong written communication skills and attention to detail.
• Experience of building effective relationships with clients, stakeholders and colleagues.
• A degree (or equivalent experience) in a relevant discipline.

Knowledge of statistical software such as SPSS, Stata, R or SAS and an interest in healthcare research would be advantageous.

If you're passionate about using research to improve health and care services and want to work on high-profile national survey programmes, we'd love to hear from you.