Client support advisor jobs in birmingham

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.

Job Description

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.

Responsible to: Chief Executive Officer

Immediate reports: Welfare Benefits Team Lead, Training Lead, Supervision Lead, Debt

Caseworkers, Energy Advisor.

Hours: Full time – 36 hours (there is some flexibility for the right candidate)

Salary: £26,994 – £28,922 dependent on experience

Main Purpose of Job

• To be responsible for the delivery of all aspects of our advice services via telephone, email/web, in person and at outreach venues.

• To line manage team leads, debt caseworkers and the energy adviser and support them in achieving high standards of accessible advice services.

• To oversee the use of our volunteer adviser resources to cover each of our advice channels in the most effective way.

• To liaise with the training lead to ensure we have sufficient, well trained volunteer advice resources to deliver our service.

• To ensure cover for Advice Session Supervisors when needed

• To provide training, guidance and support on client records, telephone channel and quality standards

• To design and implement improvements to our advice processes based on best practice, leading and gaining buy-in from team members as necessary.

• To be overall responsible for the quality of our advice in line with our Quality of Advice framework and IFR’s to drive the organisation towards excellence in quality.

• To be responsible for ensuring Debt technical supervision is in place and carry out continuous professional development activities and duties within the organisation.

• In maintaining quality, you will need to inspire and motivate your team and provide focussed individual support where necessary to achieve internal and external quality and KPI standards

• To drive a culture of continuous workforce development where a rigorous but supportive approach is adopted

• You will identify the best quality tools and execute investigations/analysis to improve workforce competency and quality across the organisation, and support our brand reputation

• Monitor and track performance progress of the service and of individuals against targets, achievement of deadlines and support staff as appropriate

• To undertake regular team meetings in line with the organisation’s quality expectations

• To undertake regular formal supervisions and review meetings

• Create a positive working environment in which equality and diversity are well managed, dignity at work is upheld and staff can do their best

• Encourage good teamwork and lines of communication between all staff and volunteers

• Ensure the core contracts are appropriately staffed at all times to achieve the expected standards and targets.

Research and Campaigns

• To ensure the advice team contribute to the development of social policy in line with our business plan

• To assist with social policy work as required by the organisation

Management duties

• You will be accountable and responsible for delivering the service delivery related objectives and outcomes from the organisation’s Business Plan and service-related KPIs.

• Prepare and issue reports as required for the CEO, funders and partners, attending meetings as required to present findings and recommendations 

Learning and professional development  

Keep up to date with legislation relevant to the role, trends, ideas and thinking

• Attend and actively participate in regular support and supervision sessions and appraisals with the Chief Executive Officer

• Identify own learning and development needs and plan to meet them.

Administration  

Ensure that detailed records for the purposes of information retrieval, statistical monitoring and report preparation are maintained and developed

• Produce comprehensive, analytical and developmental oral and written reports on the work of the service as required.

Other Duties and Responsibilities

• Undertake advice work as required, including supporting contracts and projects outside of the generalist service.

• Support with the efficient and effective use of Casebook, gathering, storing and analysing data and contributing to the reporting processes for services, projects and contracts.

• Keep up to date with Citizens Advice aims, policies and procedures and ensure these are followed.

• Ensure that work reflects and supports the Citizens Advice service's equity, diversity and inclusion strategy.

• Develop and maintain effective admin systems and records relevant to the role.

• Act as key holder and open or close the building when necessary.

• Attend regular internal and external meetings relevant to the role and to services at outreach locations.

• Work cooperatively with colleagues and encourage good teamwork, clear lines of communication and common practices within the team.

• Abide by health and safety guidelines and share responsibility for own health and safety and that of colleagues; taking particular account of this at outreach and shared locations.

• Identify own learning and development needs and take steps to address these.

• Carry out any other tasks within the scope of the post to ensure the effective delivery and development of the service.

• Ensure all data protection and GDPR requirements are adhered to in all work for which the post is responsible.

• Demonstrate commitment to the aims and policies of the Citizens Advice service

• Encourage staff to understand the importance of our Equality, Diversity and Inclusion strategy, implement the strategy, and act as a role model for EDI, including challenging any inappropriate comments or attitudes.

• Attend relevant internal and external meetings as agreed with your line manager.

• Take personal responsibility for your own actions and for sorting out issues or problems that arise.

• Review and make recommendations for improvements to the service.

• Comply with all Citizens Advice information assurance guidelines.

• Work cooperatively with colleagues and encourage good teamwork, clear lines of communication and common practices within the team.

• As directed by the CEO, carry out other duties within the scope of the post to ensure the effective delivery of the service

In addition you must be prepared to train up to do the following:

Debt Advice giving

• Interview clients using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to set their own priorities.

• Use appropriate resources to find, interpret and communicate the relevant information to clients.

• Research and explore options and implications so that clients can make informed decisions.

• Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning.

• Negotiate with third parties such as statutory and non-statutory bodies as appropriate.

• Ensure that all work conforms to the organisation’s office manual and the Advice Quality standard / other funding requirements, as appropriate.

• Ensure that work reflects and supports the Citizens Advice service’s equality and diversity strategy.

• Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.

• Take ownership for monitoring own workload e.g. proactively reviewing progress on current cases, outcome of completed cases and quality control.

• Be a DRO approved intermediary.

World Jewish Relief launched the Specialist Training and Employment Programme (STEP) for refugees in 2016 and today we are the largest provider of specialist employment support to people who have experienced forced migration in the UK. 

STEP aims to support refugees and others who have experienced forced migration to overcome the complex barriers they face in preparing for, and ultimately finding, work in the UK. We work with individuals, regardless of their background or proximity to the labour market, helping them develop the skills and access the opportunities they need to secure sustainable and meaningful employment.

We deliver STEP through both online and in-person programmes across the UK. Our work includes targeted support for women refugees, Afghan nationals, Ukrainians, and people who have come through the asylum system.

Our flagship in-person programme is delivered in partnership with a network of expert local delivery partners — including local authorities and NGOs — to ensure high-quality, community-based support.

We now have an exciting opportunity for a Programme Officer, who will be central to the smooth delivery and coordination of the STEP In-Person Programme. You will work closely with a network of expert partners, including local authorities and NGOs, to ensure high-quality, accessible support is delivered within communities.

You will be responsible for a range of programme and partnership management tasks, including oversight of grant payments, data and impact reporting, delivery partner support, and internal training and induction. You will also contribute to the design and delivery of specialist strands of STEP, including our pilot programme for people seeking asylum and our Experts by Experience Board. You will work closely with the STEP Programme Manager to implement the programme’s current delivery and help shape its future direction into 2025 and beyond.

About you

We are looking for candidates who have:

• Experience of working in a programme delivery or coordination role, particularly supporting refugees or other marginalised groups into employment
• Experience supporting or managing external partnerships or stakeholders
• Experience organising, planning and facilitating training and workshops
• Excellent administrative and organisational skills
• Strong Excel and data handling skills and confidence using Microsoft Office and CRM databases
• High level of accuracy and attention to detail
• Ability to communicate clearly and professionally, both verbally and in writing
• Ability to build effective working relationships with a range of stakeholders
• Willingness to travel within the UK for partner meetings and events

​Benefits

We offer a range of benefits including:

• 23 days holiday pro rata plus bank holidays and Jewish holidays.
• Pension scheme – we contribute 5% to the World Jewish Relief pension scheme.
• Life Insurance – up to 3 times salary to nominated beneficiaries.
• Health Cash Plan – cash back to cover the costs of dental treatment, optical care, specialist consultations and a range of complementary therapies.
• Enhanced maternity & paternity pay.
• Employee Assistance Programme – free, confidential advice or support with any personal or work. related concerns or free counselling if needed.
• On Friday the office closes at 3pm.
• We encourage flexible working and offer a range of flexible working options

Equality, Diversity and Inclusion

World Jewish Relief values equity, diversity and inclusion in our workplace and we encourage applications from candidates of all ethnicities, socio-economic backgrounds, genders, sex, sexual orientations, ages, disability, faiths (or non), marital status (or non), that meet the criteria set out for this role.

We are striving to build a team reflective of the communities we work with. People with experience of forced migration are experts by experience and are particularly encouraged to apply for this position. If you have first-hand experience of forced migration, please let us know in your application. Additionally, we encourage you to apply even if you do not meet all the requirements that are listed within the person specification.

We respect that people’s identity is not defined by their past experiences and do not expect candidates to describe their lived experience during the interview process unless they wish to do so.

You don’t need to be Jewish to work for us, but you must be committed to our faith-based values of Justice, Kindness, Repairing the World and Welcoming the Stranger. We are inspired by these values to work beyond our community, recognising the dignity and potential of all people.

To apply

Please upload your CV and a cover letter which outlines why this role appeals to you and how you meet the criteria in the person specification. Please refer to the person specification which shows which criteria will be assessed in your CV and cover letter.

Interviews will be held remotely week commencing 29th September 2025.