Debt advisor jobs

About the Role
Medical Aid for Palestinians (MAP) works for the health and dignity of Palestinians living under occupation and as refugees. MAP is the leading UK charity delivering health and medical care to those worst affected by conflict, occupation, and displacement, in the occupied Palestinian territory and Lebanon.

In your role as a senior hands-on engineer and strategic advisor, you will play a pivotal part in shaping and advancing MAP’s cloud-first infrastructure strategy, with particular emphasis on Microsoft Azure and the organisation’s existing in-house hosted systems. You will act as a trusted expert and final escalation point for complex technical challenges, offering high-level support and strategic oversight across a range of infrastructure projects. A key part of your responsibility will be to empower the Technology Operations team to deliver secure, compliant, and mission-critical services that support MAP’s global workforce. In doing so, you will champion innovation, foster a culture of automation and continuous improvement, and ensure all initiatives are closely aligned with cybersecurity standards, data protection requirements, and broader operational best practices.

About You
The ideal candidate will have a strong problem-solving and diagnostic skills; able to work under pressure in high-stakes environments. Relevant Microsoft certifications (e.g., AZ-104, AZ-305, AZ-700).  Familiarity with ITIL, ISO27001, and service management practices. Experience working within NGOs, humanitarian aid, or international development sectors.
Experience supporting distributed teams across low-bandwidth or high-risk regions. SQL Knowledge and management. 

KEY RESPONSIBILITIES

Infrastructure Strategy & Modernisation

• Define and deliver MAP’s roadmap for scalable, cloud-first infrastructure with a focus on Microsoft Azure and self-hosted platforms.

• Provide architectural leadership for new systems and services, ensuring compliance, resilience, and operational sustainability.

• Collaborate with vendors and integration partners to ensure solutions are cost-effective, supportable, and secure.

Azure and Cloud Engineering

• Administer and optimise Azure environments, including virtual networking, VMs, storage, Azure AD, and backups.

• Implement Infrastructure-as-Code (IaC) using Bicep, Terraform, or ARM templates.

• Integrate cloud services with on-premises systems securely and efficiently.

• Ensure compliance with cybersecurity policies, working closely with the Cyber Security Manager.

On-Prem & In-House Hosted Systems

• Lead design and implementation of self-hosted services such as secure file storage, internal applications, or custom integrations.

• Ensure solutions are patch-ready, disaster-resilient, and aligned to industry standards.

• Drive improvements in documentation, uptime, and performance monitoring.

Escalation Support & Mentorship

• Serve as a third-line escalation point for infrastructure-related issues.

• Support and mentor the IT Support Team (UK & Gaza), raising skill levels and encouraging self-sufficiency.

• Lead post-incident analysis, root cause identification, and continual service improvement.

Governance, Compliance & Documentation

• Ensure technical changes follow governance processes, including change control, testing, rollback, and peer review.

• Maintain infrastructure documentation, including network diagrams, inventories, configurations, and DR plans.

• Ensure systems comply with GDPR, ISO27001, and MAP’s internal data policies.

Innovation, Risk & Technical Stewardship

• Identify and address technical debt, single points of failure, and legacy risks.

• Proactively recommend solutions that enhance security, performance, and efficiency.

• Stay current with developments in cloud computing, cybersecurity, and humanitarian tech practices.

• Support budget and cost optimisation efforts related to infrastructure, licensing, and service design.

SKILLS, EXPERIENCE & ATTRIBUTES

Essential

• Strong problem-solving and diagnostic skills; able to work under pressure in high-stakes environments.

• Confident communicator with the ability to translate technical language for non-technical stakeholders.

• Proven mentor with a collaborative and empowering leadership style.

• Highly organised, with strong documentation and change control discipline.

• Deep alignment with humanitarian values and sensitivity to operating in conflict and resource-constrained settings.

Desirable

• Relevant Microsoft certifications (e.g., AZ-104, AZ-305, AZ-700).

• Familiarity with ITIL, ISO27001, and service management practices.

• Experience working within NGOs, humanitarian aid, or international development sectors.

• Experience supporting distributed teams across low-bandwidth or high-risk regions.

• SQL Knowledge and management

• Experience managing existing tech stack such as WatchGuard Firewalls, Ubiquiti networking equipment, Darktrace, Egress, SoSafe, virtual networking, Entra ID etc.

Personal Attributes

• Commitment to MAP’s mission and values.

• Willingness to travel internationally as required.

• Champions diversity, equity, and collaboration.

• Adaptable, resilient, and responsive.

Disclaimer

MAP reserves the right to close this advert before the confirmed closing date when we are in receipt of sufficient applications.     

 We would therefore advise interested applicants to apply as early as possible. Due to the high volume of applications, we receive, we are unable to respond to every application. If you have not heard from us within two weeks of the deadline, then you have not been successful in shortlisting

Prospectus is passionate about supporting organisations close to the frontline, and few organisations have greater impact on lives than this one. 

Personal debt and its consequences have an enormous effect on individuals and families alike. Our client works with partners to provide budgeting advice and support to try and alleviate these difficulties, working with service users to prepare detailed financial statements and explore ways of maximising income and reducing outgoings. Advisers in this organisation negotiate with creditors directly on behalf of clients; set up manageable and sustainable repayment arrangements and provide full casework services.
 
As a Specialist Debt Adviser you will hold a valid level 3 accredited qualification in Debt Advice (accredited through CMA, IMA, Wiser Adviser or similar) or alternatively Generalist Adviser certificate (Citizens Advice or similar), and Ideally a CertMAP.  You'll also have a thorough understanding of debt advice model with proven casework skills and experience of dealing with complex and challenging cases.  You will also have supervisory responsibilities which will cover training and development, monitoring from a compliance and quality perspective, and a strong coaching capability. 

You will have a minimum of 2 years of experience In providing comprehensive accredited debt advice.  Your experience in executing debt solutions such as (and not limited to) DMP, Bankruptcies, DRO, Breathing Space, Write Off, and undertaking income maximisation solutions such as charitable grants, issuing food and fuel vouchers, Uswitch checks and DHP and other benefit entitlement checks/referrals etc.

At a personal level you will also need to demonstrate resilience and the ability to, understand and empathise with clients from diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. You will also need to demonstrate a high standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information.

Due to the nature of this role, a DBS check would be run on successful candidates.  Please note this is a full -time role, Monday-Friday, 35 hours per week based on site 2 days per week.

If you are interested, please apply with just your CV in the first instance (in Microsoft Word format). We are reviewing CVs on an ongoing basis, so it is highly recommended to submit your application as soon as possible. 

As a specialist Recruitment Practice Prospectus is committed to building inclusive and diverse organisations, and welcome applications from all sections of the community. Prospectus invests in your journey as a candidate and are committed to supporting you in your application.

Prospectus is passionate about supporting organisations close to the frontline, and few organisations have greater impact on lives than this one. 

Personal debt and its consequences have an enormous effect on individuals and families alike. Our client works with partners to provide budgeting advice and support to try and alleviate these difficulties, working with service users to prepare detailed financial statements and explore ways of maximising income and reducing outgoings. Advisers in this organisation negotiate with creditors directly on behalf of clients; set up manageable and sustainable repayment arrangements and provide full casework services.
 
As a Trainee Debt Adviser you will be responsible for managing an ongoing debt caseload, whilst maintaining weekly client appointment targets. You will work closely with the other team members to meet funding and contractual targets, maintain quality standards and also maintain training and development targets.
 
You will provide comprehensive, full range of debt advice in line with Financial Conduct Authority and Debt Advice Quality Framework by using your interpersonal skills to explore, listen and understand complex problems as they affect each individual and tailor approach to advice accordingly.

The successful candidate will demonstrate a commitment understanding the debt advice model, developing  casework skills and build experience of dealing with complex and challenging cases in line with the provision of excellent in house training.

At a personal level you will also need to demonstrate resilience and the ability to, understand and empathise with clients from diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. You will also need to demonstrate a high standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information.

You will also be able to demonstrate at least six months experience of working with the public, and ideally in community/advice giving setting. Experience of gathering, providing and disseminating complex and sensitive information.

Due to the nature of this role, a DBS check would be run on successful candidates.  Please note this is a full -time role, Monday-Friday, 35 hours per week based on site 2 days per week.

If you are interested, please apply with just your CV in the first instance (in Microsoft Word format). We are reviewing CVs on an ongoing basis, so it is highly recommended to submit your application as soon as possible. 

As a specialist Recruitment Practice Prospectus is committed to building inclusive and diverse organisations, and welcome applications from all sections of the community. Prospectus invests in your journey as a candidate and are committed to supporting you in your application.

Debt Advisor/Caseworker

Supporting Leicester South Foodbank

Job Description

Responsible for:

Advising food bank clients and conducting assessments with people who are experiencing financial crisis or hardship and struggling to pay off debt. Required to provide advice through various service delivery points, including outreach locations.

Responsible to: Team leader, and Service Delivery Manager

Base Location: The LSFB Community Hub, Wigston, Leicestershire

Hours: 20 Hours per week

Term: Fixed Term until October 2026. This may be extended dependant on further funding opportunities

Salary:£13.50ph
Holidays: 25 days p.a. plus 8 days Bank Holidays pro-rated if the role is part time

Main Responsibilities

● Uphold the aims and principles of the Helping Hands Community Trust and the Leicester South Foodbank.

● Work within the service’s ethos and values, especially regarding equality and discrimination.

● Work within health and safety guidelines, sharing responsibility for own health and safety and that of colleagues.

● Keep up to date with legislation, policies and procedures and undertake appropriate training.

● Meet with clients face-to-face

● Provide confidential, specialist, debt and budget advice to clients at our main hub and in consultation with the line manager’s, outreach surgeries and venues across Leicester and Leicestershire

● Research, validate, and analyse information provided by a client in order to support and advise them on how to prioritise their debts and ways to repay it affordably and provide advice on dealing with the impacts

● Develop and agree realistic client budgets that fully reflect the client’s situation.

● Present a range of solutions, pointing out the advantages and disadvantages according to the client’s personal situation and make recommendations based on this information

● Compile financial statements

● Advocating on behalf of clients when negotiating with creditors, and other 3rd party organisations

● Ensure that all advice and solutions are presented in accordance with the charity’s policies and procedures and in line with AQS (Advice Quality Service) and thereby compliant with FCA (Financial Conduct Authority) and Debt Management directives)

● Assessing client needs through confidential interviews and hold a personal caseload

● Assist people to complete forms, writing letters or making phone calls on behalf of claimants

● Provide advocacy and assist clients with appeals and preparation for tribunals where the client has grounds to challenge decisions

● Working with our partners, other agencies and organisations on behalf of clients

● Assist clients in gaining access to other specialist, legal and professional services as appropriate.

● Liaising with other organisations when referring clients on

● Keeping confidential records, updates and training on our CMS (AdvicePro)

● Adhere to our Safeguarding, confidentiality and GDPR Policies and procedures

Casework

• Using the CMS AdvicePRO database to maintain electronic case records, for the purpose of continuing casework and information retrieval. These records must be inputted onto the database immediately following the appointment to ensure the records are up to date and accurate
• Act where necessary by calculating, drafting or writing letters and producing written submissions for clients as appropriate
• Negotiate with third parties
• Ensure income maximisation through the take up of appropriate benefits
• Prepare paper submissions to the appropriate statutory bodies, tribunals and courts as appropriate.
• Assist with related problems where they are an integral part of the case and refer to other advisers or specialists as appropriate.
• Make outreach visits, where necessary and subject to resources and risk assessments.
• Provide advice and assistance to staff and volunteers across the whole range of Welfare Benefits and debt issues.
• Ensure that all casework conforms to the AQS quality standard.

Administration

• Make recommendations for improvements to services.
• Effectively utilise AdvicePRO for statistical recording, case recording & document production.
• Provide 1 Case study/Good news story Monthly to the line manager
• Keep up to date with policies and procedures

Personal Specification

Essential:

• To hold a current DBS certificate, or willing to undergo a DBS check
• English and Maths Grade C/Level 4 or above
• Full UK Driving License with Business Insurance
• Traveling across sites in Leicestershire to see clients in appointment
• IT Confident
• Proficient in Information, Advice and Guidance to clients
• Understanding of the Debt system, and keeping up to date with the change alerts
• Knowledge and experience of giving competent accurate Debt advice to FCA and AQS Quality Mark standards
• Providing debt advice via face to face or telephone 
• Negotiating with creditors, bailiffs, third parties by letter/ telephone
• Working with vulnerable clients
•  Providing representation and advocacy on behalf of clients
• Generalist advice work
• Active Listening skills
•  Excellent organisational skills and managing of own diary
• Working as a member of a team
• Undertaking casework and achieving set outcome
•  Working within a funded partnership
•  Have full working knowledge of Office 365 (Word, Excel, Outlook, SharePoint, One-drive)
• General knowledge of the welfare benefit system to assist with income maximisation
• Budgeting knowledge

Desirable:

• Completed training in money advice from MaPS accredited training provider
• DRO accredited intermediary, would be desirable
• Working knowledge of the CMS system AdvicePro database
• On The DBS Update system
• Ability to deliver services using video links via Microsoft Teams, and Zoom
• Ability to deliver services via social media and our interactive website

Debt & Welfare Benefits Adviser

Salary: £29,063 pa

35 hours per week, 25 days A/L + contributory pension scheme

Since 1899, Birmingham Settlement has been working to create opportunity and choice – connecting and empowering people through action, activities, and shared learning to build and sustain wellbeing for all

As an experienced Debt & Welfare Benefits Adviser you will already have a background in providing effective, high-quality debt and welfare benefits advice to a wide range of clients in differing circumstance.

Based at our Newtown office with outreach work in other areas of the city, you will be adaptable with excellent communication skills, flexibility, and the ability to manage your own workload.

You will be joining a long established and professional Money Advice Team providing specialist advice with a holistic approach that covers all areas of debt and welfare benefit along with training to build and continually improve money management and financial capability.

This is a great opportunity to join a progressive charity making a real difference to people’s lives – see our website 

For an informal discussion about the role call Theresa Gniadkowski 

Previous applicants need not apply.

 For an application pack visit our website or email us or write to Human Resources, Birmingham Settlement – Sports & Community Centre, 600 Kingstanding Road, Kingstanding, Birmingham, B44 9SH

Closing date for applications: Monday 08/09/25 at 5pm

Interviews: w/c Monday 15/09/25

Birmingham Settlement is committed to Equality of Opportunity and welcomes applications from all sections of the community. Registered charity number 517303

As our Advice & Supervision Manager, you will play a pivotal role in leading and managing the delivery of advice services across both office-based and community outreach settings.

You will supervise, support, and develop a team of employed advisers, volunteers, and supervisors—ensuring our services are of the highest quality and delivered in line with Citizens Advice standards. This includes oversight of advice sessions, project coordination, case checking, and ensuring team members are up to date with training and development.

This is a key leadership role requiring strong people management skills, sound advice knowledge, and the ability to motivate and empower others. You will demonstrate a deep commitment to the aims and principles of the Citizens Advice service, with a passion for achieving the best outcomes for our clients

Prospectus is passionate about supporting organisations close to the frontline, and few organisations have greater impact on lives than this one. 

Personal debt and its consequences have an enormous effect on individuals and families alike. Our client works with partners to provide budgeting advice and support to try and alleviate these difficulties, working with service users to prepare detailed financial statements and explore ways of maximising income and reducing outgoings. Advisers in this organisation negotiate with creditors directly on behalf of clients; set up manageable and sustainable repayment arrangements and provide full casework services.
 
You will be the interface for advisers to ensure documentation and tasks are completed in a timely manner for the clients you are supporting by liaising with your clients, advisors and partner organisations.  Effectively, you will hold the hand of clients who are finding their journey to debt relief a challenge with a mix of empathy and support, but also with comprehension of the system, and what actions the client needs to take.. 

You will empower and support financial literacy of clients and will ideally be qualified as a Connect Money Mentor (CMA) or equivalent, and will be able to demonstrate an excellent understanding of the welfare benefit system and have experience of advising customers on benefits.

At a personal level you will also need to demonstrate resilience and the ability to, understand and empathise with clients from diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. You will also need to demonstrate a high standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information.

Due to the nature of this role, a DBS check would be run on successful candidates.  Please note this is a full -time role, Monday-Friday, 35 hours per week based on site 2 days per week.

If you are interested, please apply with just your CV in the first instance (in Microsoft Word format). We are reviewing CVs on an ongoing basis, so it is highly recommended to submit your application as soon as possible. 

As a specialist Recruitment Practice Prospectus is committed to building inclusive and diverse organisations, and welcome applications from all sections of the community. Prospectus invests in your journey as a candidate and are committed to supporting you in your application.

The post-holder will maintain a manageable caseload of clients needing support with their welfare rights and benefits. The role is to support the Welfare Rights Advice Project Team with the following:

1. To carry out an initial client assessment, identifying any issues with their benefits and any claims they can make to maximise their income.
2. Provide casework (including challenging decisions) for welfare benefits available to clients with mental health difficulties and their carers: i.e. Personal Independence Payments, Universal Credit, Employment and Support Allowance and Housing Benefit.
3. Provide information and advice as appropriate about issues related to a client’s particular situation.
4. Provide advice and casework for mobility and discretionary schemes and personal grants that could be of benefit to clients.
5. Take referrals directly from service users, carers or staff from other agencies (encouraging use of our online referral form)
6. Signpost and refer clients to agencies that assist with transition from hospital to community living, or to tackle social isolation and improve mental wellbeing.
7. Maintain records in accordance with Hear Us policies and procedures, including the handling of confidential and private documents and keeping written and computer records up to date and secure.
8. Liaise with GPs, CMHT’s and other agencies to obtain supporting documents, by telephone, letter and e-mail.
9. Taking confidential telephone messages from clients and outside agencies.
10. Take part in weekly WRAP team meetings regarding case allocation, and stay up to date with changes in benefits legislation. 
11. Attend regular supervision and yearly appraisals with line manager.
12. Assist WRAP manager to write reports and evaluate the project for funding bids and to support and promote the project.
13. Collect and distribute flyers and leaflets for signposting purposes.
14. Attend Hear Us staff meetings, staff development days, and other Hear Us events (e.g. Hear Us Open Forum) where directed by line manager.
15. Attend identified training and other personal development activities that will support you in this role.
16. Develop and maintain healthy working practices for yourself, with clear personal and professional boundaries.

We are looking for an experienced Welfare Rights Adviser to join the CPAG in Scotland team in Glasgow. You will bring a comprehensive understanding of UK and Scottish social security benefits along with experience in working with social security legislation and caselaw.

What you will do in this role

• You will provide expert welfare rights advice on CPAG in Scotland’s advice line for frontline advisers
• You will design and deliver engaging training for advisers
• You will create clear, accessible resources for adviser
• Your specialist welfare rights knowledge will help CPAG in Scotland’s policy work

 Apply now

To learn more about the role and how to apply, please download the Welfare Rights Adviser Job Pack and Application Form.

We welcome applications from anyone with the skills and experience listed and we can be flexible in terms of the conditions of employment. We are happy to discuss alternative working hours, days and patterns, and any additional needs or requirements. CPAG also prioritises and has a commitment to equal opportunities, which you can read more about in the job pack. 

Closing date for applications: 9am on Monday 4 August 2025

Interviews will be held in Glasgow on Tuesday 19 August 2025

JOB PURPOSE

To improve the provision of consistent high-quality debt advice, enhancing the experience of clients, by working collaboratively with delivery suppliers, to support them in implementing improvement activities, and in assessing and monitoring the quality of debt advice.

To support the implementation and ongoing facilitation of project quality assurance and improvement processes, working collaboratively with the EMMA management team to inform and support contract compliance and performance management activities.

To identify good practice and share learning with delivery suppliers, and across roles within MaPS and across all funded services to support improvement and development of advice services.

KEY DUTIES AND RESPONSIBILITIES

Deliver individual strategic projects/business plan objectives for the team

Work with debt advice providers on an individual basis to improve the provision of consistent and high-quality debt advice, by supporting suppliers to implement improvement activities, and to assess and monitor the performance of their advisers and debt advice service overall to ensure that the quality of debt advice is improved where required, maintained and provided in accordance with regulation, project requirements, best practice, and agreed standards.  This includes:

• Working in collaboration with suppliers to make tailored recommendations and providing feedback to improve the quality of debt advice and client experience in a delivery supplier as appropriate, and identify good practice, where applicable

• Measuring and analysing information gathered against risk ratings, quality frameworks and standards and liaising with delivery suppliers to agree improvement action plans using the results of assessments and analysis

• Liaising with delivery suppliers about the practical arrangements required to carry out the monitoring of their work and improvement plans and ensure understanding of the service improvement process

• Supporting, where appropriate, the implementation of any follow on/corrective action following the assessment and /or support visits/file reviews.

Support participants internal and external quality assurance, quality related grant requirements and quality improvement schemes by:

• Ensuring delivery partners and advisers understand the objectives of the service and quality requirements.

• Facilitating the smooth application of the quality improvement process as required by LCALC and/ or the funder including writing guidance documents, regular liaison with the delivery suppliers and answering ad hoc queries.

Project compliance and quality requirements are achieved by:

• Ensuring delivery suppliers have a good awareness and understanding of the quality and service delivery requirements through communications and active involvement in the delivery of EMMA events related to quality improvement.

• Providing support and advice to delivery suppliers and other internal colleagues on the quality requirements and service delivery standards.

• Escalating risks promptly and appropriately.

• Providing support with delivery and quality compliance and performance management activities, including active involvement in performance enhancement plans as appropriate.

• Contributing to the design of monitoring and reporting processes.

• Respond to requests from delivery suppliers for support with quality matters and proactively encourage delivery suppliers to engage with quality improvement activities.

• Ensure that work undertaken reflects and supports equality and diversity.

Support the implementation of best practice systems and processes

Implement best practice systems and processes to ensure the development and improvement of delivery and advice services, including:

• Providing reports and/or data on trends, compliance, and quality.

• Liaising with colleagues to identify key learning points and delivery issues, to inform the development of EMMA.

• Identifying training and development needs within delivery suppliers, and work with colleagues and MaPS to improve the quality of advice services.

• Facilitate the sharing of learning and good practice identified through quality assurance and service improvement across EMMA delivery partners.

• Support delivery partners to maintain systems and processes for service delivery, management and improvement to ensure effective and consistent delivery of the quality of debt advice work.

• Support the development and/or updating of content for information systems.

Maintain expertise and insight

• Manage your own day to day activities to deliver tasks on time and to the required standard while gaining experience of the work of the Quality Team and maintaining expertise in debt advice.

• Be proactive in identifying external and internal contacts to inform activity to improve service delivery.

• Advise managers on recent developments in field of work.

• Undertake research and analysis in field of work.

Contribute to team

• Be an active member of the Quality Team, identifying opportunities for your own development.

• Provide regular updates to the Quality Manager regarding partners quality and processes.

•  Contribute to the good and efficient working of the team in delivering against the business plan.

•  Work in collaboration with MaPS and its funded organisations, working with other quality roles contributing to key projects, meetings and Supervisor Forums.

•  Compliance with LCALC policies and procedures, including health and safety.

•  Undertake any other duties as may be reasonably required within the scope of the role.

ADDITIONAL DUTIES AND RESPONSIBILITIES

• To ensure that all duties and responsibilities are discharged in accordance with LCALC’s Health and Safety at Work and other work-related policies and with due regard to the Equality Act 2010 and LCALC Equality and Diversity Policy.

• To comply with LCALC’s equal opportunities policy and assist with its development and promotion within LCALC, and amongst partner organisations.

•  To comply with all relevant policies and procedures maintained by LCALC regarding matters such as regulatory compliance, data protection, client care, confidentiality, safeguarding.

PERSON SPECIFICATION – Quality Officer / Central Supervisor

QUALIFICATIONS, KNOWLEDGE AND EXPERIENCE

(1) Expert knowledge of, and proven ability to deliver debt advice, including the diagnosis of relevant issues and remedies.

(2) Up to date knowledge of the key issues of debt advice arising from legislation, regulation, policy, practice and services.

(3) An understanding of compliance monitoring and performance management.

(4) A proven commitment to continuing professional development.

SKILLS AND ABILITIES

(5) Proven ability to monitor and evaluate performance through case checking (conducting Independent File Reviews) and providing supervision and support to aid improvement.

(6) Proven ability to identify learning and development needs and contribute to the development of appropriate learning activities for individuals and groups.

(7) Proven ability to identify service delivery issues affecting quality

(8) Ability to plan effectively and realistically, managing own workload in a busy schedule and working accurately to agreed deadlines

(9) Ability to work on own initiative or as part of a team. Excellent inter-personal and client care skills

(10)Excellent influencing, negotiating and administrative skills.

(11)Excellent interpersonal and communication skills and an ability to build relationships with staff at all levels.

(12)Ability to collate information and write concise reports, including analysing information, identifying issues/risks and making recommendations for corrective action.

QUALITIES

(13) Commitment to initiatives to combat poverty and social exclusion

(14) Energetic and self-motivated

(15) Commitment to equal opportunities

(16) Willingness to accept direction and supervision

(17) Willing and able to work outside office hours from time to time

(18) Commitment to the aims of Leicester Community Advice and Law Centre

OTHER REQUIREMENTS

(19)  Must have access to own car and be willing to undertake travel throughout  Derbyshire, Leicestershire, Lincolnshire, Northamptonshire, Nottinghamshire and Rutland.

(20)  Willing and able to work remotely and/or from home.

Interviews are currently expected to take place via Microsoft Teams during the week commencing 25th August 2025.

Various locations across the Liverpool area

About the Role

Responsibilities:

1. Provide advice and a limited casework service covering the full range of debt and money management advice, including breathing space, debt relief orders, bankruptcy, and debt management plans.

2. Maintaining standards of service delivery and ensuring that advice and casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the minimum individual file review score of the Money and Pensions Service Advice Quality Framework.

3. Complying with systems for monitoring and reporting purposes.

4. Working collaboratively with colleagues to ensure that the service area meets key performance indicators and targets.

5. Analyse and interpret complex information, communicating this effectively in writing with particular emphasis on negotiation and representation.

Research and Campaigns

1. Keeping up to date and participating in current research trends and campaign issues by providing information on a client’s circumstances.

Essential Criteria

1. An understanding of and commitment to the aims, principles and policies of the Citizens Advice service including a strong commitment to equality and diversity.

2. An understanding of the problems and issues associated with unmanageable debt, particularly energy debt, and their implications for clients and advice service provision.

3. Recent experience of providing advice to the Advice QualityStandard and/or the willingness and ability to complete full debt advice training.

4. A good understanding of the skills and techniques used in interviewing through telephone and digital advice channels.

5. The ability to understand the needs of others and to empower clients to take actionfor themselves.

6. The ability to monitor and maintain own standards, prioritise work and meet deadlines and targets.

7. The ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.

8. The ability to work as part of a team and to respond positively to change.

Requirements

1. To be appointed as an Energy Debt Specialist, you will need to have knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options, and insolvency solutions.

You will also need to have the Institute of Money Advisers Certificate in Money Advice Practice or MaPS Caseworker accreditation equivalent. NEA Level 3 City and Guilds Level Energy Awareness would be desirable too.

● OR for a trainee - at least 6 months’ experience of delivering excellent customer service in a regulated environment such as banking, insurance, or a contact centre.

2. Experience ofachieving performance and quality targets/KPIs.

3. Ability and willingness to undertake training and development to comply with Money and Pensions Service and Citizens Advice quality standards.

4. Effective oral and written communication skills.

5. Numerate to the level required by the tasks.

6. IT literatewith the ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials.

7. Ability and willingness to work as part of a team.

About us

The Energy Debt Specialist will provide a high-quality inbound telephone debt advice service to clients as part of our brand new Consumer Energy Debt Advice project. This project is for clients who have energy debt (amongst others) and is intended to reduce the impact of personal debt by providing them with debt solutions.

Join our team at Citizens Advice Doncaster as a General Adviser! You'll play a vital role in empowering local residents by providing high-quality advice and support across our offices and community outreach locations.

This role demands excellent customer service and a dedication to achieving the best possible outcomes for our clients, always upholding the core values of Citizens Advice.

You'll thrive in a dynamic environment, demonstrating a proactive and flexible approach to meet client needs and exceed project and funder expectations. The role requires travel within the City of Doncaster.

ole purpose

• To provide a high-quality advice and support to clients accessing the service via face to face, telephone, email and web chat

• Deliver Financial Capability and Income Maximisation advice to clients

• Support Clients to understand the benefits systems and application processes 

• To share responsibility for compliance with Projects, targets and requirements.

• Ensure high quality standards are met and that data is captured and recorded accurately. 

• To work effectively with other partners and stakeholders to deliver a seamless service to clients

• Undertake service delivery at Outreach venues across the city  as required. 

• To contribute to the Research and Campaigns work of Citizens Advice Doncaster Borough.

Advice 

• Provide General Advice and assisted information to clients at our offices and outreach locations via face to face, email and web chat 

• Conduct initial assessments to understand clients' needs and identify the key issues.

• Provide accurate, impartial, and confidential advice on a range of topics, including benefits, debt, housing, employment, and consumer issues.

• Explain complex information clearly and concisely, ensuring clients understand their options.

• Assist clients in exploring different solutions and making informed decisions.

• Empower clients to act on advice and information provided 

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

• Liaise with third parties as appropriate. 

• Ensure income maximisation through the take up of appropriate benefits. 

• Ensure that all casework conforms to the organisation's Office Manual and the Advice Quality Standard and/or the Specialist Quality Mark as appropriate.

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

• Comply with all organizational policies, procedures, and guidelines in the performance of all duties

Research and campaigns 

● Assist with research and campaigns work by providing information about clients' circumstances. 

● Provide statistical information on the number of clients and nature of cases and provide regular reports to management. 

● Monitor service provision to ensure that it reaches the widest possible client group. 

● Alert other staff to local and national issues. 

Essential Skills & Experience:

• Proven experience in providing high-quality advice and support to clients.

• Ability to explain complex information clearly and concisely

• Excellent communication skills, both verbal and written, including strong negotiation and representation abilities.

• Advanced IT proficiency, including expertise in maintaining databases and spreadsheets.

• Demonstrated ability to effectively interview clients, assess their needs, and identify key issues.

• Strong organisational and time-management skills, with the ability to prioritize tasks, meet deadlines, and effectively manage a demanding caseload.

• Proven ability to utilise IT effectively in the provision of advice, including the preparation of reports and submissions.

• Strong teamwork and collaboration skills, with a willingness to work effectively within a team environment.

• A strong understanding of and commitment to the aims and principles of Citizens Advice, including its equality and diversity policies.

• A strong work ethic and a proven ability to adapt to changing priorities and targets

• Understanding of welfare rights and benefits 

In accordance with Citizens Advice national policy we require the successful candidate to be screened by the DBS. However, a criminal record will not necessarily be a bar to your being able to take up the job.

Role profile

Job Title: Advice Services Manager

Responsible to: Chief Executive Officer

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

Caseworkers, Energy Advisor.

Hours: Full time – 36 hours

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 Debt technical supervision 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.

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.

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

Citizens Advice Doncaster Borough is expanding its services to provide vital, community-based support to Doncaster residents facing the challenges of the rising cost of living and energy crisis. We are seeking a dedicated individual to deliver holistic and specialist Money & Energy advice.

As part of our team, you will empower clients to achieve the best possible outcomes by providing high-quality customer service and support, all while upholding the core aims and principles of the Citizens Advice Service. You will thrive in a dynamic environment, demonstrating both initiative and strong teamwork, and be committed to going the extra mile to make a real difference. 

This fixed-term contract is initially until 31st March 2026  and is subject to continued funding. The role involves working across various locations within Doncaster.