Debt and benefits advisor jobs

Liverpool Innovation Park- Flexible hybrid working minimum 3 days office based
(Available for experienced Energy Debt Specialists only after training on the telephone platform is completed.)

Term: Fixed Term until 31st March 2028

Hours: 35 hours per week

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 Quality Standard 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 action for 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.

Here are some examples of how we help our clients:

In Person Enquiry.

Mr Jones attended our drop-in service regarding multiple debts which had accumulated when, due to severe and sudden illness, he was forced to finish work. Mr Jones was unable to communicate by telephone due to his illness so needed in person support. He was anxious as his creditors had been contacting him asking him for payments and some were threatening court action.

The Caseworker helped Mr Jones obtain details of all his debts. They arranged a formal Breathing Space to stop further action from his creditors for 60 days. The Caseworker helped Mr Jones complete a budget, checked his benefit income was correct, and helped him claim charitable support to maximise his income. They also looked at practical ways of helping him reduce his bills and expenditure. Unfortunately, Mr Jones still had very limited income to make affordable payment arrangements to his creditors.

The Caseworker then advised him of all the options and solutions available. Mr Jones chose a Debt Relief Order insolvency solution, which the Caseworker completed, to give him a fresh start by effectively clearing his debts.

Telephone Enquiry.

Miss Smith contacted our advice line for help with her energy arrears. She struggled with a language barrier due to a limited level of English and was vulnerable due to a mental health condition. With a combination of several telephone calls, together with interpreting services, the Caseworker was able to successfully help her.

The Caseworker contacted the fuel provider concerned and advised of her vulnerabilities. They requested that Miss Smith’s details were placed on the Priority Services Register. Even though it was Wintertime, Miss Smith had not been topping up her prepayment meter as she could not afford to do so, so arrears via unpaid standing charges, were also accruing. The meter was also in an awkward position, so she found it difficult to access to top up. The Caseworker assisted her in contacting the fuel provider to install a new smart meter which she could access easier. Miss Smith was then able to use an app to top up her meter which she found more convenient.

The Caseworker assisted Miss Smith in completing a budget, benefit claims, charitable support and fuel vouchers. The Caseworker looked at ways of reducing her expenditure and easy energy efficiency measures Miss Smith could undertake herself in her home.

As a result of these actions, Miss Smith then had some disposable income and was able to start to top up her prepayment meter regularly and keep warm. The Caseworker also assisted her with the completion of a successful trust fund application to her fuel provider, to repay the arrears in full.

Requirements

Person Specification:

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 of achieving 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 literate with 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.

How to Apply

For more information and to apply, please click on the redirect button.

About us

Citizens Advice Liverpool is a charity that provides free, confidential and impartial advice to people who live and work in the city. We depend on a workforce of paid staff and over 120 trained volunteers. We give people the knowledge and the confidence they need to find their way forward – whoever they are, and whatever their problem. We are the leading provider of advice and advocacy services in Liverpool and have helped clients with over 106,000 issues in 2022/2023.

CAL have achieved accreditation with the Workplace Wellbeing Charter, showing we are committed to improving the health and wellbeing of our workforce. We've also gained an award for outstanding contribution by an employer to workplace health and wellbeing 2022 by Merseycare NHS Foundation Trust.

We've gained awards from Citizens Advice National recognising our Advising Margainalised Communities Team for championing equity, diversity and inclusion in both 2021 and 2021. We were also named volunteer team of the year in 2022.

Various locations across the Liverpool area.
Some flexible hybrid working - 4 days office based, 1 day work from home.

1 Permanent and 1 Fixed term until 30th June 2027

Hours: 35 Hours per week

About the Role

Role Purpose:

Do you enjoy helping people? Are you a compassionate and people focused person?

Do you want to make a real difference to the lives of people who are in problem debt and help them find a way forward?

The Debt Advice Caseworker will provide an in-person high-quality debt advice and casework service to the organisation’s clients.

The Debt Advice Caseworker will provide mentoring and support to their co-workers, which will help develop their skills and expertise in debt and money management service, ensuring they deliver our clients with the best possible service.

A demanding role, whereby the Debt Advice Caseworker will have the ability to understand and deal with complex information.

They will work collaboratively with their team, management and external organisations.

Flexibility is a key characteristic of all our posts, and the post-holder may be asked to carry out other tasks consistent with the grade from time to time.

Requirements

To be appointed as a Debt Advice Caseworker, you will need to have:

1. Knowledge and experience of complex debt casework, covering priority and non-priority debt  advice, options and insolvency solutions.

OR

To be appointed as a Trainee Money Advice Caseworker, you will need to have knowledge of advice areas and money advice issues and have experience of giving advice. We’re not looking for the finished article, if you have the right attitude then we can help to develop your skills.

2. Experience of achieving 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/written communication skills and be numerate to the level required by the tasks.

5. Ability to prioritise own work, meet deadlines, manage workload and targets in a pressured environment.

6. An ordered approach to casework and an ability and willingness to follow and develop agreed procedures.

7.  IT literacy with an ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials.

8. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.

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

10. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equalities and diversity policy

11. Ability to work across different sites within Liverpool.

12. Institute of Money Advisers Certificate in Money Advice Practice or MaPS Caseworker accreditation equivalent.

Equality and Diversity:

All staff members are expected to demonstrate a commitment to equality and diversity. We recognise and celebrate the positive value of diversity, promote equality and challenge discrimination.

Responsibilities:

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

2. Deliver our service by a range of methods required, including telephone/digital channels, drop-in sessions, appointments, outreach work, and home visits.

3. Act for clients where necessary; this includes drafting letters, budgets, financial statements, and negotiating with third parties.

4. Ensure income maximisation through the take up of appropriate welfare benefits.

5. Prepare and present cases to statutory bodies, tribunals, and courts when required.

6. Assist clients with issues, where they may be an integral part of a case, and refer them to the appropriate agencies and advisers.

7. Maintain standards of service delivery and ensure that casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the Money and Pensions Service Advice Quality Framework.

8. Comply with systems for monitoring and reporting purposes.

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

10. Assist in the smooth running of the organisation and provide emergency cover for other parts of the service when necessary.

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

Research and Campaigns

1. Keep up to date with current research trends and campaign issues.

2. Participate in research and campaigns activity by providing information on client’s circumstances and acting on behalf of the client.

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 and their implications for clients and advice service provision.

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

4. A good understanding of the skills and techniques used in interviewing clients through a range of channels including telephone, digital and face-to-face.

5. The ability to understand the needs of others and to empower clients to take action for 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.

How to Apply

For more information and to apply, please click on the Redirect button.

About us

Citizens Advice Liverpool is a charity that provides free, confidential and impartial advice to people who live and work in the city. We depend on a workforce of paid staff and over 120 trained volunteers. We give people the knowledge and the confidence they need to find their way forward – whoever they are, and whatever their problem. We are the leading provider of advice and advocacy services in Liverpool and have helped clients with over 106,000 issues in 2022/2023.

CAL have achieved accreditation with the Workplace Wellbeing Charter, showing we are committed to improving the health and wellbeing of our workforce. We've also gained an award for outstanding contribution by an employer to workplace health and wellbeing 2022 by Merseycare NHS Foundation Trust.

We've gained awards from Citizens Advice National recognising our Advising Margainalised Communities Team for championing equity, diversity and inclusion in both 2021 and 2021. We were also named volunteer team of the year in 2022.

About Toynbee Hall

Based in the East End of London since 1884, Toynbee Hall is a charity working alongside people facing poverty, injustice, and inequality to build a fairer East London. We provide vital advice and support, working in partnership to tackle unfairness and ensure everyone has an equal chance to thrive.

Team background

The Debt Advice Team at Toynbee Hall provides crucial support to individuals and families struggling with financial burdens. Funded by the Money and Pensions Service (MaPS), this team delivers expert guidance and practical solutions to help clients manage and reduce their debt. The team's advisors are trained to navigate complex financial situations, offering tailored advice that empowers clients to regain control of their finances. Their work is vital in fostering financial resilience within the community, ensuring that individuals have the tools they need to achieve long-term financial stability.

Job purpose

To provide over-indebted Londoners with free, face-to-face advice that is accurate, effective, and tailored to individuals’ circumstances. To maintain detailed case records, and keep up to date with legislation, policies, and procedures; as well as undertaking appropriate training.

Scope of role

The Debt Advisor is responsible for providing comprehensive, face-to-face debt advice to over-indebted Londoners, tailored to their specific circumstances. This role involves conducting detailed interviews to understand clients’ financial problems, researching options, and helping clients make informed decisions. The advisor ensures income maximisation and provides ongoing casework support, acting on behalf of clients where necessary. Maintaining up-to-date case records and staying informed about relevant legislation, policies, and procedures are crucial aspects of the role. The Debt Advisor is also expected to complete continuous professional development and contribute to the team’s overall objectives by meeting targets, prioritising workloads, and demonstrating financial efficiency.

What We’re Looking For:

• Ability to give accurate, personalised advice and support clients to make informed decisions
• Experience carrying out detailed casework and acting on behalf of clients when needed
• Strong record keeping, with case notes completed to required standards and deadlines
• Commitment to keeping debt advice training up to date
• Good teamwork and the ability to manage your own workload while meeting targets
• Commitment to following organisational policies and procedures

• Commitment to working in line with Toynbee Hall’s values:
  • Inclusive – open-minded, transparent, collaborative; seeking fresh and alternative perspectives.
  • Courageous – principled, ambitious, and acting with integrity.
  • Empowering – shifting power, sharing knowledge, and enabling people to take action for themselves.

Please download the full Job Description for more details.

Our Benefits Package

We believe in supporting our employees with a well-rounded benefits package designed to enhance work-life balance, financial security, and overall well-being.

Annual Leave

• 25 days of annual leave, plus 3 additional days for our Christmas shutdown (on top of bank holidays).
• After 2 years: +3 extra days of leave.
• After 3 years: +1 additional day.
• After 5 years: A total of 30 days annual leave

Pension

• Standard Life Pension Scheme – Employer contribution: 4%, Employee contribution: 5%

Additional Perks & Support

• Enhanced Sick Pay for peace of mind during illness
• Enhanced Maternity & Paternity Leave to support growing families
• Employee Eyecare Vouchers to support your vision health
• Employee Assistance Programme for free, confidential advice and support
• Mental Health First Aid to ensure workplace well-being
• Tenancy Deposit Scheme to help secure your home
• Interest-Free Season Ticket Loan for cost-effective commuting
• Cycle to Work Scheme to promote a healthier, greener way to travel
• Charity Mentoring Network to support professional development and networking
• Westfield Health Cash Plan to cover your healthcare needs specified in the policy

We’re committed to creating a supportive and rewarding work environment, because when our team thrives, we all succeed!

How to Apply

Complete our online application for, attach your CV and a Cover Letter.

Application deadline is 12 June 2026

To work on the Warm and Safe Wiltshire project to help Centre for Sustainable Energy (CSE) support the long-term wellbeing of disadvantaged households across Wiltshire, particularly individuals living in fuel poverty, those with health conditions, and communities that are otherwise hard to reach, including Armed Forces and veteran communities. As part of the Household Energy Services (HES) team, the Wiltshire Community Outreach Energy Advisor will bring experience engaging with different groups, charities, and local authorities. The post requires excellent customer service skills, personal resilience, and the ability to maintain professional boundaries. The role is primarily field based, delivering face‑to‑face energy advice, conducting home visits, and providing presentations to community groups and frontline professionals across Wiltshire.

Pay and conditions.

• We are flexible with the working hours of this role and will discuss this openly if you are invited to interview. 
• The salary for the role will be £29,024 per year (pro rata), rising to £31, 895 per year (pro rata) upon successful completion of probation period.
• You will be entitled to 25 days’ paid holiday (plus statutory holidays).

CSE offer a range of benefits including, subsidised bike purchase and Tech Scheme, Life Assurance, Health Cash plan, retail discounts and discounted breakdown cover and many more.

We will pay fees and expenses on relevant training courses.

Specific responsibilities.

An applicant appointed to the role will be expected to:

• To travel across Wiltshire to arrange and deliver events, workshops, talks and presentations to target support to vulnerable householders.
• To increase awareness of Warm & Safe Wiltshire amongst the Armed Forces community and other community organisations in Wiltshire.
• Develop, maintain and build upon new and existing partnerships with the Armed Forces and community partners.
• To provide face-to-face support for Wiltshire residents with energy-related issues so that they can stay safe, warm and healthy at home.
• To deliver outreach support to Wiltshire’s Armed Forces community including serving personnel, their families and veterans, for example attending coffee mornings and socials in Garrisons across Salisbury Plain.
• To deliver outreach support to community groups in Wiltshire who are client facing and interact with vulnerable householders daily, for example hosting an advice stand within a local library.
• To identify energy improvements that can be made to residents’ properties and make appropriate referrals for funded measures where possible.
• Help residents maximise their income and make appropriate referrals to partner organisations for further support (e.g., for benefits advice and social tariffs).
• Deliver home visits for residents with multiple issues, who are unable to access support outside the home or via phone/internet.
• Recognise and refer clients appropriately for energy casework if they have more complex needs (e.g., billing issues, energy debt, supplier complaints).
• To provide project administrative support.

To see a more detailed list of responsibilities please see the supporting documents attached. These documents are also available to download from our website.

Essential attributes for this role include:

• O’ Level or GCSE Maths and English or equivalent
• Previously worked with or volunteered for the Armed Forces.
• Three or more years’ experience working with different groups including charities, local authorities and public health.
• Experience of designing and delivering public engagement events.
• Experience of taking a lead on the delivery and coordination of project-based activity.
• Ability to respond to vulnerable clients in a respectful and engaging manner.
• Excellent written and verbal communication skills in English, with the ability to engage a wide range of people in an appropriate manner.
• Full, clean UK driving license to travel to meetings, homes, and businesses across the county.
• Understanding of safeguarding principles and the importance of protecting vulnerable individuals.

Please note, the above is an overview of the skills required for this role. To see the full list of essential and desirable skills please see the attached job description.

How to apply

Applications should be made on the application form available on the Centre for Sustainable Energy website. 

Your application should demonstrate how your skills and experience relate to the person specification on the job description.

The closing date for applications is 17:00 on Thursday 28 May 2026

If you have not heard from CSE by 17:00 on Friday 29 May 2026, please assume that your application has been unsuccessful.

Interviews will take place on Thursday 4 June, and Friday 5 June 2026.

If offer the role, we will ask you to provide evidence demonstrating your eligibility for employment in the UK.

Purpose of the job

Flexibility is a key characteristic of all our posts, and the post-holder may be asked to carry out other tasks consistent with the grade from time to time.

Equality and Diversity:

All staff members are expected to demonstrate a commitment to equality and diversity. We recognise and celebrate the positive value of diversity, promote equality and challenge discrimination.

Responsibilities:

1. Casework – The post-holder will carry a specialist caseload, providing advice and casework covering the full range of debt issues and solutions. This includes but is not limited to, dealing with emergencies, making use of the Breathing Space scheme, making offers of repayment, drafting financial statements, advising on insolvency options and providing budgeting advice. They will ensure that income maximisation is carried out and refer to other in-house advisers or specialist agencies as appropriate.

They will be required to act for the client where necessary and communicate with third parties to progress a case.

Advice will be delivered through a variety of channels including face to face (drop-in and appointments), telephone or digital channels and must conform to the Citizens Advice Quality of Advice standards and funder requirements. The post-holder will work to individual targets that must be met in order to contribute to team targets.

2. Administration - they will be responsible for ensuring that an efficient system of administration for all work is in place and that advice is provided in accordance with quality requirements, with cases recorded accurately and in a timely manner.

3. Professional Development - they will be responsible for sharing knowledge and best practice with colleagues to improve the quality of advice and will be expected to keep up to date with relevant legislation, case law, policies and procedures through regular internal and external training. They may be required to provide training to internal staff or external organisations where appropriate.

4. Research & Campaigning – they will assist with research and campaigns work by providing information about clients' circumstances through the appropriate channel, regularly reviewing their work to highlight common or significant issues.

5. External Links – they will develop positive links with external organisations and may represent CASNS at meetings or events.

6. Outreach – they will be required to work at various venues across the are

Person Specification:

Qualifications

1. They will be accredited to MaPS Caseworker level or be close to achieving this.

Essential

1. The successful applicant will demonstrate that they understand the aims and principles of CASNS.

2. A willingness to adhere to Debt Advice Quality Standards.

Knowledge and Experience

1. Demonstrable knowledge and experience of debt advice and casework.

2. Experience dealing with challenging cases and vulnerable debt advice clients.

3. Experience of or willingness to work in outreach settings with an understanding of information assurance and safety in those settings.

4. Have essential IT and telephone skills and the ability to use an online case management system to store and maintain case records.

5. A proven commitment to Continuous Professional Development (CPD).

6. Have a good, up-to-date understanding of the application of Equality, Diversity and Inclusion to the provision of advice.

7. Demonstrate competence in and experience of supporting other advisers within a team.

8. A good understanding of the skills and techniques used in interviewing clients through a range of channels including telephone, digital and face-to-face.

Skills

1. Good numeracy skills and the ability to check calculations, prepare budgets and financial statements and read benefit statements.

2. The ability to analyse and interpret complex information.

3. Good oral and written communication skills and the ability to communicate well with a wide range of people including members of the public and external agencies.

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

5. The ability to organise their workload, monitor and maintain own standards and prioritise work to meet deadlines and targets.

Personal Qualities

1. They will be empathetic, professional and approachable.

2. They will be comfortable working within a team with varying levels of experience.

3. They will positively contribute to the morale of the team.

Citizens Advice Waltham Forest is part of the London-wide Debt Free Advice (DFA) project, funded by the Money and Pensions Service. We are looking for an experienced Debt Advice Caseworker to join our team.

As a long-standing partner in the DFA programme, we have over a decade of experience delivering high-quality debt advice to local residents facing financial hardship. 

We are seeking a skilled and compassionate adviser with a proven track record of supporting clients with debt and financial difficulties. You will be confident in delivering tailored, practical solutions and working with clients in a sensitive, non-judgemental way. Experience of providing debt advice in a regulated environment and working to quality standards is essential.

This is a hybrid role, combining face to face work at outreach locations and home working. You will deliver advice across multiple channels, including face-to-face, telephone, video and email.

If we are unable to appoint a fully qualified candidate, we will consider applications for a trainee position. Please refer to the Trainee Debt Adviser job description for further details. We anticipate the trainee programme will take approximately 6 months to complete, depending on prior experience. Training, mentoring and supervision will be provided. If you would like to be considered for the trainee role, please indicate this in your application.

About Toynbee Hall

Based in the East End of London since 1884, Toynbee Hall is a charity working alongside people facing poverty, injustice, and inequality to build a fairer East London. We provide vital advice and support, working in partnership to tackle unfairness and ensure everyone has an equal chance to thrive.

We have recently launched a new strategic plan which reinforces that our purpose is to build a fairer future with an end to poverty, injustice and inequality.

We work towards this by:

• Addressing poverty and injustice through advice and support and influencing systemic change.

• Shifting power to people and communities affected by injustice and inequality.

• Collaborating to end poverty and build fairer systems and institutions. What we want to see in the world starts with our community and our organisation.

This means:

• Working together to build a thriving local community where people have the resources they need, feel their voices are heard and are optimistic about the future.

• Being a good employer, where people are treated fairly, feel engaged and empowered, and work together to achieve our shared vision.

• Acknowledging the role Toynbee Hall has historically played in civic society while recognising that our role now is to shift power, to be an effective partner, and to amplify voices that are less likely to be heard.

What we learn from our work in east London we use to inform and influence wider policy – working to influence change in structures, systems and policies.

Department background

The Advice Services directorate at Toynbee Hall is central to our commitment to address and alleviate poverty in London and beyond. Specialising in debt, welfare benefits, legal support, and generalist advice, our directorate has proven instrumental in significantly enhancing the financial wellbeing of those we serve. Last year alone, our efforts helped individuals and families to be over £23 million better off, showcasing the direct impact of our work.

tional model combines direct service provision with a collaborative approach. We directly employ a number of advisors who deliver expert, impartial advice. Simultaneously, we lead a coalition of 15 partner charities—including local Citizens Advice Bureaus and law centres—where additional advisors are employed. This structure allows us to amplify our reach and effectiveness, ensuring that a comprehensive network of support is available to those in need.

By integrating direct support with strategic partnerships, the Advice Services directorate not only tackles immediate financial and legal challenges but also contributes to the broader goal of systemic change, enhancing economic security and community resilience across one of the most challenged demographics in the nation.

How we work

Our values are Inclusive, Courageous and Empowering and we expect everyone who works with us to work in a way that aligns with these values and to do their utmost to deliver our strategic objectives according to their role.

Job purpose

As a Customer Care Representative, you’ll be the first friendly face (or voice) people meet when they reach out for help with challenges like debt, housing, benefits, employment or consumer issues. You’ll play a key role in helping each person feel listened to, supported, and confident about their next steps.

You’ll handle a mix of face-to-face, phone, and digital enquiries, working with empathy, patience, and clear communication. With full training provided, you’ll gain the skills to manage sensitive conversations, complete initial assessments, book appointments, and connect people to the right support services quickly and smoothly.

Scope of role

· Provide friendly, professional, and high-quality customer service as the first point of contact for people seeking advice.

· Manage a range of enquiries via phone, email, web chat, WhatsApp, and in-person at our Triage Hub

· Conduct initial assessments and book appointments with our advice specialists.

· Maintain accurate and confidential client information using our CRM system, always following GDPR and data protection requirements.

· Identify when to signpost or refer people to other organisations to ensure they receive the right support.

· Handle feedback or complaints with empathy, professionalism, and a focus on finding solutions.

· Approach sensitive or challenging conversations calmly, using good communication and de-escalation skills.

· Apply safeguarding principles in everyday work - training and guidance will be provided.

· Collaborate with colleagues and project partners to improve how people access and experience our service.

· Contribute to team meetings, training sessions, and occasional events at our East London hub and other venues as required.

Key working relationships

· Internal: CCR Managers, frontline advisors, Communications and Marketing colleagues, Project Leads, Data and Insights teams, and wider Toynbee Hall staff.

· External: Advisors and Clients

What Success Looks Like in Your First Year

• You’ll complete your CMA Level 3 qualification and gain confidence in supporting people with financial and wellbeing issues.
• You’ll build strong communication and assessment skills, managing a variety of enquiries confidently.
• You’ll contribute ideas that help improve our service and client experience.
• You’ll be part of a team that trusts and supports one another and learns together.

Person Specification

The successful candidate will demonstrate:

Essential

· Experience in providing customer service in person, over the phone or online

· Clear and confident communicator with good spoken and written English

· Strong active listening and questioning skills

· Able to build trust with people from diverse backgrounds

· Calm and empathetic approach when supporting people in distress or dealing with sensitive or challenging situations

· Good emotional resilience and self-awareness, including recognising when to seek support

· Strong organisational skills, with the ability to manage time, prioritise tasks and maintain attention to detail in a busy environment

· Strong attention to detail

· Ability to manage time in a busy service environment.

· Collaborative, solutions focused approach.

· Confident using Apple MacBook, including Microsoft Office 365, Microsoft Teams, and CRM systems

· Understanding of safeguarding principles and a willingness to apply these confidently after training

Desirable

· Knowledge of community services in a London context.

· Experience working or volunteering in advice, support, housing, debt, benefits, or other community-facing services

The South East Gambling Harms Partnership is a consortium of regional Citizens Advice offices that include: Wokingham, Reading, West Berkshire and East Berkshire offices in Berkshire and Hart, Rushmore, Basingstoke and Tadley in North Hampshire. This is a high-profile initiative funded by the Office for Health Improvement and Disparities (OHID) to tackle gambling harms through the collaboration of the South East Gambling Harms Partnership. 

The Role

Are you a data specialist who wants your work to tell a story?

Data is the heartbeat of this project. You won’t just be managing spreadsheets; you will be the person who proves our impact to Government Departments. You will track our screening targets and monitor the link between gambling and debt. You will provide the evidence needed to protect vulnerable groups and work as a member of a team to raise awareness of gambling harms across Berkshire and North Hampshire. 

Key Responsibilities

• Strategic Reporting: Create impactful reports for the project Steering Committee, Lived experience Advisory panel and Trustee Board, as well as local public health teams.

• System Design: Develop and maintain user-friendly data tools to help frontline advisors record impact as "business as usual."

• Impact Analysis: Identify regional trends  to help our team adapt and target their outreach initiatives. As well as working with public health nationally and locally to provide quality data to inform 

• Compliance: Lead on GDPR and data ethics for sensitive client information.

About You

You are someone who finds the "human story" behind the numbers. You have:

• Advanced Excel skills (Pivot tables, complex formulas, and data cleansing).

• The ability to visualise data for non-technical audiences.

• A commitment to data integrity and the ethical handling of sensitive information.

• Experience in a data-led role within the charity, health, or public sector (desirable).

We have a newly created opportunity for an Income Maximisation Manager to join our fantastic Benefits, Debt & Money Advice Service at RBL. The role will be responsible for leading the delivery of the National Income Maximisation Service, providing line management, supervision and guidance to our new team of Income Maximisation Advisers working across the UK.

Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.

This role will see you leading the setup and delivery of the Income Maximisation Service, establishing processes, pathways, and ways of working that can be tested and improved to ensure delivery in line with nationally agreed standards and best practice guidelines.

Reporting to our Head of Welfare BDMA (Benefits, Debt and Money Advice), key areas of responsibility will include:

- Co-ordinating the allocation of resources and planning of support activities within the Income Maximisation Service, ensuring person centred support is provided.
- Overseeing caseload allocation and monitoring referral volumes.
- Carrying our regular quality assurance and compliance checks, including staff observations, file reviews, checking the accuracy of advice given.
- Managing the Income Maximisation team including recruitment, induction, identifying training needs, ensuring appropriate training is undertaken and that relevant policies, practices and procedures are adhered to.
- Ensuring that individual cases are allocated and supported in an integrated way that best meets the beneficiaries’ needs.
- Keeping abreast of, and implementing, changes in social welfare law relevant to benefits and broader income maximisation.
- Liaising and working with local statutory bodies, national representatives, and other organisations as appropriate.

You will bring demonstrable experience of leading, managing and developing high performing Benefit or Income Maximisation teams across England and Wales and will have significant knowledge of the full range of welfare benefits available. You will have a solid understanding of statutory and discretionary support available to people from Central Government, Local Authorities, Energy companies and other advice charities and will be keen to utilise this experience to start and grow a new team in our national charity.

You will be contracted to your home address and will primarily work remotely from there, with occasional travel for regional and national staff and team meetings.

Employee benefits include -

- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Enhanced paid maternity, paternity and adoption leave
- Generous pension contributions, with Employer contributions ranging from 6% to 10%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!

For more detailed information about the role, please see the Vacancy Information Pack attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.

As part of our commitment to inclusion, we offer guaranteed interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.

We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role. Interested candidates are encouraged to apply as soon as possible.

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. 

Role purpose

• To provide Energy & Money advice to clients 

• To provide advice on how to deal with Energy Debts 

• To provide a high-quality advice and support services 

• A Benefit Calculation as part of Income Maximisation

• Energy Efficiency support & advice 

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

•  Negotiate with third parties as appropriate. 

• Switching energy providers 

• Information and support on the Priority Services Register

• Check eligibility and provide Information about the Warm Home Discount 

• Any other possible Schemes / Grants available that can support the client with their energy issues

• Provide Advice on energy complaints and processes 

• Smart Meter information / advice

• Carbon Monoxide Awareness

• To provide Financial Capability and Income Maximisation advice to clients. 

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

• Ensure quality standards are met. 

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

• Undertake service delivery at Outreach venues as required. 

• Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate.

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

Advice 

• To provide Energy & Money advice to clients on energy issues

• To provide advice on how to deal with Energy Debts, looking at wider debt issues and options, making referrals or taking action as appropriate. 

• Provide General Advice and assisted information to clients on energy issues

• Empower clients to act on advice and information provided 

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

• Negotiate with third parties as appropriate. 

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

• Provide advice and assistance to other staff across the whole range of advice issues. 

• 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. 

• Ensure that all work conforms to the organisation's systems and procedures. 

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. 

Professional development 

• Keep up to date with legislation and undertake appropriate training. 

• Read relevant publications. 

• Attend relevant internal and external meetings as agreed with the Team Leader and/or Line Manager. 

• Assist with Service initiatives for the improvement of services. 

Administration 

• Review and make recommendations for improvements to Citizens Advice services. 

• Maintain local information systems. 

• Use IT for statistical recording, record keeping and document production. 

• Keep up to date with policies and procedures relevant to organisational work and undertake appropriate training. 

• Attend internal and external meetings as agreed with the Team Leader and/or Manager.  

• Maintain close liaison with relevant external agencies. 

Other duties and responsibilities 

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

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

• Abide by health and safety guidelines and share responsibility for your own safety and that of colleagues. 

Person specification

• Experience of providing Advice. 

• Effective oral communication skills with particular emphasis on negotiating and representing. 

• Effective writing skills with particular emphasis on negotiating, representing and preparing reviews, reports and correspondence. 

• Ordered approach to workload and an ability and willingness to follow and develop agreed procedures. 

• Understand the issues involved in interviewing clients. 

• Numerate to the level required in the tasks. 

• Ability to prioritise own work, meet deadlines and manage caseload. 

• Ability to use IT in the provision of advice and the preparation of reports and submissions. 

• Ability to monitor and maintain own standards and work as part of a wider team 

• Understanding of and commitment to the aims and principles of the Citizens Advice service and its equality and diversity policies. 

Desirable Criteria

• Experience of providing General, Energy or debt advice would be desirable. 

• Experience of working to targets

• Experience of working in the voluntary sector would be desirable. 

• Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively 

• Demonstrate understanding of social trends and their implications for clients and service provision 

• Have access to a vehicle and be willing to travel

1 post available

Location: Doncaster - linked to Sheffield Hub

This can be a hybrid role based on service demands

Salary: Solicitor - Grade 5 - £38,724 or Grade 6 - £44,323 depending on experience or Paralegal Grade 3 - £32,585 per annum

Hours: Full time - 35 per week

Contract: Permanent 

Closing date: Sunday 17th May 2026 at 11.30 pm

Join Shelter as a Housing Solicitor or Paralegal, in our mission to drive systemic change and fight for Justice.

If you are a dedicated legal professional with a strong commitment to addressing the housing crisis, we welcome you to apply for this role.

At a time when the housing emergency continues to deepen, your experience could help transform lives and challenge the systems that perpetuate injustice. Come and play a central role in our mission to defend the right to a safe, and secure home.

Working with Shelter means being part of a passionate team that believes a safe home is a fundamental right. Here, your legal skills don’t just change lives - they shape a fairer housing system.

About the roles

Based with our partner organisation, Doncaster Housing for Young People, you will ensure you deliver high quality legal services through casework, the Housing Loss Prevention Advice Scheme and ensuring Legal Aid contract requirements and performance targets are met.

Solicitor

You will challenge unfair housing practices and systemic causes of homelessness through strategic casework and litigation. Working closely with our Sheffield team and the Managing Solicitor to strengthen housing rights awareness across the region, you will support Legal Advisers, ensuring high professional standards and compliance.

Paralegal

You will help our solicitors to maintain an active caseload, enabling our clients to enforce their housing rights. Your role will be varied and will include taking instructions and witness statements, drafting letters, making applications, providing court representation and making sure time recording and income targets are met. Please note this role is being advertised as a Paralegal but on appointment the job title will be Legal Adviser.

About You

For the Solicitor role, we are open to newly qualified candidates with a demonstrable interest in social justice, as well as those who have 3+ years PQE and a strong track record in housing law and Legal Aid work. You will have experience or a demonstrable interest in legal practice in the private or not for profit sector with experience of working on a wide range of housing cases, knowledge of legal aid, housing, homelessness and welfare law. You have the ability to research, write reports, time record and meet financial targets, as well as meeting or be willing to develop to meet the Housing Supervisor Requirements (September 2023).

For the Paralegal role you will need a good understanding of litigation work, be able to carry out legal research and provide a good standard of professional service and client care. You will have excellent communication skills, both in writing/drafting and face-to-face along with proficiency using case management systems and time recording, as well as the ability to manage your time and workload. If you have housing law experience and knowledge of Legal Aid/ CCMS this would be an advantage. You enjoy collaborating as part of a team, respond quickly and positively to change and are not afraid to challenge the status quo and introduce new ideas when appropriate.

Benefits

We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme.

About The Team

Our legal Teams (Managing Solicitors, Solicitors, Legal Advisors and Trainees) are based throughout our England hubs. We are currently based in London, Plymouth, Bristol, Norwich, Birmingham, Manchester, Merseyside, Lancashire, Sheffield and Newcastle.

We are enthusiastic, driven and champions for fighting housing injustice. Whilst generating an income, we also address the housing crisis.

You will be part of an existing multi-disciplinary team that offers housing and homelessness advice and support across South Yorkshire. It consists of a solicitor led legal team providing advice and representation, and an advice service providing advice, support and guided self-help to people with housing, debt or welfare benefit issues. There is also a committed and skilled team of volunteers that offer peer support, mentoring and more general volunteering, adding significant value to our core service offer.

About Shelter

Home is a human right. It’s our foundation and where we thrive. Yet everyday millions of people are being devastated by the housing emergency.

We exist to defend the right to a safe home. Because home is everything.

We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve.

Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist.

How to Apply

Please submit your CV with a supporting statement with responses to the 'About You' points 1-7 outlined in the job description of no more than 1000 words. Please provide specific examples following the STAR format and ensure you demonstrate how you address the behaviour below throughout your responses:

• We prioritise diversity and have an inclusive and open mindset

Safeguarding Statement

Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies.

Recruitment Agencies

Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.

Join our dedicated team and play a key role in shaping the learning, development, and success of staff and volunteers across the organisation. This is an exciting opportunity to lead and embed a culture of continuous learning that directly supports high-quality services and positive outcomes for our clients.

As Training & Development Manager, you will design, develop, and deliver a comprehensive training and development framework that supports the skills, confidence, competence, and progression of both staff and volunteers. Working collaboratively across the organisation and with partner agencies, you will ensure learning and professional development are embedded into everyday practice, strengthening quality, consistency, and organisational culture.

You will lead on creating a proactive training strategy aligned to the organisation’s operational goals and values, ensuring all learning and development activity contributes to the wider vision and objectives of the organisation. This role is ideal for someone passionate about developing people, driving engagement, and creating meaningful opportunities for growth and professional development.

We are seeking a creative and conscientious communications leader with exceptional attention to detail and demonstrable expertise in developing and delivering high-impact strategic communications outputs in the international development or third sector. We are a relatively small team and are therefore looking for someone who is both highly strategic and able to see the ‘big picture’, while also being happy getting stuck in at an operational level to ensure timely, on-budget delivery of outputs. Experience of working with or within networks or membership organisations would be a particular asset in this role. It is also important that you are comfortable working across all areas – from digital, to design, to publishing, to events – as well as being an exceptional project manager, confident liaising with a range of partners and stakeholders at different levels, and an experienced line manager.

The Global Distributors Collective (GDC) is in an excellent position, with a strong track record of delivery and impact, a solid funding pipeline, and a clear 2026-30 strategy. High-impact communication crosscuts the entire GDC programme and is essential to ensuring that beneficial products can be made affordable and available to all. As Communications Manager (maternity cover), you will therefore need to both hit the ground running to deliver our ambitious schedule of upcoming communications activities – from in-person and online events, to high-profile research, publications, and digital outputs – as well as to work proactively with the Head of GDC, Bopinc team, GDC strategic advisors, and fellow communications colleagues to shape and embed communication activities across a range of new projects that are kicking off in 2026-27.

About Practical Action and the GDC

Practical Action is an international development organisation putting ingenious ideas to work so people in poverty can change their world. For the past eight years, Practical Action has been hosting and building the Global Distributors Collective (GDC): a collective of 300 last mile distribution companies that cumulatively reach millions of the poorest consumers in the world with beneficial products like solar lanterns, water filters and improved cookstoves. GDC activities are delivered in collaboration with strategic and implementing partner Bopinc.

The GDC provides a collective voice for distributors to ensure their priorities are heard; drives research and innovation across the sector; facilitates the exchange of information, insight, and expertise; and provides critical services that leverage economies of scale.

Moving into our 2026-30 strategy phase, we are proactively shifting from creating and setting up advisory services and tools that support last mile distributors to embedding and scaling these initiatives. Specifically, we will focus on four key strategic pillars:

· Unlocking finance: Prepare more last mile distributors (LMDs) for investment and help to unlock country-level financing mechanisms and create LMD-focussed debt facilities. 

· Strengthening business performance: Deliver training, shared services, and data tools that reduce business costs and improve efficiency, in scalable formats.

· Scaling innovation: Identify, test, and replicate high-value business innovations and remove eco-system barriers.

· Shaping systems and local leadership: Build local chapters and influence global and national agendas so LMDs are visible, valued and represented. 

About you

We are looking for a go-getting, ambitious and proactive communications specialist who is ready to lead the GDC communications team to deliver a range of high-impact, top-quality, communications activities over the next 12 months. To succeed in this role, you must be a communications all-rounder, an experienced line manager, and an excellent written and verbal communicator with exceptional attention to detail, robust project management and interpersonal skills. You will be a strategic thinker with the ability to multitask, work independently and adapt in a fast-paced environment, while also being willing to “muck in” in our relatively small team. Depending on where you are based, demonstrable experience of managing remote staff will be important; as will the ability to thoughtfully support and coach team members to achieve their full potential.

Why join us?

This is the opportunity to lead a globally recognised initiative driving innovation and impact in last mile distribution. At Practical Action, you will be part of a values-driven organisation committed to reducing poverty and inequality through sustainable, practical solutions. You will work alongside passionate colleagues and partners, contributing to meaningful change for communities around the world. We offer a collaborative and inclusive working environment that supports learning, innovation, and personal growth.

We treat all applications for employment on their merits and do not take into consideration any factors that are not relevant to the job such as disability, race, age, religion, gender, gender reassignment or sexual orientation. Practical Action is committed to safeguarding and protecting children and vulnerable adults and as such candidates will be subject to pre-employment checks including criminal checks and terrorist financing.

Additional information

We are seeking candidates based in ether Kenya or the UK. The successful applicant must have the pre-existing right to both live and work in the country in which they will be based. Please note this is being recruited as a 12-month fixed term contract. Hybrid working pattern; if UK-based, the role could be predominantly home based

To apply please submit a copy of your CV and supporting that includes the answers to the following questions:

1. Why do you consider yourself a strong candidate for the role of GDC Communications Manager at Practical Action?

2. What most excites you about working on the Global Distributors Collective programme?

3. What do you think would be your biggest strength and steepest learning curve in this role?

Data Services Manager

Permanent

Salary: £44,000 - £47,000 per annum, plus benefits

London N1

Full time – 37.5 hours a week 

We're a hybrid working employer, meaning you're required to come into the office at least 2 days per week currently Tuesday, and Wednesday or Thursday.

The role is being advertised as full-time, but we would consider someone working 4 days per week pro rata.

 

Closing date: 5pm, Friday 29th May 2026

First Interviews: Tuesday 9th June 2026

Second interviews: Tuesday 16th June 2026

 

An exciting opportunity for a Data Services Manager has arisen at World Cancer Research Fund (WCRF). 

WCRF is the UK’s leading cancer prevention charity focusing on the link between cancer and risk factors such as diet, body weight and physical activity. 

We are seeking a Data Services Manager to lead and be responsible for the management, use and maintenance of systems and in-house CRM databases to support the achievement of the charity’s fundraising strategic objectives. You will be analysing and reviewing data and reporting on results that can then be used to build engagement with our supporters.You will also be responsible for a team of two people. 

The successful candidate will have proven experience of working with industry standard fundraising software solutions in the charity sector, ideally have knowledge of Claris Filemaker products and will have experience of creating new, and maintaining and updating existing, complex database systems.Experience of creating scripts and troubleshooting existing scripts is key, along with considerable hands-on experience of working with complex data sources, transfers and imports. An understanding and working knowledge of Data Protection regulations is required. 

Application Details:

If you are interested in this role and feel you possess the necessary requirements, please submit a current CV and covering letter (maximum 2 pages) by the closing date. You must have current right to work in the UK.

Please note: Your cover letter should highlight how your skills and experience will benefit WCRF and equip you for the role.

Due to the high volume of applications we receive, we are only able to provide feedback to shortlisted candidates. If you do not hear from us within 14 days of the closing date, please assume your application has been unsuccessful on this occasion.