Debt quality advice manager jobs

Location: Hybrid working including home working and Citizens Advice Camden service delivery and outreach locations
Start Date: As soon as possible

About Citizens Advice Camden

We are a well-respected local charity with more than 85 years’ experience of delivering free, independent and impartial information, advice and casework services which meet the changing needs of local residents. Our aims are to provide the independent, impartial, confidential and free advice people need for the problems they face and to improve the policies and practices that affect people’s lives.

We target our services at the most vulnerable in our community. Our client profile closely matches local indices of deprivation with most of our clients coming from the most deprived wards in the borough. We identify trends to ensure our services remain agile and able to respond to changing and emerging advice needs.

Role Purpose

The Camden Food Mission is a new service designed to deliver advice in food settings across Camden. This service is a direct response to local food insecurity across the council. It will deliver a floating advice service embedded primarily within food support locations, aiming to reach people who would not otherwise access advice services. The service will focus on stabilising income, managing debt, and reducing reliance on crisis provision.

The project will be delivered through a mix of face-to-face, telephone, and digital channels. Face-to-face appointments will be held in community food locations, with an emphasis on a flexible, visible presence to maximise reach.

We are recruiting a full-time debt adviser to join this project, to work alongside an established and experienced generalist adviser.

Ideally, you will be an experienced money adviser, and able to deliver high quality debt advice and on-going casework to clients. You will be an approved DRO intermediary or be willing to work towards becoming a DRO Intermediary by completing the relevant training. You should also hold the IMA Certificate of Money Advice Practice (CertMAP) or be willing to work towards obtaining this. The CertMAP and DRO Intermediary status are prerequisites to be considered at Senior Level.

Role Profile 

• Provide debt advice and specialist casework that is in-depth and complex and covers the full range of debt advice.
• Work to achievable targets in line with the criteria set by the funder.
• 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.
• Research and explore options and implications so that clients can make informed decisions. Act for clients where necessary using appropriate communication skills and channels.
• Advise clients who are eligible for a DRO of the possible implications, duties and obligations and complete and submit DRO applications on their behalf.
• 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.
• Ensure that all work conforms to Financial Conduct Authority standards, the Advice Quality Standard and the requirements of the funder.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.Liaise with advice partners to set up and deliver advice sessions in community outreach locations as required

To apply, complete our application form and online application process on our website.

Closing deadline for applications is: 9.00am on Monday, 13 July 2026

CVs are not accepted. 

Interview date:w/c 13 July 2026

Citizens Advice Camden is an equal opportunities employer. We encourage applications from all sections of the community.

Citizens Advice Hounslow is a well-established charity serving the London Borough of Hounslow. We work to make a meaningful difference in the lives of people who come to us for support. Our high-quality, agile advice service responds to the issues and needs of our community, always putting people first. Thanks to our dedicated team of staff and volunteers, we support over 16,000 clients each year through our face-to-face, telephone and digital services.

We are looking for an experienced Debt Caseworker to join our team and help meet the growing demand for debt and income‑maximisation advice within our service. In this role, you will guide and empower clients to understand their options, while also taking direct action on behalf of those who are particularly vulnerable. This includes negotiating with creditors to prevent escalation and protect clients from further financial harm.

You will assess each client’s situation in depth, identifying the most appropriate strategies to resolve their debt issues while exploring every opportunity to maximise income. Through practical support and casework, you will take the necessary steps to halt creditor action, prepare accurate financial statements, make repayment offers, and apply strategies to reduce, write off and manage debt effectively. Alongside this, you will provide budgeting guidance to help clients regain control of their finances and build long‑term stability. Your ability to work confidently with third parties—including local authorities, bailiffs, landlords and lenders—will be essential in preventing enforcement action and resolving arrears.

We will offer the right candidate a generous salary with other benefits such as annual season ticket loans, cycle to work scheme, generous annual leave and the opportunity to develop professionally. You will be part of a warm and friendly work culture where opinions are valued.

For more information about the role please download the Job Description and Person Specification from our website via the Apply button.

Please note: We are unable to respond to applicants who have not been shortlisted.

We offer a range of employee benefits, including generous annual leave, pension contribution, and training and opportunities to continue your professional development.

We consider applications from all applicants who meet the person specification irrespective of sex, gender reassignment, marriage or civil partnership status, pregnancy and maternity, sexual orientation, race, religion or belief, age, or disability.

TPP Recruitment is supporting a small, community-based charity to recruit an Interim Advice Manager on a fixed-term basis. This Interim Advice Manager role is a brilliant opportunity to lead a vital service supporting people facing real hardship, while also shaping systems, quality, and service development during a period of change.

Details
 

• Salary: £36,565 FTE (£29,252 pro rata)
• Location: Brent, Northwest London
• Working Pattern: 32 hours across 4 days (Monday–Thursday)
• Working arrangements: Hybrid (2 days per week on site)
• Contract: Fixed term to 20th April 2027

 
 
About the Organisation

This is a frontline charity tackling poverty and food insecurity and supporting people to move from crisis towards longer-term stability. The organisation’s advice offer is a key part of that support, delivering timely, high-quality guidance to people navigating complex challenges.
 
 
About the Role

As Interim Advice Manager, you’ll manage an advice service across multiple sites, leading staff and volunteers who deliver advice on benefits, housing, debt and immigration. You’ll combine hands-on delivery (including a small caseload) with oversight of quality, compliance, and continuous improvement. You’ll work closely with senior colleagues, including the Head of Advice, to help implement new initiatives and strengthen the service’s impact
 
 
Key Responsibilities
 

• Lead day-to-day delivery of the advice service, including setting objectives, managing performance, and providing supervision and feedback to staff and volunteers
• Hold a small caseload to stay connected to frontline delivery and community needs
• Maintain high-quality, compliant advice provision, ensuring delivery aligns with funder expectations and internal standards
• Use case management systems to report on cases and outcomes, supporting funding needs and future applications
• Drive service development, reviewing procedures, improving systems, and supporting expansion aligned to organisational strategy
• Undertake quality assurance activity (including case checking and advice audits) and keep colleagues informed of relevant policy/legislation changes
• Support effective volunteer management, including induction, support, supervision and retention activity
• Contribute to budgets, monitoring, evaluation, stakeholder feedback, and action planning to strengthen service effectiveness
• Work within the Advice Quality Standard (AQS) framework, ensuring policies and procedures remain current and audit-ready

 
 
Skills / Experience Required
 

• At least 3 years’ experience in welfare advice or casework within the charity sector
• Strong people management experience (including supporting and developing staff/volunteers)
• Strong project/service improvement experience, with confidence managing competing priorities
• Knowledge across welfare benefits, housing, debt and/or immigration, plus safeguarding understanding
• Confidence using case management systems and using data to inform reporting and improvements
• Experience of the Advice Quality Standard, work with refugees and asylum seekers, and/or community language skills (e.g., Arabic, Farsi, Somali) – desirable

 
 
To Apply

• If you’re ready to inspire others and be part of a team dedicated to saving lives, we’d love to see your CV!

 
 
Interview Process

• Stage 1: informal screening call (fit, motivation, and values alignment)
• Stage 2: formal in-person interview

 
 
Deadline for Applications

• Monday 1st June 2026, 9am

 

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

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.

Directorate 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.

Job purpose

The Director of Advice Services provides strategic leadership for Toynbee Hall’s Advice Services Directorate, ensuring the delivery of high-quality, accessible and impactful services that support people experiencing poverty, financial hardship, social exclusion and inequality.

Scope of role

The Interim Director of Advice Services is responsible for the strategic and operational leadership of all Advice Services delivered by Toynbee Hall.

This includes direct delivery services, partnership programmes, grant-funded projects and commissioned contracts delivered across community, healthcare and criminal justice settings.

The postholder will oversee a complex portfolio that includes:

• Debt advice and financial wellbeing services
• Welfare benefits and generalist advice services
• Legal advice services including employment and housing
• Welfare benefits services for customers with cancer
• Ministry of Justice-funded prison-based advice services
• Future commissioned, grant-funded and partnership programmes

Key Responsibilities

Strategic Leadership

• Lead the strategic direction and development of the Advice Services Directorate.
• Contribute to organisational strategy and planning as a member of the Senior Management Team.
• Ensure services align with Toynbee Hall’s mission, strategic objectives and organisational priorities.

Financial Planning and Performance

• Work with Finance colleagues to develop budgets, forecasts and financial plans across the Directorate.
• Ensure services operate within agreed budgets and deliver value for money.
• Monitor financial performance across contracts, grants and programmes, identifying risks and opportunities.

Business Development and Growth

• Lead the development and delivery of the Directorate’s growth strategy.
• Identify new funding, commissioning and partnership opportunities.
• Lead the development of bids, tenders and funding proposals.

Contract and Partnership Management

• Provide strategic oversight of all contracts, grants and service agreements.
• Lead negotiations with commissioners, funders and delivery partners.
• Ensure effective contract management processes are embedded across the Directorate.

Service Portfolio Leadership

• Provide strategic oversight across all advice services including debt, welfare benefits, generalist advice, legal advice, Macmillan services and prison-based advice programmes.
• Ensure services are integrated where appropriate and provide a seamless client journey.
• Drive innovation and continuous improvement across all service areas.

Person Specification

Essential Criteria:

• Experience of leading large-scale advice, support, health, justice or community services and projects.
• Proven experience of business development, income generation and securing funding or contracts
• Experience of leading complex partnerships / multi-agency programmes.
• Experience of negotiating and managing significant contracts, grants and service agreements.
• Strong understanding of service quality, governance, compliance and risk management.
• Experience of budget management, financial planning and working with finance colleagues to support effective financial oversight.
• Ability to build relationships and influence at senior level with funders, commissioners, regulators and strategic partners.

Desirable Criteria:

• Experience of working within or alongside the Money and Pensions Service (MaPS)
• Experience leading within a senior Advice Services Directorate
• Experience in developing or delivering advisor training and technical supervision.
• Understanding of criminal justice or mental-health service environments.

Our Benefits

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, plus the 3-day Christmas shutdown

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
• Perk Box
• Life Insurance

Please refer to the attached job description for more details.

Are you ready to make a real difference in people's lives by providing specialist debt, benefit, and money advice? This is an exciting opportunity to join our dynamic team at the Royal British Legion. 

As a Benefits, Debt and Money Advisor you will provide expert guidance and practical support to individuals facing financial difficulties. Through face-to-face, telephone, and email interactions, you will offer tailored advice on legal rights, debt solutions, and benefits entitlements.

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.

In this role, you will:

- Provide specialist debt casework, ensuring compliance with FCA regulations
- Conduct benefit calculations and maximise income opportunities
- Provide specialist level welfare benefits casework including the preparation of written submissions and representation at first tier tribunal (full training provided when progressing to dual specialism)
- Advocate for clients by drafting letters, gathering medical evidence, and researching case law
- Maintain accurate case records for continuity, reporting, and analysis
- Build strong relationships with MOD, DWP, NHS, local authorities, and service charities
- Stay up to date with changes in debt and social security legislation
- Deliver a holistic, person-centred service, ensuring coordinated support
- Manage referrals and caseloads to provide timely assistance

What we’re looking for:

- Experience in debt advice and FCA compliance
- Knowledge of welfare benefits and benefit calculations
- Ability to manage your own caseload
- Proficiency in Microsoft Office and case management systems
- Money Advice Practice Certificate (or equivalent) or debt advice experience

RBL offers a holistic Benefits & Debt advice service, with the expectation that the successful candidate will develop knowledge, skills & experience in welfare benefits (full training and supervision provided) to be able to support clients in challenging social security benefit decisions via the appeals process. What makes us unique:

-  Self-funded: We don’t bid for external funding, we are not subject to funding constraints or time limits, and we are not bound by external targets.
-  Holistic: We are not limited to a specific amount of time per case, and we always want to support the whole person. We have our own services which support with areas such as drug and alcohol, homelessness, and dementia and importantly, we provide funding directly to pay off priority debts and insolvency fees.  Our services can change people’s lives.
-  Connected: We work from home as part of a strong Regional & National team and manage our own diaries accordingly.
-  Dynamic: We pride ourselves on our learning & development, constantly improving our expertise through training to ensure we are providing the best quality service to those we support. 

The role is homebased with occasional travel required throughout East and West Midlands. Living within this region, having a driving licence and access to your own vehicle is essential in being able to undertake this role. This will include travel to tribunal locations and home visits. In addition, travel to team meetings and training, usually in London, is required. You may also be required to attend national BDMA Service annual events held across the UK. We do cover travel expenses. 
This position is also subject to pre-employment checks including an Enhanced DBS check.

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 Job Description 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.

Closing Date: 26th June 2026
Interview date: w/c 6th July (TBC)
 
We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.

About The Company

Since 1921, the Royal British Legion has been dedicated to supporting members of the Armed Forces community, and we will continue to be there for as long as we are needed, ensuring their unique contribution is never forgotten.

As the UK's largest Armed Forces charity, we are proud to have over 180,000 members, 110,000 volunteers, 1,900 employees, and a wide network of partners and charities working together to provide lifelong support, whatever the need and whenever it is required.

We are committed to supporting our people through flexible and hybrid working where possible, a strong focus on wellbeing, and opportunities to develop skills and grow careers while making a meaningful impact.

Visit our Careers Page to discover more about the Royal British Legion, including our departments, employee benefits, values, candidate guidance, and the strategy that underpins our work and impact.

Money and Employment Caseworker (Mental Health)

Location: Sheffield – Gleadless & Heeley
Hours: 35 hours per week
Salary: £26,457 - £28,500 based on experience
Contract: One Year Fixed Term
 

Join us and help change lives in your community

At Mental Health UK, we believe everyone should be able to live a fulfilling life, with the right support at the right time. Our Money & Employment teams help people across Sheffield to manage financial challenges, access specialist advice, and move closer to meaningful paid employment — all while navigating the realities of mental health difficulties.

We’re now launching an exciting new pilot within the Sheffield 24/7 mental health partnership, and we’re looking for a passionate and skilled Money and Employment Caseworker to join us.

If you’re committed to improving people’s financial wellbeing, understand the barriers created by mental health, and want to make a real impact locally, we’d love to hear from you.

About the role

This unique role blends specialist money advice with employment support using the IPS (Individual Placement and Support) model. You’ll work one-to-one with people who are experiencing mental health challenges, helping them stabilise their financial situation and take steps towards sustainable paid work.

You’ll be based within the community in Gleadless and Heeley, working closely with mental health professionals, local partners, and employers to provide early, accessible support that prevents crisis and supports recovery.

You will:

• Deliver high-quality money advice, including debt casework, budgeting, income maximisation and welfare benefits support.
• Complete holistic assessments to understand clients’ financial, wellbeing, and employment needs.
• Support individuals to progress towards paid employment using the IPS approach.
• Build strong relationships with local employers, referral routes and community services.
• Maintain accurate casework records and uphold quality, safeguarding and compliance standards.
• Contribute to ongoing learning and service development within this innovative pilot.

About you

We’re looking for someone who is motivated, compassionate, and confident working both independently and as part of a wider team.

You’ll need:

• Accredited or recognised training in money advice (e.g. IMA or Wiser Adviser).
• Experience delivering debt casework and ideally providing welfare benefits advice.
• Strong understanding of the link between financial wellbeing, employment, and mental health.
• Excellent communication and relationship-building skills.
• Ability to work flexibly in community and remote settings.
• Experience using electronic case management systems.

It would be great if you also bring:

• Accreditation with the Institute of Money Advisers (or willingness to work towards it).
• Experience in supported employment or knowledge of employment legislation.
• Experience working in mental health services or lived experience of mental health challenges.
• Skills in assessing risk and developing support plans.

Why join Mental Health UK?

You’ll be part of a supportive, forward-thinking organisation that puts people with lived experience at the heart of its work. We offer ongoing training, regular supervision, opportunities for progression, and the chance to contribute to a truly meaningful pilot programme that will shape future service delivery.

Ready to apply?

If you’re passionate about empowering people severely affected by mental illness, and you have the skills to support both financial stability and employment aspirations, we’d love to hear from you.

Apply today and help us create a future where everyone can thrive.

This role offers the unique opportunity to make a tangible difference in the lives of individuals facing financial challenges, providing them with the guidance, support, and tools they need to navigate complex debt issues. 

Annual Leave: 28 days plus Bank Holidays (part time pro-rata) 

Location: Sefton, Merseyside 

Pension: 7% (If you pay at least 1% salary contribution we top up to the required 8%) 

What we offer to our staff

• A contribution of 7% of your salary into a Stakeholder Pension 
• Consideration for Hybrid working options 
• Professional and advice sector recognised training 
• Cycle to work scheme. 
• Free VDU eye care test 
• Employee Assistance Programme 

We are looking for a dedicated and knowledgeable Welfare Benefits Caseworker Supervisor to join our team at Citizens Advice Sefton. This is a key role supporting both clients and colleagues by delivering high-quality benefits advice and providing technical supervision and guidance to team members. 

You’ll work directly with clients to help them navigate complex welfare benefit issues, manage appeals, and ensure their entitlements are maximised. Alongside your casework, you will provide day-to-day support to advisers and caseworkers, offering technical guidance, quality assurance, and mentoring to ensure excellent standards across the service. 

You will help maintain a strong team culture, contribute to service development, and ensure that our work continues to meet Citizens Advice quality standards and the needs of our local community. 

This is a great opportunity to join a well-established local charity with a supportive team of advisers and caseworkers who are committed to making a real difference in people’s lives. 

92% of our clients agree or strongly agree that they would recommend our advice service to others. 

If you have in-depth knowledge of welfare benefits, strong interpersonal skills, and experience supporting others in an advice setting, we would love to hear from you. 

Application is via online application form on our website. 

Please note: Closing date for applications: 26th June 2026 - 6pm 

In-person interviews to be held: Week commencing 29th June 2026 

This is a joint venture between Citizens Advice Woking (CAW) and i-access, the drug and alcohol community service which offers specialist assessment, support, and treatment to people in Surrey who want help with their drug and/or alcohol use. The role is fixed term to the end of March 2027, but it is hoped that it will continue, subject to funding. 

We are looking for a highly motivated person to join our specialist team. It is essential that the applicant has recent experience of advising clients, at Citizens Advice or another comparable organisation. 

You will need to demonstrate that you can cope with a demanding caseload and that you are able to monitor and manage your own caseload to meet deadlines. The successful candidate will be required to work with i-access service users, either remotely or in person, the role is to provide information, advice, and casework in all areas of generalist advice, but particularly in the areas of welfare benefits, debt, and housing. Patience and empathy are essential. 

The i-access adviser will need to travel to the three i-access locations in Guildford, Redhill, and Chertsey as well as to CAW’s office in Woking. It's likely the role will also entail working remotely from home, which will require a confidential work space and reliable Wi-Fi.

We will 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. 

The Citizens Advice service values diversity promotes equality and challenges discrimination. We encourage and welcome applications from people of all backgrounds. We particularly welcome applications from disabled and Black, Asian, and Minority Ethnic people, as they are currently under represented in our workforce. 

For more information about the role and how to apply, please see the job pack. 

ROOTED FINANCE

Rooted Finance is a pioneering specialist debt and financial inclusion Charity based in London. We’re committed to making money and debt advice accessible, for everyone.

The people we work with come from all walks of life and so do we.

We employ advisers from all backgrounds, not just because it’s the right thing to do, but because we are the communities we serve. We provide quality debt and money advice services to help clients manage their finances and debts, protect their essential services; and safeguard their income and priority needs. Our services have never been more needed in an uncertain financial environment.

Rooted Finance is expanding its team and is looking for a full-time Money Guidance Officer. This is an exciting opportunity to join a dynamic and supportive team at a pivotal moment in our growth.

We are looking for someone who enjoys providing a first-class client satisfaction and support service. You will work closely with our Advice team to ensure clients are accessing support through engagement activities and that they are able to progress their debt advice journey smoothly.

You will be the interface for advisers to ensure documentation and tasks are completed in a timely manner or the clients you are supporting. The post-holder will need to be comfortable interacting with a variety of audiences – advisers, clients and partner organisations, and enjoy supporting people to progress through their advice journey.

You will have strong administrative, research and data skills, excellent communication and critical-thinking skills, and should be flexible and capable of working independently and as part of a team.

The post holder will be part of a small team and need to be a proven self-starter. The team language is English, and Rooted Finance is an Equal Opportunities employer.

JOB DESCRIPTION

Job : Title Money Guidance Officer

Salary: £28,000

Hours: 35 Hours per week 

Benefits: 25 days annual leave plus bank holidays Day of leave on your birthday Additional day of leave for each year of service up to 35 days 3% Pension contribution stakeholder pension £200 home-office equipment allowance Costco membership. Employee Assistance Programme Hybrid and flexible working arrangements available and agreed according to business needs 

Contract: Permanent/Fixed Term (subject to funding) 

Location: Rooted Finance delivers primarily an in-person service, postholder will be required to attend outreach locations/RF office. Hybrid arrangement with remote working will be incorporated where possible based on business demands.

Purpose of the Job

Rooted Finance provides client focused and impact driven services. The ability to provide first class advisory and casework services that impact individuals, and the communities they live in, is fundamental to the way in which Rooted Finance provides transparent and evidence-based services.

RF is looking for a proven self-starter to support our advice services and preventative initiatives. You’ll be passionate about working with people and committed to delivering a high-quality community engagement and support program. You’ll be adept at delivering comprehensive support to individuals within diverse community settings.

You will be confident in working with community members to grow and develop projects to reach isolated individuals. Working flexibly across dates (including occasional weekend working), times and locations, responding to project and community needs as required.

The successful candidate will have excellent interpersonal skills and be able to work flexibly with clients. You will be meticulous in your work, especially when supporting clients and maintaining case records for continuity of ongoing support. You will be trained and expected to keep up to date with regards to legislation, case law and policy changes relating to debt and a working knowledge of welfare benefits as directed by Line Manager.

Training and development

Rooted Finance will provide internal and external training as appropriate. Continued professional development is fundamental to the values of Rooted Finance in building capacity amongst its team members.

Reporting

The post holder will report directly to the Advice Manager of Rooted Finance

Role Requirements

This role aims to address the additional barriers and needs faced by overindebted individual, ensuring they are supported in navigating these challenges and can focus on the debt advice process effectively. As a Money Engagement Officer you will work across our various community partners, delivering money mentoring support and income maximisation services to local communities with the aim of promoting financial resilience and wellbeing. You will also provide assist in collecting essential documents and information for advisers to progress their cases. You will maintain accurate client and project records and contribute/support Manager(s) with effective project monitoring and reporting. You will capture learning to share with project stakeholders to help inform Rooted Finance’s wider approach to financial inclusion services.

Key functions and impact of the role will include;

Outreach and Engagement: Actively engage overindebted individual through various outreach initiatives such as community events, workshops, and partnerships with local organisations to raise awareness about debt advice to encourage individuals to seek help early and facilitate this through practical 121 support.

Support and guidance: Provide ongoing support needs to keep people with money worries engaged in the debt advice journey. Often people struggling with money worries have additional barriers and needs, this role focuses on the 'support function' which will be available to help people navigate barriers so they can focus on the specialist debt advice needed and offered through Rooted Finance and other support services.

Referral and Collaboration: foster a cohesive relationship to build partnerships and to collaborate with debt advice services, community organisations, and other stakeholders to facilitate referrals and ensure a seamless transition into debt advice services. Maintain strong partnerships with service providers to enhance accessibility and support for individuals in need.

Empowerment and Education: Equip our services users by providing ‘digestible’ financial education, coaching, and advocacy to help them make informed decisions, improve their financial literacy, and build long-term financial resilience. Data Collection and Reporting: maintain accurate records of all outcomes, advocacy and support provided to all individuals, diligently record outcomes to track the effectiveness of the triage process and measure the impact of the engagement efforts on increasing access to debt advice and other services.

Duties & Responsibilities: The main duties will include

1. Work closely with RF advice team in identifying client’ needs to work together to implement a holistic approach to supporting individuals.

2. Manage a joint caseload with debt advisers to ensure successful engagement in the debt advice journey, monitor progress and maintain diligent records across all systems

3. Working closely with advisers to support their more vulnerable clients

4. Delivering both 121 and group sessions to build individuals’ financial knowledge and resilience.

5. Increasing the visibility and awareness of the advice services through external events and roadshows

6. Develop and maintain good working relationships with clients to facilitate engagement in debt advice journey by explaining and outlining what debt advice offers, support to engage in attending debt advice appointment, follow up with obtaining required documents, make effective referrals for additional services and provide on-going support.

7. Draw up a personalised plan supporting clients to access and engage with the extensive range of support available in the community. Actively connect clients with a wide variety of services through signposting for additional help around health, wellbeing, housing, welfare, immigration, social support and financial advice. 

8. Identify aftercare support to help individuals increase their ability around ongoing financial capability and literacy skills and to reduce further and future financial exclusions

9. Working with, and recruiting clients to, our Lived Experience Steering Committee

10. Provide one to one/group sessions to encourage and increase engagement in the debt advice service

11. Develop marketing and creative initiatives to promote and engage with service users to increase uptake in debt advice service and increase full journey completion.

12. Ensure all project monitoring requirements are adhered to and all learning (including risks and opportunities) is captured and recorded in a timely manner.

13. Perform consistent impact measurements on project components, including undertaking financial wellbeing checks before, during and after, beneficiary engagement with RF service in a non-intrusive manner

14. Actively participate in team meetings and work with colleagues and beneficiaries to further develop the project

15. Maintain effective communication between colleagues, stakeholders and beneficiaries at all times.

16. Undertake recommended and self-identified ongoing training and development to ensure gaps in knowledge/skills are acquired to meet requirement of the role and quality assurance processes in timely manner as directed by Supervisor/LM.

17. Work to an agreed work-plan, meeting targets on time and all required KPI

18. Work collaboratively to share good practice in performance and quality improvement with fellow advisers/wider team.

19. Ensure that all services comply with equal opportunities and other relevant policies and quality standards and good practice as outlined in organisational policies.

20. Ensure all work is fully compliant with Rooted Finance policies and procedures and Quality Standard

21. Ensure data protections regulations are adhered to and office procedures followed

22. Abide by all Health & Safety at Work Act procedures

23. Adhere to policy and procedures around safeguarding vulnerable adults at risk

24. Demonstrable understanding and application of the provisions of GDPR

25. Behave in a professional manner at all times

26. Act as an ambassador for Rooted Finance, reflecting the objectives and values, and to always work in the best interests of the charity.

Other 1. Undertake additional tasks as defined by Advice Manager of RF and senior management team.

PERSON SPECIFICATIONS

Qualification 

Desirable: Educated to a degree standard or equivalent. 

Essential: Relevant professional qualification (i.e.CMA Connect Money Mentor training)/ or equivalent gained through experience Evidence of continued professional development 

Skills

Desirable: Excellent understanding of the principles and current best practice in debt, financial capability and financial inclusion.

Essential: Knowledge and understanding of the welfare benefit system and experience of advising customers on benefits.Understanding and commitments to the aims, principles, values and quality standards of Rooted Finance services. Awareness of, and ability to, understand and empathise with clients from a diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. Ability to use sensitive listening and questioning skills to get to the root of the issues and empower clients Ability to remain non-judgmental and apply active listening Ability to provide outstanding customer service Good communications skills – including written and personal presentation skills. Ability to give and receive feedback objectively and sensitively, and work as part of a team and be open to learning from others. Ability to manage own time and meet deadlines.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 Knowledge and experience of using case management systems to maintain accurate records Working in a small team and autonomously, experience of working in client facing role. A commitment to continuous professional development, including a willingness to develop knowledge and skills in advice topics

Experience 

Desirable: Experience of supporting and guiding junior team members (volunteer/trainee team members)

Essential: Experience of working directly in a community setting such as adult health and social care, learning support or information and advice settings Experience of gathering, providing and disseminating complex and sensitive information Experience of liaising with partner agencies; Excellent communication, negotiation and organisational skills; Commitment to working flexibly across all RF services, including evenings and weekends (TOIL applied)

OTHER:

This role will be subject to an enhanced DBS check Rooted Finance is registered with the Information Commissioner's Office and will process your personal data in accordance with the General Data Protection Regulation and Data Protection Act 2018. Please refer to our online Privacy Policy for more information on how your personal data will be processed and stored. This job description and personal specification does not form part of any contract.

An exciting opportunity to join our staff team and assist in providing funding that helps transform lives.

The Shipwrecked Fishermen and Mariners’ Royal Benevolent Society – “The Shipwrecked Mariners” for short – was founded in 1839 and operates throughout the British Isles. Our primary purpose is to provide financial help to fishermen, merchant mariners and their dependants, both retired and of working age, who are in need. The Society has over 1,200 regular beneficiaries and receives over 600 applications for assistance each year.

To help us continue to provide a great service to mariners and their families, we have an exciting opportunity for someone to join us in the role of Grants Officer.

Our grants provide practical support for individuals and families that are experiencing severe financial distress and help them stabilise their situation during times of crisis. All our grants are means tested and exclusively focussed on those on low incomes (with little or no savings). A significant number of our grants are provided to those in retirement, however we also support those who are unable to work because of accident, illness, disability, or for compassionate reasons, as well as those who struggling to find employment. Our grants are used to cover a wide range of needs but are primarily aimed at helping people maintain a reasonable and dignified standard of living. We also help those who are struggling with debts as well as providing immediate support to the dependants of seafarers who have died at sea or during accidents ashore.

We are offering this role on a full-time basis, with a minimum of 2 days per week (Tues and Weds) working from our Chichester office, but potential for home working at other times. Some travel will be required for the role, including occasional overnight stays.

To be our ideal candidate, you will be an experienced, self-starting administrator with excellent communication and IT skills and a great eye for detail. But, above all, you will have a clear understanding of and empathy for the challenges and vulnerabilities faced by those we are here to support. If you want to be part of a highly dedicated but relaxed and friendly team, who take great pride in supporting an often-neglected sector of UK Society, then we would love to hear from you.

To apply for this post, please click the ‘apply’ button below where you can send your CV and a supporting letter of no more than two pages of A4 (size 12 font).

Your supporting letter should be focused on:

• Demonstrating how your personal qualities and experiences are closely aligned with the person specification for this role and have previously contributed to positive outcomes in your place(s) of work.
• Examples of your experience related to the key duties and responsibilities of this role.
• Helping us understand how you align with our organisational purpose and have a genuine empathy for the individuals that we support.

The closing date for applications is midnight on Sunday 5th July 2026. We will notify those shortlisted for an interview by end of business on Sunday 12th July 2026 and hold face to face interviews on Monday 20th and Tuesday 21st July 2026. The preferred start date for this role is 24th August, but we’re happy to be flexible about this for the right candidate.

Candidates must have permission to work in the UK. Unfortunately, we are unable to sponsor visa applications.

The Shipwrecked Mariners’ Society strongly believes in building a diverse team which understands the issues facing its beneficiaries, including those which most affect the quality of life and aspirations of vulnerable individuals and their families.

The AI Engineer is a hands-on role where you’ll work across the full development lifecycle, from shaping ideas and building prototypes through to deploying production-ready solutions. You’ll play a key role in applying AI and modern software engineering practices to real-world service challenges. 

As AI Engineer, you’ll be part of a small, collaborative team, working closely with product, user experience and operational colleagues to deliver impactful, user-focused solutions. 

This role is predominantly home-based with occasional attendance at our Birmingham Office (minimum of four days per year).  However, during probation more frequent office attendance will be required to ensure you receive full support.  

What You’ll Be Doing 

• Designing and building applications and tools using modern engineering practices 

• Developing integrations, APIs and automation to support key services 

• Translating business and user needs into working technical solutions 

• Exploring where AI and automation can add value to real workflows 

• Building and testing prototypes, then iterating based on feedback 

• Supporting deployment and early-stage live running of new solutions 

• Collaborating with non-technical stakeholders to shape and refine ideas 

What We’re Looking For 

Core Experience 

• Strong background in software or application development 

• Experience working with Python and/or Microsoft technologies 

• Experience building and integrating APIs and services 

• Ability to deliver solutions end-to-end (design through to deployment) 

• Confident communicating technical concepts to non-technical audiences 

AI & Innovation 

• Good understanding of AI / Generative AI concepts and use cases 

• Interest in applying emerging technologies to solve real problems 

Nice to Have (but not essential) 

• Experience building AI-enabled features or tools 

• Knowledge of technologies such as RAG, vector databases or LLMs 

• Background in regulated, public sector or customer-focused environments 

• Experience working with CRM, contact centre or case management systems 

• Awareness of accessibility, data protection or service design principles 

What We Offer:   

We believe in taking care of our people, and we offer a great range of benefits, including:   

• 29 days annual leave plus bank holidays   

• A contributory pension scheme   

• Flexible hybrid working arrangement   

• Generous Life Insurance   

• Wellbeing days to support your mental health   

• A healthcare cashback scheme   

• Access to an Employee Assistance Programme  

• Working outside the UK (up to 30 days in a 12-month period)  

• Free on-site gym    

• Enhanced maternity pay    

Recruitment Process  

*We will review all applications after the closing date and contact shortlisted applicants thereafter** 

• Stage 1: informal chat  

• Stage 2: interview 

Accessibility and Adjustments  

We want every candidate to feel confident and supported. If you need any adjustments or have specific preferences during the recruitment process, just let us know and we’ll do our best to accommodate you.  

Important Information  

We will only use the data you supply to us for recruitment purposes, and it will be held for twelve months. For further details, please see our Privacy Notice for Job Applicants on our vacancies page.  

 Our Commitment to Inclusion  

 We take diversity seriously and are committed to creating a workplace that reflects the communities we serve. Our values: ‘We put people first, We support each other, We solve problems’ underpin our vision to be a place where everyone feels welcome, respected, and empowered to bring their authentic selves to work. We warmly welcome applications from all backgrounds.  

Do you have extensive experience and understanding of working with children, young people and/or vulnerable adults – including the crucial ability to build and maintain trusting relationships with young people and parents/carers who may have had previous negative experiences of services?

If so, St Giles has the ideal challenge for you: as a Senior Caseworker on our pioneering SOS project. Here we work with both victims and perpetrators of serious youth violence and other gang related offences, helping clients to be safe, move away from offending and take positive choices.

About St Giles Trust 

An ambitious, well-established charity that helps people facing adversity to find jobs, homes and the right support they need. Central to our ethos is our belief that people with first-hand experience of successfully overcoming issues such as an offending background, homelessness, addictions and gang involvement, hold the key to positive change in others.

About this key role

Your role will be to provide young person-centred holistic support – including everything from helping clients to understand their own behaviour and its consequences, and promoting change, to helping clients’ families to support them and providing practical help with attending appointments, education, training and employment options, housing, benefits, debt and other aspects of day-to-day living. You’ll be part of a client focused SOS Team delivering casework services, predominantly Monday-Friday during office hours, and within Lambeth (although other hours and deployments may be required). You’ll also work closely with a range of partner agencies to ensure clients access the appropriate services and get the best outcomes.

Working flexibly within the community, with responsibility for one or more volunteers, you’ll be building effective and engaging relationships with young people involved in or at risk of being involved in the criminal justice system, with the aim of improving their life chances. You’ll conduct robust risk assessments and strengths-based needs assessments, with safeguarding as the priority, and ensure that all young people work towards an agreed support plan which is regularly reviewed and adapted. You’ll also build effective relationships with agencies providing services to the client group, and enable clients to engage in positive activity within the community (e.g. boxing, football, etc).

What we are looking for

• Experience of working with children, young people and/or vulnerable adults and delivering interventions that have had a positive impact – preferably in a health and wellbeing context and/or on an offender led support project.
• Experience of providing support, advice and advocacy, with the ability to assess clients’ needs.
• Experience of managing complex safeguarding issues with children, young people and adults who are at risk of violence or exploitation, whilst working alone.
• Understanding of the physical, social, emotional and developmental needs of children and young people, their specific needs as they transition to legal adulthood, and the issues they face, e.g. exploitation, victimisation, offending, school exclusion, unemployment, trauma.
• Extensive knowledge of the impact of context – with a clear understanding of best practice around contextual safeguarding and those experiencing harm outside the home.
• Knowledge of trauma-informed practice in the context of working with children, young people and parents/carers impacted by violence and exploitation, and of how trauma –including from their own lives – can impact on how practitioners manage cases.
• Working knowledge of child protection and safeguarding legislation/policy, with experience of providing support, advice and advocacy to staff with a safeguarding responsibility.
• Understanding of the importance of good quality case recording quality assurance principles.
• Ability to use electronic case management systems to record all aspects of the role, including action plans, outcomes and session data on a day-to-day basis.
• Recognition of the importance of resilience in coping with the emotional demands of the role and demonstrable experience of managing your own wellbeing.
• Relevant qualification to a good standard or equivalent experience – ideally with relevant accredited training such as safeguarding, counselling or mental health first aid.

As an organisation that works with children and adults at risk we are committed to safeguarding, protecting and promoting the safety of our clients and successful applicants will require an Enhanced Child and Adult with Child Barred DBS Check.

We actively encourage people with personal experience of the issues facing this client group to apply for this role.

In return, you can expect a competitive salary, generous leave allowance, staff pension, flexible working, a mentoring programme, an advice and counselling service, clinical therapist sessions, life insurance (4 x annual salary), duvet days, season ticket loan, employee perks programme, eye care voucher and much more.

We are an equity and inclusion confident employer. We welcome all applications and we particularly encourage applications from people of the global majority (black, brown, multi- heritage) and those who identify as disabled, neuroexpansive, neurodiverse, with any protected characteristics and/or social barriers or challenges. We value the empowering and informative impact that all lived experiences and diversity of thought can offer the organisation.

St Giles will guarantee to interview all disabled applicants who meet the minimum criteria set out in the Job Description for the vacancy.

Closing date: 29 June 2026 at 9am.

Do you want to support people with mental health issues in a moment of crisis?

Are you calm, non-judgemental and able to work effectively with people experiencing distress?

If you can embody our values of Hope, Courage, Togetherness, and Responsiveness, and want to help others build resilience and manage their wellbeing, we’d love to hear from you.

Community Outreach Worker (Community Support Service CSS)
Reference: 360
Salary: £26,000 - £27,000 per annum, pro rata
Hours: Part-time, 25 hours a week
Contract: Permanent
Working base: St Albans Wellbeing Centre/St Albans food bank centres

About the Service

St Albans & District Foodbank is an independent charity within the Trussell network, operating nine foodbank centres across the district alongside a central warehouse and home delivery service. Over recent years, the Foodbank has developed a “More Than a Foodbank” model, recognising that food insecurity rarely exists in isolation and that many people accessing support are also experiencing poor mental health, debt, housing insecurity, social isolation and wider practical challenges.

Alongside emergency food provision, the Foodbank has developed strong partnership working with Citizens Advice St Albans District, local mental health organisations, statutory services and community groups to create a more joined-up and person-centred support model.

The Reaching Communities partnership between St Albans & District Foodbank, Citizens Advice and Hertfordshire Mind Network aims to provide integrated practical, emotional and wellbeing support within trusted community settings. The partnership focuses on early intervention, reducing repeat crisis, improving access to support and helping people navigate systems before situations escalate further.

About the Role

The Outreach Worker role is intended to feel fully embedded within the Foodbank environment and wider Foodbank Plus model, working relationally and practically alongside the Wellbeing Team, volunteers and partner organisations to support people experiencing hardship and complex life circumstances.

The purpose of the Hertfordshire Mind Network Community Outreach Worker role is to:

• Expand employment, health and wellbeing, and community engagement
• Strengthen existing service provision for financial advice, food security, and homelessness support.
• Build strong local partnerships, volunteer networks, and stakeholder relationships.
• Deliver measurable outcomes for residents, with a focus on those experiencing deprivation and marginalisation.
• To provide advice, information, onward referral and holistic support to clients with coexisting drug and alcohol difficulties, mental ill-health, these will be clients who are presenting to the police, anti-social behaviour, tenancy enforcement, housing and environmental health services within Hertfordshire.
• To ensure that the safety and wellbeing of the client is monitored and reviewed regularly.
• To remain a source of independent support for all clients.
• Embed a person centred and solution focused approach in all aspects of the role.
• To raise greater awareness of complex needs and the effects of Adverse Childhood Experiences (ACEs) amongst local service providers. Supporting them to gain confidence in working positively and consistently with people who have multiple needs.

We offer:

• Annual leave entitlement of 25 days per year pro rata, rising in increments to a max. of 29 days after 5 years employment (plus 8 days Bank Holidays)
• An additional day of leave each year for your birthday following completion of probation period.
• Ongoing training relevant to your role.
• An Employee Assistance Programme.
• Eligibility for blue light card.
• Health cover (after 6 months employment) - compensation payment for Optical, Dental, Chiropody and Therapy Treatments.

Being able to drive and having access to your own vehicle (or equivalent) is essential for this role.

Closing date for receipt of applications is 6th July 2026 5pm
Interviews to be held on a rolling basis at the Watford well-being centre
N.B. Please quote reference number 360 when completing your application for this role.

Interested? 

If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position. 

We welcome applications from all suitably-qualified candidates, irrespective of gender, disability, marital or parental status, racial, ethnic or social origin, colour, religion, belief, or sexual orientation. In addition, during the various stages of recruitment, specific measures can be taken to ensure equal opportunities for candidates with disabilities or special needs.

Hertfordshire Mind Network is committed to the Disability Confident and Mindful Employer charters. We actively recruit staff who have a lived experience of mental ill health. Our inclusive approach recognises the unique skills, knowledge, and perspectives that lived experience brings to our team.

No agencies please.