Debt quality advice manager jobs

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.

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?

About the Role

This is a fantastic opportunity for a skilled line manager with experience in general welfare advice to join Sufra NW London. In this highly rewarding role, you will oversee the delivery of services that can measurably change lives by providing quality advice and support to those most in need. 

You will manage our team of advice staff and volunteers to deliver high quality advice, information and welfare support to guests on a range of topics including benefits, housing, debt and immigration issues. An additional focus will be on establishing clear pathways for referring guests to external services, and managing volunteers to triage, signpost and refer guests to other forms of welfare support.

The advice team consists of paid staff and support volunteers.  This year will be dedicated to consolidation of the service, ensuring that we are fulfilling our core mission to the highest standards.  We are also hoping to launch our immigration advice service, providing guests with a first point of contact for their immigration needs and smooth referral pathways to specialist advice.  Finally, our OpenARMs programme will be launching workshops for our refugee and asylum-seeker communities. 

You will work closely with the Senior Leadership Team, especially Head of Advice at Sufra to support the implementation of new initiatives, and the expansion of our information and advice services to enhance our efficiency and impact.

The post holder will be a highly articulate and proactive individual with good welfare advice knowledge, 3+ years delivery experience in managing a charity team, strong service management skills, as well as experience managing staff and volunteers. The ideal candidate will have up-to-date knowledge of the welfare system, immigration and safeguarding protocols. They must also have demonstrable experience using a case management system, adhering to advice standards and be able to manage a diverse workload and work under pressure. 

This is an immensely rewarding role working in a dynamic charity built on an ethos of sharing, hospitality and inclusivity. We are looking for an exceptionally committed individual who is willing to go the extra mile and has flexibility to work during evenings and weekends if necessary. As this is a frontline role, you will be required to work on site at least 2 days per week. 

We offer a wide range of employee benefits including:

Excellent annual leave entitlement 
Pension scheme
Employee Assistance Programme
Death in Service benefit 
Flexible working
Opportunities for training and professional development

Key Responsibilities

Advice Services

• Manage the advice service by overseeing and supporting volunteers and advice staff at our Community Wellbeing Service and Foodbank including setting objectives, managing performance and providing feedback during supervisions.
• Hold a small case load of advice guests, supporting them to achieve their aims
• Maintain a high quality service by ensuring that the advice team and volunteers are working to agreed standards and delivering against realistic grant agreements from funders.
• Use our case management software to report on cases and outcomes to support funding applications and remain compliant with funding needs.

Service Development

• Work with the Senior Leadership Team to develop, expand and improve Sufra’s information and advice services in alignment with our 2030 strategy.
• Carry out ongoing review of existing service delivery procedures.
• Undertake quality assurance including case checking and quality of advice audit.
• Identify the training needs of advice staff and volunteers through support, mentoring and supervisions.
• Ensure colleagues and relevant stakeholders are informed of changing legislation and social policy updates.
• Improve the case management systems to ensure it is fit for purpose.
• Work within the Advice Quality Standard (AQS) framework, ensuring that all policies and procedures are up to date for future assessments

Volunteer Management

• Develop, review and implement key policies and procedures to better equip Advice Volunteers to fulfil their role.
• Provide induction, support and supervision to enhance the quality standard of the service and contribute to the personal development of volunteers.
• Foster a positive working environment that maintains high morale and supports Advice Volunteer retention and regular participation.

Budgets, Monitoring & Evaluation

• Support the Senior Leadership Team in setting service budgets, updating policies, and monitoring spending in line with reporting and budgetary requirements.
• Ensure appropriate systems are maintained for recording statistics and outcomes.
• Provide regular and timely monitoring reports on service outputs, outcomes and expenditure.
• Collect regular feedback and conduct surveys from relevant stakeholders to inform ongoing improvements to the Advice Service.
• Contribute to strategic development by setting action plans in line with agreed Business Plans and keeping teams accountable to Action Plan goals.

Other

• Ensure the advice team are working in adherence to organisational policies and procedures.
• Undertake any other reasonable duties to support the operations of the charity. 

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.

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

We are looking for a strategically-minded Regional Service Manager to lead the South East Gambling Harms Partnership. You will be the architect of our strategic engagement, building trusted partnerships with NHS commissioners and local authorities to ensure gambling harms are a priority in local health responses. You will lead a dedicated team of Training Leads and Prevention Workers, fostering a culture of accountability and innovation, building strong links with VCSE partners and the wider community. 

Key Responsibilities

• Strategic Leadership & Influence: Act as the lead advocate for the partnership, engaging with NHS and Local Authority commissioners to ensure gambling harm prevention is embedded into local health strategies and regional policies.

• Partnership Management: Provide cohesive leadership for a collaboration of eight Citizens Advice offices, ensuring all locations are aligned, accountable, and integrating gambling screening into daily practice.

• Operational Oversight: Lead the project team (Data Officer, Training Leads, and Prevention Workers) to meet ambitious targets, while managing budgets, risks, and funder reporting.

• Stakeholder Engagement: Foster "trusted partner" relationships with grassroots organisations and wider community sectors to reach high-risk groups, including young people, veterans, minority communities and affected others. 

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.

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).

Ascension is a truly special place to be. We are a thriving Anglican church community in South West London. Our mission is to share the love of God in everything we do - from our vibrant Sunday mornings including Bubble Church - a service for young families that started at Ascension and is being rolled out nationally across the Church of England, to our café Parish Coffee which is open during the week and hosts a refugee drop-in, debt advice service and various community groups.

As our Operations Manager, you will be the operational backbone of the church. While our clergy and ministry leaders focus on the frontline, you will be the one ensuring the infrastructure is robust enough to support our mission. 

This is a senior leadership position within our staff team. You won’t just be managing tasks; you will be a key partner to me and the wider team, helping us refine our processes and manage our resources, to ensure we continue to thrive.

Whether managing finances, overseeing building projects, or navigating complex negotiations, every task you undertake serves our mission to share God’s love.

We are looking for a self-starter, and a passionate disciple of Jesus who is ready to use their professional gifts for the kingdom. We hope this pack gives you a sense of the exciting journey we are on and look forward to hearing from you

About the Role

Main Responsibilities

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

• Use the Citizens Advice Adviser Net website to find, interpret and communicate the relevant  information.

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

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

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

• Up to date knowledge of welfare benefits and demonstratable evidence of competence in providing benefits advice to clients in an audited environment.

• Refer internally or to other specialist services as appropriate, including but not limited to welfare, debt, housing and link work support services

• Ensure that all work conforms to the organisations’ office manual and the Citizens Advice quality standard and any other funding requirements, as appropriate.

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

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

Social policy

• Assist with social policy work by providing information about clients' circumstances through the appropriate channel.

• Alert clients to social policy options.

Professional development

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

• Read relevant publications.

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

• Prepare for and attend supervision sessions/team meetings/staff meetings as appropriate.

Other duties and responsibilities

• Complete the required training to comply with quality assurance processes.

• 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 own safety and that of colleagues.

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.

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. 

This is an exciting opportunity to join Citizens Advice Woking as part of a specialist partnership with i-access, Surrey’s drug and alcohol support service. As a Generalist Adviser, you will work directly with individuals in recovery, helping them navigate some of the most challenging issues they face - including welfare benefits, debt, and housing.

Working across a mix of in-person, remote, and outreach settings, you will provide tailored, practical advice that helps people overcome immediate crises and build longer-term stability. You’ll take time to understand each client’s situation in depth, explore their options, and where needed, actively support them - whether that’s completing applications, negotiating with third parties, or advocating on their behalf.

This role is about more than advice - it’s about empowering people at a critical point in their lives. You’ll work closely with i-access staff to ensure a joined-up approach, while also being part of the wider Citizens Advice Woking team, connecting clients to additional support where needed.

We’re looking for someone who is confident managing a varied and sometimes demanding caseload, with strong listening skills, sound judgement, and the ability to turn complex information into clear, practical guidance. Experience in advice work is essential, and knowledge of welfare benefits, debt, or housing would be a strong advantage.

In return, you’ll be part of a supportive and purpose-driven organisation, with opportunities for ongoing development and the chance to make a meaningful, day-to-day difference in people’s lives.

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

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 Housing Needs Service is integral in effectively preventing homelessness and supporting service users into permanent and sustainable accommodation. The Housing Needs Service involves working collaboratively with other internal services, including the Resettlement Team, the Employment Service, the Housing Solutions Service and Passage House Assessment Centre, to assess the housing needs of service users and identify appropriate accommodation options.

This service is key part of the No Night Out service (NNO), an innovative model that provides rapid intervention and support for individuals at imminent risk of rough sleeping for the first time. Service users are provided with emergency accommodation, assessed by the Housing Needs Service and supported to view and sign up for Private Rented Sector properties within a target timeframe of 14 days. The Housing Needs Service works closely with the Resettlement Team to achieve successful outcomes within this prevention service.

The Housing Rights Worker will provide high-quality housing advice, advocacy and casework support to individuals and communities experiencing homelessness, housing insecurity or other housing-related problems. You will empower clients by delivering practical solutions and helping them understand and exercise their statutory rights, while contributing to the organisation’s objectives of preventing homelessness and improving access to safe, secure housing.

The Housing Rights Worker is required to:

• Prevent homelessness wherever possible by supporting clients to understand and exercise their legal and statutory housing rights.
• Provide specialist housing advice, advocacy and casework support to individuals experiencing homelessness, housing insecurity or housing-related difficulties.
• Working collaboratively with the Intervention Worker’s caseload of clients, ensuring high-quality client-centred support.
• Represent and advocate on behalf of clients in dealings with landlords, local authorities and other statutory or voluntary agencies.
• Sourcing suitable accommodation options, including shared and private rented accommodation, particularly for single people under 35 affected by Shared Accommodation Rate restrictions.
• Empower individuals and communities by increasing awareness of housing rights, entitlements and available support services.
• Contribute to the development and improvement of housing advice services.

Main Duties

Housing Advice & Casework

• Provide advice on homelessness legislation, housing law, tenancy rights, housing debt and welfare benefits impacting housing affordability.
• Support under 35s to access sustainable housing solutions, addressing affordability barriers and landlord engagement.
• Assisting Housing Need workers with preparing clients for viewings, tenancy sign-ups and moving into accommodation.
• Identify and advocate on the client’s behalf to address concerns relating to property condition, safety and housing standards.
• Represent and advocate on behalf of clients in dealings with landlords
• Negotiate with landlords, housing providers and local authorities to prevent eviction or resolve disputes.

Partnership & Multi- Agency Working

• Build relationships with private landlords and letting agents to increase access to suitable shared housing and private rented accommodation for people under 35.
• Work creatively to overcome barriers faced by young single people in accessing accommodation
• Work proactively with landlords and letting agents to ensure they understand and adhere to their legal responsibilities, including tenancy management, notice procedures, and statutory obligations.
• Encourage early resolution of disputes between landlords and tenants to prevent escalation and homelessness

Community Engagement & Outreach

• Work collaboratively with community groups and partner organisations.
• Build and maintain effective working relationships with local authorities, housing associations, supported accommodation providers, and voluntary sector partners.
• Participate in multi-agency meetings and case conferences.
• Empower individuals and communities by increasing awareness of housing rights, entitlements and available support services.
• Deliver workshops, information sessions and outreach activities to raise awareness of housing rights and housing options.​

Service Development

• Provide feedback on emerging housing trends affecting under 35s and other client groups.
• Assist with reporting and meeting service targets.
• Contribute to the development and improvement of housing advice services.
• Develop accessible information resources tailored to young people
• Promote good practice within the private rented sector and encourage responsible landlord engagement.