Debt quality advice manager jobs

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.

Lead advice services that change lives

Citizens Advice Barking & Dagenham is seeking an experienced and ambitious Service Manager to provide leadership for our advice services at a critical time for local communities.

Demand for welfare benefits, debt and housing advice continues to grow. We are looking for someone who can lead high-quality services, support and develop staff, build partnerships, and help shape the future of advice provision in the borough.

The Service Manager will oversee the performance and development of our advice services, manage Service Leads and Team Leaders, ensure delivery against funding requirements, and work closely with senior leadership to develop new opportunities and partnerships.

We are looking for someone who has:

• Significant experience within Citizens Advice or a comparable advice organisation
• Experience managing complex advice services, projects or programmes
• Strong leadership and people management skills
• Experience monitoring performance and delivering funded contracts
• The ability to develop services, build partnerships and identify new opportunities
• A commitment to equity, inclusion and access to justice

This is an excellent opportunity for an experienced operational manager seeking a senior leadership role within a respected local charity.

What we offer

• Salary of £42,771 per annum
• 33 days annual leave including public holidays
• 3% employer pension contribution
• Flexible and hybrid working arrangements
• Ongoing professional development
• The opportunity to influence the future of advice services in Barking & Dagenham

Citizens Advice Barking & Dagenham is an equal opportunities employer and welcomes applications from all sections of the community.

Closing Date: 9.00am, 15 June 2026
Interviews: Week commencing 22 June 2026

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 Debt Advice Team at Toynbee Hall provides crucial support to individuals and families struggling with financial burdens. Funded by the Money and Pensions Service (MaPS), this team delivers expert guidance and practical solutions to help clients manage and reduce their debt. 

Scope of Role

The Traineeship will last for 12 months. This role involves gaining practical experience by observing and participating in interviews to understand clients’ financial problems, researching options, and helping clients make informed decisions. The role includes structured classroom-based learning, supervised practice, and mandatory secondments across partner advice agencies in London.

Key Responsibilities

1. Accurate, Effective, and Individually Tailored Advice

Work under supervision to observe and learn how to provide effective debt advice, including interviewing clients, researching options, and empowering clients to make informed decisions. 

2. Detailed Case Records

Assist in maintaining detailed case records, ensuring all work meets auditing and quality standards, and meets funder requirements. 

3. Training and Development

Complete a structured training programme within the six-month period, covering technical debt advice, client management, and financial regulations. During the initial training period, trainees will be expected to attend intensive classroom-based training and supervised learning activities four to five days per week. Additional training will be based on shadowing, on-site learning, tests, external training courses, etc.

4. Teamwork

Be an active member of the team, identifying opportunities for your development and contributing to collective goals. 

5. Travel

Travel across London is required, including attendance at partner organisations, advice sites, and mandatory secondment placements across London boroughs.

Following the initial training period, the role will require a minimum of four days per week working from Toynbee Hall or partner office locations. One additional working day from home may be agreed where there is a suitable home-working environment and this aligns with operational requirements.

6. Other

Undertake additional tasks as delegated by Management.

Person Specification

1. Experience and Skills

• Willingness to work towards obtaining an accredited qualification in debt advice.
• Basic IT and telephone skills, and ability to use an online-based Client Management System (CMS) to deliver advice across multiple channels and maintain case records.
• Ability to give and receive feedback objectively and sensitively.
• Ability to work as part of a team and be open to receiving feedback and learning from others.
• Ability to build and maintain positive relationships with all staff members.
• Excellent written and verbal communication skills.
• Competence in handling sensitive information with discretion and maintaining confidentiality.
• Ability to handle and support vulnerable clients with empathy and sensitivity, ensuring their needs are appropriately addressed.

2. Personal Attributes

• High level of professionalism and integrity.
• Ability to work independently and proactively without supervision.
• Capacity to remain calm and effective under pressure, adopting a “find a solution, no blame” attitude.
• Open-minded, inclusive, and collaborative approach, seeking fresh and alternative perspectives.
• Commitment to empowering others by sharing knowledge and enabling action.
• Strong alignment with Toynbee Hall’s mission, strategy, and values.
• Willingness to participate in training and develop further understanding in areas such as safeguarding.
• Willingness to work from our advice locations to shadow experienced advisors in both face-to-face and call centre settings.

Desirable Criteria

• Previous experience of giving advice (not necessarily debt advice).
• Ability to speak more than one language.

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

About Toynbee Hall

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

Team background

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

Job purpose

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

Scope of role

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

What We’re Looking For:

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

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

Please download the full Job Description for more details.

Our Benefits Package

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

Annual Leave

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

Pension

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

Additional Perks & Support

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

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

How to Apply

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

Application deadline is 12 June 2026

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

Debt & Welfare Benefits Adviser / Debt & Welfare Benefits Trainee Adviser

Salary: £30,000 pa for experienced adviser.

£25,000 pa for trainee (review after 6-months)

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

Birmingham Settlement has an opportunity to join our Money Advice Team, either as an experienced Debt & Welfare Benefits Adviser or a Debt & Welfare Benefits Trainee Adviser.

As an experienced Debt & Welfare Benefits Adviser you will already have a background in providing effective, high-quality debt and welfare benefits advice to a wide range of clients in differing circumstance. As a Trainee you will have a basic knowledge and understanding of the issues affecting people experiencing debt and benefit problems along with some experience in an advice service or customer facing setting along with the ability and willingness to undertake training and development.

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

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

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

This is an active recruitment – early applications are encouraged.

For an informal discussion about the roles call Theresa Gniadkowski

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

Closing date for applications: Friday,12/06/2026, 12.00 noon

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

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.

***Please note this role is fully remote but will require mandatory onsite training for the first 2-3 weeks of employment***

About Toynbee Hall

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

Team background

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

Job purpose

As a Debt Advisor (Omni-Channel: Telephone & Video), your primary role will be to provide over-indebted clients with tailored debt advice through various channels, including telephone, WhatsApp, and our network of video advice kiosks located in prisons, hospitals, job centres, town halls, and other community settings. You will help clients start their debt advice journey efficiently, ensuring they receive accurate and effective support.

Scope of role

1. To provide over-indebted clients with free, face-to-face advice that is accurate, effective and tailored to individuals’ circumstances
2. To maintain detailed case records
3. Keep up to date with legislation, policies and procedures and undertake appropriate training.

Please download the full Job Description for more details

What We’re Looking For:

• Ability to give accurate, personalised advice and support clients to make informed decisions
• Experience carrying out detailed casework and acting on behalf of clients when needed
• Strong record keeping, with case notes completed to required standards and deadlines
• Commitment to keeping debt advice training up to date
• Good teamwork and the ability to manage your own workload while meeting targets
• Commitment to following organisational policies and procedures
• Commitment to working in line with Toynbee Hall’s values:
  • Inclusive – open-minded, transparent, collaborative; seeking fresh and alternative perspectives.
  • Courageous – principled, ambitious, and acting with integrity.
  • Empowering – shifting power, sharing knowledge, and enabling people to take action for themselves

Our Benefits Package

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

Annual Leave

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

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

• 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

How to Apply

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

Please download the full Job Description for more details

Application deadline is 12 June 2026

Our Benefits Package

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

Annual Leave

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

Pension

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

Additional Perks & Support

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

How to Apply

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

Application deadline is 12 June 2026

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.

Wiltshire Citizens Advice is looking for motivated and collaborative people to help shape and develop our advice services during an exciting period of growth and change. 

We are recruiting up to 1.5 FTE Service Managers to lead different parts of our service portfolio. Rather than recruiting to fixed roles, we are looking to appoint people with complementary strengths and shape responsibilities around the experience of successful candidates.

We welcome applications from both experienced managers and people looking to take the next step in their career who can demonstrate leadership capability, initiative and a commitment to high quality services. 

We are particularly interested in candidates with experience in one or more of the following areas:

Outreach and Partnership Development

You may have experience developing community services, building partnerships or improving access for local communities. This part of the role focuses on outreach delivery, stakeholder engagement and strengthening relationships across Wiltshire.

A technical advice background is not essential for this portfolio.

Casework and Debt Services

You may have experience managing advice or casework services, particularly within debt or specialist advice. This part of the role focuses on service quality, performance, staff support and continuous improvement.

Experience within advice services and/or debt advice would be highly desirable for this portfolio.

About you

We are looking for people who:

• Have experience coordinating services, projects, people or operational activity.

• Can build positive working relationships with colleagues and external partners.

• Are organised, adaptable and able to manage competing priorities.

• Have the confidence to support improvement and contribute ideas.

• Are committed to delivering accessible, high-quality services.

• Share the values and aims of the Citizens Advice service.

Previous management experience is welcome but not essential if you can demonstrate the skills and potential to succeed in the role.

We are currently looking to recruit an Advice Session Supervisor. Experience in this role would be beneficial, but we will accept a Trainee Post for the right candidate. 

Working at Citizens Advice Hertsmere offers many rewarding benefits, both personally and professionally. It provides the opportunity to make a real difference in people’s lives by helping individuals navigate challenges such as debt, housing, employment, and legal issues. This work can be highly fulfilling, as you directly support members of your community during difficult times. It also helps develop valuable skills, including communication, problem-solving, empathy, and teamwork, which are useful in many career paths. Additionally, Citizens Advice Hertsmere provides training and ongoing support, creating a positive and inclusive environment where staff and volunteers can grow in confidence and knowledge. Overall, this is a meaningful role that combines community impact with personal development. 

Job Description: Advice Session Supervisor 
Location: Hertsmere including Bushey and Potters Bar 

Role Purpose 

To supervise the delivery of high-quality advice services across multiple channels (face-to-face, telephone, email, webchat), ensuring that clients receive accurate, timely, and empathetic support. The Advice Session Supervisor will lead and support a team of advisers and volunteers, uphold Citizens Advice standards, and contribute to service development and quality assurance. 

Key Responsibilities 

Session Supervision 

• Oversee daily advice sessions, ensuring smooth operation and effective client service. 

• Provide real-time support and guidance to advisers and volunteers. 

• Manage session logistics including rota coordination and resource allocation. 

• Assisting with call back and responding to email enquiries 

Quality Assurance 

• Conduct case checks and file reviews in line with Citizens Advice quality standards. 

• Identify and address advice quality issues and training needs. 

• Support continuous improvement through feedback and coaching. 

Staff and Volunteer Support 

• Assist in the induction, training, and development of new and existing volunteers and staff. 

• Provide mentoring and technical support to ensure competence and confidence. 

Service Monitoring and Reporting 

• Monitor service delivery against KPIs and targets. 

• Support the Advice Services Manager in identifying trends and service gaps. 

Research and Campaigns 

• Encourage and support the collection of evidence for social policy work. 

• Promote awareness of local and national campaigns. 

Person Specification 

Essential Criteria 

• Proven experience supervising advice sessions or delivering generalist/specialist advice. 

• Strong working knowledge of key advice areas (e.g., welfare benefits, housing, debt). 

• Ability to meet Citizens Advice competence requirements. 

• Excellent interpersonal, communication, and organisational skills. 

• Commitment to equality, diversity, and inclusion. 

Desirable Criteria 

• Experience working within the Citizens Advice network. 

• Familiarity with Citizens Advice case management and quality assurance systems. 

• Ability to adapt to changing service needs and work flexibly. 

Working Conditions and Benefits 

• Competitive Salary 

• 6 weeks annual leave 

• Workplace Pension 

• Contractual Sick Pay 

• Free Parking 

Business Debtline is a free, independent debt advice service for the self-employed and small businesses. The Money Advice Trust is a national charity dedicated to helping people overcome financial difficulty and prevent problem debt.

At Money Advice Trust, we believe everyone deserves clear, practical and non-judgemental support, no matter their circumstances. 

As a Business Debtline Adviser, you’ll provide tailored, specialist debt advice across a range of channels, supporting clients through often difficult and emotional situations. You’ll explain options clearly, empower clients to make informed decisions, and deliver a high-quality, compliant service.

This is a meaningful and rewarding role where you’ll make a real impact every day. 

What You’ll Be Doing 

You’ll be responsible for: 

• Providing specialist debt advice to self-employed individuals and small businesses via phone, email and digital channels 

• Listening carefully to clients and communicating in a supportive, empathetic and non-judgemental way 

• Identifying appropriate debt solutions such as Debt Management Plans, DROs and IVAs, ensuring regulatory compliance 

• Explaining complex financial information clearly to a non-technical audience 

• Maintaining accurate client records and completing administration to a high standard 

• Collaborating with colleagues and contributing to team performance and service improvement 

• Acting as a professional ambassador for the Money Advice Trust in all interactions

What We’re Looking For 

We’re looking for people who are passionate about helping others and who can stay calm, organised and professional in a fast-paced environment. 

You’ll bring: 

• Strong communication skills, both written and verbal 

• The ability to explain complex information in a clear and simple way 

• A compassionate, client-focused and non-judgemental approach 

• Good IT skills (e.g. Word, Excel, Outlook, Teams, Zoom) 

• Strong organisational skills and the ability to manage workload effectively 

• The ability to work collaboratively as part of a team 

• Resilience and emotional awareness when supporting clients in challenging situations 

Experience in customer service or advice roles is helpful but not essential.If you’re motivated to learn and make a difference, we’d love to hear from you. 

Training and Support 

We’ll fully support you to build your knowledge and confidence in the role. 

• Comprehensive initial training (full-time, on site, 9am–5pm for approximately 11 weeks) 

• Ongoing coaching, quality feedback and development support 

• Continuous learning to keep up to date with legislation and best practice 

We’re looking for people who are curious, committed to learning, and motivated to grow in a rewarding role. 

Our typical recruitment process takes up to four weeks and includes: 

1. A short online assessment (around 20 minutes at a time to suit you) 

1. A 45‑minute Microsoft Teams interview 

Candidates who are successful at interview will progress to offer. Those who are not successful will be offered interview feedback. 

We sometimes use AI tools to support parts of our recruitment process, such as initial application review. These tools help us manage volume, but all hiring decisions are made by a real person in our Recruitment team. 

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 may close this vacancy early if we receive a high number of applications, so we encourage you to apply as soon as possible. 

Your personal data will only be used for recruitment purposes and held for up to 12 months. Please see our Privacy Notice for Job Applicants on our vacancies page for further details. 

Our Commitment to Inclusion 

We’re committed to building a workplace that reflects the communities we serve and our values - We put people first. We support each other. We solve problems. 

These values guide everything we do and help create a welcoming, respectful and inclusive environment where everyone can thrive. We warmly welcome applications from people of all backgrounds. 

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.

Position Team Lead (Justice Services)

Location North West England (community and custodial)

Salary £29,077 – £31,500 + excellent benefits

Hours 35 hours per week (flexible working)

Status Fixed term until 28th February 2027

Closing date 11 June 2026

The Wise Group, in partnership with the Ministry of Justice and third-sector organisations, delivers the Finance, Benefit and Debt service across the North West of England.

This role is about more than advice. It’s about helping people stabilise their finances, reduce crisis, and create the conditions for long-term change.

Working across prison and community settings, you will lead a team delivering one-to-one mentoring to men facing financial hardship, benefit challenges and debt. You’ll work closely with probation, prison teams and local partners to ensure people can access the right support at the right time.

Using our Relational Mentoring approach, your team will build trusted relationships that go beyond transactional support - helping individuals make meaningful, sustained progress.

As Team Lead, you will play a key role in how this support is delivered - shaping team performance, strengthening partnerships and ensuring we deliver high-quality, person-centred services that make a real difference.

What you’ll lead

People and performance
Recruit, onboard and support mentoring staff delivering frontline interventions. Provide regular supervision, support wellbeing and performance, manage caseload allocation and create a culture focused on accountability, rehabilitation and outcomes.

Service delivery
Ensure consistent, high-quality delivery across custodial and community settings. Support your team to address finance, benefits and debt barriers that impact stability and resettlement.

Partnerships and stakeholder engagement
Build strong working relationships with prisons, probation, Ministry of Justice partners and third-sector organisations. Strengthen referral pathways and support collaborative delivery.

Safeguarding, risk and compliance
Ensure safe working practices are embedded, including risk assessment and safeguarding. Manage and escalate concerns appropriately and ensure compliance with all requirements.

Data, quality and performance
Oversee CRM systems, case recording and performance reporting. Use data and insight to track progress, meet contractual requirements and drive service improvement.

Continuous improvement and change
Identify opportunities to improve delivery, gather feedback and support the ongoing development of justice services across the North West.

What you’ll bring

• Experience leading or coordinating frontline teams within criminal justice, social justice, employability or related services

• Strong people management and coaching skills, with the ability to build trust and accountability

• Understanding of the challenges faced by people entering or leaving custody, particularly around finance, benefits and debt

• Ability to manage competing priorities in a fast-paced, partnership environment

• Strong organisational and digital skills, including experience with CRM systems and performance reporting

• Confidence building relationships with statutory and third-sector partners

• A practical, solutions-focused approach and the ability to implement change

Essential requirements

• Full driving licence and access to a car for daily use

• Willingness to travel across the North West, including custodial and community locations

• Successful completion of enhanced Level 1 prison vetting

• Home broadband to support flexible working

Experience of working in a custodial setting is advantageous.

View the Role Profile on our website for full details about this opportunity.

This is an exciting opportunity to make a real difference by supporting residents with social, practical and wellbeing needs at the point they need it most.

This role involves shift work, including weekends, so we’re looking for someone flexible, proactive, compassionate and confident working in a busy setting.

Bexley Voluntary Service Council (BVSC) has been supporting the local Voluntary and  Community Sector (VCS) in Bexley for over 60 years. Throughout this time, BVSC has continually evolved in response to local need, sector challenges and wider changes in public policy. Today, BVSC plays a central role in strengthening the local voluntary sector, connecting organisations, amplifying community voice and enabling organisations across Bexley to be resilient, connected, and able to provide high-quality, impactful services to residents.

 

Why Work for Us

• Additional Birthday Day off

• Flexitime and TOIL

• Pension employer contribution 6%

• Two volunteering days (pro rata)

• 25 days annual leave plus bank holidays (pro rata)

• Access to the Blue Light Card

• Ongoing training and professional development opportunities

• A positive, inclusive team culture where your ideas are valued

• Enhanced maternity/paternity pay

• Employee Assistance Programme