Debt quality advice manager jobs

At Sovereign Network Group (SNG), we believe in more than just providing homes - we're here to help our customers thrive. Our Debt Advice Team plays a vital role in supporting people to regain financial stability and resilience.

We're pleased to have an opportunity for a skilled Debt Advisor to join our team based either from Hurn, Greenham or Blandford. You'll follow our hybrid approach of home, office and resident visit working.

The Role:

In this role, you'll provide FCA-regulated debt advice to our customers - including those in vulnerable situations. Helping them manage their finances, reduce outgoings, and maximise income. You'll work with customers over the phone, online, and face-to-face in their homes or communities, tailoring your support to their needs.

You'll manage a caseload, carry out detailed income and expenditure assessments, negotiate with creditors, and work closely with internal teams and external agencies to deliver positive outcomes. You'll also mentor less experienced colleagues, helping to shape our debt advice service for the future.

What you'll be doing:

• Delivering regulated debt advice in line with FCA guidelines.
• Supporting customers through financial challenges, including those with mental health conditions or disabilities.
• Negotiating with creditors and agencies such as local authorities, DWP, and utility companies.
• Maintaining accurate, compliant case records and ensuring data quality.
• Building strong, trust-based relationships with customers and partners.
• Signposting or referring customers to additional support where appropriate.

What we're looking for:

• Accredited (or working towards accreditation) in Debt Advice, e.g. Institute of Money Advisers CertMAP.
• Experience delivering FCA-regulated debt advice.
• Strong knowledge of welfare benefits, income maximisation, and arrears prevention.
• Excellent communication and negotiation skills, with the ability to adapt to different customer needs.

Desirable:

• In-depth knowledge of debt solutions, legislation, and best practice.
• Experience managing varied caseloads efficiently while maintaining compliance.
• Background in working with vulnerable customers in housing, financial, or advice services.

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 

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

1 Permanent and 1 Fixed term until 30th June 2027

Hours: 35 Hours per week

About the Role

Role Purpose:

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

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

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

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

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

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

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

Requirements

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

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

OR

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

2. Experience of achieving performance and quality targets/KPIs.

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

4. Effective oral/written communication skills and be numerate to the level required by the tasks.

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

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

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

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

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

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

11. Ability to work across different sites within Liverpool.

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

Equality and Diversity:

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

Responsibilities:

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

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

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

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

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

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

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

8. Comply with systems for monitoring and reporting purposes.

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

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

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

Research and Campaigns

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

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

Essential Criteria

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

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

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

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

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

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

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

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

How to Apply

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

About us

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

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

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

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.

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

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

***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

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.

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

Term: Fixed Term until 31st March 2028

Hours: 35 hours per week

About the Role

Responsibilities:

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

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

3. Complying  with systems for monitoring and reporting purposes.

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

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

Research and Campaigns

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

Essential Criteria

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

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

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

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

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

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

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

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

Here are some examples of how we help our clients:

In Person Enquiry.

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

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

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

Telephone Enquiry.

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

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

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

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

Requirements

Person Specification:

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

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

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

2. Experience of achieving performance and quality targets/KPIs.

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

4. Effective oral and written communication skills.

5. Numerate to the level required by the tasks.

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

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

How to Apply

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

About us

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

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

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

Advice Services Manager

10-Month FTC | 4 Days Per Week | Hybrid Working - London
£36,565 pro rata | Immediate Start

I am delighted to be working with a respected community charity to recruit an experienced Advice Services Manager to lead a busy multi-site advice service supporting people with welfare benefits, housing, debt and immigration issues.

This is a hands-on leadership role managing staff and volunteers, overseeing day-to-day service delivery, driving quality and compliance, and helping shape future service development.

You’ll also maintain a small caseload to stay connected to frontline support and community needs.

Key Responsibilities

• Lead and support advice staff and volunteers across multiple sites
• Ensure high-quality, compliant advice delivery
• Oversee case management, reporting and service outcomes
• Drive service improvements and quality assurance
• Support training, safeguarding and team development
• Work closely with senior leadership on service growth and impact

About You

• Experience managing advice services within the charity/community sector
• Strong knowledge of welfare benefits, housing, debt or immigration
• Skilled in team leadership, service improvement and reporting
• Confident using case management systems and data
• Organised, proactive and community-focused

Hybrid working, immediate start, and the chance to make a real impact within a values-led organisation.

If you have the above skills and experience and are immediately available, please apply online today!

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

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

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

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

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. 

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.