Upload your CV
Save time when you spot your dream job. Upload your CV with ease.
4
Debt quality officer jobs
How's your job search on our site?
Share your feedback to help us improve.
Page 1 of 1
London, Greater London (Hybrid)
£28,000 per year
Full-time
Permanent
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Job description
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.
Organisation
Posted on: 28 May 2026
Closing date: 27 June 2026 at 17:00
Job ref: Money Guidance Officer - Rooted Finance
Tags: Administration, Advice / Information, Finance, Customer Service, Customer support, Data Entry, Data Protection, Engagement / Outreach, Mental Health, Wellbeing
The client requests no contact from agencies or media sales.
Does something look incorrect in this job listing?
Thank you!
Remote
£35,000 pro rata (£28,000 0.8 FTE) per year
Part-time (28 hours per week)
Permanent
Job description
About the role
At SEA, all our work is grounded in evidence and shaped by the lived experiences of victim-survivors. As Research Officer, you will play a key role in delivering high-quality, survivor-centred research on economic abuse as part of a major new three-year project funded by the Economic and Social Research Council (ESRC).
Working closely with the Senior Research Officer, colleagues across SEA, academic partners and external stakeholders, you will support research exploring coerced debt as a form of economic abuse and the responses to it across systems and services. The role will involve qualitative and quantitative research activities, including data collection, analysis, stakeholder engagement, and producing accessible and impactful research outputs.
Your work will help strengthen understanding of economic abuse and inform policy, practice and systems change on coerced debt that improves responses for victim-survivors.
About you
You are a skilled researcher who is passionate about conducting high-quality research which can create real-world impact for victim-survivors of economic abuse.
You will have the ability to sensitively work with victim-survivors to learn about their lived experiences of economic abuse , including coerced debt, as well as the ability to conduct research with professional stakeholders.
Using your research skills, you will be able to analyse data, and will be able to demonstrate a good understanding of economic abuse in the context of intimate partner abuse, including of how perpetrators can misuse systems to enact abuse. You will be able to demonstrate an ability to deliver research projects in a timely manner and to communicate findings clearly to a range of stakeholders.
About SEA
Surviving Economic Abuse (SEA) is the only charity in the UK dedicated to raising awareness of economic abuse and transforming responses to it. All our work is informed by Experts by Experience – a group of women who speak about what they have gone through so that they can be a force for change. Economic abuse occurs when someone’s partner controls (through restriction, exploitation and/or sabotage) how they acquire, use and maintain economic resources such as accommodation, food, clothing and transportation.
What we offer
- 25 days annual leave, plus 5 Wellbeing Days and Statutory Bank Holidays (pro rata)
- Home working (UK based)
- Flexible working
- 5% Employer Pension Contribution
- Reflective practice
- Employee Assistance Programme
- Enhanced sick pay, family leave and carer’s leave
- The chance to be part of our highly professional, supportive team
To apply
Please apply via our website.
Applications open from 21 May 2026 and close at 11.59pm on 17th June 2026. Interviews will take place week commencing 6th July 2026
Direct applications only – no agencies please.
Surviving Economic Abuse (SEA) is committed to developing an inclusive team which reflects the diversity of the communities we support. Our culture celebrates diverse voices, and we particularly encourage applications from Black and minoritised applicants and disabled applicants who are under-represented at SEA.
SEA is a Disability Confident Committed, and Kinship Friendly Employer.
Organisation
Posted on: 21 May 2026
Closing date: 17 June 2026 at 23:59
Tags: Domestic Violence / Abuse, Gender / Gender Based Violence, Research
The client requests no contact from agencies or media sales.
Does something look incorrect in this job listing?
Thank you!
Job description
Job Description: Finance Assistant
Who we are
Part business, part charity, part membership body – students’ unions are all seriously fun places to work. They are organisations in their own right. Professionally run, but different. Professional teams support elected student leaders to make change, improve lives and fulfill potential; we help make it happen.
Founded in 1897, LSE Students' Union is one of the oldest Students' Unions in the UK and is the representative and campaigning body for students at The London School of Economics and Political Science (LSE). We also fund and facilitate student activities on campus, including societies, sports clubs, media groups, and raise money for charities via Raising and Giving (RAG) initiatives.
About the job
“Come work for our vibrant community in a dynamic environment! This essential role within a busy finance team provides support across the full range of the ‘back-office function, supporting the Finance Officer to effectively manage all Creditors, Debtors, and working capital. The successful candidate will be keen to learn; will be passionate about the finance function as a support function of the wider organisation; and will take pride in helping others achieve organisational objectives through the accurate and timely processing of financial transactions and the promotion of and adherence to strong financial controls.
Who are we looking for?
The successful applicant will be a highly organised individual with a passionate for people and numbers, a problem solver who has experience of providing a high quality customer-focused services.
The role will require you to work in partnership with the finance team and human resources to ensure our workforce are provided with the highest quality customer-focused business services . As a result, we are looking for someone who is highly organised, confident, efficient, self-sufficient, and able to deliver at pace, managing multiple competing priorities with enthusiasm and a ‘can do’ attitude.
Stakeholder management and communication skills (both verbal and written) are considered essential as well as working as part of a team and wider team.
We particularly welcome applications from candidates who self-identify as coming from a disadvantaged or marginalised background.
Why apply?
Because you’re excited by the challenge! The exact opposite of corporate, we’re progressive, daring and creative individuals working to make a difference in unconventional workplaces.
Benefits and Perks
In return for your passion and experience we offer:
- 25 days of holiday per year (pro rata)
- Additional closure periods at Christmas and Easter
- Free LSE Students’ Union gym membership (including advice from dedicated professionals)
- Cycle to Work scheme enabling significant savings on bicycle purchase
- Access to LSE staff training courses
- Ability to purchase TOTUM (NUS) card, which provides a wide range of discounts
- Flexibility for work-life balance
- Interest-free travel loan
How do we recruit?
We want to ensure all systems, policies and processes are free from bias or discrimination and are fair and accessible, therefore we ask that all candidates complete our Application Process in two stages:
Part 1. Complete a Supporting Statement, telling us about your suitability for the role (this is what will be used to determine if you are shortlisted for an interview). In doing so, please (1) ensure that your personal statement is no longer than 2 sides of A4, (2) ensure that you don’t include any personal details within your personal statement, and (3) use the job description and person specification as a guide to help write it.*
*Your supporting statement is all that we will see when shortlisting, so please be sure to cover everything that you’d like us to know about your suitability for this role within it, making it clear that you meet all of the job’s specification requirements.
Part 2. Complete an Equal Opportunities Monitoring and Contact Form, so that we’re able to contact you if shortlisted for an interview. This will only be seen by our HR team (and will therefore have no impact on shortlisting), but it does help us gather and analyse demographic information about our applicants.
Part 3. Please attached your completed CV outlining the jobs or voluntary roles you have had.
Want to apply?
To apply for this role, please complete an online application.
Job Application Timeline
Closing date: 7th June.
Intended Interviews date: 24th June.
Start date 27th July.
*Please note that we may close applications early if we receive a sufficient number.
Compulsory Requirement - The UK Government sets the legal regulations that we are required to follow. As an employer we must ensure that everyone is eligible to work in the UK and this is done by us checking and making a copy of the correct original identification/documentation before your first day of work. Currently we require you to have the right to work in the UK, as we are not a Home Office approved sponsor.
Organisation
Posted on: 18 May 2026
Closing date: 07 June 2026 at 23:30
Tags: Administration, Finance, Customer Service, Accounting, Accounts Payable, Data Entry, Education
The client requests no contact from agencies or media sales.
Does something look incorrect in this job listing?
Thank you!
Remote
£50,000 - £65,000 per year FTE
Full-time
Temporary
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Job description
Product Lead – HOSTHub
(Operational Product Delivery)
Reports to: Operations Director (Head of Delivery)
Contract: 1.0 FTE (Temp to Perm)
Location: Remote (UK or International)
Role Purpose
The Product Lead – HOSTHub is responsible for identifying, prioritising, and resolving day-to-day product challenges across HOST’s digital platform.
HOSTHub serves as the operational backbone of the organisation, enabling delivery across finance, legal, partnerships, and hosted partner services. In this role, the Product Lead ensures the platform functions effectively in practice—by understanding user needs, surfacing issues early, and driving the design, prioritisation, and rapid delivery of solutions.
While contributing to the longer-term product vision in collaboration with the leadership team and development partners, the primary focus remains on operational product delivery. This includes managing fortnightly sprint cycles, maintaining a dynamic and prioritised backlog, and ensuring continuous alignment between user requirements, internal processes, and platform capabilities.
The role requires a highly hands-on individual who thrives at the intersection of users, internal teams, and developers, with the ability to translate real-world challenges into clear, actionable product decisions.
Core Responsibilities
1. Product Problem Identification and Prioritisation
Lead the ongoing identification of friction points, inefficiencies, and system gaps across HOSTHub use cases, including those impacting hosted partners, funders, and internal staff workflows.
Maintain a dynamic, prioritised backlog of product issues and enhancements, informed by user insight and operational impact.
Work closely with delivery teams across finance, legal, partnerships, and community support to understand how the platform performs in practice and where it falls short of user needs.
Translate operational challenges into clear, well-defined product requirements that are actionable for development teams.
Ensure prioritisation is driven by delivery urgency, risk exposure, and opportunities for efficiency, rather than abstract feature development.
2. Sprint Management and Delivery Execution
Own the end-to-end delivery of the product, managing fortnightly sprint cycles.
Set sprint priorities, create and refine tickets, and ensure all development work is well-scoped, logically sequenced, and ready for delivery.
Collaborate directly with development contractors to run sprint planning, stand-ups (where applicable), and sprint reviews.
Validate completed work against real user workflows before release to ensure quality and usability.
Maintain clear visibility of progress, risks, and dependencies, escalating blockers and trade-offs to the Operations Director as needed.
Provide bi-weekly sprint reports outlining delivered outcomes, outstanding issues, and upcoming priorities.
3. User Engagement and Feedback Loops
Establish continuous feedback loops with both internal users (staff teams) and external stakeholders (hosted partners and funders).
Conduct structured user conversations to understand how systems are used in practice, not just how they were designed to be used.
Validate proposed solutions with users prior to development where appropriate, ensuring alignment with real needs.
Ensure user insights consistently inform backlog prioritisation and shape sprint scope.
Maintain a clear view of user satisfaction grounded in qualitative feedback, not just survey-based metrics.
4. Cross-Team Operational Alignment
Act as the central point of coordination across product, delivery teams, and external developers.
Ensure HOSTHub effectively supports real operational workflows across key service areas, including Project Hosting, Hosted Grantmaking, and Capacity Building.
Partner closely with Finance, Legal, and Partnerships teams to align system functionality with compliance, contractual, and reporting requirements.
Identify and resolve misalignments between team processes and platform functionality, either by adapting the system or clarifying and standardising ways of working.
5. Development Oversight
Manage the day-to-day relationship with the development team, ensuring requirements are clear and issues are addressed promptly.
Ensure all development outputs are practical, functional, and aligned with real operational needs.
Avoid over-specification and unnecessary complexity, prioritising simple, implementable solutions.
Track defects, rework, and technical debt, incorporating them into sprint priorities where they have a meaningful operational impact.
6. Data, Workflow, and System Effectiveness
Ensure HOSTHub captures and delivers data that is accurate, actionable, and aligned with reporting requirements.
Identify and implement opportunities to automate key workflows, reducing manual effort across teams.
Partner with internal stakeholders to ensure system logic supports compliance and audit requirements in day-to-day operations.
Maintain clear, practical documentation of key workflows and system behaviours to support effective operational use.
7. Risk, Compliance, and System Integrity
Work closely with the Legal Lead and Operations Director to ensure product decisions do not introduce unmanaged risk.
Prioritise data protection, security, and system reliability as core product considerations.
Ensure compliance requirements, including data protection and financial controls, are embedded in how the platform operates in practice.
Take clear ownership of system incidents or failures, coordinating response and ensuring timely resolution and follow-through.
8. Contribution to Product Direction
Contribute to longer-term product thinking, including roadmap development and the ongoing evolution of the system.
Provide grounded input to strategy based on observed user behaviour, operational constraints, and delivery realities.
Ensure product direction remains focused on solutions that are practical, scalable, and genuinely valuable to users.
Key Relationships
Internal: Operations Director, Finance Team, Legal Lead, Partnerships Director, Community Support Team, Data Analyst, Training Lead.
External: Developers, technical providers, hosted partners, funders.
Performance Indicators
Reliable delivery against sprint commitments, with a clear connection to resolved operational issues.
Reduction in recurring user-reported problems across key workflows.
Demonstrable improvements in system usability and efficiency for internal teams and hosted partners.
A well-maintained backlog with clear, transparent prioritisation rationale.
Strong alignment between platform functionality and operational delivery needs.
Timely identification and effective resolution of system risks and critical defects.
Required Experience
5–8 years’ experience in hands-on product management or product delivery roles, with clear ownership of day-to-day execution.
Proven experience managing sprint cycles and working directly with developers to deliver iterative improvements.
Strong track record of identifying user needs and translating them into effective product solutions.
Experience working with complex operational systems involving multiple user groups and workflows.
Ability to operate effectively in environments with evolving and loosely defined requirements.
Comfortable working across technical and non-technical teams, acting as a practical bridge between them.
Familiarity with system integrations, workflow tools, and data-driven platforms (e.g. CRM systems, finance platforms automation tools)
Strong prioritisation skills, with the ability to balance urgency, impact, and feasibility.
Clear, structured communication style, enabling effective coordination and delivery clarity across teams.
Organisation
HOST — "ally for action"
View profile
Non Charity Employer
11 - 20
Non Charity Employer
11 - 20
We believe in the power of people to do extraordinary things. Our mission is to host the world's change-makers, enabling climate and social action.
Posted on: 29 May 2026
Closing date: 19 June 2026 at 09:19
Job ref: PD-Host
Tags: Product management
The client requests no contact from agencies or media sales.
Does something look incorrect in this job listing?
Thank you!
Results include remote roles
Filter by workplace to select only on-site or hybrid roles