Help to claim advisor jobs

About the team

The Philanthropy Team raises income for Impetus and for Impetus partner charities. The team consists of 15 staff. Impetus has an annual income of c.£11 million which we are looking to grow significantly within the next few years. The team is led by two Directors of Philanthropy and Partnerships. 

The Philanthropy Team works with major donors, corporates and grant making trusts, as well as collaboratively with colleagues across the organisation to ensure we make a compelling case to generate new financial commitments and wider support for our work. The team also deliver a high-quality engagement programme of volunteering and pro bono for Impetus’s corporate supporters.   

Impetus is driven by a shared belief in tackling the barriers that hold back young people from disadvantaged backgrounds in education and employment. Alongside investing extensive financial and non-financial support in our charity partners through our Investment Team we also seek to influence decision makers to design and implement evidence led policy and direct new resources to get young people the support they need through our Public Affairs team. We are resolutely focused on outcomes, driven by quality evidence.

You would be joining a team that is passionate, ambitious, determined and warm. We care deeply for our colleagues, our charity partners and the young people we serve. 

About this role

The Engagement Manager is an experienced professional who plays a key role in supporting donor engagement across all Impetus donors, enabling the team to provide best practice and high-quality donor stewardship and a platform for the renewal of key philanthropic gifts.

The Engagement function is responsible for pro bono and volunteering. Reporting to the Head of Engagement, the Engagement Manager is responsible for supporting the successful delivery and continuous improvement of the volunteering programme, ensuring it delivers high-quality opportunities, contributes to agreed KPIs and evolves in line with the needs of funders and the organisation. 

The postholder will account manage key relationships with mid-level supporters and internal stakeholders, working across teams to deliver meaningful and well-coordinated engagement opportunities. They will contribute to identifying and developing new opportunities for the volunteering and pro bono programmes that respond to funder interests and portfolio needs. 

In addition, they will manage relationships with mid-level pro bono supporters, taking them through the full pro bono journey from project matching and onboarding through to stewardship and ongoing support.

This is a cross-functional role that collaborates closely with the Investment team, wider Philanthropy team, Public Affairs team and other stakeholders to ensure a consistent and excellent donor experience.

Key responsibilities

Volunteering programme  

• Account manage relationships linked to volunteering across corporates, individuals and grant-making trusts, ensuring engagement is maintained and escalating strategic issues or risks where appropriate.
• Support or lead meetings, alongside fundraising account managers where appropriate, with funders to understand their volunteering interests and contribute to the development of suitable engagement opportunities.
• Support account managers in ensuring consistent donor engagement throughout annual giving cycles, including tracking, reporting, and communications.
• Contribute to the development of the volunteering function to ensure the programme offers a range of high-quality opportunities suitable for different funder types and aligned to organisational priorities.
• Identify and suggest new volunteering opportunities based on charity needs and funder interests, working with the Head of Engagement to ensure strategic alignment across the programme.
• Lead delivery of the mentoring programme within agreed plans and frameworks.
• Where necessary, support delivery of the volunteering programme (i.e workshops), ensuring it delivers high-quality engagement activities, contributes to agreed KPIs and continues to develop in response to organisational and funder needs.
• Build and manage effective working relationships across the Investment team, Philanthropy team and other stakeholders to ensure volunteering opportunities are well scoped, coordinated and delivered effectively.
• Work with the Head of Engagement to coordinate needs across the Engagement team, liaise closely with the Investment team and portfolio contacts, and plan and deliver a high-quality programme of volunteering opportunities.
• Ensure communications with donors and external partners are clear, timely, compelling and aligned with agreed messaging.
• Line manage the Engagement Officer, providing support, guidance and oversight to enable effective delivery. Where necessary, lead volunteering delivery sessions when cover is required.
• Maintain accurate and up-to-date records in Salesforce, including pipeline activity, reporting and key relationship updates.

Pro Bono programme 

• Support the identification, prospecting and conversion of new pro bono supporters, aligned with the needs of portfolio charities and Impetus, including attending meetings with prospective supporters.
• Manage relationships with mid-level pro bono funders, supporting delivery across the full engagement process from identifying suitable projects and matching opportunities through to onboarding, delivery and stewardship.
• Work with the Head of Engagement, internal teams and charity partners to scope projects and support matching pro bono funders to suitable opportunities.
• Support the onboarding and ongoing management of pro bono partners, ensuring clear communication and a high-quality supporter experience.
• Monitor the progress and quality of pro bono projects, gather feedback and identify improvements to strengthen delivery and impact.
• Maintain accurate and up-to-date records in Salesforce, including pipeline activity, reporting and key relationship updates.

Other

• Support the development and implementation of efficient processes and systems within the Philanthropy team, with a focus on consistency and effectiveness.
• Work in line with best practices and agreed processes, policies and standards across all engagement activities.
• Share insights and learnings internally and externally to support continuous improvement.
• Work in line with Impetus’ strategy, policies, and procedures.
• Attend and support delivery of Impetus events as needed.
• Support the Philanthropy team as required with ad hoc duties.
• Provide cover for aspects of the Head of Engagement role when required.
• Represent the Philanthropy team in cross-functional projects and working groups, contributing to delivery and collaboration.
   

Person specification

Essential

• Experience of delivering or managing successful engagement, volunteering or fundraising activities, including tracking performance against objectives or KPIs.
• Familiarity with the fundraising landscape, including a good understanding of the corporate donor marketplace.
• Strong account management experience, including managing external partners or funders and building effective relationships across internal teams.
• Experience managing across the donor lifecycle, and  identifying and developing opportunities that meet stakeholder needs.
• Experience of developing opportunities for diverse stakeholders.
• Ability to understand and communicate complex ideas and information, including Impetus model.
• Experience working with skilled volunteers or pro bono partners, including supporting relationships through the full lifecycle from scoping or matching through to delivery and stewardship.
• A collaborative working style, comfortable working across teams with a commitment to working in a collaborative and inclusive way to achieve shared objectives.
• Experience of managing and developing staff, including setting clear objectives, providing regular feedback and creating development opportunities. Able to adapt management style to support colleagues at different levels of seniority and experience.
• Excellent written and verbal communication skills.
• Experience delivering workstreams or programmes within agreed plans and KPIs.
• Strong project management skills with the ability to devise donor engagement plans and use project/account plans, budgets, and other financial information.
• Excellent organisational skills with the ability to manage competing priorities and manager a busy and varied workload.
• Ability to look beyond own area of expertise and be pro-active and creative in problem solving.
• Ability to make operational decisions and escalate strategic issues where appropriate.
• IT proficiency, including Microsoft Office and CRM systems (e.g., Salesforce).
• A commitment to Impetus’ mission.
• A commitment to equality, diversity and inclusion.
• Knowledge of the sector – education and employment.
• Knowledge and understanding of the needs of a young person, charities, and corporates.
• Experience of working with young people.

About Impetus

At Impetus, our focus is on helping young people achieve positive education and employment outcomes to increase their chance of leading fulfilling and successful lives, irrespective of their background.

We tackle the three most difficult challenges that affect a young person’s ability to succeed in life in Britain today:

• Lost learning through absence, suspensions, exclusions from school
• Stagnation in education attainment outcomes, which means many are missing out on key qualifications like GCSE English and maths
• The large numbers of young people out of education, training and employment

We use our deep expertise and high calibre networks to give the best non-profits working in these sectors the essential ingredients to have a real and lasting impact on the young people they serve.

Through a powerful combination of long-term funding, direct capacity building support from our experienced team and our pro bono partners, alongside research and policy influencing to drive lasting systems change, we work towards a society where all young people can thrive in school, pass their exams and unlock the doors to sustained employment, for a fulfilling life.

We are resolutely focused on outcomes and impact, driven by quality evidence.

You would be joining a team that is passionate, rigorous, determined, creative and warm. We care deeply for our colleagues, our portfolio partners and the young people we serve.

Impetus is a registered charity and our charity number is 1152262.

Our Values

In 2022 the Impetus staff agreed the following set of Values to act as our guiding principles as an organisation and help us to remain focused on achieving our mission to support young people from disadvantaged backgrounds.

We are brave and curious

We are bold and brave in our pursuit of better outcomes for young people. We lead with curiosity and stay open to new perspectives. We support one another to take considered risks and learn together.

We bring high trust, high challenge

We build strong, long-term relationships through honesty, kindness, integrity, and respect. We create the space for open, constructive challenge, where colleagues, partners and supporters feel safe to speak up, hold each other to account, and bring their best in pursuit of our mission.

We are evidence led and results driven for young people

We pursue excellence for the young people we work with, are wholly committed to better outcomes, unapologetically results driven, and accountable for our actions.

We thrive through diversity

We seek to embed diversity of thought, background and experience in every aspect of our work. We are open, thoughtful and proactive in better understanding and challenging our assumptions to better deliver the change we seek.

We always seek collaboration

We will not succeed alone. We seek meaningful, productive partnerships with others to achieve our mission and drive systems change for young people.

Our commitment to equality, diversity and inclusion

We believe that a diverse workforce leads to an organisation that is more open, creative and gets better results.

We want our team at Impetus to represent the diversity of the people and communities we serve. We also want our team to be one where different experiences, expertise and perspectives are valued, and where everyone is encouraged to grow and develop.

We want to reach a diverse pool of candidates. We are happy to consider any reasonable adjustments that potential employees may need to in order to be successful.

We recognise the importance of a good work/life balance. We do everything we can to accommodate flexible working, including working from home, working part-time job shares and other arrangements.

Please just let us know in your application or at any stage throughout the process (and beyond) if these are options you’d like to explore.

Impetus is an equal opportunity employer and is determined to ensure that no applicant or employee receives less favourable treatment on the grounds of age, disability, gender reassignment, marriage and civil partnership, race, religion or belief, sex and sexual orientation. We value diversity and welcome applications from people of all backgrounds.

Our employee benefits

Impetus appreciates the invaluable contribution made by all employees and wishes to encourage and reward loyalty, motivation and experience. We therefore offer a range of benefits and policies which aim to assist employees during various stages of their lives and careers. For more information on these, please download the job information pack from our website.

How to apply

Please click on the "Apply for this job" button.

You will need to:

• Complete the online form (including the equal opportunities monitoring form).
• Upload a comprehensive CV and supporting statement.

The supporting statement should be no more than two sides of A4 and should address the criteria in the person specification.

You should also include the contact details of two referees, one of whom must be your current or most recent employer. Referees will only be approached with your express permission.

As part of our commitment to flexible working we will consider a range of options for the successful applicant. All options can be discussed at interview stage.

The deadline for applications is Sunday 23rd August 2026, 11:59pm.

Interviews:

1st Interviews will take place on w/c 31st August 2026.

2nd Interviews will take place on w/c 7th September 2026.

You will also be required to provide proof of your eligibility to work in the UK.

Personal Data

Your personal data will be shared for the purposes of the recruitment exercise. This includes our HR team, interviewers (who may include other partners in the project and independent advisors), relevant team managers and our IT service provider if access to the data is necessary for performance of their roles. We do not share your data with other third parties, unless your application for employment is successful and we make you an offer of employment. We will then share your data with former employers to obtain references for you. We do not transfer your data outside the European Economic Area.

For over 140 years, the Forces Employment Charity has proudly supported service leavers, veterans and their families in building successful civilian careers. We provide veterans with life-long, life-changing support, jobs and training opportunities regardless of circumstances, rank, length of service or reason for leaving. 

By working for FEC, you will become part of a vibrant team living the Charity's values: Expert, Supportive, Passionate, Open and Honest, Resilient and Collaborative. 

Op NOVA is a specialist programme delivered by the Forces Employment Charity that supports veterans that are in contact with, or at risk of entering, the criminal justice system. This support is delivered across the UK through NOVA Scotland, NOVA Wales and NOVA Northern Ireland. 

​

Brief role description

The Nova Support Team (NST) Client Advisor plays a key role in the NOVA Support Team, acting as the first point of contact for veterans who have served in the UK armed forces and are at risk of, or are involved in, the criminal justice system. They provide timely initial advice, guidance and support, assess individual needs and connect veterans to appropriate services.

The role includes receiving and triaging referrals, making prompt first contact, completing initial registrations and maintaining accurate and detailed records on the case management system to support effective casework.

​

Who we're looking for

We are seeking a compassionate and people-focused individual who can build trust and communicate clearly while supporting veterans with a range of complex needs.

You will have experience and guiding and supporting individuals with strong interpersonal skills and the confidence to provide accurate advice and direction. You will also be highly organised, detail-oriented and able to manage multiple cases effectively while handling sensitive information with professionalism and care.

You will be proactive, IT confident and able to work both independently and collaboratively with internal and external stakeholders. The ideal candidate will also bring an understanding of the justice system, experience using Salesforce, or a similar CRM system, and a resilient, adaptable approach.

​

This is a fixed term position for about 2 years. The contract end date will be confirmed at the offer stage. 

​

Interested? Want to know more about the Charity? Check out our website.

​

Eager to know more about the role? Have a look at the Job Description. 

​

What's in it for you? Check out our Benefits.

​

Have we convinced you to apply? If so, submit your CV and Covering Letter by Sunday, 16 August 2026.

​

Got questions about the role? Get in touch with the People Team at the Forces Employment Charity.

​

Please note: Applications will be reviewed and interviews conducted throughout the duration of this advert; therefore we may at any time bring the closing date forward. We encourage all interested applicants to apply as soon as possible. If you are an internal applicant, please ensure you have made the People Team aware before applying. 

We are committed to equal opportunities and improving the working lives of our staff by creating an inclusive and supportive environment where everyone, including those with disabilities, can thrive, develop and achieve their full potential. We actively encourage applications from individuals with diverse backgrounds and ensure reasonable adjustments are made to support candidates with disabilities throughout the recruitment process. We actively recruit citizens of all backgrounds, but the nature of our work in specific departments means that residency and security requirements can be more tightly defined than others. You will be asked about this throughout the recruitment process.

​

#LI-DNI

JOB TITLE:                  Welfare Benefits Support and Information Officer / Advisor

ORGANISATION: Big Local Works – Charity No: 1182561

LOCATION:                       Big Local Works 4 Market Place, London SE16 3UQ

CONTRACT TYPE:           6-month / Fixed Term contract  (Sickness Cover)

REPORTING TO:             Charity Manager

General Information

Big Local Works (BLW) is a community-focused economic support and regeneration charity based in Bermondsey, South East London. We want to help create a thriving, inclusive local economy and community in which everyone can participate.

To make this happen, we maximise local people’s financial and economic wellbeing to reduce poverty and hardship, and give them support to find sustainable, active routes out of poverty, including through employment and enterprise.

We deliver our support in the community through three main services:

· Expert welfare and benefits advice and advocacy for local people experiencing poverty and hardship

· Employability Skills training and coaching to help people access ways of increasing their earned income

· Start-up and enterprise support for clients who wish to start trading on the local ‘Blue Market’

Our current Welfare Benefits Advisor is on leave of absence, so this role is temporary cover until the end of the year. We are looking for someone for an immediate start.

The role of the Welfare Benefits Support and Information officer is the relief of financial need by the provision of free advice, information, support and advocacy for Southwark Residents

Key Tasks include:

· To provide a generalist welfare benefits advice, information and casework service to clients using the services at BLW

· To provide a review of possible benefit entitlements and support clients to make claims, submit forms and applications as appropriate.

· Ensure advice service provided by BLW is effective and efficient, meets best practice and is of a consistently high quality, delivering a high level of customer care and client satisfaction.

· To provide welfare benefits support in a variety of settings i.e. drop-ins and community spaces, to provide advice and information, and welfare benefit checks to ensure individuals have accessible support.

· Help clients understand benefit decisions, represent clients who have been turned down for benefits, deal with reviews, and, where appropriate, prepare for and attend appeals tribunals.

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

What you need to bring:

· A good understanding of the Welfare Benefits system to deliver an advice casework service

· Good administration skills and ability to develop own caseload and prioritising work.

· Ability to use IT, Word and Excel in the provision of advice

· Ability to research, analyse and interpret complex information

· Numeracy skills required to understand statistics and check calculations

· Use IT for statistical recording, record keeping and document production.

· Able to work collaboratively with a wide range of stakeholders

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

· Demonstrate commitment to the aims and policies of the BLW’s service.

· Abide by health and safety and safeguarding guidelines and share responsibility for own safety and that of colleagues.

· A good understanding of- and commitment to the aims and principles of the charity and its equal opportunities policies.

· Willingness to learn and develop skills in advice topics

You will benefit from

· Holiday -  FTE 25 days plus Bank Holidays so for 6 month contract at (0.4 FTE)  it would be 5 days holiday plus Bank Holidays

· A great working environment and culture within a small, but growing, charity dedicated to improving lives in our community

If you are passionate about supporting individuals and communities facing poverty and improving their lives, and have the skills and experience required for this role, please apply.

MAIN TERMS AND CONDITIONS

2 days per week (0.4 FTE)

Hours normally 9-5 pm but flexible to accommodate outreach, research and training needs

Annual salary: £12,000 for 2 days / week (£30K FTE)

DBS check essential

We're looking for people who genuinely want to make a difference. You don't need to have worked in money advice before. If you're an excellent communicator, a natural problem solver and enjoy working with people, we'll provide the training and support you need to succeed. This role is about much more than providing advice. It's about building trusted relationships with people who may be experiencing financial hardship, poor mental or physical health, trauma, disability, homelessness, digital exclusion or other barriers that make accessing traditional services difficult. If you're compassionate, resilient, organised and committed to helping people rebuild their confidence and financial stability, we'd love to hear from you.

Job Purpose:

The Client Liaison Officers are the first point of contact for individuals referred into the Crisis & Resilience Service and play a vital role in ensuring people receive timely, compassionate and person-centred support. Acting as the gateway into the service, you will build trusted relationships from the very first contact, undertaking holistic assessments to understand not only an individual's financial situation but the wider circumstances affecting their wellbeing and resilience.

You will respond quickly to people experiencing financial hardship or crisis, helping to stabilise their immediate situation through income maximisation, welfare benefits advice, crisis planning and practical support. Working closely with partner organisations, you will ensure every client is connected to the right support at the right time through a coordinated 'no wrong door' approach. You will maintain regular contact with clients throughout their journey, preventing disengagement and ensuring individuals feel supported whilst awaiting ongoing casework. Through empathy, knowledge and flexibility you will remove barriers to engagement, helping clients prepare for specialist advice and supporting them to build the confidence and skills needed for long-term financial resilience.

The role combines triage, welfare benefits advice, crisis intervention, client engagement and case coordination to provide an accessible, responsive and trauma-informed service for some of the most vulnerable people in the community.

Main Duties and Responsibilities

Client Engagement and Triage

· Act as the first point of contact for all referrals into the Crisis & Resilience Service.

· Contact new referrals promptly, normally within one working day wherever possible.

· Build positive, trusting relationships from the first interaction.

· Complete holistic needs assessments to understand each client's circumstances, priorities and support needs.

· Identify risks relating to homelessness, utility disconnection, enforcement action, safeguarding and financial crisis.

· Assess barriers to engagement including poor mental health, disability, trauma, digital exclusion, literacy, caring responsibilities and rural isolation.

· Undertake and maintain appropriate risk assessments, including those relating to lone working, to support and safeguard the health, safety and wellbeing of clients and staff.

· Agree preferred communication methods with each client and tailor support accordingly.

Crisis Intervention

Provide immediate practical support to help stabilise clients experiencing financial hardship by:

· Maximising household income through welfare benefits advice and applications.

· Supporting Crisis Fund applications where appropriate.

· Completing benefit entitlement calculations.

· Assisting clients to gather supporting evidence.

· Developing emergency budgets.

· Identifying priority debts.

· Negotiating with priority creditors where appropriate.

· Supporting Breathing Space applications.

· Protecting essential services including fuel and housing.

· Arranging emergency support including food, fuel and other crisis assistance where available.

Aim to stabilise urgent situations within three working days wherever possible.

Welfare Benefits Advice

· Provide high-quality welfare benefits information and advice.

· Complete benefit entitlement checks.

· Support new claims and changes of circumstances.

· Assist clients with mandatory reconsiderations and appeals where appropriate.

· Identify opportunities to maximise household income.

· Keep knowledge of welfare benefits legislation up to date.

Client Journey and Case Coordination

· Allocate clients to the most appropriate adviser based on complexity and need.

· Maintain oversight of client journeys.

· Ensure no client disengages or is lost within the system.

· Maintain regular contact with clients awaiting specialist advice.

· Support clients to engage with "Get Advice Ready" sessions to help clients prepare documentation and understand the advice process.

· Make warm referrals to partner organisations with client consent.

· Support seamless transitions between crisis intervention and longer-term casework.

Outreach and Accessibility

· Deliver support flexibly through telephone, video, secure digital communication, outreach venues and home visits where appropriate.

· Remove barriers preventing individuals from accessing advice.

· Adapt communication styles to meet individual needs.

· Promote financial education opportunities and encourage participation where appropriate.

Partnership Working

· Develop positive working relationships with partner organisations.

· Liaise with statutory agencies including housing, adult social care, DWP and health services.

· Attend multi-agency meetings where appropriate.

· Promote the "No Wrong Door" approach to service delivery.

Systems, Recording and Compliance

· Maintain accurate and timely case records using AdvicePro.

· Complete all monitoring requirements.

· Record outcomes, interventions and client progress.

· Maintain GDPR compliance.

· Use digital systems including client portals, Open Banking and automated workflows where appropriate.

· Ensure safeguarding concerns are recorded and escalated immediately.

Continuous Improvement

· Participate in supervision and reflective practice.

· Contribute ideas for improving systems and processes.

· Support service evaluation through client feedback and case studies.

· Keep professional knowledge up to date through continuous professional development.

Job Title:  Head of Finance and Income Operations
Hours:  Full-time, 37.5 hours per week
Contract:  Permanent
Salary:  £45,000 per annum
Location:  Home-based in the UK, with occasional travel for team meetings and events
Role profile: A detailed role profile can be found in the 'supporting documents' for this advert

About the Nature Friendly Farming Network (NFFN)

The Nature Friendly Farming Network (NFFN) is a farmer-led organisation helping farmers restore the balance between farming and nature. We support farmers by sharing knowledge, resources and case studies that help boost food production, protect wildlife, and build climate resilience.

We influence policy to secure fair rewards for farmers who care for nature, and we connect like-minded farmers across the UK.

Our network is open to all: farmers, the public and partner organisations.

About the Role

We are looking for a Head of Finance and Income Operations to lead NFFN’s finance function and help strengthen the systems, controls and reporting that will support the organisation’s next stage of growth.

This is a senior leadership role at the heart of a small, ambitious and mission-led organisation. You will oversee day-to-day financial management, budgeting, management accounts, restricted funds, funder reporting and income operations. You will also help improve how finance works across NFFN, giving budget holders clearer information and helping the organisation make confident, well-informed decisions.

The role is about more than keeping the numbers moving. We are looking for someone who can help build a stronger finance function, improve internal systems, support funder confidence, and help NFFN manage a more complex mix of grants, donations, restricted funding and revenue-based delivery work.

Depending on your background, this may suit someone with strong charity finance experience, or someone from a finance, grants, funding operations or mission-led commercial background who wants to use their skills in a values-led organisation.

Key responsibilities include:

• leading day-to-day financial management, controls and reporting

• preparing budgets, forecasts, management accounts and financial updates

• supporting budget holders with clear, practical financial information

• improving finance systems, processes, approvals and reporting tools

• overseeing restricted funds, grant conditions, funder reporting and income tracking

• supporting funding applications with budgets, financial information and reporting structures

• helping NFFN manage VAT, full cost recovery and different types of income as the organisation grows

• working with the CEO, CSO, Head of Fundraising, SLT, Board and external advisers

• providing line management to the Head of Fundraising and potential future roles within the finance and income operations function 

This role will suit someone who combines financial rigour with practical judgement. You will need to be comfortable working independently in a remote organisation, explaining finance clearly to non-finance colleagues, and improving systems in a way that is proportionate and realistic for a small non profit organisation.

We know this is a broad role, and we are not expecting one person to have done everything before. We are looking for someone with strong financial experience, good judgement, attention to detail, and a genuine interest in helping NFFN build the financial infrastructure it needs for the future.

This is a fully home-based role, with flexibility in how work is managed and occasional travel for team meetings and events. You will be joining a collaborative, values-led team working to support farmers, nature and a more resilient food system.

About the Role

Reporting to the Head of Operations, you will be responsible for the day-to-day financial administration of the Trust, ensuring accurate financial records, timely processing of income and expenditure, budget planning and development, monitoring, and compliance with charity accounting requirements.

You will work closely with the Head of Operations, Trustees and external advisers, supporting financial planning, audit requirements, and governance. The role also includes providing Clerk support to the Board of Trustees, including attending up to four evening meetings each year.

This is an ideal opportunity for someone who enjoys working in a varied finance role within a small organisation where they can make a genuine contribution and see the impact of their work.

Why Join Us?

At The Frank Parkinson Yorkshire Trust, you’ll be part of a small organisation where your contribution is visible, valued and genuinely makes a difference. You’ll have the opportunity to influence how our finance function develops while supporting a charity that has served older people in Guiseley for generations.

What We Offer

· 25 days annual leave, increasing to 30 days with service (pro rata)

· Additional day off on your birthday

· Healthcare benefits

· Pension scheme

· Enhanced occupational sick pay.

· Free on-site parking

· Flexible working arrangements

· Training, professional development and support towards relevant qualifications considered.

· Opportunity to work in a friendly, supportive team with real autonomy.

Most importantly, you’ll have the opportunity to play a key role in ensuring the long-term financial sustainability of the Trust, helping us continue to provide safe, high-quality homes and services for older people within our community.

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.

The Senior Programme Manager will be responsible for  managing  FFRP, a London wide programme that supports families on low income to access good quality, free and independent advice, in order to prevent or alleviate financial hardship. The ideal candidate will be an experienced project manager, confident in relationship management and in evaluation and monitoring, with a strong understanding of the free legal advice sector in London. 

This is an exciting opportunity for an excellent communicator with experience in collaboration and partnership working who is keen to make good quality income maximisation advice and support accessible to families across Scotland.

As Development Officer (Income Maximisation in Schools) you will play a lead role in looking at the actions needed at different levels to sustainably embed advice in schools across Scotland. You’ll be involving and engaging schools, advice services and other partners to develop practical recommendations which can be used to improve provision nationally. You will also be helping to develop resources and professional learning to increase awareness and confidence in schools around financial entitlements and pathways to income maximisation support.

You will be based within the Cost of the School Day team at CPAG in Scotland and will work closely with Welfare Rights, Digital and Policy colleagues.

We welcome applications from individuals with the skills and experience outlined and we can be flexible about working arrangements. We operate a hybrid working system and would be happy to discuss any flexibilities required. CPAG is committed to equity, diversity and inclusion which you can read more about in the job pack.

For more information about this post and to apply, download the Development Officer (Income Maximisation in Schools) job pack and application form.

If you have questions or need specific arrangements or reasonable adjustments to take part in the selection process please contact us at.

Closing date for applications: 11.59pm 16 August 2026

Interviews will be held at our Glasgow office in person on: 25 August 2026