Information and advice specialist advisor jobs

About the role

Join a charity that’s passionate about safeguarding children and vulnerable adults. If you want your work to have a real-world impact, this is the role for you.

What You’ll Do:

You’ll be part of our Disclosures & Training team, working collaboratively to provide administrative and customer service support. This is a front-line role where you’ll:

• Deliver excellent customer service, offering advice and guidance to callers and managing enquiries via phone, email and post.
• Process disclosure applications accurately, ensuring legal compliance and liasing with the Disclosure and Barring Service or AccessNI.
• Maintain and update customer and membership records using Microsoft Dynamics, resolving queries and discrepancies as needed.
• Support team operations through triage participation, reporting, training, and adherence to GDPR, organisational policies, and health & safety standards.

This role offers a valuable opportunity to apply specialist knowledge alongside practical problem-solving - supporting efficient, compliant, and high-quality disclosure services across thirtyone:eight.

Why You’ll Love Working Here:

• Purpose-driven work: Everything you do helps protect children and vulnerable adults.
• Flexible working options: Balance your life and work with hybrid arrangements.
• Professional growth: Opportunities to learn, innovate, and lead.
• Supportive culture: Join a friendly, collaborative team that values your ideas.

If you enjoy delivering excellent customer service, handling detailed processes, and contributing to work that makes a meaningful difference, we’d love to hear from you.

Main Responsibilities

• Provide advice and guidance to members phoning the Disclosure Service and to give a consistently high level of customer service. 

• Maintain computer records relating to the provision of thirtyone:eight membership and disclosure service

• Participate in an effective and appropriate triage system operated for callers to the training team.

• Processing disclosure application forms ensuring that they meet legal requirements.

Specific Responsibilities

• Deal with incoming post, emails and telephone enquiries relating to the operation of the Disclosure Service.  

• Carefully check information received to ensure completeness, following up any enquiries necessary by post, telephone or e-mail.      

• Check and countersign online disclosure application forms and then forward the application to the Disclosure and Barring Service or AccessNI for processing.  

• Enter details of disclosure applications and members of thirtyone:eight on the database (Microsoft Dynamics). 

• Follow up all queries, discrepancies and other issues as appropriate with client churches/organisations and the Disclosure and Barring Service.  

• Participate in internal and external meetings and training events as required – mostly online but occasionally in-person.  

• Prepare reports and data information as requested.  

• At all times work within the policies and Code of Practice laid down by the Disclosure and Barring Service, thirtyone:eight and UK Data Protection Legislation and GDPR.

• Under the Health & Safety at Work Act and associated guidance, take adequate care for the health and safety of oneself and other persons who may be affected by an individual’s acts or omissions.

• Undertake any other reasonable duty or task in accordance with the objectives of the post.  

Person Specification

A) Essential Personal Characteristics and Qualities:

• Humility - Having a modest view of your own importance.
• Integrity - The quality of being honest and having strong moral principles.
• Openness - Acceptance of, or receptiveness to change or new ideas. 
• Collaborative - Involving two or more parties working together. 
• Solution-focused - Concentration in problem solving or dealing with a difficult situation.
• Learning - Knowledge acquired through study, experience, or being taught.
• Creative - Having good imagination, thinking differently, or having original ideas.
• Fair - Treating people equally without favouritism or discrimination. 
• Committed - Dedicated to a certain course, cause or policy.
• Passionate - Having or showing strong feelings or beliefs. 

B) Essential Experience:

• Experience of processing large volumes of DBS checks.

• A detailed understanding of the legal eligibility for Enhanced DBS checks within a faith setting.

• Broad-based experience of working in an office environment.  

• Experience of dealing with clients/customers over the telephone. 

• Good computer skills (MS Office applications as a minimum).

C) Essential Abilities, Knowledge & Motivation:

These are the skills we regard as essential for the role:

• Significant working knowledge of DBS Eligibility

• Excellent telephone manner

• Excellent written and verbal communication skills

• Ability to be self-motivated and to work with the minimum of supervision

• Ability to identify with and accept the aims of thirtyone:eight as a Christian social work organisation

• Calm, non-judgemental attitude with sensitivity and tact to enable an appropriate initial response to people in need ringing thirtyone:eight

• Meticulous as to detail

• Ability to work to deadlines

• Flexibility and a good team worker

• Ability to deal confidentially with matters of a private and sensitive nature

D) Desirable Skills and Knowledge:

• Experience of working on a database 

• Good typing skills 

• An understanding of the Disclosure and Barring Service 

• An awareness of Christian organisations and church structures

• Experience of using Microsoft Teams

Age UK Kensington and Chelsea’s Information and Advice (I&A) service provides rights-based information, advice and advocacy on Welfare Benefits, Social Care and Housing options as well as practical assistance to enable older people access their entitlements.

Join a vibrant, values‑driven local charity making a real difference to older people across Kensington and Chelsea. As a Senior Information & Advice Caseworker, you’ll play a key role in ensuring our rights‑based advice service is the best it can be — supporting advisers, shaping quality, and helping older people access the benefits, care and housing options they deserve.

If you’re motivated by impact, collaboration and championing dignity and independence, we’d love to hear from you!

SV 2has been supporting victims and survivors of sexual abuse since 1994, and today provides a range of services to anyone in Derbyshire and Derby City who has experienced sexual abuse, assault or violence, including their friends and family members. We support people irrespective of age, gender or when the abuse occurred.

We're looking for a highly motivated ISVA (Independent Sexual Violence Advisor) to work across Derbyshire. The role will support people aged 18 and over who have experienced sexual abuse or rape at any point. The successful candidate with join our friendly, professional and passionate team, working across Derbyshire remotely and in person.

You might be the right person for the role if you have:

· At least one year’s experience in managing complex client cases

· Experience of building relationships with partner services and other professionals

· Knowledge of issues affecting victims of sexual violence and abuse

· Experience in delivering services in a confidential environment

· Driving licence and access to a car with business insurance

· Knowledge and experience in relation to the Safeguarding of Vulnerable Adults and Children

We're keen to hear from you if you are looking for a new challenge.

In exchange we offer a competitive salary which increases on qualification, 27 days annual leave plus bank holidays and a comprehensive employee wellbeing service.

Our hybrid working policy is based on doing what's best for our clients, our services and our people, so we would expect you to be on site for at least half of your working week.

This role is subject to Enhanced DBS certification and Police Vetting due to the nature of our services. You can find out more about our recruitment of ex-offenders policy by contacting us

Closing date for completed applications is Midnight on 7th June 2026. If application is successful, interviews will be held W/C 15th June 2026

Job Types: Part-time, Permanent

Part-time hours: 30 per week

Salary: Unqualified Salary is £20,738 (0.8 FTE) Increasing to  £23,238  (0.8 FTE )per annum once qualified 27 days, plus bank holidays, leave per annum, pro rata 

Benefits:

Additional leave

Company pension

Flexitime

On-site parking

Sick pay

Schedule:

Day shift

Flexitime

Tuesday - Friday

No weekends

Work Location; In person, Derbyshire 

Experience: casework , min one year preferred

Application deadline: Midnight 7th June 2026

Join Disability Law Service and help empower Deaf and Disabled people to access justice. Support our vital work by delivering specialist welfare benefits advice and training to help Deaf and Disabled people secure the support they're entitled to. 

About Disability Law Service 

Disability Law Service (DLS) is a Deaf and Disabled Peoples Organisation providing free legal advice and representation to Deaf and Disabled people across England and Wales. We work to promote equality, inclusion, and access to justice through high-quality legal advice, welfare benefits support, and systems change work. Our work is grounded in the social model of disability and is focused on tackling discrimination and structural barriers faced by Deaf and Disabled people. 

Purpose of the role 

To provide specialist welfare benefits advice and training to Deaf and Disabled people and organisations, supporting access to entitlements and improved outcomes. 

Overview 

You will deliver welfare benefits advice via our helpline and outreach work, alongside providing training to voluntary and community organisations. You will also contribute to service development and collaborative team working within our Social Welfare Law team. 

Key responsibilities 

• Provide welfare benefits advice via a dedicated helpline 

• Support clients to understand entitlements and next steps 

• Deliver welfare benefits training to external organisations 

• Maintain accurate case records and reporting systems 

• Contribute to service development and digital advice delivery 

• Work collaboratively within the team 

• Maintain up-to-date knowledge of welfare benefits law and policy 

What we offer 

• Opportunities to develop expertise in welfare benefits and financial resilience, and contribute to a varied and dynamic workload 

• A supportive and inclusive working environment within a committed and experienced team

• A varied role where your work directly supports access to justice for Deaf and Disabled people.

Equality, diversity and inclusion 

We welcome applications from everyone and are particularly keen to support Deaf and Disabled people to join and develop within our organisation. We are a flexible employer committed to creating an inclusive environment in which everyone can thrive. 

To apply

To apply, please upload your CV and a supporting cover letter (up to 2 pages) outlining your suitability for the role via CharityJob. Please make sure you have read the job description and person specification fully before applying for the role. 

About Working Well Trust 

Working Well Trust is a mental health and employment charity in London. All of our projects share the aim of improving the lives of people with mental health support needs, learning disabilities and/or complex issues through training and employment. 

We are now recruiting an IPS Employment Advisor to join our Connect to Work service across Enfield. This is a full-time, permanent role working 35 hours per week, following the principles of the IPS model to support people into paid employment. 

What you’ll be doing 

If you were working with us, your days would be varied and people-centred. You would manage a caseload of clients with mental health support needs, people experiencing homelessness, and people with offending histories, offering one-to-one support to help them secure and sustain employment that matches their preferences. 

You would provide person-centred guidance using the IPS approach (training is provided), helping clients build confidence, prepare for work, and navigate challenges that may arise. A key part of the role involves engaging employers, promoting the value of our service, and identifying suitable job opportunities.

You would work closely with NHS clinical teams, contributing to an integrated approach to recovery through employment. This includes attending team meetings, coordinating support, and maintaining clear, client-led communication. The role also involves working to agreed targets while maintaining a high-quality, supportive service. 

What you’ll need 

You do not need previous employment support experience. What matters most is that you bring: 

• A genuine desire to support people with mental health support needs and/or learning disabilities to achieve their employment goals. 

• Motivation to help people from all backgrounds move into meaningful work. 

• Confidence speaking with a wide range of people, from clients to employers. 

• Strong organisation skills, with the ability to multitask and manage your workload. 

• Willingness to learn the IPS model and become confident approaching employers. 

We welcome applications from people with lived experience of mental health, personally or through a close contact. 

What we offer 

• 30 days annual leave plus public holidays (FTE) 

• Paid company closed days at the end of the year (FTE) 

• Flexible, paid Wellbeing Hour every fortnight (FTE) 

• 6% employer pension contribution 

Working Well Trust is an equal opportunities employer and Confident about Disabilities. 

What’s next 

Before you apply, please note the following: 

• We actively recruit and carefully review all applications. Due to rapid service expansion, we have onboarded 20 external hires in the last six months. 

• To ensure we can best support the people and communities we serve, we progress applications only where candidates provide meaningful answers to the screening questions. 

• Career development is real here: in the past year, 10 colleagues have progressed internally into Senior roles, Project Lead, Team Lead, and Operations Manager positions. We value ambition and celebrate progression. 

• If you require any reasonable adjustments at the interview stage, for example due to a disability, learning difficulty or health condition, please let us know in advance so that we can make appropriate arrangements.

If you are ready to help us build a service that supports people into meaningful work, click Apply to submit your CV and answer the screening questions. Telephone and final interviews will be confirmed. 

Start your application today and take the next step in a rewarding career. 

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 

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.

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

Independent Age is the national charity focused on improving the lives of people facing financial hardship in later life. We believe no one should face financial hardship in later life.

Our Helpline and expert advisers offer free, practical support to older people without enough money to live on. Through our grants programme, we support hundreds of local organisations working with older people across the UK. 

We use the knowledge and insight gained from our support services and partnerships to highlight the issues experienced by older people in poverty and campaign for change.

We would love to find individuals from all walks of life and diverse backgrounds to join us on this journey.

Responsibilities and Person Specification:

This new role is an integral part of the day-to-day delivery of our Advice and Support Service. The service is targeted at older people in or facing financial hardship, and provides information, advice and follow up support relating to a range of issues, including Welfare Benefits, Social Care and Housing. 

As an Adviser (Scottish Housing, Social Care and Welfare Benefits) you will be responsible for providing specialist support to older people, their families and carers through our advice service with their enquiries relating to housing and welfare benefits in Scotland as well as providing generalist level support on a range of issues through our duty service.

You should have in depth, specialist level knowledge of Housing or Welfare Benefits in Scotland (ideally both) as they relate to older people, and experience working within a high-volume advice setting and advice supervision framework. We plan to expand our advice offer in Scotland to cover Social Care, so knowledge in this area would also be beneficial. You should be able to travel within Scotland, including to Glasgow and Edinburgh.

For full details on the role and requirements, please review the job description and person specification.  If your experience doesn’t align perfectly with all of the criteria in the person specification but you do meet most of them and are excited about the role, we encourage you to apply anyway. 

This role could be worked full-time, 35 hours per week, which you can choose to work over five days or a 9-day fortnight, or part-time on a minimum of 21 hours per week. We are open to the role being either homebased (with occasional travel to London) or hybrid working in London (minimum 4 days per month in the office).

Salary Information:

The salaries below are full-time (35 hours per week) and will be pro-rated if part-time.

London based: £34,493 per year 

Homebased: £31,054 per year 

Location: Homebased or hybrid working in London (minimum 4 days per month in the office). Travel within Scotland, including Glasgow and Edinburg

What it’s like to work at Independent Age:

We celebrate diversity at Independent Age and champion the differences that make each of us unique. We actively support and encourage people from a variety of backgrounds, experiences and skill sets to join us and help shape what we do. We aim to attract and retain a wide range of talent and create an environment where everyone can feel safe, protected, welcome and included.

We offer great benefits including 28 days annual leave plus public holidays, a generous pension scheme with life assurance, and fantastic learning and development opportunities. We also offer a number of enhanced leave provisions and benefits.

We know that a good work life balance helps us perform at our best and supports wellbeing. Flexible working hours and hybrid working is standard for all (those contracted to work in the office usually attend 1 day per week). But if you need a different form of flexibility, we are always happy to talk flexible working. 

You can find out more about what it’s like to work at Independent Age by visiting the Careers page on our website.

Application Process:

To apply, please visit our website to submit a CV and a Supporting Statement, detailing how your skills and experience meet the criteria within the Job Description and Person Specification (please do not hesitate to contact us if you have specific requirements and need support to apply in an alternative format).

To support our commitment to equity, diversity and inclusion our hiring managers use anonymous shortlisting. Therefore, please do not include your name, photo, or information to indicate your gender or age in your CV and supporting statement. Please do not omit dates of employment. Please ensure the title of any uploads does not contain your name. 

Independent Age is committed to safeguarding and follows Safer Recruitment practices to ensure we are safeguarding those we work with. We therefore ask that you supply your full work history with explanations for any gaps in the application documents you submit and, if offered the post, we will require two employment references including your current or most recent employer. A Basic DBS or Level 1 Disclosure check will be carried out for the successful candidate. 

Closing Date: Monday 15 June, 11:59pm

First Interview Dates: Wednesday 24 and Thursday 25 June, online via Microsoft Teams

Second Interview Dates: Wednesday 1 and Thursday 2 July, online via Microsoft Teams

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

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

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

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

What You’ll Be Doing 

You’ll be responsible for: 

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

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

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

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

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

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

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

What We’re Looking For 

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

You’ll bring: 

• Strong communication skills, both written and verbal 

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

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

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

• Strong organisational skills and the ability to manage workload effectively 

• The ability to work collaboratively as part of a team 

• Resilience and emotional awareness when supporting clients in challenging situations 

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

Training and Support 

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

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

• Ongoing coaching, quality feedback and development support 

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

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

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

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

1. A 45‑minute Microsoft Teams interview 

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

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

Accessibility and Adjustments 

We want every candidate to feel confident and supported. If you need any adjustments or have specific preferences during the recruitment process, just let us know and we’ll do our best to accommodate you. 

Important Information 

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

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

Our Commitment to Inclusion 

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

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

ROOTED FINANCE

Rooted Finance is a pioneering specialist debt and financial inclusion Charity based in London. We’re committed to making money and debt advice accessible, for everyone.

The people we work with come from all walks of life and so do we.

We employ advisers from all backgrounds, not just because it’s the right thing to do, but because we are the communities we serve. We provide quality debt and money advice services to help clients manage their finances and debts, protect their essential services; and safeguard their income and priority needs. Our services have never been more needed in an uncertain financial environment.

Rooted Finance is expanding its team and is looking for a full-time Money Guidance Officer. This is an exciting opportunity to join a dynamic and supportive team at a pivotal moment in our growth.

We are looking for someone who enjoys providing a first-class client satisfaction and support service. You will work closely with our Advice team to ensure clients are accessing support through engagement activities and that they are able to progress their debt advice journey smoothly.

You will be the interface for advisers to ensure documentation and tasks are completed in a timely manner or the clients you are supporting. The post-holder will need to be comfortable interacting with a variety of audiences – advisers, clients and partner organisations, and enjoy supporting people to progress through their advice journey.

You will have strong administrative, research and data skills, excellent communication and critical-thinking skills, and should be flexible and capable of working independently and as part of a team.

The post holder will be part of a small team and need to be a proven self-starter. The team language is English, and Rooted Finance is an Equal Opportunities employer.

JOB DESCRIPTION

Job : Title Money Guidance Officer

Salary: £28,000

Hours: 35 Hours per week 

Benefits: 25 days annual leave plus bank holidays Day of leave on your birthday Additional day of leave for each year of service up to 35 days 3% Pension contribution stakeholder pension £200 home-office equipment allowance Costco membership. Employee Assistance Programme Hybrid and flexible working arrangements available and agreed according to business needs 

Contract: Permanent/Fixed Term (subject to funding) 

Location: Rooted Finance delivers primarily an in-person service, postholder will be required to attend outreach locations/RF office. Hybrid arrangement with remote working will be incorporated where possible based on business demands.

Purpose of the Job

Rooted Finance provides client focused and impact driven services. The ability to provide first class advisory and casework services that impact individuals, and the communities they live in, is fundamental to the way in which Rooted Finance provides transparent and evidence-based services.

RF is looking for a proven self-starter to support our advice services and preventative initiatives. You’ll be passionate about working with people and committed to delivering a high-quality community engagement and support program. You’ll be adept at delivering comprehensive support to individuals within diverse community settings.

You will be confident in working with community members to grow and develop projects to reach isolated individuals. Working flexibly across dates (including occasional weekend working), times and locations, responding to project and community needs as required.

The successful candidate will have excellent interpersonal skills and be able to work flexibly with clients. You will be meticulous in your work, especially when supporting clients and maintaining case records for continuity of ongoing support. You will be trained and expected to keep up to date with regards to legislation, case law and policy changes relating to debt and a working knowledge of welfare benefits as directed by Line Manager.

Training and development

Rooted Finance will provide internal and external training as appropriate. Continued professional development is fundamental to the values of Rooted Finance in building capacity amongst its team members.

Reporting

The post holder will report directly to the Advice Manager of Rooted Finance

Role Requirements

This role aims to address the additional barriers and needs faced by overindebted individual, ensuring they are supported in navigating these challenges and can focus on the debt advice process effectively. As a Money Engagement Officer you will work across our various community partners, delivering money mentoring support and income maximisation services to local communities with the aim of promoting financial resilience and wellbeing. You will also provide assist in collecting essential documents and information for advisers to progress their cases. You will maintain accurate client and project records and contribute/support Manager(s) with effective project monitoring and reporting. You will capture learning to share with project stakeholders to help inform Rooted Finance’s wider approach to financial inclusion services.

Key functions and impact of the role will include;

Outreach and Engagement: Actively engage overindebted individual through various outreach initiatives such as community events, workshops, and partnerships with local organisations to raise awareness about debt advice to encourage individuals to seek help early and facilitate this through practical 121 support.

Support and guidance: Provide ongoing support needs to keep people with money worries engaged in the debt advice journey. Often people struggling with money worries have additional barriers and needs, this role focuses on the 'support function' which will be available to help people navigate barriers so they can focus on the specialist debt advice needed and offered through Rooted Finance and other support services.

Referral and Collaboration: foster a cohesive relationship to build partnerships and to collaborate with debt advice services, community organisations, and other stakeholders to facilitate referrals and ensure a seamless transition into debt advice services. Maintain strong partnerships with service providers to enhance accessibility and support for individuals in need.

Empowerment and Education: Equip our services users by providing ‘digestible’ financial education, coaching, and advocacy to help them make informed decisions, improve their financial literacy, and build long-term financial resilience. Data Collection and Reporting: maintain accurate records of all outcomes, advocacy and support provided to all individuals, diligently record outcomes to track the effectiveness of the triage process and measure the impact of the engagement efforts on increasing access to debt advice and other services.

Duties & Responsibilities: The main duties will include

1. Work closely with RF advice team in identifying client’ needs to work together to implement a holistic approach to supporting individuals.

2. Manage a joint caseload with debt advisers to ensure successful engagement in the debt advice journey, monitor progress and maintain diligent records across all systems

3. Working closely with advisers to support their more vulnerable clients

4. Delivering both 121 and group sessions to build individuals’ financial knowledge and resilience.

5. Increasing the visibility and awareness of the advice services through external events and roadshows

6. Develop and maintain good working relationships with clients to facilitate engagement in debt advice journey by explaining and outlining what debt advice offers, support to engage in attending debt advice appointment, follow up with obtaining required documents, make effective referrals for additional services and provide on-going support.

7. Draw up a personalised plan supporting clients to access and engage with the extensive range of support available in the community. Actively connect clients with a wide variety of services through signposting for additional help around health, wellbeing, housing, welfare, immigration, social support and financial advice. 

8. Identify aftercare support to help individuals increase their ability around ongoing financial capability and literacy skills and to reduce further and future financial exclusions

9. Working with, and recruiting clients to, our Lived Experience Steering Committee

10. Provide one to one/group sessions to encourage and increase engagement in the debt advice service

11. Develop marketing and creative initiatives to promote and engage with service users to increase uptake in debt advice service and increase full journey completion.

12. Ensure all project monitoring requirements are adhered to and all learning (including risks and opportunities) is captured and recorded in a timely manner.

13. Perform consistent impact measurements on project components, including undertaking financial wellbeing checks before, during and after, beneficiary engagement with RF service in a non-intrusive manner

14. Actively participate in team meetings and work with colleagues and beneficiaries to further develop the project

15. Maintain effective communication between colleagues, stakeholders and beneficiaries at all times.

16. Undertake recommended and self-identified ongoing training and development to ensure gaps in knowledge/skills are acquired to meet requirement of the role and quality assurance processes in timely manner as directed by Supervisor/LM.

17. Work to an agreed work-plan, meeting targets on time and all required KPI

18. Work collaboratively to share good practice in performance and quality improvement with fellow advisers/wider team.

19. Ensure that all services comply with equal opportunities and other relevant policies and quality standards and good practice as outlined in organisational policies.

20. Ensure all work is fully compliant with Rooted Finance policies and procedures and Quality Standard

21. Ensure data protections regulations are adhered to and office procedures followed

22. Abide by all Health & Safety at Work Act procedures

23. Adhere to policy and procedures around safeguarding vulnerable adults at risk

24. Demonstrable understanding and application of the provisions of GDPR

25. Behave in a professional manner at all times

26. Act as an ambassador for Rooted Finance, reflecting the objectives and values, and to always work in the best interests of the charity.

Other 1. Undertake additional tasks as defined by Advice Manager of RF and senior management team.

PERSON SPECIFICATIONS

Qualification 

Desirable: Educated to a degree standard or equivalent. 

Essential: Relevant professional qualification (i.e.CMA Connect Money Mentor training)/ or equivalent gained through experience Evidence of continued professional development 

Skills

Desirable: Excellent understanding of the principles and current best practice in debt, financial capability and financial inclusion.

Essential: Knowledge and understanding of the welfare benefit system and experience of advising customers on benefits.Understanding and commitments to the aims, principles, values and quality standards of Rooted Finance services. Awareness of, and ability to, understand and empathise with clients from a diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. Ability to use sensitive listening and questioning skills to get to the root of the issues and empower clients Ability to remain non-judgmental and apply active listening Ability to provide outstanding customer service Good communications skills – including written and personal presentation skills. Ability to give and receive feedback objectively and sensitively, and work as part of a team and be open to learning from others. Ability to manage own time and meet deadlines.High standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information Knowledge and experience of using case management systems to maintain accurate records Working in a small team and autonomously, experience of working in client facing role. A commitment to continuous professional development, including a willingness to develop knowledge and skills in advice topics

Experience 

Desirable: Experience of supporting and guiding junior team members (volunteer/trainee team members)

Essential: Experience of working directly in a community setting such as adult health and social care, learning support or information and advice settings Experience of gathering, providing and disseminating complex and sensitive information Experience of liaising with partner agencies; Excellent communication, negotiation and organisational skills; Commitment to working flexibly across all RF services, including evenings and weekends (TOIL applied)

OTHER:

This role will be subject to an enhanced DBS check Rooted Finance is registered with the Information Commissioner's Office and will process your personal data in accordance with the General Data Protection Regulation and Data Protection Act 2018. Please refer to our online Privacy Policy for more information on how your personal data will be processed and stored. This job description and personal specification does not form part of any contract.

This is an exciting time for Parkinson’s UK, we want to reach as many people as possible so we can improve life for everyone affected by Parkinson’s. We are looking for people to join our network, make genuine connections, and be part of a larger team that works together to support the Parkinson’s community. 

People living with Parkinson's value the services and opportunities Parkinson’s UK provides, delivered by committed and skilled colleagues, volunteers and partner organisations. Following an investment of 1.5 million we have the opportunity to build on the quality and reach of our community services. 

About the role 

You’ll provide information and direct support to people with Parkinson’s and their families on welfare benefits and employment issues through specific case work and advice.

You’ll support Parkinson’s UK Advisers with issues relating to welfare benefits and employment and you’ll take a lead role in ensuring knowledge and resources in this area are up to date and relevant.

What you’ll do:

• Provide accurate information on all aspects relating to welfare benefits and employment issues.

• Work as part of a specialist team, take a lead role in keeping abreast of developments in the field.

• Provide direct support to people affected with Parkinson’s and their families on welfare benefits and employment issues in line with service guidelines.

• Provide information, support and training on welfare benefits and employment issues relating to those with Parkinson’s to Parkinson’s UK colleagues.

• Ensure that the responses made to enquiries and referrals are delivered within agreed protocols and procedures and provide a professional service at all times. Including maintaining accurate and timely records in line with service procedures.

What you’ll bring:

• Proven experience in an information and advisory setting benefits and employment related 

• Substantial proven experience in working with people on resolving benefits and employment related issues (at least 1 year of experience within the last three years) 

• Experience of supporting people within a tribunal setting 

• Excellent knowledge of welfare benefits, universal credit and current welfare reforms and experience of carrying out benefit calculations 

• Ability to cope with challenging or emotional enquiries and clients and to work in an empathetic way with a strong customer-orientated approach 

• Experience of operating in a modern digital workplace with experience of online case management systems and an understanding of the importance of data quality 

This is an exciting time for Parkinson’s UK and we would love you to join us!

Please apply by sending us your CV, together with a detailed supporting statement which will fully demonstrate how you meet all the criteria of the role, as stated in the "What you'll bring" section of the job description.

The successful candidate will be required to 

• provide their own broadband service with a minimum download speed of 2Mb 

• have a confidential space in which to work

• provide occasional cover on Saturdays and/or Bank holidays

This role will require an enhanced Disclosure and Barring Service (DBS) check. You’ll be required to apply for one; refusal to do so will result in the offer being withdrawn. 

Anyone can get Parkinson’s. It’s vital that the people who work for Parkinson’s UK are representative of our diverse community. We actively encourage people from all sections of the community to apply, regardless of race, ethnicity, gender identity, age, disability, sexual orientation, or religion.

Dignity in Dying and Compassion in Dying are partnering with Robertson Bell to recruit a Head of Finance on a permanent basis.

This is an exciting opportunity to join two sister organisations working at the centre of an important and evolving area of public policy and individual choice. Operating with a shared vision and strong collaborative culture, both organisations are committed to supporting people through high-quality information and support services, advocacy and campaigns.

Reporting to the Deputy CEO, the Head of Finance will play a key role in supporting the organisations’ ongoing work by providing integrity and efficiency across financial processes, systems, controls and reporting. This role offers the opportunity to join a collaborative and values-led organisation with a supportive leadership team, flexible hybrid working and the chance to contribute meaningfully within a small but highly impactful environment.

The role:

• Provide integrity and efficiency in the financial processes, systems, controls and reporting across both organisations.
• Prepare statutory annual accounts in accordance with Charity and Company law.
• Work with the Senior Management Team (SMT) to prepare, present and implement annual budgets.
• Monitor and manage financial performance including production of quarterly management accounts, finance reports and ongoing cash flow forecasts.
• Reconcile major balance sheet accounts and revenue reporting between systems.
• Oversee transactional input of income and expenditure transactions, and all payroll procedures.
• Support the Finance and Audit Sub Committees, preparing relevant papers and attending meetings.
• Work closely with auditors and maintain relationships with professional advisors, insurance brokers and bankers.
• Ensure compliance with all statutory reporting and filing requirements, including the Charity Commission and Companies House.
• Provide support and advice to the SMT on financial and relevant matters as they arise.
• Monitor and manage organisational funds on cash deposit platforms.
• Manage partial VAT exemption and VAT reporting requirements.
• Develop and implement financial systems and procedures to ensure best practice and adherence to applicable accounting standards.
• Identify opportunities to improve reporting, operational efficiency and financial processes.
• Line manage and support the development of the Finance Officer.

The organisations:

Dignity in Dying and Compassion in Dying share the aim of improve dying in the UK by putting people in charge of decisions about the end of their life. Dignity in Dying campaigns to change the law to allow the option of assisted dying for terminally ill, mentally competent adults in the UK. It is a not-for-profit membership organisation. Compassion in Dying is a registered charity which provides information and support to people to be in control of their end-of-life decisions, alongside gathering evidence to improve culture and policy.

Operating within a collaborative and supportive culture, this role offers the opportunity to work alongside committed and passionate colleagues within a flat organisational structure. The successful candidate will join a team that values initiative, accountability and strong working relationships, while offering the autonomy to take ownership of the finance function and contribute to future improvements.

Essential criteria:

• Qualified accountant (ACA, ACCA, CIMA or equivalent).
• Experience in a managerial finance role, ideally within a charity or not for profit organisation.
• Strong understanding of charity accounting and Charity SORP.
• Experience preparing management accounts, budgets, forecasts and statutory accounts.
• Strong understanding of financial controls, governance and compliance requirements.
• Experience supporting audit processes and working with external auditors.
• Knowledge of VAT reporting and partial VAT exemption.
• Ability to explain financial concepts to non-financial colleagues and managers.
• Self-starter with the ability to manage responsibility within a small team environment.
• Strong relationship-building skills with the ability to quickly establish credibility internally and externally.

If you are a qualified finance professional looking to join a collaborative and mission-led organisation where you can contribute both strategically and operationally, we would love to hear from you. Apply before the 7^th June to be considered!

This role is based in London with hybrid working and an expectation of a minimum of two days per week in the office at Oxford Street.

Money & Energy Adviser
FTE salary: £28,000 FTE
Pro rata salary: £18400 (23 hour week)
Home-based, with travel as required
23 hours per week
Fixed term maternity cover till 31 Dec 26 (subject to external funding)

About the role
This is an exciting opportunity for an experienced welfare benefits advisor with a passion for sharing knowledge and supporting vulnerable people.

This post is providing maternity cover until 31 December 2026 – or until the early return of the substantive postholder.

With around 4 in 10 beneficiaries, we support seeking help with financial difficulties, this is a pivotal role for Kidney Care UK.

You will be working remotely providing income maximisation and energy advice and support for kidney patients in the UK, supporting them to achieve better financial security. Working closely with Patient Support & Advocacy Officers, provide informed and compassionate support to provide excellent outcomes for our beneficiaries.

Our external partners – British Gas Energy Trust have committed to fund our Money and Energy Service until March 2027. We anticipate confirmation by December 2026 whether funding will be extended beyond March 2027.

This role is made possible thanks to the support of British Gas Energy Trust.

About Kidney Care UK
Around 3.5 million people in the UK live with chronic kidney disease, and one million of them don’t know that they do.
Since 1975, Kidney Care UK has been at the forefront of supporting people with kidney disease. From our early days when we campaigned to introduce donor cards in the UK, we have worked hard to support and represent the interests of everyone affected by kidney disease.

About the Money & Energy Advice Service
The Money & Energy Advice Service (MEAS) provides information and support for welfare benefits and income maximisation and promotes awareness of efficient energy use. Working closely with Patient Support officers, MEAS provides specialist knowledge and directly supports clients to achieve sustainable financial outcomes. The service was established in 2023 with the support of British Gas Energy Trust and is embedded as a valued element of the many ways Kidney Care UK supports people affected by kidney failure.

What we offer
 

Working at Kidney Care UK is incredibly rewarding and you will see the life-changing impact that the charity has on kidney patients and their families:
• Flexi-time – we are flexible about start and finish times, and flexible about your location.
• Annual and Christmas leave – we offer 25 days annual leave for full time employees plus bank holidays. We also close for three days between Christmas and New Year, and you don’t need to take this from your annual leave allowance.
• Pension – you’ll be eligible for and auto-enrolled into a pension scheme where your employer will contribute 8% of your salary.
• Health cashback plan – ability to claim back a wide variety of routine medical treatments.
• Employee Assistance Programme – access to a wide variety of support including counselling, health resources and advice.
• Cycle2Work scheme