Advice jobs

This is a fantastic opportunity for a skilled line manager with experience in general welfare advice to join Sufra NW London. In this highly rewarding role, you will oversee the delivery of services that can measurably change lives by providing quality advice and support to those most in need.

You will manage our team of advice staff and volunteers to deliver high quality advice, information and welfare support to guests on a range of topics including benefits, housing, debt and immigration issues. An additional focus will be on establishing clear pathways for referring guests to external services, and managing volunteers to triage, signpost and refer guests to other forms of welfare support.

The advice team consists of paid staff and support volunteers. This year will be dedicated to consolidation of the service, ensuring that we are fulfilling our core mission to the highest standards. We are also hoping to launch our immigration advice service, providing guests with a first point of contact for their immigration needs and smooth referral pathways to specialist advice.

Finally, our OpenARMs programme will be launching workshops for our refugee and asylum seeker communities.

You will work closely with the Senior Leadership Team, especially Head of Advice at Sufra to support the implementation of new initiatives, and the expansion of our information and advice services to enhance our efficiency and impact.

The post holder will be a highly articulate and proactive individual with good welfare advice knowledge, 3+ years delivery experience in managing a charity team, strong service management skills, as well as experience managing staff and volunteers. The ideal candidate will have up-to date knowledge of the welfare system, immigration and safeguarding protocols. They must also have demonstrable experience using a case management system, adhering to advice standards and be able to manage a diverse workload and work under pressure.

This is an immensely rewarding role working in a dynamic charity built on an ethos of sharing, hospitality and inclusivity. We are looking for an exceptionally committed individual who is willing to go the extra mile and has flexibility to work during evenings and weekends if necessary. As this is a frontline role, you will be required to work on site at least 2 days per week.

We offer a wide range of employee benefits including:
• Excellent annual leave entitlement0
• Pension scheme
• Employee Assistance Programme
• Death in Service benefit
• Flexible working
• Opportunities for training and professional development

Purpose of the role:

The Energy Advice Coordinator will provide essential advice to people affected by spinal cord injury who are struggling with, or at risk of fuel poverty, helping them to improve their situation while recognising and responding to the unique challenges that spinal cord injury can bring. They will manage a caseload offering practical solutions, whilst developing referral pathways to connect them with relevant services to improve their energy efficiency and reduce their fuel costs.

The role will also lead the development of knowledge and skills across Back Ups’ staff and volunteer teams, developing easy to use resources and an understanding of when and how to escalate cases for more in-depth advice. They will work closely with sector charities and advice organisations to ensure a high quality of seamless support while creating a lasting legacy for people affected by spinal cord injury.

RESPONSIBILITIES:

• To provide impartial advice to householders on the telephone, at events or online group events.
• Make use of internal and external referral systems to ensure clients’ needs are met;
•  Respond to enquiries from the public, local authority staff, private and voluntary sectors or installers and, where appropriate, redirecting them to members of staff or other agencies;
• Maintain quality of advice and information as required
• Work with the wider Back Up team to create resources to support people affected by spinal cord injury, both digitally and physically.
• Work with Back Up’s services team to embed and deliver group based online advice sessions in our support groups and course modules.
• Develop and lead a programme to ensure Back Up’s services staff and volunteers develop a baseline of knowledge that enables them to identify and provide basic information to people affected by spinal cord injury around energy efficiency.
• Conduct thorough assessments of clients' energy needs and identify potential solutions and further sources of support through telephone-based support.
• Provide tailored advice on energy-saving measures and support schemes to the caseload.
• Work collaboratively with local authorities, energy providers, and other relevant organisations to ensure comprehensive support for those in the caseload.
• Educate people affected by spinal cord injury on energy efficiency and ways to reduce their energy consumption.
• Maintain accurate records of all interactions and support provided, ensuring confidentiality and compliance with data protection regulations.
• Support the project manager with the development, delivery, and evaluation of the energy advice project.
• To maintain up to date, working knowledge of sustainable energy matters, affordable warmth, renewable energy, water heating and usage.
• At all times, ensure that advice service and activity are in line with the requirements of the project;
• Effectively utilise existing sources of data to identify suitable opportunities to meet customers’ needs.
• Stay up to date with relevant policies, schemes, and best practices related to fuel poverty and energy efficiency
• To develop and implement partnerships and referral routes that support people affected by spinal cord injury with relevant energy advice.
• Liaise with organisations to develop partnerships by utilising appropriate resources and support mechanisms;
• Represent Back Up at various partner meetings;
• Develop and maintain effective operational partnerships with key delivery agents and stakeholders.
• Monitor and report on the impact of interventions and support provided.

General

• Take responsibility for ensuring communications are in line with GDPR.
• Ensure that you work within Back Up’s policy framework.
• Carry out any other tasks that may be within the scope of the post to ensure the
• effective delivery and development of the service.

 The above list is not exclusive or exhaustive, and the post holder will be required to undertake such duties as may reasonably be expected within the scope of this role.

PERSON SPECIFICATION:

Essential:

• Minimum of 1 years' experience in a similar role, ideally within Energy Advice or similar area.
• City & Guilds Energy Awareness 6281-01 or the ability to achieve this.
• Willingness to undertake mandatory training and development opportunities as required.
• A keen interest in energy issues and concerns currently facing energy consumers.
• An enthusiastic attitude, patience and empathy to support people with the issues they are facing and the ability to assess individual situations and provide practical and effective solutions.
• To be non-judgemental and respect views, values and cultures that are different to your own.
• The ability to prioritise your own work and meet deadlines.
• Demonstrable experience of providing Information advice and support, preferably withing the energy advice sector.
• Experience of working with both groups and individuals to provide support.
• Experience of delivering/facilitating training workshops.
• Experience of managing own projects and working to targets and deadlines.
• A good understanding of evaluation and confidence in gathering feedback data to measure impact.
• Excellent verbal and written communication skills, with the ability to explain complex information in a clear and accessible manner.
• IT/digital skills including ability to use Microsoft packages and a willingness to learn new packages as required.
• Able to build excellent relationships with a range of stakeholders
• Strong attention to detail and the ability to record information effectively.
• Flexible and can respond professionally to changing briefs, deadlines and priorities.
• Flexibility to work occasional evenings and weekends as required.

Desirable:

• Personal or professional knowledge of disability, particularly spinal cord injury.
• Demonstrable experience of providing Information advice and support within the energy advice sector.

At Age UK Kensington & Chelsea, we believe that ageing should be about living well — staying connected, independent, and fulfilled at every stage of life.

We’re a vibrant, values-led local charity and proud partner of the Age UK network. Every day, we work alongside older people to design and deliver services that promote wellbeing, independence and dignity. From supporting people to manage their health, to tackling loneliness and influencing local policy, we put people and communities at the heart of everything we do.

Our Information and Advice service provides rights-based information, advice and advocacy on Welfare Benefits, Social Care and Housing options; practical assistance with individual grant applications, accessing social tariffs, blue/purple badge and taxi card applications. The service is delivered through a range of channels, including face to face, telephone, email and digital, across Kensington and Chelsea borough.

This is an exciting new role for us - to help shape our Information and Advice service, a service we're proud to dleiver within the community. If you're passionate about helping people, have experience of successfuly managing a team and are seeking a new challenge then get in touch!

The role is 21 hours per week.

Due to the number of applications we may not be able to respond to all unsuccessful applicants.

Do you want to help lift some of the most vulnerable in our communities out of poverty? Do you want work with a small, compassionate, dynamic charity, and help change lives? If so, we would love to talk to you.

This is an exciting opportunity to join one of our West London Branches as a Debt Advice Case Manager, to help in our mission to ‘Restore Dignity and Renew Hope’ to those in our communities brought down by poverty and debt.

You will be expected to deliver high quality holistic and in-depth debt advice and money education on a case management basis and to support the provision of advice by volunteers.

About Crosslight

Crosslight works to lift people out of poverty and help them build a better future. We long for our communities to flourish and for no one to be left behind, and our vision for our staff and volunteers is more than just a job, it is an opportunity to make a difference. 

Crosslight was born out of the ministry of the local church and retains a strong Christian ethos which informs and underpins the values by which we operate. Our calling is to work in partnership with local churches and community organisations to serve anyone in need, irrespective of their race, gender, religion, sexuality or any other characteristics. Together with our partners, we strive to effect lasting change and increase the capacity of our clients to realise their full potential.

We are of our community and for our community – we are ‘all together’, and we would love for you to join us.

“Working for Crosslight has been life changing for me. I love the people that I work with and the supportive environment that has been created – everyone really looks out for each other. Crosslight really cares about their clients and treats everyone as an individual. It is hugely rewarding.” Sarah, staff member

About the role

This Debt Advice Case Manager role combines both technical and pastoral elements. It will involve building a client case, untangling sometimes complex situations, liaising with creditors, providing guidance for volunteers, and discerning and communicating the appropriate choices and strategies for the client. You will also need to lead client appointments and support clients through what at times can be emotionally difficult situations. Please read the Job Pack on our website for full details of the role and requirements.

Ideally, we are looking for someone with prior debt advice experience, and who has experience of working with vulnerable clients and supporting volunteers. However, we will also consider employing someone as a trainee Debt Advice Case Manager if they are able to demonstrate that they possess the skills, maturity, and determination to become proficient in this role.

• 3-5 days per week
• Two roles available, one in the Hammersmith area, and one in the Kensington area
• Being available onsite is an important aspect of this role and so this role is hybrid with around 60% of your time in one of our branches and 40% remote. The exact split between remote/onsite working will be by agreement with the line manager and to meet the needs of the service which could change over time. This role is not suitable for remote working only
• Salary range from £30k to £35k depending on experience, with the expectation that all desirable and essential attributes within the job description should be in evidence to achieve the top of this range (see job pack on our website)
• Competitive benefits including 27 days holiday (FTE), enhanced pension scheme, health cashback scheme, access to employee support programme incl. GP appointments

Visit our website for details of how to apply.

About the Role

Do you enjoy helping people? Are you a compassionate and people-focused person? Do you want to make a real difference to the lives of people who are in problem debt and help them find a way forward?

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

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

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

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

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

Requirements

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

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

OR

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

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

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

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

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

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

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

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

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

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

11. Ability to work across different sites within Liverpool.

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

Equality and Diversity:

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

Responsibilities:

1. Provide a casework service covering the full range of debt and money management advice, including debt relief orders, bankruptcy, and debt management plans.
2. Deliver our service by a range of methods required, including telephone/digital channels, drop-in sessions, appointments, outreach work, and home visits.
3. Act for clients where necessary; this includes drafting letters, budgets, financial statements, and negotiating with third parties.
4. Ensure income maximisation through the take up of appropriate welfare benefits.
5. Prepare and present cases to statutory bodies, tribunals, and courts when required.
6. Assist clients with issues, where they may be an integral part of a case, and refer them to the appropriate agencies and advisers.
7. Maintain standards of service delivery and ensure that casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the Money and Pensions Service Advice Quality Framework.
8. Comply with systems for monitoring and reporting purposes.
9. Work collaboratively with colleagues to ensure that the service area meets key performance indicators and targets.
10. Assist in the smooth running of the organisation and provide emergency cover for other parts of the service when necessary.
11. Analyse and interpret complex information, communicating this effectively in writing with particular emphasis on negotiation and representation.

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.

Job Opportunity: Trainee Immigration Adviser

Location: St Pauls Advice Centre, Bristol
Salary: £11,439.20 to £12,256.29 actual (£28,598 FTE, NJC 12)
Hours: 14 hours per week (or 15 hours over 3 days)
Contract: Fixed term until 31 March 2027
Application Deadline: 10 am, Monday 23rd March 2025
Interviews: Wednesday 1st April 2025

Are you passionate about social justice and committed to supporting people navigating complex immigration systems? Do you want to develop your skills in specialist immigration advice within a supportive and experienced team?

St Pauls Advice Centre is looking for a Trainee Immigration Adviser to help deliver high-quality, free and independent immigration advice to our community.

About Us

For over 50 years, St Pauls Advice Centre has supported the people of Bristol through expert advice on immigration, housing, benefits and related issues. We are committed to equality, inclusion and empowering people through specialist legal advice and advocacy.

Our immigration service plays a vital role in ensuring individuals and families can regularise their status, secure their rights and move forward with dignity and confidence.

The Role

Working under the supervision of the Immigration Supervisor and alongside the Immigration Adviser, you will:

• Work towards achieving IAA accreditation at Level 1 or higher
• Provide specialist immigration advice at IAA Level 1 (once accredited)
• Manage a caseload and support clients with immigration applications and enquiries
• Conduct client interviews and gather evidence to support applications
• Deliver advice sessions at our office and in community locations, and provide telephone assistance
• Maintain accurate case records in line with IAA requirements and organisational standards
• Keep up to date with immigration legislation, policy and practice
• Contribute to monitoring, advocacy and campaigning work
• Support the team in meeting funding and service delivery targets

About You

We are looking for someone who is:

• Committed to achieving IAA Level 1 accreditation (or already accredited)
• Passionate about social justice and migrant rights
• Organised, thorough and able to manage detailed casework
• A strong communicator with the ability to work sensitively with diverse communities
• Able to work both independently and as part of a supportive team
• Committed to anti-discriminatory and non-judgemental practice

Experience of advice work or working with migrant communities is desirable.

What We Offer

• A supportive and inclusive workplace where your work makes a real difference
• 30 days annual leave (pro rata) plus 3 additional days between Christmas and New Year
• 5% employer pension contribution
• Support to take IAA exams and register with IAA
• Ongoing supervision, training and professional development

Debt Advice Support Officer

Salary £25,593.44 per annum (inclusive of shift allowance) + excellent benefits

Location Birmingham (remote working with some office attendance. Initial training will be mandatory on site)

Contract: Permanent

Start date: 5th May 2026

Hours: Full time, 35 hours per week (rota basis including evenings)

Closing date: 19th March

Are you passionate about helping people manage their finances and overcome debt challenges? Do you thrive in a supportive, client-focused environment? Join our team as a Debt Advice Support Officer and make a real difference in people’s lives.

About the Debt Advice Support Officer Role

As a Debt Advice Support Officer, you’ll be the first point of contact for clients preparing for debt advice. You’ll guide them through budgeting, gather key information, and support our Money Advisers by ensuring clients are ready for their advice sessions.

This is a role for resilient candidates who are consistent in approach and can demonstrate that they are able to deal with subjects that can be highly emotive and sensitive. With proven experience in a customer service role, you will possess accurate data entry skills and have the desire to learn and develop. We offer full training and there is the opportunity, with experience in this role, to progress your career further as a Money Adviser.

Your key responsibilities will include:

· Support clients in creating budgets and gathering financial information

· Maintain accurate records and appointment systems

· Communicate empathetically and clearly with clients and colleagues

· Ensure compliance with GDPR and internal quality standards

About You

Our ideal candidate will bring:

· Strong verbal and written communication skills

· Empathy and understanding of client needs

· Proficiency in Microsoft Office and remote working tools

· Attention to detail and good numerical skills

· Experience in a customer service role

What We Offer

We provide full training and extensive support to give you all the tools needed to become an exceptional Debt Advice Support Office. Our three-week training program will be conducted at our offices in Birmingham (Five Ways). You must be able to commit to training on a full-time, on-site basis, Monday to Friday 9am to 5pm.

We believe in taking care of our people, and we offer a great range of benefits, including:

· 29 days annual leave plus bank holidays

· A contributory pension scheme

· Flexible hybrid working arrangement

· Generous life insurance

· Wellbeing days to support your mental health

· A healthcare cashback scheme

· Access to an Employee Assistance Program

· Working outside the UK (up to 30 days in a 12-month period)

· Free on-site gym

· Enhanced maternity pay

How to Apply

We’d love to learn more about you! Please click apply now to answer a few questions and submit your CV and supporting statement outlining how you meet the criteria in the job description and why you would be a great Debt Advice Support Officer (500 words max)

We value authentic applications, so please refrain from using AI-generated content. We’re interested in hearing your own words, experiences, and motivations, this helps us understand your genuine interest in the role and what makes you unique.

If you need any adjustments to help you perform at your best during the recruitment process, please contact us and we’ll be happy to discuss them.

Important Information

We may close this advert and recruitment process early if we receive a high number of applications, so please apply as soon as possible.

We will only use the data you supply to us for recruitment purposes, and it will be held for twelve months. For further details, please see our Privacy Notice for Job Applicants on our vacancies page.

Our Commitment to Inclusion

We take diversity seriously and are committed to creating a workplace that reflects the communities we serve. Our values: ‘We put people first, We support each other, We solve problems’ underpin our vision to be a place where everyone feels welcome, respected, and empowered to bring their authentic selves to work.

We use a blind recruitment system to ensure fairness. Personal details such as name, address, gender, ethnicity, sexual orientation, or educational institution remain hidden until shortlisting is complete. We warmly welcome applications from all backgrounds

Money Adviser 

Salary £36,069 per annum (inclusive of shift allowance) + excellent benefits

Location Birmingham (remote working with some office attendance. Initial training will be mandatory on site)

Contract: Permanent

Start date: 26th May 2026 & 15th June 2026

Hours: Full time, 35 hours per week (rota basis including evenings and occasional Saturdays).

Closing date: 19th March

We are an award-winning free debt advice service run by an independent charity founded in 1991 to help people across the UK to tackle their debts and manage their money with confidence.

About the Money Adviser Role

We’re passionate about making a positive difference. We’re now looking for Money Advisers to join our  team and help us support people across the UK to tackle their debts and manage their money with confidence.

As a Money Adviser, you’ll provide tailored, specialist money advice to clients. You’ll help clients navigate complex debt situations, providing clear, empathetic and non-judgemental support while meeting quality and productivity standards.

Your key responsibilities will include:

· Providing specialist money advice and support across multiple channels.

· Communicating with clients in a clear, supportive and empathetic way.

· Identifying and explaining appropriate debt solutions (e.g. DROs, IVAs, DMPs).

· Accurately maintaining client records and administrative processes.

· Collaborating with colleagues to ensure service quality and continuous improvement.

· Acting as an ambassador for us in all client and stakeholder engagement.

About You

Our ideal candidates will bring:

· Proven experience in a telephony customer service or advice role.

· Excellent communication skills – both written and verbal – with the ability to explain complex information simply to a variety of callers, some of whom may be distressed or have suicidal thoughts.

· A customer-focused, empathetic and non-judgemental approach. A high level of IT proficiency (Word, Excel, Outlook, Teams, Zoom) and ability to adapt to new systems.

· Strong organisational skills and the ability to manage workload effectively.

· Resilience and the ability to stay calm in challenging situations.

What We Offer

We provide full training and extensive support to give you all the tools needed to become an exceptional adviser. The eight-week training program will be conducted at our offices in Birmingham (Five Ways). You must be able to commit to training on a full-time, on-site basis, Monday to Friday 9am to 5pm.

Training to become a Money Adviser is challenging and also staying up to date with new legislation in this arena is important, therefore you need to be willing to manage your own development during and outside working hours. With the initiative to research some of the finer technical points of debt advice, you will possess the drive to succeed in a role that presents challenging targets.

We believe in taking care of our people, and we offer a great range of benefits, including:

· 29 days annual leave plus bank holidays

· A contributory pension scheme

· Flexible hybrid working arrangement

· Generous life insurance

· Wellbeing days to support your mental health

· A healthcare cashback scheme

· Access to an Employee Assistance Program

· Working outside the UK (up to 30 days in a 12-month period)

· Free on-site gym (Birmingham)

· Enhanced maternity pay

How to Apply

We’d love to learn more about you! Please click apply now to answer a few questions and submit your CV and supporting statement outlining how you meet the criteria in the job description and why you would be a great money adviser (500 words max)

We value authentic applications, so please refrain from using AI-generated content. We’re interested in hearing your own words, experiences, and motivations, this helps us understand your genuine interest in the role and what makes you unique.

If you need any adjustments to help you perform at your best during the recruitment process, please contact us and we’ll be happy to discuss them.

Important Information

We may close this advert and recruitment process early if we receive a high number of applications, so please apply as soon as possible.

We will only use the data you supply to us for recruitment purposes, and it will be held for twelve months. For further details, please see our Privacy Notice for Job Applicants on our vacancies page.

Our Commitment to Inclusion

We take diversity seriously and are committed to creating a workplace that reflects the communities we serve. Our values: ‘We put people first, We support each other, We solve problems’ underpin our vision to be a place where everyone feels welcome, respected, and empowered to bring their authentic selves to work.

We use a blind recruitment system to ensure fairness. Personal details such as name, address, gender, ethnicity, sexual orientation, or educational institution remain hidden until shortlisting is complete. We warmly welcome applications from all backgrounds.

The Organisation 

The Open SU serves the interests of around 170,000 part-time and distance-learning students spread across the UK, continental Europe and beyond. Our role is to represent and support the interests of this vast and diverse community of students. The Open SU is an independent registered charity, governed by elected student leaders. Our team of vibrant, friendly and dedicated professional staff provide the vital support needed to deliver our ambitious strategy. Though your skills and experience are important, vital to us, are your values. Here at the Open SU we are committed to a positive team culture to enable and empower all members to be their very best.

The Job 

The Open SU delivers a dedicated student advice service called the Individual Representation Service. We are seeking a Student Advisor to provide one-to-one support for students navigating a range of university processes, including Central Disciplinary Hearings, Academic Misconduct investigations, Complaints, and Appeals. This is a 12-month role with the potential for extension, subject to demonstrating continued need. 

In this role, you will: 

• Provide high quality advice and information across a broad range of academic matters, including academic appeals, academic misconduct, complaints, disciplinary processes, extenuating circumstances, and fitness to practice issues. 

• Represent individual students at formal and informal University meetings 

• Accurately record student queries and maintain clear, up to date case records. 

• Manage a case load and deliver timely advice through a range of channels. 

• Build and maintain effective relationships with university departments, external stakeholders, and other relevant bodies. 

• Develop your expertise in university regulations, processes, and operations, applying this knowledge confidently and accurately to individual cases while working collaboratively with internal and external partners to ensure students receive the support they need. 

• Identifying policy issues/trends and communicating these to the Student Advice Manager. 

The Person 

We’re looking for an organised, proactive individual who thrives in a busy environment and is confident delivering advice to people with a wide range of backgrounds and needs. You will need to have experience of managing multiple deadlines, prioritising your workload effectively, and adapting to changing demands. 

As part of a small but very active team, you’ll enjoy collaborating with colleagues and contributing to our shared goal of improving the experience of students. You will bring strong analytical skills, enabling you to review complex paperwork and situations, and to present information clearly and concisely, both in writing and verbally. You will need to be confident delivering presentations to students and staff.

Please read the full role description attached. 

Closing date for applications: 3pm, Monday 23rd March 2026
Interview Date: 8th /9th April 

Please note: We reserve the right to close the vacancy early, depending on the volume of applications

Talking Money is looking for a compassionate, creative problem solver to join our team of dedicated specialist debt and welfare benefits advisers.

You will help people on low incomes build financial security by providing clear, compassionate and high-quality welfare benefits and debt advice and casework. You’ll work collaboratively with colleagues and partners to strengthen people’s confidence, understanding and capability and to identifying barriers within local systems (for example, within the local authority) and contributing to efforts to reduce these. 

Your work will be rooted in a person-centred approach—flexible, respectful and tailored to each individual. Everything you do will help us deliver our organisational purpose: 

“Help me with my money worries, in a way that suits me, so that I can get on with my life.” 

About Talking Money  

Talking Money is an independent charity providing free, expert money advice across Bristol and South Gloucestershire. Demand for our services continues to rise.  

Our approach is:  

• Integrated: addressing debt, benefits, energy/fuel poverty, income and wellbeing together.  

• Person-centred: psychologically informed, strengths-based and empowering.  

• Practical and impactful: securing income gains, writing off unmanageable debts, preventing eviction, reducing stress and anxiety and improving knowledge and confidence.  

We are looking for someone with:

• Strong experience delivering welfare benefits advice and casework to people facing financial hardship. 

• Passion for improving the lives of the people who we work with. 

• A willingness to learn debt advice to a generalist level. 

• Commitment to working collaboratively with colleagues and clients.

Hours: 30 – 37.5 hours a week (0.8 - 1.0 FTE) 

Contract term: Permanent

Location: Hybrid working negotiable but majority of time in office is required to deliver advice as part of a supporting, collaborative team. 

Salary: Grade 5 SCP 19-25 (approx. £32,000 - £35,000 FTE for FY26-27) 

Reporting to: Leadership Team 

Holiday entitlement: 25 days FTE pro rata (rising to 30 days after 5 years) + bank holidays.

Before You Apply

Don’t meet every single requirement?

Studies have shown that women and people of from minoritised ethnic communities are less likely to apply to jobs unless they meet every single qualification.

At Talking Money, we are dedicated to building a diverse and inclusive workplace, so if you’re excited about this role, but your experience doesn’t align perfectly with the criteria, we encourage you to apply anyway. You may be just the right candidate for this or other roles and lived experience goes a long way. Still not sure? Talk to someone at Talking Money about the role to see if it sounds like something you would be great at doing: telephone Nick Leaman  on 07496 441 494 or email (see application method for address) 

Access

Do get in touch if you would like any of this information in another format, or if you would like to apply in another format. 

If you are shortlisted, Talking Money will work with candidates to ensure their access needs are met during the interview process and will ensure access requirements are not a factor in decision making. 

Application Process

To apply please email your CV and cover letter (max of 2 sides of A4) to our recruitment address (see application method for details)​

If you have queries about the role, please contactNick Leaman by email or telephone 07496 441 494.

Application Timeline 

Applications close: 17.30pm on Sunday 12th April 

Shortlisting: Monday 13th April 

Interviews:Tuesday 21st April 

Are you an experienced Welfare Rights Adviser who is passionate about making a real difference to people’s lives? Citizens Advice Cheshire West is looking for a skilled and committed Welfare Rights Caseworker to join our dedicated team. In this role, you will provide specialist benefits advice and casework to clients across Cheshire West, helping people navigate complex welfare systems, maximise their income and access the support they are entitled to at some of the most challenging times in their lives.

This is an exciting opportunity to make a real difference in the local community by providing specialist welfare benefits advice and casework to clients across Cheshire West. You will support people to access the benefits they are entitled to, helping to maximise income and improve financial stability.

The role involves managing complex welfare benefits cases, preparing detailed written submissions, negotiating with third parties and, in exceptional circumstances, representing clients at tribunal.

This is a hybrid role with time spent working from home and from our offices in Winsford and Chester, alongside outreach work across the Cheshire West area. Due to the nature of the role, extensive travel is required and access to your own transport is essential.

Key Responsibilities

• Provide specialist advice and casework across the full range of welfare benefits.
   

• Prepare written submissions and supporting evidence for reviews, appeals and tribunals.
   

• Act on behalf of clients by negotiating with relevant organisations and drafting correspondence.
   

• Represent clients at tribunals where appropriate.
   

• Ensure clients receive the benefits they are entitled to, supporting income maximisation.
   

• Maintain accurate case records and statistical information using our case management systems.
   

• Work collaboratively with colleagues and external agencies to support clients.
   

• Contribute to research and campaigns work by highlighting issues affecting clients.
   

About You

We are looking for someone who:

• Has recent welfare rights casework experience within Citizens Advice or a similar third sector organisation.
   

• Has experience preparing high-quality written submissions and casework documentation.
   

• Has excellent written communication and negotiation skills.
   

• Can manage a complex caseload in an organised and structured way.
   

• Understands the challenges faced by vulnerable clients.
   

• Is able to work flexibly to meet service needs.
   

Desirable:

• Experience of representing clients at tribunal.
   

Why Join Us?

This is a rewarding opportunity to use your welfare rights expertise to make a genuine difference to people facing financial hardship and complex benefit challenges. If you are committed to delivering high-quality advice and want to work as part of a supportive and values-driven team, we encourage you to apply and help us support communities across Cheshire West.

We Offer:

• Flexible and hybrid working wherever possible

• Enhanced holiday and sick pay entitlement

• A strong focus on staff health and wellbeing

• Access to an Employee Assistance Programme

• Health benefits package

We are seeking a forward‑thinking leader with a track record in changing organisations that have a good and loyal team in place with a commitment to our mission and values, and the imagination to explore new ways of meeting local needs. A track record of fundraising in the charity sector is needed. Whether you come with a background from the advice sector, the wider charity world, or another relevant field, if you have the vision and drive to steer CAEW into the future, we would love to hear from you.

“Providing free, independent, confidential and impartial advice”

Citizens Advice Southwark has a track record of delivering high-quality services from its offices in Peckham and Walworth and outreach locations across Southwark and South East London. We sort out problems together, for good, by providing free, independent, confidential and impartial advice across all areas of social welfare law, and through using the experience of our clients to bring about positive change through research and campaigns.

The role will assist in providing a quality service to clients through face to face, telephone and digital gateway assessment by supplying accurate, personalised, relevant information and guidance. You must have:         

• Recent experience of undertaking the role of Gateway Assessor or of providing information, advice and guidance to the public either through face to face, telephone and emails including   experience of exploring clients’ problems and identifying appropriate next steps. 
• An understanding of the main enquiry issues involved in assessing clients’ problems
• Experience of using interpersonal skills, including sensitive listening and questioning skills to understand the needs of others, especially in the context of telephon
• To understand, empathise with and be committed to the Service’s aims, principles and equal opportunities policies

Closing date: 9.00 am Monday 16 March 2026

Interviews: Friday 20 March 2026

In return, we can offer you a range of employee benefits, including generous annual leave, an employer matched pension contribution up to 10% of gross salary, an Employee Assistance Programme and training and development opportunities to continue your professional development.

Citizens Advice Southwark is an equal opportunities employer and encourages applications from all applicants who meet the person specification irrespective of sex, gender reassignment, marriage or civil partnership status, pregnancy and maternity, sexual orientation, race, religion or belief, age, or disability.

About the Role

Advice Giving

• Deliver a multi-channel advice service, including home visits, to clients regarding their energy needs and income maximisation support, ensuring advice provided meets the requirements of Citizens Advice quality standards.

• Ensure all case recording and other record keeping is completed within agreed timescales and conforms to the Office Manual and the Advice Quality Standards

• Use sensitive listening and questioning skills in order to allow clients to explain their problem(s) and to identify the next course of action.

• Use a range of information sources to find relevant information, then interpret and communicate this to clients, enabling them to tackle fuel poverty and financial hardship for the long-term.

• Assist clients with other related problems where they are an integral part of their case and refer internally or to other specialist agencies as appropriate.

• Meet the individual performance targets set as part of this project.

Research & Campaigning

• Take an active role in the research and campaigns process by identifying trends and social policy issues and communicating these to the Project Supervisor and Research & Campaigns Co-ordinator.

• Keep up to date with current research and campaigns priorities, initiatives and plans.

Administration

• Collect and record all relevant information given during interviews on to Casebook to meet the monitoring and evaluation requirements of the project.

• Be self-administering and undertake general administration tasks e.g. taking messages; photocopying, collating, filing; processing post etc.

Professional development

• Pass the City and Guilds NEA Level Energy Awareness exam within 2 months of starting the role.

• Keep up to date with relevant energy advice issues and maintain an up to date working knowledge of all new relevant legislation through:

o Attending training opportunities.

o Reading monthly subscriptions, relevant publications and Citizens Advice Updates.

• Prepare for and attend supervision sessions/team meetings/staff meetings/forums, as appropriate.

• Identify and implement your own learning and development needs.

Other duties and responsibilities

• If required, work from a variety of Citizens Advice Liverpool outlets across the city as required over the course of the week.

• Promote the aims, policies, and membership requirements of the Citizens Advice service.

• Ensure all processes and procedures that relate to the responsibilities of the role are delivered with a high level of awareness of the organisation’s equality and diversity ethos and policies.

• Be a positive ambassador for Citizens Advice Liverpool.

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

Requirements

Desirable

1. One year’s experience of delivering generalist advice within Citizens Advice or another quality assured environment such as AQS.

Essential

2. Experience of using interpersonal skills, including sensitive listening and questioning skills to understand the needs of others, especially in the context of telephony.

3. Ability to give and receive feedback objectively and sensitively.

4. Effective oral and written communication skills, with good IT knowledge to support delivery of service

5. Ability and willingness to work both on own initiative and as part of a team.

6. Willingness to learn and develop skills and be flexible with service delivery.

7. A good understanding of fuel poverty issues and the issues affecting society and their implications for clients and service provision.

8. Ability to assist with research and campaigns works by providing information about clients’ circumstances

9. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equal opportunities policies.

10. Ability to pass City and Guilds NEA Level 3 Energy Awareness exam within the first 2 months of starting the role.

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.