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Money Advice Support Officer.
This is a community-based role requiring regular face-to-face appointments with clients across Exeter. We're looking for people who genuinely want to make a difference. You don't need to have worked in money advice before. If you're an excellent communicator, a natural problem solver and enjoy working with people, we'll provide the training and support you need to succeed. This role is about much more than providing advice. It's about building trusted relationships with people who may be experiencing financial hardship, poor mental or physical health, trauma, disability, homelessness, digital exclusion or other barriers that make accessing traditional services difficult. If you're compassionate, resilient, organised and committed to helping people rebuild their confidence and financial stability, we'd love to hear from you.
Job Purpose:
The Client Liaison Officers are the first point of contact for individuals referred into the Crisis & Resilience Service and play a vital role in ensuring people receive timely, compassionate and person-centred support. Acting as the gateway into the service, you will build trusted relationships from the very first contact, undertaking holistic assessments to understand not only an individual's financial situation but the wider circumstances affecting their wellbeing and resilience.
You will respond quickly to people experiencing financial hardship or crisis, helping to stabilise their immediate situation through income maximisation, welfare benefits advice, crisis planning and practical support. Working closely with partner organisations, you will ensure every client is connected to the right support at the right time through a coordinated 'no wrong door' approach. You will maintain regular contact with clients throughout their journey, preventing disengagement and ensuring individuals feel supported whilst awaiting ongoing casework. Through empathy, knowledge and flexibility you will remove barriers to engagement, helping clients prepare for specialist advice and supporting them to build the confidence and skills needed for long-term financial resilience.
The role combines triage, welfare benefits advice, crisis intervention, client engagement and case coordination to provide an accessible, responsive and trauma-informed service for some of the most vulnerable people in the community.
Main Duties and Responsibilities
Client Engagement and Triage
· Act as the first point of contact for all referrals into the Crisis & Resilience Service.
· Contact new referrals promptly, normally within one working day wherever possible.
· Build positive, trusting relationships from the first interaction.
· Complete holistic needs assessments to understand each client's circumstances, priorities and support needs.
· Identify risks relating to homelessness, utility disconnection, enforcement action, safeguarding and financial crisis.
· Assess barriers to engagement including poor mental health, disability, trauma, digital exclusion, literacy, caring responsibilities and rural isolation.
· Undertake and maintain appropriate risk assessments, including those relating to lone working, to support and safeguard the health, safety and wellbeing of clients and staff.
· Agree preferred communication methods with each client and tailor support accordingly.
Crisis Intervention
Provide immediate practical support to help stabilise clients experiencing financial hardship by:
· Maximising household income through welfare benefits advice and applications.
· Supporting Crisis Fund applications where appropriate.
· Completing benefit entitlement calculations.
· Assisting clients to gather supporting evidence.
· Developing emergency budgets.
· Identifying priority debts.
· Negotiating with priority creditors where appropriate.
· Supporting Breathing Space applications.
· Protecting essential services including fuel and housing.
· Arranging emergency support including food, fuel and other crisis assistance where available.
Aim to stabilise urgent situations within three working days wherever possible.
Welfare Benefits Advice
· Provide high-quality welfare benefits information and advice.
· Complete benefit entitlement checks.
· Support new claims and changes of circumstances.
· Assist clients with mandatory reconsiderations and appeals where appropriate.
· Identify opportunities to maximise household income.
· Keep knowledge of welfare benefits legislation up to date.
Client Journey and Case Coordination
· Allocate clients to the most appropriate adviser based on complexity and need.
· Maintain oversight of client journeys.
· Ensure no client disengages or is lost within the system.
· Maintain regular contact with clients awaiting specialist advice.
· Support clients to engage with "Get Advice Ready" sessions to help clients prepare documentation and understand the advice process.
· Make warm referrals to partner organisations with client consent.
· Support seamless transitions between crisis intervention and longer-term casework.
Outreach and Accessibility
· Deliver support flexibly through telephone, video, secure digital communication, outreach venues and home visits where appropriate.
· Remove barriers preventing individuals from accessing advice.
· Adapt communication styles to meet individual needs.
· Promote financial education opportunities and encourage participation where appropriate.
Partnership Working
· Develop positive working relationships with partner organisations.
· Liaise with statutory agencies including housing, adult social care, DWP and health services.
· Attend multi-agency meetings where appropriate.
· Promote the "No Wrong Door" approach to service delivery.
Systems, Recording and Compliance
· Maintain accurate and timely case records using AdvicePro.
· Complete all monitoring requirements.
· Record outcomes, interventions and client progress.
· Maintain GDPR compliance.
· Use digital systems including client portals, Open Banking and automated workflows where appropriate.
· Ensure safeguarding concerns are recorded and escalated immediately.
Continuous Improvement
· Participate in supervision and reflective practice.
· Contribute ideas for improving systems and processes.
· Support service evaluation through client feedback and case studies.
· Keep professional knowledge up to date through continuous professional development.
Our vision is to eliminate social isolation and financial hardship.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Location: London (with hybrid working available)
Closing date: Thursday 10 September
Interview date: Thursday 24 September in London
Salary: £100,000 pa
Brook is a 4 Day Week employer
About Brook
Brook believes in a society where everyone is supported to live healthy, safe and fulfilling lives. For over sixty years, Brook has been a pioneering force, transforming lives and communities. Brook fights for the right to excellent sexual health, mental health and wellbeing, offering lifelong support that is inclusive, non-judgmental and accessible to all. Our unique offer combines clinical services, relationships and sex education, outreach in community settings, wellbeing programmes and counselling. In 2025/26, we supported 1.45 million people through our frontline services. We delivered 4,053 mental health and wellbeing interventions, supported 111,931 people through our education and wellbeing work and supported 57,071 people through our all-age clinical services.
About the role
We’re looking for a Director of Engagement, Communications & Income to provide strategic leadership across income generation, service development, marketing, communications, policy and external engagement.
The role is key to strengthen organisational sustainability by securing diverse and sustainable income streams. You will provide strategic leadership for service development and oversee the identification, development and submission of high-value, complex bids and tenders for commissioned services.
You will oversee communications, marketing and brand activity ensuring communications effectively position the organisation to attract funders, donors, corporate partners and stakeholders. You will lead the organisation’s external engagement strategy to enhance profile, influence and reach.
About you
You will have significant senior leadership experience and be skilled at collaborative working. Your outstanding leadership, influencing and relationship-building skills will be evidenced through a track record of securing income from diverse sources. You will have extensive experience in in communications, brand development and stakeholder engagement.
Your ability to efficiently manage a complex and busy workload with conflicting priorities will enable you to work well under pressure and deliver to deadlines. You will have an in-depth knowledge of the charitable funding landscape, the public sector commissioning environment and a broad range of communications activities.
Benefits of working for Brook:
Please note - this role requires the successful applicant to undertake an enhanced DBS check. Candidates must be able to provide paperwork demonstrating their right to work in the UK.
Please note: internal applicants with live sanctions will not be considered for this role.
We reserve the right to close this vacancy when we are in receipt of sufficient applications. Should you wish to apply for this post you are advised to submit your application as soon as possible.
Due to the high number of applications for this post, it will not be possible to respond to every application. We will contact you within 4 weeks of the closing date if you have been shortlisted for the role.
Thank you for your interest in working for Brook.
Brook Safeguarding with Purpose
Working with People Safely. Safe Place, Safe People.
The client requests no contact from agencies or media sales.
We’re looking for a talented communications officer to join the Trust for London team, at a time when communications has never been more important to our work.
The role
You will work with the head of communications to support delivery of our communications strategy. This includes:
and so much more. Please see the full job description in the application pack.
About you
We're looking for someone who is curious as much as creative, with an excellent eye for detail. You’ll enjoy digging beneath the headline, asking why something matters and finding the story that helps other people care.
You're just as comfortable thinking about what the data tells us as you are turning that insight into an engaging social media post or newsletter feature.
You don't need experience in every part of the role. We know great candidates don't always meet every requirement, and we'd encourage you to apply if you're excited about the opportunity and think you could thrive here.
Most importantly, you'll care about creating a fairer London and want your work to have a positive social impact.
Closing date: 7 September 2026
Interviews: Second half of September
If you think we’re the right fit for you, we’d love to hear from you. To apply, please go to our website and download the application pack.
We look forward to receiving your application.
The client requests no contact from agencies or media sales.