Customer service telephone advisor jobs

Age UK Bromley & Greenwich is an independent local charity supporting older people across both boroughs. We work to enable, support and connect older people, promote independence and wellbeing and ensure their voices are heard.

We are looking for an Information & Advice Triage Worker to be the first point of contact for older people, carers and their families seeking support.

About the role

This role is central to our Information & Advice service. You will provide high-quality initial information and guidance, assess urgency and risk, and ensure people are directed quickly and appropriately to advice services, support services or partner organisations.

You will often be the first person someone speaks to, so a calm, empathetic and professional approach is essential.

Key responsibilities

• Act as the first point of contact for enquiries, mainly by telephone, with some face-to-face and email contact

• Provide accurate information on issues affecting older people including benefits, housing, care, health and local services

• Carry out structured triage to identify needs, priorities and risks

• Manage expectations clearly and sensitively

• Identify safeguarding concerns and follow organisational procedures

• Make timely referrals to internal services and external partners

• Maintain clear professional boundaries while offering a warm, person-centred response

• Record all contacts accurately and promptly on the organisation’s CRM system

• Maintain clear, concise and professional case notes

• Ensure confidentiality, consent and data protection requirements are met

• Work closely with advisers, service coordinators and partner agencies

• Take part in team meetings, supervision and training

• Keep knowledge up to date on welfare benefits, services and local provision

• Promote Age UK Bromley & Greenwich services positively and professionally

About you

Essential

• Experience in frontline information, advice, triage or high-volume customer contact work

• Confidence handling calls from people who may be distressed, anxious or frustrated

• Strong listening and questioning skills

• Ability to assess urgency and risk and take appropriate action

• Clear verbal and written communication skills

• Experience using a CRM or case management system

• Good general IT skills including email and Microsoft applications

• Understanding of confidentiality, safeguarding and professional boundaries

• Awareness of issues affecting older people and carers

• Commitment to equality, diversity and inclusion

• Empathy, patience and a non-judgemental approach

Desirable

• Experience in the voluntary sector or health and social care

• Knowledge of welfare benefits, housing or adult social care

• Experience of face-to-face advice or reception-based work

• Knowledge of local services in Bromley or Greenwich

What we offer

• 27 days annual leave plus bank holidays (pro rata), including two days over Christmas

• Pension scheme with 5% employee and 3% employer contributions

• Employee Assistance Programme offering 24/7 support

• Supportive team environment with training and development opportunities

If you want to play a vital role in helping older people feel heard, supported and confident accessing the right help, we would love to hear from you.

Location: Hybrid working including home working and Citizens Advice Camden service delivery and outreach locations
Start Date: As soon as possible

About Citizens Advice Camden

We are a well-respected local charity with more than 85 years’ experience of delivering free, independent and impartial information, advice and casework services which meet the changing needs of local residents. Our aims are to provide the independent, impartial, confidential and free advice people need for the problems they face and to improve the policies and practices that affect people’s lives.

We target our services at the most vulnerable in our community. Our client profile closely matches local indices of deprivation with most of our clients coming from the most deprived wards in the borough. We identify trends to ensure our services remain agile and able to respond to changing and emerging advice needs.

Role Purpose

The Camden Food Mission is a new service designed to deliver advice in food settings across Camden. This service is a direct response to local food insecurity across the council. It will deliver a floating advice service embedded primarily within food support locations, aiming to reach people who would not otherwise access advice services. The service will focus on stabilising income, managing debt, and reducing reliance on crisis provision.

The project will be delivered through a mix of face-to-face, telephone, and digital channels. Face-to-face appointments will be held in community food locations, with an emphasis on a flexible, visible presence to maximise reach.

We are recruiting a full-time debt adviser to join this project, to work alongside an established and experienced generalist adviser.

Ideally, you will be an experienced money adviser, and able to deliver high quality debt advice and on-going casework to clients. You will be an approved DRO intermediary or be willing to work towards becoming a DRO Intermediary by completing the relevant training. You should also hold the IMA Certificate of Money Advice Practice (CertMAP) or be willing to work towards obtaining this. The CertMAP and DRO Intermediary status are prerequisites to be considered at Senior Level.

Role Profile 

• Provide debt advice and specialist casework that is in-depth and complex and covers the full range of debt advice.
• Work to achievable targets in line with the criteria set by the funder.
• Interview clients using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to set their own priorities.
• Research and explore options and implications so that clients can make informed decisions. Act for clients where necessary using appropriate communication skills and channels.
• Advise clients who are eligible for a DRO of the possible implications, duties and obligations and complete and submit DRO applications on their behalf.
• Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate.
• Ensure that all work conforms to Financial Conduct Authority standards, the Advice Quality Standard and the requirements of the funder.Ensure that work reflects and supports the Citizens Advice service’s equality and diversity strategy.
• Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.Liaise with advice partners to set up and deliver advice sessions in community outreach locations as required

To apply, complete our application form and online application process on our website.

Closing deadline for applications is: 9.00am on Monday, 13 July 2026

CVs are not accepted. 

Interview date:w/c 13 July 2026

Citizens Advice Camden is an equal opportunities employer. We encourage applications from all sections of the community.

Financial Controller

£60,000 - £65,000 | Permanent | 4 day working week (Full Time) | London Hybrid

Take ownership of financial control, statutory reporting, and technical accounting while helping shape the future of CIPFA's finance function whilst they are undergoing transformation!

CIPFA is exclusively partnering with Robertson Bell in their search for a Financial Controller to join their finance team in a newly created role. This is an exciting opportunity to take ownership of financial control, statutory reporting, treasury, tax and compliance, while helping drive the ongoing development of a modern, high-performing finance function.

As the professional body for people in public finance, CIPFA is committed to supporting better public services through excellence in financial management and governance. This role will play a key part in ensuring the organisation continues to operate with strong financial stewardship while supporting future growth and organisational priorities.

Why this Financial Controller role stands out:

• A genuine four-day working week – work Monday to Thursday, enjoy Fridays off, and take the full salary home (it is not pro rata!).
• Newly created position with the opportunity to shape the role and influence the future direction of the finance function.
• Strategic exposure – partner with senior leaders on commercial opportunities, international activity, and organisational initiatives.
• Drive improvement and transformation across systems, controls, reporting, and finance processes.
• Clear progression potential – gain exposure well beyond traditional financial control responsibilities, with the potential to develop into a broader finance leadership role over time.

What you'll do – and what you'll gain:

• Play a leading role in statutory reporting, year-end processes, audits, treasury management, and tax compliance.
• Act as the organisation's technical accounting expert, ensuring compliance with charity accounting standards and evolving regulations.
• Support strategic projects by providing insight into financial, tax, treasury, and compliance implications.
• Identify opportunities to strengthen controls, improve reporting, and maximise the value of finance systems.
• Contribute to the ongoing development of a modern, high-performing finance function.

What you'll need:

• Experience preparing charity statutory accounts and managing year-end audits, either in industry or practice.
• Strong knowledge of charity accounting, VAT and SORP FRS102.
• A proactive approach to process improvement and problem-solving.
• Excellent stakeholder management skills and the confidence to challenge constructively.
• A recognised accounting qualification is desirable, although exceptional relevant experience will also be considered.

Location & Working Pattern:

The organisation operates a 32-hour full-time working week, with employees typically working 9:00am - 5:30pm Monday to Thursday (including a 30-minute lunch break) and enjoying Fridays off.

Hybrid working is in place, with 1-2 days per week in the London office.

Ready to make your mark?

This is an excellent opportunity to join an organisation investing in its finance function and creating an environment where technical expertise, innovation, and continuous improvement are genuinely valued.

The deadline for applications is on Sunday 5^th July, but CVs are being reviewed on a rolling basis, so early applications are encouraged to ensure you don’t miss out!