Training jobs

Do a job that is amazing! 

We are looking for people with great energy and motivation to join our Short Breaks service which offers a chance for young people with an additional support needs or disability to have fun and take a break from daily routines, and helps families to enjoy quality time, local activities, and connections with others.

Our holiday and weekend activities give parents and carers a break while providing participants with a safe, welcoming space to have fun and receive the care they need. Our coordinators plan, arrange and deliver a programme of activities shaped around the needs of the young people, making the most of local opportunities, from heritage sites and outdoor adventures, to sports, arts and crafts, cooking, and team challenges. These sessions help children build friendships, grow in confidence, and express themselves in a fun, supportive space.

Family day activities bring families together to create special memories and enjoy time with others who share similar experiences. Coordinators develop and facilitate activity days which involve the whole family and provide opportunities to build friendships and connections with others. Activities take place at outdoor centres, local heritage sites and museums, as well as organised beach days and community centre-based workshops and activities.

Applicants should have relevant experience of working or volunteering with children and young people in education, health or social care, and have exceptional organisational and communication skills. 

Full and part-time positions available, and coordinators are required to work most Saturdays.  In school holiday periods, more activities take place on weekdays (instead of Saturdays), so flexibility is needed. Activities are delivered across Kent, so some travel is required.

It’s essential that applicants have their own car and preferably willing to drive a minibus (full training provided). Immediate start available.

Apply today.

We offer our employees:

· Inclusive values-based environment

· Competitive remuneration package

· Workplace pension scheme

· Generous annual leave entitlement plus bank holidays

· Carers leave

· Opportunities for hybrid working

· Benenden Health Care

· Death in Service Benefit

· Cycle to Work Scheme

· Employee Supported Volunteering scheme

· Development opportunities

· and more

Imago is committed to Safer Recruitment practices, and the post is subject to references and an enhanced Disclosure and Barring Service check.

Please either submit your CV with a short covering note or visit our website for full details.

Imago recognises that many people in our society experience discrimination or lack of opportunity for reasons that are not fair. We aim to create a culture that respects and values each other’s differences, and see these differences as an asset, as they improve our ability to meet the needs of the organisations and people we work with. We proactively seek to increase opportunities for inclusion and celebrate diversity across our organisation and within communities.

Imago recognises its duty to safeguard and promote the welfare of the children, young people and adults at risk who access its services or with whom it comes into contact.

Are you passionate about retail and ready to take on a new challenge that will make a real difference to the lives of people with a learning disability.

We have an exciting opportunity for an enthusiastic and driven Shop Manager to join our team in Wyke on a permanent , full-time basis (37.5 hours per week) over 7 days.

As a Shop Manager you will be responsible for the day to day running of our store by leading an inclusive team of paid colleagues and volunteers to maximise sales income and to minimise costs. You will have the passion to drive your store to be the best in the area.

What you will do: 

• Drive sales in the store to meet expected budgets and KPI’s 

• Run a high-density shop, ensuring that the shopfloor meets retail merchandising standards and that stock is rotated onto the shopfloor daily. 

• Ensure that stock is generated over the door and that donors are signed up for Gift Aid.

• Ensure that the high standard of customer service that is expected by Mencap is delivered at all times.

• You will be an inclusive leader developing your team, paid and volunteers, through training and performance reviews.

• Be responsible for all financial, cash handling, security, safeguarding and health and safety in the store. 

• ​

To be a successful Shop Manager you will be: 

• An experienced manager with the ability to drive sales and meet KPI’s, ideally within a fashion retail environment. 

• Ability to lead and support a team from varying backgrounds. 

• Ability to meet the needs of the customers to generate and increase the sales of the store.

• Have a flexible approach to working hours and days, including weekends and bank holidays on a rota basis. 

​

The full detailed job description is attached

We are an equitable, diverse and inclusive organisation and we particularly welcome and encourage disabled applicants and those from the Black and Asian communities to apply for the role as they are under-represented within the workforce. 

If you’re passionate about leading high‑performing teams and maintaining exceptional store standards, we’d love to hear from you.

Applications close on 2 July, with interviews taking place from 18 June onwards. We encourage you to apply as soon as possible, as we may close the advert early if we receive a high volume of applications or identify suitable candidates.

Join Chipping Barnet Foodbank as our Fundraiser and play a key role in tackling local hardship.

This is an exciting opportunity to help grow community support for Chipping Barnet Foodbank and strengthen the relationships that make our work possible.

We are looking for a warm, proactive, community-focused fundraiser who enjoys building relationships and bringing people together around a shared cause. You’ll work with local businesses, schools, faith groups, community organisations, and individual supporters to help raise vital funds and grow long-term support for the foodbank.

This is a hands-on role with real scope to shape and develop fundraising at the foodbank. Alongside community fundraising and supporter engagement, you’ll help deliver key campaigns such as our Christmas Appeal and contribute to wider fundraising activity where needed.

Chipping Barnet Foodbank provides emergency food and support to people facing hardship across the London Borough of Barnet. But our work goes beyond food. We also help people access advice and support that can improve their situation and reduce the need for crisis support in the future. Our vision is a society where foodbanks are no longer needed.

We are a small, supportive team and offer flexible working, opportunities for training and development, and support through the Trussell network.

We expect interviews to take place during the week commencing 29 June 2026, with an intended start date of 1 September 2026. We welcome applications from candidates who may need to work a notice period.

Please see the full job description for further information about the role and how to apply.

Do you enjoy being the go-to person for a CRM system that really matters? Are you looking for a role where you can shape how Dynamics 365 is used across an organisation?

12-month FTC | Hybrid (2 days in the office, London) | Up to £45,000

We’re supporting a well-established professional membership organisation to recruit a CRM (Dynamics 365) Administrator for a newly created role within their IT function.

This is a hands-on opportunity to take ownership of Dynamics 365 CRM, supporting colleagues’ day-to-day, improving data quality and processes, and working closely with external suppliers. The role is offered on a 12-month fixed-term basis, with the potential to become permanent.

The role
You’ll be responsible for keeping the CRM running effectively and continuously improving how it supports the organisation. This will include:

• Managing and triaging requests via the CRM ticketing system
• Resolving technical and non-technical CRM issues and working with external suppliers
• Maintaining data quality through cleansing, de-duplication and governance
• Managing user access, permissions and security roles
• Delivering CRM training (1-2-1 and group sessions) and producing clear user guidance
• Creating reports and dashboards to support insight and decision-making
• Identifying opportunities to streamline processes and introduce automation

About you
You’ll be confident working with users at all levels and comfortable taking ownership of a business-critical system. You’ll have:

• Proven experience administering Dynamics 365 CRM
• Strong data management and problem-solving skills
• A good understanding of GDPR and data governance
• Advanced Excel skills and experience working with multiple business systems
• Experience working in or alongside a ticketing or support environment
• Clear communication skills and a supportive, collaborative approach

Why apply?

• Salary up to £45,000
• Hybrid working – 2 days per week in a central London office
• A new role with real scope to shape CRM ways of working
• Potential for the role to become permanent after 12 months
• Supportive, values-driven culture

 
If this exciting opportunity is of interest, please get in touch ASAP. We are reviewing CV’s as they come through!

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

Would you like to use your financial expertise to help Tearfund reach its goal of ending global poverty?

We are seeking a qualified and experienced Accountant to support the Senior International Accountants as part of the Global Controllers team. 

You will provide an integrated, high quality and effective financial accounting and reporting support to country and regional offices, responding on all aspects of finance, focusing on operational programmes, institutionally funded projects and appeals. 

You will be a self- starter with excellent communication skills and a passion to make a difference. 

We are looking for someone with:

• A professional accountancy qualification
• Experience managing institutionally donor-funded projects and reporting
• Expertise in fund accounting within complex, multi-currency environments
• Substantial experience working with accounting
  software and online systems
• Experience of working cross-culturally 

As an International Accountant you will have the opportunity to carry out training for country and regional finance staff as needs require. You will Identify opportunities for streamlining, improving, and contextualising global financial practices and contribute to financial management, year-end through collaborating with the Global Finance Team. 

Does this sound like you? Could you be Tearfund's next International Accountant? 

We particularly welcome applications from people with disabilities and those from Black, Asian or Minority Ethnic (BAME) backgrounds (in our UK workforce) as these groups are currently under-represented at Tearfund.

Hybrid working: This role is eligible for hybrid working and you will be required to work from the Teddington Tearfund office at least 2 days a month as well as attend team and corporate events in agreement with your line manager. The Finance team's office days are the last two Wednesdays of each month at the Teddington office.

All applicants must be committed to Tearfund's Christian beliefs.

The recruitment process will include specific checks related to safeguarding. In addition, personal identification information will be submitted against a Watchlist database to check against criminal convictions as a counter-terror measure. 

The Role

The Law Society of England and Wales is looking to recruit a Membership Project Executive to join our Membership Engagement & Services Team.

The role will provide project and stakeholder management and coordination in relation to events, meetings and content, including video, website, social media and enewsletters. The role supports the operations of a team of engagement managers to deliver on an ambitious annual programme tailored to different membership segments. The role proactively maintains accurate trackers, templates, schedules, action plans and dashboards, documents team processes, performs research and analysis, prepares draft documents and programmes, plans and organises the delivery of events, meetings and content, and works closely with members and internal stakeholders.

Please refer to the Job Description for further information.

What we're looking for

We are looking for highly organised and experienced planners in relation to events organisation and content delivery. You will have an excellent eye for detail, a proactive approach, anticipate issues before they arise and demonstrate excellent research, analytical, communication and writing skills. You will have excellent stakeholder management skills and be able to work with limited supervision. You will thrive on managing competing priorities across a portfolio of cross-organisational projects while consistently delivering excellent outcomes.

What's in it for you

This is an excellent opportunity to contribute to and impact a purpose-driven organisation. You will join a strong brand committed to promoting equality, diversity and inclusion, and a culture of clarity, trust, excellence and respect.

We operate a hybrid working environment (2-3 days per week in the office), a generous flexible benefits package, a supportive working environment and the opportunity to develop your career within a professional organisation.

Please note: if you are an internal applicant, Pay Policy will apply.

The Law Society represents solicitors in England and Wales. From negotiating with and lobbying the profession's regulators, government and other decision makers, to offering training and advice, we're here to help, protect and promote solicitors.

The Exempt Accommodation Support Service is based at our main hub in Digbeth but provides outreach support across the city. We are looking for project workers to provide flexible, person-centred support to people aged 25 years plus who are precariously accommodated, have a history of homelessness or who are at risk of becoming homeless. It will primarily be supporting people living in exempt accommodation who have support needs relating to substance use, physical health and mental health.

The aims of this service are to provide additional support to improve access and sustainment of suitable accommodation for people engaging in structured drug and alcohol treatment, to reduce the scale of unmet housing need for this group of clients and to build evidence of housing-related need and effective interventions. The service will provide a range of practical support around finances, health and wellbeing, access to volunteering or training opportunities and integration into local communities as well as supporting continued engagement with treatment and tenancy sustainment.

This is a part office-based, part community-based role with a requirement to travel to accommodation providers and outreach sites. Travel expenses will be paid for any journeys undertaken.

Key tasks (selection of):

Provide a person-centred service to individuals, taking a psychologically informed approach, advising and supporting to ensure that clients are given choice and control about how their support is delivered.

Assist with practical support such as travel issues, settling into accommodation and addressing any immediate accommodation issues.

Ensure individuals have access to key services, including health care, substance misuse, and wellbeing services.

Manage an active caseload of clients, keeping effective and up to date records and monitoring outcomes through our CRM database system.

To support with timely reporting information regarding visits, support plans and session notes.

We are seeking an enthusiastic and experienced Operations Manager to lead and empower a team of Operations Officers as we transition from Youth Without Limits to World Ready—strengthening our commitment to accessibility while preparing young people with the skills they need for life.
 

In this role, you will oversee a geographically dispersed team supporting a diverse and growing network of Licensed Organisations (LOs) delivering the Duke of Edinburgh’s Award (DofE). These partners include schools, colleges, charities, local authorities, youth organisations, and secure settings.
 

As a key member of the leadership team, you will drive performance, champion quality experiences for young people, and play an active role in delivering strategic priorities across the organisation.
 

• Lead, motivate, and develop a high-performing, remote team to deliver against SMART objectives and KPIs.
• Foster a positive, inclusive, and supportive team culture aligned with DofE values and behaviours.
• Oversee delivery standards, ensuring consistency, quality, and compliance across your team’s portfolio.
• Support your team to identify and engage new Licensed Organisations, particularly those supporting strategic growth and accessibility.
• Build and maintain senior stakeholder relationships across partner organisations.
• Analyse performance data and KPIs to drive decision-making and implement improvement plans.
• Oversee grant processes, including approval, monitoring, and evaluation of funded projects.
• Ensure effective delivery of training pathways across the network.
• Lead and support network engagement activities such as meetings and events.
• Collaborate with leadership colleagues to implement business plans and strategic initiatives.
• Contribute to national projects, innovation, and continuous improvement initiatives.
• Represent the organisation externally, staying informed on policy developments and sector trends.

If you feel excited by this role and believe you have the necessary skills and experience to become a valued team member, please go to our website and apply.
 

The deadline for applying for this role is: 28th June - midnight 
 

1st  interviews will take place on: 6th July to be held via MS Teams
 

2nd interviews will take place on: 13thJuly - to be held in Person. 
 

If you would like to access the application form in a different format or if you would like any assistance that might help improve your experience while completing the application, please contact us.

Are you passionate about retail and ready to take on a new challenge that will make a real difference to the lives of people with a learning disability.

​

We have an exciting opportunity for an enthusiastic and driven Shop Manager to join our team in MORLEY on a 37.5​hour contract.

As a Shop Manager you will be responsible for the day to day running of our store by leading an inclusive team of paid colleagues and volunteers to maximise sales income and to minimise costs. You will have the passion to drive your store to be the best in the area.

What you will do: 

• Drive sales in the store to meet expected budgets and KPI’s 

• Run a high-density shop, ensuring that the shopfloor meets retail merchandising standards and that stock is rotated onto the shopfloor daily. 

• Ensure that stock is generated over the door and that donors are signed up for Gift Aid.

• Ensure that the high standard of customer service that is expected by Mencap is delivered at all times.

• You will be an inclusive leader developing your team, paid and volunteers, through training and performance reviews.

• Be responsible for all financial, cash handling, security, safeguarding and health and safety in the store. 

• ​

To be a successful Shop Manager you will be: 

• An experienced manager with the ability to drive sales and meet KPI’s, ideally within a fashion retail environment. 

• Ability to lead and support a team from varying backgrounds. 

• Ability to meet the needs of the customers to generate and increase the sales of the store.

• Have a flexible approach to working hours and days, including weekends and bank holidays on a rota basis. 

​

The full detailed job description is attached.

Applications close on 2 July 2026, with interviews taking place from 18 June 2026 onwards. We encourage you to apply as soon as possible, as we may close the advert early if we receive a high volume of applications or identify suitable candidates.

We are an equitable, diverse and inclusive organisation and we particularly welcome and encourage disabled applicants and those from the Black and Asian communities to apply for the role as they are under-represented within the workforce. 

If you are passionate about leading high‑performing teams and delivering exceptional store standards, we’d love to hear from you.

We’re looking for an ambitious and commercially minded Senior Commercial Manager to lead income-generating events, partnerships and activations across some of London’s most exciting South Bank locations, including Oxo Tower Wharf, Gabriels Wharf, part of the south bank walkway and our corporate conference centre. This is a fantastic opportunity to shape a vibrant commercial offer, grow sustainable income, and lead a high-performing team delivering exceptional experiences for businesses, brands and visitors alike. This is a 12-month maternity cover role.

As our Senior Commercial Manager you will:

• Lead commercial events, partnerships and brand activations in a world-class riverside setting 
• Drive sustainable income growth while balancing commercial success with community impact 
• Manage and develop a talented events team in a fast-paced, customer-focused environment 

To be successful you will need to demonstrate the following: 

• Experience in sales, negotiation and building commercial relationships 
• Minimum 2-3 years’ experience of managing teams and embedding a performance culture 
• Customer facing commercial experience ideally in the hospitality/service/event management sector 
• Breadth of commercial knowledge events, conferencing, advertising, commercial brand activations 

About Coin Street Community Builders 

We provide the opportunities and spaces for people to lead their own change.  

Our activities are wide and far reaching. From giving families and children the best start in life through our childcare and family support, to creating and maintaining high quality spaces to live, work and play on the land that we own.  

We promote enterprise, creativity, and lifelong learning whether that is through providing employment, volunteering opportunities, nurturing enterprise, or delivering programmes and activities. We provide housing that supports our community; we champion co-operative housing and influence local and national housing policy.  

From sports and dance to healthy eating and gardening, we offer a range of facilities and activities accessible to everyone to support health and wellbeing in our community.

Contract  

12-month fixed term contract, 35 hours per week (Monday-Friday) 

Salary  

£53,000 per annum 

Extras 

• Equivalent of 27 days annual leave (excluding Bank holidays), pro rata for part-time staff. 
• 8% contributory pension scheme (5% employer contribution and 3% employee contribution). 
• Health and wellbeing support, including online mental health therapy sessions.  
• Free gym membership at Colombo, annual flu jabs. 
• Commitment to training and development. 

To Apply  

To apply for the role, please click the following link to be redirected to our Recruitment Portal. 

Closing Date  

Please submit your application by midnight on Sunday, 21 June 2026

Successful candidates will be required to undertake a Standard DBS check.

Location:  Home-based Scotland. The role will involve travel across Scotland and the North of England. 

Salary: £34,600 per annum 

Hours: 35 hours per week 

Closing date:  Monday 22 June 2026 at midnight 

Interviews:  Week commencing 6 July 2026 in person in Edinburgh or Glasgow to be confirmed.

This is a permanent role. 

Who we are looking for 

Breakthrough T1D is the UK’s leading type 1 diabetes charity, dedicated to funding research, advocating for change, and supporting the T1D community. A year into our exciting rebrand from JDRF to Breakthrough T1D, we’re looking for an enthusiastic and motivated Senior Fundraiser for Scotland and the North of England to help us build on this momentum.

As Senior Fundraiser, you’ll play a pivotal role in driving forward our major donor and corporate partnerships programme. You’ll work alongside our Head of Scotland to deliver sustainable income growth, develop meaningful relationships with high value supporters, and bring unforgettable experiences to life — from intimate research briefings to our flagship annual Gala Ball.

This is a role with huge scope to make your mark. You’ll have the autonomy to cultivate your own portfolio, the support of brilliant cross UK colleagues, and the reward of knowing your work directly fuels scientific breakthroughs that change lives. 

Experience required 

You’ll have previous experience of: 

• Experience working with major donors, corporate partners or demonstrable success generating income from senior stakeholders in a relationship driven role

• Strong project management skills and the ability to juggle multiple priorities with confidence and calm

• Excellent communication skills — written, verbal and in presentations

• Emotional intelligence and the ability to build rapport authentically.

• A supporter focused, warm, and collaborative approach.

About Breakthrough T1D 

Breakthrough T1D is the world’s leading charitable research funder into type 1 diabetes, improving lives until we find the cure. We are dedicated to our 400,000 strong type 1 community in the UK and work closely with our international affiliates across the world, including the US, Canada and Australia. 

You will find a vibrant atmosphere and spirited team at Breakthrough T1D, always striving to make a difference to people living with type 1. 

Employee benefits 

As an employer we offer: 

• Hybrid working arrangements 

• Flexible working and will consider compressed hours 

• Generous annual leave entitlement – 25 days per year plus bank holidays for full-time staff with leave increasing after three and five years’ service 

• Health cash plan that allows you to claim for some treatments such as dental, optical and physiotherapy treatment 

• Season ticket and cycle loan 

• Pension scheme 

• Family-friendly policies – maternity, paternity, adoption and shared parental leave at enhanced rates 

• Personalised training to suit your career aspirations and professional development 

Breakthrough T1D is an equal opportunity employer, we welcome applications from all individuals regardless of race, gender, disability, religious belief, sexual orientation or age. 

Homeless Health Link worker

Full-time, 37.5hrs per week on average, Monday to Friday

(Minimum 3 days per week in Twickenham (TW1) office. Regular travel to Richmond, Wandsworth and Kingston boroughs. - Occasional travel to Croydon, Sutton and Merton boroughs)

ABOUT US

We are SPEAR, a charity working tirelessly to end homelessness across South West London and beyond. We believe homelessness should be rare, brief, and non-recurring, and we work every day to make that a reality. Our services include street outreach, assessment hubs, supported accommodation, and tenancy support, helping people move off the streets and into safe, secure housing. We take a person-centred, trauma-informed approach, building trust and supporting people to achieve long-term stability and independence. You will be part of a passionate, skilled team dedicated to ending homelessness. We offer a supportive environment where you can grow your career while making a meaningful impact.

ABOUT YOU

You are someone who leads with empathy, thrives in a fast-paced environment, and never gives up on the people you support. You bring experience of working with vulnerable people and show a genuine commitment to person-centred care. You are confident in building relationships with external agencies and hold strong communication skills.

THE ROLE

You will be the first point of contact for people referred into the service, carrying out high-quality assessments and connecting clients with the primary care, mental health, and substance misuse support they need. You will manage a varied caseload, working creatively and compassionately with individuals who have complex mental and physical health needs.

This role is based at our Twickenham office for a minimum of three days per week, with regular travel across the Richmond, Wandsworth, and Kingston boroughs. Occasional travel to Croydon, Sutton, and Merton may also be required.

YOUR BENEFITS

- Generous holiday – 26 days plus public holidays, rising to 31 days with length of service
- Wellbeing & EAP – 24/7 Employee Assistance Programme with free counselling, money and legal advice
- Health support – Occupational health service and free annual eye test (with contribution towards glasses if required)
- Cycle to Work – Save on a new bike and accessories through salary sacrifice
- Season ticket loan – Interest-free loan for annual travel passes
- Moving house day – Extra day’s leave when you move home
- Financial security – Life assurance (4x salary) and interest-free emergency staff loan
- Family-friendly policies – Enhanced maternity and adoption pay, plus flexible working options
- Career development – Ongoing training, learning and progression opportunities
- Blue Light Card – Discounts across a wide range of shops, restaurants and services

Want to know more about the role? Read the full Job Description now!

Are you an expert in stewardship and donor care, and have experience in managing Individual Giving income streams?

Designed by families, for families, The Ark was opened in September 2019 by the Mayor of London. The grounds offer wheelchair accessible outdoor experiences, including a Woodland Walk through a 7-acre nature reserve, a hydrotherapy pool and overnight suites for families to be close to their loved ones. At The Ark we are able to provide Specialist Care and Nursing for babies, children and young people, supporting their full clinical, emotional, social and practical needs. We have created a space where children who are seriously unwell are accepted as they are, safe to play, explore, express themselves and build confidence.

Rated as ‘Outstanding’ by the Care Quality Commission, the charity has had a sustained period of growth over the last two years and we are looking for high quality employees to come and be a part of that success.

Our expert staff and trained volunteers provide clinical, emotional and practical support for families across North and Central London and Herts Valley. We carefully adapt our support for every child and offer it wherever it is required - whether in their home, their community or at our state-of-the-art children’s hospice building, The Ark, in Barnet.

JOB DESCRIPTION

The Supporter Engagement Manager position is a pivotal role in the Public Fundraising team, comprising seven specialist Fundraisers. The post-holder is responsible for driving growth in our Individual Giving programme through a mix of acquisition and retention campaigns.

Key internal relationships include the Head of Supporter Engagement and the Fundraising Management team.

The post-holder will work closely with the Fundraising Data Manager and the Community Engagement Manager on collaborative income generation and Supporter Engagement activities.

The post-holder will be instrumental in shaping the Individual Giving and Supporter cultivation strategies geared towards increasing our Cash and Regular Giving Supporter base.

The Individual Giving programme includes Cash Appeals, Regular Giving (including Door-to-Door recruitment), Hospice Lottery, Challenge Events, Legacies and Supporter Care. There is a strong focus on digital fundraising.

ABOUT YOU

You will be a dedicated, organised and experienced Individual Giving specialist, with proven expertise in Supporter stewardship.

You are by nature a proactive, hands-on, team player. You thrive in an environment where no two days are the same.

The Public Fundraising team is part of the wider Income Generation and Communications team based in our hospice, at The Ark. We are a close-knit, highly supportive, high-performing team of 19. There is continuous collaboration. We help each other whenever we can. This set-up inspires you. As does the knowledge that your fundraising will have a direct, positive and lasting impact on the lives of the babies, children and the families we support.

Please refer to the job description for more information on this role. 

Please note - we are only accepting direct applications for this role.

We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, we kindly advise you to submit your application as early as possible.

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.