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.
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ABOUT SEO LONDON
SEO London is an education and training charity that advances social mobility by empowering exceptional students to secure roles within competitive industries.
We are a UK charity that unlocks potential and transforms careers. We empower students and young professionals from underrepresented backgrounds, bridging the gap between untapped talent and the world’s most competitive industries. Since 2000, our alumni have excelled in top global firms, proving that access and opportunity drive success.
SEO ALUMNI PROGRAMME
SEO has a long and proud history, with our first alumni cohort graduating in 2001, meaning we have reached our 25-year milestone. Our role is to nurture meaningful, long-term relationships with our extensive alumni community through an engaging and dynamic programme. This includes industry networking events, social gatherings, newsletters and communications, volunteering opportunities, and access to our talent pool.
We create pathways for alumni to remain connected not only to SEO, but also to the wider professional network, opening doors to new opportunities across industry. Through this work, we cultivate advocates who champion our programmes, recommend them to others, and actively support the next generation of underrepresented students to access sectors that may not otherwise be immediately available to them.
OUR VISION
A society where everyone, regardless of background has equal opportunity to achieve long-term professional and personal success.
OUR MISSION
To prepare talented students from underrepresented backgrounds for career success through industry-specific education and training.
OUR VALUES
Ø Diversity: We value teamwork and champion diversity in all its forms, including diversity of thought.
Ø Innovation: We foster a culture of creativity and forward thinking. We continuously seek new ideas to support our service users while ensuring the meaningful engagement of our sponsors.
Ø Integrity: We act with integrity and communicate openly with all our stakeholders.
Ø Collaboration: We provide a collaborative and rewarding environment with continuous personal and professional development opportunities for all.
WHO WE SUPPORT
At SEO London, our mission is to support those who are most underrepresented in the industries we work with, particularly individuals from low socioeconomic backgrounds.
THE ROLE
The Research co-ordinator will help provide a high-quality in-house prospect research service to support the alumni engagement strategy. The postholder will support the charities' strategic engagement and relationship-building efforts, with a particular focus on identifying, researching, and prioritising the charities most senior, influential, and high-potential alumni.
While this role supports fundraising activity, its primary emphasis is on insight-led engagement, including the development of a strategic power list to inform long-term relationship management and future philanthropic support.
RESPONSIBILITIES AND ACCOUNTABILITIES
· Providing a high-quality in-house prospect research service to the Alumni team and senior leaders, to support strategic alumni and stakeholder engagement
• Proactively identifying, assessing, and prioritising senior, influential, and high-potential alumni and stakeholders using agreed criteria such as leadership seniority, professional influence, networks, and engagement indicators
• Supporting the creation, management, and ongoing refinement of a strategic engagement power list to inform relationship-building, stewardship, and long-term engagement planning
• Delivering a pipeline of high-quality briefing materials for the head of Alumni Engagement and others within senior leadership team
• Compiling and managing a portfolio of research materials and insight projects, including alumni and stakeholder profiles, network mapping, influence analysis, and country-specific intelligence to support engagement activity
• Recording, managing, and enhancing the quality of alumni and stakeholder data using the organisation’s CRM database (Salesforce), ensuring records are accurate, current, and usable for engagement planning
• Supporting data cleansing and enrichment activity to strengthen the organisation’s understanding of its alumni and stakeholder community
• Ensuring all research activity is conducted ethically and in line with data protection requirements, exercising discretion and maintaining confidentiality at all times
• Role modelling the organisation’s values of commitment, inclusion, belonging, growth and innovation
• Undertaking any other duties relevant to the role, as requested
• Demonstrating a strong commitment to the organisation’s values, ethos, and mission
PERSON SPECIFICATION
ESSENTIAL SKILLS and EXPERIENCE
· Previous experience in an educational development, advancement, or alumni office; direct experience in prospect research or insight roles is essential.
· Strong written communication skills, with the ability to summarise complex information clearly and accurately
· Excellent attention to detail, with a commitment to data quality and accuracy
· Ability to use initiative and creatively source information to identify opportunities and map relationships and networks
· Ability to handle sensitive information, maintain confidentiality, and exercise sound judgement
· Experience of accurate data entry and record maintenance, with a good working knowledge of CRM systems (Salesforce preferred) and the ability to run reports
· Strong IT skills, including experience with Microsoft Word, Excel, PowerPoint, and Outlook
· An interest in, and commitment to the charities core aims, value and mission.
WHAT WE OFFER
· Annual Leave: 28 days + Bank Holidays.
· Enhanced Family Friendly Policy.
· Flexible working (2 days in the office) and a lovely office space by Borough Station.
· Benefits:
o Employee Assistance Programme
o And more…
EQUAL OPPORTUNITIES STATEMENT
SEO London is committed to ensuring that no prospective or current employee is discriminated against on the basis of race, sex, gender, nationality, marital status, sexual orientation, employment status, socioeconomic background, disability, age, or any other protected characteristic. We also strive to avoid disadvantaging individuals due to any condition or requirement that is not demonstrably justifiable.
We are on a mission to prepare students from underrepresented backgrounds for career success through industry-specific education and training



The client requests no contact from agencies or media sales.