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Community Advice Worker (with a focus on debt)
Hybrid working considered
Citizens Advice Haringey is a dynamic and developing place to work, with a friendly and supportive team.
We are looking to take on an Advisor who will focus on debt advice to join our Advice Team consisting of specialist caseworkers and generalist advisers. You will be providing advice to clients, supporting them through the debt advice process; including dealing with emergencies, income maximisation, budgeting advice, and ultimately helping with a debt strategy.
You will need to:
Training will be available to support continuous learning. We are willing to consider advisers with generalist experience who wish to develop their debt knowledge and skills.
Benefits and Culture
Closing date: 12th February 2024
To apply please submit a CV and covering letter to Sayeed Rahman outlining how you meet the person specification.
As a Grants and Services Caseworker at our charitable foundation, you will make a huge difference to individuals and families in financial hardship through assessing applications and making welfare grants to insurance people going through challenging times.
You will also provide guidance on areas such as benefits, debt, and employment, and signpost applicants to appropriate support services.
Beyond casework and grant-making, you’ll contribute to exciting wider initiatives at The Insurance Charity – from shaping new, responsive grant programmes for individuals, to building partnerships with external organisations to strengthen our impact and reach.
The client requests no contact from agencies or media sales.
This role offers the unique opportunity to make a tangible difference in the lives of individuals facing financial challenges, providing them with the guidance, support, and tools they need to navigate complex debt issues.
Annual Leave: 28 days plus Bank Holidays (part time pro-rata)
Location: Sefton, Merseyside
Pension: 7% (If you pay at least 1% salary contribution we top up to the required 8%)
What we offer to our staff
We are looking for a dedicated and knowledgeable Welfare Benefits Caseworker Supervisor to join our team at Citizens Advice Sefton. This is a key role supporting both clients and colleagues by delivering high-quality benefits advice and providing technical supervision and guidance to team members.
You’ll work directly with clients to help them navigate complex welfare benefit issues, manage appeals, and ensure their entitlements are maximised. Alongside your casework, you will provide day-to-day support to advisers and caseworkers, offering technical guidance, quality assurance, and mentoring to ensure excellent standards across the service.
You will help maintain a strong team culture, contribute to service development, and ensure that our work continues to meet Citizens Advice quality standards and the needs of our local community.
This is a great opportunity to join a well-established local charity with a supportive team of advisers and caseworkers who are committed to making a real difference in people’s lives.
92% of our clients agree or strongly agree that they would recommend our advice service to others.
If you have in-depth knowledge of welfare benefits, strong interpersonal skills, and experience supporting others in an advice setting, we would love to hear from you.
Application is via online application form on our website.
Please note: Closing date for applications: 26th June 2026 - 6pm
In-person interviews to be held: Week commencing 29th June 2026
Registered Charity
21 - 50
Empowering individuals in Sefton with free, confidential advice and support to resolve problems and improve their lives and communities
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!
About Toynbee Hall
Based in the East End of London since 1884, Toynbee Hall is a charity working alongside people facing poverty, injustice, and inequality to build a fairer East London. We provide vital advice and support, working in partnership to tackle unfairness and ensure everyone has an equal chance to thrive.
Team background
The Debt Advice Team at Toynbee Hall provides crucial support to individuals and families struggling with financial burdens. Funded by the Money and Pensions Service (MaPS), this team delivers expert guidance and practical solutions to help clients manage and reduce their debt. The team's advisors are trained to navigate complex financial situations, offering tailored advice that empowers clients to regain control of their finances. Their work is vital in fostering financial resilience within the community, ensuring that individuals have the tools they need to achieve long-term financial stability.
Job purpose
To provide over-indebted Londoners with free, face-to-face advice that is accurate, effective, and tailored to individuals’ circumstances. To maintain detailed case records, and keep up to date with legislation, policies, and procedures; as well as undertaking appropriate training.
Scope of role
The Debt Advisor is responsible for providing comprehensive, face-to-face debt advice to over-indebted Londoners, tailored to their specific circumstances. This role involves conducting detailed interviews to understand clients’ financial problems, researching options, and helping clients make informed decisions. The advisor ensures income maximisation and provides ongoing casework support, acting on behalf of clients where necessary. Maintaining up-to-date case records and staying informed about relevant legislation, policies, and procedures are crucial aspects of the role. The Debt Advisor is also expected to complete continuous professional development and contribute to the team’s overall objectives by meeting targets, prioritising workloads, and demonstrating financial efficiency.
What We’re Looking For:
Please download the full Job Description for more details.
Our Benefits Package
We believe in supporting our employees with a well-rounded benefits package designed to enhance work-life balance, financial security, and overall well-being.
Annual Leave
Pension
Additional Perks & Support
We’re committed to creating a supportive and rewarding work environment, because when our team thrives, we all succeed!
How to Apply
Complete our online application for, attach your CV and a Cover Letter.
Application deadline is 12 June 2026
Registered Charity
51 - 100
Since 1884 Toynbee Hall is a charity working alongside people facing poverty, injustice and inequality to build a fairer East London
The client requests no contact from agencies or media sales.
Purpose of the job
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.
Equality and Diversity:
All staff members are expected to demonstrate a commitment to equality and diversity. We recognise and celebrate the positive value of diversity, promote equality and challenge discrimination.
Responsibilities:
1. Casework – The post-holder will carry a specialist caseload, providing advice and casework covering the full range of debt issues and solutions. This includes but is not limited to, dealing with emergencies, making use of the Breathing Space scheme, making offers of repayment, drafting financial statements, advising on insolvency options and providing budgeting advice. They will ensure that income maximisation is carried out and refer to other in-house advisers or specialist agencies as appropriate.
They will be required to act for the client where necessary and communicate with third parties to progress a case.
Advice will be delivered through a variety of channels including face to face (drop-in and appointments), telephone or digital channels and must conform to the Citizens Advice Quality of Advice standards and funder requirements. The post-holder will work to individual targets that must be met in order to contribute to team targets.
2. Administration - they will be responsible for ensuring that an efficient system of administration for all work is in place and that advice is provided in accordance with quality requirements, with cases recorded accurately and in a timely manner.
3. Professional Development - they will be responsible for sharing knowledge and best practice with colleagues to improve the quality of advice and will be expected to keep up to date with relevant legislation, case law, policies and procedures through regular internal and external training. They may be required to provide training to internal staff or external organisations where appropriate.
4. Research & Campaigning – they will assist with research and campaigns work by providing information about clients' circumstances through the appropriate channel, regularly reviewing their work to highlight common or significant issues.
5. External Links – they will develop positive links with external organisations and may represent CASNS at meetings or events.
6. Outreach – they will be required to work at various venues across the are
Person Specification:
Qualifications
1. They will be accredited to MaPS Caseworker level or be close to achieving this.
Essential
1. The successful applicant will demonstrate that they understand the aims and principles of CASNS.
2. A willingness to adhere to Debt Advice Quality Standards.
Knowledge and Experience
1. Demonstrable knowledge and experience of debt advice and casework.
2. Experience dealing with challenging cases and vulnerable debt advice clients.
3. Experience of or willingness to work in outreach settings with an understanding of information assurance and safety in those settings.
4. Have essential IT and telephone skills and the ability to use an online case management system to store and maintain case records.
5. A proven commitment to Continuous Professional Development (CPD).
6. Have a good, up-to-date understanding of the application of Equality, Diversity and Inclusion to the provision of advice.
7. Demonstrate competence in and experience of supporting other advisers within a team.
8. A good understanding of the skills and techniques used in interviewing clients through a range of channels including telephone, digital and face-to-face.
Skills
1. Good numeracy skills and the ability to check calculations, prepare budgets and financial statements and read benefit statements.
2. The ability to analyse and interpret complex information.
3. Good oral and written communication skills and the ability to communicate well with a wide range of people including members of the public and external agencies.
4. The ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.
5. The ability to organise their workload, monitor and maintain own standards and prioritise work to meet deadlines and targets.
Personal Qualities
1. They will be empathetic, professional and approachable.
2. They will be comfortable working within a team with varying levels of experience.
3. They will positively contribute to the morale of the team.
Citizens Advice Hounslow is a well-established charity serving the London Borough of Hounslow. We work to make a meaningful difference in the lives of people who come to us for support. Our high-quality, agile advice service responds to the issues and needs of our community, always putting people first. Thanks to our dedicated team of staff and volunteers, we support over 16,000 clients each year through our face-to-face, telephone and digital services.
We are looking for an experienced Debt Caseworker to join our team and help meet the growing demand for debt and income‑maximisation advice within our service. In this role, you will guide and empower clients to understand their options, while also taking direct action on behalf of those who are particularly vulnerable. This includes negotiating with creditors to prevent escalation and protect clients from further financial harm.
You will assess each client’s situation in depth, identifying the most appropriate strategies to resolve their debt issues while exploring every opportunity to maximise income. Through practical support and casework, you will take the necessary steps to halt creditor action, prepare accurate financial statements, make repayment offers, and apply strategies to reduce, write off and manage debt effectively. Alongside this, you will provide budgeting guidance to help clients regain control of their finances and build long‑term stability. Your ability to work confidently with third parties—including local authorities, bailiffs, landlords and lenders—will be essential in preventing enforcement action and resolving arrears.
We will offer the right candidate a generous salary with other benefits such as annual season ticket loans, cycle to work scheme, generous annual leave and the opportunity to develop professionally. You will be part of a warm and friendly work culture where opinions are valued.
For more information about the role please download the Job Description and Person Specification from our website via the Apply button.
Please note: We are unable to respond to applicants who have not been shortlisted.
We offer a range of employee benefits, including generous annual leave, pension contribution, and training and opportunities to continue your professional development.
We consider 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.
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!
Since 1899, Birmingham Settlement has been working to create opportunity and choice – connecting and empowering people through action, activities, and shared learning to build and sustain wellbeing for all.
Debt & Welfare Benefits Adviser / Debt & Welfare Benefits Trainee Adviser
Salary: £30,000 pa for experienced adviser.
£25,000 pa for trainee (review after 6-months)
35 hours per week, 25 days A/L + contributory pension scheme
Birmingham Settlement has an opportunity to join our Money Advice Team, either as an experienced Debt & Welfare Benefits Adviser or a Debt & Welfare Benefits Trainee Adviser.
As an experienced Debt & Welfare Benefits Adviser you will already have a background in providing effective, high-quality debt and welfare benefits advice to a wide range of clients in differing circumstance. As a Trainee you will have a basic knowledge and understanding of the issues affecting people experiencing debt and benefit problems along with some experience in an advice service or customer facing setting along with the ability and willingness to undertake training and development.
Based at our Newtown office with outreach work in other areas of the city, you will be adaptable with excellent communication skills, flexibility, and the ability to manage your own workload.
You will be joining a long established and professional Money Advice Team providing specialist advice with a holistic approach that covers all areas of debt and welfare benefit along with training to build and continually improve money management and financial capability.
This is a great opportunity to join a progressive charity making a real difference to people’s lives – see our website.
This is an active recruitment – early applications are encouraged.
For an informal discussion about the roles call Theresa Gniadkowski
For an application pack visit the vacancies page on our website or email us, or write to Human Resources, Birmingham Settlement – Sports & Community Centre, 600 Kingstanding Road, Kingstanding, Birmingham, B44 9SH
Closing date for applications: Friday,12/06/2026, 12.00 noon
Birmingham Settlement is committed to Equality of Opportunity and welcomes applications from all sections of the community. Registered charity number 517303
The client requests no contact from agencies or media sales.
***Please note this role is fully remote but will require mandatory onsite training for the first 2-3 weeks of employment***
About Toynbee Hall
Based in the East End of London since 1884, Toynbee Hall is a charity working alongside people facing poverty, injustice, and inequality to build a fairer East London. We provide vital advice and support, working in partnership to tackle unfairness and ensure everyone has an equal chance to thrive.
Team background
The Debt Advice Team at Toynbee Hall provides crucial support to individuals and families struggling with financial burdens. Funded by the Money and Pensions Service (MaPS), this team delivers expert guidance and practical solutions to help clients manage and reduce their debt. The team's advisors are trained to navigate complex financial situations, offering tailored advice that empowers clients to regain control of their finances. Their work is vital in fostering financial resilience within the community, ensuring that individuals have the tools they need to achieve long-term financial stability.
Job purpose
As a Debt Advisor (Omni-Channel: Telephone & Video), your primary role will be to provide over-indebted clients with tailored debt advice through various channels, including telephone, WhatsApp, and our network of video advice kiosks located in prisons, hospitals, job centres, town halls, and other community settings. You will help clients start their debt advice journey efficiently, ensuring they receive accurate and effective support.
Scope of role
1. To provide over-indebted clients with free, face-to-face advice that is accurate, effective and tailored to individuals’ circumstances
2. To maintain detailed case records
3. Keep up to date with legislation, policies and procedures and undertake appropriate training.
Please download the full Job Description for more details
What We’re Looking For:
Our Benefits Package
We believe in supporting our employees with a well-rounded benefits package designed to enhance work-life balance, financial security, and overall well-being.
Annual Leave
Standard Life Pension Scheme – Employer contribution: 4%, Employee contribution:
Additional Perks & Support
How to Apply
Complete our online application for, attach your CV and a Cover Letter.
Please download the full Job Description for more details
Application deadline is 12 June 2026
Our Benefits Package
We believe in supporting our employees with a well-rounded benefits package designed to enhance work-life balance, financial security, and overall well-being.
Annual Leave
Pension
Additional Perks & Support
How to Apply
Complete our online application for, attach your CV and a Cover Letter.
Application deadline is 12 June 2026
Registered Charity
51 - 100
Since 1884 Toynbee Hall is a charity working alongside people facing poverty, injustice and inequality to build a fairer East London
The client requests no contact from agencies or media sales.
About Toynbee Hall
Based in the East End of London since 1884, Toynbee Hall is a charity working alongside people facing poverty, injustice, and inequality to build a fairer East London. We provide vital advice and support, working in partnership to tackle unfairness and ensure everyone has an equal chance to thrive.
We have recently launched a new strategic plan which reinforces that our purpose is to build a fairer future with an end to poverty, injustice and inequality.
We work towards this by:
• Addressing poverty and injustice through advice and support and influencing systemic change.
• Shifting power to people and communities affected by injustice and inequality.
• Collaborating to end poverty and build fairer systems and institutions. What we want to see in the world starts with our community and our organisation.
This means:
• Working together to build a thriving local community where people have the resources they need, feel their voices are heard and are optimistic about the future.
• Being a good employer, where people are treated fairly, feel engaged and empowered, and work together to achieve our shared vision.
• Acknowledging the role Toynbee Hall has historically played in civic society while recognising that our role now is to shift power, to be an effective partner, and to amplify voices that are less likely to be heard.
What we learn from our work in east London we use to inform and influence wider policy – working to influence change in structures, systems and policies.
Department background
The Debt Advice Team at Toynbee Hall provides crucial support to individuals and families struggling with financial burdens. Funded by the Money and Pensions Service (MaPS), this team delivers expert guidance and practical solutions to help clients manage and reduce their debt.
Scope of Role
The Traineeship will last for 12 months. This role involves gaining practical experience by observing and participating in interviews to understand clients’ financial problems, researching options, and helping clients make informed decisions. The role includes structured classroom-based learning, supervised practice, and mandatory secondments across partner advice agencies in London.
Key Responsibilities
1. Accurate, Effective, and Individually Tailored Advice
Work under supervision to observe and learn how to provide effective debt advice, including interviewing clients, researching options, and empowering clients to make informed decisions.
2. Detailed Case Records
Assist in maintaining detailed case records, ensuring all work meets auditing and quality standards, and meets funder requirements.
3. Training and Development
Complete a structured training programme within the six-month period, covering technical debt advice, client management, and financial regulations. During the initial training period, trainees will be expected to attend intensive classroom-based training and supervised learning activities four to five days per week. Additional training will be based on shadowing, on-site learning, tests, external training courses, etc.
4. Teamwork
Be an active member of the team, identifying opportunities for your development and contributing to collective goals.
5. Travel
Travel across London is required, including attendance at partner organisations, advice sites, and mandatory secondment placements across London boroughs.
Following the initial training period, the role will require a minimum of four days per week working from Toynbee Hall or partner office locations. One additional working day from home may be agreed where there is a suitable home-working environment and this aligns with operational requirements.
6. Other
Undertake additional tasks as delegated by Management.
Person Specification
1. Experience and Skills
2. Personal Attributes
Desirable Criteria
Our Benefits
Annual Leave
Pension
Additional Perks & Support
Registered Charity
51 - 100
Since 1884 Toynbee Hall is a charity working alongside people facing poverty, injustice and inequality to build a fairer East London
The client requests no contact from agencies or media sales.
Position Mentor Advocacy (Finance, Benefit & Debt)
Location Flexible working – principally home based, with travel across the North West in community and custodial settings
Salary £25,664 + excellent benefits
Hours 35 hours per week (flexible working)
Status Fixed term until 28th February 2027
Closing date 11 June 2026
The Wise Group, in partnership with the Ministry of Justice and third-sector organisations, delivers the Money Mindset service for people leaving prison across the North West of England.
This is about more than financial advice. It’s about helping people preparing to leave prison stabilise their lives, reduce crisis and build stronger foundations for the future.
Working across prison and community settings, you’ll support men facing financial hardship, debt and benefit-related challenges that can impact stability, wellbeing and long-term progress. You’ll work closely with probation services, prison teams and local partners to ensure people can access the right support at the right time.
Using our Relational Mentoring approach, you’ll build trusted relationships that go beyond transactional support - helping individuals make meaningful and sustained progress.
We’re looking for people who are confident working with complexity, can build trust quickly, and are motivated by helping people move from crisis towards stability and independence.
What you’ll do
Deliver one-to-one mentoring and advocacy support across custody and community settings
Support individuals to address financial, benefits and debt-related challenges
Build trusted relationships that encourage engagement, confidence and long-term progress
Work closely with prison, probation and third-sector partners to coordinate effective support
Maintain accurate records and contribute to service outcomes and performance reporting
Support individuals during key transition points, including release from custody and community reintegration
What you’ll bring
Experience working in a mentoring, advocacy, support or customer-focused role
Confidence supporting people facing complex or challenging circumstances
Strong communication, organisational and relationship-building skills
A practical, solutions-focused approach and the ability to work independently
Understanding of the barriers experienced by people involved in the criminal justice system is advantageous
Experience within custodial or community justice settings is beneficial, but not essential
Essential requirements
Full driving licence and access to a car for daily use
Willingness to travel extensively across Merseyside/Cheshire and Lancashire/Cumbria
Successful completion of enhanced Level 1 prison vetting
Home broadband to support flexible working
Please note that, due to security clearance processes, there may be a short waiting period at the beginning of employment before full duties can commence.
Travel expenses will be covered by The Wise Group.
View the Role Profile on our website for full details about this opportunity.
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!
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.
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!
Business Debtline is a free, independent debt advice service for the self-employed and small businesses. The Money Advice Trust is a national charity dedicated to helping people overcome financial difficulty and prevent problem debt.
At Money Advice Trust, we believe everyone deserves clear, practical and non-judgemental support, no matter their circumstances.
As a Business Debtline Adviser, you’ll provide tailored, specialist debt advice across a range of channels, supporting clients through often difficult and emotional situations. You’ll explain options clearly, empower clients to make informed decisions, and deliver a high-quality, compliant service.
This is a meaningful and rewarding role where you’ll make a real impact every day.
What You’ll Be Doing
You’ll be responsible for:
Providing specialist debt advice to self-employed individuals and small businesses via phone, email and digital channels
Listening carefully to clients and communicating in a supportive, empathetic and non-judgemental way
Identifying appropriate debt solutions such as Debt Management Plans, DROs and IVAs, ensuring regulatory compliance
Explaining complex financial information clearly to a non-technical audience
Maintaining accurate client records and completing administration to a high standard
Collaborating with colleagues and contributing to team performance and service improvement
Acting as a professional ambassador for the Money Advice Trust in all interactions
What We’re Looking For
We’re looking for people who are passionate about helping others and who can stay calm, organised and professional in a fast-paced environment.
You’ll bring:
Strong communication skills, both written and verbal
The ability to explain complex information in a clear and simple way
A compassionate, client-focused and non-judgemental approach
Good IT skills (e.g. Word, Excel, Outlook, Teams, Zoom)
Strong organisational skills and the ability to manage workload effectively
The ability to work collaboratively as part of a team
Resilience and emotional awareness when supporting clients in challenging situations
Experience in customer service or advice roles is helpful but not essential.If you’re motivated to learn and make a difference, we’d love to hear from you.
Training and Support
We’ll fully support you to build your knowledge and confidence in the role.
Comprehensive initial training (full-time, on site, 9am–5pm for approximately 11 weeks)
Ongoing coaching, quality feedback and development support
Continuous learning to keep up to date with legislation and best practice
We’re looking for people who are curious, committed to learning, and motivated to grow in a rewarding role.
Our typical recruitment process takes up to four weeks and includes:
A short online assessment (around 20 minutes at a time to suit you)
A 45‑minute Microsoft Teams interview
Candidates who are successful at interview will progress to offer. Those who are not successful will be offered interview feedback.
We sometimes use AI tools to support parts of our recruitment process, such as initial application review. These tools help us manage volume, but all hiring decisions are made by a real person in our Recruitment team.
Accessibility and Adjustments
We want every candidate to feel confident and supported. If you need any adjustments or have specific preferences during the recruitment process, just let us know and we’ll do our best to accommodate you.
Important Information
We may close this vacancy early if we receive a high number of applications, so we encourage you to apply as soon as possible.
Your personal data will only be used for recruitment purposes and held for up to 12 months. Please see our Privacy Notice for Job Applicants on our vacancies page for further details.
Our Commitment to Inclusion
We’re committed to building a workplace that reflects the communities we serve and our values - We put people first. We support each other. We solve problems.
These values guide everything we do and help create a welcoming, respectful and inclusive environment where everyone can thrive. We warmly welcome applications from people of all backgrounds.
The client requests no contact from agencies or media sales.
At Walking With The Wounded, we support those who have served with mental health, employment and wraparound care coordination programmes tailored to the unique needs of the individual. Whether mentally, socially or physically wounded, we provide bespoke services dedicated to getting those who have fallen the furthest back on track and moving forward with their lives.
As part of Op COURAGE, the veterans mental health and wellbeing service, we will be employing a new Veteran Liaison Support Officer. This role will work in collaboration with Humber Teaching NHS Foundation Trust to support veterans in the mental health pathway.
The successful candidate will ideally be located in the Humber region with the ability to travel where required.
WWTW’s Care Coordination service involves the assessment of needs for your client, the sourcing of appropriate support and the ongoing navigation of that support. You remain the central point of contact as you support your service user to address their challenges, which may include a lack of secure housing, debt, social isolation, relationship breakdowns, lack of education and training, welfare issues or substance misuse.
We are looking for a Veteran Liaison Support Officer (VLSO) who can work within a muti disciplinary team and fully appreciates the patience, resilience and self-motivation that is required to support a dispersed and diverse caseload of individuals. You must be someone who is able to work independently, particularly in managing your time and caseload, whilst recognising that you are one crucial element of a wider team of support who will need to work collaboratively to get the best outcome for clients. We welcome applicants who have experience or specialise in housing, although it is not essential. Experience of working with veterans would be beneficial although again, not essential.
The Veteran Liaison Support Officer (VLSO) will have a caseload of ex-servicemen and women who may, at times, be facing multiple complex needs. Working with local delivery partners, you will make referrals for support, whilst retaining the overall caseworker responsibilities. Your role will be crucial to the success of the service user’s outcome. If you are an experienced caseworker with an understanding of working with clients who require tailored support, we would like to hear from you.
*Applicants should ideally reside within Hull, East Riding of Yorkshire, Whitby, Scarborough, Ryedale, parts of North and North-East Lincolnshire and possible travel to North Yorkshire, with the ability to travel across the region as required.
Registered Charity
51 - 100
Walking With The Wounded deliver employment, mental health & care coordination programmes to veterans & their families in collaboration with the NHS.
The client requests no contact from agencies or media sales.
At Walking With The Wounded, we support those who have served with mental health, employment and wraparound care coordination programmes tailored to the unique needs of the individual. Whether mentally, socially or physically wounded, we provide bespoke services dedicated to getting those who have fallen the furthest back on track and moving forward with their lives.
As part of Op COURAGE, the veterans mental health and wellbeing service, we will be employing a new Veteran Liaison Support Officer. This role will work in collaboration with Pennine Care NHS Foundation Trust to support veterans in the mental health pathway.
The successful candidate will ideally be located in the Greater Manchester area with the ability to travel where required.
WWTW’s Care Coordination service involves the assessment of needs for your client, the sourcing of appropriate support and the ongoing navigation of that support. You remain the central point of contact as you support your service user to address their challenges, which may include a lack of secure housing, debt, social isolation, relationship breakdowns, lack of education and training, welfare issues or substance misuse.
We are looking for a Veteran Liaison Support Officer (VLSO) who can work within a muti disciplinary team and fully appreciates the patience, resilience and self-motivation that is required to support a dispersed and diverse caseload of individuals. You must be someone who is able to work independently, particularly in managing your time and caseload, whilst recognising that you are one crucial element of a wider team of support who will need to work collaboratively to get the best outcome for clients. We welcome applicants who have experience or specialise in housing, although it is not essential. Experience of working with veterans would be beneficial although again, not essential.
The Veteran Liaison Support Officer (VLSO) will have a caseload of ex-servicemen and women who may, at times, be facing multiple complex needs. Working with local delivery partners, you will make referrals for support, whilst retaining the overall caseworker responsibilities. Your role will be crucial to the success of the service user’s outcome. If you are an experienced caseworker with an understanding of working with clients who require tailored support, we would like to hear from you.
*Applicants should ideally reside within Greater Manchester, Lancashire, Cheshire or Merseyside with the ability to travel across the region as required.
Registered Charity
51 - 100
Walking With The Wounded deliver employment, mental health & care coordination programmes to veterans & their families in collaboration with the NHS.
The client requests no contact from agencies or media sales.
Lead advice services that change lives
Citizens Advice Barking & Dagenham is seeking an experienced and ambitious Service Manager to provide leadership for our advice services at a critical time for local communities.
Demand for welfare benefits, debt and housing advice continues to grow. We are looking for someone who can lead high-quality services, support and develop staff, build partnerships, and help shape the future of advice provision in the borough.
The Service Manager will oversee the performance and development of our advice services, manage Service Leads and Team Leaders, ensure delivery against funding requirements, and work closely with senior leadership to develop new opportunities and partnerships.
We are looking for someone who has:
This is an excellent opportunity for an experienced operational manager seeking a senior leadership role within a respected local charity.
What we offer
Citizens Advice Barking & Dagenham is an equal opportunities employer and welcomes applications from all sections of the community.
Closing Date: 9.00am, 15 June 2026
Interviews: Week commencing 22 June 2026
Wiltshire Citizens Advice is looking for motivated and collaborative people to help shape and develop our advice services during an exciting period of growth and change.
We are recruiting up to 1.5 FTE Service Managers to lead different parts of our service portfolio. Rather than recruiting to fixed roles, we are looking to appoint people with complementary strengths and shape responsibilities around the experience of successful candidates.
We welcome applications from both experienced managers and people looking to take the next step in their career who can demonstrate leadership capability, initiative and a commitment to high quality services.
We are particularly interested in candidates with experience in one or more of the following areas:
Outreach and Partnership Development
You may have experience developing community services, building partnerships or improving access for local communities. This part of the role focuses on outreach delivery, stakeholder engagement and strengthening relationships across Wiltshire.
A technical advice background is not essential for this portfolio.
Casework and Debt Services
You may have experience managing advice or casework services, particularly within debt or specialist advice. This part of the role focuses on service quality, performance, staff support and continuous improvement.
Experience within advice services and/or debt advice would be highly desirable for this portfolio.
About you
We are looking for people who:
Have experience coordinating services, projects, people or operational activity.
Can build positive working relationships with colleagues and external partners.
Are organised, adaptable and able to manage competing priorities.
Have the confidence to support improvement and contribute ideas.
Are committed to delivering accessible, high-quality services.
Share the values and aims of the Citizens Advice service.
Previous management experience is welcome but not essential if you can demonstrate the skills and potential to succeed in the role.
The client requests no contact from agencies or media sales.
