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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.
Money and Employment Caseworker (Mental Health)
Location: Sheffield – Gleadless & Heeley
Hours: 35 hours per week
Salary: £26,457 - £28,500 based on experience
Contract: One Year Fixed Term
Join us and help change lives in your community
At Mental Health UK, we believe everyone should be able to live a fulfilling life, with the right support at the right time. Our Money & Employment teams help people across Sheffield to manage financial challenges, access specialist advice, and move closer to meaningful paid employment — all while navigating the realities of mental health difficulties.
We’re now launching an exciting new pilot within the Sheffield 24/7 mental health partnership, and we’re looking for a passionate and skilled Money and Employment Caseworker to join us.
If you’re committed to improving people’s financial wellbeing, understand the barriers created by mental health, and want to make a real impact locally, we’d love to hear from you.
About the role
This unique role blends specialist money advice with employment support using the IPS (Individual Placement and Support) model. You’ll work one-to-one with people who are experiencing mental health challenges, helping them stabilise their financial situation and take steps towards sustainable paid work.
You’ll be based within the community in Gleadless and Heeley, working closely with mental health professionals, local partners, and employers to provide early, accessible support that prevents crisis and supports recovery.
You will:
About you
We’re looking for someone who is motivated, compassionate, and confident working both independently and as part of a wider team.
You’ll need:
It would be great if you also bring:
Why join Mental Health UK?
You’ll be part of a supportive, forward-thinking organisation that puts people with lived experience at the heart of its work. We offer ongoing training, regular supervision, opportunities for progression, and the chance to contribute to a truly meaningful pilot programme that will shape future service delivery.
Ready to apply?
If you’re passionate about empowering people severely affected by mental illness, and you have the skills to support both financial stability and employment aspirations, we’d love to hear from you.
Apply today and help us create a future where everyone can thrive.
Registered Charity
501 - 1000
We’re Rethink Mental Illness and no matter how bad things are, we can help people severely affected by mental illness to improve their lives.
The client requests no contact from agencies or media sales.
Location: Hybrid working including home working and Citizens Advice Camden service delivery and outreach locations
Start Date: As soon as possible
About Citizens Advice Camden
We are a well-respected local charity with more than 85 years’ experience of delivering free, independent and impartial information, advice and casework services which meet the changing needs of local residents. Our aims are to provide the independent, impartial, confidential and free advice people need for the problems they face and to improve the policies and practices that affect people’s lives.
We target our services at the most vulnerable in our community. Our client profile closely matches local indices of deprivation with most of our clients coming from the most deprived wards in the borough. We identify trends to ensure our services remain agile and able to respond to changing and emerging advice needs.
Role Purpose
The Camden Food Mission is a new service designed to deliver advice in food settings across Camden. This service is a direct response to local food insecurity across the council. It will deliver a floating advice service embedded primarily within food support locations, aiming to reach people who would not otherwise access advice services. The service will focus on stabilising income, managing debt, and reducing reliance on crisis provision.
The project will be delivered through a mix of face-to-face, telephone, and digital channels. Face-to-face appointments will be held in community food locations, with an emphasis on a flexible, visible presence to maximise reach.
We are recruiting a full-time debt adviser to join this project, to work alongside an established and experienced generalist adviser.
Ideally, you will be an experienced money adviser, and able to deliver high quality debt advice and on-going casework to clients. You will be an approved DRO intermediary or be willing to work towards becoming a DRO Intermediary by completing the relevant training. You should also hold the IMA Certificate of Money Advice Practice (CertMAP) or be willing to work towards obtaining this. The CertMAP and DRO Intermediary status are prerequisites to be considered at Senior Level.
Role Profile
To apply, complete our application form and online application process on our website.
Closing deadline for applications is: 9.00am on Monday, 13 July 2026
CVs are not accepted.
Interview date:w/c 13 July 2026
Citizens Advice Camden is an equal opportunities employer. We encourage applications from all sections of the community.
Location: Hove Town hall - blended working also considered
Citizens Advice Brighton & Hove are currently seeking to recruit trainee or qualified Debt Advisers to join our thriving charity.
The purpose of the role is to provide tailored advocacy, advice and support to individuals and families struggling with debts, and provide them with help to overcome and prevent them from falling into similar situations again. This is a local service, working with communities within Brighton & Hove.
The successful candidate must have the required specialist debt advice accreditation, or be willing to work towards this. Trained advisers will ideally have experience of a MaPS debt project and have completed training to caseworker level. This is a full time role, but part time hours could be considered for the right candidate.
We’re here to give advice to everyone, and understand that diversity in our workforce is the best way of understanding the varying needs of the city around us, so we welcome applications from all communities. We ask that all applicants complete an anonymous online survey to help us understand if we’re succeeding in our aims, and appreciate you taking the time to complete this. Please complete the equalities survey online here. Appointment to this role will be subject to successful references and a basic DBS check.
You can find out more about the role in our job pack on our website.
The deadline to apply for this role is 9.00am on Wednesday 22nd July 2026.
Interviews are expected to take place the week commencing 26th July 2026.
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.
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.
Scope of role
The Head of Debt & Money Advice will oversee the delivery, performance, and development of all debt and money advice services delivered by Toynbee Hall, including debt advice, welfare benefits advice, and financial wellbeing services. This includes services delivered across community settings, prisons, hospitals, and mental health pathways.
The postholder will act as Toynbee Hall’s senior technical lead across financial advice, responsible for:
Key Responsibilities
Person Specification
The successful candidate will demonstrate:
Essential Criteria
Professional Experience and Expertise
Stakeholder and Partnership Management
Strategic and Operational Skills
Communication and Leadership
Personal Attributes
Commitment
Desirable Criteria
Our Benefits
Annual Leave
Pension
Additional Perks & Support
Please refer to the attached job description for more details.
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.
Debt Justice is recruiting a Community Organiser to take forward our organising and campaign work in East and South London. This role plays a key part in the campaign to end the UK’s household debt crisis.
The UK is in the grip of a household debt crisis, driven by stagnating incomes, cuts to welfare and a cost of living crisis that forces millions of people into debt to pay for essentials. Over 10 million people are overindebted, with energy bills, council tax arrears and credit card debt approaching record highs. In London this problem is particularly acute, more than half of low-income Londoners are grappling with arrears according to Joseph Rowntree Foundation research. Debt also functions as a key driver of racialised health inequality and injustice. Over-indebtedness affects 28% of Londoners of Black African origin, 24% of Black Caribbean origin, and 22% of Pakistani or Bangladeshi origin.
We believe that campaigns to tackle this injustice should be led by people with direct experience of the problem, that’s why we developed a community organising programme as a core part of our household debt work. Our organisers have supported community based campaign groups made up people with lived experience of debt. From Glasgow to Manchester, these groups campaign for policy changes to bring down over-indebtedness and end the stigma and harmful treatment of people experiencing high levels of debt.
This role will support the development of a new group in South London working with people from global majority communities including black and brown communities – in Lambeth or Southwark, and an existing group in East London based in Tower Hamlets focusing on tackling the rise in council tax debt and bailiff use to collect these debts.
Reporting into our Lead Organiser, this role will play a key part in our household debt campaign; bringing together people from global majority communities that are disproportionately affected to challenge over-indebtedness and bailiff use at a local level and as part of our national and regional campaigns. You will support participants to demand and win policy change to end the use of bailiffs for council tax debt collection.
We recognise that community organising skills are often developed outside of formal roles. If you have experience in organising, campaigns, activism, mutual aid, or informal leadership in your community, we strongly encourage you to apply – even if you have not held a community organiser job title before.
We welcome applications from people from all backgrounds. This role involves working closely with people affected by debt including black and brown communities. We particularly encourage applications from people who are underrepresented in the sector, including black and brown people, women and non-binary people, people who identify as LGBTQIA+ and people who identify as working class or have done in the past.
If you have a question about any aspect of the role, please do get in touch.
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!
This is a joint venture between Citizens Advice Woking (CAW) and i-access, the drug and alcohol community service which offers specialist assessment, support, and treatment to people in Surrey who want help with their drug and/or alcohol use. The role is fixed term to the end of March 2027, but it is hoped that it will continue, subject to funding.
We are looking for a highly motivated person to join our specialist team. It is essential that the applicant has recent experience of advising clients, at Citizens Advice or another comparable organisation.
You will need to demonstrate that you can cope with a demanding caseload and that you are able to monitor and manage your own caseload to meet deadlines. The successful candidate will be required to work with i-access service users, either remotely or in person, the role is to provide information, advice, and casework in all areas of generalist advice, but particularly in the areas of welfare benefits, debt, and housing. Patience and empathy are essential.
The i-access adviser will need to travel to the three i-access locations in Guildford, Redhill, and Chertsey as well as to CAW’s office in Woking. It's likely the role will also entail working remotely from home, which will require a confidential work space and reliable Wi-Fi.
We will require the successful candidate to be screened by the DBS. However, a criminal record will not necessarily be a bar to your being able to take up the job.
The Citizens Advice service values diversity promotes equality and challenges discrimination. We encourage and welcome applications from people of all backgrounds. We particularly welcome applications from disabled and Black, Asian, and Minority Ethnic people, as they are currently under represented in our workforce.
For more information about the role and how to apply, please see the job pack.
The client requests no contact from agencies or media sales.
The role:
As an Income Officer you'll carry out a range of tasks including negotiating payment arrangements with customers, providing welfare benefit and money advice and preparing applications for court.
You'll be on standby to visit customers in their home as well as occasionally attending court hearings.
Your responsibilities will include:
Delivering a comprehensive rent & service charge collection service across the region
Monitoring customer accounts for all tenures
Managing end to end processes
Engaging with external agencies including local authorities when needed
Managing evictions
To be successful in this role you'll need:
Knowledge and experience of either social housing, home ownership or the private rented sector
A working knowledge of welfare benefits
Excellent customer service skills
Experience in income management or debt recovery/collection is advantageous, but not essential
To be a self-starter with a proactive approach and possess the ability to work without close supervision
To have effective decision-making skills, a diplomatic and confidential approach and the ability to prioritise a busy workload.
As you'll need to travel in this role, having a car and full driving licence is essential.
The interviews will be taking place on Tuesday 30th June.
Apply today to be considered!
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.
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.
An exciting opportunity to join our staff team and assist in providing funding that helps transform lives.
The Shipwrecked Fishermen and Mariners’ Royal Benevolent Society – “The Shipwrecked Mariners” for short – was founded in 1839 and operates throughout the British Isles. Our primary purpose is to provide financial help to fishermen, merchant mariners and their dependants, both retired and of working age, who are in need. The Society has over 1,200 regular beneficiaries and receives over 600 applications for assistance each year.
To help us continue to provide a great service to mariners and their families, we have an exciting opportunity for someone to join us in the role of Grants Officer.
Our grants provide practical support for individuals and families that are experiencing severe financial distress and help them stabilise their situation during times of crisis. All our grants are means tested and exclusively focussed on those on low incomes (with little or no savings). A significant number of our grants are provided to those in retirement, however we also support those who are unable to work because of accident, illness, disability, or for compassionate reasons, as well as those who struggling to find employment. Our grants are used to cover a wide range of needs but are primarily aimed at helping people maintain a reasonable and dignified standard of living. We also help those who are struggling with debts as well as providing immediate support to the dependants of seafarers who have died at sea or during accidents ashore.
We are offering this role on a full-time basis, with a minimum of 2 days per week (Tues and Weds) working from our Chichester office, but potential for home working at other times. Some travel will be required for the role, including occasional overnight stays.
To be our ideal candidate, you will be an experienced, self-starting administrator with excellent communication and IT skills and a great eye for detail. But, above all, you will have a clear understanding of and empathy for the challenges and vulnerabilities faced by those we are here to support. If you want to be part of a highly dedicated but relaxed and friendly team, who take great pride in supporting an often-neglected sector of UK Society, then we would love to hear from you.
To apply for this post, please click the ‘apply’ button below where you can send your CV and a supporting letter of no more than two pages of A4 (size 12 font).
Your supporting letter should be focused on:
The closing date for applications is midnight on Sunday 5th July 2026. We will notify those shortlisted for an interview by end of business on Sunday 12th July 2026 and hold face to face interviews on Monday 20th and Tuesday 21st July 2026. The preferred start date for this role is 24th August, but we’re happy to be flexible about this for the right candidate.
Candidates must have permission to work in the UK. Unfortunately, we are unable to sponsor visa applications.
The Shipwrecked Mariners’ Society strongly believes in building a diverse team which understands the issues facing its beneficiaries, including those which most affect the quality of life and aspirations of vulnerable individuals and their families.
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
