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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.
“Providing free, independent, confidential and impartial advice”
Citizens Advice Southwark has a track record of delivering high-quality services from its offices in Peckham and Walworth and at outreach locations across Southwark and South East London. We sort out problems together, for good, by providing free, independent, confidential and impartial advice across all areas of social welfare law, and through using the experience of our clients to bring about positive change through research and campaigns.
Are you an experienced debt advice specialist ready to step into a leadership role? Do you want to use your technical expertise to support a team making a real difference in South London?
We are seeking a Money Advice Technical Supervisor to lead our dedicated debt and money advice services in Southwark. In this vital role, you will ensure our community receives the highest quality financial guidance while directly shaping the skills of our frontline advising team.
What you will do:
What we are looking for:
Closing date: 9.00 am Monday 24 August 2026
Interviews will take place on: Thursday 27 August 2026
For further information and an application pack please go to our website via the apply button.
We offer a range of employee benefits, including generous annual leave, an employer matched pension contribution up to 10% salary, and training and development opportunities to continue your professional development.
Citizens Advice Southwark is an equal opportunities employer and encourages 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!
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.
Job purpose
To supervise, coach and develop trainee debt advisers, ensuring they achieve the knowledge, skills and competence required to deliver high-quality debt advice in line with MaPS quality standards and organisational policies. The role is responsible for quality assurance, case supervision, progression reviews, placement support and safeguarding advice quality while helping to build a sustainable pipeline of skilled debt advisers across the Debt Free Advice partnership.
1. Supervise and develop Trainee Debt Advisers
Provide day-to-day line management, mentoring, coaching, technical supervision and pastoral support to Trainee Debt Advisers, enabling them to develop the competence, confidence and professional standards required to achieve accreditation and deliver high-quality debt advice. Provide the level of management expected of colleagues across the organisation and in line with internal policies and procedures.
2. Deliver learning, quality assurance and progression
Support trainees throughout the Debt Free Academy learning and accreditation pathway by delivering technical coaching, soft skills development, reviewing casework, conducting live and recorded interview observations across telephone, video and face-to-face advice, providing constructive feedback, assessing competence against agreed quality standards, and identifying learning and development needs to support timely progression.
3. Coordinate placements and partner engagement
Plan, coordinate and oversee trainee placements with Debt Free Advice delivery partners, building effective relationships with host organisations to ensure placements provide safe, high-quality learning experiences that support trainee development and programme objectives.
4. Monitor performance and manage programme delivery
Monitor trainee performance, progression and wellbeing, proactively identifying and managing risks to learning, quality or programme delivery. Contribute to programme reporting, maintain accurate records, and support the successful delivery of the Debt Free Academy against agreed milestones and quality standards.
5. Contribute to training and continuous improvement
Support the design, development, coordination and delivery of induction, policy, technical training, skills development and continuing professional development (CPD) activities across the Debt Free Advice partnership. Promote best practice, share learning, and contribute to the continuous improvement of the Debt Free Academy and wider training programme.
6. Contribute to the wider Training Team
Work collaboratively with colleagues across Toynbee Hall and the Debt Free Advice partnership, undertaking additional duties as required to support the effective delivery of the Debt Free Academy, organisational objectives and funder requirements.
Person Specification
The successful candidate will demonstrate:
Essential Criteria
An understanding of safeguarding and willingness to develop understanding further
Desirable criteria
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
Further information
We reserve the right to close this vacancy early should we receive a sufficient number of suitable applications.
Applicants must have the right to work in the UK.
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.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
We are looking for someone who genuinely wants to make a difference, previous money advice experience is not essential - we will provide the training and supported required. If you are a natural problem solver, an excellent communicator, and someone who enjoys helping people overcome personal challenges - this could be the role for you!
The Outreach Money Advice Caseworker will provide specialist money and debt advice to people experiencing financial hardship, with a particular focus on preventing homelessness, sustaining tenancies and supporting residents to achieve long-term financial stability. Working as part of the Exeter Crisis & Resilience Fund partnership, you will manage a caseload of clients experiencing complex financial circumstances, providing FCA-regulated debt advice, welfare benefits advice, budgeting support, advocacy and practical assistance. Recognising that financial hardship rarely exists in isolation, you will work closely with housing providers, landlords, Exeter City Council and partner organisations to address the wider issues affecting people's financial wellbeing.
Using a relationship-based, person-centred approach, you will deliver outreach across Exeter through home visits, community venues and flexible methods of communication, ensuring vulnerable residents can access the support they need.
Main Duties and Responsibilities
1. Specialist Money Advice and Casework
2. Housing and Homelessness Prevention
3. Outreach, Engagement and Financial Resilience
4. Partnership Working
5. Systems, Recording and Compliance
6. Monitoring, Quality and Outcomes
7. Professional Practice
General Duties
Registered Charity
11 - 20
Our vision is to eliminate social isolation and financial hardship.
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!
Role purpose:
To deliver comprehensive, client-focused debt management advice and supervision
Key responsibilities:
Other
Person specification
Essential:
1. Accredited (MaPS/Wiseradviser) Debt Case Worker/Specialist
2. A thorough knowledge of benefit and debt management advice gained through working/volunteering at Citizen’s Advice
3. Experience of working to prescribed quality standards
4. Ability to communicate effectively both orally and in writing
5. Ability to prioritise own work and the work of others, meet deadlines and manage workload in a pressured environment
6. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively
7. A flexible approach and the ability and willingness to work as part of a team
8. Ability to monitor and maintain recording systems and procedures, using IT as appropriate
9. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equal opportunities policies
Desired:
10. Experience of supervising staff or volunteer workers to achieve required standards
11. Approved DRO Intermediary
Staff Benefits
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
If you have applied for this role recently, please do not apply again.
Closing deadline for applications is: 9.00am on Monday, 24 August 2026
CVs are not accepted.
Applications will be reviewed on a rolling basis and interviews may be conducted before the closing date.
Interview date:tbc
Citizens Advice Camden is an equal opportunities employer. We encourage applications from all sections of the community.
Specialist Debt Adviser
Location: London (Hybrid Working Available)
Salary: £38,000 per annum
Contract: Permanent (subject to funding)
Hours: 35 hours per week
We are delighted to be working with a growing financial inclusion charity to recruit a Specialist Debt Adviser.
This is an exciting opportunity to join a highly respected organisation dedicated to supporting individuals experiencing financial hardship. The charity provides high-quality debt and money advice services, helping people manage debt, maximise income, protect essential services and improve their financial wellbeing.
As a Specialist Debt Adviser, you will manage a complex caseload, providing comprehensive debt advice and casework to clients facing a range of financial challenges. You will negotiate with creditors, support clients to access appropriate debt solutions and work closely with colleagues to ensure the highest standards of advice and service delivery.
You will also play an important role in supporting junior team members, contributing to service development and helping to maintain quality standards across the organisation.
Key Responsibilities
About You
To be successful in this role, you will have:
Benefits
This role would suit an experienced Debt Adviser looking to further develop their expertise within a supportive organisation and take the next step towards a senior or supervisory position.
For more information, please apply today.
Liverpool Innovation Park- Flexible hybrid working minimum 3 days office based
(Available for experienced Energy Debt Specialists only after training on the telephone platform is completed.)
Term: Fixed Term until 31st March 2028
Hours: 35 hours per week
About the Role
Responsibilities:
Provide advice and a limited casework service covering the full range of debt and money management advice, including breathing space, debt relief orders, bankruptcy, and debt management plans.
Maintaining standards of service delivery and ensuring that advice and casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the minimum individual file review score of the Money and Pensions Service Advice Quality Framework.
Complying with systems for monitoring and reporting purposes.
Working collaboratively with colleagues to ensure that the service area meets key performance indicators and targets.
Analyse and interpret complex information, communicating this effectively in writing with particular emphasis on negotiation and representation.
Research and Campaigns
Keeping up to date and participating in current research trends and campaign issues by providing information on a client’s circumstances,
Essential Criteria
An understanding of and commitment to the aims, principles and policies of the Citizens Advice service including a strong commitment to equality and diversity.
An understanding of the problems and issues associated with unmanageable debt, particularly energy debt, and their implications for clients and advice service provision.
Recent experience of providing advice to the Advice Quality Standard and/or the willingness and ability to complete full debt advice training.
A good understanding of the skills and techniques used in interviewing through telephone and digital advice channels.
The ability to understand the needs of others and to empower clients to take action for themselves.
The ability to monitor and maintain own standards, prioritise work and meet deadlines and targets.
The ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.
The ability to work as part of a team and to respond positively to change.
Here are some examples of how we help our clients:
In Person Enquiry.
Mr Jones attended our drop-in service regarding multiple debts which had accumulated when, due to severe and sudden illness, he was forced to finish work. Mr Jones was unable to communicate by telephone due to his illness so needed in person support. He was anxious as his creditors had been contacting him asking him for payments and some were threatening court action.
The Caseworker helped Mr Jones obtain details of all his debts. They arranged a formal Breathing Space to stop further action from his creditors for 60 days. The Caseworker helped Mr Jones complete a budget, checked his benefit income was correct, and helped him claim charitable support to maximise his income. They also looked at practical ways of helping him reduce his bills and expenditure. Unfortunately, Mr Jones still had very limited income to make affordable payment arrangements to his creditors.
The Caseworker then advised him of all the options and solutions available. Mr Jones chose a Debt Relief Order insolvency solution, which the Caseworker completed, to give him a fresh start by effectively clearing his debts.
Telephone Enquiry.
Miss Smith contacted our advice line for help with her energy arrears. She struggled with a language barrier due to a limited level of English and was vulnerable due to a mental health condition. With a combination of several telephone calls, together with interpreting services, the Caseworker was able to successfully help her.
The Caseworker contacted the fuel provider concerned and advised of her vulnerabilities. They requested that Miss Smith’s details were placed on the Priority Services Register. Even though it was Wintertime, Miss Smith had not been topping up her prepayment meter as she could not afford to do so, so arrears via unpaid standing charges, were also accruing. The meter was also in an awkward position, so she found it difficult to access to top up. The Caseworker assisted her in contacting the fuel provider to install a new smart meter which she could access easier. Miss Smith was then able to use an app to top up her meter which she found more convenient.
The Caseworker assisted Miss Smith in completing a budget, benefit claims, charitable support and fuel vouchers. The Caseworker looked at ways of reducing her expenditure and easy energy efficiency measures Miss Smith could undertake herself in her home.
As a result of these actions, Miss Smith then had some disposable income and was able to start to top up her prepayment meter regularly and keep warm. The Caseworker also assisted her with the completion of a successful trust fund application to her fuel provider, to repay the arrears in full.
Requirements
Person Specification:
To be appointed as an Energy Debt Specialist, you will need to have knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options, and insolvency solutions.
You will also need to have the Institute of Money Advisers Certificate in Money Advice Practice or MaPS Caseworker accreditation equivalent. NEA Level 3 City and Guilds Level Energy Awareness would be desirable too.
OR for a trainee - at least 6 months’ experience of delivering excellent customer service in a regulated environment such as banking, insurance, or a contact centre.
2. Experience of achieving performance and quality targets/KPIs.
3. Ability and willingness to undertake training and development to comply with Money and Pensions Service and Citizens Advice quality standards.
4. Effective oral and written communication skills.
5. Numerate to the level required by the tasks.
6. IT literate with the ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials.
7. Ability and willingness to work as part of a team.
How to Apply
For more information and to apply, please click on the redirect button.
About us
Citizens Advice Liverpool is a charity that provides free, confidential and impartial advice to people who live and work in the city. We depend on a workforce of paid staff and over 120 trained volunteers. We give people the knowledge and the confidence they need to find their way forward – whoever they are, and whatever their problem. We are the leading provider of advice and advocacy services in Liverpool and have helped clients with over 106,000 issues in 2022/2023.
CAL have achieved accreditation with the Workplace Wellbeing Charter, showing we are committed to improving the health and wellbeing of our workforce. We've also gained an award for outstanding contribution by an employer to workplace health and wellbeing 2022 by Merseycare NHS Foundation Trust.
We've gained awards from Citizens Advice National recognising our Advising Margainalised Communities Team for championing equity, diversity and inclusion in both 2021 and 2021. We were also named volunteer team of the year in 2022.
Trainee Debt Adviser
Salary: £28,000 per annum
Hours: 35 hours per week
Location: London (Hybrid working available following probation and business needs)
Contract: Permanent (subject to funding)
We're recruiting on behalf of a specialist London-based charity that supports people experiencing financial hardship through debt advice, money guidance and financial education services.
This is an excellent opportunity for someone looking to build a career in debt advice and make a real difference to people's lives. You'll join a supportive team and receive training and ongoing professional development to become a Debt Adviser.
Key responsibilities
About you
We're looking for someone who is organised, empathetic and passionate about helping others. Previous debt advice experience isn't essential.
You'll have:
Experience within the charity, advice or community sector would be advantageous.
Benefits
Please note that occasional evening or weekend work may be required (TOIL provided). This role is subject to an enhanced DBS check.
This is a fantastic opportunity to develop specialist skills while supporting people to improve their financial wellbeing.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
We're looking for an experienced money advice professional who is passionate about making a real difference to people's lives. You will have a minimum of two years' experience delivering money and debt advice, with the ability to support, motivate and develop others. Whether you're an experienced Team Leader or ready to take the next step in your career, you'll be committed to delivering high quality, person-centred services and achieving the best outcomes for clients. This role is about more than managing performance. It's about leading by example, supporting people experiencing financial hardship, poor mental or physical health, trauma, disability, homelessness or digital exclusion, and helping your team deliver flexible, relationship-based support. We're looking for someone who is compassionate, resilient, organised and solution-focused, with excellent communication skills and a collaborative leadership style, committed to continuous improvement and helping people build long-term financial resilience.
This role forms part of the Exeter Crisis & Resilience Fund partnership, delivered by Navigate, Churches Housing Action Team (CHAT) and Encompass Southwest – the collaboration is known as Wis£rmoney. Together, we provide a seamless service that supports residents from immediate financial crisis through to long-term resilience. Our partnership combines specialist money and debt advice, welfare benefits advice, housing support, homelessness prevention, trauma-informed practice and financial education to provide holistic support for people experiencing financial hardship. Rather than asking people to navigate multiple services, we work together to ensure they receive the right support at the right time, through a coordinated 'No Wrong Door' approach.
The Crisis & Resilience Fund Team Leader will lead the delivery of the Exeter Crisis & Resilience Service, providing operational leadership to a multidisciplinary team delivering high-quality, person-centred support to residents experiencing financial hardship, crisis and multiple disadvantage. The postholder will line manage Navigate's Client Liaison Officers and the Money Advice Caseworkers employed by partners Churches Housing Action Team (CHAT) and Encompass Southwest to ensure a seamless, coordinated service that supports individuals from immediate financial crisis through to long term resilience. As Navigate's operational lead for the contract, the Team Leader will foster strong partnership working, maintain effective communication across organisations and ensure clients experience a consistent 'No Wrong Door' approach. Alongside leadership responsibilities, the postholder will manage a small caseload of complex clients, delivering FCA-regulated debt advice, welfare benefits advice, advocacy and holistic financial resilience support. They will provide guidance and oversight for complex casework, ensuring clients receive timely, flexible interventions tailored to their individual circumstances.
The Team Leader will champion Wis£rmoney’s relationship-based, trauma-informed approach, recognising that financial hardship rarely exists in isolation. By supporting staff to build trusted relationships with clients, remove barriers to engagement and address the wider issues affecting financial wellbeing, the role will help residents achieve sustainable financial stability, independence and resilience. The postholder will also be responsible for ensuring the service meets all contractual, regulatory and quality requirements, monitoring performance, driving continuous improvement and embedding innovative ways of working that enhance client outcomes while maintaining the personalised support that is central to the service model.
Key Responsibilities
Leadership and Service Management
Specialist Casework
Quality Assurance and Compliance
Partnership Working
Service Delivery and Performance
Outreach, Innovation and Continuous Improvement
Safeguarding and Risk Management
Registered Charity
11 - 20
Our vision is to eliminate social isolation and financial hardship.
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.
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.
Key Responsibilities
Management of local sites to ensure all services are available.
Line management of a team to ensure objectives are set and met.
Ensure compliance and the quality of advice required are achieved.
Contribute to the team
Other
Person Specification
The successful candidate will demonstrate:
Essential Criteria
Experience and Skills
Communication and Interpersonal Skills
Personal Attributes
Commitment
Please note the right to work in the UK is a requirement of this role.
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.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Help to change the lives of people in Devon and Somerset through financial literacy, wellbeing and employability courses. No experience necessary, we are looking for excellent communicators who can inspire others and deliver group sessions.
Job Purpose:
To deliver engaging and accessible financial education to individuals and groups across Devon and Somerset,w supporting people to build confidence, improve money management skills, and increase financial resilience. The role involves developing and delivering workshops, building partnerships to expand reach and supporting individuals to apply learning in their everyday lives.
Key Responsibilities Delivery of Education & Training
Supporting Participants
Monitoring & Evaluation
Team & Organisational Contribution
Person Specification Essential Criteria Skills & Abilities
Experience & Knowledge
Other Requirements
Desirable Criteria
Personal Attributes
Registered Charity
11 - 20
Our vision is to eliminate social isolation and financial hardship.
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
If you’re ready to bring your finance skills to a friendly, values-driven organisation, we’d be delighted to hear from you.
Looking for a finance role where your accuracy and attention to detail make a real difference? Milestones Trust is recruiting an Assistant Income Accountant to support accurate, timely income processing across our Non-Residential Services.
You’ll work with the Head of Transactional Accounting to keep sales ledger, reconciliation and credit control activities running smoothly, helping ensure income is recorded accurately and payments are received promptly.
About the Role
This is a great opportunity for someone with finance administration or accounting experience who enjoys resolving queries, improving processes and building positive working relationships.
As an Assistant Income Accountant you’ll be responsible for:
About You
You’ll bring accuracy, curiosity and a proactive approach to your work. You’ll be confident using systems and spreadsheets, comfortable asking questions and following up queries, and keen to contribute to a supportive finance team.
Essential
Desirable
At Milestones Trust we recognise that without the hard work, commitment and passion of our staff, we wouldn’t be the charity that we are today. In return, we are committed to rewarding you with a competitive pay and benefits package including:
We pride ourselves with being able to offer staff opportunities to develop and progress their careers within the Trust.
Registered Charity
More than 1000
Milestones Trust supports adults with learning disabilities and mental health needs to live their best lives.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
We're looking for people who genuinely want to make a difference. You don't need to have worked in money advice before. If you're an excellent communicator, a natural problem solver and enjoy working with people, we'll provide the training and support you need to succeed. This role is about much more than providing advice. It's about building trusted relationships with people who may be experiencing financial hardship, poor mental or physical health, trauma, disability, homelessness, digital exclusion or other barriers that make accessing traditional services difficult. If you're compassionate, resilient, organised and committed to helping people rebuild their confidence and financial stability, we'd love to hear from you.
Job Purpose:
The Client Liaison Officers are the first point of contact for individuals referred into the Crisis & Resilience Service and play a vital role in ensuring people receive timely, compassionate and person-centred support. Acting as the gateway into the service, you will build trusted relationships from the very first contact, undertaking holistic assessments to understand not only an individual's financial situation but the wider circumstances affecting their wellbeing and resilience.
You will respond quickly to people experiencing financial hardship or crisis, helping to stabilise their immediate situation through income maximisation, welfare benefits advice, crisis planning and practical support. Working closely with partner organisations, you will ensure every client is connected to the right support at the right time through a coordinated 'no wrong door' approach. You will maintain regular contact with clients throughout their journey, preventing disengagement and ensuring individuals feel supported whilst awaiting ongoing casework. Through empathy, knowledge and flexibility you will remove barriers to engagement, helping clients prepare for specialist advice and supporting them to build the confidence and skills needed for long-term financial resilience.
The role combines triage, welfare benefits advice, crisis intervention, client engagement and case coordination to provide an accessible, responsive and trauma-informed service for some of the most vulnerable people in the community.
Main Duties and Responsibilities
Client Engagement and Triage
· Act as the first point of contact for all referrals into the Crisis & Resilience Service.
· Contact new referrals promptly, normally within one working day wherever possible.
· Build positive, trusting relationships from the first interaction.
· Complete holistic needs assessments to understand each client's circumstances, priorities and support needs.
· Identify risks relating to homelessness, utility disconnection, enforcement action, safeguarding and financial crisis.
· Assess barriers to engagement including poor mental health, disability, trauma, digital exclusion, literacy, caring responsibilities and rural isolation.
· Undertake and maintain appropriate risk assessments, including those relating to lone working, to support and safeguard the health, safety and wellbeing of clients and staff.
· Agree preferred communication methods with each client and tailor support accordingly.
Crisis Intervention
Provide immediate practical support to help stabilise clients experiencing financial hardship by:
· Maximising household income through welfare benefits advice and applications.
· Supporting Crisis Fund applications where appropriate.
· Completing benefit entitlement calculations.
· Assisting clients to gather supporting evidence.
· Developing emergency budgets.
· Identifying priority debts.
· Negotiating with priority creditors where appropriate.
· Supporting Breathing Space applications.
· Protecting essential services including fuel and housing.
· Arranging emergency support including food, fuel and other crisis assistance where available.
Aim to stabilise urgent situations within three working days wherever possible.
Welfare Benefits Advice
· Provide high-quality welfare benefits information and advice.
· Complete benefit entitlement checks.
· Support new claims and changes of circumstances.
· Assist clients with mandatory reconsiderations and appeals where appropriate.
· Identify opportunities to maximise household income.
· Keep knowledge of welfare benefits legislation up to date.
Client Journey and Case Coordination
· Allocate clients to the most appropriate adviser based on complexity and need.
· Maintain oversight of client journeys.
· Ensure no client disengages or is lost within the system.
· Maintain regular contact with clients awaiting specialist advice.
· Support clients to engage with "Get Advice Ready" sessions to help clients prepare documentation and understand the advice process.
· Make warm referrals to partner organisations with client consent.
· Support seamless transitions between crisis intervention and longer-term casework.
Outreach and Accessibility
· Deliver support flexibly through telephone, video, secure digital communication, outreach venues and home visits where appropriate.
· Remove barriers preventing individuals from accessing advice.
· Adapt communication styles to meet individual needs.
· Promote financial education opportunities and encourage participation where appropriate.
Partnership Working
· Develop positive working relationships with partner organisations.
· Liaise with statutory agencies including housing, adult social care, DWP and health services.
· Attend multi-agency meetings where appropriate.
· Promote the "No Wrong Door" approach to service delivery.
Systems, Recording and Compliance
· Maintain accurate and timely case records using AdvicePro.
· Complete all monitoring requirements.
· Record outcomes, interventions and client progress.
· Maintain GDPR compliance.
· Use digital systems including client portals, Open Banking and automated workflows where appropriate.
· Ensure safeguarding concerns are recorded and escalated immediately.
Continuous Improvement
· Participate in supervision and reflective practice.
· Contribute ideas for improving systems and processes.
· Support service evaluation through client feedback and case studies.
· Keep professional knowledge up to date through continuous professional development.
Registered Charity
11 - 20
Our vision is to eliminate social isolation and financial hardship.
The client requests no contact from agencies or media sales.
We are recruiting a Service Delivery Manager – Projects to join our growing advice team and make a difference. Every week we help hundreds of people providing advice and specialist casework on housing, debt, benefits and more.
About the role
Our Service Delivery Managers are responsible for a portfolio of advice and casework projects through a range of funded programmes. This role focuses on local projects delivering financial inclusion support like debt and benefits. You will give line management and ensure ensuring teams are delivering funding and quality targets. You will work closely with the funders and manage stakeholder relationships. There will be the opportunity to develop those relationships and support with bid writing as well as over see social policy work and support wider teams through your leadership skills.
Advisors work from different locations including outreaches, so you will get the chance to travel and see some of the amazing areas across West Sussex from the coast to rural, Towns and Villages too. Working in local charities can be busy, no one day is the same as the next. However it is very rewarding and can make a big impact as well as being an excellent opportunity to build on your leadership and management skills.
About us
Every year we help thousands of people move forward with the problems they face. Working to reduce health inequalities and support communities our communities to thrive by empowering people through high quality information, advice and advocacy. As a local charity, we work in partnerships and with volunteers who are at the heart of what we do, reaching communities across the County. We work across 6 sites and provide projects in outreach locations and have doubled in size in the last two years due to growing demand for our services.
Staff access high quality training resources available online as well as external courses, including local leadership programmes. We are committed to equity, diversity and inclusion in all aspects of our Values, People and Work and believe in making a difference. Striving to making our communities a better place, using our teams expertise and the evidence gathered through casework, research and campaigns work to change the system.
How to be a success
To be a success in this role you will ideally have had some previous experience of delivering advice and casework as well as some management experience of projects and/or people. However we will be able to provide training to fill gaps and support you to be a success in your role. Having excellent team values, able to manage competing priorities and show leadership skills in a busy environment are essential. Able to see the big picture and whilst having attention to detail and able to follow processes is important. You will be creating plans for new projects or improve existing ones and work to targets so analytical and IT skills will help.
We are committed to equity, diversity and inclusion in all our values, people and work. We recognise that skills and values are important and will provide training where needed to candidates who can demonstrate the attributes needed.
How to apply
You will need to fill in an application form, addressing the person specification. We reserve the right to close the advert early so don’t wait, apply now so you become part of our growing team.
Registered Charity
51 - 100
Reporting to the Director of Finance and Commercial, you will take day-to-day responsibility for the Hospice’s finance function, ensuring robust financial management, effective financial controls and high-quality reporting across the organisation and its retail subsidiary.
You will provide accurate and insightful financial information to support decision-making at all levels, working closely with Trustees, Executive Team members, senior leaders and budget holders. You will also lead a skilled Finance team, drive continuous improvement and play a key role in delivering our financial strategies.
A major focus of the role will be supporting the implementation of a new Finance and Accounting system, helping to modernise processes and maximise organisational efficiency.
Key responsibilities
In return St Luke’s Hospice offer the following benefits:
Applicants are encouraged to inform us if any reasonable adjustments are needed to be made during any part of the recruitment process.
St Luke’s Hospice are equal opportunity employers and particularly welcome applications from groups who are currently under-represented in our staff.
Please note: We will not be able to employ you if you are not eligible to work in the UK. We will not be able to obtain a work permit on your behalf.
The client requests no contact from agencies or media sales.
