Advice jobs

�� Location: UK (Remote with occasional travel)
�� Salary: Rest of UK - £20,012.14 London - £22,013.42
�� Hours: 21 hours per week

Willingness to travel for team meetings, training events and centre visits as required. Travel is funded.

MSI Reproductive Choices UK is looking for a highly organised and compassionate Complaints & Customer Services Facilitator to join our Quality & Governance Team.

This is a rare opportunity to join our Quality & Governance team and develop specialist expertise in complaints management, governance, and client experience within a leading healthcare organisation.

The successful candidate will benefit from dedicated one-to-one training, coaching and support from our experienced Quality & Customer Services Manager, gaining valuable knowledge and practical experience in complaint investigations, medico-legal processes, organisational learning and quality improvement. This role offers an exceptional platform for professional development and would suit someone looking to grow their career in governance, quality, patient experience, customer services or healthcare management.

Why Join Us? ��

We offer a supportive, values-driven environment where your contribution is recognised and rewarded:

�� Financial Benefits

• Competitive salary
• Up to 5% employer pension contribution
• Fast expense reimbursement (within 10 days)

�� Work-Life Balance

• 25 days annual leave + your birthday off
• Family-friendly policies

�� Rewards & Perks

• Long service recognition
• Discounts at 4,000+ retailers via Blue Light Card

�� Health & Wellbeing

• 24/7 GP access
• Employee Assistance Programme

�� Career Development

• Paid training and development
• Accredited apprenticeships
• Clear progression pathways

Key Responsibilities

• Formal Complaints Management: Support the investigation, documentation, and resolution of formal complaints, ensuring timely and compassionate responses.
• Evidence Gathering & Analysis: Review clinical records, staff statements, call transcripts, policies, and other relevant information to support investigations.
• Stakeholder Engagement: Work collaboratively with clinical, operational, and senior leadership teams to support investigations and share learning outcomes.
• Medico-Legal Claims: Assist in gathering documentation, statements, and evidence to support claims management and reporting.
• Police & Legal Requests: Support the management of police requests, legal enquiries, and information disclosures in line with legislation and governance requirements.
• Information Governance: Maintain accurate records and ensure all disclosures comply with data protection and safeguarding principles.
• Quality Improvement: Analyse complaints and claims data to identify trends, risks, and opportunities for service improvement.
• Governance Reporting: Prepare reports and information for governance groups and organisational committees.
• Learning & Improvement: Share findings and lessons learned with management teams to support continuous improvement across services.
• Client-Centred Communication: Ensure communications with complainants are clear, empathetic, and professional at all times.
• Advice & Support: Provide guidance to colleagues on complaint handling, best practice, and quality standards.

Skills & Experience

• Experience managing formal complaints within a healthcare, regulatory, legal, or other high-risk environment.
• Experience supporting or managing medico-legal claims.
• Strong understanding of information governance, data protection, and disclosure processes.
• Ability to conduct thorough investigations and present balanced, evidence-based findings.
• Excellent written and verbal communication skills.
• Experience handling sensitive and confidential information with professionalism and discretion.
• Confident engaging with multidisciplinary teams, senior leaders, and external agencies.
• Strong stakeholder management and influencing skills.
• Excellent organisational skills with the ability to manage competing priorities and deadlines.
• Proficient in Microsoft 365 applications and case management systems.
• Knowledge of quality, governance, regulatory compliance, or safeguarding processes would be advantageous.
• Understanding of NHS governance or patient safety frameworks would be beneficial.

Join MSI UK and help transform client feedback into meaningful improvements that strengthen the quality, safety, and experience of care for every client.

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

• Deliver interactive financial wellbeing workshops (both in-person and online)  
• Cover topics such as budgeting, energy efficiency, financial literacy, and resilience
• Adapt delivery to meet the needs of diverse audiences, including those with complex needs
• Create a safe, inclusive, and engaging learning environment
• Engagement & Partnership Development
• Engage with community groups, schools, colleges, and businesses to promote workshops
• Build and maintain strong relationships with partners and stakeholders
• Proactively generate opportunities and bookings for training session

Supporting Participants

• Encourage participants to develop practical money management skills
• Support individuals to build confidence and make informed financial decisions
• Provide light-touch follow-up support to assess progress and impact

Monitoring & Evaluation

• Collect feedback and evaluate the impact of sessions
• Maintain accurate records of delivery and outcomes
• Contribute to reporting requirements and continuous improvement Content Development
• Keep workshop materials up to date, relevant, and accessible
• Adapt content to reflect changes in policy, cost of living, and client needs

Team & Organisational Contribution

• Work collaboratively as part of the Navigate and Wis£rmoney team
• Contribute to service development and innovation
• Uphold organisational values, policies, and safeguarding practices

Person Specification Essential Criteria Skills & Abilities

• Strong communication and presentation skills
• Ability to engage diverse groups in an interactive and meaningful way
• Ability to work independently and as part of a team
• Confidence in building partnerships and generating opportunities
• Competent IT skills, including use of online delivery platforms

Experience & Knowledge

• Passion for financial wellbeing and supporting individuals facing hardship
• Understanding of the challenges faced by vulnerable individuals and communities

Other Requirements

• Ability and willingness to travel across Devon and Somerset (with a focus on Mid Devon, North Devon and Torridge for face-to-face delivery)

Desirable Criteria

• Experience delivering training, workshops, or group sessions
• A recognised teaching or training qualification (or willingness to work towards one)
• Understanding of mental health, financial wellbeing, employability, money management, or debt advice

Personal Attributes

• Enthusiastic, approachable, and engaging
• Empathetic and non-judgemental
• Adaptable and responsive to different audiences
• Motivated to make a positive impact
• Committed to equality, diversity, and inclusion

Change Lives. Fight Harm. Join Our Team.

Are you ready to tackle one of today's most hidden public health crises?

The South East Gambling Harms Partnership—a strategic collaboration across eight regional Citizens Advice offices (East Berkshire, West Berkshire, Reading, Wokingham and Basingstoke, Rushmore, Tadley and Hart)—has secured dedicated funding through the Office for Health Improvement and Disparities (OHID). We are launching a pioneering initiative across Berkshire and North Hampshire to identify, prevent, and reduce the devastating impacts of gambling harms.

We are recruiting for 8 roles to build this brand-new, regional project team. Roles based in Berkshire will be employed by Citizens Advice Wokingham and roles based in North Hampshire will be employed by Citizens Advice Hart :

Prevention Outreach Worker (5 x FTE)

● Salary: £28,392 – £31,000 pro rata

● The Role: The frontline face of the project. You will smash cultural taboos and run early intervention workshops for four high-risk groups: Youth, Ethnic Minorities, Veterans, and Affected Others. (3 covering Berkshire, 2 covering North Hampshire).

Applications open: Thursday 2nd July  - Close: Thursday 30th July

Core Details

● Hours: 37.5 hours per week

● Contract: Fixed term until 31st March 2028 (Flexible working available)

● Location: Hybrid working with regular regional travel across Berkshire and North Hampshire.

Why Join Us?

You will sit at the intersection of Public Health and Economic Resilience. At Citizens Advice, our people are at the heart of everything we do. We offer an inclusive, learning-focused culture that deeply values a healthy work-life balance. We highly value diversity and actively encourage applications from individuals with lived experience of the issues we address.

Ready to Apply?

Please download the full application pack for your chosen role via the Citizens Advice Wokingham Website or apply directly through the Charity Jobs portal.

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.

As well as a competitive salary CAL also provides access to:

• 27 days annual leave plus bank holidays
• Hybrid Working Scheme
• Interest free travel loans
• Employee Assistance Programme
• Pension Scheme
• Cycle to Work Scheme
• Lifestyles Gym Membership (20% corporate discount)
• Enhanced maternity, paternity and adoption leave pay

Warm Homes Network is a nationally delivered service provided through a partnership of Citizens Advice offices. The project aims to offer accessible telephone-based advice and support, with a particular focus on benefits and housing issues. Clients access the service through a range of referral and access channels, enabling advisers to provide timely, high-quality guidance and support to meet their individual needs.

The role involves providing comprehensive benefits advice, with a strong focus on income maximisation. Responsibilities include carrying out benefit entitlement checks, completing benefit applications, and assisting clients with mandatory reconsiderations and appeals. In addition, the service offers advice across a broad range of issues, requiring advisers to provide guidance, practical assistance, and support at a general advice level while ensuring high standards of client care and service delivery.

The post holder will need to be self-motivated, organised and flexible, in delivery of advice. Successful applicant will need to be digitally aware and be able to record all client contact and outcomes as well as make referrals electronically.

Housing Advice Worker

We're looking for a kind, compassionate and resilient Housing Advice Worker to join our Domestic Abuse Social Care Service in Kent.

£27,976.00 per annum, working 40 hours per week on a 1 year FTC.

Our benefits include:

• Annual leave increasing up to 30 days with length of service
• A generous pension - we will contribute up to 8% and life assurance cover up to 3x Pensionable Salary (T&Cs apply)
• Exclusive discounts and cashback via Reward Gateway® and opportunity to buy a Blue Light Card

All applicants must be legally eligible to work in the UK by the start of employment as Look Ahead are not able to offer sponsorship.

What you'll do:

• Building supportive, trusting relationships with customers who are currently in refuge to make the transition to permanent accommodation smoother.
• Supporting community customers who have accessed the Sanctuary Scheme to remain in their properties and manage the risks associated with that.
• Supporting key customers to set personalised goals in the form of a move on Support Plan
• Ensuring ongoing assessment and management of risks associated with customers within an attitude of 'positive risk taking.'
• Ensuring customers have full access to any move on welfare support by completing move on paperwork prior to customers move on date.
• Liaising and building partnerships with local charities to support customers with move on items
• Accompany customers to property viewings.
• Helping to set up utilities for move on customers
• Adhering to all other Look Ahead's policies and procedures. Engaging in learning and development activity to increase knowledge and skills
• Engage positively in reflective practice sessions with colleagues.
• Undertaking any other duties consistent with the grade and nature of the post as assigned by the Manager

This is not an exhaustive list of all the duties and responsibilities that may be required from time to time and is subject to change in accordance with the needs of Look Ahead

About you:

• Enjoys social interaction and the company of others, joins in local activities to encourage customer involvement

• Exudes a warm friendly presence and open behaviour
• Prefers working as part of a group or team
• Is fundamentally calm and resilient, does not let emotion adversely affect them or obscure their judgement

What you'll bring:

Essential:

NVQ Level 2 or equivalent experience in the social care/charity sector

Desirable:

Full Driving Licence and access to use of vehicle

About us:

Look Ahead is committed to safeguarding and promoting the welfare of children and adults at risk, and expects all employees, workers and volunteers to share this commitment.

If your application for this role is unsuccessful, but we feel that you would be suitable for another role, we may contact you to discuss alternative opportunities. If this occurs you would not need to submit another application for the alternative role.

We reserve the right to close this advert early if we are able to appoint to the vacancy before the advertised closed date.

We are committed to diversity and inclusion at work and are accredited with Silver in the Inclusive Employers Standard 2021. We are a proud member of the Employers Domestic Abuse Covenant and encourage applications from a diverse range of applicants of all backgrounds.

 Role purpose:

To deliver comprehensive, client-focused debt management advice and supervision

Key responsibilities:

• Manage debt casework with professionalism and care
• Attend weekly outreach sessions and fulfil funder obligations
• Supervise volunteer debt case work and complete a monthly debt IFR
• In conjunction with Case Checkers and Advice Session Supervisors, help monitor the quality of advice given to debt clients and identify where further support is needed
• Contribute to reporting for CAEW and our funders, including FCA and Consumer Duty requirements

Other

• Attend regular meetings of paid staff and volunteers as required
• Ensure that Citizens Advice and the office’s policies in relation to confidentiality, equal opportunities and anti-discrimination are observed and actively promoted
• Abide by Health and Safety policies and procedures and share responsibility for your own safety and that of colleagues, clients, and visitors to the office
• Undertake any other duties as are necessary to ensure the effective delivery and development of the service and which are commensurate with the responsibilities of this post

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

• 6% Employer Pension Contribution
• Employee Assistance Scheme
• Ongoing personal training and development
• A company that is committed to its employees, valuing their knowledge, creativity, and flexibility
• The chance to work with amazing people and a nationally recognised charity

About Bank Workers Charity

We’re the charity for past and present bank employees and their families – here when life gets tough.

Every year, we help thousands of people navigate challenges like financial problems, mental health concerns, housing issues and more. We do that through free, confidential support-from expert advice and specialist referrals to financial grants.

We believe everyone deserves support when they need it most and we work hard to make sure that happens. If you care about making a real difference to people’s lives, you’ll be in good company

About the role

We are looking for an experienced and compassionate Interim Visiting Caseworker to join our Services & Grants team for 12 months. This home-based role will support clients across the North West of England, with regular travel to meet clients and work with partners.

You will manage a varied caseload, complete in-depth assessments by phone, video call or face to face, and provide practical advice, advocacy and ongoing support to clients experiencing crisis, distress, financial difficulty, disability, long-term health conditions or other complex challenges.

Key responsibilities

• Assess client needs and agree tailored support plans.
• Provide advice and guidance on welfare benefits, budgeting, housing, employment, care, debt and wellbeing.
• Support benefit checks, mandatory reconsiderations and appeals where appropriate.
• Prepare clear case notes and grant reports and maintain accurate records.
• Work with statutory agencies, partners and referral organisations to secure the right support for clients.
• Follow safeguarding, confidentiality, data protection and lone working procedures at all times.

About you

You will have significant experience supporting people in distress or crisis, including people living with disability, long-term health conditions or complex personal circumstances.

You will be confident managing a caseload, assessing needs, prioritising effectively and building trust while maintaining clear professional boundaries.

• Strong knowledge of welfare benefits and client support services.
• Excellent communication, administration and report-writing skills.
• Ability to work independently from home and travel regularly across the North West.
• Willingness to travel to London at least once a month, and more often where required.
• Experience of grant administration, partnership working, CRM systems or benefit appeals would be advantageous.

What we offer

We’ve put a lot of energy into being a great place to work. We’re proud of our supportive culture and commitment to equality, diversity and inclusion. There are plenty of learning opportunities, and as a wellbeing charity we aim to be a leader in wellbeing support for our people.

Our benefits include

• 28 days holiday, plus statutory bank holidays
• 8% employer contribution to Bank Workers Charity’s pension scheme and up to 3% matched with employee contributions
• A wide range of employer funded wellbeing experiences through Heka
• Flexible benefit provision (including Bupa plan, cycle to work, payroll giving and electric car scheme)
• Group Life Cover (three times annual salary)
• Weekly wellbeing half hour
• Employee Assistance Programme

If you are a skilled caseworker who can quickly build relationships, provide practical and compassionate support, and make a meaningful difference to people facing challenging circumstances, we would welcome your application.

The Senior Programme Manager will be responsible for  managing  FFRP, a London wide programme that supports families on low income to access good quality, free and independent advice, in order to prevent or alleviate financial hardship. The ideal candidate will be an experienced project manager, confident in relationship management and in evaluation and monitoring, with a strong understanding of the free legal advice sector in London. 

Do you have a passion for working in the heart of your local community and are driven by making a difference?  Then Citizens Advice Mid Mercia is the organisation for you.

Our free and independent advice helps people solve problems in a confidential and impartial manner. Whatever the problem, we won’t turn people away.  We make a difference. Our trusted brand and the quality of our research mean we make a real impact on behalf of the people who rely on us.

We are seeking an experienced Bid Writer to join our established funding team. The successful candidate will develop persuasive, compelling and compliant tender responses to support income generation for our charity. The role requires excellent writing skills, creativity, attention to detail, and the ability to collaborate with colleagues across various departments.

We are looking for someone who:

• Has excellent communication skills
• Can manage own time effectively with a keen eye for detail
• 2-4 years of bid writing experience
• Experience of contributing to or supporting high-quality written submissions (e.g. bids, tenders, funding applications)
• Ability to understand complex information and present it clearly and concisely

Responsibilities / Key Tasks:

• Write, edit and improve tender responses and supporting documents
• Develop clear, concise, and persuasive content demonstrating impact and outcomes
• Create supporting materials such as case studies and summaries
• Work with colleagues across funding, operations, finance and partnerships to gather information
• Translate service delivery information into clear, structured written responses
• Support the coordination of tenders, timelines and requirements

What we offer in return:

• 28 days entitlement plus bank holidays pro-rata
• Opportunities for further training and continuous professional development
• Internal progression opportunities
• Supportive environment
• Remote/flexible working opportunities, subject to management approval
• Paid DBS application, where applicable
• 5% pension contributions
• 3 month’s full contractual pay for maternity, upon meeting qualifying criteria

The essentials

• Salary: £35,000 – 40,000 per annum
• Hours: 37.5 hours per week
• Location: Hybrid Working – mainly from home with occasional travel to one of our offices
• Contract: permanent

Please visit our website to find the full Job Description and Person Specifications for this role and a helpful Candidate Guide on our recruitment process

To apply: send your CV and cover letter, explaining why you would be suitable for this role 

Closing Date: 11 August 2026

Thank you for your interest in our vacancy.  The above role is advertised on a rolling recruitment basis.  We reserve the right to withdraw or close this vacancy at any time, without prior notice, before the advertised closing date. Please apply as soon as possible to avoid disappointment.

If you do not hear back from us within 10 working days after the closing date, please assume that your application has been unsuccessful on this occasion.  Please do not be discouraged from applying for other positions within our organisation. 

We are a Disability Confident Employer

Citizens Advice Mid Mercia are an accredited (Level 1) Disability Confident employer, and values diversity and promotes equality. We encourage and welcome applications from suitably skilled candidates from all backgrounds. We follow the social model of disability which believes that it is the barriers created by society which disable people. We will use reasonable adjustments wherever possible to remove those barriers. 

Location: Great Ormond Street Hospital, WC1
Start Date: Immediately (subject to pre-employment checks)

About Citizens Advice Camden

Citizens Advice Camden is a well-respected local charity with more than 85 years’ experience of delivering free, independent and impartial advice and casework services to those most in need.

About the Role

This is an exciting opportunity to work in a well-regarded and innovative project contributing to achieving positive outcomes for some of the most vulnerable families in England and beyond whose sick children are being treated at Great Ormond Street Children’s Hospital (GOSH) We also provide an ‘open door’ service to our GOSH partners such as social workers and family support officers in our areas of expertise.

You will be expected to deliver high quality holistic advice and in-depth casework to families with children who are patients at GOSH across all Citizens Advice issue areas and this will include complex housing issues and with benefits cases up to appeal level.

Whilst we are keen to provide paid to train opportunities where we can, this role is not suitable for a trainee and such applications cannot be considered. Please check the person specification below to ensure you meet the requirements for the role before applying.

Being available onsite is an important aspect of this role and so this role is hybrid working.The exact split between remote/onsite working will be by agreement with the line manager and to meet the needs of the project which could change over time. This role is not suitable for remote working only.

To apply complete our application form and online application process at Adviser.

Closing deadline for applications is: 9.00am on Friday 21 August 2026

If you have recently applied for this role, please do not apply again.

​Early applications are encouraged as we are interviewing on a rolling basis and may close the role before the closing date.

CVs are not accepted. 

Interview date: 27 and 28 August 2026

Interviews will be held on Zoom.

The successful candidates will be required to provide documentary evident of their right to work in the UK, complete a satisfactory DBS check, and complete and comply with GOSH honorary status requirements.

Citizens Advice Camden is an equal opportunities employer.  We encourage applications from all sections of the community.

About us

National Energy Action (NEA) is the national fuel poverty charity. For over 40 years, we’ve worked across England, Wales and Northern Ireland to ensure everyone can afford to live in a warm, healthy home.

Millions of households across the UK face high energy bills, low incomes and poor energy efficiency. We provide practical support, influence policy and work with partners to tackle fuel poverty and improve lives.

Our values guide everything we do – we make things happen, we put people first and we lead the way. We offer a supportive, rewarding workplace where you can build a meaningful career while making a real difference every day.

The role

We are seeking a motivated and skilled Energy Adviser to deliver energy advice and support to households across the UK.

You will provide trusted one-to-one energy advice, help clients navigate complex energy issues, deliver group awareness sessions and support NEA's wider community engagement work.

This is an exciting opportunity to:

• Provide one-to-one energy advice and casework support to low-income and vulnerable households.

• Deliver group energy advice sessions and community presentations.

• Support clients referred through NEA's Energy Advice and Support services.

• Build strong relationships with referral partners and community organisations.

• Maintain accurate client records and contribute to project reporting.

• Support wider NEA programmes and organisational priorities.

Your work will directly improve the health, wellbeing and energy resilience of households most at risk.

What you will need to succeed

You will bring:

• Experience delivering energy advice by telephone, webchat or face-to-face.

• Knowledge of domestic energy efficiency.

• Understanding of the challenges facing vulnerable communities.

• Excellent communication and organisational skills.

• Ability to work independently and manage competing priorities.

This role offers home or hybrid working, subject to appropriate health and safety and GDPR requirements. Applicants must be resident in the UK and have the right to work in the UK. This role is subject to a Standard DBS check.

What we offer

• £29,064 to £34,267 (FTE) per annum (Levels 3–6, Points 12–22), plus £3,300 London weighting where applicable. New appointments will normally start at the beginning of the salary scale.

• 11.5% non-contributory pension.

• 25 days' annual leave, plus 3 additional Christmas closure days.

• All public holidays.

• Flexible and hybrid working arrangements.

• Enhanced family-friendly policies.

• Employee Assistance Programme.

• Employee benefits platform.

Please note that NEA is not a sponsoring organisation. Applicants must already have the right to work in the UK or be able to obtain this independently.

CVs will not be accepted as part of the application process. No recruitment agency or advertising enquiries, please.

NEA is an equal opportunities employer. We welcome applications from everyone with the skills and experience to help us tackle fuel poverty.

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.

Rooted Finance is looking for a motivated and compassionate Trainee Debt Adviser to join our specialist advice and casework team. This is an exciting opportunity for someone looking to develop a career in debt advice while making a meaningful difference to individuals and families experiencing financial difficulties.

As a Trainee Debt Adviser, you will provide high-quality, client-focused debt advice and casework support, helping people understand their financial situation, maximise their income, reduce their outgoings, and develop realistic plans to manage their debts.

Working in a busy and rewarding environment, you will build your skills through hands-on experience, training and support from experienced advisers and managers. You will manage your own caseload, conduct client appointments, maintain accurate records and ensure advice is delivered to the highest professional standards.

Key Responsibilities

You will:

• Provide accurate, effective, and tailored debt advice based on each client’s individual circumstances.
• Conduct regular client appointments and manage an ongoing caseload in line with agreed targets.
• Support clients to complete detailed financial assessments, budgeting plans and income maximisation reviews.
• Negotiate with creditors and support clients to establish realistic and sustainable repayment arrangements.
• Develop clear action plans and follow up on agreed actions to help clients achieve positive outcomes.
• Maintain accurate and timely case records using CRM systems, ensuring compliance with data protection, confidentiality and regulatory requirements.
• Ensure all advice meets Rooted Finance quality standards, including FCA requirements and recognised debt advice frameworks.
• Work collaboratively with colleagues and external organisations to provide appropriate referrals and wider support.
• Identify risks, including safeguarding concerns, and escalate appropriately.
• Contribute to service development, evaluation and improvements that strengthen Rooted Finance’s support for the community.
• Take part in ongoing training and development to build knowledge, skills and confidence as a debt adviser.

Working at Rooted Finance

You will work closely with the Advice Manager and advisory team to deliver high-quality advice services, meet agreed performance and quality standards. You will receive support and guidance to develop your expertise while contributing to a service that helps individuals and communities achieve greater financial resilience.

This role is ideal for someone who is passionate about supporting people, enjoys problem-solving and wants to develop a rewarding career in financial advice and community support.

Experienced Specialist Debt Adviser with a strong background in delivering high-quality, FCA-compliant debt advice and managing complex client casework. Skilled in providing holistic debt solutions, creditor negotiation, financial guidance and tailored support to individuals experiencing financial difficulty.

Proven ability to maintain high standards of advice quality through effective case management, file reviews, compliance monitoring and adherence to Advice Quality Standards (AQS), GDPR, safeguarding and organisational policies. Experienced in supporting junior advisers through coaching, guidance, knowledge sharing and quality improvement activities.

Confident in managing caseloads, meeting contractual KPIs, producing performance reports and contributing to service development initiatives that improve access to financial education and preventative debt support. A committed and client-focused adviser with strong interpersonal skills, attention to detail, and the ability to deliver impactful services while supporting team performance and continuous improvement.