About the Role
Advice Giving
• Deliver a multi-channel advice service, including home visits, to clients regarding their energy needs and income maximisation support, ensuring advice provided meets the requirements of Citizens Advice quality standards.
• Ensure all case recording and other record keeping is completed within agreed timescales and conforms to the Office Manual and the Advice Quality Standards
• Use sensitive listening and questioning skills in order to allow clients to explain their problem(s) and to identify the next course of action.
• Use a range of information sources to find relevant information, then interpret and communicate this to clients, enabling them to tackle fuel poverty and financial hardship for the long-term.
• Assist clients with other related problems where they are an integral part of their case and refer internally or to other specialist agencies as appropriate.
• Meet the individual performance targets set as part of this project.
Research & Campaigning
• Take an active role in the research and campaigns process by identifying trends and social policy issues and communicating these to the Project Supervisor and Research & Campaigns Co-ordinator.
• Keep up to date with current research and campaigns priorities, initiatives and plans.
Administration
• Collect and record all relevant information given during interviews on to Casebook to meet the monitoring and evaluation requirements of the project.
• Be self-administering and undertake general administration tasks e.g. taking messages; photocopying, collating, filing; processing post etc.
Professional development
• Pass the City and Guilds NEA Level Energy Awareness exam within 2 months of starting the role.
• Keep up to date with relevant energy advice issues and maintain an up to date working knowledge of all new relevant legislation through:
o Attending training opportunities.
o Reading monthly subscriptions, relevant publications and Citizens Advice Updates.
• Prepare for and attend supervision sessions/team meetings/staff meetings/forums, as appropriate.
• Identify and implement your own learning and development needs.
Other duties and responsibilities
• If required, work from a variety of Citizens Advice Liverpool outlets across the city as required over the course of the week.
• Promote the aims, policies, and membership requirements of the Citizens Advice service.
• Ensure all processes and procedures that relate to the responsibilities of the role are delivered with a high level of awareness of the organisation’s equality and diversity ethos and policies.
• Be a positive ambassador for Citizens Advice Liverpool.
• Abide by health and safety guidelines and share responsibility for own safety and that of colleagues.
Requirements
Desirable
1. One year’s experience of delivering generalist advice within Citizens Advice or another quality assured environment such as AQS.
Essential
2. Experience of using interpersonal skills, including sensitive listening and questioning skills to understand the needs of others, especially in the context of telephony.
3. Ability to give and receive feedback objectively and sensitively.
4. Effective oral and written communication skills, with good IT knowledge to support delivery of service
5. Ability and willingness to work both on own initiative and as part of a team.
6. Willingness to learn and develop skills and be flexible with service delivery.
7. A good understanding of fuel poverty issues and the issues affecting society and their implications for clients and service provision.
8. Ability to assist with research and campaigns works by providing information about clients’ circumstances
9. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equal opportunities policies.
10. Ability to pass City and Guilds NEA Level 3 Energy Awareness exam within the first 2 months of starting the role.
About us
Citizens Advice Liverpool is a charity that provides free, confidential and impartial advice to people who live and work in the city. We depend on a workforce of paid staff and over 120 trained volunteers. We give people the knowledge and the confidence they need to find their way forward – whoever they are, and whatever their problem. We are the leading provider of advice and advocacy services in Liverpool and have helped clients with over 106,000 issues in 2022/2023.
CAL have achieved accreditation with the Workplace Wellbeing Charter, showing we are committed to improving the health and wellbeing of our workforce. We've also gained an award for outstanding contribution by an employer to workplace health and wellbeing 2022 by Merseycare NHS Foundation Trust.
We've gained awards from Citizens Advice National recognising our Advising Margainalised Communities Team for championing equity, diversity and inclusion in both 2021 and 2021. We were also named volunteer team of the year in 2022.
About the opportunity
As Procurement Officer within our Finance & Assurance directorate, you'll be part of an agile, flexible team that's transforming how we deliver financial partnership across the organisation. We're on an ambitious journey to become the Society's single point of financial truth - trusted partners and credible experts who enable the organisation to make faster, better-informed decisions. This is where your procurement expertise meets meaningful impact, where your ability to engage colleagues and drive understanding directly enables us to focus on what matters most: transforming lives affected by dementia.
In this role, you'll provide hands-on procurement support to colleagues across the Society, helping them navigate contracts, suppliers and purchasing decisions. You'll implement our procurement strategies at an operational level, ensuring contracts are delivered with quality and on time. Working collaboratively with Finance, Legal, Risk and Audit colleagues, you'll develop and manage contracts, maintain supplier relationships, and collect the financial data that helps us understand procurement performance. Crucially, you'll engage widely to build understanding of procurement policies, making compliance accessible rather than burdensome, and fostering a culture where best practice becomes the natural way of working.
You may also have the chance to line manage a Procurement Assistant, developing their capabilities while role-modelling the high-challenge, high-support culture that drives our team's success.
About you:
You're an experienced procurement professional who understands that operational excellence comes from making procurement easy for colleagues to get right. You know how to balance rigorous processes with practical support, and you're skilled at engaging people at all levels to improve how procurement works. You're as comfortable analysing spend data as you are explaining contract requirements or building rapport with suppliers.
You'll have:
- Experience driving efficiencies and cost savings through supporting the design and implementation of procurement plans in large organisations.
- A track record of improving understanding of and engagement with procurement across diverse audiences to boost compliance and effectiveness.
- Experience of contract development, management and negotiation, with knowledge of the procurement landscape and relevant legislation.
- Good relationship-building skills with experience working across multiple business areas and with colleagues at different levels, particularly those in financial roles.
- Excellent communication and influencing abilities, able to engage effectively with internal colleagues and external suppliers alike.
- Some experience working with finance systems and processes, or in a financial environment, with an interest in the dementia landscape and its procurement implications.
What you’ll focus on:
- Implementing our procurement strategies operationally, ensuring quality contract delivery while building understanding and compliance across the Society.
- Forming strong relationships with colleagues at all levels to provide expert procurement support that makes purchasing decisions clearer and easier.
- Collecting and translating financial and procurement data into reports that demonstrate impact and spotlight opportunities for better value.
- Managing supplier relationships and developing contracts that protect the Society's interests while collaborating across departments for appropriate oversight.
- Building effective relationships with colleagues to improve value for money and/or drive efficiencies, particularly with colleagues in financial roles.
- Taking personal ownership of monitoring your work's progress and impact, while supporting the team's efforts to track overall procurement performance.
Can you see yourself as the procurement partner who turns policy into practice through effective relationship building and clear guidance? Are you ready to combine operational rigour with authentic engagement to drive both compliance and efficiency? Can you bring technical procurement knowledge and people skills to ensure every pound is spent wisely in our mission to end the devastation of dementia?
Important Dates
The deadline for applications is 23:59 on 17th March 2026.
First-stage interviews will take place on Monday 30th March and Tuesday 31st March.
Second-stage interviews will take place on 14th and 15th April.
About Alzheimer's Society
Dementia is the UK's biggest killer. One in three people born in the UK today will develop dementia in their lifetime.
At Alzheimer's Society, we're the UK's leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.
Together with our supporters, we're working towards a world where dementia no longer devastates lives.
Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.
Our commitment to Equity, Diversity, Inclusion & Belonging
We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society.
Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people.
Our hiring process
During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply. Please also contact Alzheimer's Society Talent Acquisition Team via [email protected] for application support or any adjustments you might need.
To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.
We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.
We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website.
Giving back to you
Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society.
You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.
Contract type: Fixed term to end December 2026
Hours: This is a full-time post [35 hours per week], however, we welcome applicants with proposals for shared working arrangements or other flexibilities. We are also open to applicants with an interest and expertise in one or more of the devolved nations who wish to apply on a part-time basis.
Location: Home based and flexible with some travel across the UK.
Closing date: Wednesday 18th March 2026
Reward package: £51, 000 - £57, 000
Overall Purpose
NHS Charities Together is at a critical stage in its strategy and needs to ensure the NHS charity sector and its operating environment in Scotland, Wales and Northern Ireland is well understood, supported and positioned for sustainable growth. This fixed-term role will build understanding of, and support the development of, the sector across the devolved nations by combining strategic scoping, membership and financial modelling, and future planning with practical implementation. The postholder will strengthen insight, partnerships and capacity, and help scope what an effective investment, support, and resourcing model for NHS Charities Together’s work in the devolved nations might look like, to maximise impact for patients, staff and communities.
Overall Objectives
1. Build a robust evidence base across Scotland, Wales and Northern Ireland by mapping, scoping and modelling the NHS charity sector, including membership and income-generation potential, to inform strategic planning and sector support.
2. Strengthen member capacity and capability by providing advice, guidance, and practical support to NHS charities in the devolved nations, working closely with other NHS Charities Together teams - including membership and other relevant functions - to ensure coordinated, high-quality support and engagement.
3. Enhance the profile and influence of the NHS charity sector across the devolved nations by building strong relationships with stakeholders, supporting strategic plans and communications, and acting as a bridge between regional insight and NHS Charities Together’s wider work and offer.
4. Support organisational strategy and future planning by contributing to the design and delivery of programmes and initiatives, working collaboratively across teams, and scoping what an effective investment, support, and resourcing model for NHS Charities Together’s work in the devolved nations might look like to maximise impact.
Key Responsibilities
The main duties and responsibilities of the role holder are as outlined below:
1) Lead mapping, scoping and modelling of the NHS charity sector across the devolved nations, including membership growth, income-generation potential and future opportunities, to provide a robust evidence base for strategic planning.
2) Analyse trends, risks and opportunities in each devolved nation, using predictive and horizon-scanning work to inform organisational strategy, partnerships and programme delivery.
3) Build and maintain strategic relationships with NHS bodies, Government departments and other relevant agencies and organisations in the devolved nations, strengthening partnerships that support sector development.
4) Support the development and delivery of strategic plans, programmes and communications, including scoping future investment, support and resourcing models for the devolved nations, to enhance the sector’s profile and maximise impact.
5) Work with the membership and other teams to ensure high-quality advice, guidance and support to NHS charities across the devolved nations, helping them build capacity and capability to engage effectively in programmes, partnerships and initiatives.
6) Hold and apply devolved nations-specific health and care policy, strategy and contextual expertise, ensuring programmes, plans and communications are informed by local policy, strategy and sector context.
7) Work collaboratively across NHS Charities Together teams, including programmes and communications, to ensure coordinated support, effective delivery and shared organisational learning.
Deliverables
The following deliverables are indicative of the focus of the role during the fixed-term period and may evolve in response to organisational priorities, learning and the external environment.
- A clear and well-evidenced mapping and analysis of the NHS charity sector in Scotland, Wales and Northern Ireland, including income-generation potential, membership context and future opportunities.
- Insight and recommendations to inform NHS Charities Together’s strategic and operational approach to working in the devolved nations, including partnership opportunities, opportunities, investment, resourcing and development needs.
- Practical support and capacity-building activity delivered with NHS charities across the devolved nations, informed by sector insight and member needs.
- Strengthened relationships and engagement with NHS bodies, government departments and relevant agencies in the devolved nations to support collaboration and sector development.
- Defined approaches to membership relationships in the devolved nations, developed in collaboration with the membership team and informed by regional insight.
- Contributions to strategic plans, programmes and initiatives, including both design and delivery elements, working closely with teams across NHS Charities Together.
- Clear and accessible communication of learning and insight to colleagues and stakeholders, supporting shared understanding and informed decision-making.
Other Duties
- Act as a champion for NHS Charities Together and NHS charities.
- Visibly live NHS Charities Together’s values, including our commitment to diversity and inclusion.
- Carrying out the duties of post in accordance with NHS Charities Together’s policies and procedures on Health and Safety and take responsibility for ensuring personal health and safety.
- Working flexibly, prioritising workload and working effectively as part of a team.
- Adhere to relevant legislation, best practice, policies and processes including, but not limited to charity law, the fundraising regulator, GDPR and professional codes and standards.
- Represent NHS Charities Together as needed.
Benefits: 10% employers pension contribution (NEST) HSF Health cash Plan-covering employee partners and dependants under 18 28 days Annual Leave plus bank holidays and increases with length of service 2 hours weekly wellbeing time out Employee assistance program , offering GP advice lines, virtual doctors, prescription services, emotional wellbeing support, a legal help line and counselling. Funded eye site test (Specsavers) Pay it forward days- 2 days volunteering Mindful Employer Perkbox and Reward Gateway – discount platforms
REF-226 889