19 Outreach caseworker jobs

About RSG:

The Refugee Support Group was established in 1994 to address the pressing needs of refugees and asylum seekers in Reading. Over the years, RSG has evolved into a key player in the community, dedicated to upholding the rights and well-being of those seeking sanctuary. With a vision of creating a welcoming and inclusive Berkshire, RSG aims to ensure that every sanctuary seeker is embraced and valued within the community. Our mission focuses on providing comprehensive support and advocacy for refugees and asylum seekers, promoting their well-being, integration, and active participation in society. 

About the Role:

• The successful candidate will lead and oversee the organisation’s advice service, ensuring compliance with Immigration Advice Authority (IAA) standards and deliver high-quality casework support across asylum, protection, and immigration matters.
• The postholder will supervise advisers and volunteers, manage complex immigration and asylum cases, maintain regulatory compliance, and contribute to the strategic development of the organisation’s services.
• We are only considering applicants with relevant legal experience. Qualifications needed are either

o IAA Level 3

oIAAS Level 2 Supervising Senior Caseworker

Key Responsibilities:

Advice:

• Provide Immigration Advice Authority (IAA) Level 1 & 2 advice in asylum, protection, and immigration.
• Manage a personal caseload of asylum and immigration cases.
• Ensure clients receive accurate, timely, and trauma-informed advice.
• Adhere to and further develop casework procedures as outlined in the casework manual and the IAA code of standards.
• Advocate on behalf of clients and refer to other agencies as appropriate.
• Maintain comprehensive records on the case management system.
• Work with colleagues across the organisation to ensure a high-quality service.
• Consider and develop sustainable funding options such as a fee-charging service or a legal aid contract.

Service Management:

• Lead the day-to-day delivery of the advice service.
• Ensure compliance with IAA standards, policies, and audit requirements.
• Develop and maintain effective case management systems and file reviews.
• Monitor service quality, outcomes, and performance targets.
• Support organisational reporting and funder requirements.

Supervision & Leadership:

• Supervise and support advisers, caseworkers, interns, and volunteers.
• Provide mentoring, training, and quality assurance for casework staff and volunteers.
• Identify and implement staff development and training needs.
• Promote a collaborative and inclusive team culture.

Partnerships & Advocacy:

• Build positive relationships with external partners, legal aid firms, local authorities, and community organisations.
• Advocate for clients’ rights and access to services with statutory agencies and other organisations.
• Attend and be part of relevant networks, meetings, and forums.

General:

• Promote the aims and abide by RSG policies and procedures.
• Always have due regard in the planning and execution of duties to RSG.
• Carry out any other related tasks as required by the RSG management team and Trustees.
• Abide by health and safety guidelines and share responsibility for your own safety and that of colleagues.
• Undertake such duties as may be identified as generally compatible with the functions of the post.

Essential Criteria:

• Current Immigration Advice Authority (IAA) Level 3 accreditation or IAAS Level 2 Supervising Senior Caseworker accreditation with significant years of experience in asylum and immigration legal casework.
• 4-years’ experience managing an advice team.
• Expert knowledge of UK immigration and asylum law.
• Experience supervising staff, volunteers, and advisers.
• Ability to manage sensitive cases independently without supervision.
• Excellent written and verbal communication skills.
• Excellent organisational and case management skills.
• Commitment to the rights and wellbeing of refugees and asylum seekers.
• Ability to work effectively in a small charity.
• Ability to work from the office.

Desirable Criteria:

• Experience working within the voluntary sector.
• Experience working within the refugee sector.
• Experience of legal aid or funded immigration services.
• Knowledge of safeguarding and trauma-informed practice.
• Ability to speak more than one relevant language.

Values & Behaviours:

The successful candidate will demonstrate:

• Compassion and empathy
• Professional integrity
• Cultural sensitivity
• Accountability
• Collaborative working
• Commitment to social justice and equality

Additional Information:

• Enhanced DBS check will be required.
• The role may involve occasional evening or community outreach work.
• Ongoing training and CPD will be supported.

Benefits:

• Annual leave: 25 days plus bank holidays.  Additional day of leave added per year of employment (max 5days)
• Pension: 6% employer contribution
• Employee Assistance Program (EAP): 24-hour confidential support line and access to counselling.
• Cycle to work scheme
• Annual Welfare Days
• Probation period: 6-months

Interview Type: In-person

Starting Date:  Immediate start possible

Opening date: 24th Aug 2026

Closing date:  28th Sep 2026

Our commitment to equity and safeguarding:

Refugee Support Group is committed to equality, diversity, and inclusion and welcomes applications from people of all backgrounds. We particularly encourage applications from individuals with lived experience relevant to our work.

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 support 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. 

Using a relationship-based, person-centred approach, you will deliver outreach across Devon through home visits, community venues and flexible methods of communication, ensuring vulnerable residents can access the support they need.

We have numerous roles available, two are based in Exeter and surrounding areas and one is based in Torridge and West Devon.

The Baobab Centre is a non-residential therapeutic community supporting unaccompanied minors who have experienced human rights abuses and are seeking asylum, refugee status and settlement in the United Kingdom.

The role of a Therapeutic Community Caseworker at the Baobab Centre is to support unaccompanied asylum seeking and refugee adolescents and young adults to access care, basic rights and entitlements and to support their social development and rehabilitation.This role involves working closely with the clinical key worker of each young person and with our wider multidisciplinary team. As a Caseworker you will aim to empower individuals to build stable, independent lives in the UK, including by supporting them to communicate their views, needs and experiences in decision-making processes, and supporting them to make challenges when necessary. Caseworkers assist young people to make effective choices about what happens in their lives and encourage them to speak up and build agency.

Baobab aims to be a non-residential therapeutic community with a holistic and integrated perspective.As a Caseworker, you will play a key role within our multidisciplinary team. We aim to be a thinking organisation and place a high value on shared thinking time and shared responsibilities. Our team work together with each other and with agencies and key individuals in young people’s lives, both within and outside of Baobab. A key aspect of the role is communicating with members of the clinical and admin staff team within the Baobab Centre and with other workers in the network around each young person including social workers, teachers, foster carers, lawyers, hospital consultants, housing and benefits workers. etc. You will strive to develop relationships across networks and advocate access to rights and entitlements for our community members. 

It is critical that as a Caseworker: 

• you have an insight to the backgrounds and experiences of both the internal and external factors impacting on the lives of unaccompanied young people attending our centre and an understanding of the broader context in our society as it impacts on young asylum seekers (including invisibility, marginalisation, discrimination and the fact of waiting in uncertainty for a long time.

• You have an insight in how trauma and the many human rights violations and persecution that most members of our community have experienced impact on all aspects of a young person’s internal and external world. 

• You have an insight in how current immigration rules and social care system procedures act as barriers to rehabilitation, including by restricting access to education, adequate benefits, housing and healthcare provision.

“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 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.

Citizens Advice Southwark provides outreach advice service in hospitals across South East London as well as from our main offices in Peckham and Walworth. We are seeking to recruit a welfare benefits caseworker to undertake casework assisting clients to access their entitlements to welfare benefits and other sources of financial help.

To be successful you will need:

• At least one year’s full time (or part time equivalent) paid or unpaid recent experience of advice work. This should include advising and undertaking casework on complex cases in social welfare law.
• Demonstrable in-depth knowledge of welfare benefits including those related to disability and sickness.
• An understanding of and commitment to the Aims and Principles of the Citizens Advice service including Equal Opportunities policies.

Closing date: 9.00am Monday 14 September 2026

Interviews: Friday 18 September 2026

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.

Carer's Caseworker Temporary Contract (6 Months+)
£14.58 - £15.58 per hour
37.5 hours per week
Hybrid Working: Home-based with 1 day per week in the office

Make a real difference to unpaid carers Are you passionate about supporting others and helping people navigate challenging circumstances? This is an exciting opportunity to join a thriving independent carers support charity that places unpaid carers at the heart of everything they do.

As a Carer's Caseworker, you will provide practical guidance, emotional support and advocacy to adult carers, ensuring they have access to the information, services and resources they need. Working as part of a dedicated and supportive team, you will empower carers to feel recognised, valued and supported throughout their caring journey.

About the role This varied and rewarding position combines frontline casework, advocacy, community engagement and partnership working. You will support unpaid carers through personalised assessments, tailored support plans and practical advice, while helping to raise awareness of carers' needs across the local community.

What you'll be doing:

Direct Support to Carers

• Deliver carer assessments in line with the Care Act 2014 and develop personalised support plans
• Support carers with applications for Carers Personal Budgets where eligible
• Provide information, advice and guidance on carers' rights, welfare benefits, housing and local services
• Offer emotional support and advocacy to carers facing complex challenges
• Liaise with local authorities, NHS providers and voluntary sector organisations to coordinate effective support
• Manage referrals and ensure appropriate follow-up action is taken

Outreach and Community Engagement

• Proactively identify and engage unpaid carers, including those from underrepresented communities
• Build positive relationships with healthcare professionals, community organisations and local partners
• Raise awareness of unpaid carers and available support services
• Contribute ideas and insight to help shape service development and future initiatives

Administration and Case Management

• Maintain accurate records and case notes using internal systems and databases
• Register new carers and ensure records remain up to date
• Prepare case summaries and contribute to reports for managers, commissioners and funders
• Ensure confidentiality, GDPR compliance and high standards of data management

Team Contribution

• Share specialist knowledge and best practice with colleagues
• Participate in team meetings, supervision and training opportunities
• Contribute to a positive, supportive and solutions-focused culture

What we're looking for

• Experience supporting individuals from diverse backgrounds with varying levels of need
• Experience managing a caseload and maintaining detailed case records
• Experience providing advice, guidance or support in a frontline, community or care setting
• Exposure to health, social care or voluntary sector services
• Experience supporting vulnerable individuals, including within mental health or wellbeing-focused environments
• Strong communication, relationship-building and advocacy skills
• Good IT skills, including Microsoft Office and database systems
• Excellent written communication and report-writing ability
• A proactive and solution-focused approach to supporting others

Knowledge and Understanding

• Familiarity with the Care Act 2014 and its implications for carers
• Understanding of welfare benefits, including PIP, Attendance Allowance and Carer's Allowance
• Awareness of housing issues, safeguarding and equality legislation
• Insight into the challenges faced by unpaid carers and the importance of support networks

About You You are warm, empathetic and approachable, with a genuine passion for supporting people. You thrive on building trusted relationships, are committed to inclusive practice and are motivated by the opportunity to create positive change in the lives of unpaid carers. Whether working independently or collaboratively, you bring professionalism, compassion and a strong commitment to delivering high-quality support.

A basic DBS check will be required as part of the recruitment process.

If you're ready to make a meaningful difference in the lives of unpaid carers and join a charity that truly values the impact of its people, we'd love to hear from you. Submit your CV today.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

Dacorum Citizens Advice are seeking a Debt Adviser/Caseworker to join our friendly team. This post is funded by Dacorum Borough Council (Financial Inclusion).

We are seeking a qualified Debt Adviser/Caseworker( we would consider a Trainee with relevant experience)  to join our established Debt Team to provide comprehensive debt advice and casework support to clients experiencing financial hardship.

The successful candidate will provide high-quality debt advice, welfare benefits support, and income maximisation guidance to clients affected by debt and cost of living challenges. The postholder will be an approved, authorised insolvency intermediary.

The role involves supporting vulnerable and disadvantaged individuals, exploring all available debt solutions, including insolvency options and empowering clients to improve their long-term financial resilience.

A key aim of the role is to help prevent homelessness by supporting clients to manage rent arrears, priority debts, and financial crises at an early stage, while working with relevant agencies and services to achieve sustainable outcomes.

The postholder will manage a varied caseload, maintain accurate records, work collaboratively within the wider advice team, and contribute to delivering an accessible, client-focused service across office and outreach locations.

Immigration Caseworker
Hours: 3 days per week (21 hrs)
Salary range: £16,500-18,456 pro rata (£27,500-£30,670 FTE)
Place of work: Hybrid
Benefits: 
• Flexible and hybrid working arrangements.
• Training and professional development opportunities.
• Study leave to support accreditation progression.
• The opportunity to make a meaningful difference to the lives of refugees, asylum seekers and migrants.
• Supportive working environment within a small and committed charity.

About us

Wanstead and Woodford Migrant Support provides immigration advice and practical support to refugees, asylum seekers and migrants across North East London and Essex. We are a small charity committed to ensuring that people can access high quality advice, support and advocacy regardless of their circumstances.

About the role

We are seeking a qualified Immigration Caseworker to join our growing service. This is an exciting opportunity to work within a small and supportive organisation delivering high-quality immigration advice and casework to migrants, refugees and asylum seekers.

The role is primarily home-based, with attendance required at outreach locations, meetings and occasional events. The successful candidate will manage their own caseload, provide immigration advice within their accreditation level and contribute to the development of the charity's advice service.

Applicants

Applicants must hold IAA Level 1 or Level 2 accreditation (or IAAS equivalent). Candidates holding Level 1 accreditation will be expected to work towards Level 2 accreditation within an agreed timeframe. Appropriate supervision, training and study leave will be provided to support progression. Salary progression will be linked to the achievement of higher accreditation levels in accordance with the charity's pay structure.

How to apply

Please click on the link below.  You will be asked to answer three questions and upload your CV.  The closing deadline is 25 September.

“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 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.

Citizens Advice Southwark provides outreach advice service in hospitals across South East London as well as from our main offices in Peckham and Walworth. We are seeking to recruit a welfare benefits caseworker to undertake casework assisting clients to access their entitlements to welfare benefits and other sources of financial help.

To be successful you will need:

• At least one year’s full time (or part time equivalent) paid or unpaid recent experience of advice work. This should include advising and undertaking casework on complex cases in social welfare law.
• Demonstrable in-depth knowledge of welfare benefits including those related to disability and sickness.
• An understanding of and commitment to the Aims and Principles of the Citizens Advice service including Equal Opportunities policies.

Closing date: 9.00am Monday 14 September 2026

Interviews: Friday 18 September 2026

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.

Complex Needs Caseworker

Reading

£33,797 - £37,563 pa 

Are you a creative person looking for role where you can make a lasting difference to people experiencing homelessness in Reading?

We are looking for 2 Complex Caseworkers to join our Rough Sleeper team in Reading who provide intensive support to people with complex needs experiencing homelessness. This passionate team offer person centred support service to help people who require a specialist intervention approach to support them through the transition from rough sleeping into sustainable accommodation.

We currently have 2 opportunities available:

• Supporting women experiencing homelessness, including those affected by violence against women and girls (VAWG).
• Supporting a mixed cohort of clients experiencing homelessness with complex needs.

In both roles you will work collaboratively with the Rough Sleeper Navigator Coordinator and Outreach team as well as relevant partner agencies in Reading to deliver sustainable outcomes to clients.

• You will advocate for clients who have been some of the most marginalised in the local area, to make a real and long lasting difference to their recovery.
• You will be responsible for overseeing a caseload of clients and providing day to day support to clients with their transition from the streets into accommodation and independent living with a strong focus on tenancy sustainment and rescue.
• This includes working with people on health, housing, employment and training support. You will be given support to build strong relationships with a range of other services to find creative and sustainable routes to recovery for clients.
• You’re typical working hours will be Monday – Friday, with flexibility to work outside of these hours at times to support the team through SWEP.

About you

Above all we are looking for people who share our values; who are passionate about supporting our clients to sustain their recovery. Even if you don’t think you match 100 % of the criteria, we would still like to hear from you as we value transferable skills. Potential can be equally as important as experience, so if you think you have what it takes, please do apply!

• If you have good communication skills, with the ability to network and build effective relationships with a variety of people,
• You should have a good working understanding of supporting vulnerable with complex needs, such as substance use, mental and physical health issues, and the ability to understand the difficulties they experience in accessing services that full meet their needs.
• We will provide you with support, supervision and training so that you can develop the necessary skills to offer a high quality service to clients.

Closing date: 10am on 7 September 2026

Interview and assessments on 15-16 September 2026

St Mungo's are committed to creating a diverse and inclusive workplace. We strongly encourage applications from all under-represented groups.

Location: Bristol Office, with occasional travel to partner offices and client homes across Bristol, B&NES and North Somerset

Salary: Band D: £29,024 per annum, rising to £31,895 on successful completion of the 5-month probationary period, with annual salary reviews thereafter.

Job Type: Fixed Term (12 months). Full time preferred (37.5 hours/week), minimum 30 hours/week considered.

The role:

We’re looking for someone who would like to join our team of Energy Caseworkers within our Warmer Homes Advice & Money (WHAM) project. You will work as part of a team of caseworkers supporting people living in fuel poverty, working closely with our partner organisations across Bristol, B&NES and North Somerset and drawing on their specialist advice to support householders.

You will be trained to give energy efficiency advice to householders, working mainly from our Bristol office and occasionally from our partners’ offices, undertaking outreach activities and home visits across the area. The role includes providing in-depth casework support, communicating with energy suppliers on behalf of clients, and maintaining accurate records of all interactions.

You will join as a Trainee Energy Caseworker for the first 5 months, becoming an Energy Caseworker on successful completion of probation. This is a fixed-term post for 12 months, with full training provided, including City & Guilds Energy Awareness training, and ongoing support from a casework mentor and supervisor.

Specific responsibilities

An applicant appointed to the role will be expected to:

• Provide energy advice to clients by phone and email.
• Provide information to help clients access appropriate support.
• Engage with households who need help with their energy issues and provide in-depth casework support.
• Travel across Bristol, B&NES and North Somerset to give advice to people in their own homes, coordinate partner activity, and deliver events, talks and presentations.
• Communicate effectively with energy suppliers on behalf of clients, including investigating billing and metering issues, negotiating repayment plans and raising complaints.
• Provide administrative support to the delivery of projects and maintain accurate, detailed records of all client interactions.
• Remain vigilant for safeguarding concerns during client interactions and report promptly to the designated Safeguarding Officer.
• Work alongside and support CSE volunteers.
• Work closely with WHAM partners to offer support to clients.
• Adhere to CSE’s data recording protocols and procedures and maintain appropriate client confidentiality at all times.

To see a more detailed list of responsibilities please see the supporting documents attached. These documents are also available to download from our website.

About you:

Essential attributes for this role include:

• Experience of giving advice.
• Awareness of confidentiality requirements when handling sensitive information.
• Ability to respond to vulnerable clients in a respectful and engaging manner.
• Ability to actively listen and correctly identify the support needs of clients.
• Highly organised, with the ability to maintain admin systems independently and accurately.
• Able to work independently and use own initiative, while also working well as part of a team.
• Experienced in the use of MS Office applications (Word, Excel, Outlook), with knowledge and experience of using databases and Teams.
• Understanding of safeguarding principles and the importance of protecting vulnerable individuals.

Please note, the above is an overview of the skills required for this role. To see the full list of essential and desirable skills please see the attached job description.

Benefits:

CSE offer a range of other benefits including:

• You will be entitled to 25 days' paid holiday (plus statutory holidays)
• Subsidised bike purchase and Tech Scheme
• Life Assurance
• Health Cash plan
• Retail discounts
• Discounted breakdown cover and many more.
• We will pay fees and expenses on relevant training courses.
• We are flexible with the working hours of this role and will discuss this openly if you are invited to interview.

How to apply

To apply, please download and complete the application form available from our website and send it to our Jobs email.

Your application should demonstrate your suitability for the role against the criteria outlined in the person specification and job description. 

The closing date for applications is 5pm on Sunday 6 September 2026.

Interviews are expected to take place Tuesday 15 and Wednesday 16 September 2026, though this is subject to change.

If invited to interview, we will ask you to provide evidence of eligibility to work in the UK.

#LI-DNI

Help people across Sefton access the advice they need

Citizens Advice Sefton is looking for an experienced adviser to join our welfare benefits team, providing high-quality advice and support to people across Sefton.

You will advise clients on welfare benefits, Universal Credit, debt and wider social welfare issues, working from our offices and outreach locations including  community venues, job centres and mental health settings. You should have recent benefits advice experience, strong communication and advocacy skills, the ability to manage a busy workload, and a commitment to equality, diversity and the aims of Citizens Advice.

What we offer to our staff

You’ll join a team committed to tackling poverty and social injustice, with 28 days annual leave plus bank holidays, ongoing training, a Cycle to Work scheme and a 7% employer pension contribution.

As users of the Disability Confident scheme, we guarantee to interview all 
disabled applicants who meet the minimum essential criteria for the vacancy. We welcome applicants from diverse backgrounds, including the LGBT+ community and ethnically diverse backgrounds.

Please note: Closing date for applications: Wednesday 9th September 2026

Interviews: w/c 14th September

AFRIL is recruiting for our next Casework Manager, following the advancement of the current post holder into another role within the organisation. We are looking for a hard working and dynamic person who can balance the operational demands of casework and managing frontline services, with excellent HR skills and a keen interest in policy and developing partnerships. This is an exciting and integral role within a supportive and dynamic team at AFRIL, which would be ideal for a highly experienced caseworker or solicitor seeking to gain leadership experience in a community led organisation.

The successful candidate will lead a team of 3 Caseworkers (as well as a team of volunteers) in the delivery of AQS casework in the areas of housing, asylum support, welfare benefits and community care, and the provision of Immigration Advice Authority Level 2 advice. The post holder will also hold key funder and partner relationships, oversee compliance, safeguarding and support the Executive Director with AFRIL's external policy work. 

Since 1899, Birmingham Settlement has been working to create opportunity and choice – connecting and empowering people through action, activities, and shared learning to build and sustain wellbeing for all.

Debt & Welfare Benefit Advisers

Salary: £30,000 pa (review after 6-months)

35 hours per week, 25 days A/L + contributory pension scheme

Birmingham Settlement is looking to build its Money Advice Team and has several vacancies for experienced Debt & Welfare Benefit Advisers.

As an experienced Adviser you will already have a background in providing effective, high-quality debt and welfare benefits advice to a wide range of clients in differing circumstances.

Based at one of our offices in Ladywood, Kingstanding, or Newtown, and with outreach work in other areas of the city we are looking for Advisers with drive, enthusiasm and a proactive approach to support our clients to get the outcomes they need. You will be adaptable, solution focused and possess excellent communication skills along with a flexible approach and ability to manage your own workload.

You will be joining a long established and professional Money Advice Team providing specialist advice with a holistic approach that covers all areas of debt and welfare benefit along with financial literacy training to build and continually improve money management and financial capability.

Our Money Advice Team sits within the overall Settlement which provides a wide range of community support services covering all ages and aspects of need, please see our website.

This is a great opportunity to join a progressive charity making a real difference to people’s lives.

 For an informal discussion about the role call Theresa Gniadkowski

This is an active recruitment; early applications are encouraged

For an application pack visit our website or email us or write to Human Resources, Birmingham Settlement Sports & Community Centre, 600 Kingstanding Road, Kingstanding, Birmingham, B44 9SH

Closing date for applications: Tuesday 6th October 2026

Interviews: To be confirmed

Birmingham Settlement is committed to Equality of Opportunity and welcomes applications from all sections of the community. Registered charity number 517303

Join Navigate CIO and Make a Real Impact!

Are you passionate about making a difference in people's lives?

Do you have strong communication and problem-solving skills?

Whether you're experienced in money advice or looking for a career change, we provide full training and development opportunities to help you succeed in this role. At Navigate CIO, we are a registered charity dedicated to providing free, impartial, and confidential money and debt advice across Devon and Somerset.

Our work supports individuals and families facing financial hardship, helping them build financial resilience and regain control of their lives. This is more than just a job—it's an opportunity to transform lives and strengthen communities.

This role is funded by the British Gas Energy Trust (BGET), allowing us to provide specialist energy and money advice to those who need it most.

Why Join Us?

• Full training provided – no prior experience in debt advice needed.

• A rewarding role – support vulnerable individuals to improve their financial wellbeing.

• Career development opportunities – ongoing training and professional growth.

• Flexible working environment – work across various locations, including home visits and remote support.

• Supportive team culture – be part of a dedicated and passionate team that values collaboration.

About the Role

We are looking for a compassionate Debt & Energy Adviser to provide money, debt, and benefits advice to individuals who are often in crisis and face multiple barriers to accessing the support they need. The role primarily involves face-to-face home visits, supported by telephone, video, email, and digital advice. You will be at the forefront of delivering essential money and debt advice to clients with high level needs, helping them navigate their financial challenges.

Key Responsibilities:

• Assess and review client needs to ensure appropriate support.
• Identify and address barriers preventing clients from accessing money advice.
• Provide comprehensive, caseworker-level advice on money management, debt solutions, and financial capability.
• Develop individual action plans tailored to client needs, ensuring dignity and respect.
• Maintain accurate case records and documentation. 
• Deliver high-quality money advice services in partnership with key stakeholders.

• Offer tailored support, in clients homes, online and via telephone

What We’re Looking For:

We are looking for individuals with the right skills and attributes, even if you don’t have direct experience in money and debt advice. If you are passionate about helping others and eager to learn, we encourage you to apply!

Essential Skills & Attributes:

• Strong people skills – ability to build rapport and communicate effectively.
• Ability to support vulnerable individuals with multiple and complex needs.
• Empathy and a non-judgmental approach.
• Understanding of confidentiality, GDPR, and safeguarding policies.
• Ability to prioritise tasks and manage workloads effectively.
• IT proficiency (Word, Excel, email, case management systems).
• Ability to work independently and as part of a team.
• Willing and able to travel across Somerset for client appointments.
• A full DBS check will be required.

Desirable Skills & Experience:

• Experience in advice, advocacy, or support work (paid or voluntary).
• Knowledge of welfare benefits, housing, and debt advice.
• Experience in sectors such as mental health, addiction, housing, or social prescribing.
• Willingness to train as a DRO (Debt Relief Order) Intermediary.

Ready to Make a Difference? If you’re looking for a career where you can grow professionally while transforming lives, this is the perfect opportunity for you.

Apply today and start your journey towards empowering individuals and communities through financial resilience!