6 Volunteer financial advisor volunteer jobs in Bristol

At 2makeit our vision is to be part of a criminal justice sector in which creativity plays a vital role in reducing the risk of reoffending.

Our mission is to help rehabilitate those with lived experience of the criminal justice sector via mentoring coupled with creative expression through programmes in music, art and writing.

We currently work in 5 prisons - support begins with activities to establish trust and confidence. We aim to develop a trusting relationship with participants to raise their self-esteem and confidence to prepare for release and continued through-the-gate support. In the community we deliver programmes in 5 locations in partnership with the NHS, HM Prison and Probation Service and other charities to improve the life chances for some of the most excluded and vulnerable individuals in society.

As CEO you’ll lead an organisation with a plan for growth: developing new projects in prisons and in the community alongside opportunities to showcase the work of the charity and its beneficiaries.

Position: CEO

Responsible to: Board of Trustees through the Chair of the Board

Location: Remote; SE England

Salary: £45,000–£50,000 per annum

Annual leave: 28 days (not including bank holidays)

Job Purpose

Working closely with the Chair of the Board of Trustees, the Chief Executive will:

• Provide leadership and direction to the organisation in the development and achievement of its vision, mission and values
• Take overall responsibility for implementing the agreed strategies and achieving the business plans of the organisation, by effectively managing and developing the resources available to the organisation
• Represent the organisation externally by building and maintaining strategic relationships with senior prison and probation managers, partners, networks, and other charities.

The post holder will be the lead senior executive with overall responsibility for the operation of the organisation.

How to apply: Click the CharityJob Apply button below. You’ll be asked to submit a CV and answer a few short screening questions about your relevant skills and motivation. In your letter of application please show how your experience and skills match the requirements of the role in the full job description and the essential criteria listed in the person specification.

Interviews will take place on Thursday 29th October in Central London.

Closing date: 16th October 2026

Please note - this role is homebased in Scotland, with some travel througout Scotland and to London required.

Independent Age is the national charity working towards ending financial hardship in later life.  

Our Helpline and expert advisers offer free information and advice to older people without enough money to live on, while our external training equips professionals with the information they need to support older people on low incomes. Through our grants programme, we fund and support hundreds of local charities working with older people across the UK.  We use the knowledge and insight gained from our support services and partnerships to highlight the issues experienced by older people in poverty and campaign for change.  

We believe no one should face financial hardship in later life. We would love to find individuals from all walks of life and diverse backgrounds to join us on this journey.

Responsibilities and Person Specification:

This new role is an integral part of the day-to-day delivery of our Advice and Support Service. The service is targeted at older people in or facing financial hardship, and provides information, advice and follow up support relating to a range of issues, including Welfare Benefits, Social Care and Housing. 

As an Adviser (Scotland) you will be responsible for providing specialist support to older people, their families and carers through our advice service with their enquiries relating to housing and welfare benefits in Scotland as well as providing generalist level support on a range of issues through our duty service.

You should have in depth, specialist level knowledge of Housing or Welfare Benefits in Scotland as they relate to older people. Experience of working within a high-volume advice setting and advice supervision framework such as the AQS framework.

We plan to further develop our advice offer in Scotland to cover advice around charging for Social Care, so whilst not essential, knowledge of this area, or a desire to develop will be beneficial.

For full details on the role and requirements, please review the job description and person specification.  If your experience doesn’t align perfectly with all the criteria in the person specification but you do meet most of them and are excited about the role, we encourage you to apply anyway. 

This is a full-time role, 35 hours per week, which you can choose to work over five days or a 9-day fortnight. We also are open to this role being worked on a part-time basis on a minimum of 21 hours per week.

What it’s like to work at Independent Age:

We celebrate diversity at Independent Age and champion the differences that make each of us unique. We actively support and encourage people from a variety of backgrounds, experiences and skill sets to join us and help shape what we do. We aim to attract and retain a wide range of talent and create an environment where everyone can feel safe, protected, welcome and included.

We offer great benefits including 28 days annual leave plus public holidays, a generous pension scheme with life assurance, and fantastic learning and development opportunities. We also offer a number of enhanced leave provisions and benefits.

We know that a good work life balance helps us perform at our best and supports wellbeing. Flexible working hours and hybrid working is standard for all. But if you need a different form of flexibility, we are always happy to talk flexible working. 

With an employee engagement score of 98%, colleagues say Independent Age is a great place to work. You can find out more about what it’s like to work at Independent Age by visiting the Careers page on our website.

Application Process:

To apply, please visit our website to submit a CV and a Supporting Statement, detailing how your skills and experience meet the criteria within the Job Description and Person Specification. 

We are committed to ensuring our recruitment process is inclusive and accessible to all. If you require any specific arrangements or adjustments to enable you to fully participate in the recruitment process, such as having the job description in a larger text format or to apply in an alternative format, please get in touch with us via the email address on the ‘Contact Us’ page on our jobs site. 

To support our commitment to equity, diversity and inclusion our hiring managers use anonymous shortlisting. Please don’t include your name, photo, or any information that could indicate your gender or age in your CV and supporting statement, and don’t include your name in the title of any documents that you upload. However, please do include all dates of employment.  

Independent Age is committed to safeguarding and follows Safer Recruitment practices to ensure we are safeguarding those we work with. We therefore ask that you supply your full work history with explanations for any gaps in the application documents you submit and, if offered the post, we will require a minimum of two employment references including your current or most recent employer. A Level 1 (Basic) Disclosure check will be carried out for the successful candidate.

Closing Date: Sunday 4th October 2026 11:59pm

Interview Dates: 

First round of interviews will take place online on Tuesday 13th & Wednesday 14th October

Second round of interviews will be held in person, in Glasgow, on Wednesday 21st October

We are looking for three Benefits & Income Maximisation Advisers to join our newly created Income Maximisation team. These vacancies are an opportunity to make a meaningful difference by supporting RBL beneficiaries facing financial hardship, helping them access the benefits, grants and financial assistance they are entitled to.

This role will see you provide high quality telephone and digital advice and guidance, empowering our beneficiaries to maximise their income, planning and manage budgets, and make informed decisions about their future.

Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.

As a Benefits & Income Maximisation Adviser, you will manage a varied caseload, providing expert advice across the full range of welfare benefits and financial support available. You will work closely with beneficiaries to identify opportunities to increase income, reduce financial pressures and access additional sources of assistance. You will stay informed about changes to welfare legislation, benefit systems and financial support schemes, ensuring your advice remains accurate, relevant and impactful.

Reporting to our new Income Maximisation Manager, key responsibilities will include:

- Provide comprehensive welfare benefits advice and support to beneficiaries experiencing financial difficulties
- Complete benefit entitlement checks and calculations, identifying opportunities to maximise income
- Advise on available grants, discretionary support and financial assistance from government bodies, local authorities, energy providers and charitable organisations
- Support beneficiaries with benefit applications, form completion and signposting to appropriate services
- Produce detailed written advice and maintain accurate case records using case management systems
- Carry out budgeting and income maximisation assessments
- Build and maintain effective relationships with internal RBL support services, partner agencies, charities and statutory organisations

You will have proven experience of providing welfare benefits advice and have an in depth knowledge of the UK benefits system, including experience in conducting benefits checks, calculations and budgeting assessments. You will have excellent communication skills, a client focused approach and the ability to build trust with people facing challenging circumstances.

These are truly rewarding opportunities where you can use your expertise to help people navigate financial challenges and improve their quality of life. You will join a supportive and collaborative UK wide, Benefits, Debt and Money Advice Service that is committed to delivering exceptional advice and making a genuine difference every day.

You will be contracted to your home address, and you will perform most of your work remotely there, with occasional travel (incl. for team meetings and training).

Employee benefits include –

- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Enhanced paid maternity, paternity and adoption leave
- Generous pension scheme with employer contributions ranging from 6% to 14%, depending on length of service
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!

For more detailed information about the role, please see the Job Description attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.

As part of our commitment to inclusion, we offer interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.

Interview Dates: virtual interviews week commencing 12th October

We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the roles. Interested candidates are encouraged to apply as soon as possible.

This is a unique opportunity to lead fundraising for a charity at the cusp of substantial growth, with an exceptional track record of recent fundraising success, an engaged base of supporters and significant untapped potential across multiple channels.

Overview
As Director of Fundraising and Development for Plum Village UK, you will provide strategic leadership of the charity’s fundraising at this critical juncture. Building on the successful campaigns that brought our new Being Peace Practice Centre into being, you will lead the development of a sustainable, diversified fundraising operation across donor stewardship, trusts and foundations, regular giving, legacies, and partnerships, to deepen relationships of trust and gratitude with our supporters.

This role is ideal for a fundraising leader, whether from a career fundraising background or another field, who brings strategic capability alongside deep alignment with the Plum Village tradition, where fundraising itself becomes a form of engaged practice in service of mindfulness and community transformation.

Fundraising in the Plum Village tradition is fundamentally relational. It is not a matter of extracting income from a base of supporters, but of deepening the relationships of trust, gratitude and shared purpose with those who make our work possible, in ways that embody the values of the tradition. Done well, fundraising is itself a form of engaged practice. The Director will be expected to lead the function in this spirit.

The role comes with a high level of strategic ownership. An initial fundraising strategy has been developed and shared with trustees, providing a framework of priority channels, governance arrangements and resourcing for the next phase. The new Director will inherit this as a starting frame, and will then be empowered and expected to develop, refine and bring forward a fundraising strategy on their own authority, working closely with the Lead Trustee for Fundraising and presenting proposals to the board as appropriate. The role also carries operational ownership of the fundraising mechanics, including the choice and management of supporting systems, databases and tools.
 

Key Responsibilities

Strategic leadership of fundraising

• Lead PVUK's fundraising strategy, developing and refining the strategic direction, and presenting proposals to the Board for approval and resourcing.

• Set, monitor, and report on fundraising targets across all income channels, in agreement with the Lead Trustee for Fundraising and the Board.

• Provide regular substantive updates on fundraising at quarterly board meetings, working with the Lead Trustee on the preparation of board-level reporting.

• Bring forward analysis and proposals to support the Board in setting wider strategic priorities, including realistic income potential by channel and the investment required to secure it.

• Identify and manage risk in the fundraising portfolio, including channel concentration, donor over-reliance, and the sustainability of resourcing.

Donor stewardship and relationship development

• Lead the stewardship of PVUK’s existing donors, lenders, and supporters with the depth of care that this base deserves, recognising it as the most precious resource of the fundraising function.

• Cultivate and deepen relationships with major donors, including through personal contact, site visits, and tailored communication of impact.

• Work with the Chair of Trustees, the Centre Director, and other senior figures on key relationships that require their involvement.

• Steward the friendly lender base throughout the lifetime of their loans, maintaining trust and keeping them informed of the charity’s progress.

• Build and maintain a culture of gratitude and recognition that appropriately honours the contributions of all supporters.

Income channel development

• Lead delivery and growth across PVUK’s priority fundraising channels: donor stewardship, trust and foundation fundraising, regular giving, legacies and Gifts in Wills, and partnerships with values-aligned organisations and networks.

• Develop trust and foundation fundraising as a substantial new income stream, including scoping aligned funders, building peer-to-peer introductions, constructing tailored funding propositions, and overseeing high-quality application writing and reporting.

• Design and grow a regular giving programme that converts members, retreatants and supporters into ongoing monthly donors.

• Develop a structured legacy and Gifts in Wills programme that normalises legacy giving across PVUK’s communications and supports those who wish to leave a Gift in their Will.

• Develop partnerships with values-aligned organisations and networks where these support both income generation and the wider reach of PVUK’s work, in close consultation with monastics and trustees.

Operations, systems and budget ownership

• Own the operational mechanics of fundraising for PVUK, including the choice, configuration and ongoing management of databases, donor management systems, online giving platforms, and integration with communications tools.

• Manage the fundraising budget, including a discretionary supplementary budget for consultancy, training, materials creation, contracted support and light administrative resource, deployed at the Director’s judgement to develop the function effectively.

• Maintain accurate, GDPR-compliant supporter records and ensure sound data practices throughout the fundraising operation.

• Provide accurate financial reporting on fundraising performance, working with PVUK’s finance function and external accountants as required.

• Make the case for additional resourcing where evidence of need supports it, including the possible recruitment of a Fundraising Officer in due course.

Communications and storytelling

• Lead the development of compelling fundraising narratives that authentically convey the work of PVUK and the Being Peace Centre to multiple audiences, including major donors, institutional funders, individual supporters and the wider public.

• Work closely with the PVUK Communications team on the integration of fundraising communications with the wider communications strategy.

• Commission and oversee the production of fundraising materials, including written content, graphic design, video and digital assets, drawing on contracted specialists where appropriate.

• Ensure that all fundraising messaging about the Being Peace Practice Centre is agreed with the Centre Director before publication.

Working partnerships across PVUK

• Work in close partnership with the Centre Director on all matters relating to Being Peace, with agreed ways of working on messaging, external representation, and any programming commitments made to funders.

• Work with the Lead Trustee for Fundraising as primary day-to-day point of contact at board level, supporting the Lead Trustee to hold strategic oversight of fundraising on behalf of the Board.

• Work with colleagues across PVUK’s communications, dharma programming, sangha-building and partnership functions, with these working relationships developing naturally in the first months of the role.

• Draw on external advisors and specialists as needed for support and assurance, both in technical fundraising disciplines and in sector-specific knowledge.

• Engage volunteer capacity from within the community where this can valuably supplement the fundraising operation.

Who we are

IPSEA (Independent Provider of Special Education Advice) is a national charity working to ensure that children and young people with special educational needs and disabilities (SEND) receive the educational support they are legally entitled to. Since we were formed in 1983, we have helped to improve the education experience of thousands of children and young people across England. We do this by providing free and independent legal advice and casework support for families, undertaking policy work and delivering training on the SEND legal framework.

What you’ll do

Reports to: Fundraising Manager

Location: Remote, with occasional travel for funder and staff meetings 4-5 times a year

We are looking for an experienced and motivated Trusts and Philanthropy Officer to join our small, ambitious fundraising team. IPSEA has a proven track record of successfully securing grants for core costs and projects. You will be responsible for researching new funding opportunities, preparing and submitting tailored applications and reports, and managing relationships with funders through thoughtful and timely stewardship. You will also have the opportunity to shape the early development of our strategies in major gifts and wider philanthropy and contribute to this work into the future.

This is a key role in IPSEA’s fundraising strategy and will help secure long-term financial sustainability for our services. 

If you share our commitment to protecting, promoting and upholding the rights of children and young people with SEND and would like to use your fundraising skills at IPSEA, we would love to hear from you. 

What we can offer you

• 5% employer pension contributions
• Healthcare cash plan
• Flexible working arrangements
• 25 days annual leave plus bank holidays plus an additional day off for your birthday (pro-rata if part-time).

To apply

Visit our website to download a recruitment pack and application form.

Deadline for applications: 9am on 5 October 2026.

First-round interviews: on 16 October in London, with second-round interviews (online) in the week commencing 19 October 2026.

NO AGENCIES PLEASE.