Volunteer financial advisor volunteer jobs in Bristol

The Tenovus Macmillan Welfare Benefits First Contact Advisor Role

We’re excited to lead a pan-Wales Financial Health and Wellbeing Service funded through our Macmillan partnership to directly help people with a cancer diagnosis.

With your expert specialist knowledge and experience in the Welfare Benefits advice area you’ll be able to apply this within the cancer community at a crucial time for these individuals to meet their needs as a Welfare Benefits First Contact Advisor and join us in a 3 Year Fixed Term Contract.

You'll need to be available to attend a Cardiff Assessment Centre week commencing 20th April for a 1st June start date.

The Tenovus Macmillan Welfare Benefits First Contact Advisor Role Details

This is a first line, important and meaningful holistic information and advice-giving role for an experienced Welfare Benefits Advisor. It’s about using information you collect to provide immediate welfare benefits advice and guidance, and/or refer, escalate and signpost seamlessly to other colleagues and services according to client needs.

It’s a rewarding welfare benefits job working with people with a cancer diagnosis. It’s one where you’ll make an immediate difference through your practical and sound advice, existing customer service skills and knowledge and experience in the welfare benefits area.

The role is primarily home based with Cardiff Head Office working welcome. You’ll need to be flexible to commute to Cardiff as required with a higher concentration of days during your induction and probation period for training and team interaction on at least a monthly basis.

Working as part of a Financial Health and Wellbeing service, you’ll be making a first line assessment to determine urgency and priority for new client referrals gathering key financial and health information. Your work is mainly done over the phone but may also be in person or digitally where you’ll be advising and making decisions on next actions including giving advice to complete your cases, referring on or escalating the most complex cases.

Service referrals may come from cancer medical professionals or self-referrals from cancer patients. What’s important is you understand the whole picture and gather the right level of financial health information to give appropriate financial benefits advice and signpost to other services from the start of the relationship, so all potential cancer support opportunities are handled professionally.

Our service user experience is key, you’ll make sure the way you work is professional and personable and quality. You’ll be supporting and advising your own caseload of clients with a chronic cancer condition or a life-limiting cancer prognosis so knowledge of working with people with disabilities, people too ill to work or in a distressing situation is something you can comfortably manage in a targeted environment.  

The Tenovus Macmillan Welfare Benefits First Contact Advisor Fit

We’re looking for a team player who is experienced in this type of benefits advice field. You can comfortably manage a busy caseload, glean key information and tailor your communication style in a common sense and logical approach. It’s not just in doing the nuts and bolts of the job but how you go about it that matters just as much.

Making a difference for people affected by cancer is at the heart of what we do. Our values are our guiding principles in how we go about doing that in the way we think, go about work and interact with people and across teams.

Solution solving with a collaborative and open mind, being inclusive and super supportive and team focused means you’ll fit in well. You work in a way that can adapt to dealing with curve balls and know when to ask for help all whilst keeping on top of the day to day focus on what’s important to achieve our shared goals.

If you’re an adaptable and motivated person who’s proud to deliver quality work, has a people focused attitude and is excited to be part of our work we’d love to hear from you.

The Tenovus Macmillan Welfare Benefits First Contact Advisor Skills

We’d love to see your application demonstrating how your skills or experience match the job role essentials and understand your motivation behind your application and what you’d bring to the team.

To be great in this role you’re skilled with:

• The expert Welfare Benefits advice knowledge & customer service capabilities -you confidently know and can explain your stuff and help others well taking on feedback
• Producing well managed and quality work on time – you’re careful and double check your work, manage your own time independently and are results focused to get a job done well within a deadline
• A flexible approach to working – your attitude’s good when there’s pressure to deliver and you adapt to the flow of work recognising where you need to change your focus
• Being collaborative, team and people focused – you know how to deliver great customer service. You work well with your colleagues to help them, listen to others’ ideas and put forward your own ones and demonstrate how you treat customers, so they feel valued
• Solution solving – you’ve a positive and resilient attitude looking for the best options in any situation or challenge things appropriately when coming up with a new idea or have a suggestion

At Tenovus Cancer Care we’re guided in all that we do by our core values. These are: Collaborative, Integrity, Innovative, Respectful and Inclusive. We’re dedicated to making our workplace diverse and inclusive where everyone feels they belong and can be their authentic selves at work. This means that whatever your background you’ll have an equal opportunity with us.

With our commitment to safeguarding the successful candidate’s role is eligible for an enhanced DBS check (Adults)

Applying is easy, just click the ‘Apply Now’ button at the top of the page and follow the online process. If you’d like any help with your application or to discuss any adjustments you may need please contact our People Team.

About the Giving Directorate and Net Zero Carbon Programme
The Church of England ministers to every community in England, and our mission and ministry is sustained and expanded through a culture of generous giving.

The Giving Directorate plays a vital role in equipping dioceses, parishes, and clergy with the tools and confidence to encourage generosity. Through strategic leadership, innovative resources, and collaborative partnerships, we aim to inspire giving that enables the Church to flourish in every community. We lead major funded projects that strengthen giving across the Church, ensuring that generosity is central to mission and ministry.

The Giving Directorate has four teams: Innovation & Insight (leading on innovations, the parish share project, data analysis and marketing); Parish Giving Scheme (giving mechanisms and technology); NZC Fundraising (including policy, philanthropy and gifts in wills) and Learning & Development (delivering training, mentoring, and equipping clergy and diocesan giving advisors, national and regional conferences, and developing online learning resources for parishes).
You will sit within the Net Zero Carbon Fundraising team which leads the strategy to coordinate and support the plans being developed by our dioceses, churches, cathedrals, schools, and departments to secure the significant additional funding needed to decarbonise the Church of England.

What you'll be doing
Legacies have historically played a transformative role for the Church of England - sustaining parish ministry, helping deliver the 30,000+ community projects run by parishes every year, conserving historic buildings and enabling important work for the future, including Net Zero Carbon projects. There is significant untapped potential for legacy giving to make an even bigger difference to our work, but awareness is uneven, and local church leaders often lack the training and resources to talk confidently about gifts in wills.

As the Gifts in Wills Manager, you will lead an ambitious new legacy programme to significantly expand the support and resources available for all parts of the Church of England to effectively encourage legacy giving. This will include creating new legacy giving resources that can be used by parishes, cathedrals and Dioceses as well as new training for local parish volunteers, clergy and senior leaders.

Gifts in wills have the potential for significantly enhancing the work of the church in caring for God's creation, being the culmination of a person's lifetime of commitment and care for the church and God's creation. The role will include specifically looking to develop NZC cases for support as a way to encourage gifts in wills, through linking the ongoing and perpetual care of God's creation with the long term impact of gifts in wills.
Through your work you will create a culture shift where legacy giving is demystified to become a natural part of Christian discipleship. The increased number and generosity of legacy gifts pledged and received will make a long-lasting impact on the financial ability of parishes, cathedrals, and dioceses to fund their ministry and social impact in the communities they serve.

Key Relationships: Head of Net Zero Carbon Fundraising, Deputy Director (Learning and Development), Regional Giving Advisors, Head of Resources & Insights, Diocesan Giving Advisors, NCIs Legal Team, Farewill, Christian Aid.

This is a fixed-term contract role for three years, and interviews will take place week commencing 27 April.

Talking Money is looking for a compassionate, creative problem solver to join our team of dedicated specialist debt and welfare benefits advisers.

You will help people on low incomes build financial security by providing clear, compassionate and high-quality welfare benefits and debt advice and casework. You’ll work collaboratively with colleagues and partners to strengthen people’s confidence, understanding and capability and to identifying barriers within local systems (for example, within the local authority) and contributing to efforts to reduce these. 

Your work will be rooted in a person-centred approach—flexible, respectful and tailored to each individual. Everything you do will help us deliver our organisational purpose: 

“Help me with my money worries, in a way that suits me, so that I can get on with my life.” 

About Talking Money  

Talking Money is an independent charity providing free, expert money advice across Bristol and South Gloucestershire. Demand for our services continues to rise.  

Our approach is:  

• Integrated: addressing debt, benefits, energy/fuel poverty, income and wellbeing together.  

• Person-centred: psychologically informed, strengths-based and empowering.  

• Practical and impactful: securing income gains, writing off unmanageable debts, preventing eviction, reducing stress and anxiety and improving knowledge and confidence.  

We are looking for someone with:

• Strong experience delivering welfare benefits advice and casework to people facing financial hardship. 

• Passion for improving the lives of the people who we work with. 

• A willingness to learn debt advice to a generalist level. 

• Commitment to working collaboratively with colleagues and clients.

Hours: 30 – 37.5 hours a week (0.8 - 1.0 FTE) 

Contract term: Permanent

Location: Hybrid working negotiable but majority of time in office is required to deliver advice as part of a supporting, collaborative team. 

Salary: Grade 5 SCP 19-25 (approx. £32,000 - £35,000 FTE for FY26-27) 

Reporting to: Leadership Team 

Holiday entitlement: 25 days FTE pro rata (rising to 30 days after 5 years) + bank holidays.

Before You Apply

Don’t meet every single requirement?

Studies have shown that women and people of from minoritised ethnic communities are less likely to apply to jobs unless they meet every single qualification.

At Talking Money, we are dedicated to building a diverse and inclusive workplace, so if you’re excited about this role, but your experience doesn’t align perfectly with the criteria, we encourage you to apply anyway. You may be just the right candidate for this or other roles and lived experience goes a long way. Still not sure? Talk to someone at Talking Money about the role to see if it sounds like something you would be great at doing: telephone Nick Leaman  on 07496 441 494 or email (see application method for address) 

Access

Do get in touch if you would like any of this information in another format, or if you would like to apply in another format. 

If you are shortlisted, Talking Money will work with candidates to ensure their access needs are met during the interview process and will ensure access requirements are not a factor in decision making. 

Application Process

To apply please email your CV and cover letter (max of 2 sides of A4) to our recruitment address (see application method for details)​

If you have queries about the role, please contactNick Leaman by email or telephone 07496 441 494.

Application Timeline 

Applications close: 17.30pm on Sunday 12th April 

Shortlisting: Monday 13th April 

Interviews:Tuesday 21st April 

About Young Roots

At Young Roots, we want to see a compassionate and welcoming society for young refugees and asylum seekers in the UK. We work alongside young people seeking safety in the UK, building trusted relationships, providing practical and emotional support and promoting young people’s rights and power.

Our youth clubs and casework are transformative for young refugees, allowing young people who have fled danger, had traumatic journeys and who are often here alone, to find community and connection, have a space to be a young person and access support in addressing a whole range of practical challenges they face. We also draw on our evidence from working every day with young refugees and asylum seekers to call for change to the laws and policies which are harming young people. 

The role

We’re looking for an experienced and collaborative Head of Finance to lead our financial management, planning, and governance.

This is a senior and influential role, sitting on our Leadership Group and working closely with the CEO, Trustees, and Finance Committee. You’ll provide clear financial insight to support decision-making, ensure strong financial stewardship, and help us plan sustainably for the future.

You’ll take ownership of the full finance function, supported by an Internal Operations Officer who manages day-to-day transactional processing.

What you’ll do

• Lead financial planning, including budgeting, forecasting, and cashflow management
• Produce clear, high-quality management accounts and financial analysis
• Support strategic decision-making through strong financial insight and modelling
• Ensure robust financial controls, systems, and compliance (including audit, SORP, and statutory reporting)
• Partner with colleagues across the organisation to support budgeting, funding bids, and full cost recovery
• Oversee payroll and financial operations, ensuring accuracy and efficiency
• Contribute to organisational strategy as part of the Leadership Group

About you

You’ll be a confident and values-driven finance professional who enjoys working collaboratively and making complex information accessible.

You’ll bring:

• Significant experience in a senior finance role within a charity or not-for-profit
• Strong knowledge of charity finance, including SORP, restricted funding, and compliance
• Experience producing management accounts, budgets, and forecasts for non-finance audiences
• The ability to influence and support senior leaders with financial insight
• A proactive, hands-on approach with strong attention to detail

A professional accountancy qualification (ACA/ACCA/CIMA) or equivalent experience is desirable.

This role is designed as a part-time position (28 hours/week) with flexibility around how hours are worked. We are a hybrid organisation, with the option to work remotely or from our London offices (Croydon or Brent). We ask that ideally you attend at least one in-person team day per month in London.

We offer a supportive, inclusive working environment and the opportunity to play a key role in a mission-driven organisation making a real difference.

To Apply:

To apply, please submit your CV alongside a personal statement by the closing date outlining how you would be a great fit for the role.

Your personal statement should be no more than 800 words, answering the following questions:

1. What is your motivation for working with Young Roots? (100 words)
2. What is your motivation for applying for this role specifically? (200 words)
3. What skills and experience would you bring that will enable you to be successful in this role?  Please ensure you refer to the essential criteria on the person specification and provide examples to demonstrate how and where you meet the criteria. (500 words)

Please submit your application via Charity Jobs.

No agencies, please.

Closing date: 14th April

Interview date: 20th April

Young Roots recognises the positive value of diversity, promotes equity and challenges discrimination. We welcome and encourage applications from people of all backgrounds, particularly those who can face disadvantage in employment, such as people from Black, Asian and minority ethnic backgrounds, LGBTQ+ individuals and people with disabilities. As an organisation that supports refugees, asylum seekers and migrants, we particularly welcome applications from people within these communities. We offer a guaranteed interview for those with lived experience of the asylum system and those with disabilities, where they meet the essential elements of the person specification. If aspects of the application process create barriers to you applying and you’d like any adjustment to the process or you’d like an informal discussion or advice on your application, please get in touch. We would also like to alert you to the existence of organisations which support people from under-represented groups to access employment, who can advise you on applying for this role. For example, Scope, Young Women’s Trust and Experts by Experience.

Young Roots is committed to safeguarding and promoting the welfare of children and young people and expects all staff to share this commitment. We take this duty very seriously.

Our work is underpinned by policies and procedures which promote safe working practices. We have a framework of training and supervision which everyone is expected to comply with and systems for monitoring, quality assurance and gaining service user feedback. On joining you will be expected to be part of this approach to safeguard our service users.