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Responsible to: Operations Manager
Role purpose: To supports people in the local community through the provision of holistic Money, Debt and Budgeting Advice
Salary Scale:2.1 – 2.4. £27,495 - £29,400 FTE. P/T hours will be considered
Key work areas and tasks
Provision of advice and casework
Provide money advice and casework covering the full range of debt advice topics including priority and non-priority debt and money advice issues
Identify urgent situations and ensure any possible action is taken immediately
Assist clients with related issues integral to their debt case such as welfare benefits advice, housing, other financial matters and income maximisation (incorporates applications for grants and other welfare schemes)
Work with the client to draw up an agreed financial statement incorporating the Standard Financial Statement
Enable clients to identify and explore various options they may have in addressing their situation explaining the consequences and limitations of each option
Assist clients in the calculation of offers to priority and non-priority creditors with reference to their Financial Statement.
Where appropriate undertake negotiations with clients’ creditors and other relevant bodies and/or act for the client by drafting or writing letters and telephoning and negotiating with third parties as necessary
Prepare and present cases to the appropriate statutory bodies and courts as required including DRO, Breathing Space and bankruptcy applications
Maintain timely, accurate and detailed case records and adhere to administration systems
Maintain statistical information and other required documents and undertake client feedback surveys and facilitate client evaluation
Manage an agreed caseload of debt and money advice cases
Ensure all work casework conforms to Operational Policy including meeting the requirements of the Advice Quality Standard, FCA and MAPS
Provide basic welfare benefits advice to clients, to include assessing eligibility for benefits, better-off calculations and other income maximisation advice
Assist clients with other problems, referring to other advisers and/or agencies as appropriate
Provide representation for clients at county or magistrates courts when appropriate
Provide support, guidance and supervision to the money advice trainee caseworker/caseworker’s assistant and other less experienced staff and volunteers
Research and Campaigns (social policy work)
Assist with social policy work by providing information about clients' circumstances through the appropriate channel.
Research and campaigns, monitoring and relationship building.
Assist with the development and implementation, in conjunction with the Operations Manager and in consultation with other charity workers, the Charity’s Research and Campaigns Plan.
Assist with research and campaigns work by providing information about clients' circumstances through the appropriate channel.
Administration
Maintain and monitor effective and efficient administrative systems.
Monitor health and safety policy with regard to staff, equipment and premises within statutory requirements.
Ensure complaints are brought to the Manager’s attention as soon as is practicable.
Training and Development
Identify and implement own training and development needs (in consultation with the Operations Manager).
Identify the training needs of charity workers through support and supervision and contribute towards the charity’s training and development plans.
Contribute to organising training activities in conjunction, as appropriate, with the Operations Manager.
Other Duties and Responsibilities
Abide by health and safety guidelines and share responsibility for own safety and that of colleagues.
Abide by data security and information assurance guidelines.
Ensure that work undertaken reflects and supports the Citizens Advice service’s equality and diversity strategy
Any other relevant tasks or duties required to ensure the effective running of the charity and our services.
To contribute to the induction and on-going training of charity workers within the team.
Person specification
Essential criteria
Qualified and competent money advice and debt caseworker holding the relevant accredited quality standard and other competencies set down by Advice Quality Standard, Money and Pension Service, FCA and/or Institute of Money Advisers
Demonstrable and thorough understanding of the application of the debt process in a busy advice organisation and of doing so in a client- centred and efficient way including through working on a Money Advice Service or MAPS funded programme
A positive approach to quality of advice audit (including peer review and external audit) and a commitment to constructive feedback as part of the quality assurance and learning process (as a recipient and
as a supervisor)
The ability to sift through large amounts of information and gather essential details during a client interview
Excellent negotiation skills with experience of conducting negotiations with a range of agencies and creditors
Proven ability to plan and prioritise your workload, meet deadlines and work calmly and with focus within a busy and fast paced environment
Experience of using a casework recording and quality assurance system and IT platforms
Experience of providing effective guidance and support to peers and junior colleagues and the ability to plan and co-ordinate the workload of others
Experience of working effectively within a team including paid and volunteer staff
Excellent communication skills (spoken and written) and the ability to develop and maintain positive, professional, working relationships with clients, funders, stakeholders, colleagues, volunteers, creditors and other agencies
Proven IT skills including very confident and competent use of Word, Excel, databases, cloud-based systems etc to maintain effective records, administrative and reporting systems
A commitment to travelling to various locations as required
Understanding of the issues affecting society and their implications for clients and service provision
Understanding of and commitment to the aims and principles of the CA service and its equal opportunities policies
Desirable criteria
Experience of working within a Citizens Advice charity
Experience of working with the public in an advisory capacity
The client requests no contact from agencies or media sales.
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 Benefits Adviser
Salary: £30,000 pa
35 hours per week, 25 days A/L + contributory pension scheme
Birmingham Settlement has an opportunity to join our Money Advice Team as an experienced Debt & Welfare Benefits Adviser.
As an experienced Debt & Welfare Benefits 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 circumstance.
Based at our Newtown office with outreach work in other areas of the city, you will be adaptable with excellent communication skills, flexibility, and the 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 training to build and continually improve money management and financial capability.
This is a great opportunity to join a progressive charity making a real difference to people’s lives – see our website
For an informal discussion about the role call Theresa Gniadkowski
PREVIOUS APPLICANTS NEED NOT APPLY
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: Thursday 30th April 2026 at 5pm
Interviews: Friday 8th May 2026
Birmingham Settlement is committed to Equality of Opportunity and welcomes applications from all sections of the community. Registered charity number 517303
The client requests no contact from agencies or media sales.
Citizens Advice Surrey Heath (CA-SH) is an independent local charity and a company limited by guarantee.
We provide free, confidential, impartial, and independent advice and information for the benefit of the local community, to exercise a responsible influence on the development of social policies and to ensure individuals do not suffer through lack of knowledge or an inability to express their needs effectively.
The Role
Reporting to the Chair of the Trustee Board, the Chief Officer
● Is responsible to the Trustee Board for the management and leadership of Citizens Advice Surrey Heath.
● Represents Citizens Advice Surrey Heath to funders, partners and stakeholders.
● Ensures the delivery of a high quality, impartial and confidential service, utilising both paid staff and volunteers.
● Is responsible for the continuing funding, planning and financial management of the service.
● Represents the organisation in Surrey Heath and contributes to the overall provision of strategic advice services in the borough.
In particular, the priorities for the Chief Officer in 2026 will be to
● Manage CA-SH’s external relationships, with our funders and the Surrey Heath community generally, to ensure satisfaction with the delivery of current projects.
● Build on the current income base, in terms of increased existing project budgets, new projects, and diversifying the income base.
● Explore opportunities to potentially integrate with other local Citizens Advice in Surrey to ensure long-term sustainability and strengthen our impact, in line with the new Unitary Authority structure.
The role requires working closely with the Operations Manager, who will be responsible for staff, volunteers, and, generally, the internal CA-SH operation.
Person specification
Essential
1. Understanding of the voluntary sector and, in particular, knowledge of the strategic and policy environment in which the advice sector, and particularly Citizens Advice operates.
2. Proven ability to devise and implement strategic development and resource plans, particularly in the area of service development, staff development and the management of change.
3. Demonstrable track record of successful income generation and diversification, through promoting services, fundraising, and other activities.
4. Proven track record of devising funded projects, setting them up for delivery and delivering them against agreed targets.
5. Proven ability to lead, motivate and contribute to a team.
6. Demonstrable track record of financial management and budgetary control.
7. Effective communication and presentation skills in person and in writing, to include researching and interpreting complex information and producing clear verbal and written reports, both internally and externally.
8. Proven ability to earn and maintain the trust of stakeholders.
9. Track record in project management.
Desirable
1. Understanding of, and commitment to, Citizens Advice aims, principles and policies.
2. Broad understanding of the operation of local and national government, and the administration of public and legal services, including an understanding of commissioning.
3. Demonstrable ability in people management, particularly in the voluntary sector.
4. Ability to create a positive working environment in which equity and diversity are well managed, and staff are empowered and motivated to do their best.
5. Ability to communicate and work well with a governing body.
6. Track record of managing ICT in a working environment, including ICT business planning, managing information and supplier relations.
Staff Benefits
● 6% Employer Pension Contribution
● A company that is committed to its employees, valuing their knowledge, creativity, and flexibility
● Flexible, hybrid working
● Free parking
● Ongoing personal training and development
● The chance to work with amazing people and a nationally recognised charity.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Anawim are looking to recruit a qualified IDVA (Independent Domestic Violence Advocate) to join their Central Services team.
Central Services is dedicated to providing comprehensive support to women through our Casework and Drop-in projects. These projects aim to address various challenges faced by women in Birmingham.
Casework Project offers specialised support in key areas including, Domestic Violence – IDVA, Children and Families, Accommodation, Substance Misuse, Multiple Complex Needs, Trauma.
Caseworkers will be required to provide individualise support, practical advice and signposting on a range of matters such as money management, benefits, homelessness, drug treatments, parenting, children’s education, healthcare, legal and immigration issues, mental health, training education and employment opportunities.Women may also present with issues such as self-harm, suicidal ideation and safety planning.
From our Birmingham centre, Anawim provides trauma informed services including holistic support and advocacy to enable women to reach their potential
Our Vision statement:
A world where women are safe, free, valued and equal members of society.
Our Values:
Anawim believes in the intrinsic value of every person and welcomes each women without judgement
We are deeply committed to listening to our women and building services around their needs
We help women to navigate the complex challenges they are facing and we do all that we can to support them for as long as they needs us
Anawim empowers women to make positive changes to turn their lives around, helping them, one step at a time – to become independent
We want the best for our women and to make sure their basic needs are met.We won’t rest until we’ve done all we can to keep them safe.
A world where women are safe, free, valued and equal members of society.
The client requests no contact from agencies or media sales.