Money Advisor Jobs
An exciting opportunity has arisen to join our dynamic team as a Money Advice Caseworker on our Debt Free London project. The successful applicant will be providing money advice as part of our London wide project.
You will be contributing to the health & well-being of the community and helping people from reaching crisis point. In return, as part of our team, you will benefit from learning and development opportunities.
If you are a team player, willing to learn, committed to quality and want a job which makes a difference in people’s lives then this could be the job for you.
Closing Date: 5pm on Tuesday 7th May 2024
Interview Date: Friday 10th May 2024
Citizens Advice Bromley values diversity, promotes equality and challenges discrimination. We encourage and welcome applications from people of all backgrounds.
An exciting opportunity has arisen for an Advice Session Superviser or experienced Generalist Adviser with at least 2 years’ experience looking for a development opportunity to join our dynamic team.
The successful candidate will join our team of Supervisers and contribute to the support and development of our excellent staff and volunteers.
Together with our Senior Management Team and Quality Performance Manager, you will help to ensure that we continue to provide a high quality advice service within the London Borough of Bromley.
If you are a team player, committed to supporting others, and want a job that makes a difference in people’s lives this could be the job for you.
Closing date: Monday 6th May 2024 at Midnight
Interview date: Wednesday 8 th May 2024
Citizens Advice Bromley values diversity, promotes equality and challenges discrimination. We encourage and welcome applications from people of all backgrounds.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
As Prince’s Trust International transitions to The King’s Trust International and expands its reach, we have an exciting opportunity that will be pivotal in strengthening the legal, governance and assurance function for the charity.
You will be working closely with our Head of Legal & Company Secretary and lead on complex, challenging and meaningful projects worldwide. You will be a qualified solicitor, barrister or paralegal with post qualification legal experience gained in house or in a proactive private practice environment that you will utilise to help the charity to boost its income, including through a newly established trading subsidiary, and to support young people through programmes delivered in over 18 countries.
Proactive and solutions-focused, your excellent communication and interpersonal skills will enable you to build effective trusted relationships and influence at all levels. You will need to be well-versed in most areas of charity and commercial law, adept at providing legal advice and assistance and able to undertake company secretarial and legal compliance matters. Flexible, you will be able quickly to expand your knowledge and experience in new areas as part of an ambitious and agile team. In addition, your excellent planning and organisation skills will enable you to prioritise and multitask as you work at the heart of the organisation’s governance, improving processes and achieving positive change.
The client requests no contact from agencies or media sales.
35 hours - possible job-share
Location: Based in Sefton, Merseyside.
The cost-of-living crisis is biting hard for many people in Sefton and demand for our advice services is rising, and people seeking training or work or with poor health need encouragement to ask for help in navigating the benefits system, or deal with money worries. We are looking for an adviser to work in South Sefton Foodbanks to provide face to face advice, primarily with benefit issues. You will work from foodbanks the majority of the time and also have weekly day/s based with our Welfare Benefits team in our Bootle office.
This is a genuine opportunity to join a passionate and dedicated high-performing team of advisers, caseworkers and money advisors to help people in Sefton with the problems they face, particularly with Universal Credit, Personal Independence Payment, better off calculations and other welfare benefits and debt. 92% of our clients agree or strongly agree they would recommend our advice service to other people.
You will have a thorough understanding of the issues involved in interviewing and working with clients, and in particular vulnerable people, with excellent communication skills, with the ability to engage confidently with clients and our partners.
As well as a competitive salary Citizens Advice Sefton also provides access to:
- Generous annual leave of 28 days (pro rata if part time) plus bank holidays
- 7% employer contribution pension
- Cycle to Work Scheme
- Free VDU eye care test
- Professional and advice sector recognised training
For a job pack that contains more information about the role and our organisation and the online application please go to our website via the apply button.
Closing date for applications: 3rd May 2024 5pm
Interviews in-person or online: Wednesday 8th May 2024
Do you have good customer service skills? Come and join our Green Doctor team at Groundwork South
Want to help some of the most vulnerable people keep warm this winter and manage their energy bills? Come and join our Green Doctor team at Groundwork South.
Home Energy Advisor (Green Doctor)
Reference: GD0424
Location: Kent, Hybrid Working (On site at Gravesend Office/Remote working delivering home visits and outreach)
Contract: Fixed Term Contract – March 2025 (with possibility to extend further)
Salary: £25,000
Hours: 37.5 hours per week
Summary of role: Our Green Doctors deliver home visits and telephone consultations across Kent & Medway. Consultations are a mix of advice, installation of small practical energy-saving measures such as low energy light bulbs and draft proofing and referring on to other health and wellbeing services. We aim to reduce our client’s energy bills and save them money in a variety of ways including providing a bill switching service.
You will be a practical, people-person with a passion for helping vulnerable people. You must have either knowledge or experience in energy efficiency to provide tailored energy saving advice, and the ability to adapt your approach to suit our client’s varying needs.
You must be comfortable with lone working and in managing your own workload.
A qualification as Domestic Energy Assessor (DEA), NVQ Level 3 (6049-03) Provide Energy Efficiency Services, or City and Guilds Energy Awareness (6281-01) is desirable, but relevant experience within the field or a willingness to take the qualification will be considered. (20 paid study hours).
A full clean driving licence is required.
In return we offer you:
- A competitive salary
- Generous holiday entitlement of 25 days per annum plus public holidays
- Health Cash Plan and 24 hour online access to a GP
- PERKS scheme – such as discounted gym membership and shopping discounts
- Employee Assistance Programme - including mental health helpline and face to face counselling
- Salary sacrifice schemes including cycle to work and pension contributions
- Family friendly policies to support work/life balance with time off in lieu for out of hours activities
- Business travel expenses
We are a creative, committed and enthusiastic organisation with a great track record of project development, fundraising and delivery, so there are always opportunities to grow and develop your role within our friendly team.
Groundwork South
Groundwork South works with communities across the south of England to transform their lives and the places where they live. We have been at the forefront of social and environmental regeneration for over 25 years, and today we have a simple mission: to create better places, improve people’s prospects, and promote greener living and working.
We are passionate about creating a future where every neighborhood is vibrant and green, every community is strong and able to shape its own destiny, and no-one is held back by their background or circumstances. This vision drives the work that we do. Each year we deliver over 100 innovative projects, tackling the biggest issues facing our communities and creating real and lasting, positive change.
Closing date for applications: 12th May 2024
Interview date: TBC
Interested?
If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position.
Appointment to this role is subject to an enhanced records check through the Disclosure and Barring Service (DBS).
Groundwork South is an equal opportunities employer and welcomes applications from all members of the community.
No agencies please.
As an Employment Adviser, you will sit within the Employment & Careers team, supporting the direct delivery of our employment service by recruiting beneficiaries through outreach and supporting them to secure or progress in employment.
Reporting to Head of Employment & Careers you will be required to manage and support a varied and challenging caseload into employment by providing high quality information and guidance. You will be expected to conduct in depth and comprehensive initial assessments in order to produce SMART & tailored action plans.
Your role will also require meaningful weekly contact with beneficiaries, conducting regular reviews of agreed actions and setting revised actions where applicable. It is imperative that you are able to demonstrate and encourage a positive mind-set among beneficiaries by adopting a strengths based approach to their journey into employment.
As an Employment Adviser, you will be expected to conduct employer engagement activity for the service, as well as support the delivery of job fairs and sector specific workshops. The role will also require you to ensure the service is at capacity levels by establishing and maintaining a network of referral partners and attending outreach events.
You will have at least 1 year of experience working in a similar post supporting disadvantaged groups back to work and/or training and education. You will have experience of working in an evidenced based practice and working to set targets. You will be equipped with influencing and persuasion skills.
You will also be responsible for conducting caseload reviews weekly/monthly and maintaining up to date beneficiary records on our internal systems.
Employee Benefits
• 35 days annual leave (inclusive of bank holidays and 3 Christmas days) rising by 1 day each year after 2 years’ service (capped at an additional 8 days)
• Enhanced maternity/paternity/adoption leave after 2 years’ service
• Save money off a new bike with the Cycle to Work scheme
• Up to 7% contribution to the staff pension scheme
• 24/7 Employee Support Line
• Clear pay structure with yearly increments (based on performance)
• Annual Staff away day
• Premium eye-care vouchers through Specsavers and season ticket loans
The client requests no contact from agencies or media sales.
Job Purpose: To develop and manage, to a high standard, Age UK Bromley & Greenwich’s Information and Advice Service. To be responsible for the effective delivery of the I&A Service which will be delivered through a range of channels, including face to face, telephone, email, digital, and other means, across the Bromley and Greenwich boroughs.
Key Responsibilities:
Line management and supervision
- Provide line management and supervision to advisers and support staff.
- Supervising team advice sessions and casework
- Manage the practicalities of the advice session and ensure adequate staffing and resources.
- Undertake monthly supervision with individual team members and annual appraisal.
- Ensure referrals are actioned and clients are supported in a timely manner.
- Develop team competence in key advice areas. (Benefits, Housing, Social care)
- Provide technical support to advisers and identify areas of further development for individuals and the team.
Support learning and development
- Support the team to embrace continuous learning and development and provide timely feedback on cases reviewed.
- Make recommendations for staff training and development areas of need.
Staff recruitment and development
- Create a positive working environment in which equality and diversity are well-managed, dignity at work is upheld and everyone can do their best.
- Participate in recruitment and selection activities as delegated.
- Undertake new staff induction.
- Ensure the team receive appropriate support, supervision and appraisal and have opportunities for continuous learning and development.
Quality assurance and reporting
- Undertake Independent File Reviews ( IFR) and monitor the quality to meet quality standards and service level agreements
- Maintain and develop QAS/ AQS standards incl. renewal process.
- Ensure remedial and developmental issues are identified and acted on to develop individuals, improve the quality of advice, and ensure clients do not suffer detriment due to poor or inadequate advice.
- Keep technical knowledge up to date and provide technical support to advisers.
- Maintain a case load as demonstration of ongoing personal development and learning.
- Undertake advice work as required e.g. during staff absences.
- Provide statistical reports on outputs and outcomes as required by funders and management
- Review and implement outcome measures for the work of the I&A team, including an annual survey of clients.
Partnership working and development
- To manage networking/ liaison with other local key stakeholders and organisations and feed into wider local engagement and community development work.
- Develop effective partner relationships with referral agencies across both boroughs, and to refer/ signpost cases to external agencies as appropriate.
- Represent the organisation at outreach and community events as required, continuing to raise the organisational profile and develop wider awareness of our services.
- Work with colleagues to develop marketing materials, give talks and presentations, identify outreach opportunities .
- Identify opportunities to develop and grow the wider information and advice service
The client requests no contact from agencies or media sales.
Edinburgh Food Project runs seven foodbanks and an FCA accredited Money Advice Service.
We have joined with other foodbanks in the North East and South East of the city to expand the advice team and reach yet more people in crisis.
As part of this exciting and ambitious development, we are seeking a Senior Adviser who will support the new team of Welfare Rights Advisers while managing their own caseload and deputising for the Money Advice Service Manager.
This is a 2-year fixed-term contract at the heart of a forward-thinking organisation dedicated to ending the need for foodbanks. The successful candidate will have knowledge and experience of current legislation and best practice, and be looking to use their leadership skills as part of a busy team at the front line in the fight against poverty.
We are also recruiting for a Support Officer and four Welfare Rights Advisers. Full details of all the roles are detailed in the Recruitment Pack.
The client requests no contact from agencies or media sales.
Edinburgh Food Project runs seven foodbanks and an FCA accredited Money Advice Service.
We have joined with other foodbanks in the North East and South East of the city to expand the advice team and reach yet more people in crisis.
As part of this exciting and ambitious development, we are seeking four Welfare Rights Advisers to work at the front line in the fight against poverty.
This is a 2-year fixed-term contract at the heart of a forward-thinking organisation dedicated to ending the need for foodbanks. Successful candidates will have some experience of working in an advice setting and have excellent communication and administrative skills.
We are also recruiting for a Support Officer and a Senior Adviser. Full details of all the roles are detailed in the Recruitment Pack.
The client requests no contact from agencies or media sales.
Medical Aid for Palestinians (MAP) is a leading UK charity dedicated to improving the health and dignity of Palestinians affected by conflict, occupation, and displacement. With a focus on the occupied Palestinian territory and Palestinian refugee camps in Lebanon, we provide vital health and medical care to those in need, particularly in crisis zones like Gaza. As part of our commitment to meeting the growing needs of the communities we serve, we're expanding our team.
The ideal candidate will have responsibilities that include monitoring compliance with MAP’s financial and procurement policies, developing strong cash and treasury management policies, and managing financial accounting systems. You will also ensure timely and accurate preparation of annual statutory accounts, compliance with relevant accounting and legal requirements, and submission of necessary returns to regulatory bodies.
Duties and key responsibilities
Leadership, Collaboration & Line Management
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Support the Director of Operations through preparation for and reporting to governance meetings.
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Participate actively as a member of the Leadership Team.
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Provide leadership, direction, training, and motivation as appropriate to the UK Finance Manager, and the overseas Finance Managers in conjunction with overseas Directors.
Finance Policy & Process Management
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Be responsible for monitoring compliance with MAP’s financial and procurement policies and review and update these policies on a regular basis.
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Develop and implement strong cash and treasury management policies and procedures.
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Manage and develop all financial accounting systems in consultation with the Head of Reporting to ensure they are fit for purpose.
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Help to ensure value for money and the effective use of funds across the organisation.
Compliance & Regulatory Reporting
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Manage the ongoing relationships with the external auditors.
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Ensure the timely and accurate preparation of the annual statutory accounts for the annual audit and implement recommendations from the auditors and/or Board.
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Monitor institutional income and related contracts and ensure that all restricted income, including Zakat, is properly accounted for.
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Ensure the financial management of MAP is compliant with relevant accounting, legal, HMRC and tax requirements, including VAT and corporation tax, and that the correct returns are made.
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Submit the necessary returns and maintain our records with the Charity Commission and Companies House on a timely basis.
Cashflow & Bank Account Management
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Manage the ongoing relationships with MAP’s banks in the UK.
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Maintain UK bank accounts and ensure financial governance is in place for overseas bank accounts.
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Ensure bank mandates and online banking operations are reviewed and updated on time.
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Monitor and manage the organisation's cash flow to ensure there are sufficient currency funds to meet operational needs.
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Review fund and payment requests from overseas offices and that planned activities are within budget.
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Release all payments from UK bank accounts, including UK payroll.
Financial Controls
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Implement appropriate internal controls, policies, and procedures to protect against fraud and misappropriation.
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Oversee and manage all payroll budgets and forecasts.
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Oversee the payroll functions, ensuring adequate internal controls and approvals are in place and adhered to, and all statutory requirements are met.
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Ensure regular reconciliations are made between the accounting system and the CRM.
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Oversee legacy administration liaising with the Legacy Advisor.
Risk Management
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Risk management – manage strategic and operational financial risks working with the Head of Internal Audit & Compliance.
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Maintain insurance policies across all MAP offices to ensure appropriate and adequate risk mitigation and meet statutory requirements.
Person Specification
Experience
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Extensive experience in a finance leadership role within a complex charitable organisation, working internationally.
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Experience of UK charity finance practice and governance - UK Charities SORP FRS 102.
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Excellent technical knowledge and skills in accountancy principles, governance, and standards, including preparation of statutory accounts.
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Successful track record of managing financial systems, and cashflow.
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Experience of working in a multi-currency organisation.
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Ability to contribute to the management of in-country finance colleagues, while not taking direct line-management responsibility for them.
Skills and abilities
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Leadership skills to undertake a complex management role in an international organisation.
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Excellent staff management, communication, and inter-personal skills.
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Clear written /verbal communication skills, with the ability to present.
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Strong decision-making skills and ability to translate priorities into operational goals and plans.
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Excellent IT skills, including experience of using Office 365 software.
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Solution-focused approach, ability to work under pressure.
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Fluent written and spoken English.
Knowledge
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Thorough understanding of financial accounting principles and techniques, particularly those relating to charities including charity regulations and the SORP.
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Knowledge of the taxation regime for UK charities.
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An appreciation of the political complexities in the Middle East region, of the Israeli-Palestinian conflict and of the position of the Palestinian refugee population in regions where MAP operates.
Education
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A recognised professional Accounting Qualification, for example ACA, ACCA, CIMA, CIPFA.
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A commitment to continuing professional development.
The client requests no contact from agencies or media sales.
Are you passionate about making a real difference in the world? Do you want to leverage your skills to combat homelessness for children and young people? Then we have the perfect opportunity for you.
We are looking to recruit an Immigration Service Manager to grow and develop our holistic advice offer for families and young people. This is an exciting role in our Immigration team that will lead a team of solicitors and immigration advisors to offer high quality representation. You will continue to build partnerships across the advice sector and you will play a significant part in maintaining and developing our network to ensure we reach clients who need us the most. You will be a manager of the service first and foremost whilst maintaining a smaller caseload of clients.
The centre is delighted to be recognised as a Centre of Excellence alongside maintaining our accreditations with the Office for Immigration Services Commissioner and the Specialist Quality Mark and the post holder will ensure that we maintain these standards. We hold a legal aid contract and you will be responsible for managing this effectively.
Please refer the to Job Description for further information.
In your cv and cover letter, please outline how you meet the requirements of the role and why you would like to work for us. You must account for any gaps in your employment history.
We are committed to safeguarding and promoting the welfare of children. The Centre requires job applicants, staff and volunteers to complete a criminal records self-declaration and undertake a DBS check.
The client requests no contact from agencies or media sales.
About us
World Jewish Relief has been successfully delivering our refugee employment programme, STEP, for over seven years. Research into this programme showed that women were dropping out more often than men, not moving through the programme as fast as men, and not getting the same level of job outcomes. As a result, STEP Forward was created to specifically address the barriers to integration faced by women.
The aim is for women refugees to make informed decisions about their lives and their continued pathways in the UK. In April 2023, a new phase of the programme was launched with a target to support 315 women until April 2026 in Coventry, Bradford, and Leeds.
Project Details
We are seeking a Monitoring and Evaluation consultant(s) to assess STEP Forward programme effectiveness, identify areas for improvement, and provide recommendations for enhancement. The consultant(s) will be responsible to produce three monitoring reports between 2024 and 2026.
Specific tasks:
- Conduct a thorough desk review of all relevant project documents.
- Design and implement a systematic approach for data collection, both quantitative and qualitative.
- Engage key stakeholders, including partners and clients, through surveys, focus groups, and individual interviews, including site visits to Coventry, Bradford and Leeds.
- Leverage various data collection tools to gather quantitative and qualitative data.
- Compile comprehensive reports that synthesise the consultancy's findings and recommendations.
- Deliver presentations that effectively convey the consultancy's findings to a diverse audience.
Submitting a proposal:
Interested parties should send technical and financial proposals, detailing how they would approach the consultancy, with a timeline included. Please send your proposals to:
1.UK Refugee Programme Manager Abelia Leskin
2. UK Refugee Programme Officer Elly Brimacombe
with clear indication of the call for proposal title in the email subject.
Please see attached Request for proposals document for more details. If you would like to discuss further or have any questions, please contact Elly and Abelia.
About Citizens Advice Camden
We are a well-respected local charity with more than 80 years’ experience of delivering free, independent and impartial information, advice and casework services which meet the changing needs of local residents. Our aims are to provide the independent, impartial, confidential and free advice people need for the problems they face and to improve the policies and practices that affect people’s lives.
We target our services at the most vulnerable in our community. Our client profile closely matches local indices of deprivation with most of our clients coming from the most deprived wards in the borough. We identify trends to ensure our services remain agile and able to respond to changing and emerging advice needs.
About the Role
This is an exciting opportunity to work on a new initiative, providing generalist advice to service users of Mind in Camden. This new project will develop to meet the needs of service users and so you will need to be flexible in your approach.
You will be an experienced Generalist Adviser able to work in partnership with staff at Mind in Camden to support their service users. Clients will either self-refer or be referred from the core team at Mind in Camden.
Advice will be delivered both face-to-face and remotely according to individual needs. Face-to-face advice will be delivered at Mind in Camden offices and those of Citizens Advice Camden. This role is not suitable for remote working only.
You will need to be experienced in delivering generalist advice on issues such as welfare benefits including Universal Credit, housing, money advice and cost of living issues. You will also be available to support Mind in Camden staff in identifying suitable referral routes to support their service users so that overall needs are met. This role is not available as a trainee position.
Closing date for applications: 9.00am Monday 29 April 2024
Interview date(s): 8-10 May
Edinburgh Food Project runs seven foodbanks and an FCA accredited Money Advice Service.
We have joined with other foodbanks in the North East and South East of the city to expand the advice team and reach yet more people in crisis.
As part of this exciting and ambitious development, we are a Support Officer to work at the front line in the fight against poverty.
This is a 2-year fixed-term contract at the heart of a forward-thinking organisation dedicated to ending the need for foodbanks. The successful candidate will have excellent communication and administrative skills, and will thrive in a fast-paced environment.
We are also recruiting for four Welfare Rights Advisers and a Senior Adviser. Full details of all the roles are detailed in the Recruitment Pack.
The client requests no contact from agencies or media sales.
As a Debt Caseworker, you will play a pivotal role in providing comprehensive debt advice to our clients. You will work diligently to ensure that our clients receive the support they need to navigate through their financial difficulties, whilst adhering to quality standards and achieving set targets.
You will help cleints and their families manage their financies and debts more efficantly enabling them to alevate some of the stress and move forward with their lives, hopefully improving both mental and physical wellbeing. You will look to not onlt resolve any crisis the cleint is going through but to also give them tools, confidence and ability to prevent further issues in the future, reducing the need for them to use service such as the local foodbank in the future.
Position: Debt Caseworker
Location: Peterborough (Hybrid at least 3 days in the office in Peterborough)
Salary: £28,438
Hours: 35 hours per week (Monday to Friday)
Term: Fixed term contract to 31st May 2026
Key Responsibilities:
- Provide expert casework covering a wide range of debt advice.
- Advocate for clients by negotiating with creditors and third parties on their behalf.
- Maximise clients' income by facilitating access to appropriate benefits.
- Prepare and present cases to relevant statutory bodies and courts.
- Collaborate with partner agencies and organisations to enhance service accessibility.
- Maintain accurate case records and adhere to regulatory frameworks.
Qualifications and Skills Required:
- Experience in complex debt casework, including priority and non-priority debt advice.
- Strong negotiation and communication skills.
- Ability to work under pressure and achieve targets with minimal supervision.
- Familiarity with financial regulations and quality standards.
- Commitment to the principles of equal opportunities and client empowerment.
Benefits:
- Opportunity to make a meaningful impact in the local community.
- Supportive work environment with opportunities for professional development.
- Competitive salary and benefits package.
- 28 days annual leave plus bank holidays
- Employee Assistance Scheme
Please see the Job Decription and Personal Specification for more indepth detail of the role and what we are looking for in a candidate.
Please click 'How to Apply' to find the applciaition form