Service financial advisor jobs in london, greater london

About the role:

This is an opportunity to bring your big ideas and ambition to life, taking our Individual Giving and Legacy Marketing to the next level. Identified in our newly launched fundraising strategy as growth areas, this role will build on the successes of the past and push the boundaries of what’s possible – with full support from the fundraising and leadership teams.

You will develop exciting plans to improve communication and create new products for our audiences – all driven by what our supporters want. Alongside this, you will lead on developing an acquisition programme, tripling the number of active supporters over five years. If you have experience of delivering audience and income growth across Individual Giving and Legacy Marketing, have a passion for trying new things and a curious attitude, we’d love to hear from you!

Back Up could offer you an inspiring and fulfilling role making a significant difference to the lives of people affected by spinal cord injuries.

Together we’ll be working hard to make sure everyone affected by spinal cord injury has access to the support they deserve; and we are the only spinal cord injury charity in the UK providing specific services to children and young people.

For full details please see our job description.

About us:

At Back Up, we have big ambitions. Over the next few years, we’re going to be transforming the lives of even more people affected by spinal cord injury.

Inclusion is at the heart of everything we do. Please read our Equality, Diversity and Inclusion Policy Statement. We are committed to creating an inclusive working environment where all our employees are encouraged to reach their full potential, and individual differences are valued and respected. We particularly welcome applications from those from black, Asian or ethnic minority backgrounds or those with higher level spinal cord injuries.

In 2024 Back Up won The Times and The Sunday Times Spotlight Award for Best place to work for disabled employees. As well as this, Back Up has been voted one of the top ten charities to work for (Third Sector Best Charities 2020). The enthusiastic, inclusive and supportive spirit of our very skilled staff ensure excellence in the services we deliver.

Main Roles

• To provide advice and casework at OISC/ IAA Level 2 on immigration, nationality and asylum law.
• To provide supervision to Immigration Volunteers

Specific Duties

• Manage a complex caseload across the field of immigration, nationality and asylum law.
• Adhere to casework procedures as outlined in LRMN’s policies, the IAA standards and the Advice Quality Standards (AQS).
• Interview and advise clients regarding immigration and asylum law procedure, and practice in a sensitive and professional manner.
• Maintain Continuing Professional Development (CPD) in line with IAA registration or similar professional body, e.g SRA.
• Keep up to date at all times with changes in the law by reading and attending training events relating to asylum and immigration.
• To maintain accurate and detailed case records of clients for the purpose of continuity of casework, information retrieval and statistical monitoring, using Advice Pro as appropriate and as required by management.
• Advocate on behalf of clients by telephone, letter and email with appropriate agencies.
• Produce reports to meet funder’s and LRMN requirements.
• Work closely with the Immigration Manager and/or external evaluator in gathering data and information to produce accurate monitoring and evaluation reports.
• To assist the LRMN in liaising with its partners, funders and to provide statistical information and updates as required.
• Work closely with the Immigration Manager in reviewing files and ensure that corrective actions are undertaken.

• Provide regular supervision to Immigration volunteers.
• Allocate immigration tasks appropriate volunteers’ knowledge and skills.
• Keep records of supervision meetings with immigration volunteers.

Other Duties

• To participate in LRMN staff meetings, maintaining a high level of professionalism and contributing skills and knowledge towards best practice for the organisation.
• To develop partnerships and attend external meetings relevant to the work of information and advice in general and immigration in particular.
• To attend supervision and appraisal meetings and other relevant activities.
• To be administratively self-servicing.
• To participate in LRMN staff meetings, maintaining a high level of professionalism and contributing skills and knowledge towards best practice for the organisation.
• Work flexibly as agreed to meet the demands of the service – this may involve weekend and outreach work.
• Maintain confidentiality in all matters relating to the work of the organisation.
• Comply with LRMN’s policies and procedures.
• Positively promote LRMN and its work
• Undertake any other work as may be reasonably requested.

Our Sales and Delivery teams aim to drive and develop new and existing business relationships to contribute to our impact and financial objectives and deliver customer satisfaction, advocacy and loyalty whilst delivering exemplary customer service to all our Clients and Instructor Members in Training. A critical aspect to this is ensuring all the administration required from point of enquiry through to delivery is carried out accurately whilst meeting key deadlines. 

You will support different aspects of the customer journey and support with relevant processes including distribution of enquiries, keeping our in-house systems updated and supporting with Associate and National Trainer matching, ensuring all administration relating to these processes are completed effectively and within deadlines set.

Please refer to the Job Description for full details of the role.

About MHFA England

MHFA England is a social enterprise and the leading provider of mental health skills and awareness training courses in England. Our vision is to create a nation where everyone's mental health matters by creating mentally healthy workplaces where people, communities, and businesses thrive.

Looking after you 

Wellbeing is at the heart of all that we do and say, we are friendly and supportive organisation. We are committed to rewarding our employees with competitive pay, a flexible and supportive workplace, opportunities to grow and develop, and our promise that we will put your wellbeing first.

We seek a highly-skilled social care professional to join the senior team of our leading local charity, who will provide high-quality support to family carers of adults with a learning disability and/or autism in the London Borough of Merton.

Could this be you?

You will conduct Carers Assessments in which you identify the needs of carers to determine the support they require, which may include financial support, respite care for the person they care for, and practical assistance.  You will form Support Plans with carers which show the ways in which support will be provided to improve their health and wellbeing, and help them in their caring role, and you will assist carers to access appropriate support.  Your periodic reviews with carers will monitor the effectiveness of Support Plans to ensure carers continue to receive the help they need. 

You will work closely with colleagues, the charity’s partners and other organisations to coordinate care and support for carers, facilitating introductions with other care providers and ensuring carers receive information to help them in their caring role.  Key to your work is ensuring services ‘join-up’ so that coordinated, highly professional support is provided to carers.

You will maintain a record of your work by using our databases which you will use to produce quarterly reports and case studies demonstrating the impact of your work.

This role is an important feature of the charity’s strategic offer for family carers.  You will join our senior team dedicated to providing the highest quality care, and you’ll have the opportunity to contribute to the wider work of the charity such as by attending our frequent events, workshops and social events for carers.

This role is a hybrid position - duties can be undertaken from home, from our offices in Morden, and by conducting home-visits with carers by appointment.

Although not essential, we encourage applications from people with lived experience of learning disability and autism, such as from parents and carers, and we offer flexible working arrangements.

You will receive our mandatory training in safeguarding, health & safety, confidentiality, equal opportunities & diversity and mental health awareness, plus more technical training including risk assessment, first aid and using IT databases.

All our appointments are subject to interview, an enhanced DBS disclosure and 2 satisfactory references.

Prospectus is passionate about supporting organisations close to the frontline, and few organisations have greater impact on lives than this one. 

Personal debt and its consequences have an enormous effect on individuals and families alike. Our client works with partners to provide budgeting advice and support to try and alleviate these difficulties, working with service users to prepare detailed financial statements and explore ways of maximising income and reducing outgoings. Advisers in this organisation negotiate with creditors directly on behalf of clients; set up manageable and sustainable repayment arrangements and provide full casework services.
 
As a Trainee Debt Adviser you will be responsible for managing an ongoing debt caseload, whilst maintaining weekly client appointment targets. You will work closely with the other team members to meet funding and contractual targets, maintain quality standards and also maintain training and development targets.
 
You will provide comprehensive, full range of debt advice in line with Financial Conduct Authority and Debt Advice Quality Framework by using your interpersonal skills to explore, listen and understand complex problems as they affect each individual and tailor approach to advice accordingly.

The successful candidate will demonstrate a commitment understanding the debt advice model, developing  casework skills and build experience of dealing with complex and challenging cases in line with the provision of excellent in house training.

At a personal level you will also need to demonstrate resilience and the ability to, understand and empathise with clients from diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. You will also need to demonstrate a high standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information.

You will also be able to demonstrate at least six months experience of working with the public, and ideally in community/advice giving setting. Experience of gathering, providing and disseminating complex and sensitive information.

Due to the nature of this role, a DBS check would be run on successful candidates.  Please note this is a full -time role, Monday-Friday, 35 hours per week based on site 2 days per week.

If you are interested, please apply with just your CV in the first instance (in Microsoft Word format). We are reviewing CVs on an ongoing basis, so it is highly recommended to submit your application as soon as possible. 

As a specialist Recruitment Practice Prospectus is committed to building inclusive and diverse organisations, and welcome applications from all sections of the community. Prospectus invests in your journey as a candidate and are committed to supporting you in your application.

Prospectus is passionate about supporting organisations close to the frontline, and few organisations have greater impact on lives than this one. 

Personal debt and its consequences have an enormous effect on individuals and families alike. Our client works with partners to provide budgeting advice and support to try and alleviate these difficulties, working with service users to prepare detailed financial statements and explore ways of maximising income and reducing outgoings. Advisers in this organisation negotiate with creditors directly on behalf of clients; set up manageable and sustainable repayment arrangements and provide full casework services.
 
As a Specialist Debt Adviser you will hold a valid level 3 accredited qualification in Debt Advice (accredited through CMA, IMA, Wiser Adviser or similar) or alternatively Generalist Adviser certificate (Citizens Advice or similar), and Ideally a CertMAP.  You'll also have a thorough understanding of debt advice model with proven casework skills and experience of dealing with complex and challenging cases.  You will also have supervisory responsibilities which will cover training and development, monitoring from a compliance and quality perspective, and a strong coaching capability. 

You will have a minimum of 2 years of experience In providing comprehensive accredited debt advice.  Your experience in executing debt solutions such as (and not limited to) DMP, Bankruptcies, DRO, Breathing Space, Write Off, and undertaking income maximisation solutions such as charitable grants, issuing food and fuel vouchers, Uswitch checks and DHP and other benefit entitlement checks/referrals etc.

At a personal level you will also need to demonstrate resilience and the ability to, understand and empathise with clients from diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. You will also need to demonstrate a high standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information.

Due to the nature of this role, a DBS check would be run on successful candidates.  Please note this is a full -time role, Monday-Friday, 35 hours per week based on site 2 days per week.

If you are interested, please apply with just your CV in the first instance (in Microsoft Word format). We are reviewing CVs on an ongoing basis, so it is highly recommended to submit your application as soon as possible. 

As a specialist Recruitment Practice Prospectus is committed to building inclusive and diverse organisations, and welcome applications from all sections of the community. Prospectus invests in your journey as a candidate and are committed to supporting you in your application.

PINF is the first charity in the UK that exists to support high-quality journalism. We exist at the cutting edge of charity law and need an experienced charity professional to make sure we do things properly. 

As Head of Operations & Governance, you will be responsible for overseeing the back-office operations of the charity. You will be a key point of contact for the team and support the Executive Director to ensure smooth, efficient and compliant operations.

You will be a senior member of the team, responsible for ensuring that PINF operates within its legal and regulatory framework, including in relation to charity, corporate, tax, employment and data protection regulations. The role involves liaising with the Chair, Board of Trustees, Executive Director, legal advisors and regulators to support best practice in financial management, governance, risk management and compliance.  

Duties and responsibilities 

• Financial Management 

• Ensure consistent delivery and quality of finance operations, including transactions processing, which will involve managing a bookkeeping service.

• Prepare and monitor annual budgets, management accounts and project budgets.

• Lead on the financial aspects of fundraising, contract management, and funder reporting. Including managing restricted and unrestricted funding. 

• Oversee the process of preparing statutory accounts, including liaising with accountants and auditors.

• Maintain internal controls and policies to protect assets, prevent fraud, and ensure business continuity. 

• Participate in the Finance & Fundraising Committee and support the Treasurer to plan and deliver meetings. 

• Prepare financial reports for board meetings and engage in board discussions.

• Governance 

• Manage our annual governance cycle, working closely with the Chair, Treasurer and Executive Director to ensure legal compliance and to plan and prepare for Board meetings including taking appropriate minutes.

• Manage the organisational risk framework including identifying emerging risks and working with the Executive Director to mitigate them.

• Companies House and Charity Commission filings.

• Develop and maintain a suite of policy to ensure PINF meets its obligations as a charity and an employer.

• Play an active part in board discussion to support good decision making.

• HR 

• Manage HR across the organisation; ensuring all HR processes and policies are fit for purpose, up to date and adhere to law, and are understood and implemented across the organisation.

• Manage recruitment processes for all staff.

• Manage the annual leave tracker. 

• Operations and administration 

• Ensure the smooth running of the organisation by leading operational planning and monitoring progress.

• Lead on relationships and contracts with external suppliers and contractors.

• Ensure PINF has appropriate insurance cover. 

• Occasional support with charitable activities (meetings, events, publications, etc.) 

Requirements  

• A professional qualification in finance, management, law, or a related field and at least five years’ experience relevant to this role.

• Deep understanding of good governance and best practice in the charity sector.

• Understanding of relevant laws relating to employment, data protection and running a charity. 

• Sympathy to the aims and objectives of PINF. 

• Full professional proficiency in English. 

• Right to work in the UK. 

Skills and attributes 

• Experience of managing charity finances and budgets (Essential). A related finance or accountancy qualification would be desirable. 

• Experience of managing operations in a comparable charity or business, with both strategic and day-to-day operational responsibilities. 

• Developing HR processes and policies and taking the lead in implementing these across an organisation. 

• Developing processes and procedures and making improvements for efficiency and impact. 

• Experience of working closely with trustees, non-executives or senior leadership teams.

• Strong oral and written communications skills, including having the confidence to use your expertise to provide feedback and constructive challenge to senior leaders.

• Excellent problem-solving and interpersonal skills. 

• Ability to work remotely and independently and to collaborate with others. 

• Enjoy being the key point of contact and support in a small, remote team. 

• Ability to stay on top of your workload by using relevant software (including Microsoft Office and finance software such as Xero), keeping accurate and up-to-date records, and prioritising between competing tasks. 

Please apply using Charity Job. Once you click apply you will be prompted to upload your CV and answer an application question in up to 5000 characters: What do you see as the main challenges facing PINF as a small but ambitious charity, and how will you use your experience to address them as Head of Operations & Governance? 

We seek an Advice Coordinator and IAA supervisor IAA L2 (IAA L3 desirable), or solicitor with equivalent qualifications for an exciting position leading partnership projects with Shelter, London Youth Gateway, and the East London Foundation Trust Mental Health Services.  The post holder will manage and supervise a team of IAA level 1 and 2 immigration advisors providing specialist immigration advice and casework to migrants at risk in London. You will play a key role in coordinating service delivery, including advice drop-ins and outreach visits in mental health settings.

Praxis is a dynamic, award-winning human rights charity supporting migrants in crisis or at-risk, ensuring that their essential human needs are met and that they are able to overcome the barriers they face. We work to build community, challenge exclusion and discrimination, influence policy and improve services. We advocate and campaign for lasting changes to policy and practice to address the root causes of the issues faced by at-risk migrants.

We are a progressive organisation, committed to an inclusive workplace which reflects our values and the society we want to live in.

We recognise that how you feel about your work is impacted by what is happening in your life outside of work. As a result, we offer generous family leave policies, with equal parental leave, flexible and hybrid working, and enhanced annual leave through our Life Happens and Religious and Reflective Leave policies. We take care of our staff by thinking about their health and wellbeing and offer reflective practice, a Menstrual Champion and a range of policies to support people at work.

We welcome applications from all backgrounds and particularly encourage applications from candidates with lived experience of the migration system or who have experienced homelessness.

Having a criminal conviction will not automatically disqualify you from this role. We believe in second chances and assess each application on individual merit. We encourage all qualified candidates to apply, regardless of background.

Our Attractive Benefits Package Includes 

· Culture of flexible and hybrid working (where appropriate)

· 25 days annual leave increasing to 30 with service (plus paid Bank Holidays)

· Equal parental leave (incl. 26 weeks on full pay, eligible after 1 year in post)

· Religious/reflective leave, life happens leave and menstrual leave

· Reflective practice for all frontline roles

· Employee Assistance Programme offers counselling and support 24/7

· Workplace Pension Scheme and Life Assurance (1x annual salary)

· Financial wellbeing support, including payroll savings, signposted advice and hardship loans

If you need us to make an adjustment or provide additional support as you apply for a role, please email our Recruitment team who will contact you to discuss how we can help.

For more information you can contact Daniel Ashwell 

To apply, send us your CV and cover letter demonstrating your capabilities in relation to each of the points of the job description marked ‘A’. Where relevant use your answers to illustrate how your competencies have helped you to achieve positive results. This will give you the best possible chance to be shortlisted. Applications will only be accepted with a cover letter.

The Football Foundation are partnering exclusively with Robertson Bell in their search for a permanent Financial Planning & Analysis Manager. The Football Foundation are the Premier League, The FA and the Governments charity that helps communities improve their local football and sport facilities through grants.

This newly created Financial Planning & Analysis Manager will be responsible for providing key insights to support strategic decision-making, ensuring financial performance aligns with business objectives, and embedding a culture of finance business partnering across the Football Foundation (the charity) and the Premier League Stadium Fund (PLSF). Additionally, the role will oversee strategic financial planning, forecasting, and analysis activities across the organisation.

The role:

• Lead and consolidate business partnering in the organisation, ensuring close collaboration with management group, department heads, and other key stakeholders to gather insights and ensure alignment on KPI’s and objectives.
• Lead the preparation and execution of the Foundation’s long-term strategic financial plans and annual budgeting processes in an effective and timely manner.
• Responsible for monitoring and providing the relevant financial information form the various funding agreements with partners.
• Accountable for overseeing the production of the monthly ’performance packs’ and associated information – highlighting key trends, issues, and opportunities as appropriate.
• Foster collaboration across departments to streamline data gathering, analysis, and planning processes.
• Continually look for ways to simplify and standardise the management accounting and budgeting processes, automating as much as possible and avoiding the need to produce “off system” analyses.
• Provide supportive line management and guidance to the Business Partner, ensuring their ongoing development, performance, and alignment with departmental goals. This includes holding regular one-to-one meetings, offering clear guidance, open and constructive feedback, and upholding the Foundation’s Personal Development Review process. 

The organisation:

Since 2000, The Football Foundation has been privileged to make a truly transformative difference to grassroots sport across the country. As a result of funding partners investment, every day they see the incredible impact of the game on physical fitness, mental wellbeing, bringing communities together and the local economy. With the investment from their funding partners the Premier League, The FA and the Government, they are making a big impact. They're helping to transform communities and the lives of individuals through delivering outstanding grassroots sport facilities.

Essential criteria:

• Professional accountancy qualification (e.g. ACA, ACCA, CIMA) or at finalist stage.
  • Expertise in financial modelling, forecasting and analysis with confidence in managing large datasets and deriving actionable insights.
  • Strong presentation skills, with the ability to translate complex financial data into clear, accessible formats tailored to varied audiences.
  • Experienced in developing financial policies, guiding users with clear and practical processes to enhance financial governance.
  • Proven capability in finance business partnering, with knowledge of embedding its principles across an organisation to align financial insights with strategic goals.
  • Excellent analytical and problem-solving skills, with the ability to identify issues and resolve technical issues independently, ensuring efficient outcomes.
  • Strong proficiency in extracting and analysing complex financial data, uncovering trends and correlations to support informed decision-making.
  • Strong organisational abilities, adept at managing competing priorities within a broad remit, and responding flexibly to changing requirements to ensure seamless operations.

The position will be based at The Football Foundation’s head office at Wembley Stadium and requires 2 visits per week to the office, dependent on business need, in addition to attending two-day all team meet ups each quarter. The closing date for applications is 5^th May with first stage interviews taking place on the 15^th May.

Applications will be under constant review before the closing date, so please submit your application to our exclusive search agent, Robertson Bell. Apply now to be considered!

The Work Rights Centre is looking for an experienced solicitor to contribute to our growing employment rights programme by providing expert legal advice and casework, and supporting the wider development of the charity and our strategic goals.

This is an ideal opportunity for a candidate with a strong sense of justice, who values impact, teamwork, and the autonomy of working in a diverse and agile team. We can accommodate flexible and remote work, and offer 28 days of annual leave in addition to a winter holiday break. 

The role

As Employment Solicitor, you’ll provide excellent employment legal advice, and support the Head of Employment in supervising our two senior legal advisers. You’ll also use your expertise to create accessible public-facing legal information, deliver training to other advisers, and collaborate with colleagues in the policy team. This is a real opportunity to support vulnerable workers' individual and group claims, while contributing to systemic change.

About you

We seek a colleague who shares our mission to end in-work poverty by helping vulnerable workers find justice, and who has: 

• Three years PQE in the UK in employment law;

• Experience of working in a legal team, supervising and delegating work;

• Excellent case management skills, demonstrating an ability to quickly gather case facts, draft good case summaries, plan actions accordingly;

• Excellent client management skills, including courtesy, professionalism, an ability to set realistic expectations and keep the client informed of case progress;

• Knowledge of, and empathy with, the backgrounds and experiences of migrants and other vulnerable workers.

Please download the job description for full responsibilities and complete person specifications.

Prospectus is passionate about supporting organisations close to the frontline, and few organisations have greater impact on lives than this one. 

Personal debt and its consequences have an enormous effect on individuals and families alike. Our client works with partners to provide budgeting advice and support to try and alleviate these difficulties, working with service users to prepare detailed financial statements and explore ways of maximising income and reducing outgoings. Advisers in this organisation negotiate with creditors directly on behalf of clients; set up manageable and sustainable repayment arrangements and provide full casework services.
 
You will be the interface for advisers to ensure documentation and tasks are completed in a timely manner for the clients you are supporting by liaising with your clients, advisors and partner organisations.  Effectively, you will hold the hand of clients who are finding their journey to debt relief a challenge with a mix of empathy and support, but also with comprehension of the system, and what actions the client needs to take.. 

You will empower and support financial literacy of clients and will ideally be qualified as a Connect Money Mentor (CMA) or equivalent, and will be able to demonstrate an excellent understanding of the welfare benefit system and have experience of advising customers on benefits.

At a personal level you will also need to demonstrate resilience and the ability to, understand and empathise with clients from diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. You will also need to demonstrate a high standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information.

Due to the nature of this role, a DBS check would be run on successful candidates.  Please note this is a full -time role, Monday-Friday, 35 hours per week based on site 2 days per week.

If you are interested, please apply with just your CV in the first instance (in Microsoft Word format). We are reviewing CVs on an ongoing basis, so it is highly recommended to submit your application as soon as possible. 

As a specialist Recruitment Practice Prospectus is committed to building inclusive and diverse organisations, and welcome applications from all sections of the community. Prospectus invests in your journey as a candidate and are committed to supporting you in your application.

This exciting new role is perfect for a candidate who wants to deliver an immediate impact in their work and is enthusiastic about bringing people long with them, through a combination of:

• On-the-day supervision to our paid and voluntary staff across various workstreams.
• Conducting case review of debt issues (supported by our Quality of Advice and Case Review team) to ensure a gold standard in the quality of our advice.
• Playing a leadership role in nurturing partnerships, such as with council officers and specialist debt charities, to support our debt advice work and create pathways for client solutions.
• Shaping our directory of services for debt advice by supporting our leadership team to identify key areas of debt advice, desired client outcomes, and the steps required to resolve those client issues.
• Design and deliver training on debt issues to both paid and voluntary staff, as well as to community stakeholders.
• Supervise and monitor volunteers carrying out a small amount of casework where the client’s issue is of sufficient complexity to warrant engaging your expertise.
• Guaranteeing compliance with Financial Conduct Authority rules and regulations.
• Leading on research and campaign issues relating to debt and identifying where we can make a difference locally through our advocacy and case studies.

At Fuel Bank Foundation, we are united by a shared mission purpose: ensuring that no one must choose between heating and eating. Creating a United Kingdom free from fuel crisis. We exist to make it possible for everyone in the UK who prepays for energy to have sustainable access to the heat, light, and power they need to live a happy, healthy, and productive life. Every day, our work helps people facing fuel crisis, providing emergency financial support, practical and actionable advice, and long-term advocacy to create real, lasting change.

As part of the Fuel Bank team, you play a vital role in making this happen. We are committed to fostering a supportive, inclusive, and collaborative workplace where everyone feels valued and empowered. Whether you're working directly with those in need, behind the scenes supporting operations, or helping shape policy, your contributions make a real difference to the lives of the people we support.

Are you a natural team leader or strive to be one, do you have excellent communication skills? Do you thrive in a fast-paced, ever evolving environment, that manages customer queries and applications processing? Are you flexible, empathetic, and dedicated to delivering outstanding customer service? If so, this role is perfect for you.

As the Triage Team Leader, you will be responsible for managing the team’s daily operations and ensuring performance targets are met, in line with our mission to help and support our clients out of crisis. Your role will include leading and supporting triage advisers, conducting regular one-to-one meetings, overseeing resource allocation, and delivering quality assurance and coaching."

Key Responsibilities:

• Leading with Purpose: Support and guide our triage advisers, helping them meet their goals and deliver high-quality support. Hold regular one-to-ones to offer encouragement, feedback, and development.
• Using Resources Wisely: Ensure the team is well-organised and resourced so we can offer the best possible service to those who need us, when they need us.
• Championing Quality: Carry out regular quality checks and offer tailored coaching to help the team grow their skills and confidence, making sure every interaction counts.
• Keeping Track: Monitor and report on how the service is performing against both internal and external targets. Quickly raise any challenges or concerns with the Head of Customer Service and Advice to keep things running smoothly.
• Always Improving: Look for ways to strengthen our service and improve outcomes for people in fuel crisis, making sure we’re always learning and evolving.
• Stepping In When Needed: During busy times, lend a hand by speaking directly with customers facing fuel emergencies—carrying out needs assessments and ensuring they receive same-day support.

 Experience and Skills:

• Previous Advice Role: Experience in an advice role with an understanding of how to develop the support we offer.
• Team Leader/Senior Experience: Previous experience as a Team Leader or in a senior role is desirable but we are open to developing the right person.
• Phone-Based Experience: Preferably in a triage/advice role, but general customer service experience is also suitable.
• Empathy and Support: Demonstrated empathy with a strong desire to help and support customers.
• Attention to Detail: Strong administrative and reporting skills with a keen attention to detail.
• Continuous Improvement: A mindset focused on continuous improvement and service enhancement.
• Computer Literacy: Proficient in using computer systems and software.

What You’ll Receive in Return:

• Team Support: Join a supportive and collaborative team committed to your success.
• Enhanced Annual Leave: 27.5 days annual leave plus bank holidays, with the option to buy or sell additional days.
• Flexible Working: Enjoy a flexible schedule that supports a healthy work-life balance.
• Comprehensive Benefits:
  • Enhanced pension contributions.
  • Private healthcare and access to an Employee Assistance Programme.
• Training and Development: Benefit from a comprehensive onboarding programme and ongoing professional development opportunities.
• Equal Opportunities Employer: We are committed to fostering an inclusive and diverse workplace.

View complete job description at the provided link