Welfare benefit advisor jobs in Liverpool
About the Role
Do you enjoy helping people? Are you a compassionate and people-focused person? Do you want to make a real difference to the lives of people who are in problem debt and help them find a way forward?
The Debt Advice Caseworker will provide an in-person high-quality debt advice and casework service to the organisation’s clients.
The Debt Advice Caseworker will provide mentoring and support to their co-workers, which will help develop their skills and expertise in debt and money management service, ensuring they deliver our clients with the best possible service.
A demanding role, whereby the Debt Advice Caseworker will have the ability to understand and deal with complex information.
They will work collaboratively with their team, management and external organisations.
Flexibility is a key characteristic of all our posts, and the post-holder may be asked to carry out other tasks consistent with the grade from time to time.
Requirements
To be appointed as a Debt Advice Caseworker, you will need to have:
1. Knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options and insolvency solutions.
OR
To be appointed as a Trainee Money Advice Caseworker, you will need to have knowledge of advice areas and money advice issues and have experience of giving advice. We’re not looking for the finished article, if you have the right attitude then we can help to develop your skills.
2. Experience of achieving performance and quality targets/KPIs.
3. Ability and willingness to undertake training and development to comply with Money and Pensions Service and Citizens Advice quality standards.
4. Effective oral/written communication skills and be numerate to the level required by the tasks.
5. Ability to prioritise own work, meet deadlines, manage workload and targets in a pressured environment.
6. An ordered approach to casework and an ability and willingness to follow and develop agreed procedures.
7. IT literacy with an ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials.
8. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.
9. Ability and willingness to work as part of a team.
10. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equalities and diversity policy
11. Ability to work across different sites within Liverpool.
12. Institute of Money Advisers Certificate in Money Advice Practice or MaPS Caseworker accreditation equivalent.
Equality and Diversity:
All staff members are expected to demonstrate a commitment to equality and diversity. We recognize and celebrate the positive value of diversity, promote equality and challenge discrimination.
Responsibilities:
- Provide a casework service covering the full range of debt and money management advice, including debt relief orders, bankruptcy, and debt management plans.
- Deliver our service by a range of methods required, including telephone/digital channels, drop-in sessions, appointments, outreach work, and home visits.
- Act for clients where necessary; this includes drafting letters, budgets, financial statements, and negotiating with third parties.
- Ensure income maximisation through the take up of appropriate welfare benefits.
- Prepare and present cases to statutory bodies, tribunals, and courts when required.
- Assist clients with issues, where they may be an integral part of a case, and refer them to the appropriate agencies and advisers.
- Maintain standards of service delivery and ensure that casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the Money and Pensions Service Advice Quality Framework.
- Comply with systems for monitoring and reporting purposes.
- Work collaboratively with colleagues to ensure that the service area meets key performance indicators and targets.
- Assist in the smooth running of the organisation and provide emergency cover for other parts of the service when necessary.
- Analyse and interpret complex information, communicating this effectively in writing with particular emphasis on negotiation and representation.
About us
Citizens Advice Liverpool is a charity that provides free, confidential and impartial advice to people who live and work in the city. We depend on a workforce of paid staff and over 120 trained volunteers. We give people the knowledge and the confidence they need to find their way forward – whoever they are, and whatever their problem. We are the leading provider of advice and advocacy services in Liverpool and have helped clients with over 106,000 issues in 2022/2023.
CAL have achieved accreditation with the Workplace Wellbeing Charter, showing we are committed to improving the health and wellbeing of our workforce. We've also gained an award for outstanding contribution by an employer to workplace health and wellbeing 2022 by Merseycare NHS Foundation Trust.
We've gained awards from Citizens Advice National recognising our Advising Margainalised Communities Team for championing equity, diversity and inclusion in both 2021 and 2021. We were also named volunteer team of the year in 2022.
Thank you!
At Alzheimer's Society, we're a team of advisors, supporters, fundraisers, researchers, and advocates, united by one purpose: to make life better for everyone affected by dementia. Everything we do must be worthy of that purpose. That's where you come in.
Please note that the internal post title will be known as Company Secretary and Governance Lead.
We're looking for a Company Secretary and Governance Lead to play a vital leadership role in ensuring our registered charity operates to the highest standards of governance, transparency, and integrity. This isn't just about compliance. It's about enabling an organisation to do its best work for the people who need it most.
Reporting directly to the Chief Operating Officer and working closely with the Chair of the Board of Trustees, Chief Executive, Executive Leadership Team, and Board Committees, you'll shape and strengthen our governance framework, creating the conditions for confident, informed decision-making that supports delivery of our strategy and our impact. If you're a strategic governance leader who combines technical expertise with strong relationships and a genuine belief that good governance matters, we'd love to hear from you.
Key Responsibilities
- Act as Company Secretary for Alzheimer's Society and its subsidiaries, ensuring compliance with Charity Commission and Companies House requirements.
- Provide trusted, expert advice to the Chair, Board of Trustees, and Executive Leadership Team on their legal, fiduciary, and regulatory responsibilities.
- Oversee governance arrangements, ensuring effective information flow and clear decision-making structures across the organisation.
- Develop and lead a team of governance professionals, fostering a culture of high performance, collaboration, accountability, and inclusivity.
- Lead the design and continual improvement of our governance framework, embedding transparency, accountability, and evidence-based decision-making at every level.
- Serve as Whistleblowing Officer for the Society, championing integrity and openness in all governance processes.
- Support the governance team to deliver efficient Board and Committee meetings, forward planning, and statutory reporting.
- Build strong relationships across the organisation, helping teams see governance and compliance as enablers of effective, ethical leadership, not obstacles to it.
About You
You're a confident, collaborative leader who brings professional rigour without losing sight of people. You know how to advise senior leaders with authority and earn trust at every level. You can hold the big picture and the detail at the same time, and you genuinely care about the organisation you work for.
We're looking for someone who can:
- Demonstrate a strong track record of advising Boards and senior leaders on governance, compliance, and organisational risk.
- Bring excellent knowledge of charity law, company law, and the UK governance landscape.
- Communicate complex information clearly and credibly, whether to lawyers, trustees, or people who've never read a governance report in their life.
- Lead with authenticity and integrity, building trusted relationships across all levels.
- Drive continuous improvement, simplifying processes and fostering a culture of learning and accountability.
- Lead and develop a small team, championing their collaboration and professional growth.
- Model Alzheimer's Society's values of Determination, Better Together, Compassion, and Trusted Expertise in everything you do.
This role is home-based with occasional travel across England, Wales, and Northern Ireland.
Important Dates:
- The deadline for applications is 23:59 on Sunday 1st March 2026.
- Interview invites will be issued from 2nd March 2026.
- First stage interviews will take place across W/C 2nd March and 9th March 2026.
- The Involvement (lived experience) Panel will take place W/C 16th March 2026.
- The Competency Panel interview will take place at our Crutched Friars London office, with dates to be confirmed.
- Shortlisted candidates will have the opportunity to meet virtually with our Chair of the Board of Trustees prior to any offer of employment.
About Alzheimer's Society
Dementia is the UK’s biggest killer. One in three people born in the UK today will develop dementia in their lifetime.
At Alzheimer’s Society, we’re the UK’s leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.
Together with our supporters, we’re working towards a world where dementia no longer devastates lives.
Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.
Our commitment to Equity, Diversity, Inclusion & Belonging
We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society.
Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people.
Our hiring process
During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply.Please also contact Alzheimer’s Society Talent Acquisition Team for application support or any adjustments you might need.
To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.
We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.
We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a DBS check at the relevant level.
Giving back to you
Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society.
You can also visit our Working for Us pages, which give you more information about what it’s like to be an employee at the Society.
Registered Charity
More than 1000
Alzheimer’s Society is the UK’s leading dementia charity.
The client requests no contact from agencies or media sales.
Thank you!
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!
What if your expertise in cash management, forecasting, and banking relationships could be the driving force behind one of the UK's largest charities maintaining the financial stability needed to end the devastation caused by dementia? As Treasury Manager at Alzheimer's Society, you'll ensure we can confidently meet our commitments to people affected by dementia by managing our cash flow, income streams, and reserves effectively.
About the opportunity
As Treasury Manager within our Finance & Assurance directorate, you'll own our Treasury and Accounts Receivable functions, playing a vital role in our financial sustainability. You'll monitor our cash position, forecast cash flow across diverse income streams from online fundraising platforms to direct donations and community collections, and manage banking relationships to ensure we optimise our working capital and invest our reserves wisely.
This isn't a back-office role. You'll be a highly visible partner to budget holders and business partners across the organisation, providing the treasury insights that enable confident financial planning and investment. You'll ensure we have the liquidity needed to support our work as income flows in from our incredible fundraisers, navigating the complexities of restricted and unrestricted funds to safeguard every pound raised and maximise our impact.
Using data and metrics as your tools, you'll drive performance improvements while supporting the development of our Accounts Assistants team. Your ability to balance rigorous treasury controls with collaborative partnership will be essential to success in this role.
This role will focus approximately 80% on Treasury and 20% on Accounts Receivable.
About you:
You're an experienced treasury professional who enjoys using forecasting and data to provide strategic financial insights. You excel at optimising cash positions and working capital, and you can translate complex treasury information into clear, practical guidance for budget holders and business partners. You bring fresh thinking to treasury challenges and understand that strong cash management enables organisations to achieve their goals.
You'll have:
- Proven treasury or cash management experience in a medium to large organisation, including cash flow forecasting, cash positioning, and banking relationship management.
- Effective forecasting and analytical skills with the ability to model scenarios and provide strategic cash insights to support decision-making.
- Experience managing banking relationships, optimising cash deployment, and working with multiple bank accounts and treasury systems.
- Track record in managing end-to-end accounts receivable processes, including invoice generation, reconciliation, and collections.
- Ability to develop and motivate teams using a high challenge, high support approach, particularly those undertaking professional development.
- Good communication and influencing skills, with proven ability to build effective relationships with stakeholders and colleagues across departments.
- Proficiency in MS Office, particularly Excel, with strong ability to analyse, interpret and present financial data effectively.
- Understanding of financial accounting systems and how they integrate with treasury operations; charity sector experience is beneficial but not essential.
What you'll focus on:
- Managing treasury operations including monitoring daily cash position, forecasting cash flow, and optimising cash deployment across the organisation.
- Owning banking relationships, negotiating terms with financial institutions, and ensuring efficient payment and receipting processes.
- Producing cash flow forecasts and treasury reports that inform executive decision-making and enable strategic investment planning.
- Managing end-to-end accounts receivable processes from invoice generation and account reconciliation to debt recovery and customer service.
- Driving performance through data by owning and reporting on key treasury and AR metrics, using insights to deliver continuous improvement.
- Leading and developing the Accounts Assistants team, creating a culture of high challenge, high support, and professional growth.
- Strengthening controls by proactively identifying treasury risks, process inefficiencies, and implementing effective solutions.
- Working collaboratively across directorates to improve financial practice and ensure robust, efficient operations.
Are you ready to bring strategic treasury expertise to a mission-driven organisation? Can you combine technical cash management precision with collaborative energy to ensure our financial operations enable us to focus on ending the devastation of dementia?
Rolling applications
We are accepting applications on a rolling basis for this role. There is no fixed deadline. We will continue to review applications until the role is filled. We encourage you to apply as soon as possible, as we may close the vacancy once we've made a successful appointment.
About Alzheimer's Society
Dementia is the UK’s biggest killer. One in three people born in the UK today will develop dementia in their lifetime.
At Alzheimer’s Society, we’re the UK’s leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.
Together with our supporters, we’re working towards a world where dementia no longer devastates lives.
Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.
Our commitment to Equity, Diversity, Inclusion & Belonging
We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society.
Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people.
Our hiring process
During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply.Please also contact Alzheimer’s Society Talent Acquisition Team for application support or any adjustments you might need.
To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.
We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.
We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a DBS check at the relevant level.
Giving back to you
Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society.
You can also visit our Working for Us pages, which give you more information about what it’s like to be an employee at the Society.
Registered Charity
More than 1000
Alzheimer’s Society is the UK’s leading dementia charity.
The client requests no contact from agencies or media sales.