35 Debt quality advice manager jobs

Citizens Advice Croydon is a leading provider of legal advice and information, supporting thousands of clients every year.  We deliver high quality advice and are looking for someone who will be committed to delivering excellent customer service and working to the highest standards.

The successful candidate will ideally have completed the Citizens Advice Energy training and/or the NEA Level 3 City and Guilds Level Energy Awareness training.  However, if you have at least one year's experience of providing generalist advice, particularly welfare benefits, debt or housing advice, then this role could be a development opportunity for you.

In this role you will assess each client's situation in depth, identifying the most appropriate strategies to support with energy related matters, including exploring every opportunity to maximise income.  Energy advice includes the following types of support: 

• checking and understanding utility bills and tarriffs
• energy saving tips
• energy efficiency measures
• reading and understanding meters/smart meters
• energy debt management and crisis support
• winter fuel payments
• warm home discounts
• priority services register

You must be confident in providing advice to clients on an individual basis as well as through group activity such as energy workshops.

We offer a warm and friendly working environment, hybrid working arrangments, generous leave and other staff benefits and the opportunity to develop professionally.

The Assist Team Manager is responsible for the end-to-end delivery of operational advice service contracts managed by Auriga and is responsible for effectively managing individual and team performance.

Responsibilities: 

• Management: You will line manage a team of direct reports, including setting clear objectives aligned to corporate strategy, conducting performance reviews, dealing with HR issues, providing support, coaching and technical supervision.Identify training needs and provide opportunities for team members to develop their skills and knowledge 

• Performance monitoring: Drive your teams individual and overall performance through monitoring, training, coaching and where needed the implementation of performance improvement plans.

• Resource Planning: Optimising resources in the Assist team, to ensure high quality, efficient and a cost-effective service. Effectively forecast the required FTE to achieve contractual requirements and assign tasks and monitor to ensure completed in a timely manner.

• Culture: Create a positive and engaging work environment that motivates team members to perform at their best 

• Contract Management: Contract delivery and onboarding of advice service contracts held by Assist, ensuring SLA’s and KPI’s are achieved. To include stakeholder management and regular reporting on performance; 

• Process Improvement and innovation: Identify and implement continuous improvements to process to ensure we are effective and efficient in our operations, to improve the customer journey of our beneficiaries, and to better achieve business objectives.
  
  Requirements: 

• At least two years’ experience of managing people, preferably within an advice sector setting, and be able to demonstrate a proven track record of success

• Experience of delivering outstanding customer service and process improvement, and be able to demonstrate the impact that you have achieved

• Demonstrable experience of managing teams remotely, using technology to support 

• Ability to demonstrate your leadership skills, and ability to motivate and manage the performance of your team, encourage them to achieve their full potential

• Excellent communication skills both verbal and written and be able to use your communication skills to create healthy relationships with your team and others. 

• The ability to work under pressure, manage and plan own workload and plan the workload of your team 

• Experience of managing contract performance and achieving excellent performance against SLA’s and KPI’s, be able to identify and react to any areas of concern and address 

• A good working knowledge of welfare rights and debt advice practices 

About the role

As a Macmillan Money and More caseworker, you’ll be delivering high quality, holistic and efficient advice to people affected by cancer across welfare benefits, employment, debt prevention and related areas. The role combines high volume casework with early intervention advice and signposting so that clients receive the right support at the right time. Advisors will work across multiple channels, providing accurate information, practical assistance and seamless referrals into specialist support where required. The role will include face-to-face appointments across East and West Sussex where necessary. 

What you’ll bring 

You are an empathetic communicator who explains complex information simply.  As a resourceful and adaptable caseworker, you’ll effectively manage a caseload and be focussed on achieving great outcomes for people at a vulnerable time in their lives.  You must be a team player, open to feedback and keen to learn quickly.  Specialist welfare benefit experience is an advantage, but full support and training is available for candidates who can demonstrate they will be able to move through training at pace.

DBS required for this role.

How to apply

You will need to fill in an application form, addressing the person specification.   We reserve the right to close the advert early so don’t wait, apply now so you become part of our growing team.

Salary - Grade 3 - £32,585 per annum

Contract- Fixed term until 30th June 2027 

Location- Blackburn Central Library with outreach work in Lancashire

Hours- Part time - 28 per week

Closing date: Sunday 20thSeptember 2026 at 11:30pm

Do you have experience of providing debt advice and advocacy? Then join Shelter as a Debt Adviser and you could soon be playing a vital role in standing up to the housing emergency.

About the role

Your role will manage a varied caseload providing high quality debt and housing related advice and support. You will need to work flexibly across the Lancashire area, including Blackpool. Working with clients you will do an initial needs assessment and develop support/case plans with aim of maximising their income by reducing outgoings, assessing affordability, setting up budgeting plans, helping to secure a home and repay debts.

We are happy to talk about flexible working, personal growth, and to promote a workplace where you can be yourself and achieve success based only on your merit.

About you

You will need experience of providing debt advice and advocacy and the ability to carry out casework related interviews, maintain detailed case records and deliver group workshops and presentations. You will need the ability to communicate effectively with a wide variety of stakeholders, particularly those with lived experience of homelessness, as well as collaborating with people from other teams and organisations.

Benefits

We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme.

About the Team

Lancashire hub’s local community priorities are homelessness and temporary accommodation, social housing and private rented sector and individuals and communities living in poverty.

About Shelter

Home is a human right. It’s our foundation and where we thrive. Yet every day millions of people are being devastated by the housing emergency.

We exist to defend the right to a safe home. Because home is everything.

We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve.

Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist.

How to Apply

Please submit your work history and a supporting statement with responses to the first four 'About You' points outlined in the job description. The supporting statement should be no more than 1500 words in total. Please provide specific examples following the STAR format and ensure you demonstrate how you address the behaviour below throughout your responses:

• We prioritise diversity and have an inclusive and open mindset

Any applications submitted without a supporting statement will not be considered.

Safeguarding Statement

Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies.

Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.

In this role you are responsible for day-to-day operational activity across both finance and HR functions, working closely with the Finance Officer and reporting to the Head of Finance (with ‘dotted line’ reporting to Director of Finance and Operations in respect of HR activity). 
The role requires effective use of systems to enable efficient processes, with responsibility for data held on the HR system and management of routine employee related processes including recruitment and onboarding. The role also shares responsibility for processing invoices and payments on the finance system, responding to queries from colleagues and 3rd party partners. You will provide support for Head of Finance and Director Finance and Operations where required, including data analysis, reporting and preparation of returns across both finance and HR remits.

How to apply
To apply for this role please send your CV and cover letter (maximum two pages) including responses to the three questions below:
1. Tell us about a time when you identified a process that could be improved or made more efficient. How did you approach making the change, and what did you do to ensure the process was accurate, consistent and effective?
2. Describe a situation where you had to handle sensitive financial or employee information while also resolving a difficult or confidential issue. What approach did you take?
3. Give an example of when you have had to manage competing priorities. How did you decide what to do first, and how did you ensure important deadlines were met?

HR and Recruitment
• Maintain accurate data on our HR system including starters, leavers, holiday and other absences
• Report on key employee metrics including sickness absence, holiday, TOIL, diversity
• Support line managers with recruitment activity including making effective use of the Applicant Tracking System to ensure a good candidate experience and to report recruitment metrics to enable continuous improvement
• Manage onboarding for new starters including reference requests, pre-employment checks, induction processes
• Coordinate arrangements for training sessions for staff
• Support Head of Finance with monthly payroll processes
• Support Director of Finance and Operations in maintaining and publicising HR policies, keeping the Employee Handbook current
• Maintain up to date employee guides and templates for key HR processes including appraisals, mid year reviews, recruitment, induction, flexible leave

Finance Administration
• Maintain appropriate employee access to Finance Systems, including being able to claim staff expenses and raise sales invoice requests, and support employees in using these systems. 
• Respond to queries in the central accounts mailbox, liaising with internal and external stakeholders.
• Support Head of Finance and Finance Officer with Purchase Ledger, including posting and payment of supplier invoices in a timely manner, ensuring accurate coding and authorisation in line with limits, maintenance of supplier accounts, reconciliations and remittances.
• Support Head of Finance and Finance Officer with management of company credit cards and virtual cards, including reconciling statements and accurate posting to the ledger. 
• Assist in raising sales invoices and accurately recording income. 
• Assist with Credit Control, chasing overdue debts and reporting to the Head of Finance.
• Support Head of Finance with analysis of financial data from the finance system (Xero) for reporting and other ad-hoc purposes
• Assist in maintaining up to date procedures. 

There is an opportunity to attend theatre press nights where appropriate and to take advantage of trade tickets when offered

This role sits within the Finance and Operations team whose focus is to ensure the organisations operate as effectively and efficiently as possible. Our team operates across Finance, HR, Technology, Facilities and Compliance, to ensure that systems and processes are set up which promote smooth delivery and support the work of the organisations. This includes adherence to regulatory requirements and best practice standards

Citizens Advice Stevenage is an ambitious and innovative member of the Citizens Advice network. We have expanded our services and offering to meet the increased demand in the area, doubling in size over the last few years. 

As a positive subsequence, we are looking for a Head of Finance & Business Support, who will become a core member of the Senior Leadership Team, responsible for overseeing the financial stewardship of Citizens Advice Stevenage. To lead on financial governance, business support operations, and compliance, ensuring the organization operates sustainably and meets all legal and regulatory obligations. The role is pivotal in safeguarding the charity's financial integrity, supporting strategic decision-making, and enabling effective service delivery. 

Financial Leadership 

• Prepare, review, and present draft and final budgets for approval by the board, ensuring timely submission of financial information to the CEO and Trustee Board. 

• Oversee financial reporting processes, ensuring accuracy, transparency, and compliance with regulatory standards, including variance analysis and annual balance sheets, ensuring timely submission of financial information to the CEO and Trustee Board. 

• Manage the reserves policy, ensuring regular review and alignment with operational needs and financial risks. 

• Identify and manage financial risks, ensuring integration into the organization’s risk register and adherence to appropriate mitigations.

• Ensure that the day-to-day finance and back-office function is high performing and compliant, safeguarding effective and efficient financial management processes. 

• To co-ordinate the proactive and timely dissemination of high-quality financial information to services, the CEO, and Board such as annual budgets, monthly management accounts, cash flow analysis, financial forecasting and monthly business performance figures.

• To ensure that the organisation has in place, robust and compliant financial systems and procedures; and that these are complied with by all budget holders, ensuring that any oversights are fully investigated and reported upwards as necessary.

• To lead on the preparation of statutory accounts, provide year end accounts, provide appropriate support and assistance to the organisation’s auditors and delivery of recommendations arising from the Audit process.

• To ensure that all statutory returns are complete in a timely and effective manner, including those in relation to VAT, PAYE, NIC and SSP, and that appropriate compliance dates are met for the Charities Commission and Companies House.

• Oversee the transactions, activities and processes of the external payroll provider.

• To monitor and advise on current and future tax legislation, with a view to optimisation.

• To support service managers in the preparation of bids and contract negotiations and provide financial activity analysis and reports in line with specific project reporting requirements.

• To monitor, report and make recommendations regarding the Investment and Reserves Policy to the Board.

• To oversee the payroll function to ensure employees are paid in an accurate and timely manner.

• To monitor and control creditors and debtors, ensuring invoices are paid on time and the risk of bad debts is minimised.

Compliance and Risk Management 

• Ensure compliance with all applicable regulatory frameworks, including the Charity Commission, Companies House, FCA, ICO, and other relevant bodies. 

• Maintain and regularly review financial systems, controls, and policies, ensuring they are effectively implemented and aligned with legal requirements. 

• Conduct due diligence for pension, redundancy, and other liabilities, ensuring plans are in place for management and mitigation. 

• Support the trustee board in understanding risks related to projects and contracts, providing assurance of compliance with funders’ requirements. 

• To lead on the Risk Management process, advising the CEO and managers on risk matters, and reviewing the risk register on a regular basis, reporting to the Board of Trustees.

• To check, amend and monitor the Financial Procedures Manual; reporting material breaches to the CEO and Board of Trustees, as required/in-line with governance.

• Working with the senior leadership team monitoring and updating Insurance matters as required, reporting to the CEO and Board of Trustees.

Business Support Operations 

• Lead on organisational business continuity planning, ensuring resilience during crises and alignment with the charity's objectives. 

• Oversee the development, implementation, and review of key policies, ensuring they reflect legal obligations and organisational values. 

• Manage IT systems and cybersecurity measures to protect organisational data and operations, ensuring compliance with standards such as Cyber Essentials. 

Strategic Contribution 

• Provides proactive strategic financial advice and guidance to the Trustees and wider leadership team, monitoring and reporting on the financial performance against agreed targets, identified risks and key performance indicators. 

• Provide financial and operational insights to inform strategic decision-making and long-term planning. 

• Foster a culture of continuous improvement and financial accountability across the organisation. 

• Funding strategy: Support the CEO and board to regularly review the sustainability of its income sources and their impact on achieving charitable purposes in the short, medium and longer term.

• Work with the CEO and Head of Impact and Development to prepare the funding strategy that should go beyond immediate budgetary considerations and look at the wider funding landscape. The organisation needs to understand potential emerging opportunities and the organisation's readiness to pursue them. 

Team and Stakeholder Engagement 

• Build and maintain effective relationships with trustees, funders, regulators, and key stakeholders, to ensure that Citizens Advice Stevenage meets its financial, regulatory and legal obligations. 

• Provide leadership and support to finance and business support teams, ensuring professional development and effective performance management. 

People management and development  

• Develop and implement a culture of continuous learning that will equip and develop people to deliver outstanding delivery. Responsibility for the training and development plan for the Finance and Business Support ensuring it is in effective operation including maintaining records of training needs identified and training attended.  
   

• Working with the rest of the leadership team ensure the organisation delivers a fair, inclusive, equitable and transparent employee and volunteer experience, taking account of our EDI aims and in line with employment law and the Equality Act 2010. 
   

• Ensure Open and timely communication that provides information about the organisation and context for decisions that are made, helps to build trust and confidence and earn legitimacy. 
   

• Ensure the effective performance management and development of staff through regular supervision sessions, appraisals and learning and development.  
   

Person Specification 

• ACA/ACCA/CIMA Qualified, CPE up to date.

• Strong financial management experience at a similar level within the charity/not for profit sector 

• A proven track record of leading, developing and inspiring small teams 

• Experience of strategic business & financial planning, forecasting and budget management. 

• Sound experience of producing month-end management accounts and audited year-end financial accounts 

• Experience of managing and using financial systems 

• A working knowledge of relevant legislation (regulatory, legal and financial) in the context of a charitable organisation 

• Experience of managing change and change programmes 

• A track record of initiating, leading and managing associated risks 

• Strong influencing, negotiating and collaborative working skills, with the ability to present complex financial information clearly and concisely in writing or verbally 

• Confident IT skills; confident using Microsoft Office applications, especially Excel

• Experience designing and introducing new financial processes, procedures and reports

• Working knowledge of QuickBooks software [advantageous]

• Experience working with a Board of Trustees [advantageous]

• Understanding of Charity Commission and Companies House reporting requirements

• Project and/or professional services experience

• Understanding of Charity Law

• Experience of working in the not-for-profit sector

• Understanding and experience using the Charity Governance Code

• Experience in working with Charity SORP

• Legal experience – as so far as they can scrutinise and review basic contracts and their revenue recognition requirements and VAT implications

• Strategic and forecasting experience

Role Profile 

An exciting opportunity has arisen for someone with great interpersonal skills and a thorough knowledge of social welfare advice to join our expanding supervisor team. This could be the perfect opportunity for an experienced adviser to take the next step in their career, and to be part of a dynamic team who think on their feet and are passionate about making a difference in our community.

You will be responsible for the supervision, quality and performance of a team of staff and volunteers. This busy and varied role will rely on your ability to bring out the best in the team as well as to ensure the highest quality of advice across our many and varied projects. 

About us 

Citizens Advice Barnet is a local charity giving free and confidential advice to everyone who lives, works, or studies in Barnet. We are an independently registered charity, a member of the Citizens Advice network, and a London Legal Support Trust Centre of Excellence. We offer generalist advice on debt, work, benefits, immigration, housing and more and specialist casework on benefits, debt, and immigration. Last year we helped 10,700 people with over 45,000 problems and achieved financial outcomes for clients totally over £6.9 million. 

Benefits We Offer:

• Dedicated resources to focus on wellbeing including Employee Assistance Programme services and access to free counselling & Mental Health First Aiders
• 25 days Holiday plus Bank Holidays and additional days over Christmas break
• Option to buy additional leave
• Employer pension contribution
• An organisation that offers Flexible working 
• Blue Light Card – hundreds of discounts at high street retailers etc.

Closing date of applications –Friday 11 September 2026 at 5.00pm

Interviews: We will interview on a rolling basis and reserve the right to close the applications earlier if suitable candidates are found. Early applications are encouraged.

Telephone Adviser

Location: Doncaster (Office Based)
Salary: £27,000 per annum
Hours: 37 hours per week, Monday to Friday, 10:30 - 18:30
Contract: Fixed Term until 31 October 2028 (2 years) 

Closing Date: 18/09/26

Make a difference when people need it most

Citizens Advice Doncaster Borough is launching an exciting new service, Energy Advice Anytime, designed to make energy advice more accessible for people facing rising energy costs, fuel poverty and financial hardship.

We are looking for a dedicated and empathetic Telephone Energy Adviser to become the first point of contact for residents seeking energy-related support.

This is an exciting opportunity to join a newly funded project that will help thousands of local households access timely, practical and independent advice.

About the role

As our Telephone Energy Adviser, you will provide energy advice at first point of contact, helping clients understand their options, resolve straightforward issues and access further support where needed.

You will use your listening skills and problem-solving abilities to identify clients' needs, provide accurate information and ensure that no one is left without access to support.

This role focuses primarily on light-touch energy advice, triage and first-contact resolution, helping people before problems escalate. 

 

Key responsibilities

• Provide telephone-based energy advice and information to clients.

• Carry out initial assessments and identify energy-related issues.

• Explain energy bills, tariffs and available support schemes.

• Provide energy saving and affordability advice.

• Identify vulnerable clients and those at risk of fuel poverty.

• Complete client records accurately using our case management system.

• Make referrals for in-depth advice where specialist intervention is required.

• Support service targets and performance monitoring requirements.

• Deliver a high-quality service in line with Citizens Advice quality standards.

About you

We are looking for someone who:

• Has experience of providing advice, customer support or community-facing services.

• Is confident communicating with people from a wide range of backgrounds.

• Has excellent telephone and listening skills.

• Can manage a busy workload and maintain accurate records.

• Is committed to equality, diversity and inclusion.

• Understands the challenges facing people experiencing financial hardship.

• Shares the values of Citizens Advice.

Desirable

• Experience of energy advice, welfare benefits, debt advice or housing advice.

• Knowledge of fuel poverty and energy affordability issues.

• Experience using case management systems.

What we offer

• Full training and ongoing support.

• Opportunity to gain a City & Guilds Level 3 Energy Awareness qualification.

• Flexible and supportive working environment.

• Access to Citizens Advice learning and development opportunities.

• The chance to make a real difference to local people facing financial hardship.
  
   

 

About Citizens Advice Doncaster Borough

Citizens Advice Doncaster Borough provides free, confidential, impartial and independent advice to help people overcome the problems they face. Through the Energy Advice Anytime project, we are expanding access to energy advice through innovative and flexible delivery models to reach more residents, reduce fuel poverty and improve financial resilience across our communities. 

Citizens Advice Doncaster Borough values diversity, promotes equality and challenges discrimination. We welcome applications from all sections of the community.

Location: St Leonards-on-Sea and outreach venues

Closing: Friday 16th October, or earlier if a suitable candidate is found

Join Citizens Advice 1066 to help people build a more secure future

Citizens Advice 1066 is looking for a compassionate and motivated Financial Wellbeing Adviser to work in partnership with Seaview Project, supporting people who are experiencing homelessness, at risk of homelessness, or moving into settled accommodation.

This is an opportunity to join two well-established local organisations working together to help some of the most vulnerable people in our community. By providing practical advice, support and advocacy, you'll help clients improve their financial wellbeing, maximise their income, manage debt and develop the skills needed to maintain independent living.

About the role

Working closely with Seaview staff, housing providers and partner agencies, you'll deliver specialist financial inclusion support using a person-centred and trauma-informed approach. You'll build trusted relationships with clients facing a range of challenges, including homelessness, poor mental health, substance misuse, social exclusion and financial hardship

What you'll be doing

●  Providing advice and casework on welfare benefits, debt, budgeting and financial capability.

●  Supporting clients to maximise income through benefits, grants and other financial assistance.

●  Helping people manage rent, household bills and debts to maintain stable housing.

●  Carrying out holistic assessments and developing support plans.

●  Working collaboratively with Seaview, housing providers and other local services.

●  Advocating on behalf of clients and helping them access specialist support.

●  Maintaining accurate records and contributing to high-quality service delivery.

We're looking for someone who:

●  Has knowledge of welfare benefits, debt and financial inclusion.

●  Has experience supporting vulnerable adults through advice, support or casework.

●  Understands the challenges associated with homelessness, poverty and social exclusion.

●  Can build trust and engage effectively with people who may be reluctant to access support.

●  Has strong communication, organisational and advocacy skills.

●  Is committed to delivering person-centred, non-judgemental support.

What we offer

●  31 days annual leave including bank holidays (rising with service). Pro rata for part-time.

●  Employer pension contribution

●  Employee wellbeing support

●  TOIL scheme

●  Training and development opportunities

●  A supportive and inclusive workplace

This role is subject to an Enhanced DBS check.

Interested in joining us? Visit our website via the Redirect button to download the full job pack and application form.

Please note: We do not accept CVs. Applications must be submitted using our application form.

About Perennial

Perennial is the UK's only charity supporting everyone working in or retired from the horticultural community.

Working in horticulture isn't always straightforward. Challenges such as seasonality of work, physical injury, isolation, ill-health and financial hardship can arise when least expected.

As the charity for the industry, Perennial has a unique understanding of these challenges. Our free and confidential support services help horticulturists and their families navigate difficult periods in their lives through practical, financial and emotional support. Delivered through a network of caseworkers, debt advisers and wellbeing services across the UK, our work helps individuals and families build resilience and find stability during times of crisis.

At the heart of our work is a commitment to helping people in horticulture thrive. By offering the right support at the right time, we strengthen wellbeing, improve financial security, support family relationships and help people remain connected to the industry they love.

Alongside our support services, Perennial operates a select number of gardens and learning environments that help develop horticultural skills and careers, ensuring the long-term sustainability of the sector.

For more than 185 years, we have been helping people build better lives within horticulture.

The Opportunity

This is an exciting opportunity to shape and grow Perennial's trusts and foundations fundraising programme.

Our current trust income is modest but established, with a loyal group of family trust supporters generating circa £50,000–£60,000 annually against a growing pipeline of opportunities. We have recently strengthened our Services Directorate, creating a culture where colleagues are increasingly developing new projects and approaches that have strong potential for charitable funding.

We believe there is significant untapped opportunity within both our existing services and emerging projects. From advice and advocacy services to health, wellbeing, family support and employability programmes, Perennial delivers work that aligns strongly with the priorities of many charitable trusts and foundations.

This role is as much about developing fundable opportunities as it is about writing applications. We are looking for someone who enjoys building as well as managing; someone capable of identifying opportunities, developing persuasive cases for support and helping colleagues transform strong and growing service delivery into compelling funding propositions.

The successful candidate will have the opportunity to build a trusts and foundations programme with genuine growth potential and play a key role in unlocking significant future income for Perennial.

Purpose of the Role

To develop and grow income from charitable trusts and foundations by identifying opportunities, building meaningful relationships and securing significant grants for both core services and project-based activity.

The postholder will play a key role in strengthening Perennial's readiness for trust fundraising by helping colleagues develop projects, articulate impact, evidence need and create compelling cases for support.

A central aspect of the role will be collaborating with teams across the organisation to bring our work to life for funders, helping colleagues translate their expertise, ideas and service delivery into attractive and fundable propositions.

The successful candidate will maximise support from Perennial's existing trust and foundation partners whilst developing a strong pipeline of new funders capable of supporting both current services and future strategic priorities. They will also work with senior colleagues to develop compelling narratives around organisational sustainability, long-term impact and the strategic use of charitable resources.

Key responsibilities

Trusts & Foundations fundraising

• Develop and deliver a trusts and foundations fundraising strategy.
• Build and manage a pipeline of charitable trusts, foundations and institutional funders.
• Prepare high-quality funding applications, proposals, expressions of interest and cases for support.
• Research and identify new funding opportunities aligned with Perennial's strategic priorities.
• Manage funder stewardship, reporting and grant compliance requirements.
• Maintain accurate records of applications, reporting deadlines and relationships within the CRM.
• Monitor income performance and provide regular pipeline and forecasting reports.

Project development

• Collaborate with teams across the organisation to bring our work to life for funders.
• Support colleagues to identify, shape and develop fundable projects and services.
• Work closely with service leads to gather impact data, outcomes, beneficiary stories and evidence of need.
• Help develop funding propositions ranging from small service enhancements to larger strategic initiatives.
• Ensure projects are clearly costed and supported by realistic budgets and outcomes frameworks.

Relationship management

• Develop strong relationships with new and existing funders.
• Create tailored stewardship plans for key supporters.
• Arrange visits, presentations and meetings with prospective funders.
• Act as a trusted internal adviser on trusts and foundations fundraising.

Strategic development

• Work with senior colleagues to develop compelling narratives around Perennial's financial position, reserves and long-term sustainability.
• Identify opportunities for multi-year and transformational funding.
• Monitor trends in trusts and foundations funding and advise on emerging opportunities.

 

Person Specification

Essential

• Proven track record of securing significant grants from trusts and foundations.
• Experience managing a trusts and foundations pipeline.
• Excellent proposal and bid-writing skills.
• Experience developing compelling cases for support.
• Strong relationship management and stewardship skills.
• Ability to translate complex services into fundable propositions.
• Experience working with project budgets and impact reporting.
• Strong organisational and prioritisation skills.
• Experience using fundraising CRM systems.
• Ability to work independently and collaboratively across teams.

Highly desirable

• Experience helping organisations build or expand a trusts fundraising programme.
• Experience securing five-figure and six-figure grants.
• Experience fundraising for welfare, health, employment, community or advice services.
• Understanding of balance sheet and reserves issues and how these can be addressed in grant applications.
• Membership of the Chartered Institute of Fundraising.

Success in the First 12 Months

The successful candidate will:

• Produce a comprehensive trusts and foundations fundraising strategy.
• Build a robust pipeline of prospective funders.
• Develop a portfolio of compelling funding propositions and cases for support
• Strengthen internal project development processes.
• Increase the value and number of trust applications submitted.
• Secure significant new grant income.
• Establish strong relationships with key funders and prospects.
• Improve understanding of trusts fundraising across the organisation.

Hours: 37 per week (part timemin 25 hours considered)

Bradford and Airedale Citizens Advice & Law Centre is a leading provider of legal advice and information, supporting thousands of clients every year. We are a busy, client focused and dynamic service with a track record of delivering high-quality advice face to face and over the phone.

Our communities are facing unprecedented challenges with rising costs. The rising cost-of-living continues to directly impact individuals and families, with more people than ever in negative budgets and experiencing personal debt. Our teams provide support and empower vulnerable clients to manage their income, maximise income and assess their best strategies and options to address debt issues long-term.

Join our Team!

We're looking for a curious and analytical Business Analyst to join our team and help us understand how our services work, where they can work better, and how technology and data can support the tens of thousands of people who come to us for help each year. 

About the Role

To lead the development and continuous improvement of the organisation’s data, insight and reporting systems, ensuring that information is used effectively to improve services, demonstrate impact and support strategic decision-making. 

As our Data, Insight and Development Lead, you will work alongside operational colleagues, management and development teams, the postholder will combine data analysis with business analysis and service improvement. They will work with colleagues, partners and other stakeholders to understand

needs, map processes, identify problems and opportunities, and define practical requirements before new systems, tools or ways of working are developed. 

The role will turn information from case management, telephony, digital and other systems into clear, accessible reports, dashboards and insights. These will help staff, managers, trustees, funders, commissioners, Citizens Advice and external partners understand service performance, client outcomes, emerging needs, risks, gaps and opportunities. 

The postholder will act as a bridge between operational teams and developers, ensuring that technology and data solutions address genuine user and organisational needs. They will support improvement projects from discovery through to delivery, including consultation, requirements gathering, testing, documentation, implementation and evaluation, helping new ways of working become embedded and effective. 

Other organisations may call this role Business Analyst, Business Improvement Officer, Insight & Improvement Analyst, Service Design Analyst, or Systems Analyst. 

The role will also strengthen the organisation’s Research and Campaigns work by identifying emerging issues affecting clients and producing robust evidence to influence local and national policy. 

Through this work, the postholder will help establish data as a strategic organisational asset and promote a culture of curiosity, collaboration, continuous improvement, evidence-based decision-making and organisational learning. 

Closing date:- 9.00 am 5th October 2026

Interview date:- Monday 19th October 2026 (in person)

Citizens Advice Milton Keynes is a local charity that helps people to resolve their legal, money and personal problems. We have been providing free, confidential, and impartial advice since 1972 and helped over 8000 local people last year.

As a Specialist Adviser within the Macmillan Money & More SWS Service, you will provide high-quality, confidential information, advice and support to people affected by cancer and their families across a region spanning from Milton Keynes to Cornwall. Working as part of a coordinated team of advisers across multiple Citizens Advice locations, you will take a person-centred approach to understand each client’s individual circumstances and provide tailored guidance on welfare benefits, financial support, debt, energy costs, employment issues and other practical challenges arising from a cancer diagnosis. You will help clients navigate complex systems, access available support, and improve their financial wellbeing during a difficult and often overwhelming time. Through compassionate and holistic advice, you will empower people affected by cancer to make informed decisions, build confidence, and feel supported throughout their cancer journey.

The ideal candidate will provide advice and support in person, via telephone, email and video call to patients undergoing treatment for cancer. Macmillan Project Caseworkers will assist clients with complex welfare benefits and housing enquiries. This requires a good foundation knowledge of each advice area, so competence in these subjects is desirable, but full and ongoing training will be provided to support successful candidates in their professional development.

This is a challenging role, managing a demanding caseload and working with people at every stage of their cancer journey. All our advice work is carried out to the strictest quality standards, and we are committed to ensuring that all our advice work complements the wider services provided by both Citizens Advice and Macmillan Cancer Care.

Applicants need to be:

• Computer-literate, although training on our case recording systems will be given.
• Confident in working to performance targets.
• Able to show good communications skills, both written and verbal. These are essential in the role, as are excellent customer service skills with a non-judgemental approach.
• Prepared to work independently, sometimes remotely and also from a variety of community-based locations.

A minimum of 12 months’ experience in an advice agency or similar setting is desirable.

The successful Applicant/s will be asked to undergo an Enhanced Disclosure and Barring Service (DBS) check.

Closing date:Sunday 20th September 2026

We are looking for three Benefits & Income Maximisation Advisers to join our newly created Income Maximisation team. These vacancies are an opportunity to make a meaningful difference by supporting RBL beneficiaries facing financial hardship, helping them access the benefits, grants and financial assistance they are entitled to.

This role will see you provide high quality telephone and digital advice and guidance, empowering our beneficiaries to maximise their income, planning and manage budgets, and make informed decisions about their future.

Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.

As a Benefits & Income Maximisation Adviser, you will manage a varied caseload, providing expert advice across the full range of welfare benefits and financial support available. You will work closely with beneficiaries to identify opportunities to increase income, reduce financial pressures and access additional sources of assistance. You will stay informed about changes to welfare legislation, benefit systems and financial support schemes, ensuring your advice remains accurate, relevant and impactful.

Reporting to our new Income Maximisation Manager, key responsibilities will include:

- Provide comprehensive welfare benefits advice and support to beneficiaries experiencing financial difficulties
- Complete benefit entitlement checks and calculations, identifying opportunities to maximise income
- Advise on available grants, discretionary support and financial assistance from government bodies, local authorities, energy providers and charitable organisations
- Support beneficiaries with benefit applications, form completion and signposting to appropriate services
- Produce detailed written advice and maintain accurate case records using case management systems
- Carry out budgeting and income maximisation assessments
- Build and maintain effective relationships with internal RBL support services, partner agencies, charities and statutory organisations

You will have proven experience of providing welfare benefits advice and have an in depth knowledge of the UK benefits system, including experience in conducting benefits checks, calculations and budgeting assessments. You will have excellent communication skills, a client focused approach and the ability to build trust with people facing challenging circumstances.

These are truly rewarding opportunities where you can use your expertise to help people navigate financial challenges and improve their quality of life. You will join a supportive and collaborative UK wide, Benefits, Debt and Money Advice Service that is committed to delivering exceptional advice and making a genuine difference every day.

You will be contracted to your home address, and you will perform most of your work remotely there, with occasional travel (incl. for team meetings and training).

Employee benefits include –

- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Enhanced paid maternity, paternity and adoption leave
- Generous pension scheme with employer contributions ranging from 6% to 14%, depending on length of service
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!

For more detailed information about the role, please see the Job Description attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.

As part of our commitment to inclusion, we offer interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.

Interview Dates: virtual interviews week commencing 12th October

We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the roles. Interested candidates are encouraged to apply as soon as possible.

Location: Manchester Hub – Watson Street

Salary: Grade 3 - £32,585 per annum pro rata

Hours: 2 x full time – 35 hour per week

Contracts: Both posts are fixed term until 31st August 2027

Closing date: Wednesday 23rd September 2026 at 11:30pm

Are you a compassionate, proactive and collaborative individual, with experience in housing and homelessness advice and advocacy? If you are looking for an exciting new career opportunity, then join Shelter as a Housing Rights Worker and you could soon be making a real difference to people affected by the housing emergency.

About the role

Shelter Manchester are recruiting two Housing Rights Workers, as part of our @Home Service, to undertake preventative work with families at risk of homelessness, so that they can sustain a safe and secure home.

Your role will be to deliver high quality housing advice and advocacy in school settings to  families at risk of becoming homeless and experiencing housing issues.  You will plan and deliver holistic casework to families and support them to resolve their housing situation, as well as recording quantitative and qualitative data to evidence the impact of these interventions. 

You will work within school and community settings to deliver rights awareness workshops to improve professional’s knowledge of local housing issues and raise awareness of housing rights

About you

You will have the ability to engage and work collaboratively with individuals, communities and a variety of stakeholders, including running group workshops and presentations. You have experience, knowledge of and/or proven ability in housing and homelessness advice and advocacy, with the ability to progress to specialist level knowledge. Essential to the role will be good time management, carrying out casework related interviews, maintaining detailed case records and offering advice and support to clients to inform their decisions.

Benefits 

In return we offer a competitive salary as well as a wide range of benefits, including 30 days of annual leave (pro rata), enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme.

About the team

You will be part of an existing multi-disciplinary team that offers housing and homelessness advice and support across Greater Manchester. It consists of a solicitor led legal team providing advice and representation, and an advice service providing advice, support and guided self-help to people with housing, debt or welfare benefit issues. There is also a committed and skilled team of volunteers that offer peer support, mentoring and more general volunteering adding significant value to our core service offer.

About Shelter

Home is a human right. It’s our foundation and where we thrive. Yet every day millions of people are being devastated by the housing emergency.

We exist to defend the right to a safe home. Because home is everything.

We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve.

Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist.

How to apply

 

Please submit your work history and a supporting statement with responses to the three 'About You' points outlined below. The supporting statement should be no more than 1500 words in total. 

• Knowledge and experience of housing and homelessness advice and advocacy and the ability to progress to specialist level knowledge
• Ability to listen to, engage and work with individuals and communities
• Experience of delivering and/or ability to deliver group workshops and presentations

Please provide specific examples following the STAR format and ensure you demonstrate how you address the behaviour below throughout your responses:

• We prioritise diversity and have an inclusive and open mindset

Safeguarding Statement

Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies.

Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.