Service financial advisor jobs in london

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.

As our Services’ Manager, you will oversee some of our most impactful delivery, including our Courses service, Vocation service, Digital services, and our award-winning Mentoring service. You’ll be just as comfortable working alongside the team to problem solve as you are working with the leadership team on our business plans and budget management.

Reporting to the Head of Services and working with the Outreach & Engagement Manager, you will play a key role in the services leadership team.

You will be naturally driven to achieve the best outcomes for people affected by spinal cord injury. Above all, you will be passionate about being able to demonstrate the impact of what we do, and you will see for yourself how Back Up quite literally transforms lives every day.

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.

Role: Trainee Debt Advisor
Duration: 6 months fixed term contract
Salary: £28,000
Hours: 35 per week, 9am – 5pm Monday to Friday
Location: London (Hybrid)

We are delighted to be working with a debt advice and education charity to recruit a Trainee Debt Advisor.

About the role:

As the cost-of-living crisis continues to impact millions of people across the UK, we are recruiting new team members to help meet the growing demand for debt advice and support. You will help prevent homelessness, reduce food and fuel poverty and ensure clients are supported through vulnerable circumstances with empathy and dignity.

Key Responsibilities:

• Deliver a professional, impartial, pragmatic and outcome focused advice service to all clients.
• Give advice on the following areas:
o Income maximisation
o Budgeting
o Priority debts
o Unsecured debts
o Debt solutions
• Identify client vulnerabilities and prioritise household emergencies.
• Provide comprehensive advice, next steps and actions in a way that the client can easily understand.
• Signpost or refer to the appropriate party at the earliest opportunity.
• Maintain punctual, accurate and compliant records using our case management system.
You will be provided with training, which will enable you to meet the needs of the role and progress to accredited advisor standard, Training will be ongoing and by a variety of methods including in-house, courses, webinars and e-learning.

You will have:

• Strong, proven customer service skills
• The proven ability to build rapport and empathise with clients from a variety of circumstances.
• The proven ability to deal calmly and professionally with difficult situations, e.g., Supporting clients at risk of imminent enforcement action, facing emotional distress and or suffering from mental health or physical health challenges
• A positive, resilient and pragmatic attitude
• Consistent attention to detail and ability to adhere to necessary guidance and rules

The above do not need to be gained in a financial advice role, we welcome applications from candidates who have been in client facing roles and have a genuine desire to assist others.

As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.

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.

Age UK Westminster is delighted to offer a new role within our successful Information and Advice Team, with a focus on supporting Westminster residents from Global Majorities, gaining skills and knowledge to develop your career in I&A.

The successful applicant will benefit from working within an experienced and friendly team. Full training, including completion of Level 3 Information and Advice certification, will be provided. If you are fluent in one of the following languages, Arabic, Somali or Bengali, and would like to  work with us to enable our team to better support non-English speaking Westminster older residents to access our Information and advice service, this could be the role for you.

This is a real opportunity to build a career in Information and Advice. Join us to make a real difference to the older residents of Westminster.

Closing Date: 30th April

We have an exciting opportunity for a Senior IDVA to join the Specialist Services team in Bedfordshire, working 30 hours a week. This is a fixed term contract until 31st March 2026. This role will be hybrid and be located within Bedford Borough.

Do you want to make a difference every day? Do you want to contribute to change and improvement for those who need it?

Do you have resilience and adaptability? Can you work effectively with a focus on customer service and care?

If yes, then we'd love to hear from you…

What we offer:

At Victim Support we believe in attracting & retaining the best people and offer a competitive rewards & benefits package including:

• Flexible working options including hybrid working
• 28 days annual leave plus Bank Holidays, rising to 33 days plus Bank Holidays
• An extra day off for your birthday & options to buy or sell annual leave
• Pension with 5% employer contribution
• Enhanced sick pay allowances, maternity & paternity payments
• High Street, retail, holiday, gym, entertainment & leisure discounts
• Access to our financial wellbeing hub & salary deducted finance
• Employee assistance programme & wellbeing support
• Access to EDI networks and colleague cafes
• Cycle to work scheme & season ticket loans
• Ongoing training & support with opportunities for career development & progression

About this role:

This role supports the service across Bedford Borough. As a Team Leader for the Specialist Services team you will:

• Offer a consistent representative for the twice weekly MARAC
• Be a SPOC for the Front Door - giving advice and support around queries/ concerns about DA
• Carry a reduced caseload
• Support the Safe & Together model
• have line manage responsibilities including Bedford Borough IDVA

You will need:

• A qualification as an IDVA or ISAC
• Experience of developing and maintaining partnerships and pathways within a multi-agency and legislative framework
• Knowledge of legislation relating to equal opportunities and diversity, safeguarding and risk assessments
• Practical understanding of the requirement for confidentiality and safe working practice and maintenance of files in accordance with the Data Protection Act and other legal requirements
• Experience of working in a challenging and changing environment with an emphasis on customer focus and excellence in service delivery
• Demonstrable experience of providing crisis management, support and guidance in sometimes stressful and difficult situations to a team with a client service focus
• Have excellent communication, negotiation and advisory skills, both written and verbal when interacting with a range of agencies and individuals
• Work without direct supervision, prioritise work and deal with competing or conflicting demands/ needs and interests in an organised and methodical manner
• Gather, analyse and use information and evidence from different sources to solve problems and report on data quality and compliance
• Sound IT expertise with the ability to use a range of software including: Word, Excel and Case Management systems
• Self-aware and committed to own continuous development

Please see attached Job Description and Person Specification for further details.

About Us:

Victim Support (VS) is an independent charity providing a range of specialist services to people who have been affected by crime across England and Wales. We work towards a world where there are fewer victims but who have stronger rights, better support and a real influence in the Criminal Justice System. Everyone at VS is driven by our Vision Ambitions and Values to play their part in making a difference for those who experience crime and traumatic events. Working for VS gives you the opportunity to play a key role in a national charity providing high quality services to victims and witnesses and being a vital force for change.

Victim Support are committed to recruiting with care and to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff and volunteers to share this commitment. Background checks and Disclosed Barring Service checks may be required.

Victim Support strives to represent the diverse communities we serve and are passionate about creating an environment where all staff and volunteers feel respected and heard. Being a diverse organisation with an inclusive culture is integral to us being able to meet our aim of ensuring that anyone who is a victim of crime gets the support they need.

As part of our commitment to the Race at Work Charter we particularly welcome applicants from Black, Asian and minority ethnic communities. VS is also a Disability Confident Employer and we provide a Guaranteed Interview Scheme for candidates that are disabled and meet all essential criteria for a role.

If you have a disability, a learning difficulty such as dyslexia or a medical condition which you believe may affect your performance during any aspect of our selection process, we'll be happy to make reasonable adjustments to enable you to perform at your best.

How to apply:

To apply for this role please follow the link below to the Jobs page on our website, and complete the application form demonstrating how you meet the essential shortlisting criteria.

We looking forward to hearing from you.

We reserve the right to close this vacancy early, if we receive enough suitable applications to take forward to interview prior to the published closing date.

If you have already registered & started an application, then we will contact you to advise of the amended closing date wherever possible.

INTRODUCTION

St George’s Hospital Charity manages a portfolio of over 200 Special Purpose Funds (SPFs), with a total over £3.6m. These funds, comprising donor-gifted and community-fundraised income, are designated to support specific wards, departments, research areas, or staff and patient groups. Each SPF is overseen by designated Fund Advisors, comprising staff from St George’s University Hospitals NHS Foundation Trust (the Trust) and City, St George’s University of London, who hold delegated authority for expenditure approvals and funding applications. With over 350 Fund Advisors, effective stewardship is crucial.

We have developed a new organisational strategy focused on enhancing our impact through grant-making, and we are now in an exciting phase of implementation. The Grants Funds Manager will play a central role in delivering this strategy, specifically by implementing a more streamlined and impactful approach to working with Fund Advisors and managing our SPF portfolio. This role will be pivotal in facilitating the transition to a more efficient and effective model of SPF giving. The Grants Funds Manager will also be responsible for the day-to-day management of the SPF portfolio, stakeholder engagement, communications, marketing, and administration, requiring collaboration across the Charity, the Trust, and the University at all levels.

ABOUT ST GEORGE’S HOSPITAL CHARITY

St. George's Hospital Charity, an NHS charity, supports St George’s University Hospitals’ NHS Foundation Trust which via its St George’s Hospital in Tooting and Queen Mary’s Hospital in Roehampton, serves a large population across southwest London, extending support to tens of thousands of patients, staff, and community members. Our daily efforts significantly impact patients, their loved ones, and many dedicated healthcare professionals.

Presently, we contribute grants and generate funds of £2 million annually. With an ambitious goal, we aim to double both our yearly fundraising and grant allocations to reach £4 million within the coming years.

ABOUT THE ROLE

Purpose of the role

To support senior management, the board of trustees and the wider charity leadership team with the strategy implementation, the management and administration of the Charity’s SPFs. As a priority, in the next 12 months, this role is tasked to implement the SPF strategy which has been agreed by the Charity’s Board of Trustees. The strategy is to re-organise and restructure the shape of the SPF portfolio of funds to minimise administrative burden, maximise the charity’s flexibility in spending decisions and reflect the best possible structure of services in the hospital so that we can deliver our charitable purposes of advancing healthcare to maximum effect.

This is why we are looking for someone who has expertise in change management, stakeholder engagement and strategic communication who is able to understand Charity Commission guidance and apply it. These are the skills necessary to implement the SPF strategy.

The next stage of the strategy will require a very strong grasp of detail, strong and confident communication and organisational skills to ensure stakeholders understand planned changes, in order to secure their support for them.

Background to the role

This role was originally created to provide dedicated resource to optimise the efficiency of our SPF portfolio, and champion these SPFs both internally among the Charity’s staff and externally within the Trust and University.

This is a role which must operate at a micro and macro level, paying attention to the detail of management, administration and systems but also with the ability to think strategically and make recommendations to senior management and trustees. The successful candidate will be highly organised and outgoing and will be an excellent project manager, with lots of initiative and the ability to reach out to people to build strong relationships. 

You will be a key member of the Grants team and be managed by the Head of Grants, but you will also work closely with all charity teams given the nature of this all-encompassing role, including providing an important link between Grants and Fundraising because of the income raised into SPFs.

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.