Service financial advisor jobs in london, greater london

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.

Management Development Advisor - Permanent

Full Time - Hybrid Working

Closing Date: 25th April 2025 

Our offer to you

We pride ourselves in being a great place to work, providing a supportive culture with opportunities to grow and develop your career, achieve a healthy work life balance and to be recognised for the great work you do. You will receive:

• Competitive salary and pension scheme
• 33 days holiday (inclusive of bank holidays) - increasing to 38 days over 5 years
• Hybrid, Flexible working
• Cycle to work scheme Electric Vehicle Scheme
• Health and Wellbeing portal – access to financial, health and wellbeing support and an Employee Assistance Programme
• Discounts – you will have access to Blue Light and NHS Discounts as well as discounts on mobile phones, gym membership, cinema tickets, restaurants, holidays and shopping

About Us

This is a fantastic opportunity to join a team of over 1,577 employees and over 33,000 volunteers, united by our goal of saving lives through essential first aid services, training and campaigning.  As a charity with rich heritage and a long history of serving humanity, we are proud of our past and excited about creating a healthier, safer, more resilient future. 

St John Ambulance works at the heart of communities, supporting and enabling them to access and receive physical and mental health first aid. We do this through developing and providing effective community response and outreach services (e.g. Ambulance response, Falls response, Night Time Economy and Homelessness outreach) and using our longstanding expertise to empower people with vital clinical skills and the confidence to use them (e.g. our Volunteers and Community Advocates, NHS Cadets and Young Responders programmes). There is also a buoyant social enterprise network which delivers first aid training and supplies medical consumables to businesses and consumers.

Job Summary

The Management Development Advisor will be delivering and implementing innovative training programmes for our employee managers in line with our HEART values. The role will be expected to positively impact and interface with all parts of our organisation and we are looking for someone who is passionate about developing managers and able to practically lead on delivering on our training commitments with the colleagues from across People and Culture and Community Engagement Network. They will be experienced within the field of Management Development and can confidently deliver management training, development and upskilling which builds our inclusive culture. 

About You

To be successful in this role, you need to be educated to GCSE level or equivalent (Grade C / 4) including Maths & English, minimum 5, Learning & Development / CIPD / Training / Teaching or similar relevant qualification, experience in Researching, creating, designing and delivering management development programmes and training  solutions including virtual and blended methods, Skilled and knowledgeable in the development of leaders and managers, learning and organisational development models, continual improvement approaches, methodologies and ability to deliver creative and engaging Management Development events through excellent training and facilitation skills.

About the Role

• Deliver in-house training, development and upskilling programmes which are aligned to meet organisational and individual needs, including induction, people policy, management development, bespoke development programmes for teams, personal skills and other training activities. You’ll take a blended learning approach, tailoring to different learning needs and styles for staff and managers.
• Collaborate with the People and Culture Leadership team to influence and surface organisational matters, to support the delivery of the People Plan, actively working with the Leadership & Management Development (LMD) Partner in the development of manager and colleague training and development initiatives ad upskilling to respond to management development improvements
• Train, Guide, coach and advise people managers on good people-practise during change and transition, including coaching, facilitation, mentoring, mediation, to support psychological safety, belonging and retention.
• Support and guide managers on managing their people, through the whole employee lifecycle taking a people centric approach. 

Please see the job description for more detail (this can be viewed on our website or once you click apply)

If you are a current St John Ambulance employee, please apply here: Click here

For all other candidates, or St John Ambulance volunteers wishing to apply: please apply below

We reserve the right to close this vacancy early if we receive high volume of applications for the role. Therefore, if you are interested, please submit your application as early as possible.

St John Ambulance are committed to increasing the diversity of our team and making sure we best reflect the diversity of the communities we serve.At St John, everyone is valued and supported to thrive, we have several networks including Multi Culture, Disability and Accessibility, Pride, Family and Carers and Women’s groups.  We do not tolerate any form of discrimination and engender a sense of belonging for all, by creating an environment of mutual respect, where we value unique differences and demonstrate authentic allyship. We believe passionately in equality, diversity and inclusion.

Please note: St John does not accept speculative CVs and will only review CVs sent in application for an advertised vacancy.

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

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.

About us

We're a not-for-profit firm of accountants and technical advisors with a shared vision: to see finance and accountancy used as a force for good. Our mission is to empower organisations, causes and ideas that are making a real difference – by providing them with the very best financial and technical support, at a price they can afford.

We believe accountancy is more than numbers and profit. It’s about providing crucial infrastructure and enabling growth. Our services range from bookkeeping and management accounting to strategic planning, data analysis, systems audits, tax advice and process automation. If you’re technically skilled, purpose-driven, and passionate about making finance meaningful, we’d love to hear from you.

About the Role
We’re looking for a proactive and passionate Finance Manager to join our growing team. You’ll work closely with a portfolio of inspiring clients, providing high-quality financial information and insights to help them thrive. You’ll be part of a supportive team of technical practitioners and bookkeepers, contributing to a mission that matters.

Key Responsibilities

• Prepare, review, and deliver high-quality financial information to a diverse portfolio of clients
• Explain and interpret financial reports clearly and accessibly to people from a variety of backgrounds
• Review and maintain good accounting systems, policies and practices
• Manage monthly financial cycles, including management accounts, payroll, and VAT returns
• Support clients with budgeting, planning, and forecasting – for day-to-day operations and for special projects
• Contribute to the development of our internal finance processes and practices
• Collaborate closely with other team members to deliver excellent client outcomes

What We’re Looking For

• Experience with Xero and/or QuickBooks Online (QBO)
• Strong understanding of financial reporting for charities, including Charity SORP
• Excellent communication skills, especially in translating financial concepts for non-financial audiences
• Confidence with Excel and other office tools
• Strong organisational skills and attention to detail
• Ability to manage multiple priorities and meet deadlines
• A self-starter who enjoys working in a collaborative environment
• Relevant financial qualification
• Experience in a fast-paced or multi-client environment is a bonus

What We Offer

• 25 days annual leave (pro-rata) plus bank holidays
• Health insurance
• Commitment to CPD and on-the-job training
• Flexible working arrangements
• Meaningful work with purpose-led clients
• A supportive and values-driven team environment

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

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

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

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

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

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

Key Responsibilities:

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

 Experience and Skills:

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

What You’ll Receive in Return:

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