Citizens Advice Doncaster Borough is expanding its services to provide vital, community-based support to Doncaster residents facing the challenges of the rising cost of living and energy crisis. We are seeking a dedicated individual to deliver holistic and specialist Money & Energy advice. As part of our team, you will empower clients to achieve the best possible outcomes by providing high-quality customer service and support, all while upholding the core aims and principles of the Citizens Advice Service. You will thrive in a dynamic environment, demonstrating both initiative and strong teamwork, and be committed to going the extra mile to make a real difference. Role purpose To provide Energy & Money advice to clients To provide advice on how to deal with Energy Debts To provide a high-quality advice and support services A Benefit Calculation as part of Income Maximisation Energy Efficiency support & advice Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning. Negotiate with third parties as appropriate. Switching energy providers Information and support on the Priority Services Register Check eligibility and provide Information about the Warm Home Discount Any other possible Schemes / Grants available that can support the client with their energy issues Provide Advice on energy complaints and processes Smart Meter information / advice Carbon Monoxide Awareness To provide Financial Capability and Income Maximisation advice to clients. To share responsibility for compliance with the Projects targets and requirements. Ensure quality standards are met. To work effectively with other partners to deliver a seamless service to clients Undertake service delivery at Outreach venues as required. Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate. To contribute to the Research and Campaigns work of Citizens Advice Doncaster Borough. Advice To provide Energy & Money advice to clients on energy issues To provide advice on how to deal with Energy Debts, looking at wider debt issues and options, making referrals or taking action as appropriate. Provide General Advice and assisted information to clients on energy issues Empower clients to act on advice and information provided Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning. Negotiate with third parties as appropriate. Ensure income maximisation through the take up of appropriate benefits. Provide advice and assistance to other staff across the whole range of advice issues. Ensure that all casework conforms to the organisation's Office Manual and the Advice Quality Standard and/or the Specialist Quality Mark as appropriate. Maintain case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation. Ensure that all work conforms to the organisation's systems and procedures. Research and campaigns Assist with research and campaigns work by providing information about clients' circumstances. Provide statistical information on the number of clients and nature of cases and provide regular reports to management. Monitor service provision to ensure that it reaches the widest possible client group. Alert other staff to local and national issues. Professional development Keep up to date with legislation and undertake appropriate training. Read relevant publications. Attend relevant internal and external meetings as agreed with the Team Leader and/or Line Manager. Assist with Service initiatives for the improvement of services. Administration Review and make recommendations for improvements to Citizens Advice services. Maintain local information systems. Use IT for statistical recording, record keeping and document production. Keep up to date with policies and procedures relevant to organisational work and undertake appropriate training. Attend internal and external meetings as agreed with the Team Leader and/or Manager. Maintain close liaison with relevant external agencies. Other duties and responsibilities Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the service. Demonstrate commitment to the aims and policies of the Citizens Advice service. Abide by health and safety guidelines and share responsibility for your own safety and that of colleagues. Person specification Experience of providing Advice. Effective oral communication skills with particular emphasis on negotiating and representing. Effective writing skills with particular emphasis on negotiating, representing and preparing reviews, reports and correspondence. Ordered approach to workload and an ability and willingness to follow and develop agreed procedures. Understand the issues involved in interviewing clients. Numerate to the level required in the tasks. Ability to prioritise own work, meet deadlines and manage caseload. Ability to use IT in the provision of advice and the preparation of reports and submissions. Ability to monitor and maintain own standards and work as part of a wider team Understanding of and commitment to the aims and principles of the Citizens Advice service and its equality and diversity policies. Desirable Criteria Experience of providing General, Energy or debt advice would be desirable. Experience of working to targets Experience of working in the voluntary sector would be desirable. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively Demonstrate understanding of social trends and their implications for clients and service provision Have access to a vehicle and be willing to travel
Apr 27, 2026
Full time
Citizens Advice Doncaster Borough is expanding its services to provide vital, community-based support to Doncaster residents facing the challenges of the rising cost of living and energy crisis. We are seeking a dedicated individual to deliver holistic and specialist Money & Energy advice. As part of our team, you will empower clients to achieve the best possible outcomes by providing high-quality customer service and support, all while upholding the core aims and principles of the Citizens Advice Service. You will thrive in a dynamic environment, demonstrating both initiative and strong teamwork, and be committed to going the extra mile to make a real difference. Role purpose To provide Energy & Money advice to clients To provide advice on how to deal with Energy Debts To provide a high-quality advice and support services A Benefit Calculation as part of Income Maximisation Energy Efficiency support & advice Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning. Negotiate with third parties as appropriate. Switching energy providers Information and support on the Priority Services Register Check eligibility and provide Information about the Warm Home Discount Any other possible Schemes / Grants available that can support the client with their energy issues Provide Advice on energy complaints and processes Smart Meter information / advice Carbon Monoxide Awareness To provide Financial Capability and Income Maximisation advice to clients. To share responsibility for compliance with the Projects targets and requirements. Ensure quality standards are met. To work effectively with other partners to deliver a seamless service to clients Undertake service delivery at Outreach venues as required. Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate. To contribute to the Research and Campaigns work of Citizens Advice Doncaster Borough. Advice To provide Energy & Money advice to clients on energy issues To provide advice on how to deal with Energy Debts, looking at wider debt issues and options, making referrals or taking action as appropriate. Provide General Advice and assisted information to clients on energy issues Empower clients to act on advice and information provided Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning. Negotiate with third parties as appropriate. Ensure income maximisation through the take up of appropriate benefits. Provide advice and assistance to other staff across the whole range of advice issues. Ensure that all casework conforms to the organisation's Office Manual and the Advice Quality Standard and/or the Specialist Quality Mark as appropriate. Maintain case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation. Ensure that all work conforms to the organisation's systems and procedures. Research and campaigns Assist with research and campaigns work by providing information about clients' circumstances. Provide statistical information on the number of clients and nature of cases and provide regular reports to management. Monitor service provision to ensure that it reaches the widest possible client group. Alert other staff to local and national issues. Professional development Keep up to date with legislation and undertake appropriate training. Read relevant publications. Attend relevant internal and external meetings as agreed with the Team Leader and/or Line Manager. Assist with Service initiatives for the improvement of services. Administration Review and make recommendations for improvements to Citizens Advice services. Maintain local information systems. Use IT for statistical recording, record keeping and document production. Keep up to date with policies and procedures relevant to organisational work and undertake appropriate training. Attend internal and external meetings as agreed with the Team Leader and/or Manager. Maintain close liaison with relevant external agencies. Other duties and responsibilities Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the service. Demonstrate commitment to the aims and policies of the Citizens Advice service. Abide by health and safety guidelines and share responsibility for your own safety and that of colleagues. Person specification Experience of providing Advice. Effective oral communication skills with particular emphasis on negotiating and representing. Effective writing skills with particular emphasis on negotiating, representing and preparing reviews, reports and correspondence. Ordered approach to workload and an ability and willingness to follow and develop agreed procedures. Understand the issues involved in interviewing clients. Numerate to the level required in the tasks. Ability to prioritise own work, meet deadlines and manage caseload. Ability to use IT in the provision of advice and the preparation of reports and submissions. Ability to monitor and maintain own standards and work as part of a wider team Understanding of and commitment to the aims and principles of the Citizens Advice service and its equality and diversity policies. Desirable Criteria Experience of providing General, Energy or debt advice would be desirable. Experience of working to targets Experience of working in the voluntary sector would be desirable. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively Demonstrate understanding of social trends and their implications for clients and service provision Have access to a vehicle and be willing to travel
Senior Credit Controller / Reinsurance Accounting Technician We are looking for a graduate with a degree in accounting. Our client is a Global Financial Markets Trading Company and a small Exchange based Trading and Broking firm. The role is a trainee Financial Accountant position working with the accounting, financial and management systems of a Global Wealth Manager. The right candidate will receive support for further professional development. Job Details Date: 8 Dec 2023 Sector: Finance / Accounting Type: Permanent Location: London Salary: £32,000 - £35,000 per annum Email: Reference: dbe3759 Requirements Graduate (2022/23) with a degree in accounting and 12 months accounting experience (including university placement schemes). Good knowledge of accounting fundamentals - accruals, prepayments, reconciliations, trial balance and double entry accounting. Highly proficient with Excel and other Microsoft Office software. Study path towards a professional accountancy qualification. Experience of established accounting software, preferably Sun Systems/Vision. Knowledge/experience of the financial services industry. Responsibilities Sales ledger: calculation and accounting for fee income, including accruals, invoices, receipts and related adjustments. Revenue analyses - segmental and departmental. Debtor management. Revenue query resolution involving liaison with client account directors, administrators and the wider business. Maintenance of client billing data and payment details. Month end analyses and journal postings - accruals, prepayments and other journals. Management accounts and balance sheet reconciliation support. Variance analysis to prior actual and budget. Bank account management and reconciliations. Cash postings. Purchase ledger support - supplier and expenses queries, processing and payment. Assist in the production of statutory financial statements and external audit support. Communication with external bodies such as banks, advisers, third party administrators and auditors. Attend meetings and present suggestions in writing or verbally. Propose improvements to processes, controls and systems. Maintain up to date procedural documentation. Understand and adhere to financial and accounting regulations. Assist with accounting/financial tasks and projects as required. Key Performance Indicators Accurate calculation and accounting for income, sales invoices, receipts and fee adjustments. Timely invoicing and cash collection in line with the established timetable. Accurate ledger coding for all posted transactions. Act in the spirit of the core values of the business and promote those values within working practices. Adhere to all internal policies - finance procedures and error reporting protocols. Immediate escalation of issues or problems to the line manager and/or Head of Finance or CFO as they arise.
Apr 15, 2026
Full time
Senior Credit Controller / Reinsurance Accounting Technician We are looking for a graduate with a degree in accounting. Our client is a Global Financial Markets Trading Company and a small Exchange based Trading and Broking firm. The role is a trainee Financial Accountant position working with the accounting, financial and management systems of a Global Wealth Manager. The right candidate will receive support for further professional development. Job Details Date: 8 Dec 2023 Sector: Finance / Accounting Type: Permanent Location: London Salary: £32,000 - £35,000 per annum Email: Reference: dbe3759 Requirements Graduate (2022/23) with a degree in accounting and 12 months accounting experience (including university placement schemes). Good knowledge of accounting fundamentals - accruals, prepayments, reconciliations, trial balance and double entry accounting. Highly proficient with Excel and other Microsoft Office software. Study path towards a professional accountancy qualification. Experience of established accounting software, preferably Sun Systems/Vision. Knowledge/experience of the financial services industry. Responsibilities Sales ledger: calculation and accounting for fee income, including accruals, invoices, receipts and related adjustments. Revenue analyses - segmental and departmental. Debtor management. Revenue query resolution involving liaison with client account directors, administrators and the wider business. Maintenance of client billing data and payment details. Month end analyses and journal postings - accruals, prepayments and other journals. Management accounts and balance sheet reconciliation support. Variance analysis to prior actual and budget. Bank account management and reconciliations. Cash postings. Purchase ledger support - supplier and expenses queries, processing and payment. Assist in the production of statutory financial statements and external audit support. Communication with external bodies such as banks, advisers, third party administrators and auditors. Attend meetings and present suggestions in writing or verbally. Propose improvements to processes, controls and systems. Maintain up to date procedural documentation. Understand and adhere to financial and accounting regulations. Assist with accounting/financial tasks and projects as required. Key Performance Indicators Accurate calculation and accounting for income, sales invoices, receipts and fee adjustments. Timely invoicing and cash collection in line with the established timetable. Accurate ledger coding for all posted transactions. Act in the spirit of the core values of the business and promote those values within working practices. Adhere to all internal policies - finance procedures and error reporting protocols. Immediate escalation of issues or problems to the line manager and/or Head of Finance or CFO as they arise.
