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Permanent

Money Advice Client Liaison Officer

Navigate
Exeter
money-bag £10000 - £500000 Annual
Posted: 26 July 2026 (2 days ago)
Closing date: 25 August 2026
Ref: 3144475628

We''re looking for people who genuinely want to make a difference. You don''t need to have worked in money advice before. If you''re an excellent communicator, a natural problem solver and enjoy working with people, we''ll provide the training and support you need to succeed. This role is about much more than providing advice. It''s about building trusted relationships with people who may be experiencing financial hardship, poor mental or physical health, trauma, disability, homelessness, digital exclusion or other barriers that make accessing traditional services difficult. If you''re compassionate, resilient, organised and committed to helping people rebuild their confidence and financial stability, we''d love to hear from you. Job Purpose: The Client Liaison Officers are the first point of contact for individuals referred into the Crisis and Resilience Service and play a vital role in ensuring people receive timely, compassionate and person-centred support. Acting as the gateway into the service, you will build trusted relationships from the very first contact, undertaking holistic assessments to understand not only an individual''s financial situation but the wider circumstances affecting their wellbeing and resilience. You will respond quickly to people experiencing financial hardship or crisis, helping to stabilise their immediate situation through income maximisation, welfare benefits advice, crisis planning and practical support. Working closely with partner ..... full job details .....

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