Find your career in advice

Transitions Client Liaison Officer

Job role:
Transitions Client Liaison Officer
Advice Area:
Debt/money
Organisation:
Navigate Charity
Location:
South West (inc. Channel Islands)
Job type:
Fixed-term contract
Working hours:
Part time
Workplace:
Hybrid
Job reference number:
Transitions CLO
Salary:
£16728
Closing date:
07-08-2026 - 12:00
Job description:

Working 22.5 hours per week, salary up to £27,880 per annum, pro rata – annual salary £16,728

The Client Liaison Officers are the first point of contact for individuals referred into the Money and Debt Advice 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 organisations, you will ensure every client is connected to the right support at the right time through a coordinated ‘no wrong door’ approach. You will maintain regular contact with clients throughout their journey, preventing disengagement and ensuring individuals feel supported whilst awaiting ongoing casework. Through empathy, knowledge and flexibility you will remove barriers to engagement, helping clients prepare for specialist advice and supporting them to build the confidence and skills needed for long-term financial resilience.

The role combines triage, welfare benefits advice, crisis intervention, client engagement and case coordination to provide an accessible, responsive and trauma-informed service for some of the most vulnerable people in the community.

For an application pack email mel@navigatecharity.org.uk
Interviews scheduled for between 13th and 18th August 2026.

To apply, email organisation.