Finance and Administration Officer
- Part time
- £25,000 pro-rata
- Hybrid: Haddington
- Closing 31st August 2025
- Advertised from 20th August 2025
- 21 hours per week.
Role
Role Purpose:Provide administrative and finance support to the Executive Team
Responsibilities:
- Preparation of payroll information for submission to external payroll administrator.
- Ensure compliance with Pension Regulator rules for auto enrolment.
- Responsible for all banking arrangements, including monthly payments runs and bulk payments
- Responsible for ensuring traceability and transparency of all financial transactions.
- Preparation of invoices.
- Preparation of financial reports for funding bodies.
- Data input into “Quickbooks” software system for income and expenditure
- Reconciling monthly accounts to relevant bank statement
- Complete end-of-year accounting procedures, and submit data to the auditors
- Prepare and submit returns to OSCR order to meet charity regulations
- Attend regular staff meetings and take minutes.
- Prepare finance papers and summary financial reports for Board meetings.
- Organise and participate in our Annual General Meeting (AGM)
- Human Resources: maintenance of staff personnel files, annual and sickness leave records etc.
- Other general administrative duties.
Training and development
- Identify and implement own training and development needs
- Attend in-house and external training courses as appropriate
- Work with line manager to ensure defined performance and organisational standards are met
Other duties and responsibilities
- Carry out any other tasks as required ensuring the effective delivery and development of the service.
- Provide general assistance as required and as directed.
- Abide by health and safety guidelines and share responsibility for own safety
- Ensure that all work conforms to Haddington CAB policies and procedures and the membership standards of the Scottish Association of Citizens Advice Bureau and Scottish National Standards for Information and Advice Providers.
PERSON SPECIFICATION
Essential
Qualifications and Experience
- Proven experience in finance and administration roles.
- Proficiency in using QuickBooks or similar accounting software.
Competence in Microsoft Office applications (Word, Excel, Outlook).
Skills and Abilities
- Strong organisational and time management skills.
- High level of accuracy and attention to detail in financial reporting.
- Ability to manage confidential information with discretion.
- Effective communication and interpersonal skills.
Personal Attributes
- Proactive and self-motivated.
- Flexible and adaptable to changing priorities.
- Commitment to the values and aims of Haddington Citizens Advice Bureau.
Desirable
Experience and Knowledge
- Experience working in the voluntary or advice sector.
- Familiarity with payroll systems and pension administration.
- Understanding of regulatory requirements (e.g., OSCR, Companies House).
- Experience in minute-taking and report writing
Application notes
Contact recruitment@haddingtoncab.org.uk for an application pack.
Closing date: 31st August at 12 noon.
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The Deputy Manager has day to day operational responsibility for the delivery of the bureau’s advice service. The post holder will ensure a quality service is delivered in line with the Scottish National Standards and the Bureau’s Citizens Advice membership and will provide to the Chief Executive Officer all necessary reporting, data and case study information required.
The Deputy Manager is responsible for maintaining a disciplined, professional office working environment and ensures its compliance with the Bureau’s health, safety and other working policies, practices and procedures.
Using AdviserNet and the information systems, provide 2nd tier consultancy support to staff and volunteers on complex cases to include type 3 cases i.e. representation at tribunals. The post holder will also work as part of the Senior Management Team and will deputise for the Chief Executive Officer when required to do so.
The post requires a Basic Disclosure certificate.
Citizens Advice Edinburgh (CAE) are looking to recruit an Advice Services Manager to join our Management Team, in delivering high quality and accessable advice and support to people in Edinburgh and its surrounding communities.
You will be joining the largest network of advice providers in the UK, with excellent professional development opportunities and competitive remuneration packages.
You will also be part of a community led organisation, with a substantial profile, making a real difference to your local community and supporting those in greatest need.
Advice Services Managers oversee our day-to-day advice service, recruit, support and supervise a team of staff and volunteers, provide expert knowledge and quality assurance and represent the organisation in campaigning for changes to policies and legislation on the issues that impact the lives of people in Edinburgh and across the UK.
For more information, please see the detailed Job Pack, including Role Description and Person Specification and visit our website at citizensadviceedinburgh.org.uk
Income Maximisation Worker for Families
- Part time
- £32,323 pro-rata
- On site: Penicuik
- Closing 12th January 2026
An experienced adviser is required to improve the financial circumstances of the families supported by Hawthorn Children and Family Centre and Midlothian’s Family Wellbeing Service to improve the outcomes for the children.
The project will work with and receive referrals from Hawthorn Children and Family Centre and the Family Wellbeing Service team members. The worker will link with mental health projects, family support and Penicuik CAB’s specialist debt worker to develop a wraparound service to increase household income and improve the quality of life for the family.
Working closely with other project workers the post holder will provide awareness raising sessions with the Hawthorn Centre staff, Family Wellbeing team members and any other agencies, as appropriate.
Based at the Penicuik CAB, Hawthorn Children and Family Centre and working at any centres deemed appropriate, the worker will provide help and assistance with checking benefit entitlement, completing benefit applications and challenging benefit decisions. The work will also include income maximisation, budgeting advice, utilities and some assistance with debt issues (including housing debt).
A working knowledge and understanding of welfare benefits and good interpersonal skills are essential. The post holder will be responsible for developing and delivering the service to meet the needs of the families.
This post aims to provide practical money and debt advice to people struggling with their finances, supporting them to solve their debt, maximise their income and help them achieve financial stability. This holistic advice will be independent, free, impartial and confidential and delivered to Association standards and will address underlying issues of poverty facing many of the residents living in Bellshill.
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