About Money Advice Scotland

The times we live through are frequently described as unprecedented.

A century pandemic and the cost-of-living crisis has magnified and entrenched inequality.

But it has also shown that change can happen rapidly and can make a real difference.

We need change. We need new ideas when old solutions cannot solve new problems.

Money Advice Scotland is Scotland’s money charity. Our mission is to be the driving force towards financial wellbeing for the people of Scotland.

We believe we will achieve this by supporting the advice workforce, empowering citizens to get help and support, and advocating for fairer policy.

About the role

Our Financial Wellbeing Team works towards the strategic aim of improving financial health and wellbeing.

We do this by delivering evidence-based money guidance to several audiences, including schools, colleges, communities, and workplaces.

We also deliver financial wellbeing training to professionals, administer our e-learning modules and create a wide range of digital resources so that people can access financial information in a format that is most suited to their needs.

Full details are available in the job description below.

Applications are invited for experienced Benefits & Debt Advisers to advise on benefits, income maximisation, debt management and sustaining accommodation. The successful applicants will form part of a team working from base and in other locations within the city. It is essential to have a thorough knowledge of the benefits system, income maximisation and some experience of debt management to Type II. A proven record of case work in Money Advice with vulnerable clients is required. Familiarity of the voluntary sector would be an advantage.

The post holders will be expected to deal effectively and efficiently with clients, maintain full case records, statistics and reports on activities.

We’re looking for an organised and proactive Operations Officer to support the smooth running of our charity. In this role, you’ll coordinate day-to-day operations including inbox and CRM management, school enquiries and bookings, organisational calendars, and team meeting logistics. You’ll help maintain and update our websites, handle communications such as newsletters and teacher updates, and support systems development to improve efficiency. You’ll also oversee travel bookings, stock management, and identify opportunities for professional learning. This role is ideal for someone who is detail-driven, adaptable, and capable of maintaining accuracy in a fast paced environment.

About our charity - Time for Inclusive Education (TIE)

We are an education charity working with schools to address the prejudice, stereotypes and stigma that can lead to homophobic, biphobic and transphobic bullying. We work with national education partners, deliver services for teachers and learners in schools and communities, and develop teaching and curriculum resources.

Our core work focuses on the implementation of Scotland’s National Approach to LGBT Inclusive Education.

We manage the national platform lgbteducation.scot and deliver the national two-stage professional learning course ‘Delivering LGBT Inclusive Education’ on behalf of the Scottish Government. We also deliver workshops for primary and secondary school pupils, and create quality teaching resources.

We also run the Digital Discourse Initiative with international partners, a new programme complementing our core work which provides schools with tools and strategies to address the growing impact of disinformation, online hate, and prejudicial conspiracy narratives.

Role Overview and Responsibilities

As our Operations Officer, you will play a key role in ensuring the smooth day-to-day running of the organisation. You will handle core operational functions including organisational inboxes, our CRM system, school enquiries, and the main organisational calendar. You will support internal coordination by organising team meeting agendas, scheduling planning sessions, and maintaining systems that keep our work flowing efficiently.

You will also contribute to the development and upkeep of our websites, ensuring content, resources, and news are accurate and up to date. The role includes supporting the planning and delivery of events, coordinating logistics, communications, and on the day operations.

Communications and stakeholder engagement form another part of the role, including sending updates via Mailchimp, handling teacher communications, and identifying opportunities for news and promotional content. You will oversee stock management, travel and accommodation bookings, and help develop internal systems to streamline organisational processes.

This position requires a highly organised, detail oriented individual who can manage multiple systems, prioritise tasks effectively, and complete work to a consistently high standard without the need for supervision.

This role is best suited to someone who thrives in a fast-paced environment, is calm under pressure, communicates clearly, and has a proven track record of accuracy and operational reliability. The successful candidate will be proactive, dependable, and capable of managing competing tasks across email, calendar, website, CRM, and logistical systems.

About Us:

Roxburgh and Berwickshire CAB is an independent charity providing advice, information and support to people across our community. We are a friendly team of staff and volunteers working over 4 locations (Eyemouth, Duns, Kelso, and Hawick) delivering a busy advice service. We strive to deliver a good quality service that meets the needs of our clients in a non-judgemental and confidential manner. We aim for individuals not to suffer through not knowing or understanding their rights and responsibilities or not being aware of the services available to them. We provide advice and options to our clients so that they can make informed decision and feel empowered to improve their personal circumstance.

Job description:

The Money Advice Worker is responsible for quality of advice and delivery of the money advice service provided by Roxburgh & Berwickshire CAB.

Key Responsibilities

• Providing money advice casework service to clients, undertaking detailed casework on their behalf
• Providing support for money advice within the CAB Generalist service, including to both staff and volunteers.