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.

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.

Make a lasting impact

We’re looking for an experienced and motivated fundraising professional to join our Senior Management Team to lead fundraising and business development that secures the bureau’s long-term sustainability and income growth.

This is an exciting opportunity to play a key strategic role in strengthening and expanding our services, ensuring we continue to deliver high-quality, accessible advice to those who need it most.

This role will provide essential support by leading business development activities that secure a sustainable future and reinforce our position as Dundee’s preferred advice provider. Key responsibilities include driving the growth of charitable funding and strengthening relationships with new and existing supporters to allow us to continue delivering trusted and quality assured advice and support to our community. The postholder will play a vital role in shaping new opportunities, building partnerships and ensuring the bureau remains responsive to local needs.

Our annual income is currently £850,000 - £900,000 per year to deliver community focused, community based and community led advice programmes. We aim to increase this to over £1 million within the next 12-24 months. We currently spend over 90% of our income of staffing costs with very little unrestricted income to work with. We currently have 27 staff and 26 volunteers.

All fundraising activity must comply with the bureau’s funding framework and adhere to the principles of the Fundraising Guarantee and Good Fundraising practice.

What we do

Dundee Citizens Advice Bureau is an independent local charity and a member of the Scottish Association of Citizens Advice Bureaux. We provide free, confidential and impartial advice to people across Dundee, as well as Tayside and Scotland through national project delivery. We support people to resolve problems, understand their rights and improve their lives. We are committed to equality, inclusion and the delivery of high-quality, nationally accredited advice.

What you’ll do

• Identify additional income streams, including new grants, donations, and unrestricted income.
• Develop and manage the fundraising framework.
• Work with the CEO to develop and maintain relationships with funders, stakeholders, and the broader community.
• Help implement a marketing strategy to enhance the bureau’s visibility.
• Create a self-sustaining role within the organisation with measurable results.

What we’re looking for

• Proven experience in securing charitable funding and business development
• Ability to produce high-quality, high value funding proposals
• Strong organisational skills with a collaborative, proactive approach
• Excellent communication and relationship management skills
• Commitment to the aims and values of the Citizens Advice Bureau

Why join us?

You’ll be part of a committed and supportive team making a real difference in our community. We offer flexible working options, employer pension contributions, generous annual leave and the opportunity to help shape the future of a trusted local organisation.

Person Specification

The successful candidate will be enthusiastic, motivated and strategic with a strong commitment to the values and aims of the Citizens Advice Bureau. They will combine proven experience in charitable fundraising and business development with excellent communication and relationship management skills. The postholder will demonstrate initiative and a collaborative approach by working effectively across teams and with external partners to ensure the bureau’s long-term sustainability and visibility.

Essential

• Proven track record of securing charitable funding from a variety of sources with ability to create multi-year project budgets and knowledge of full cost recovery model
• Working knowledge of online trust fundraising research.
• Demonstrable experience in a business development and/or fundraising role.
• Experience of building and maintaining effective stakeholder relationships in support of business development activities.
• Excellent written and verbal communication skills.
• Ability to produce high-quality proposals, reports, and marketing materials.
• Strong organisational and time management skills, with the ability to balance multiple priorities effectively.
• Ability to work collaboratively as part of a small team, contributing to shared goals and supporting colleagues across functions
• Understanding of ethical fundraising standards, including Good Fundraising principles and the Fundraising Guarantee.

Desirable

• Qualified member of the Institute of Fundraising (Certificate or Diploma) or working towards
• Knowledge and experience of strategy development and implementation, particularly within the third sector.
• Understanding of the key principles and methods of data collection, monitoring, and evaluation for service improvement
• Ability to positively influence stakeholders and manage strategic relationships.
• Experience of using evidence and evaluation data to support funding applications and reporting.
• Experience in managing communications across a range of mediums, including strong understanding of social media and digital platforms for public engagement.
• Understanding of the financial pressures facing Third Sector agencies
• Knowledge of and commitment to the Aims and Principles of the Citizens Advice Bureau
• Experience of securing unrestricted or core funding in a charity setting

Equal Opportunities

Dundee Citizens Advice Bureau is an equal opportunities employer. We welcome applications from all sections of the community and are committed to creating an inclusive and diverse workplace. Reasonable adjustments will be made throughout the recruitment process.

If you require this information in an alternative format or need support with your application, please contact us.