Money Advice Team Leader - Crisis and Resilience Fund


Company:	Navigate
Salary:	£31,398 to £32,666 a year
Hours:	Full-time
Location:	Exeter, EX1 1JN
Working pattern:	Hybrid - 3 days remote
Job type:	Contract
Posting date:	18 Aug 2026
Closing date:	11 Sept 2026

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Summary

Key Responsibilities

Leadership and Service Management

• Lead Wis£rmoney's delivery of the Exeter Crisis & Resilience Fund service, ensuring a high-quality, person-centred service that reflects the partnership's shared values and objectives.

• Line manage and support Client Liaison Officers (2) and Money Advice Caseworkers (2), providing regular supervision, reflective practice, coaching and annual appraisals.

• Promote a positive, supportive team culture that prioritises staff wellbeing, continuous learning and high-quality client outcomes.

• Provide guidance and support on complex casework, safeguarding concerns and risk management.

• Lead by example, demonstrating relationship-based, trauma-informed approach to supporting people experiencing financial hardship.

Specialist Casework

• Manage a small caseload of clients with complex financial circumstances requiring specialist intervention.

• Deliver FCA-regulated debt advice, welfare benefits advice, budgeting support, income maximisation and advocacy.

• Develop personalised support plans that address both immediate financial crisis and longer-term resilience.

• Negotiate with creditors, landlords, utility providers and statutory agencies to achieve the best possible outcomes for clients.

• Support clients to access appropriate debt solutions, including Debt Relief Orders and bankruptcy where appropriate.

Quality Assurance and Compliance

• Ensure all advice delivered by Wis£rmoney meets FCA requirements, Advice Quality Standard expectations and organisational policies.

• Carry out regular case reviews, file audits and quality assurance checks to maintain consistently high standards.

• Ensure accurate and timely recording of casework using AdvicePro and associated digital systems.

• Promote excellent information governance, GDPR compliance and safeguarding practice throughout the service.

• Support preparation for contract monitoring, audits and quality inspections.

Partnership Working

• Act as Navigate's operational lead within the Exeter Crisis & Resilience Fund partnership.

• Work collaboratively with Churches Housing Action Team, Encompass Southwest, Exeter City Council and other partner organisations to deliver a coordinated 'No Wrong Door' service.

• Build strong relationships with local agencies to improve referral pathways and client outcomes.

• Represent Wis£rmoney at partnership meetings, operational groups and multi-agency forums.

• Support collaborative problem-solving and contribute to the ongoing development of the partnership.

Service Delivery and Performance

• Ensure timely allocation of referrals according to client need, complexity and risk.

• Maintain oversight of client journeys, ensuring seamless transitions from crisis intervention to longer term resilience support.

• Monitor performance against contractual targets, quality standards and key performance indicators.

• Contribute to contract monitoring reports and evaluation, ensuring outcomes and impact are accurately recorded.

• Identify emerging trends, unmet need and opportunities to improve service delivery.

Outreach, Innovation and Continuous Improvement

• Promote innovative approaches that improve accessibility, efficiency and client outcomes while maintaining personalised support.

• Support the implementation of new systems, digital technologies and service improvements across the partnership.

• Encourage reflective practice and continuous improvement, identifying opportunities to strengthen processes and remove barriers for clients.

• Keep up to date with changes in legislation, regulation and best practice relating to money advice, welfare benefits and financial inclusion.

Safeguarding and Risk Management

• Ensure safeguarding policies and procedures are fully implemented across the service.

• Provide advice and escalation support for safeguarding concerns and high-risk cases.

• Promote safe working practices for staff delivering home visits, outreach and community-based support.

• Foster a culture where safeguarding, professional curiosity and client wellbeing underpin every aspect of service delivery.

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