Advice Service Manager
Organisation
Pembrokeshire Care Society, working as Pembrokeshire Action for the Homeless
Location
7 Picton Place, Haverfordwest, Pembrokeshire, SA61 2LE
Hours
30 hours per week, worked over four or five days by agreement
Salary
£36,000 full-time equivalent. £29,189 actual for 30 hours
Contract
Fixed term to 31 March 2028, subject to continuation funding
Reports to
Managing Director
Responsible for
Advice Team
Purpose of the role
To lead our social welfare advice service, making sure that people across Pembrokeshire get accurate, timely and genuinely useful help with housing, debt, benefits and related problems.
The post holder will manage and support a small advice team, carry a personal caseload, hold the service to a recognised quality standard, and lead the development of our money advice offer, including our route to authorisation by the Financial Conduct Authority.
This is a hands-on management role in a small charity. You will lead the team and work alongside them.
About us
Pembrokeshire Care Society has worked to prevent homelessness across Pembrokeshire for more than forty years. We provide housing advice and tenancy support, a social lettings agency managing around 150 homes, trauma-informed counselling, and skills and confidence building for people rebuilding their lives.
Our advice service is funded by the Welsh Government through the Single Advice Fund. We are accredited to the Advice Quality Standard, which is approved under the Welsh Government's Information and Advice Quality Framework for Wales. We are developing a money advice service in partnership with Community Money Advice, working towards our own authorisation from the Financial Conduct Authority.
We are a small organisation going through a period of change. This is a role for someone who wants to build something.
Key responsibilitiesService leadership and team management
- Recruit, lead, supervise and develop the advice team, currently two part-time advice workers, with additional capacity planned
- Provide regular one-to-one supervision, case discussion and annual appraisal
- Recruit, train and support volunteers and student placements, developing volunteer capacity within the service over time
- Provide induction, ongoing supervision and appropriate boundaries for volunteers working with clients
- Plan and organise advice sessions, including outreach and drop-in provision across the county
- Support the team's professional development, including accredited training
Advice delivery
Direct client work will form a substantial part of this role. The balance between casework and management will be agreed with the Managing Director on appointment and reviewed through supervision.
- Carry a personal caseload, including complex and escalated cases
- Act as the point of escalation for the advice team, providing technical support and sign-off
- Maintain your own technical knowledge of housing, homelessness, welfare benefits and money advice as they apply in Wales, and make sure changes are passed on to the team
Quality and compliance
- Maintain our Advice Quality Standard accreditation, including preparing for audit and reassessment
- Establish and maintain consistent case recording practice across the team, including accurate first-contact recording
- Maintain accurate recording across our case management system and the Community Money Advice case system, and keep the team up to date with changes to both
- Carry out file reviews and quality assurance of the team's casework, in line with the Financial Conduct Authority Consumer Credit Sourcebook and Consumer Duty
- Maintain policies and procedures covering confidentiality, data protection, safeguarding, conflicts of interest and complaints
- Support the organisation's obligations on Welsh language and equalities
Grant management and funder relationship
- Prepare quarterly monitoring returns and support the quarterly funding claims
- Monitor performance against agreed volume expectations and flag risks early
- Act as day-to-day contact for the Welsh Government grant manager
- Contribute to future funding applications and to reporting to our Board of Trustees
Service development
- Lead the development of our money advice offer in partnership with Community Money Advice
- Manage the day to day working relationship with the Community Money Advice hub, ensuring cases are referred, progressed and closed effectively
- Lead our application for authorisation by the Financial Conduct Authority, with support from Community Money Advice and external advisers
- Achieve Money and Pensions Service accredited debt advice training to Casework and Specialist level, in order to undertake file reviews and oversight of the advice team's casework
- Develop and deliver budgeting and money management sessions for groups and community partners
- Identify gaps in local provision and develop the service to meet them
Partnership and representation
- Build and maintain working relationships with Pembrokeshire County Council, Citizens Advice, Shelter Cymru, credit unions, food banks and other local partners
- Represent the service at local and regional forums
- Promote the service so that people who need it know it exists
Person specificationEssentialExperience
- Experience of delivering social welfare advice, in at least one of housing, homelessness, welfare benefits or money advice
- Experience of supervising or supporting other advisers, formally or informally
- Experience of managing a caseload and meeting deadlines under pressure
Knowledge
- Sound working knowledge of housing and homelessness law and practice in Wales
- Understanding of welfare benefits and their interaction with housing costs
- Understanding of the barriers faced by people who are homeless or at risk of homelessness
Skills
- Clear written and spoken communication, with the ability to explain complicated things simply
- Confident use of case management systems and standard office software
- Accurate record keeping and report writing
- Confident with numbers, including household budgets, income maximisation calculations and debt figures
- Ability to plan, prioritise and work independently
Personal qualities
- Willing to undertake accredited debt advice training and to lead on the Financial Conduct Authority authorisation process with external support
- Honest, discreet and able to act with integrity, understanding the importance of confidentiality
- Able to stay objective and maintain professional boundaries when working with people in distress
- Non-judgemental, and committed to working with people in difficult circumstances
- Comfortable in a small organisation where people help each other out
Desirable
- A relevant qualification, for example the Chartered Institute of Housing Level 3 or 4, the Certificate in Money Advice Practice, or a legal or advice qualification
- Experience of debt or money advice, and of the regulatory framework around it
- Approved Intermediary status for Debt Relief Orders, or willingness to train
- Experience of managing grant funded services and reporting to funders
- Experience of working to a quality standard or of grant funded performance reporting
- Experience of maintaining the Advice Quality Standard or an equivalent quality mark
- The ability to speak Welsh, or a willingness to learn. We are committed to offering our service bilingually and we will support Welsh language learning
- Experience of working with volunteers
- Full driving licence and access to a vehicle, given the rural nature of the county
Terms and conditions
- 30 hours per week, worked flexibly over four or five days by agreement
- Annual leave of 25 days plus bank holidays, pro rata
- Contributory pension scheme
- Access to our Employee Assistance Programme
- Regular supervision and a commitment to your professional development
- Fixed term to 31 March 2028, subject to continuation of funding
- Appointment is subject to an enhanced Disclosure and Barring Service check and satisfactory references
How to apply
Please send an up-to-date curriculum vitae, together with a covering letter explaining why you are the right person for this role, by email to [email protected]
The closing date for applications is 9 September 2026, although we reserve the right to close the process sooner if we identify the right candidate.
We particularly welcome applications from Welsh speakers and from people with lived experience of homelessness or financial hardship.
Pembrokeshire Care Society. Registered charity number 1048218. Company registration number 03062605.
We welcome applications in Welsh. An application submitted in Welsh will not be treated less favourably than one submitted in English.
Croesewir ceisiadau yn Gymraeg. Ni fydd cais a gyflwynir yn Gymraeg yn cael ei drin yn llai ffafriol na chais a gyflwynir yn Saesneg.
Pembrokeshire Action for the Homeless
Disgrifiad Swydd a Manyleb Person
Rheolwr y Gwasanaeth Cyngor
Sefydliad
Pembrokeshire Care Society, sy’n gweithredu fel Pembrokeshire Action for the Homeless
Lleoliad
7 Picton Place, Hwlffordd, Sir Benfro, SA61 2LE
Oriau
30 awr yr wythnos, dros bedwar neu bum diwrnod drwy gytundeb. Mae wythnos amser llawn yn 37 awr
Cyflog
£36,000 cyfwerth ag amser llawn. £29,189 gwirioneddol am 30 awr
Contract
Cyfnod penodol hyd at 31 Mawrth 2028, yn amodol ar barhad y cyllid
Yn atebol i
Y Rheolwr Gyfarwyddwr
Yn gyfrifol am
Y Tîm Cyngor
Diben y rôl
Arwain ein gwasanaeth cyngor lles cymdeithasol, gan sicrhau bod pobl ar draws Sir Benfro yn cael cymorth cywir, amserol a gwirioneddol ddefnyddiol gyda thai, dyled, budd-daliadau a phroblemau cysylltiedig.
Bydd deiliad y swydd yn rheoli ac yn cefnogi tîm cyngor bach, yn cario llwyth achosion personol, yn cadw’r gwasanaeth at safon ansawdd gydnabyddedig, ac yn arwain datblygiad ein cynnig cyngor ariannol, gan gynnwys ein llwybr tuag at awdurdodiad gan yr Awdurdod Ymddygiad Ariannol.
Mae hon yn rôl reoli ymarferol mewn elusen fach. Byddwch yn arwain y tîm ac yn gweithio ochr yn ochr â nhw.
Amdanom ni
Mae Pembrokeshire Care Society wedi gweithio i atal digartrefedd ar draws Sir Benfro ers dros ddeugain mlynedd. Rydym yn darparu cyngor tai a chefnogaeth tenantiaeth, asiantaeth gosod tai gymdeithasol sy’n rheoli tua 150 o gartrefi, cwnsela sy’n ystyriol o drawma, a datblygu sgiliau a hyder i bobl sy’n ailadeiladu eu bywydau. Mae llawer o’n gwaith cwnsela yn cael ei ddarparu gan wirfoddolwyr, ac rydym yn awyddus i ddatblygu capasiti gwirfoddolwyr o fewn y gwasanaeth cyngor hefyd.
Mae ein gwasanaeth cyngor yn cael ei ariannu gan Lywodraeth Cymru drwy’r Gronfa Gynghori Sengl. Rydym wedi ein hachredu i’r Advice Quality Standard, sydd wedi ei gymeradwyo o dan Fframwaith Ansawdd Gwybodaeth a Chyngor i Gymru Llywodraeth Cymru. Rydym yn datblygu gwasanaeth cyngor ariannol mewn partneriaeth â Community Money Advice, gan weithio tuag at ein hawdurdodiad ein hunain gan yr Awdurdod Ymddygiad Ariannol.
Rydym yn sefydliad bach sy’n mynd drwy gyfnod o newid, ac rydym yn onest am hynny. Mae hon yn rôl i rywun sydd am adeiladu rhywbeth.
Prif gyfrifoldebauArwain y gwasanaeth a rheoli’r tîm
- Recriwtio, arwain, goruchwylio a datblygu’r tîm cyngor, sef dau weithiwr cyngor rhan-amser ar hyn o bryd, gyda chapasiti ychwanegol wedi ei gynllunio
- Darparu goruchwyliaeth un i un reolaidd, trafodaeth achos ac arfarniad blynyddol
- Recriwtio, hyfforddi a chefnogi gwirfoddolwyr a lleoliadau myfyrwyr, gan ddatblygu capasiti gwirfoddolwyr o fewn y gwasanaeth dros amser
- Darparu sefydlu, goruchwyliaeth barhaus a ffiniau priodol i wirfoddolwyr sy’n gweithio gyda chleientiaid
- Cynllunio a threfnu sesiynau cyngor, gan gynnwys darpariaeth allgymorth a galw heibio ar draws y sir
- Cefnogi datblygiad proffesiynol y tîm, gan gynnwys hyfforddiant achrededig
Darparu cyngor
Bydd gwaith uniongyrchol gyda chleientiaid yn rhan sylweddol o’r rôl hon. Cytunir ar y cydbwysedd rhwng gwaith achos a rheoli gyda’r Rheolwr Gyfarwyddwr ar benodiad, a chaiff ei adolygu drwy oruchwyliaeth.
- Cario llwyth achosion personol, gan gynnwys achosion cymhleth ac achosion sydd wedi eu huwchgyfeirio
- Gweithredu fel y pwynt uwchgyfeirio i’r tîm cyngor, gan ddarparu cymorth technegol a chymeradwyaeth
- Cadw eich gwybodaeth dechnegol eich hun am dai, digartrefedd, budd-daliadau lles a chyngor ariannol fel y maent yn berthnasol yng Nghymru, a sicrhau bod newidiadau yn cael eu trosglwyddo i’r tîm
Ansawdd a chydymffurfiaeth
- Cynnal ein hachrediad Advice Quality Standard, gan gynnwys paratoi ar gyfer archwiliad ac ailasesiad
- Sefydlu a chynnal arfer cofnodi achosion cyson ar draws y tîm, gan gynnwys cofnodi cyswllt cyntaf yn gywir
- Cynnal cofnodion cywir ar draws ein system rheoli achosion a system achosion Community Money Advice, a chadw’r tîm yn gyfredol â newidiadau i’r ddwy
- Cynnal adolygiadau ffeiliau a sicrwydd ansawdd o waith achos y tîm, yn unol â Llyfr Ffynhonnell Credyd Defnyddwyr (CONC) a Dyletswydd Defnyddwyr yr Awdurdod Ymddygiad Ariannol
- Cynnal polisïau a gweithdrefnau sy’n ymwneud â chyfrinachedd, diogelu data, diogelu, gwrthdaro buddiannau a chwynion
- Cefnogi rhwymedigaethau’r sefydliad ar y Gymraeg a chydraddoldeb
Rheoli grant a’r berthynas â’r cyllidwr
- Paratoi ffurflenni monitro chwarterol a chefnogi’r hawliadau cyllid chwarterol
- Monitro perfformiad yn erbyn y disgwyliadau cyfaint y cytunwyd arnynt a nodi risgiau’n gynnar
- Bod yn bwynt cyswllt o ddydd i ddydd i reolwr grant Llywodraeth Cymru
- Cyfrannu at geisiadau cyllid yn y dyfodol ac at adrodd i Fwrdd yr Ymddiriedolwyr
Datblygu’r gwasanaeth
- Arwain datblygiad ein cynnig cyngor ariannol mewn partneriaeth â Community Money Advice
- Rheoli’r berthynas waith o ddydd i ddydd gyda hyb Community Money Advice, gan sicrhau bod achosion yn cael eu cyfeirio, eu symud ymlaen a’u cau yn effeithiol
- Arwain ein cais am awdurdodiad gan yr Awdurdod Ymddygiad Ariannol, gyda chefnogaeth gan Community Money Advice a chynghorwyr allanol
- Cwblhau hyfforddiant cyngor dyled achrededig y Gwasanaeth Arian a Phensiynau i lefel Gwaith Achos ac Arbenigol, er mwyn cynnal adolygiadau ffeiliau a goruchwylio gwaith achos y tîm cyngor
- Datblygu a chyflwyno sesiynau cyllidebu a rheoli arian i grwpiau a phartneriaid cymunedol
- Nodi bylchau yn y ddarpariaeth leol a datblygu’r gwasanaeth i’w llenwi
Partneriaeth a chynrychiolaeth
- Adeiladu a chynnal perthnasoedd gwaith gyda Chyngor Sir Penfro, Cyngor ar Bopeth, Shelter Cymru, undebau credyd, banciau bwyd a phartneriaid lleol eraill
- Cynrychioli’r gwasanaeth mewn fforymau lleol a rhanbarthol
- Hyrwyddo’r gwasanaeth fel bod pobl sydd ei angen yn gwybod ei fod yn bodoli
Manyleb personHanfodolProfiad
- Profiad sylweddol o ddarparu cyngor lles cymdeithasol, mewn o leiaf un o dai, digartrefedd, budd-daliadau lles neu gyngor ariannol
- Profiad o oruchwylio neu gefnogi cynghorwyr eraill, yn ffurfiol neu’n anffurfiol
- Profiad o reoli llwyth achosion a chyrraedd terfynau amser dan bwysau
Gwybodaeth
- Gwybodaeth ymarferol gadarn am gyfraith ac arfer tai a digartrefedd yng Nghymru
- Dealltwriaeth o fudd-daliadau lles a’u rhyngweithiad â chostau tai
- Dealltwriaeth o’r rhwystrau y mae pobl sy’n ddigartref neu mewn perygl o ddigartrefedd yn eu hwynebu
Sgiliau
- Cyfathrebu clir ar lafar ac yn ysgrifenedig, gyda’r gallu i egluro pethau cymhleth yn syml
- Defnydd hyderus o systemau rheoli achosion a meddalwedd swyddfa safonol
- Cadw cofnodion cywir ac ysgrifennu adroddiadau
- Hyderus gyda rhifau, gan gynnwys cyllidebau cartref, cyfrifiadau uchafu incwm a ffigurau dyled
- Y gallu i gynllunio, blaenoriaethu a gweithio’n annibynnol
Rhinweddau personol
- Parod i gwblhau hyfforddiant cyngor dyled achrededig ac i arwain ar y broses awdurdodi gan yr Awdurdod Ymddygiad Ariannol gyda chefnogaeth allanol
- Gonest, doeth a’r gallu i weithredu gydag uniondeb, gan ddeall pwysigrwydd cyfrinachedd
- Y gallu i aros yn wrthrychol a chynnal ffiniau proffesiynol wrth weithio gyda phobl mewn gofid
- Anfeirniadol, ac wedi ymrwymo i weithio gyda phobl mewn amgylchiadau anodd
- Cyfforddus mewn sefydliad bach lle mae pobl yn helpu ei gilydd
Dymunol
- Cymhwyster perthnasol, er enghraifft Lefel 3 neu 4 y Sefydliad Tai Siartredig, y Certificate in Money Advice Practice, neu gymhwyster cyfreithiol neu gynghori
- Profiad o gyngor dyled neu gyngor ariannol, ac o’r fframwaith rheoleiddio o’i gwmpas
- Statws Cyfryngwr Cymeradwy ar gyfer Gorchmynion Rhyddhau Dyled, neu barodrwydd i hyfforddi
- Profiad o reoli gwasanaethau a ariennir gan grant ac o adrodd i gyllidwyr
- Profiad o gynnal yr Advice Quality Standard neu nod ansawdd cyfwerth
- Y gallu i siarad Cymraeg, neu barodrwydd i ddysgu. Rydym wedi ymrwymo i gynnig ein gwasanaeth yn ddwyieithog a byddwn yn cefnogi dysgu Cymraeg
- Profiad o weithio gyda gwirfoddolwyr
- Trwydded yrru lawn a mynediad at gerbyd, o ystyried natur wledig y sir
Telerau ac amodau
- 30 awr yr wythnos, yn hyblyg dros bedwar neu bum diwrnod drwy gytundeb
- Gwyliau blynyddol o 25 diwrnod ynghyd â gwyliau banc, pro rata
- Cynllun pensiwn cyfrannol
- Mynediad at ein Rhaglen Cymorth i Weithwyr
- Goruchwyliaeth reolaidd ac ymrwymiad i’ch datblygiad proffesiynol
- Cyfnod penodol hyd at 31 Mawrth 2028, yn amodol ar barhad y cyllid
- Mae’r penodiad yn amodol ar wiriad manwl gan y Gwasanaeth Datgelu a Gwahardd a geirdaon boddhaol
Sut i wneud cais
Anfonwch CV cyfredol, ynghyd â llythyr eglurhaol yn esbonio pam mai chi yw’r person iawn ar gyfer y rôl hon, drwy e-bost at [email protected]
Y dyddiad cau ar gyfer ceisiadau yw 6 Medi 2026, er ein bod yn cadw’r hawl i gau’r broses yn gynt os byddwn yn dod o hyd i’r ymgeisydd iawn.
Croesewir ceisiadau yn Gymraeg. Ni fydd cais a gyflwynir yn Gymraeg yn cael ei drin yn llai ffafriol na chais a gyflwynir yn Saesneg.
Rydym yn croesawu’n arbennig geisiadau gan siaradwyr Cymraeg a chan bobl sydd â phrofiad byw o ddigartrefedd neu galedi ariannol.
Pembrokeshire Care Society. Rhif elusen gofrestredig 1048218. Rhif cofrestru cwmni 03062605.
Pay: £36,000.00 per year
Benefits:
Work Location: In person
