About YorEnergy
YorEnergy is an end-to-end home energy efficiency and retrofit service that helps residents make confident, practical decisions about improving their homes.
Launched in October 2024, YorEnergy has supported residents across York ever since. We have already delivered more than 1,000 advice interactions and over 175 home energy assessments, creating a strong and growing pipeline of retrofit activity.
We are now expanding across North Yorkshire and beyond.
Our ambition is to make home energy improvements easier to understand, access and deliver. We bring together community engagement, impartial advice, home assessment, digital tools and a network of trusted suppliers to provide residents with a clear route from their first questions through to installation.
As YorEnergy grows, we want to bring more technical and resident-facing expertise in-house. This will enable us to provide more detailed advice, support more households and help more residents progress from initial interest to completed works.
This is an opportunity to join a growing, ambitious organisation and help shape the future of retrofit delivery across York, North Yorkshire and beyond.
The opportunity
As a Retrofit Adviser & Assessor, your primary responsibility will be to provide clear, personalised and technically informed advice to residents.
You will spend much of your time speaking with residents by telephone, video and email, understanding their property, circumstances, priorities and motivations and helping them identify suitable measures and next steps.
The way you communicate will be just as important as your technical knowledge. Different residents have different homes, budgets, priorities and levels of understanding. You will listen carefully, meet people where they are and make complex information relevant and accessible.
You might support someone whose main priority is reducing their bills, while another resident may want a warmer home, lower carbon emissions, greater comfort or a long-term improvement plan. Your advice will reflect both the property and what the resident wants to achieve.
Alongside this advice-led work, you will have the qualifications and competence to undertake virtual and occasional in-person domestic retrofit assessments where these will help residents understand their homes and make informed decisions.
Assessment capability strengthens the advice offered but does not replace the role’s central purpose: building resident confidence, overcoming barriers and helping people take action.
Formal PAS 2035 retrofit design, coordination and installer specifications will remain with appropriately qualified professionals unless you hold the relevant additional competencies and are expressly appointed to perform those functions.
What you’ll do
- Resident advice and engagement: Deliver personalised advice by telephone, video and email, building a clear understanding of each resident’s home, circumstances, priorities, motivations, budget and readiness to act.
- Technical retrofit guidance: Identify potentially suitable measures and explain areas such as insulation, glazing, ventilation, heating systems and controls, heat pumps and solar PV. Help residents understand costs, benefits, savings, limitations, interactions, risks and sensible sequencing.
- Funding and next steps: Identify potential eligibility for grants, provide appropriate signposting, introduce general finance options without providing regulated financial advice and agree an initial scope of measures or outcomes for the resident to explore.
- Resident progression: Support residents from initial enquiry through to suitable supplier engagement and installation, answering questions, overcoming barriers and referring matters requiring specialist input.
- Assessment capability: Undertake virtual and occasional in-person domestic retrofit assessments where required, collecting and interpreting relevant information about the property, its condition, occupancy, heating, ventilation and energy performance.
- Assessment outputs: Produce clear and accurate assessment reports and indicative measure briefs, explaining the findings in the context of each resident’s needs, priorities and motivations.
- Community, digital and CRM delivery: Provide advice at community events and resident drop-ins and use YorEnergy’s digital advice, assessment and CRM tools to maintain a consistent experience and accurate records, consents and follow-ups.
- Collaboration and improvement: Work with colleagues and the supplier network to support resident progression, improve the customer journey and contribute technically accurate information to YorEnergy’s guides, campaigns and communications.
What success looks like
- Resident experience: Residents feel listened to, understood and supported, with clear and personable advice that builds trust and confidence.
- Tailored advice: Guidance and potential measures reflect each resident’s property, circumstances, priorities and motivations.
- Clarity and confidence: Residents understand their options, including potential measures, costs, benefits, funding routes and next steps.
- Progression to action: Residents move from initial advice through to suitable supplier engagement, committed works and installation.
- Advice and assessment quality: Advice, assessment outputs and indicative measure briefs are accurate, clear, proportionate and delivered within appropriate professional boundaries.
- Assessment delivery: Virtual and in-person assessments are completed accurately, efficiently and in accordance with applicable requirements.
- Digital delivery and records: Digital tools and CRM systems create a joined-up resident journey, supported by accurate evidence, consent records and follow-up actions.
- Reach and impact: YorEnergy supports increasing numbers of residents and successful home energy improvement projects across York and North Yorkshire.
What you’ll bring
- Qualifications and accreditation: A recognised domestic Retrofit Assessor qualification accepted for PAS 2035 work—typically Domestic Energy Assessor status plus a Level 3 Certificate in Domestic Retrofit Assessment, or an accepted equivalent. You will also hold current accreditation with an approved assessment scheme or be able to secure it before undertaking assessments.
- Advice experience: Demonstrable experience providing energy, retrofit, housing or similar advice to residents by telephone and in person. A recognised Retrofit Adviser qualification is required or must be obtained within an agreed timeframe.
- Resident engagement and communication: A warm, personable and engaging style, with the ability to listen carefully, understand different household needs and motivations and explain technical information without unnecessary jargon.
- Technical understanding: Strong knowledge of domestic energy efficiency, whole-house retrofit, building fabric, heat loss, moisture, ventilation, heating systems, controls, solar PV and other low-carbon technologies.
- Assessment experience and professional judgement: Experience undertaking domestic energy or whole-house retrofit assessments and producing accurate reports, supported by sound judgement about role boundaries and specialist referrals.
- Passion for action: The energy, influencing skills and determination to help residents overcome barriers and move from interest towards practical improvements.
- Digital tools and organisation: Experience using RdSAP or similar software, confidence using digital advice, assessment and CRM tools and strong organisation, evidence handling and record keeping.
- Agility and travel: An adaptable approach, the ability to work independently as part of a growing service and a full UK driving licence with the ability to travel across York and North Yorkshire.
It would be an advantage if you also have
- Additional qualifications: A Level 3 qualification in Energy Efficiency Measures for Older and Traditional Buildings, a Retrofit Coordinator qualification or another relevant technical competence.
- Funding and standards: Knowledge of current grants, publicly funded retrofit schemes, PAS 2035 and TrustMark requirements.
- Specialist knowledge: Experience relating to heat-loss assessment, ventilation, damp and mould, heritage buildings, heating systems or renewable technologies.
- Supplier experience: Experience producing indicative measure briefs or specifications for supplier engagement, procurement or a retrofit marketplace.
- Community engagement: Experience supporting community events, workshops or public-facing technical content.
- Wider expertise: Experience providing advice or assessments relating to community or commercial buildings.
How and where you’ll work
This is a hybrid position with substantial home working and flexibility in how the working week is organised.
You will need to travel across York and North Yorkshire for resident events, community drop-ins, occasional home assessments, team meetings and other delivery activities.
Some occasional evening or weekend work may be required to support community events, with reasonable notice and in line with YorEnergy’s working arrangements.
YorEnergy is growing, so the role will suit someone comfortable working in an agile environment. Your responsibilities may evolve as our geography, services and customer base expand.
YorEnergy will provide the onboarding, digital advice and assessment tools, templates and systems needed to deliver the role.
What we offer
- Purpose-led impact: A role with visible benefits for residents and communities.
- Flexible hybrid working: Significant scope to work from home, with flexibility in how the working week is organised.
- Growing organisation: The opportunity to bring your advice and technical expertise into a growing and ambitious organisation.
- Service influence: A chance to shape YorEnergy’s resident-advice service, assessment capability, digital tools and customer journey.
- Digital tools and systems: Access to the advice and assessment software, tools, templates and systems needed to perform the role.
- Professional development: Ongoing learning and the opportunity to broaden and deepen your retrofit expertise.
- Contract security: A fixed-term position until March 2028, with the likelihood of continuation subject to funding and business need.
Closing date: 21 September 2026
YorEnergy welcomes applications from people of all backgrounds. Please tell us if you need reasonable adjustments at any stage of the recruitment process.
Appointment will be subject to satisfactory references, right-to-work checks and a DBS check. YorEnergy can arrange the DBS check following a conditional offer. A probationary period will apply.
Pay: £35,000.00-£40,000.00 per year
Ability to commute/relocate:
- York, North Yorkshire: reliably commute or plan to relocate before starting work (preferred)
Application question(s):
- Do you hold a recognised qualification as a Retrofit Assessor?
Licence/Certification:
- Driving Licence (preferred)
Work Location: Hybrid remote in York
