Money Advice Team Lead — Training & Field-Based

Navigate; Barnstaple; On-site; GBP 31,000 - 33,000; Full time

Job summary

Navigate Charity invites applications for a Money Advice Team Leader to guide the Transitions service across West Devon and Torridge. You will retain a small caseload while developing leadership and coaching skills, supported by the Head of Advice Services and regular supervision.

The role offers training and supervision to build confidence in supervision, performance management and contract delivery, with a focus on high‑quality money and debt advice.

Qualifications

• At least two years’ experience delivering money or debt advice to people in financial hardship.
• Experience managing complex casework and making sound professional judgements.
• Good knowledge of money advice, debt advice, welfare benefits and regulatory requirements.
• Ability to explain technical information clearly and support colleagues constructively.
• Strong organisation, communication and partnership-working skills.
• Interest in developing others and progressing into leadership.

Responsibilities

• Provide regular supervision, reflective practice and day-to-day support to the team.
• Review casework and ensure advice meets FCA, Advice Quality Standard, safeguarding and GDPR requirements.
• Oversee referrals and client journeys to ensure timely, coordinated support and gap closure.

Skills

Money advice

Debt advice

Welfare benefits

Regulatory knowledge

Communication

Leadership potential

Job description

Navigate Charity invites applications for a Money Advice Team Leader to guide the Transitions service across West Devon and Torridge. You will retain a small caseload while developing leadership and coaching skills, supported by the Head of Advice Services and regular supervision.

The role offers training and supervision to build confidence in supervision, performance management and contract delivery, with a focus on high‑quality money and debt advice.