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Navigate; Devon and Torbay; On-site; GBP 26,000 - 28,000; Full time

Benefits offered by this job

Disability Confident employer

Job summary

Navigate is seeking an organised, compassionate Crisis Support and Benefits Officer in Devon. You will be the first point of contact for clients, conduct holistic assessments and connect people with the right adviser or service, with structured training and supervision provided.

Role involves supporting individuals in financial crisis, capturing information for benefit checks and referrals, and maintaining case records. Clinic-like support may include phone, video, or home visits as appropriate.

Qualifications

• No money-advice experience required; structured training provided.
• First point of contact for referrals, assess urgent needs and risks.
• Assist with benefit checks and evidence gathering after training.

Responsibilities

• Contact new referrals promptly and explain how the service can help.
• Complete a holistic assessment of each client’s circumstances, priorities, risks and communication needs.
• Help stabilise urgent situations involving food, fuel, housing, benefits, enforcement or other financial pressures.
• Complete benefit checks and support claims, evidence gathering and income-maximisation activity once trained.
• Help clients prepare information and documents for specialist money or debt advice.
• Allocate or refer clients to the right adviser, partner or external service and make warm referrals with consent.
• Keep in regular contact with clients awaiting specialist support and monitor their progress through the service.
• Provide flexible support by telephone, video, secure digital communication, outreach or home visit where appropriate.
• Maintain accurate AdvicePro records and promptly elevate safeguarding or high-risk concerns.

Skills

Listening

Empathy

Organisation

Communication

Tools

AdvicePro

Job description

Exeter Crisis Support and Benefits Officer - No Experience Required

We are looking for an organised, compassionate person who can listen, build trust and help people take practical next steps during a financial crisis. Previous money-advice experience is not essential. We will provide structured training, supervision and support.

About Navigate Charity

Navigate is a registered charity providing free, confidential money and debt advice, welfare-benefits support and financial education across Devon and Somerset. We specialise in supporting people who face barriers to mainstream services and adapt our support to each person's needs.

About the Exeter Crisis and Resilience Partnership

This role is part of the Exeter Crisis & Resilience Fund service, delivered by Navigate, Churches Housing Action Team (CHAT) and Encompass Southwest as the Wis£rmoney partnership. Together, we help Exeter residents move from immediate financial crisis towards greater stability and resilience.

About the Role

As a Crisis Support and Benefits Officer, you will be the first point of contact for people referred to the service. You will listen, identify urgent needs and risks, provide practical initial support and connect each person with the right adviser or partner. You will maintain contact so that clients feel supported and do not become lost in the system.

What You Will Do

• Contact new referrals promptly and explain how the service can help.
• Complete a holistic assessment of each client’s circumstances, priorities, risks and communication needs.
• Help stabilise urgent situations involving food, fuel, housing, benefits, enforcement or other financial pressures.
• Complete benefit checks and support claims, evidence gathering and income-maximisation activity once trained.
• Help clients prepare information and documents for specialist money or debt advice.
• Allocate or refer clients to the right adviser, partner or external service and make warm referrals with consent.
• Keep in regular contact with clients awaiting specialist support and monitor their progress through the service.
• Provide flexible support by telephone, video, secure digital communication, outreach or home visit where appropriate.
• Maintain accurate AdvicePro records and promptly elevate safeguarding or high-risk concerns.

Proud member of the Disability Confident employer scheme

About Disability Confident

Disability Confident is a government scheme. It encourages employers to recruit and retain disabled people and those with long term health conditions.

Company: Navigate Salary: £26,228 to £27,880 a year Hours: Full-time Location: Devon Working pattern: Field-based Job type: Contract Posting date: 24 Sept 2026 Closing date: 24 Oct 2026