Advice Quality and Operations Manager

Purpose of the Job

Advice Quality and Operations Managers will make sure clients get accurate and appropriate advice and that advisers are supported and can develop their skills.

Maintain a consistent quality of advice and help for clients by providing support, guidance and feedback on a day-to-day basis and using those insights to drive advice service development.

This role is vital in fostering a culture of quality and excellence within the agency, ensuring that both staff and volunteers are well-equipped to deliver exceptional advice services to clients.

Job Description

Strategy and planning

• Work with the Head of Advice to develop and deliver an operational plan to support delivery of the strategic priorities, which is measured, monitored and reported up to the CEO and Board of Trustees.
• Co-ordinate activities, procedures and systems so as to promote the common policies and practices with the appropriate advice services.
• Ensure that the strategy is accessible to and understood by all staff and volunteers and they know the role they play in achieving our goals.

Risk management and compliance

• Regularly review the risks to which the charity is exposed to relating to Advice Services and provide assurance that systems or procedures are in effective operation to manage those risks.
• Ensure the use of systems in place to meet the requirements of all applicable regulatory bodies relating to the Advice Service Delivery.
• Working with the rest of the management team ensures that good data protection practices are embedded in our day-to-day operations.
• Assess requests made in relation to GDPR.

People management and development

• Support team members in continuous learning that will equip and develop people to deliver outstanding advice delivery. Responsibility for the delivery of the training and development plan for the Advice Services Department including, sourcing, delivering, evaluating and maintaining records.
• Supervise the work of paid staff and volunteers
• Maintain and develop standards of service delivery.
• Advise the Head of Advice on staffing and service-related issues.
• Plan and allocate work, monitor achievements of deadlines and key performance indicators and provide support as appropriate.
• Ensure that the service area and projects are adequately resourced.
• Ensure recruitment and selection of paid staff and volunteers as appropriate.
• Develop inclusive learning and development activities to meet quality standards and the organisation s learning and development plan. Facilitate inclusive group and / or one-to-one learning and development activities. Organise internal and external learning and development activities to ensure the competence and continuing development of staff and volunteers.
• Contribute to the assessment of competence of staff and volunteers. Co-ordinate assessment activities and make final decisions on competence.
• Working with the rest of the leadership team ensures the organisation delivers a fair, inclusive, equitable and transparent employee and volunteer experience, taking account of our EDI aims and in line with employment law and the Equality Act 2010.
• Ensure Open and timely communication that provides information about the organisation and context for decisions that are made, helps to build trust and confidence and earn legitimacy.
• Ensure the effective performance management and development of staff through regular supervision sessions, appraisals and learning and development.
• Ensure Training is delivered and records confirm all client facing paid staff and volunteers that may be involved in providing money and debt information and advice have completed an accredited training programme
• Direct reports:Dependent on advice area, between 5 to 11 Advisors per AQOM, plus volunteers.

Operational performance management

• Maintain, develop and monitor effective and relevant performance indicators and management processes, with particular emphasis on the application of customer insight data and feedback on complaints.
• In line with the Advice Quality Standard, work with the Head of Advice and the other Advice Quality and Operations Managers to ensure that staff and volunteers have adequate supervision and that advisers have access to support at all times when delivering advice to clients.
• Ensuring quality - actively supporting the quality of advice by guiding the team to information sources, checking that all aspects of a client's situation have been considered, checking that follow up work is progressed, and that research and campaigns issues are identified.
• Monitor the quality of advice given to clients to ensure that standards meet Citizens Advice requirements. Completing Case Checking, QAA Audits and independent file reviews (IFR) to ensure quality assurance at a whole service level. Using the insights to further develop the services to clients and skills of advisers.
• Maintain and develop standards of service delivery.
• Take part in internal consistency exercises at least quarterly.
• Providing support - actively supporting each team member to develop their skills and competences, by explaining, guiding, demonstrating, encouraging, suggesting, coaching, giving constructive feedback and challenging appropriately - adapting the level of support to individual competence and need, and taking account of the team as a whole.
• Manage the practicalities of the service: Including overseeing all practical issues relating to the service delivery, ensuring service delivery and adequate cover is in place, allocating the team to face-to-face work and other communication methods, checking waiting times and interview lengths, and if necessary, dealing with client or Citizens Advice emergencies.
• Provide technical support and act as consultant to the advisers.
• Monitoring of service delivery and advice service contracts performance to report against KPIs, with reference to outcomes for clients, identifying any issues and proposed actions. Reporting significant risks to the Head of Advice. Ensure that appropriate systems are developed and maintained for case recording, statistics, follow up work and quality control.
• Client Experience: Use our written process for dealing with complaints, ensuring that regulatory requirements are met (for debt and money advice complaints) to ensure Complaints are handled effectively and data is used to drive improvements where appropriate.
• Ensuring that appropriate data protection procedures are in place and are followed by all workers.
• Lead on safeguarding and gender violence issues in accordance with policies.

Other duties and responsibilities

• Understanding and acceptance of the need to work occasional evenings and weekends, both on site and on-call, as required.

Stakeholder Engagement

• Collaborate with management and other departments to align quality standards with organisational goals.
• Engage with external partners and regulators to ensure compliance with industry standards and share best practices.

Reporting and Analysis

• Prepare and present reports on advice quality metrics to management and stakeholders.
• Utilise data to identify trends, risks, and opportunities for improvement.

Confidentiality and safeguarding

• Confidentiality is a core principle of Citizens Advice. Support the team with the application of the confidentiality policy.
• Implementing adult and child safeguarding policies and training staff and volunteers how to identify and deal with safeguarding concerns.
• Dealing with a conflict of interest and ensuring our service takes the right action to protect the client, our staff and volunteers and the service.

Research and Campaigns

• Ensure that staff and volunteers consistently and accurately generate Advice Issue Codes (AICs), evidence forms and profile data and participate in the Network Panel Surveys

Person Specification What you need to do this job

Essential Criteria

• Ability to lead and contribute to a team, including the ability to prioritise own work and the work of others, and take decisions in the day to day running of a busy service area.
• Ability to plan and manage projects.
• Commitment to continuing professional development.
• Experience of monitoring and maintaining service delivery against agreed targets.
• Ability to plan and prioritise own time and work and work of others in a pressured environment.
• Experience of analysing information to produce reports.
• Leadership and management ability within the context of understanding the needs of a voluntary sector organisation.
• Ability to communicate effectively in person, in writing and over the telephone with individuals and with a wide variety of organisations and audiences.
• Ability to meet Citizens Advice competence with a minimum of three years experience of involvement with advice giving.
• Ability to research, analyse and interpret complex information and to produce and present clear verbal and written reports.

Desired Criteria

• Significant experience managing large advice and helpline services which includes supporting individuals within at least one of the areas of (for example) welfare benefits, debt management, housing, or health and social care issues.
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