Volunteer Roles

Apply to be an Adviser

What does an adviser do?

The role of a CAB adviser is very varied and the most challenging. The training is intense and the standards you must achieve are high! Our clients will depend on you...


Here’s some more information on some of the things advisers do in CAB:

  • interview clients primarily face to face, also by phone and e-mail

  • provide information from AdviserNet and other sources

  • explain the choices the client faces, and what these choices mean

  • offer practical help to clients by writing letters, making phone calls and helping fill in forms

  • perform calculations (for example, to assess entitlement to certain kinds of benefits)

  • refer clients to other departments within CAB or other appropriate agencies if they are better placed to help

  • write comprehensive records of all clients’ cases

Support and development for CAB advisers

You don’t need to know everything to be a CAB adviser! Citizens Advice Bedford utilises an accredited training program that will give you the skills you need to deliver a high-quality service to clients. 

There will always be someone in  CAB that you can go to for guidance or support to make sure that you’re giving the right advice.

Once you’re a competent adviser, you can choose to undertake training and develop specialist skills such as, for example, employment tribunal representation or money advice. In essence, the more time you can commit to volunteering the more you will gain from it!

Apply for Money Advice Assistant


What does a Money Advice Assistant do?

As a Money Advice Assistant you will be part of and support our dedicated Money Advice Team and Caseworkers. You will speak with clients to explore and identify their financial problem and you will provide relevant information and guidance to enable them to deal with their situation more effectively. This service is offered face to face (in accordance with Covid-19 restrictions) and via telephone.   

As an Money Advice Assistant you could be:

  • interviewing clients on the phone 

  • explain the choices the client faces, and what these choices mean

  • perform calculations (for example, to assess how much a client's debt amounts too)

  • enter information into computer systems

  • Assisting the Money Advice team with any ad-hoc tasks as and when required

​You will receive comprehensive training on Debt and Money to enable you to help people experiencing financial difficulties.  You will be fully supported both during and following your training, but the training doesn’t need to stop there as there will be many opportunities to develop yourself professionally in a variety of other areas while volunteering with us.


What does a Client Support Officer do? (Role Not currently available)

Have you ever wondered what it’s like to be first person our clients and visitors meet when they come to see us? 

Our Client Support Officers have an important role in delivering our advice service by welcoming clients with a friendly, yet reassuringly professional persona, performing a triage process and helping everything to run smoothly. At Citizens Advice Bedford, we don't keep clients waiting so you'll need to be well organised, friendly and decisive, with excellent computer skills.


As a Client Support Officer you would:

  • greet clients and other visitors

  • answer the phone

  • ensure clients know what is happening and when they'll be seen

  • explain the services available

  • point out self-help materials

  • monitor client numbers  

  • maintain the client services area

  • enter information into computer systems.

Specific qualifications and experience are not required to take on the role. You need to:

  • have a good manner when talking to people

  • have basic computing skills

  • have an understanding of, and commitment to confidentiality

  • be friendly and approachable

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Apply for Client Support Officer


Citizens Advice Bedford are looking to recruit a Trustee with a substantial track record within Information Technology.

Our Business Planning process and skills analysis has identified a gap in Digital / Strategic IT development which we require to help us move into the next phase of development - understand and implement our next generation IT infrastructure. 

We offer an engaged and dynamic team, the opportunity to volunteer with us remotely/online and a fully accessible office environment (past covid), The board of Citizens Advice Bedford strives for equality, diversity and inclusion where all Trustees feel valued and respected and welcomes all applicants.

Role Description

We are looking to recruit a new Trustee (Non-Executive Charity Director) with a substantial track record within Information Technology, providing you with the ability to offer strategic and more tactical advice and support to the charity. Day-to-day leadership and management are undertaken by the CEO and his leadership team.

  • Provide thought leadership on the role of IT in Citizen Advice Bedford and help build and implement this vision.

  • Highlight the opportunities and the risks of digital in terms of our strategy.

  • Translate the risks and opportunities of digital for other trustees, to enable the board as a whole to engage in an informed way. 

  • Take the lead in evaluating proposals for digital project for the board.

  • Draw on your networks to support our work. 

  • Help ensure that the executive / operations teams have the digital capabilities that they need to implement the strategy.

Person Specification 

  • A successful track record in information technology.

  • Experience of working at a senior management / leadership level.

  • Demonstrable and practical experience of delivering transformational change to business technologies and processes, to deliver cost savings and service improvements for customers.

  • Experience of current agile project management practices, open source, cloud platforms and digital services.

  • Ability to work as part of a team and willingness to take collective responsibility for the governance of our charity.

  • Ability to work at a strategic and visionary level whilst understanding the detail and complexities of delivery, and the influencing skills needed to bring staff and stakeholders along with plans.

  • Strong communicator.

  • Ability to analyse risks and opportunities, and take a balanced approach to both.

  • Extensive networks and a willingness to draw on contacts as appropriate.

Time commitment and location

As part of the National Citizens Advice network, bespoke support and training is available. Including board meetings (4 x year), we estimate total time commitment is no more than 45 hours a year. Past covid, meetings will be held at our offices in Bedford town centre (MK40 1SQ).

What’s in it for you?

  • Make a positive impact for people in your local area by ensuring Citizens Advice Bedford is sustainable and meeting the needs of the community

  • Meet people and be part of an amazing team building relationships with trustees, staff and other volunteers

  • Build on your governance, leadership and strategy skills

  • Increase your experience and employability

  • We'll ensure all expenses are covered 

If you would like an informal conversation or have any other questions please send an email to the address below with your contact details. Thank you.

Apply for Trustee Position