Money Advice Caseworker

Citizens Advice; St Leonards; On-site; GBP 25,000 - 30,000; Full time

Job summary

A charitable organization in St Leonards is seeking a dedicated Money Advice Caseworker. In this permanent role, you will provide comprehensive advice on resolving complex debt issues, negotiate with creditors, and ensure clients maximize their income through appropriate benefits. Applicants with relevant experience or transferable skills are encouraged to apply. This position supports our mission to relieve poverty and distress.

Qualifications

• Experience in providing money advice and casework.
• Ability to negotiate and communicate effectively with clients and creditors.
• Familiarity with debt resolution processes.

Responsibilities

• Provide full money advice casework for clients.
• Negotiate with creditors on behalf of clients.
• Ensure clients are receiving appropriate benefits.

Skills

Debt negotiation

Client communication

Financial advice

Job description

Overview

Citizens Advice 1066 is seeking a Money Advice Caseworker to join our specialist team. This permanent role is vital for helping people resolve complex debt issues, contributing directly to our charitable mission of relieving poverty and distress.

The Role

Specialist Debt Resolution. You will be an integral part of the Money Advice Team, working alongside financial inclusion and general advice colleagues. The primary purpose is to provide comprehensive debt advice and casework, ensuring clients achieve sustainable financial resolution.

Key Casework Responsibilities

• Provide full money advice casework, including calculating, negotiating, drafting correspondence, and making phone calls to act on behalf of the client.
• Negotiate with third parties and creditors as appropriate.
• Ensure income maximisation by checking and assisting with the take-up of appropriate benefits.
• Manage cases according to the Citizens Advice Quality Standard and Financial Conduct Authority (FCA) Guidelines.
• Maintain accurate case records for continuity, statistical monitoring, and reporting purposes.

Training

Training can be provided to a candidate who demonstrates relevant prior experience or transferable skills.

About CA1066

We provide a range of advice services across East Sussex, helping people through education, health preservation, and the relief of poverty. We value sensible, effective service delivery and a supportive working environment.

Inclusion

We value diversity and welcome applications from all sections of the community. We particularly encourage applications from disabled people, people with physical or mental health conditions, LGBT+ and non-binary people, and people from racial minority communities.