Trainee Money Advice Caseworker

Citizens Advice BANES; Harrogate; On-site; GBP 28,000 - 29,000; Full time

Job summary

Citizens Advice BANES is seeking a Trainee Money Advice Caseworker to help people in North Yorkshire. You will train to deliver money and debt advice through casework, phone and email, and liaise with third parties on clients' behalf.

A key focus is helping clients maximise income and resolve financial difficulties. Based at your preferred North Yorkshire office: Harrogate, Malton, Northallerton, Richmond, Scarborough or Selby, the role is permanent and office-based with flexible working

Qualifications

• You will undertake accredited training to deliver money and debt advice through casework, phone and email.
• You will liaise with third parties on behalf of clients and support them to maximise income.
• You will manage a varied caseload, meet targets and deadlines, and maintain accurate case records.

Responsibilities

• Deliver money and debt advice through casework, phone and email.
• Liaise with third parties on behalf of clients to resolve financial issues.
• Assist clients to maximise income by claiming benefits where appropriate.
• Interview clients with sensitivity and maintain detailed case records.

Job description

Salary £27,624 per annum (increasing to £28,096 after probation period)

Location Based at your preferred North Yorkshire office: Harrogate, Malton, Northallerton, Richmond, Scarborough or Selby.

Workplace Office based

Contract Permanent

Working pattern Flexible

Hours per week 22.5-37 per week (part time or full time)

Are you passionate about helping others take control of their finances? Do you enjoy learning new skills and developing expertise while making a real difference in people’s lives?

We’re looking for a proactive and compassionate individual to join our team as a Trainee Money Advice Caseworker. In this vital role, you’ll undertake accredited training to deliver money and debt advice through casework, phone and email and liaise with third parties on behalf of clients. A key focus will be supporting clients to maximise their income, for example by claiming appropriate benefits and helping them resolve financial difficulties.

You’ll need to be organised, motivated and able to manage a varied caseload while meeting targets and deadlines. The ideal candidate is an effective communicator with strong interpersonal and negotiation skills, capable of interviewing clients sensitively and maintaining accurate, detailed case records. You should also be comfortable learning independently, seeking support when needed and applying new knowledge to your work.

The role is based at your preferred North Yorkshire office: Harrogate, Malton, Northallerton, Richmond, Scarborough or Selby.

Reserved interview dates: 8-9 September 2026

We’re Disability Confident

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