Trainee Money Advice Caseworkers

North Yorkshire Citizens Advice and Law Centre; Hull and East Yorkshire; Hybrid; GBP 22,000 - 28,000; Full time

Job summary

A community support organization in Hull and East Yorkshire is seeking Trainee Money Advice Caseworkers to deliver financial advice and support clients in maximising their income. Candidates should be proactive, organised, and effective communicators. The role offers flexibility with options for hybrid working. Ideal for those looking to develop expertise in financial advice and make a real difference in people's lives.

Qualifications

• Proactive and compassionate individuals with a passion for helping others.
• Ability to manage a varied caseload while meeting targets.
• Comfortable learning independently and applying new knowledge.

Responsibilities

• Deliver money and debt advice through casework, phone, and email.
• Support clients in maximising their income and resolving financial difficulties.
• Maintain accurate and detailed case records.

Skills

Effective communication

Interpersonal skills

Negotiation skills

Organisational skills

Job description

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 proactive and compassionate individuals to join our team as Trainee Money Advice Caseworkers. 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 candidates are effective communicators 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 roles are based at your choice of the following North Yorkshire offices: Malton (with travel to Scarborough when required), Scarborough (with travel to Malton when required), Richmond, Selby or Northallerton. Hybrid working is also available, with up to two days per week working from home.