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About the Role
Do you enjoy helping people? Are you a compassionate and people-focused person? Do you want to make a real difference to the lives of people who are in problem debt and help them find a way forward?
The Debt Advice Caseworker will provide an in-person high-quality debt advice and casework service to the organisation’s clients.
The Debt Advice Caseworker will provide mentoring and support to their co-workers, which will help develop their skills and expertise in debt and money management service, ensuring they deliver our clients with the best possible service.
A demanding role, whereby the Debt Advice Caseworker will have the ability to understand and deal with complex information.
They will work collaboratively with their team, management and external organisations.
Flexibility is a key characteristic of all our posts, and the post-holder may be asked to carry out other tasks consistent with the grade from time to time.
Requirements
To be appointed as a Debt Advice Caseworker, you will need to have:
1. Knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options and insolvency solutions.
OR
To be appointed as a Trainee Money Advice Caseworker, you will need to have knowledge of advice areas and money advice issues and have experience of giving advice. We’re not looking for the finished article, if you have the right attitude then we can help to develop your skills.
2. Experience of achieving performance and quality targets/KPIs.
3. Ability and willingness to undertake training and development to comply with Money and Pensions Service and Citizens Advice quality standards.
4. Effective oral/written communication skills and be numerate to the level required by the tasks.
5. Ability to prioritise own work, meet deadlines, manage workload and targets in a pressured environment.
6. An ordered approach to casework and an ability and willingness to follow and develop agreed procedures.
7. IT literacy with an ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials.
8. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.
9. Ability and willingness to work as part of a team.
10. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equalities and diversity policy
11. Ability to work across different sites within Liverpool.
12. Institute of Money Advisers Certificate in Money Advice Practice or MaPS Caseworker accreditation equivalent.
Equality and Diversity:
All staff members are expected to demonstrate a commitment to equality and diversity. We recognize and celebrate the positive value of diversity, promote equality and challenge discrimination.
Responsibilities:
- Provide a casework service covering the full range of debt and money management advice, including debt relief orders, bankruptcy, and debt management plans.
- Deliver our service by a range of methods required, including telephone/digital channels, drop-in sessions, appointments, outreach work, and home visits.
- Act for clients where necessary; this includes drafting letters, budgets, financial statements, and negotiating with third parties.
- Ensure income maximisation through the take up of appropriate welfare benefits.
- Prepare and present cases to statutory bodies, tribunals, and courts when required.
- Assist clients with issues, where they may be an integral part of a case, and refer them to the appropriate agencies and advisers.
- Maintain standards of service delivery and ensure that casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the Money and Pensions Service Advice Quality Framework.
- Comply with systems for monitoring and reporting purposes.
- Work collaboratively with colleagues to ensure that the service area meets key performance indicators and targets.
- Assist in the smooth running of the organisation and provide emergency cover for other parts of the service when necessary.
- Analyse and interpret complex information, communicating this effectively in writing with particular emphasis on negotiation and representation.
About us
Citizens Advice Liverpool is a charity that provides free, confidential and impartial advice to people who live and work in the city. We depend on a workforce of paid staff and over 120 trained volunteers. We give people the knowledge and the confidence they need to find their way forward – whoever they are, and whatever their problem. We are the leading provider of advice and advocacy services in Liverpool and have helped clients with over 106,000 issues in 2022/2023.
CAL have achieved accreditation with the Workplace Wellbeing Charter, showing we are committed to improving the health and wellbeing of our workforce. We've also gained an award for outstanding contribution by an employer to workplace health and wellbeing 2022 by Merseycare NHS Foundation Trust.
We've gained awards from Citizens Advice National recognising our Advising Margainalised Communities Team for championing equity, diversity and inclusion in both 2021 and 2021. We were also named volunteer team of the year in 2022.
Thank you!
Job Title: Advice & Information Worker
Working Hours: 37 Hours per week
Salary: £28,050.00 per annum
Contract: Permanent
Location: Hatfield Office / hybrid options
Herts Young Homeless is an independent charity and has been supporting vulnerable people in Hertfordshire since 1998. We are professional, passionate, collaborative and supportive charity that provides guidance to everyone who is in need of support.
We are looking for two dedicated and passionate Advice and Information Worker to join our team based in Hatfield! You will be the first point of contact for anyone needing to access the ‘hyh hub’ and will ensure that all referrals are triaged to identify the most effective pathway for support. The worker will deliver accurate advice and information to young people, parents and professionals, and work undertaken in a coordinated timely manner. You will carry out appropriate assessments, with other agencies where needed, to assess the needs of the family to prevent family breakdown and homelessness.
Role Responsibilities:
- Manage a varied, short term case load with conflicting deadlines
- To offer realistic advice and options to young people, family members and professionals to prevent family breakdown and homelessness, identifying any other needs within the process.
- To carry out service user assessments under the JHP and liaise with statutory agencies, non-statutory agencies and family members to assist with a planned move on/secure accommodation for
16/17 year olds as required.
- Develop and maintain smooth, accurate pathways on the database for gathering and maintaining all relevant service user and statistical information
- To chair and coordinate family meetings, housing support meetings and liaison meetings with other agencies as required
- To liaise and refer into Crashpad as required and work within the set timescales
- Alongside team members and external partners, co-ordinate and implement focused action plans, working with families for a maximum of 6 weeks
- Working in strengths based way, support 16/17 year olds to advocate for themselves when appropriate and necessary
- Carry out the necessary follow-up work and write ups of service users files
- Encourage and promote a planned approach to solving conflict alongside the ‘hyh hub’ and explore the mediation / family link worker processes to young people and their families, in line with the ‘single pathway’ model.
As a successful candidate you will have...
- A full driving license and use of own car or motorbike for business purposes (Compulsory)
- Ability to demonstrate an understanding of the problems facing homeless young people
- Ability to engage and motivate young people, strong interpersonal skills including the ability to be appropriately assertive
- General administrative skills (filling, record keeping and computer literacy)
- Ability to work effectively with a full and varied workload with conflicting deadlines
- Excellent understanding of confidentially with strict professional boundaries and personal integrity
- Commitment to equal opportunities and anti-discriminatory practice
- Excellent planning, organisational & time management skills
- Have a flexible working approach to the needs of the service users
- Ability to communicate clearly both verbally and in writing
- IT literacy including excel, word, teams and outlook
- An understanding of the voluntary sector and the constraints placed upon voluntary sector organisation (desirable)
What can we offer you?
-25 days annual leave per annum (in addition to Bank Holidays & Public Holidays)
-People's Pension Plan contribution
-Group Life Insurance plan
-Opportunities for personal and career development
-Hybrid working - option to work from home up to 2 days per week
-An additional annual leave day on your Birthday
-Monthly draws to win ‘lunch on your manager’ or ‘leave work early’
-Employee Assistance Programme - support with wellbeing & personal struggles
Please apply via the link on the vacancy found on our website submitting a cover letter or a short video along with your CV . If you require any adjustments to support your application please let us know and we will be happy to help where we can.Closing Date 12th February 2026
Recruitment afternoon will be held on 24th February 2026 held in our Hatfield Office . This will involve a variety of group based and individual tasks following by a competency interview. and if successful there will be a personal interview stage held on a date to be confirmed.
Should you need any reasonable adjustments to support you through the recruitment day please confirm upon receipt of invitation.
Equal Opportunities
We treat everyone with equal dignity and respect, and promote equal opportunity for all and challenge any behaviour or practice which discriminates against any person on the grounds of race, colour, sex, marital status, religion or belief, disability, age, sexual orientation, gender reassignment or any other perceived difference.
hyh strives to be an equal opportunities and inclusive employer and welcomes applications from all sections of the community.
Our promise to you
Herts Young Homeless promises to act with the upmost integrity and respect when it comes to handling your data and will not share your details with any other client without 1) discussing the opportunity with you first and 2) without your verbal or written consent for us to do so.
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The client requests no contact from agencies or media sales.
Thank you!
Age UK Bromley & Greenwich is an independent local charity supporting older people across both boroughs. We work to enable, support and connect older people, promote independence and wellbeing and ensure their voices are heard.
We are looking for an Information & Advice Triage Worker to be the first point of contact for older people, carers and their families seeking support.
About the role
This role is central to our Information & Advice service. You will provide high-quality initial information and guidance, assess urgency and risk, and ensure people are directed quickly and appropriately to advice services, support services or partner organisations.
You will often be the first person someone speaks to, so a calm, empathetic and professional approach is essential.
Key responsibilities
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Act as the first point of contact for enquiries, mainly by telephone, with some face-to-face and email contact
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Provide accurate information on issues affecting older people including benefits, housing, care, health and local services
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Carry out structured triage to identify needs, priorities and risks
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Manage expectations clearly and sensitively
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Identify safeguarding concerns and follow organisational procedures
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Make timely referrals to internal services and external partners
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Maintain clear professional boundaries while offering a warm, person-centred response
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Record all contacts accurately and promptly on the organisation’s CRM system
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Maintain clear, concise and professional case notes
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Ensure confidentiality, consent and data protection requirements are met
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Work closely with advisers, service coordinators and partner agencies
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Take part in team meetings, supervision and training
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Keep knowledge up to date on welfare benefits, services and local provision
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Promote Age UK Bromley & Greenwich services positively and professionally
About you
Essential
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Experience in frontline information, advice, triage or high-volume customer contact work
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Confidence handling calls from people who may be distressed, anxious or frustrated
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Strong listening and questioning skills
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Ability to assess urgency and risk and take appropriate action
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Clear verbal and written communication skills
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Experience using a CRM or case management system
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Good general IT skills including email and Microsoft applications
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Understanding of confidentiality, safeguarding and professional boundaries
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Awareness of issues affecting older people and carers
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Commitment to equality, diversity and inclusion
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Empathy, patience and a non-judgemental approach
Desirable
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Experience in the voluntary sector or health and social care
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Knowledge of welfare benefits, housing or adult social care
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Experience of face-to-face advice or reception-based work
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Knowledge of local services in Bromley or Greenwich
What we offer
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27 days annual leave plus bank holidays (pro rata), including two days over Christmas
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Pension scheme with 5% employee and 3% employer contributions
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Employee Assistance Programme offering 24/7 support
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Supportive team environment with training and development opportunities
If you want to play a vital role in helping older people feel heard, supported and confident accessing the right help, we would love to hear from you.
Registered Charity
51 - 100
We're a local charity working in the community to support older people, their families and carers. We want everyone to be able to love later life.
The client requests no contact from agencies or media sales.