Caseworker jobs in Liverpool
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.
Registered Charity 
51 - 100
Thank you!
The Royal Medical Foundation (RMF) supports doctors and their families during times of crisis. When illness, bereavement or unexpected hardship turns lives upside down, we provide compassionate support and practical financial help to restore stability and dignity.
We are seeking a Caseworker to join our small, friendly team and play a vital role in supporting members of the medical community through some of the most challenging moments of their lives.
About the role
As a Caseworker, you will work directly with doctors and their families who are experiencing financial hardship and significant life challenges. You will offer a listening ear, assess individual circumstances with care and sensitivity, and help people access the financial assistance and wider support they need.
This is a role for someone who is person-centred, combines empathy with professionalism, and who is comfortable handling sensitive conversations alongside detailed casework and financial administration.
About you
You are likely to have experience within the advice, charity, social care or grant-giving sectors, and bring a strong understanding of:
- Welfare benefits, financial assessments and holistic signposting to wider support
- Safeguarding and data protection
- Supporting people through crisis with compassion and respect
You will also have:
- Excellent listening and communication skills
- Strong organisational and administrative ability
- Confidence working independently in a homebased role
- Sound judgment, integrity and emotional resilience
Working with us
This is a homebased role, with occasional travel (including attendance at Epsom College in Surrey 2-4 times a year). Equipment will be provided and you will need a suitable private workspace, reliable internet and phone access.
We offer:
- Flexible, part-time working (32 hours per week, Monday–Friday)
- 25 days’ annual leave (pro rata) plus bank holidays
- Pension scheme via the Pensions Trust
- Private health care scheme
- Regular supervision, training and the support of a small, friendly team
- The opportunity to do work that genuinely changes lives
How to apply
The RMF is based at Epsom College in Surrey. Epsom College is managing the recruitment process on behalf of the RMF, therefore candidates are asked to complete an application form, which can be found on the Epsom College website (see link below for 'Redirect to recruiter'). Applicants should refer to the Recruitment, Selection and Disclosure policy on the Epsom College website, the content of which also applies to RMF job applicants, as well as the Job Description and Person Specification.
The RMF is an equal opportunities employer that believes in equal opportunities for all, celebrates, and welcomes diversity.
Interviews will be scheduled between 23 and 26 March 2026 and will consist of a 45 minute online interview via Microsoft Teams, and a 30 minute written test.
The client requests no contact from agencies or media sales.
Thank you!
About the Role
The Energy Debt Specialist will provide a high-quality inbound telephone debt advice service to clients as part of our brand new Consumer Energy Debt Advice project. This project is for clients who have energy debt (amongst others) and is intended to reduce the impact of personal debt by providing them with debt solutions.
For a trainee post, this role would suit applicants with:
- At least 6 months' experience of delivering excellent customer service in a regulated environment such as banking, insurance, or a contact centre.
- Experience of achieving performance and quality targets/KPIs.
- An ability to work independently without close supervision and collaboratively as part of a team.
- Experience of listening and questioning with an ability to manage challenging situations.
- Commitment to training and achieving full targets and quality requirements within a 3-month period.
Requirements
Person Specification:
- To be appointed as an Energy Debt Specialist, you will need to have knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options, and insolvency solutions.
You will also need to have the Institute of Money Advisers Certificate in Money Advice Practice or MaPS Caseworker accreditation equivalent. NEA Level 3 City and Guilds Level Energy Awareness would be desirable too.
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OR for a trainee - at least 6 months’ experience of delivering excellent customer service in a regulated environment such as banking, insurance, or a contact centre.
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 and written communication skills.
5.Numerate to the level required by the tasks.
6.IT literate with the ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials.
7. Ability and willingness to work as part of a team.
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.