Debt advice case manager jobs

We invite applications for the Debt Adviser post from individuals who share our commitment to supporting the legal and human rights of people whose lives are affected by substance dependency and drug policy.

As a member of our dynamic legal team, based in London, your responsibilities will include: Providing specialist debt advice to clients, including those facing complex financial and legal challenges. The role is embedded in our legal team and will work collaboratively by taking internal referrals from our outreach services and harm reduction hub to provide holistic support. Conducting drop-in sessions, outreach visits, and one-to-one appointments to meet clients where they are — emotionally and geographically. Negotiating with creditors and advocating for sustainable, client-centred solutions. Supporting clients to understand their rights, navigate the benefits system, and access wider support services. Maintaining accurate case records and contributing to service development through feedback and insight.

We welcome applicants with lived experience and encourage people from diverse backgrounds to apply. If you’re passionate about social justice, thrive in fast-paced, people-centred environments, and want to be part of an organisation that offers real hope, we’d love to hear from you.

Citizen’s Advice is a leading advocate for change, offering free, confidential and impartial advice to people across England and Wales. For 85 years, Citizens Advice has been helping to shape a society that’s fairer for everyone by working on issues that affect the whole of society.

Here at Staffordshire North, we offer various services providing advice on debt, immigration, benefits, consumer and energy. Within our Debt Advice team, we help support a wide range of people to find a solution to their debt circumstances.

An opportunity to help people with their debt and money concerns, by launching your career into the third sector and joining our friendly advice team, where you will work in a fast paced, target driven environment, helping people across the country.

Purpose of the job:

As a Debt Advice Caseworker, you will provide high quality advice and casework services to our clients who call through to our national help desk. The role is fully telephone based, at our office in Stoke on Trent. The telephone lines are open from 9am-8pm Monday to Friday, and Saturday 9.30am-1pm. The role includes a variety of shift patterns in line with the requirements of the contract.

You will predominantly be advising clients on their debt issues over the phone, helping them to find solutions to their issues. No call is the same, and each client is given tailored advice dependent on their circumstances. The role is demanding, but  full training will be provided, and you will be, working as a part of an approachable and supportive team in a rewarding environment, allowing you to provide the best possible service to our clients.

Through your excellent communication skills and attention to detail, you will be able to deal with complex situations, provide accurate and detailed information, whilst achieving individual KPI’s and targets.

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.

Equality and Diversity:

All staff members are expected to demonstrate a commitment to equality and diversity. We recognise and celebrate the positive value of diversity, promote equality and challenge discrimination.

Citizens Advice Southwark has a track record of delivering high-quality services from its offices in Peckham and Walworth and at outreach locations across Southwark and South East London. We sort out problems together, for good, by providing free, independent, confidential and impartial advice across all areas of social welfare law, and through using the experience of our clients to bring about positive change through research and campaigns. 

We are looking for an experienced money advice caseworker to join our friendly and hard-working team to deliver a high-quality debt advice service for local people in Southwark.

This role will provide in-depth debt advice casework and wrap around support for vulnerable local people.

You will have:

• Recent and ongoing paid or voluntary experience of managing your own caseload of money advice and income maximisation cases.
• Ability to write detailed up to date case notes, letters and reports as required in plain English.
• Ability to manage a challenging caseload, meet targets and prioritise work in the face of competing demands on your time.
• Ability to respond sensitively to clients from a variety of backgrounds who are under pressure and negotiate with third parties in order to minimise conflict.

Closing date: 9.00 am Tuesday 12 August 2025

Interviews will take place on: Thursday 14 August 2025

For further information and an application pack please click on the Apply button.

We offer a range of employee benefits, including generous annual leave, an employer matched pension contribution up to 10% salary, and training and development opportunities to continue your professional development.

Citizens Advice Southwark is an equal opportunities employer and encourages applications from all applicants who meet the person specification irrespective of sex, gender reassignment, marriage or civil partnership status, pregnancy and maternity, sexual orientation, race, religion or belief, age, or disability.

Registered charity no:  1070263

“Providing free, independent, confidential and impartial advice”

As our Advice & Supervision Manager, you will play a pivotal role in leading and managing the delivery of advice services across both office-based and community outreach settings.

You will supervise, support, and develop a team of employed advisers, volunteers, and supervisors—ensuring our services are of the highest quality and delivered in line with Citizens Advice standards. This includes oversight of advice sessions, project coordination, case checking, and ensuring team members are up to date with training and development.

This is a key leadership role requiring strong people management skills, sound advice knowledge, and the ability to motivate and empower others. You will demonstrate a deep commitment to the aims and principles of the Citizens Advice service, with a passion for achieving the best outcomes for our clients

Join our team at Citizens Advice Doncaster as a General Adviser! You'll play a vital role in empowering local residents by providing high-quality advice and support across our offices and community outreach locations.

This role demands excellent customer service and a dedication to achieving the best possible outcomes for our clients, always upholding the core values of Citizens Advice.

You'll thrive in a dynamic environment, demonstrating a proactive and flexible approach to meet client needs and exceed project and funder expectations. The role requires travel within the City of Doncaster.

ole purpose

• To provide a high-quality advice and support to clients accessing the service via face to face, telephone, email and web chat

• Deliver Financial Capability and Income Maximisation advice to clients

• Support Clients to understand the benefits systems and application processes 

• To share responsibility for compliance with Projects, targets and requirements.

• Ensure high quality standards are met and that data is captured and recorded accurately. 

• To work effectively with other partners and stakeholders to deliver a seamless service to clients

• Undertake service delivery at Outreach venues across the city  as required. 

• To contribute to the Research and Campaigns work of Citizens Advice Doncaster Borough.

Advice 

• Provide General Advice and assisted information to clients at our offices and outreach locations via face to face, email and web chat 

• Conduct initial assessments to understand clients' needs and identify the key issues.

• Provide accurate, impartial, and confidential advice on a range of topics, including benefits, debt, housing, employment, and consumer issues.

• Explain complex information clearly and concisely, ensuring clients understand their options.

• Assist clients in exploring different solutions and making informed decisions.

• Empower clients to act on advice and information provided 

• Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning.

• Liaise with third parties as appropriate. 

• Ensure income maximisation through the take up of appropriate benefits. 

• Ensure that all casework conforms to the organisation's Office Manual and the Advice Quality Standard and/or the Specialist Quality Mark as appropriate.

• Maintain case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation. 

• Comply with all organizational policies, procedures, and guidelines in the performance of all duties

Research and campaigns 

● Assist with research and campaigns work by providing information about clients' circumstances. 

● Provide statistical information on the number of clients and nature of cases and provide regular reports to management. 

● Monitor service provision to ensure that it reaches the widest possible client group. 

● Alert other staff to local and national issues. 

Essential Skills & Experience:

• Proven experience in providing high-quality advice and support to clients.

• Ability to explain complex information clearly and concisely

• Excellent communication skills, both verbal and written, including strong negotiation and representation abilities.

• Advanced IT proficiency, including expertise in maintaining databases and spreadsheets.

• Demonstrated ability to effectively interview clients, assess their needs, and identify key issues.

• Strong organisational and time-management skills, with the ability to prioritize tasks, meet deadlines, and effectively manage a demanding caseload.

• Proven ability to utilise IT effectively in the provision of advice, including the preparation of reports and submissions.

• Strong teamwork and collaboration skills, with a willingness to work effectively within a team environment.

• A strong understanding of and commitment to the aims and principles of Citizens Advice, including its equality and diversity policies.

• A strong work ethic and a proven ability to adapt to changing priorities and targets

• Understanding of welfare rights and benefits 

In accordance with Citizens Advice national policy we require the successful candidate to be screened by the DBS. However, a criminal record will not necessarily be a bar to your being able to take up the job.

Role profile

Job Title: Advice Services Manager

Responsible to: Chief Executive Officer

Immediate reports: Welfare Benefits Team Lead, Training Lead, Supervision Lead, Debt

Caseworkers, Energy Advisor.

Hours: Full time – 36 hours

Salary:  £26,994 – £28,922 dependent on experience

Main Purpose of Job

· To be responsible for the delivery of all aspects of our advice services via telephone, email/web, in person and at outreach venues.

· To line manage team leads, debt caseworkers and the energy adviser and support them in achieving high standards of accessible advice services.

· To oversee the use of our volunteer adviser resources to cover each of our advice channels in the most effective way.

· To liaise with the training lead to ensure we have sufficient, well trained volunteer advice resources to deliver our service.

· To ensure cover for Advice Session Supervisors when needed

· To provide training, guidance and support on client records, telephone channel and quality standards

· To design and implement improvements to our advice processes based on best practice, leading and gaining buy-in from team members as necessary.

· To be overall responsible for the quality of our advice in line with our Quality of Advice framework and IFR’s to drive the organisation towards excellence in quality.

· To be responsible for Debt technical supervision and carry out continuous professional development activities and duties within the organisation.

· In maintaining quality, you will need to inspire and motivate your team and provide focussed individual support where necessary to achieve internal and external quality and KPI standards

· To drive a culture of continuous workforce development where a rigorous but supportive approach is adopted

· You will identify the best quality tools and execute investigations/analysis to improve workforce competency and quality across the organisation, and support our brand reputation

· Monitor and track performance progress of the service and of individuals against targets, achievement of deadlines and support staff as appropriate

· To undertake regular team meetings in line with the organisation’s quality expectations

· To undertake regular formal supervisions and review meetings

· Create a positive working environment in which equality and diversity are well managed, dignity at work is upheld and staff can do their best

· Encourage good teamwork and lines of communication between all staff and volunteers

· Ensure the core contracts are appropriately staffed at all times to achieve the expected standards and targets.

Debt Advice giving

· Interview clients using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to set their own priorities.

· Use appropriate resources to find, interpret and communicate the relevant information to clients.

· Research and explore options and implications so that clients can make informed decisions.

· Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning.

· Negotiate with third parties such as statutory and non-statutory bodies as appropriate.

· Ensure that all work conforms to the organisation’s office manual and the Advice Quality standard / other funding requirements, as appropriate.

· Ensure that work reflects and supports the Citizens Advice service’s equality and diversity strategy.

· Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.

· Take ownership for monitoring own workload e.g. proactively reviewing progress on current cases, outcome of completed cases and quality control.

· Be a DRO approved intermediary.

Research and Campaigns

· To ensure the advice team contribute to the development of social policy in line with our business plan

· To assist with social policy work as required by the organisation

Management duties

· You will be accountable and responsible for delivering the service delivery related objectives and outcomes from the organisation’s Business Plan and service-related KPIs.

· Prepare and issue reports as required for the CEO, funders and partners, attending meetings as required to present findings and recommendations 

Learning and professional development  

· Keep up to date with legislation relevant to the role, trends, ideas and thinking

· Attend and actively participate in regular support and supervision sessions and appraisals with the Chief Executive Officer

· Identify own learning and development needs and plan to meet them.

Administration  

· Ensure that detailed records for the purposes of information retrieval, statistical monitoring and report preparation are maintained and developed

· Produce comprehensive, analytical and developmental oral and written reports on the work of the service as required.

Other Duties and Responsibilities

· Undertake advice work as required, including supporting contracts and projects outside of the generalist service.

· Support with the efficient and effective use of Casebook, gathering, storing and analysing data and contributing to the reporting processes for services, projects and contracts.

· Keep up to date with Citizens Advice aims, policies and procedures and ensure these are followed.

· Ensure that work reflects and supports the Citizens Advice service's equity, diversity and inclusion strategy.

· Develop and maintain effective admin systems and records relevant to the role.

· Act as key holder and open or close the building when necessary.

· Attend regular internal and external meetings relevant to the role and to services at outreach locations.

· Work cooperatively with colleagues and encourage good teamwork, clear lines of communication and common practices within the  team.

· Abide by health and safety guidelines and share responsibility for own health and safety and that of colleagues; taking particular account of this at outreach and shared locations.

· Identify own learning and development needs and take steps to address these.

· Carry out any other tasks within the scope of the post to ensure the effective delivery and development of the service.

· Ensure all data protection and GDPR requirements are adhered to in all work for which the post is responsible.

· Demonstrate commitment to the aims and policies of the Citizens Advice service

· Encourage staff to understand the importance of our Equality, Diversity and Inclusion strategy, implement the strategy, and act as a role model for EDI, including challenging any inappropriate comments or attitudes.

· Attend relevant internal and external meetings as agreed with your line manager.

· Take personal responsibility for your own actions and for sorting out issues or problems that arise.

· Review and make recommendations for improvements to the service.

· Comply with all Citizens Advice information assurance guidelines.

· Work cooperatively with colleagues and encourage good teamwork, clear lines of communication and common practices within the team.

· As directed by the CEO, carry out other duties within the scope of the post to ensure the effective delivery of the service

Debt & Welfare Benefits Adviser

Salary: £29,063 pa

35 hours per week, 25 days A/L + contributory pension scheme

Since 1899, Birmingham Settlement has been working to create opportunity and choice – connecting and empowering people through action, activities, and shared learning to build and sustain wellbeing for all

As an experienced Debt & Welfare Benefits Adviser you will already have a background in providing effective, high-quality debt and welfare benefits advice to a wide range of clients in differing circumstance.

Based at our Newtown office with outreach work in other areas of the city, you will be adaptable with excellent communication skills, flexibility, and the ability to manage your own workload.

You will be joining a long established and professional Money Advice Team providing specialist advice with a holistic approach that covers all areas of debt and welfare benefit along with training to build and continually improve money management and financial capability.

This is a great opportunity to join a progressive charity making a real difference to people’s lives – see our website 

For an informal discussion about the role call Theresa Gniadkowski 

Previous applicants need not apply.

 For an application pack visit our website or email us or write to Human Resources, Birmingham Settlement – Sports & Community Centre, 600 Kingstanding Road, Kingstanding, Birmingham, B44 9SH

Closing date for applications: Monday 08/09/25 at 5pm

Interviews: w/c Monday 15/09/25

Birmingham Settlement is committed to Equality of Opportunity and welcomes applications from all sections of the community. Registered charity number 517303

Debt Advisor/Caseworker

Supporting Leicester South Foodbank

Job Description

Responsible for:

Advising food bank clients and conducting assessments with people who are experiencing financial crisis or hardship and struggling to pay off debt. Required to provide advice through various service delivery points, including outreach locations.

Responsible to: Team leader, and Service Delivery Manager

Base Location: The LSFB Community Hub, Wigston, Leicestershire

Hours: 20 Hours per week

Term: Fixed Term until October 2026. This may be extended dependant on further funding opportunities

Salary:£13.50ph
Holidays: 25 days p.a. plus 8 days Bank Holidays pro-rated if the role is part time

Main Responsibilities

● Uphold the aims and principles of the Helping Hands Community Trust and the Leicester South Foodbank.

● Work within the service’s ethos and values, especially regarding equality and discrimination.

● Work within health and safety guidelines, sharing responsibility for own health and safety and that of colleagues.

● Keep up to date with legislation, policies and procedures and undertake appropriate training.

● Meet with clients face-to-face

● Provide confidential, specialist, debt and budget advice to clients at our main hub and in consultation with the line manager’s, outreach surgeries and venues across Leicester and Leicestershire

● Research, validate, and analyse information provided by a client in order to support and advise them on how to prioritise their debts and ways to repay it affordably and provide advice on dealing with the impacts

● Develop and agree realistic client budgets that fully reflect the client’s situation.

● Present a range of solutions, pointing out the advantages and disadvantages according to the client’s personal situation and make recommendations based on this information

● Compile financial statements

● Advocating on behalf of clients when negotiating with creditors, and other 3rd party organisations

● Ensure that all advice and solutions are presented in accordance with the charity’s policies and procedures and in line with AQS (Advice Quality Service) and thereby compliant with FCA (Financial Conduct Authority) and Debt Management directives)

● Assessing client needs through confidential interviews and hold a personal caseload

● Assist people to complete forms, writing letters or making phone calls on behalf of claimants

● Provide advocacy and assist clients with appeals and preparation for tribunals where the client has grounds to challenge decisions

● Working with our partners, other agencies and organisations on behalf of clients

● Assist clients in gaining access to other specialist, legal and professional services as appropriate.

● Liaising with other organisations when referring clients on

● Keeping confidential records, updates and training on our CMS (AdvicePro)

● Adhere to our Safeguarding, confidentiality and GDPR Policies and procedures

Casework

• Using the CMS AdvicePRO database to maintain electronic case records, for the purpose of continuing casework and information retrieval. These records must be inputted onto the database immediately following the appointment to ensure the records are up to date and accurate
• Act where necessary by calculating, drafting or writing letters and producing written submissions for clients as appropriate
• Negotiate with third parties
• Ensure income maximisation through the take up of appropriate benefits
• Prepare paper submissions to the appropriate statutory bodies, tribunals and courts as appropriate.
• Assist with related problems where they are an integral part of the case and refer to other advisers or specialists as appropriate.
• Make outreach visits, where necessary and subject to resources and risk assessments.
• Provide advice and assistance to staff and volunteers across the whole range of Welfare Benefits and debt issues.
• Ensure that all casework conforms to the AQS quality standard.

Administration

• Make recommendations for improvements to services.
• Effectively utilise AdvicePRO for statistical recording, case recording & document production.
• Provide 1 Case study/Good news story Monthly to the line manager
• Keep up to date with policies and procedures

Personal Specification

Essential:

• To hold a current DBS certificate, or willing to undergo a DBS check
• English and Maths Grade C/Level 4 or above
• Full UK Driving License with Business Insurance
• Traveling across sites in Leicestershire to see clients in appointment
• IT Confident
• Proficient in Information, Advice and Guidance to clients
• Understanding of the Debt system, and keeping up to date with the change alerts
• Knowledge and experience of giving competent accurate Debt advice to FCA and AQS Quality Mark standards
• Providing debt advice via face to face or telephone 
• Negotiating with creditors, bailiffs, third parties by letter/ telephone
• Working with vulnerable clients
•  Providing representation and advocacy on behalf of clients
• Generalist advice work
• Active Listening skills
•  Excellent organisational skills and managing of own diary
• Working as a member of a team
• Undertaking casework and achieving set outcome
•  Working within a funded partnership
•  Have full working knowledge of Office 365 (Word, Excel, Outlook, SharePoint, One-drive)
• General knowledge of the welfare benefit system to assist with income maximisation
• Budgeting knowledge

Desirable:

• Completed training in money advice from MaPS accredited training provider
• DRO accredited intermediary, would be desirable
• Working knowledge of the CMS system AdvicePro database
• On The DBS Update system
• Ability to deliver services using video links via Microsoft Teams, and Zoom
• Ability to deliver services via social media and our interactive website

Role purpose

Compass is a service designed to support adults (18 years and over) in H&F and Hounslow. The service provides support with welfare benefits, debt, housing and well-being/peer support groups/workshops.

The role of the Information and Advice Worker will be to provide advice, guidance and customer representation to H&F and Hounslow residents living with mental health problems. Advice issues may include, housing, benefits, council tax, debt, signposting etc.

The successful candidate will deliver support to enquirers and manage a caseload of individuals as agreed with the service manager. In addition to advice casework, the Advice Worker will also be expected to assist onboarding referrals to the service when needed.

The successful candidate will be required to work alongside the Advice Team Leader and volunteers supporting on the project.  

The Advice Worker will be required to work within the Advice Quality Standard framework (AQS), adhere to Mind’s policies and procedures.

Due to the nature of the work, if successful, you will need to have an up-to-date DBS check completed prior to undertaking unsupervised client work.  

Place of work

The Advice Worker will be required to work both from home and the H&F and Hounslow office when necessary, alongside work in the community.

Key Responsibilities

• Deliver support to enquirers and manage a caseload of individuals as agreed with the service manager.
• Deliver monthly wellbeing peer support groups/workshops.
• Provide advice and information relating to all welfare benefits, including assisting clients with form filling and contacting agencies such as the Department for Work & Pensions on their behalf
• Provide housing advice
• Provide general money and debt management advice
• Provide information on employment opportunities and training support for clients.
• Signpost to other relevant services in the boroughs, or further afield.
• Attend training, forums and meetings to ensure knowledge remains relevant and up to date
• Keep up to date about current best practice and legislation within mental health, as well as within the field of Information & Advice more generally.
• Provide updates and feedback to the broader Advice team
• Use our database Views to record details of all client referrals and contacts to ensure client information is kept up to date.
• Use the correct templates, conduct outcomes and satisfaction assessments with clients on closure.
• Record the results of outcome assessments and satisfaction surveys on the Views database.
• Work in line with triage procedures and use the referral process when referring cases to external organisations.
• Meet regularly with the service manager to feed back about the progress of the project and ensure it is relevant to local strategy and national Government priorities
• Follow Hammersmith, Fulham, Ealing, and Hounslow Mind’s organisational policies and guidelines

·       ...Undertake additional duties that may reasonably be required to fulfil the objectives of the post

Training

Training will be provided and, as part of the Hammersmith, Fulham, Ealing, and Hounslow Mind induction the following training will be compulsory:

•  Safeguarding of vulnerable adults
•  Mental Health Awareness
•  Equality and Diversity
•  Health and safety

Person Specification

Knowledge and Experience

• Substantial experience of delivering advice in a similar position, preferably to individuals with mental health needs
• Knowledge and understanding of mental health problems, and mental health services
• Experience of delivering advice, information and customer representation
• Experience of managing complex cases
• Experience of working with multiple agencies
• Experience of delivering desired outcomes in a timely manner
• Up to date knowledge and experience of safeguarding adults
• Understanding of the importance of monitoring and evaluation, and the ability to keep records
  
  

Skills and Abilities

• Relevant and up to date knowledge of welfare benefits, housing and social care.
• Facilitate and deliver peer support groups for longer term improved wellbeing.
• Ability to communicate effectively in person on a one-to-one basis and with groups, as well as over the telephone and in writing
• Excellent listening skills
• Computer literate, with the ability to use MS Office, email systems and databases (inputting information and extracting reports).
• Ability to liaise with a range of people – customers with support needs, carers, and a range of different professionals
• Ability to remain calm in challenging situations and reinforce boundaries
• Ability to support people to manage difficult feelings, and communicate their needs effectively
• Knowledge of best practice for lone working, data protection and safeguarding adults
• Willingness to undertake training related to housing and welfare benefit
• A team player
• Ability to work on your own initiative
• Ability to develop and maintain positive working relationships with service users
• Strong organisation and administrative skills
• The drive to motivate self and others to achieve positive outcomes
• Flexibility in overall approach to work
• Ability to recognise and work within the boundaries of the role, including confidentiality, and the working protocols between agencies
• Strong sense of self, and ability to set and maintain boundaries
• Commitment to promoting the needs of BME communities, and a commitment to the principles of equal opportunities and anti-discriminatory practice
• Ability to plan and prioritise your own workload. 

Desirable

Lived experience of mental health problems, and of using mental health services

Citizens Advice Doncaster Borough is expanding its services to provide vital, community-based support to Doncaster residents facing the challenges of the rising cost of living and energy crisis. We are seeking a dedicated individual to deliver holistic and specialist Money & Energy advice.

As part of our team, you will empower clients to achieve the best possible outcomes by providing high-quality customer service and support, all while upholding the core aims and principles of the Citizens Advice Service. You will thrive in a dynamic environment, demonstrating both initiative and strong teamwork, and be committed to going the extra mile to make a real difference. 

This fixed-term contract is initially until 31st March 2026  and is subject to continued funding. The role involves working across various locations within Doncaster.

Prospectus is passionate about supporting organisations close to the frontline, and few organisations have greater impact on lives than this one. 

Personal debt and its consequences have an enormous effect on individuals and families alike. Our client works with partners to provide budgeting advice and support to try and alleviate these difficulties, working with service users to prepare detailed financial statements and explore ways of maximising income and reducing outgoings. Advisers in this organisation negotiate with creditors directly on behalf of clients; set up manageable and sustainable repayment arrangements and provide full casework services.
 
As a Specialist Debt Adviser you will hold a valid level 3 accredited qualification in Debt Advice (accredited through CMA, IMA, Wiser Adviser or similar) or alternatively Generalist Adviser certificate (Citizens Advice or similar), and Ideally a CertMAP.  You'll also have a thorough understanding of debt advice model with proven casework skills and experience of dealing with complex and challenging cases.  You will also have supervisory responsibilities which will cover training and development, monitoring from a compliance and quality perspective, and a strong coaching capability. 

You will have a minimum of 2 years of experience In providing comprehensive accredited debt advice.  Your experience in executing debt solutions such as (and not limited to) DMP, Bankruptcies, DRO, Breathing Space, Write Off, and undertaking income maximisation solutions such as charitable grants, issuing food and fuel vouchers, Uswitch checks and DHP and other benefit entitlement checks/referrals etc.

At a personal level you will also need to demonstrate resilience and the ability to, understand and empathise with clients from diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. You will also need to demonstrate a high standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information.

Due to the nature of this role, a DBS check would be run on successful candidates.  Please note this is a full -time role, Monday-Friday, 35 hours per week based on site 2 days per week.

If you are interested, please apply with just your CV in the first instance (in Microsoft Word format). We are reviewing CVs on an ongoing basis, so it is highly recommended to submit your application as soon as possible. 

As a specialist Recruitment Practice Prospectus is committed to building inclusive and diverse organisations, and welcome applications from all sections of the community. Prospectus invests in your journey as a candidate and are committed to supporting you in your application.

Legal Casework Manager (Helpline)

Are you aware of the significant health inequalities that people with a learning disability face in the UK and levels of avoidable deaths? Are you passionate about access to justice for the families of people with a learning disability who have died avoidably in acute healthcare settings?

We’re looking for a dedicated Legal Casework Manager (Helpline) to join our committed information and advice team covering England at Mencap on a full time (37.5 hours per week) fixed term contract for 2 years.

Here at Mencap we are a leading charity providing advice, support and opportunities to people with a learning disability across England, Wales and Northern Ireland. The role will lead on supporting families to get answers about how their loved ones died and change across the healthcare system to prevent future deaths. 

The role is flexible in terms of location, which can include home working, using Mencap’s office bases, such as in London and Peterborough, and will include some national travel, for example to inquest hearings or to meet families when needed. 

About the Role

As Legal Casework Manager (Helpline), you’ll provide advice, support, and casework assistance to families facing complex legal issues, specifically relating to people with a learning disability who have died in avoidable circumstances across England, mainly within the healthcare system. Working within a small, supportive team, you’ll manage your own caseload, contribute to the body of knowledge about avoidable deaths and help empower families to understand and exercise their rights and get answers through the inquest and other investigations processes. 

Key Responsibilities

· Provide clear, accurate, and timely legal advice and casework support for families.

· Work closely with clients, many of whom will be distressed, ensuring a sensitive, trauma informed and professional approach

· Maintain up-to-date case records and comply with quality and regulatory standards

· Support strategic litigation and advocacy efforts where appropriate

· Liaise with other charities, coroners, legal professionals, and agencies to support families to get answers

· Work towards a world where people with a learning disability are no more at risk of death in hospitals, than any other person

· Manage a team of caseworkers working across different areas of advice.

About You

We’re looking for someone:

· Legally qualified in the UK or similar jurisdiction with at least 3 years post qualification, working in either clinical negligence, inquests or inquiries. Or similar number of years working as a senior case worker in an inquest/clinical negligence/inquiries advice role.

· Excellent communication and interpersonal skills, with a non-judgemental and empathetic approach

· Ability to manage a varied workload, prioritise effectively, and work independently

· Ability to travel effectively to support families at inquests, and to attend meetings

· A clear understanding of the importance of professional boundaries and in maintaining their emotional wellbeing in distressing situations

· Strong management skills and ability to supervise, coach and mentor colleagues. 

· Experience of accurately recording client case records and use of CRM/client database system

What We Offer

· A meaningful role supporting families and delivering change in a values-driven organisation

· Supportive and collaborative team environment

· Professional supervision

· Flexible working arrangements

Please see attached the full job description for further information on the role.

 Closing date: Monday 18th August 2025

Interview date: Thursday 4th September 2025

We welcome applications from people of all backgrounds and are committed to creating an inclusive workplace. 

Benefits

Here at Mencap, we offer an impressive range of benefits designed to support and reward our employees to ensure that our teams feel valued and appreciated.

Our benefits package offers 32 days of paid holiday (including bank holidays, pro rata), along with a range of perks such as discounts at leading high-street retailers, access to health cash plans, interest-free loans, and many more exciting offerings.

For more details on what we have to offer, please see the attached document outlining all the fantastic benefits available to you as a member of our team!

About Mencap

Our vision is for the UK to be the best place in the world for people with a learning disability to live happy and healthy lives. We're here to support people with a learning disability, their families and their carers. We fight for a kinder, fairer and more inclusive society for people with a learning disability to live in.

At Mencap, everyone works with people with a learning disability either providing support or advice, or alongside one another as colleagues. Belonging at Mencap is for everyone, every day, everywhere.

· Everyone is expected to treat people well and make Mencap an inclusive organisation.

· Every day we grow and learn. It’s okay to make mistakes but we learn from them and make changes

· Everywhere people will feel respected, valued, and safe to be themselves.

We have Belonging network groups that meet online and are open to all colleagues. The groups include people who identify as Black and Asian, LGBTQIA+, disabled or with a long- term health condition, women, parents and carers, and their allies. We want to encourage everyone to apply to work at Mencap and we offer a variety of different contract types and working patterns. We’re not looking for specific experience. It is your personality and values that will make you a great colleague. We will train and develop you to succeed in the role you’re applying for.

The post-holder will maintain a manageable caseload of clients needing support with their welfare rights and benefits. The role is to support the Welfare Rights Advice Project Team with the following:

1. To carry out an initial client assessment, identifying any issues with their benefits and any claims they can make to maximise their income.
2. Provide casework (including challenging decisions) for welfare benefits available to clients with mental health difficulties and their carers: i.e. Personal Independence Payments, Universal Credit, Employment and Support Allowance and Housing Benefit.
3. Provide information and advice as appropriate about issues related to a client’s particular situation.
4. Provide advice and casework for mobility and discretionary schemes and personal grants that could be of benefit to clients.
5. Take referrals directly from service users, carers or staff from other agencies (encouraging use of our online referral form)
6. Signpost and refer clients to agencies that assist with transition from hospital to community living, or to tackle social isolation and improve mental wellbeing.
7. Maintain records in accordance with Hear Us policies and procedures, including the handling of confidential and private documents and keeping written and computer records up to date and secure.
8. Liaise with GPs, CMHT’s and other agencies to obtain supporting documents, by telephone, letter and e-mail.
9. Taking confidential telephone messages from clients and outside agencies.
10. Take part in weekly WRAP team meetings regarding case allocation, and stay up to date with changes in benefits legislation. 
11. Attend regular supervision and yearly appraisals with line manager.
12. Assist WRAP manager to write reports and evaluate the project for funding bids and to support and promote the project.
13. Collect and distribute flyers and leaflets for signposting purposes.
14. Attend Hear Us staff meetings, staff development days, and other Hear Us events (e.g. Hear Us Open Forum) where directed by line manager.
15. Attend identified training and other personal development activities that will support you in this role.
16. Develop and maintain healthy working practices for yourself, with clear personal and professional boundaries.

Various locations across Liverpool

About the Role

• Work with a team of welfare benefit advisers to ensure effective support, supervision and appraisal

• Maintain effective admin systems and records, work cooperatively with colleagues, encourage good teamwork and clear lines of communication.

• Provide specialist welfare benefits advice in person and via digital channels to a small number of clients to support the team target and continuous development.

• Make home/outreach visits as necessary inc Torus Foundation and Citizens Advice buildings.

• Act for the client where necessary by calculating, negotiating, drafting or writing letters, negotiating with third parties as appropriate.

• Prepare and present welfare benefits cases to the appropriate statutory bodies, tribunals and courts as appropriate, up to and including level 2 tribunal.

• Provide advice and assistance to colleagues across the whole range of welfare issues.

• Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring, and report preparation.

• Carry out Quality of Advice Assessments and file reviews in accordance with agreed Advice quality standards and procedures

• Assist with social policy, providing information to inform CAL Senior Leadership Team

• Keep up to date with legislation, case law, policies and procedures relating to welfare and undertake appropriate training.

General

• Create a positive working environment in which equality and diversity are well managed, dignity at work is upheld and staff perform optimally.

• Ensure that all work meets quality standards and the requirements of the funder

• Attend relevant internal and external meetings as agreed with the line manager.

• Assist with initiatives for the improvement of services.

• Keep up to date with Citizens Advice Aims, policies and procedures and ensure these are followed.

• Abide by health and safety guidelines and share responsibility for your own health and safety and that of colleagues.

• Identify own learning and development needs and take steps to address these with your Line Manager

• Key holder responsibility, opening and closing the building where necessary.

• Carry out any other tasks within the scope of the post to ensure the effective delivery and development of the service.

Requirements

1. Minimum of two years experience in welfare rights advice work

2. Extensive knowledge and experience of welfare benefits legislation.

3. Effective oral communication skills with particular emphasis on negotiating and representing.

4. Effective writing skills with particular emphasis on negotiating, representing and preparing reviews, reports and correspondence.

5. Ordered approach to casework and an ability and willingness to follow and develop agreed procedures.

6. Ability to prioritise own work, meet deadlines and manage caseload.

7. Ability to use ICT in the provision of advice and the preparation of reports and submissions.

8. Ability to motivate and line manage staff

9. Ability to monitor and maintain own standards.

10. Demonstrate understanding of social policy trends and their implications for clients and service provision.

11. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equal opportunities policies.

About us

Citizens Advice Liverpool in partnership with Citizens Advice St Helens and Citizens Advice Warrington are delivering a Welfare Benefits, Debt and Budgeting Advisory Service to Torus Housing tenants.

The Project Supervisor is responsible for supervising and overseeing the delivery of a Welfare Benefits Advisory Service. The supervisor will provide guidance, support, and leadership to a team of Welfare Benefits Caseworkers, ensuring the provision of high-quality welfare benefits advice to individuals and families in need. The role requires strong supervisory, communication, and organisational skills to effectively support the management of the project, monitor caseworkers' performance and adviser consultancy. The project supervisor will also be required to take on some casework for clients who require specialist advice regarding the review/appeals process, prepare clients for appeals tribunals and to represent at hearings where appropriate.