Generalist advice caseworker jobs
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This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
This is an exciting opportunity to join Citizens Advice Woking as part of a specialist partnership with i-access, Surrey’s drug and alcohol support service. As a Generalist Adviser, you will work directly with individuals in recovery, helping them navigate some of the most challenging issues they face - including welfare benefits, debt, and housing.
Working across a mix of in-person, remote, and outreach settings, you will provide tailored, practical advice that helps people overcome immediate crises and build longer-term stability. You’ll take time to understand each client’s situation in depth, explore their options, and where needed, actively support them - whether that’s completing applications, negotiating with third parties, or advocating on their behalf.
This role is about more than advice - it’s about empowering people at a critical point in their lives. You’ll work closely with i-access staff to ensure a joined-up approach, while also being part of the wider Citizens Advice Woking team, connecting clients to additional support where needed.
We’re looking for someone who is confident managing a varied and sometimes demanding caseload, with strong listening skills, sound judgement, and the ability to turn complex information into clear, practical guidance. Experience in advice work is essential, and knowledge of welfare benefits, debt, or housing would be a strong advantage.
In return, you’ll be part of a supportive and purpose-driven organisation, with opportunities for ongoing development and the chance to make a meaningful, day-to-day difference in people’s lives.
Registered Charity 
11 - 20
The client requests no contact from agencies or media sales.
Thank you!
Citizens Advice Surrey Heath (CA-SH) is an independent local charity and a company limited by guarantee.
We provide free, confidential, impartial, and independent advice and information for the benefit of the local community, to exercise a responsible influence on the development of social policies and to ensure individuals do not suffer through lack of knowledge or an inability to express their needs effectively.
The Role
Reporting to the Chair of the Trustee Board, the Chief Officer
● Is responsible to the Trustee Board for the management and leadership of Citizens Advice Surrey Heath.
● Represents Citizens Advice Surrey Heath to funders, partners and stakeholders.
● Ensures the delivery of a high quality, impartial and confidential service, utilising both paid staff and volunteers.
● Is responsible for the continuing funding, planning and financial management of the service.
● Represents the organisation in Surrey Heath and contributes to the overall provision of strategic advice services in the borough.
In particular, the priorities for the Chief Officer in 2026 will be to
● Manage CA-SH’s external relationships, with our funders and the Surrey Heath community generally, to ensure satisfaction with the delivery of current projects.
● Build on the current income base, in terms of increased existing project budgets, new projects, and diversifying the income base.
● Explore opportunities to potentially integrate with other local Citizens Advice in Surrey to ensure long-term sustainability and strengthen our impact, in line with the new Unitary Authority structure.
The role requires working closely with the Operations Manager, who will be responsible for staff, volunteers, and, generally, the internal CA-SH operation.
Person specification
Essential
1. Understanding of the voluntary sector and, in particular, knowledge of the strategic and policy environment in which the advice sector, and particularly Citizens Advice operates.
2. Proven ability to devise and implement strategic development and resource plans, particularly in the area of service development, staff development and the management of change.
3. Demonstrable track record of successful income generation and diversification, through promoting services, fundraising, and other activities.
4. Proven track record of devising funded projects, setting them up for delivery and delivering them against agreed targets.
5. Proven ability to lead, motivate and contribute to a team.
6. Demonstrable track record of financial management and budgetary control.
7. Effective communication and presentation skills in person and in writing, to include researching and interpreting complex information and producing clear verbal and written reports, both internally and externally.
8. Proven ability to earn and maintain the trust of stakeholders.
9. Track record in project management.
Desirable
1. Understanding of, and commitment to, Citizens Advice aims, principles and policies.
2. Broad understanding of the operation of local and national government, and the administration of public and legal services, including an understanding of commissioning.
3. Demonstrable ability in people management, particularly in the voluntary sector.
4. Ability to create a positive working environment in which equity and diversity are well managed, and staff are empowered and motivated to do their best.
5. Ability to communicate and work well with a governing body.
6. Track record of managing ICT in a working environment, including ICT business planning, managing information and supplier relations.
Staff Benefits
● 6% Employer Pension Contribution
● A company that is committed to its employees, valuing their knowledge, creativity, and flexibility
● Flexible, hybrid working
● Free parking
● Ongoing personal training and development
● The chance to work with amazing people and a nationally recognised charity.
