Information and advice caseworker jobs

Location: remote, on a hybrid basis, or office-based from Harrogate, Malton, Northallerton, Richmond, Scarborough or Selby.

Are you a qualified and experienced Money Adviser looking to use your skills to make a real difference? 

We’re looking for a qualified and experienced Money Advice Caseworker to join our advice team. You’ll use your knowledge and expertise to provide specialist advice to clients facing financial difficulties, helping them understand their options, resolve debt issues and improve their financial wellbeing. 

You’ll need a recognised money advice qualification, together with recent experience of providing debt and money advice and managing your own caseload. You’ll have strong communication and negotiation skills, a good understanding of debt remedies, insolvency options and the interaction between debt and welfare benefits, and a commitment to delivering advice that is free, confidential, impartial and independent. 

You'll be joining a supportive and collaborative team, helping people find a way forward when they're facing financial difficulties. 

The role can be carried out remotely from anywhere within the UK, on a hybrid basis, or office-based from your choice of our North Yorkshire offices in Harrogate, Malton, Northallerton, Richmond, Scarborough or Selby. 

To view the job pack and apply for this exciting opportunity please visit our website via the Redirect button.

Interview date:  8-9 September 2026

Role: Caseworker (Information and Advice)

Hours: 28 hours per week (flexibility around working pattern)

Salary: £30,282 - £32,445 (pro rata, per annum)

Location: Hybrid

Start Date: 1 September 2026 or as soon as possible there after

Contract Type: Fixed term until 31 Jan 2027, with potential of extension dependent upon funding.

This post is subject to a satisfactory Enhanced DBS (Disclosure and Barring Service) check.

About the Role

This role sits within our Information and Advice team and is key to the smooth running of our Information and Advice service. This role will provide casework support relating to Adult Social Care, Housing, and Welfare Benefits to Disabled Merton Residents.

Key Tasks and Responsibilities

1. To manage a varied caseload, providing accessible and quality information, advice, guidance and representation to Disabled people in Merton.

2.   To support Disabled people in Merton with Adult Social Care including but not limited to Care Act assessments, reviews and reassessments, including Financial Assessments.

3.   To support Disabled people in Merton with Housing including getting on to and improving positions on the housing register, aids and adaptions and Disabled Facilities Grants.

4.   To support Disabled people in Merton with Welfare Benefits including but not limited to applications, assessments, appeals and tribunal representation.

5. To support quality assurance processes to maintain the Advice Quality Standard including ensuring case notes are updated in-line with frameworks, carrying out peer file review and taking part in supervision sessions.

6. Where appropriate, refer Disabled people to other services in line with our policies, including other Merton CIL services.

7. To research and remain informed of new legislation or policy changes that impact casework.

8. To collaborate with the Policy and Campaigns Team to push for systems change.

9.  To understand safeguarding procedures and raise concerns with support from the safeguarding lead.

10. To work within the Social Model of Disability and ensure that it is understood by our members, service users, staff, local authority, and partners.

11. To carry out the duties of the post in line with our Equality, Diversity, Inclusion and Equity Policy, and adhere to all Merton CIL’s policies and guidelines, including our values.

12. To undertake such duties and attend out-of-hours and/or weekend events when reasonably be required.

                                                                                                                                                                                                This job description reflects the requirements of the post at the time of writing. The needs and circumstances may change over time and therefore the Job Description may need to be reviewed in the light of any such changes which may occur.

Other Information

Merton CIL is committed to equity and inclusion and reflecting the diverse communities we serve. We particularly welcome applications from individuals from marginalised communities.  

Please also email us if you:

·Have any questions or would like an informal discussion about the role,

· Need support to apply, adjustments or require any of the materials in a different format.

We do not use AI within our hiring processes. 

Renters Rights -Caseworker

Salary: £31,101 per annum

Closing date – 04 September 2026

Cambridge House is looking for motivated people who are willing to go the extra mile to create a more just society. We provide a range of services that are designed to improve people’s lives.

At Safer Renting we tackle the abuse of renters and criminality in the private rented sector by leveraging our partnerships with local authorities to hold landlords accountable for providing safe, decent, and secure homes. We also seek to transform the sector through our award-winning research and campaigns.

Our team is very diverse in terms of cultural diversity and lived experience, we offer staff a range of competitive benefits.

The successful candidates will have experience of:

• Empowering individuals with the knowledge, guidance and confidence to exercise and enforce their rights.
• Supporting legal action and securing positive outcomes for individuals through evidence-based case preparation.
• Championing tenant’s interests.

How to apply 

Applicants will be required to submit their CV along with a supporting statement outlining their relevant experience and suitability for the role.

You will also be required to download and complete a Criminal Records Declaration Form and a Diversity Monitoring Form, both of which are available on the Work With Us/Job Opportunities page of our website.

We value diversity and warmly encourage applications from disabled and Queer/LGBTQIA+ people, candidates who share lived experiences with our service users, and people from Black, Asian and global majority communities.

Note Recruiters or Agencies will not be responded to .

CLOSING DATE 23 AUGUST 2026  - INTERVIEW DATE 02 SEPTEMBER 2026
(Salary Band D2 - In line with SUBU’s pay framework, new employees are appointed at the lower end of the salary band).

Purpose of Role

This position entails offering advice and support on an individual basis through email, phone, or in-person meetings. You will maintain thorough records of all student interactions by effectively utilizing the case management system. Additionally, you will collaborate with other departments within SUBU to design, implement, and execute campaigns and events aimed at raising awareness of the
current issues impacting BU students.

To provide accurate and comprehensive advice, guidance, and representation to Bournemouth University Students on a range of issues including academic, housing and financial matters in accordance with BU and SUBU policies and relevant legislation. And supporting students through personal circumstances such as suicide, sexual misconduct, abuse, harassment, violence, racism and discrimination. To maintain an excellent level of understanding of BU’s policies and procedures to ensure high quality advice and support is given to students. This role also supports students to prepare for and attend formal meetings relating to the continuance of students’ academic studies, for example Academic Offence Panels and Fitness to Practice Panels. We aim to empower students by advising them and giving them the information to make informed decisions. The post holder will maintain an excellent level of understanding of BU’s policies and procedures to ensure high quality advice and support is given to students.

Key Tasks

• Advice and Guidance Duties: directly helping clients as a key objective, providing accurate advice, support and signposting or referrals as appropriate. Supporting students to prepare for and attend various BU panels. Maintain knowledge and understanding of policies, issues and legislation relating to advice for clients. Staff must have access to relevant legal material and keep up to date with the law in adherence with the Advice Quality Standard.
• Support/Mentoring Duties: Work as part of a team, support other team members when they require case support to ensure the best outcomes for the students. Supporting students to prepare for and attend various meetings & panels.
• Advocacy: attending Academic Offence Panels, Fitness to Practice Panels, University Panels, Support to Study meetings with the student, monitoring and challenging the panel where the meeting or process has not followed procedure as defined by policy, and to advocate for the student in the meeting where required. Also attending additional meetings with students where additional support and guidance is required. 
• Welfare support: assisting students when in crisis, using professional judgement and policies/ procedures to inform the approach taken with each individual, which may involve creating a crisis plan. Administration Duties: Maintain clear, timely and accurate case records. 
• Communication Duties: between clients, team, SUBU staff and Officers, University staff, other external contacts and use of social media.
• Organisational Duties: organising client meetings, prompting staff and students for input into various matters, supporting the day-to-day operational function of the department. Manage and prioritise own case load, effectively managing time and systems to record cases, monitor deadlines, carry out research and respond to clients with the information they require within an appropriate timeframe. 
• Data Duties: maintain and manage various client record and information systems.
• Compliance Duties: Supporting the delivery of operational plans, policy, and departmental objectives, ensuring that services operate within their legislative responsibilities Maintain confidentiality in line with the SUBU Advice policy, and principals of the Advice Quality Standard framework. 
• Reviewing & Evaluation Duties: participate in SUBU strategic planning and development sessions, ensuring all areas of engagement to reflect SUBU.
• Networking Duties: Develop and maintain effective working relationships Maintain strong relationships and partnerships with the University, Wellbeing organisations, Local organisation, and other relevant organisations such as Advice UK, Citizens Advice Bureau, Shelter.
• Key Union Events Duties: Supporting SUBU when asked to assist with the organisation and administration of the larger Union events such as Freshers, Summer Ball, Open Days May require weekend working during peak union events.
• Professional Development - Attend regular training to develop knowledge, skills
  and expertise.

General for all staff

• Key Union events duties: proactively to assist with the organisation and administration of Union events such as Fresher’s Fair and the Summer Ball.
• Staff must always adopt and endorse the company’s strategy and values as well as all supporting policies, across all aspects of the role.
• Participate in training, meetings or conferences considered relevant to their job with agreed Personal Development plan.
• Carry out your duties with full regard to the rules, policies and procedures and conditions of service contained in the staff handbook.
• Abide by the Organisation’s policies and procedures.
• Adhere to all health and safety legislation.
• SUBU is committed to promoting, educating, and taking direct action on environmental sustainability. All SUBU employees are expected to integrate environmental sustainability values and action into their role where feasible.
• To undertake any other task that is deemed reasonable within your skill set.

Person Specification

• Excellent communication and listening skills. 
• Ability to contribute to a positive team working culture and motivate others especially in times of high demand and critical delivery.
• Experience of providing advice and representation in one or more of the areas covered by the Students' Union's Advice Service, including using a Customer Relationship Management (CRM) system.
• Flexible; responsive to changing demands.
• Excellent attention to detail & ability to provide accurate information.
• Professionalism and discretion.
• Balanced judgement when considering courses of action.
• Understanding of diplomacy and neutrality.
• Positive attitude towards problem-solving.
• Awareness of the issues involved in working in a confidential environment and of the need to maintain professional boundaries and use appropriate referrals in advice work.
• Resilient temperament with the ability to hold sensitive and difficult conversations with people in a distressed or acutely affected state.
• Patience and empathy. 
• Commitment to excellent customer service.
• Knowledge of the application of the Advice Quality Standards.

“Providing free, independent, confidential and impartial advice”

Citizens Advice Southwark has a track record of delivering high-quality services from its offices in Peckham and Walworth and 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. 

Trainee Generalist Advice Caseworker

Starting on salary NJC Scale 5 - £32,749 per annum (increasing to NJC Scale 6 - £35,689 to £37,851 per annum - after 6 months)

Full-time – 35 hours per week

This is an exciting opportunity for an experienced Gateway Assessor to be fast tracked through the full Citizens Advice Generalist Adviser training programme within 6 months. You will also be working on a range of different projects and services providing direct advice to the public and undertaking casework on social welfare law issues.

Once assessed as having satisfactorily completed the initial six months training you will be issued with a new job description as a Generalist Advice Caseworker on a starting salary of £35,689 per annum.

• You must be a trained Gateway Assessor
• Have an understanding of the advice needs and issues of the local community in a diverse inner-city area
• Understand, empathise with and be committed to the Service’s aims, principles and equal opportunities policies

Closing date: 9.00 am Friday 4 September 2026

Interviews will take place on Tuesday 8 September 2026

For further information and an application pack please go to our website

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.

“Providing free, independent, confidential and impartial advice”

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. 

Are you an experienced debt advice specialist ready to step into a leadership role? Do you want to use your technical expertise to support a team making a real difference in South London?

We are seeking a Money Advice Technical Supervisor to lead our dedicated debt and money advice services in Southwark. In this vital role, you will ensure our community receives the highest quality financial guidance while directly shaping the skills of our frontline advising team.

What you will do:

• Lead Quality Assurance: Conduct file reviews and case audits to maintain compliance with FCA regulations and the Advice Quality Standard (AQS).
• Support the Team: Act as the technical point of escalation, providing daily guidance, coaching, and feedback to advisers and volunteers.
• Manage Complex Cases: Oversee high-level casework, including Debt Relief Orders (DROs), bankruptcy, and severe housing arrears.
• Drive Performance: Monitor team outcomes against local project targets to ensure efficient and impactful service delivery.

What we are looking for:

• A minimum of 2 years of experience delivering specialist money or debt advice.
• Experience supervising, mentoring, or checking the work of other advisers. 
• 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 Monday 24 August 2026

Interviews will take place on: Thursday 27 August 2026

For further information and an application pack please go to our website via 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.

If you care deeply about helping people, enjoy problem-solving, and want to make a real difference in your community, we would love to hear from you.

The Role

As a Debt Caseworker, you will work directly with clients experiencing debt and financial hardship. You will provide high-quality advice and casework, helping clients understand their options and take positive steps towards resolving their financial difficulties.

You will support clients with compassion and professionalism, breaking down complex information into practical, achievable solutions. This includes assessing financial circumstances, preparing realistic budgets, identifying priority debts, negotiating with creditors, and empowering clients to make informed decisions about their finances.

Who We’re Looking For

We are seeking a qualified Debt Adviser with experience of providing debt advice and casework.

We would love to hear from you it you are:

• Experience of debt, money, welfare benefits, or related advice work.
• Knowledge of debt services, creditor negotiation, and financial capability support.
• An empathetic communicator
• Comfortable with numbers and difficult conversations
• A natural problem‑solver who stays calm under pressure
• Organised, resilient, and adaptable
• A team player who’s open to feedback

Debt advice qualifications are helpful but not essential — we’ll support your development every step of the way.

DBS Check Required

Carer's Caseworker Temporary Contract (6 Months+)
£14.58 - £15.58 per hour
37.5 hours per week
Hybrid Working: Home-based with 1 day per week in the office

Make a real difference to unpaid carers Are you passionate about supporting others and helping people navigate challenging circumstances? This is an exciting opportunity to join a thriving independent carers support charity that places unpaid carers at the heart of everything they do.

As a Carer's Caseworker, you will provide practical guidance, emotional support and advocacy to adult carers, ensuring they have access to the information, services and resources they need. Working as part of a dedicated and supportive team, you will empower carers to feel recognised, valued and supported throughout their caring journey.

About the role This varied and rewarding position combines frontline casework, advocacy, community engagement and partnership working. You will support unpaid carers through personalised assessments, tailored support plans and practical advice, while helping to raise awareness of carers' needs across the local community.

What you'll be doing:

Direct Support to Carers

• Deliver carer assessments in line with the Care Act 2014 and develop personalised support plans
• Support carers with applications for Carers Personal Budgets where eligible
• Provide information, advice and guidance on carers' rights, welfare benefits, housing and local services
• Offer emotional support and advocacy to carers facing complex challenges
• Liaise with local authorities, NHS providers and voluntary sector organisations to coordinate effective support
• Manage referrals and ensure appropriate follow-up action is taken

Outreach and Community Engagement

• Proactively identify and engage unpaid carers, including those from underrepresented communities
• Build positive relationships with healthcare professionals, community organisations and local partners
• Raise awareness of unpaid carers and available support services
• Contribute ideas and insight to help shape service development and future initiatives

Administration and Case Management

• Maintain accurate records and case notes using internal systems and databases
• Register new carers and ensure records remain up to date
• Prepare case summaries and contribute to reports for managers, commissioners and funders
• Ensure confidentiality, GDPR compliance and high standards of data management

Team Contribution

• Share specialist knowledge and best practice with colleagues
• Participate in team meetings, supervision and training opportunities
• Contribute to a positive, supportive and solutions-focused culture

What we're looking for

• Experience supporting individuals from diverse backgrounds with varying levels of need
• Experience managing a caseload and maintaining detailed case records
• Experience providing advice, guidance or support in a frontline, community or care setting
• Exposure to health, social care or voluntary sector services
• Experience supporting vulnerable individuals, including within mental health or wellbeing-focused environments
• Strong communication, relationship-building and advocacy skills
• Good IT skills, including Microsoft Office and database systems
• Excellent written communication and report-writing ability
• A proactive and solution-focused approach to supporting others

Knowledge and Understanding

• Familiarity with the Care Act 2014 and its implications for carers
• Understanding of welfare benefits, including PIP, Attendance Allowance and Carer's Allowance
• Awareness of housing issues, safeguarding and equality legislation
• Insight into the challenges faced by unpaid carers and the importance of support networks

About You You are warm, empathetic and approachable, with a genuine passion for supporting people. You thrive on building trusted relationships, are committed to inclusive practice and are motivated by the opportunity to create positive change in the lives of unpaid carers. Whether working independently or collaboratively, you bring professionalism, compassion and a strong commitment to delivering high-quality support.

A basic DBS check will be required as part of the recruitment process.

If you're ready to make a meaningful difference in the lives of unpaid carers and join a charity that truly values the impact of its people, we'd love to hear from you. Submit your CV today.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

If you care deeply about helping people, enjoy problem-solving, and want to make a real difference in your community, we would love to hear from you.

The Role

As a Debt Caseworker, you will work directly with clients experiencing debt and financial hardship. You will provide high-quality advice and casework, helping clients understand their options and take positive steps towards resolving their financial difficulties.

You will support clients with compassion and professionalism, breaking down complex information into practical, achievable solutions. This includes assessing financial circumstances, preparing realistic budgets, identifying priority debts, negotiating with creditors, and empowering clients to make informed decisions about their finances.

Who We’re Looking For

We are seeking a qualified Debt Adviser with experience of providing debt advice and casework.

However, we recognise the value of developing new talent and would also welcome applications from individuals with relevant skills, experience, and a strong commitment to learning. For the right candidate, a Trainee Debt Adviser position may be offered, with a structured training and development programme leading to competency in debt advice.

We would love to hear from you it you are:

• Experience of debt, money, welfare benefits, or related advice work.
• Knowledge of debt services, creditor negotiation, and financial capability support.
• An empathetic communicator
• Comfortable with numbers and difficult conversations
• A natural problem‑solver who stays calm under pressure
• Organised, resilient, and adaptable
• A team player who’s open to feedback

Debt advice qualifications are helpful but not essential — we’ll support your development every step of the way.

DBS Check Required

We're looking for an experienced money advice professional who is passionate about making a real difference to people's lives. You will have a minimum of two years' experience delivering money and debt advice, with the ability to support, motivate and develop others. Whether you're an experienced Team Leader or ready to take the next step in your career, you'll be committed to delivering high quality, person-centred services and achieving the best outcomes for clients. This role is about more than managing performance. It's about leading by example, supporting people experiencing financial hardship, poor mental or physical health, trauma, disability, homelessness or digital exclusion, and helping your team deliver flexible, relationship-based support. We're looking for someone who is compassionate, resilient, organised and solution-focused, with excellent communication skills and a collaborative leadership style, committed to continuous improvement and helping people build long-term financial resilience. 

This role forms part of the Exeter Crisis & Resilience Fund partnership, delivered by Navigate, Churches Housing Action Team (CHAT) and Encompass Southwest – the collaboration is known as Wis£rmoney. Together, we provide a seamless service that supports residents from immediate financial crisis through to long-term resilience. Our partnership combines specialist money and debt advice, welfare benefits advice, housing support, homelessness prevention, trauma-informed practice and financial education to provide holistic support for people experiencing financial hardship. Rather than asking people to navigate multiple services, we work together to ensure they receive the right support at the right time, through a coordinated 'No Wrong Door' approach. 

The Crisis & Resilience Fund Team Leader will lead the delivery of the Exeter Crisis & Resilience Service, providing operational leadership to a multidisciplinary team delivering high-quality, person-centred support to residents experiencing financial hardship, crisis and multiple disadvantage. The postholder will line manage Navigate's Client Liaison Officers and the Money Advice Caseworkers employed by partners Churches Housing Action Team (CHAT) and Encompass Southwest to ensure a seamless, coordinated service that supports individuals from immediate financial crisis through to long term resilience. As Navigate's operational lead for the contract, the Team Leader will foster strong partnership working, maintain effective communication across organisations and ensure clients experience a consistent 'No Wrong Door' approach. Alongside leadership responsibilities, the postholder will manage a small caseload of complex clients, delivering FCA-regulated debt advice, welfare benefits advice, advocacy and holistic financial resilience support. They will provide guidance and oversight for complex casework, ensuring clients receive timely, flexible interventions tailored to their individual circumstances.

The Team Leader will champion Wis£rmoney’s relationship-based, trauma-informed approach, recognising that financial hardship rarely exists in isolation. By supporting staff to build trusted relationships with clients, remove barriers to engagement and address the wider issues affecting financial wellbeing, the role will help residents achieve sustainable financial stability, independence and resilience. The postholder will also be responsible for ensuring the service meets all contractual, regulatory and quality requirements, monitoring performance, driving continuous improvement and embedding innovative ways of working that enhance client outcomes while maintaining the personalised support that is central to the service model.

Key Responsibilities

Leadership and Service Management

• Lead Wis£rmoney's delivery of the Exeter Crisis & Resilience Fund service, ensuring a high-quality, person-centred service that reflects the partnership's shared values and objectives.
• Line manage and support Client Liaison Officers (2) and Money Advice Caseworkers (2), providing regular supervision, reflective practice, coaching and annual appraisals.
• Promote a positive, supportive team culture that prioritises staff wellbeing, continuous learning and high-quality client outcomes.
• Provide guidance and support on complex casework, safeguarding concerns and risk management.
• Lead by example, demonstrating relationship-based, trauma-informed approach to supporting people experiencing financial hardship.

Specialist Casework

• Manage a small caseload of clients with complex financial circumstances requiring specialist intervention.
• Deliver FCA-regulated debt advice, welfare benefits advice, budgeting support, income maximisation and advocacy.
• Develop personalised support plans that address both immediate financial crisis and longer-term resilience.
• Negotiate with creditors, landlords, utility providers and statutory agencies to achieve the best possible outcomes for clients.
• Support clients to access appropriate debt solutions, including Debt Relief Orders and bankruptcy where appropriate. 

Quality Assurance and Compliance

• Ensure all advice delivered by Wis£rmoney meets FCA requirements, Advice Quality Standard expectations and organisational policies.
• Carry out regular case reviews, file audits and quality assurance checks to maintain consistently high standards.
• Ensure accurate and timely recording of casework using AdvicePro and associated digital systems.
• Promote excellent information governance, GDPR compliance and safeguarding practice throughout the service.
• Support preparation for contract monitoring, audits and quality inspections.

Partnership Working

• Act as Navigate's operational lead within the Exeter Crisis & Resilience Fund partnership.
• Work collaboratively with Churches Housing Action Team, Encompass Southwest, Exeter City Council and other partner organisations to deliver a coordinated 'No Wrong Door' service.
• Build strong relationships with local agencies to improve referral pathways and client outcomes.
• Represent Wis£rmoney at partnership meetings, operational groups and multi-agency forums.
• Support collaborative problem-solving and contribute to the ongoing development of the partnership.

Service Delivery and Performance

• Ensure timely allocation of referrals according to client need, complexity and risk.
• Maintain oversight of client journeys, ensuring seamless transitions from crisis intervention to longer term resilience support.
• Monitor performance against contractual targets, quality standards and key performance indicators.
• Contribute to contract monitoring reports and evaluation, ensuring outcomes and impact are accurately recorded.
• Identify emerging trends, unmet need and opportunities to improve service delivery.

Outreach, Innovation and Continuous Improvement

• Promote innovative approaches that improve accessibility, efficiency and client outcomes while maintaining personalised support.
• Support the implementation of new systems, digital technologies and service improvements across the partnership.
• Encourage reflective practice and continuous improvement, identifying opportunities to strengthen processes and remove barriers for clients.
• Keep up to date with changes in legislation, regulation and best practice relating to money advice, welfare benefits and financial inclusion.

Safeguarding and Risk Management

• Ensure safeguarding policies and procedures are fully implemented across the service.
• Provide advice and escalation support for safeguarding concerns and high-risk cases.
• Promote safe working practices for staff delivering home visits, outreach and community-based support.
• Foster a culture where safeguarding, professional curiosity and client wellbeing underpin every aspect of service delivery.

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.

Debt & Welfare Benefit Advisers

Salary: £30,000 pa (review after 6-months)

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

Birmingham Settlement is looking to build its Money Advice Team and has several vacancies for experienced Debt & Welfare Benefit Advisers.

As an experienced 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 circumstances.

Based at one of our offices in Ladywood, Kingstanding, or Newtown, and with outreach work in other areas of the city we are looking for Advisers with drive, enthusiasm and a proactive approach to support our clients to get the outcomes they need. You will be adaptable, solution focused and possess excellent communication skills along with a flexible approach and 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 financial literacy training to build and continually improve money management and financial capability.

Our Money Advice Team sits within the overall Settlement which provides a wide range of community support services covering all ages and aspects of need, please see our website.

This is a great opportunity to join a progressive charity making a real difference to people’s lives.

 For an informal discussion about the role call Theresa Gniadkowski

This is an active recruitment; early applications are encouraged

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: Thursday 3rd September 2026

Interviews: To be confirmed

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

This is an exciting opportunity for a Disabled person with strong HR and service management experience to support our high quality Information and Advice and Speaking Up (casework) Services rooted in the Social Model of Disability, Disability Justice, Equity and Human Rights. This role sits within our Senior Leadership Team and is central to the smooth running and growth of our organisation.

• Role: Service Manager
• Reporting To: CEO
• Direct Reports: 3-4 members of our Information and Advice and Speaking Up Teams (including 2 Supervisors)
• Hours: 21 hours per week (flexibility around working pattern but must be available to work on a Monday)
• Salary: £38,934 - £51,912
• Location: Hybrid
• Start Date: 28 October 2026 or as soon as possible thereafter
• Contract Type: Fixed term until 30 September 2028, with potential of extension dependent upon funding
• This post is subject to a satisfactory Enhanced DBS (Disclosure and Barring Service) check.

We are looking for an individual with a deep commitment to Disabled people’s rights and passion for leading change. The successful candidate will lead, motivate and support a diverse team of passionate caseworkers, manage impactful services, lead on HR, deputise around safeguarding and develop and maintain key relationships with partners and funders, and more.

What do we mean when we say ‘Disabled’? - We use the term ‘Disabled people’ to mean all people living with an impairment or health condition. This includes:

• People with physical impairments
• People who experience mental distress/mental health issues
• Deaf People
• Hearing Impaired People
• Blind, partially sighted or Vision Impaired People
• People with learning disabilities
• People with long-term health conditions
• Neurodivergent People
• People with invisible impairments

We recognise and respect that some of the people mentioned above do not think of themselves as Disabled but we believe the groups above can face disabling barriers in society.

Liverpool Innovation Park- Flexible hybrid working minimum 3 days office based
(Available for experienced Energy Debt Specialists only after training on the telephone platform is completed.)

Term: Fixed Term until 31st March 2028

Hours: 35 hours per week

About the Role

Responsibilities:

1. Provide advice and a limited casework service covering the full range of debt and money management advice, including breathing space, debt relief orders, bankruptcy, and debt management plans.

2. Maintaining standards of service delivery and ensuring that advice and casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the minimum individual file review score of the Money and Pensions Service Advice Quality Framework.

3. Complying  with systems for monitoring and reporting purposes.

4. Working collaboratively with colleagues to ensure that the service area meets key performance indicators and targets.

5. Analyse and interpret complex information, communicating this effectively in writing with particular emphasis on negotiation and representation.

Research and Campaigns

1. Keeping  up to date and participating in current research trends and campaign issues by providing information on a client’s circumstances,

Essential Criteria

1. An understanding of and commitment to the aims, principles and policies of the Citizens Advice service including a strong commitment to equality and diversity.

2. An understanding of the problems and issues associated with unmanageable debt, particularly energy debt, and their implications for clients and advice service provision.

3. Recent experience of providing advice to the Advice Quality Standard and/or the willingness and ability to complete full debt advice training.

4. A good understanding of the skills and techniques used in interviewing through telephone and digital advice channels.

5. The ability to understand the needs of others and to empower clients to take action for themselves.

6. The ability to monitor and maintain own standards, prioritise work and meet deadlines and targets.

7. The ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.

8. The ability to work as part of a team and to respond positively to change.

Here are some examples of how we help our clients:

In Person Enquiry.

Mr Jones attended our drop-in service regarding multiple debts which had accumulated when, due to severe and sudden illness, he was forced to finish work. Mr Jones was unable to communicate by telephone due to his illness so needed in person support. He was anxious as his creditors had been contacting him asking him for payments and some were threatening court action.

The Caseworker helped Mr Jones obtain details of all his debts. They arranged a formal Breathing Space to stop further action from his creditors for 60 days. The Caseworker helped Mr Jones complete a budget, checked his benefit income was correct, and helped him claim charitable support to maximise his income. They also looked at practical ways of helping him reduce his bills and expenditure. Unfortunately, Mr Jones still had very limited income to make affordable payment arrangements to his creditors.

The Caseworker then advised him of all the options and solutions available. Mr Jones chose a Debt Relief Order insolvency solution, which the Caseworker completed, to give him a fresh start by effectively clearing his debts.

Telephone Enquiry.

Miss Smith contacted our advice line for help with her energy arrears. She struggled with a language barrier due to a limited level of English and was vulnerable due to a mental health condition. With a combination of several telephone calls, together with interpreting services, the Caseworker was able to successfully help her.

The Caseworker contacted the fuel provider concerned and advised of her vulnerabilities. They requested that Miss Smith’s details were placed on the Priority Services Register. Even though it was Wintertime, Miss Smith had not been topping up her prepayment meter as she could not afford to do so, so arrears via unpaid standing charges, were also accruing. The meter was also in an awkward position, so she found it difficult to access to top up. The Caseworker assisted her in contacting the fuel provider to install a new smart meter which she could access easier. Miss Smith was then able to use an app to top up her meter which she found more convenient.

The Caseworker assisted Miss Smith in completing a budget, benefit claims, charitable support and fuel vouchers. The Caseworker looked at ways of reducing her expenditure and easy energy efficiency measures Miss Smith could undertake herself in her home.

As a result of these actions, Miss Smith then had some disposable income and was able to start to top up her prepayment meter regularly and keep warm. The Caseworker also assisted her with the completion of a successful trust fund application to her fuel provider, to repay the arrears in full.

Requirements

Person Specification:

1. 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.

• 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.

How to Apply

For more information and to apply, please click on the redirect button.

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.

AFRIL is recruiting for our next Casework Manager, following the advancement of the current post holder into another role within the organisation. We are looking for a hard working and dynamic person who can balance the operational demands of casework and managing frontline services, with excellent HR skills and a keen interest in policy and developing partnerships. This is an exciting and integral role within a supportive and dynamic team at AFRIL, which would be ideal for a highly experienced caseworker or solicitor seeking to gain leadership experience in a community led organisation.

The successful candidate will lead a team of 3 Caseworkers (as well as a team of volunteers) in the delivery of AQS casework in the areas of housing, asylum support, welfare benefits and community care, and the provision of Immigration Advice Authority Level 2 advice. The post holder will also hold key funder and partner relationships, oversee compliance, safeguarding and support the Executive Director with AFRIL's external policy work.