Caseworker jobs in Liverpool

Various locations across the Liverpool area.
Some flexible hybrid working - 4 days office based, 1 day work from home.

1 Permanent and 1 Fixed term until 30th June 2027

Hours: 35 Hours per week

About the Role

Role Purpose:

Do you enjoy helping people? Are you a compassionate and people focused person?

Do you want to make a real difference to the lives of people who are in problem debt and help them find a way forward?

The Debt Advice Caseworker will provide an in-person high-quality debt advice and casework service to the organisation’s clients.

The Debt Advice Caseworker will provide mentoring and support to their co-workers, which will help develop their skills and expertise in debt and money management service, ensuring they deliver our clients with the best possible service.

A demanding role, whereby the Debt Advice Caseworker will have the ability to understand and deal with complex information.

They will work collaboratively with their team, management and external organisations.

Flexibility is a key characteristic of all our posts, and the post-holder may be asked to carry out other tasks consistent with the grade from time to time.

Requirements

To be appointed as a Debt Advice Caseworker, you will need to have:

1. Knowledge and experience of complex debt casework, covering priority and non-priority debt  advice, options and insolvency solutions.

OR

To be appointed as a Trainee Money Advice Caseworker, you will need to have knowledge of advice areas and money advice issues and have experience of giving advice. We’re not looking for the finished article, if you have the right attitude then we can help to develop your skills.

2. Experience of achieving performance and quality targets/KPIs.

3. Ability and willingness to undertake training and development to comply with Money and Pensions Service and Citizens Advice quality standards.

4. Effective oral/written communication skills and be numerate to the level required by the tasks.

5. Ability to prioritise own work, meet deadlines, manage workload and targets in a pressured environment.

6. An ordered approach to casework and an ability and willingness to follow and develop agreed procedures.

7.  IT literacy with an ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials.

8. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.

9. Ability and willingness to work as part of a team.

10. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equalities and diversity policy

11. Ability to work across different sites within Liverpool.

12. Institute of Money Advisers Certificate in Money Advice Practice or MaPS Caseworker accreditation equivalent.

Equality and Diversity:

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

Responsibilities:

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

2. Deliver our service by a range of methods required, including telephone/digital channels, drop-in sessions, appointments, outreach work, and home visits.

3. Act for clients where necessary; this includes drafting letters, budgets, financial statements, and negotiating with third parties.

4. Ensure income maximisation through the take up of appropriate welfare benefits.

5. Prepare and present cases to statutory bodies, tribunals, and courts when required.

6. Assist clients with issues, where they may be an integral part of a case, and refer them to the appropriate agencies and advisers.

7. Maintain standards of service delivery and ensure that casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the Money and Pensions Service Advice Quality Framework.

8. Comply with systems for monitoring and reporting purposes.

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

10. Assist in the smooth running of the organisation and provide emergency cover for other parts of the service when necessary.

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

Research and Campaigns

1. Keep up to date with current research trends and campaign issues.

2. Participate in research and campaigns activity by providing information on client’s circumstances and acting on behalf of the client.

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 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 clients through a range of channels including telephone, digital and face-to-face.

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.

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.

Rare opportunity: Help those affected by road crashes and create lasting change with Brake, the renowned road safety charity.

Who we are: Brake is the national, acclaimed charity delivering the National Road Victim Service, a specialist, accredited, UK-wide support service for road victims, delivering case-managed care for anyone who has been bereaved or seriously injured in a road crash or who is supporting a road crash victim.

Not your average job: This is a highly specialised frontline role supporting people affected by traumatic road deaths and life-changing injuries. We are seeking candidates with a strong understanding of trauma-informed practice and experience supporting people through the impact of traumatic bereavement and/or injury.

You will provide a specialist trauma-informed and bereavement-informed approach to care, helping individuals and families navigate the immediate and long-term impact of sudden loss or catastrophic injury. You will undertake a comprehensive needs, risk and safety assessment from which a bespoke support plan will be agreed with the person and/or families, ensuring that immediate wellbeing needs, vulnerabilities and safeguarding considerations are identified and addressed.

By joining this role, you will make a profound difference to individuals and families during their most difficult moments, helping them regain stability, access practical and emotional support, and navigate the complexities of the criminal justice or coronial process with guidance and care.

Take a look at our comprehensive job description for more details.

What we offer:

- A generous 35 days of annual leave (including bank holidays and 3-day shutdown period between Christmas and New Year, pro-rata for part-time working patterns)

- Birthday day off (taken any time)

- Enhanced sick pay and compassionate leave

- Death in service benefit

- Pension

- Employee Assistance Programme

- Flexible working

- A rewarding role with purpose

- Be part of a skilled, friendly team with an engaged Board of Trustees 

Who you are: We need energised and resilient self-starters with experience in supporting traumatic grief and post-traumatic stress. a background in providing high-quality emotional support and advocacy. Experience in the following sectors often provides a robust toolkit of high-level transferable skills: Police or criminal justice roles, family liaison, counselling or trauma support, health and social care, casework in any related field

Specifically seeking candidates with:

- Experience with people affected by trauma, sudden bereavement, or serious injury

- Understanding of trauma-informed practice and ability to provide support sensitively

- Experience identifying and responding to safeguarding and vulnerability concerns

- Strong advocacy skills ability to act as a powerful voice for service users, expertly navigating external networks, assemble resources and cross-functional support where required.

About us: At Brake, we are committed to creating a truly inclusive workplace where all colleagues feel valued, respected, and supported. We welcome applications from all backgrounds and life experiences, and particularly encourage candidates from the global majority, LGBTQIA+ community, and people with disabilities to apply.

We believe that diverse perspectives strengthen our work and enable us to deliver the best possible support to individuals and families affected by road trauma. As a proud Disability Confident employer, we don’t want you to ‘fit’ our culture, we want you to enrich it

If you are passionate about making a difference and share our vision for a world where no one is killed on our roads, we want to hear from you.

Not for traffic offenders: Due to the nature of our work we can't accept applications from traffic offenders. Candidates will be asked to disclose whether they have any unspent points on their licence at interview.

An enhanced DBS check is required due to the sensitive nature of our service.

Join us today and be part of the solution! 

The Therapies Caseworker will be responsible for supporting delivery of Ben’s therapy provision including Ben’s 24/7 support line and onward therapy referrals. This role requires strong administration and caseworking skills, a level of specialist knowledge or experience and a commitment to providing person centred, compassionate support for those who are struggling or in crisis.

Key responsibilities

• • Provide access to information, advice and guidance regarding Ben’s 24/7 support line and therapy provision.
  • Supporting the Therapies Co-ordinator to manage therapy referrals for service users, helping to ensure that support is delivered in a timely and effective manner.
  • Facilitate referrals to external providers and third parties as applicable to meet service user needs.
  • Review referrals from Ben’s external provider of 24/7 support line and counselling services to assess and provide casework that require ongoing contact whilst receiving therapy support and collaborate with internal and external stakeholders a required, including Ben’s Support Case Managers should this be required.
  • Advocate for service users should this be needed to help ensure the appropriate and effective support and care can be accessed.
  • Help to ensure all service users receive appropriate and effective support and care throughout their engagement with Ben’s support line and therapy provision.
  • Provide emotional support and crisis intervention for service users should the need arise.
  • Maintaining and updating accurate service user records in maintaining confidentiality and GDPR requirements.

· To communicate in a professional and sensitive manner clinical and non-clinical advice and guidance within the scope of the service and practice to both internal and external stakeholders.

· Support Ben’s Urgent Response Service offering briefings, providing listening ear activity and therapeutic activities as and when required.

• • Support with the ongoing management and expansion of Ben’s therapy directory of providers and associates as required.

· In the absence of Therapies Co-ordinator or when needed may be required to set up new providers and associates, including due diligence checks which are also in line with new supplier requirements for financial administration.

· Support with the collection of management information and service user client outcomes and satisfaction data and insights.

· Collaborate on initiatives and projects that advance Ben’s charitable mission and objectives.

· Ensure any associated targets, SLA’s are worked towards and achieved and any underperformance is escalated accordingly.

· There may be times when the Therapies Caseworker may be required to support additional duties or projects. This will be discussed with them and agreed with their line manager.

Whilst this role does not specifically require the individual in post to be a clinician, this would be a desirable and enable the postholder to deliver internal therapeutic support for specific cases, providing telephone / virtual counselling sessions to identified individuals. In this instance, the postholder would also be required to maintain their professional registrations and CPD (Continuing Professional Development) as applicable, this will be supported by the organisation also.

This job description is not intended to be an exhaustive list of responsibilities and will be regularly reviewed and amended, as necessary.

Job Specific Competencies

• Excellent communication and interpersonal skills, with the ability to build rapport and establish positive relationships with service users, colleagues, and external partners.
• Strong organisational skills, with the ability to manage multiple cases and priorities effectively and maintain accurate and detailed records.
• Proficiency in crisis intervention techniques and the ability to provide emotional support and guidance to service users in distress.
• Ability to work collaboratively with multidisciplinary teams and external stakeholders, and to represent the organisation effectively in professional settings.
• Strong problem-solving skills, with the ability to coordinate referrals to third parties.

• Compassionate and empathetic, with a genuine desire to support individuals and families affected by mental health issues and provide them with the care and support they need.
• Resilient and adaptable, with the ability to remain calm and composed in high-pressure situations and effectively manage stress and challenging circumstances.
• Ethical and professional, with a commitment to upholding the highest standards of confidentiality, integrity, and ethical conduct in all aspects of work.

· Collaborative and team-oriented, with a willingness to collaborate with colleagues, share knowledge and expertise, and contribute to a positive and supportive team culture.

· Commitment to ongoing learning and professional development, with a willingness to stay informed about emerging trends, research, and best practices in counselling and therapy.

· Strong organisational and time management skills, with the ability to prioritise tasks, manage multiple responsibilities, and meet deadlines.

• Proficient in the use of Microsoft 365 Products such as CRM & SharePoint

Should the postholder have a clinical background:

• Excellent clinical skills, with the ability to assess client needs, develop treatment plans, and provide evidence-based counselling and therapy services.

Qualifications required

· It is not an essential requirement to hold a specific qualification for this role

· It would be desirable for the postholder to have or be working towards a minimum Level 4 Diploma in Therapeutic Counselling or equivalent, or alternatively registered as a health, mental health, or social care practitioner e.g. BACP/UKCP/HCPC/BABCP or equivalent

· It would be desirable for the postholder to have a level 3 or 4 IAG qualification

· Commitment to ongoing learning and professional development, with a willingness to stay informed about emerging trends, research, and best practices in counselling and therapy.

Experience required

• Experience of providing case management / casework support
• Experience of delivering emotional or mental health triage or relevant assessment services
• Demonstrable knowledge and understanding of issues affecting individuals with a broad range of psychosocial and mental health concerns, lifestyle, and wellbeing.
• Working knowledge of the legal framework in which counselling and talking therapies sits e.g. GDPR, Safeguarding & SASH (Suicide and Self-Harm) Policies and procedures.
• Experience of working in a health, mental health, social care setting.
• Experience in working effectively with people from diverse social and cultural backgrounds.
• Knowledge of mental health issues, trauma-informed care, and best practices in counselling and therapy, with a commitment to person-cantered and culturally sensitive care.
• Excellent communication and interpersonal skills, with the ability to build rapport and establish positive relationships with clients, colleagues, and external partners.
• Experience in crisis intervention, suicide prevention, or similar support line services is highly desirable.
• Ability to work collaboratively with multidisciplinary teams and external stakeholders, and to represent the organisation effectively in professional settings.
• Shows commitment to Ben’s vision, purpose, and mission, with a passion for supporting individuals and their families.

Our Values

· Passionate

· Respectful

· Inclusive

· Driven

· Empowered

This job is suitable for someone who…

· Can demonstrate flexibility and be adaptable

· Is conscientious and motivated to deliver to deadlines

· Shows creativity and takes a solution focused approach

· Is open and honest and demonstrates integrity

· Has the desire to help and support others

· Is approachable

· Is passionate about the services we deliver

· Is seeking to enhance and continuously improve self and the services we provide

· Shares our ambition to save the lives of our automotive family

· Is passionate about making a positive difference to people’s lives

· Is passionate about people and their importance in making an organisation successful

· Is proactive and enjoys interacting with people from all walks of life

Rare opportunity: Help those affected by road crashes and create lasting change with Brake, the renowned road safety charity.

Who we are: Brake is the national, acclaimed charity delivering the National Road Victim Service, a specialist, accredited, UK-wide support service for road victims, delivering case-managed care for anyone who has been bereaved or seriously injured in a road crash or who is supporting a road crash victim.

Not your average job: This is a highly specialised frontline role supporting people affected by traumatic road deaths and life-changing injuries. We are seeking candidates with a strong understanding of trauma-informed practice and experience supporting people through the impact of traumatic bereavement and/or injury.

You will provide a specialist trauma-informed and bereavement-informed approach to care, helping individuals and families navigate the immediate and long-term impact of sudden loss or catastrophic injury. You will undertake a comprehensive needs, risk and safety assessment from which a bespoke support plan will be agreed with the person and/or families, ensuring that immediate wellbeing needs, vulnerabilities and safeguarding considerations are identified and addressed.

By joining this role, you will make a profound difference to individuals and families during their most difficult moments, helping them regain stability, access practical and emotional support, and navigate the complexities of the criminal justice or coronial process with guidance and care.

Take a look at our comprehensive job description for more details.

What we offer:

- A generous 35 days of annual leave (including bank holidays and 3-day shutdown period between Christmas and New Year, pro-rata for part-time working patterns)

- Birthday day off (taken any time)

- Enhanced sick pay and compassionate leave

- Death in service benefit

- Pension

- Employee Assistance Programme

- Flexible working

- A rewarding role with purpose

- Be part of a skilled, friendly team with an engaged Board of Trustees 

Who you are: We need energised and resilient self-starters with experience in supporting traumatic grief and post-traumatic stress. a background in providing high-quality emotional support and advocacy. Experience in the following sectors often provides a robust toolkit of high-level transferable skills: Police or criminal justice roles, family liaison, counselling or trauma support, health and social care, casework in any related field

Specifically seeking candidates with:

- Experience with people affected by trauma, sudden bereavement, or serious injury

- Understanding of trauma-informed practice and ability to provide support sensitively

- Experience identifying and responding to safeguarding and vulnerability concerns

- Strong advocacy skills ability to act as a powerful voice for service users, expertly navigating external networks, assemble resources and cross-functional support where required.

About us: At Brake, we are committed to creating a truly inclusive workplace where all colleagues feel valued, respected, and supported. We welcome applications from all backgrounds and life experiences, and particularly encourage candidates from the global majority, LGBTQIA+ community, and people with disabilities to apply.

We believe that diverse perspectives strengthen our work and enable us to deliver the best possible support to individuals and families affected by road trauma. As a proud Disability Confident employer, we don’t want you to ‘fit’ our culture, we want you to enrich it

If you are passionate about making a difference and share our vision for a world where no one is killed on our roads, we want to hear from you.

Not for traffic offenders: Please note:  Due to the nature of our work we can't accept applications from traffic offenders where offences are unspent.  Candidates will be asked to disclose whether they have any unspent points on their licence at interview.

An enhanced DBS check is required due to the sensitive nature of our service.

Join us today and be part of the solution! 

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.