Derby, Derby
Swadlincote, Derbyshire
£21,530 - £22,937 per year
Permanent, Full-time
Job description

Main duties and responsibilities Work with clients

  • Provide casework covering the full range of debt work, including financial capability advice.
  • Advise and assist client in negotiating with relevant housing, welfare benefit and justice agencies, and in budgeting, paying bills, maximizing income, and claiming relevant benefits.
  • Act for the client where necessary by calculating, negotiating, and acting on debts, including offering advice on remedies such as challenging debts, debt relief orders, and bankruptcy, informal debt management plans.
  • Clarify with the client their priority and non-priority debts, and assist the client to budget and negotiate realistic repayment plans with creditors
  • Attain project targets and outcomes as set by the funder.
  • Ensure that clients receive a prompt and professional service
  • Ensure that all casework conforms to the organisations Advice Quality Standard and/or the Specialist Quality Mark as appropriate.
  • Maintain case records for the purpose of continuity of casework, information retrieval, and statistical monitoring and report preparation            .




  • Set up and maintain casework and other admin systems as required.
  • Maintain agreed monitoring and outcome information for commissioning agencies and internal management purposes.


Professional development

  • Keep up to date with legislation, case law, policies and procedures relating to money


advice, and attend appropriate training; including reading relevant publications

  • Attend meetings, supervision and training as required by line manager



  • Uphold the aims and principles of the organisation
  • Comply with all the organisation’s published policies and procedures, paying particular attention to Health and Safety, Confidentiality, and Equal Opportunities.
  • Comply with organisational, statutory and legislative requirements
  • Maintain regular contact with voluntary and statutory agencies.
  • Undertake other such duties as may be required to ensure the effective delivery and development of the service



This job description provides an indication of the roles and responsibilities of the post. It should not be construed as an exhaustive list of the duties. It may be re-negotiated, in consultation with staff, as the organisation develops. Some aspects of the role may be limited by the terms of a particular contract or funding.


Person Specification Essential Desirable

1. Trained in Specialist Debt Advice work and related areas. 

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

3. Ability to monitor and maintain own standards. 

4. Effective written and oral communication skills with particular emphasis on negotiations. 

5. Understand the issues involved in interviewing vulnerable clients. 

6. A non-discriminatory attitude 

7. Flexible approach and willingness to work as part of a team 

8. Ability to research, analyse and interpret complex information 

9. Access to transport and ability to work in a variety of locations 

10. Numerically competent and able to advise and support individuals in assessing their financial situation. 

11. Understand and empathise with the aims and principles of the CAB service and its various policies. 

12. Adhere to the organisation’s CORE values 

13. Ability to use IT in the provision of advice 

14. Be a DRO Intermediary. 

15. Previous experience of delivering advice under the Citizens Advice quality framework (Generalist Adviser). 

Application Guidance Notes

Your C.V. plays a key part in our recruitment and selection process. We use the information you provide about your skills, experience, career and education history to decide whether or not to invite you for an interview. It is important that you provide a full and accurate covering letter as fully and accurately as possible, ensuring that you give specific examples which demonstrate how you meet the essential and desirable criteria for the role for which you are applying.




Please let us know if you require any adjustments to be made to the application process or would like to provide any information you wish us to take into account when we are considering your application. If you are selected for interview, we will ask you to let us know if you have any access needs or may require reasonable adjustments to the interview or assessment (if applicable) at that stage. Please be assured that we will be supportive in discussing reasonable adjustments with you at any stage of the recruitment and selection process.


Entitlement to work in the UK


A job offer will be subject to confirmation that you are permitted to work in the UK in accordance with the provisions of the Asylum and Immigration Act 1996. You will be asked to provide evidence of your entitlement to work in the UK if you are successful and an offer of employment is made.


Please note that Citizens Advice Mid Mercia does not hold a sponsor licence and, therefore, cannot issue certificates of sponsorship under the points-based system.


Shortlisting outcomes


Shortlisted applicants will be invited for an interview. Some positions may require additional assessments (practical task/test or assessment centre). If this is the case, further details will be provided if you are shortlisted.




All job offers are subject to the receipt of two satisfactory references: One should be from your current or most recent employer or line manager (if you are employed through an agency), or your course tutor if you have just left full time education. The other should be someone who knows you in a work related, voluntary or academic capacity. Both referees should be able to comment on your suitability for the role.


References will only be taken up for successful candidates following interview.


Criminal convictions


Anyone who applies to work within Citizens Advice Mid Mercia will be asked to disclose details of unspent convictions during the recruitment process.


Having a criminal record will not necessarily bar you from working for Citizens Advice Mid Mercia – much will depend on the type of job you have applied for and the background and circumstances of your offence. However, we are not able to employ anyone with a conviction for fraud or a sexual offence against a child or vulnerable adult, regardless of when the offence took place. All other convictions will be considered on an individual basis.


Applications will be reviewed on a rolling basis so please apply as soon as possible. 



Posted on: 09 September 2019
Closed date: 09 October 2019
Tags: Finance, Social Care/Development