Money advice debt caseworker jobs

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.

Salary: £25,731 p.a.

Reporting to: Team Leader

Location: On site, Stoke on Trent

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.

Citizens Advice Bury & Bolton (CABB) is a leading provider of legal advice and information, supporting thousands of clients every year. We are a busy, client focused and dynamic service with a track record of delivering high quality advice face to face, over the phone and digitally. 

Our communities are facing unprecedented challenges with rising costs. The rising cost-of-living continues to directly impact individuals and families, with more people than ever in negative budgets and debt. 

Our Money Advice and Consumer Energy Debt teams provide support and empower vulnerable clients to manage their income, maximise income and assess their best strategies and options to address debt issues long-term. 

There’s no ‘average’ case – advice is tailored, and each client is treated equally. As a supervisor, you will play a key role in ensuring that our regulated money and debt advice services are delivered to high quality standards and KPIs are met through file reviews, training, coaching and supporting advisers with complex queries. 

It can sometimes be a challenging role, but you will be fully trained and supported, working as a key part of an approachable and supportive team in a rewarding environment – and working alongside an established team across the organisation. 

This is a fantastic opportunity for an accredited debt supervisor, or a development opportunity for a Money and Pension Service (MaPS) accredited debt adviser/caseworker, with personal and professional development opportunities that include the technical supervision pathway. 

About you:

• MaPS accredited supervisor OR adviser/caseworker
• Experience in working in the Money Advice/Debt sector
• Experience in managing money advice/debt caseloads
• Excellent interpersonal skills to engage with a diverse range of clients,
• Organisational skills with the ability to adapt, prioritise deadlines and competing tasks in a fast-paced environment,
• A genuine passion for continual professional development, 
• Be empathetic, compassionate and resilient, understand how to use trauma informed approaches and be adaptable to client needs 
• Be resilient and adaptable.

Key Tasks within this role include; 

• Provide technical supervision to advisers through; File reviews and Responding to live queries
• Undertake one off advice and casework as required
• Guide and empower advisers – coaching through live queries, complex cases and feedback of file reviews
• Ensure services are provided during advertised opening times and within agreed time commitments
• Work closely with the Training & Development Lead to ensure all adviser training plans are progressing and create/deliver technical debt training sessions
• Monitor targets and performance, analysing areas for improvement and working closely with supervisors and advice delivery managers to resolve
• Work collaboratively across the organisation to ensure client linked issues are dealt with appropriately and up to date information on service delivery is disseminated to advisers
• Maintain own clear case records for the purpose of continuity of casework, information retrieval, and statistical monitoring and report preparation (using national case management system, Casebook)