Money Advice Caseworker

Background Information

Spitfire Advice & Support Services (Birmingham) Limited is not-for-profit organisation that offers help, information and support to clients from the most excluded communities.  We are currently funded to deliver our services in Castle Vale Ward and all the Sutton Coldfield post codes. Other funding we have enables the delivery of a number of projects that support our client’s including our Money Advice and Financial inclusion programmes.

Our Money Advice Caseworkers’ support clients who are affected by welfare reforms and have complex welfare benefits and debt issues. The appointee will need to have extensive experience of Legal Services Commission casework in the context of the Advice Quality Standard and will have worked in a target driven environment but who will also understand that people will always be our priority.

Essential Qualifications:

a)  Educated to degree or equivalent level or have demonstrable work experience in the delivery of debt and benefit advice.

b)  Hold either an IMA (Institute of Money Advisers) qualification or have recent GGDA (Giving Good Debt Advice) training.

Job Purpose

The key purpose of the role is to deliver a first-class specialist debt and money advice service to clients in need of support. ensuring income maximisation for all clients through the take up of appropriate welfare benefits.

We use a digital case managment system which enables hybrid working to function smoothly.

Case Workers Core Duties (extracte from the full Job Description for the role)

a)    The delivery to AQS standard of the core Money Advice Service. This may be via telephone, MS Teams, email or face to face

b)    The provision of advocacy and court representation at tribunals or other statutory bodies as appropriate.

c)    Taking client instructions; this may include but is not limited to; drafting letters/emails to the client and third parties, preparing financial statements and negotiating with third parties.

d)    Ensuring income maximisation through the take up of appropriate welfare benefits.

e)    Working to targets to ensure that we meet all our contractual obligations.

f)     Managing own caseload, opening and closing cases appropriately and carrying out reviews as required by AQS and the Head of Advice

g)     The support, with other team members/volunteers, of the delivery of the service on an outreach basis if required.

h)    Maintain accurate case and client records using our digital case management system and for purpose of continuity of client casework, information retrieval, statistical monitoring and reporting preparation to AQS standards.

i)     Ensuring that all casework meets AQS standards and complies with Money Advice Team Procedural Manual.

j)     The maintenance of records and other data ensuring that it is up to date and accurate; either paper records (as required by Tribunal cases) or on our digital casework management system.

k)    Ensuring that all confidential information is managed in line with the company’s Confidentiality Policy and GDPR Policy.