Money advice caseworker jobs

Role purpose

Compass is a service designed to support adults (18 years and over) in H&F and Hounslow. The service provides support with welfare benefits, debt, housing and well-being/peer support groups/workshops.

The role of the Information and Advice Worker will be to provide advice, guidance and customer representation to H&F and Hounslow residents living with mental health problems. Advice issues may include, housing, benefits, council tax, debt, signposting etc.

The successful candidate will deliver support to enquirers and manage a caseload of individuals as agreed with the service manager. In addition to advice casework, the Advice Worker will also be expected to assist onboarding referrals to the service when needed.

The successful candidate will be required to work alongside the Advice Team Leader and volunteers supporting on the project.  

The Advice Worker will be required to work within the Advice Quality Standard framework (AQS), adhere to Mind’s policies and procedures.

Due to the nature of the work, if successful, you will need to have an up-to-date DBS check completed prior to undertaking unsupervised client work.  

Place of work

The Advice Worker will be required to work both from home and the H&F and Hounslow office when necessary, alongside work in the community.

Key Responsibilities

• Deliver support to enquirers and manage a caseload of individuals as agreed with the service manager.
• Deliver monthly wellbeing peer support groups/workshops.
• Provide advice and information relating to all welfare benefits, including assisting clients with form filling and contacting agencies such as the Department for Work & Pensions on their behalf
• Provide housing advice
• Provide general money and debt management advice
• Provide information on employment opportunities and training support for clients.
• Signpost to other relevant services in the boroughs, or further afield.
• Attend training, forums and meetings to ensure knowledge remains relevant and up to date
• Keep up to date about current best practice and legislation within mental health, as well as within the field of Information & Advice more generally.
• Provide updates and feedback to the broader Advice team
• Use our database Views to record details of all client referrals and contacts to ensure client information is kept up to date.
• Use the correct templates, conduct outcomes and satisfaction assessments with clients on closure.
• Record the results of outcome assessments and satisfaction surveys on the Views database.
• Work in line with triage procedures and use the referral process when referring cases to external organisations.
• Meet regularly with the service manager to feed back about the progress of the project and ensure it is relevant to local strategy and national Government priorities
• Follow Hammersmith, Fulham, Ealing, and Hounslow Mind’s organisational policies and guidelines

·       ...Undertake additional duties that may reasonably be required to fulfil the objectives of the post

Training

Training will be provided and, as part of the Hammersmith, Fulham, Ealing, and Hounslow Mind induction the following training will be compulsory:

•  Safeguarding of vulnerable adults
•  Mental Health Awareness
•  Equality and Diversity
•  Health and safety

Person Specification

Knowledge and Experience

• Substantial experience of delivering advice in a similar position, preferably to individuals with mental health needs
• Knowledge and understanding of mental health problems, and mental health services
• Experience of delivering advice, information and customer representation
• Experience of managing complex cases
• Experience of working with multiple agencies
• Experience of delivering desired outcomes in a timely manner
• Up to date knowledge and experience of safeguarding adults
• Understanding of the importance of monitoring and evaluation, and the ability to keep records
  
  

Skills and Abilities

• Relevant and up to date knowledge of welfare benefits, housing and social care.
• Facilitate and deliver peer support groups for longer term improved wellbeing.
• Ability to communicate effectively in person on a one-to-one basis and with groups, as well as over the telephone and in writing
• Excellent listening skills
• Computer literate, with the ability to use MS Office, email systems and databases (inputting information and extracting reports).
• Ability to liaise with a range of people – customers with support needs, carers, and a range of different professionals
• Ability to remain calm in challenging situations and reinforce boundaries
• Ability to support people to manage difficult feelings, and communicate their needs effectively
• Knowledge of best practice for lone working, data protection and safeguarding adults
• Willingness to undertake training related to housing and welfare benefit
• A team player
• Ability to work on your own initiative
• Ability to develop and maintain positive working relationships with service users
• Strong organisation and administrative skills
• The drive to motivate self and others to achieve positive outcomes
• Flexibility in overall approach to work
• Ability to recognise and work within the boundaries of the role, including confidentiality, and the working protocols between agencies
• Strong sense of self, and ability to set and maintain boundaries
• Commitment to promoting the needs of BME communities, and a commitment to the principles of equal opportunities and anti-discriminatory practice
• Ability to plan and prioritise your own workload. 

Desirable

Lived experience of mental health problems, and of using mental health services

“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.

We are looking to recruit an experienced Money Advice Caseworker to supervise our money advice team and assist clients with complex debt problems and income maximisation.

The role includes to:

• Assist in providing and developing a high quality money advice service
• Undertake specialist level money advice casework
• Provide the line management and technical supervision of project staff and volunteers

 To be successful you will need:

• Experience of providing support and supervision to colleagues to aid their development and meet quality standards
• Two years recent experience as a money advice caseworker in a target driven environment
• Hold an accredited qualification in debt advice
• A commitment and understanding of the Service’s aims, principles and equal opportunities policies

Closing date: 9.00am Monday 14 July 2025

Interviews: Thursday 17 July 2025

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.

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 Benefits Adviser

Salary: £29,063 pa

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

Birmingham Settlement has an opportunity to join our Money Advice Team as an experienced Debt & Welfare Benefits Adviser.

As an experienced Debt & Welfare Benefits 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 circumstance.

Based at our Newtown office with outreach work in other areas of the city, you will be adaptable with excellent communication skills, flexibility, and the 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 training to build and continually improve money management and financial capability.

This is a great opportunity to join a progressive charity making a real difference to people’s lives – see our website 

For an informal discussion about the roles call Theresa Gniadkowski

For an application pack visit our website or email recruitment or write to Human Resources, Birmingham Settlement – Sports & Community Centre, 600 Kingstanding Road, Kingstanding, Birmingham, B44 9SH

Closing date for applications: Monday,28/07/2025 at 5pm

Interviews: w/c Monday, 04/08/2025

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

About the Role

Key duties and responsibilities

• Provide court representation for clients, including emergency actions, by attending hearings at Liverpool Civil and Family Court.
• Prepare and present cases ready for court hearings by checking time limits, adherence to pre action protocols by creditors, completing relevant court forms and checking fees/remissions.
• Negotiate with and signpost/refer to third parties as appropriate.
• Assist client with alternative dispute resolution cases e.g. Financial Ombudsman Service.
• Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate.
• Provide advice and assistance to other staff across a range of debt issues.
• Ensure that all work meets the quality standards of the AQS Debt Advice Services, the Citizens Advice quality assurance scheme and the Money and Pensions Service (MaPS) quality framework.
• Meet the individual performance targets and engage positively in discussions with the Line Manager to maintain required levels.
• Provide regular reports and feedback to the Line Manager as required.
• Assist with social policy work by providing information about clients' circumstances through the appropriate channel.
• Work collaboratively with partner agencies, Liverpool Civil and Family Court user groups, local authority and other local statutory and voluntary organisations to increase access to the service and to the range of support and advice needed according to individual circumstances.
• Work as part of the CAL Money Advice Team and contribute to effective service provision.
• Work independently in the Liverpool Civil and Family Court with clients as well as working from home and at different sites within Liverpool according to client appointment need.

General

• Ensure achievement of MaPS accreditation to Court Representation level within 3 months of starting the role, if not already achieved.
• Attend relevant internal and external meetings as agreed with the Line Manager.
• Maintain an up to date working knowledge of all new relevant legislation through reading monthly subscriptions including relevant case law.
• Keep up to date with Citizens Advice aims, policies and procedures and ensure these are followed.
• Ensure that work reflects and supports the Citizens Advice service's equality, diversity, and inclusion strategy.
• Abide by health and safety guidelines and share responsibility for your own health and safety and that of colleagues.
• Identify own learning and development needs and take steps to address these with your Line Manager, including engaging in team meetings and supervision sessions.
• Carry out any other tasks within the scope of the post to ensure the effective delivery and development of the service.

Requirements

1. Knowledge and experience of court representation, complex debt casework, covering priority and non-priority debt advice, options and insolvency solutions.
2. Experience of achieving performance and quality targets/KPIs.
3. Ability and willingness to undertake training and development to comply with MaPS Caseworker accreditation to court representation level, and Citizens Advice quality standards.
4. Effective oral and written communication skills.
5. Numerate to the level required by the tasks.
6. Ability to prioritise own work, meet deadlines, manage workload and targets in a pressured environment.
7. Ordered approach to casework and an ability and willingness to follow and develop agreed procedures.
8. IT literate with an ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials.
9. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.
10. Ability and willingness to work as part of a team.
11. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equalities and diversity policy

Desirable

1. Citizens Advice Generalist Advice learning/certificate.
2. Institute of Money Advisers Certificate in Money Advice Practice or MaPS accreditation to court representation equivalent.

How to Apply

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

About us

The Court Specialist (Housing) Debt Adviser is responsible for providing a quality court representation service for clients facing court proceedings for housing and personal debt, including mortgages, secured and unsecured loans, who are not eligible for housing legal aid.

The project joins a programme funded by the Access to Justice Foundation that aims to sustain and improve access to early social welfare and family legal support and advice, to enable people to resolve these problems as early as possible and avoid the need for court or tribunal proceedings where possible. Where court or tribunal proceedings are needed, the project will provide the support needed to help people navigate the process effectively, including where support to prepare for court and at court is required. The focus of this project will be to provide housing debt court/tribunal support and representation to increase homelessness prevention.

To be successful in this role, you will need to be confident, motivated and willing to try new things, have excellent communication skills with an ability to work under pressure to achieve targets and outcomes with minimum supervision. You will need to have knowledge and experience of complex debt casework, and (county) court money claim, and possession proceedings as well as priority and non-priority debt advice, options and insolvency solutions.

We are looking for a highly motivated individual who has a commitment to supporting empowerment through casework. The successful candidate will have excellent interpersonal and communication skills, including cultural sensitivity and the ability to quickly build positive relationships and safely manage risk. You will work well as part of a small team, often under pressure and hold strong personal commitments to values of empowerment, respect and (striving for) social justice.

With the support of the CSS team, you will have responsibility for the coordination of casework support for all clients, and have an allocated caseload of clients with varying levels of support needs.

You will be supervising and supporting volunteers and the Caseworkers during two casework sessions a week. In addition, you will be working closely with the CSM to develop and transition our Casework service to an allocated caseworker model.

Flexible working hours will be considered around essential service delivery and meeting times.

This is a frontline role; the post holder must be able to work in the office with clients on a one-to-one basis. A flexible and solutions-focused attitude is needed, as the service adapts to clients needs.

Casework Service at ASSIST Sheffield

ASSIST Sheffield offers holistic support to over 50 people at a time that live in Sheffield and South Yorkshire and who have been refused asylum in the UK.  Our casework forms part of the wrap-around support we offer to our clients and is intended to complement our other services such as accommodation and limited financial support and is in line with ASSIST’s vision ‘for all people seeking asylum in Sheffield to live life with dignity and hope for the future’.

ASSIST is always seeking to develop better ways of working with clients, to get the best possible outcomes for their future. At the heart of this is our 3-stage journey of tailored support and guidance for clients throughout their time at ASSIST which has been co-designed by our service users: 

Stabilising - by providing short-term initial accommodation and financial payments, people experience safety and reduced risks around homelessness and poverty;

Planning for the future - through legal referrals, advice, signposting and long-term accommodation, people build resilience and confidence and see improvements in health and wellbeing;

Moving On - through providing support to re-engage with the asylum system and build social networks, people develop their knowledge, understanding and skills and thrive in the local community.

The Casework Coordinator role is key to enabling this transition to occur without compromising on client care.

We are a friendly and supportive team and service; working to do our bit to counter the hostile environment. Our Casework service embodies values of empowerment, respect and (striving for) social justice.

We want clients to be able to access casework support in order to address issues in a timely, supportive, informative and friendly manner.  Our focus is on connecting people to opportunities, knowledge and services so they are able to access these and resolve their issues as independently as possible. If people need support to access their rights and entitlements, we will be alongside them to advocate to the best of our ability, for the best outcome.

We operate casework sessions twice a week and we have direct contact with all ASSIST clients via our monthly Welfare Sessions; in which money, essential provisions and more light-touch casework support (issues that can be progressed within 15 minutes) are available to every client. 

BENEFITS

• Regular formal supervisions, appraisals, weekly support from CSM and Accommodation Manager in Client Care meetings

• Monthly staff team meetings, Wellbeing staff room, and monthly external therapeutic supervision to support your wellbeing as frontline worker

• Involvement in service development meetings

• Access to internal and external training and resources to support you in your role and professional development goals

• Access to a Healthcare Cash Plan and Employee Assistance Programme

• 6% Employer contribution to our workplace pension scheme

• Cycle to Work scheme

Further Information

ASSIST Sheffield is not accredited with the Office of the Immigration Services Commissioner (OISC) and therefore does not provide asylum or immigration advice.

Application Packs are available to download from our website.

Please be aware that we will not accept CVs.

Deadline and Interviews  - ASSIST will be operating a rolling recruitment for this post. Applications will be assessed as they are submitted and interviews offered to candidates who are determined to fulfill the essential criteria for the post.

Please be aware that we may ask candidates to attend a second interview date if the panel believes that more information would be beneficial to reaching a decision.

We strongly encourage applications from people with lived experience of the asylum system or forced migration. ASSIST is committed to equity and inclusion and welcomes applicants from all backgrounds.

An offer of employment is subject to a satisfactory Disclosure and Barring Service (DBS) check.

ASSIST Sheffield is a Charitable Incorporated Organisation, no: 1154862.

Turn2us is a national charity tackling poverty and the structural causes of financial insecurity. We work with co-producers and partners to provide people in financial crisis with the means and agency to get back on their feet, build resilience, move forward with their lives and thrive.

As an equal opportunities employer, we are committed to equity, inclusion and diversity and the value people from different backgrounds bring to a team. If, like us, you believe everyone has the right to have enough to live on, and you are ambitious about eradicating poverty, join us and build your career with a charity dedicated to ensuring dignity and equity for all.

We're now looking for an exceptional Senior PR and Press Officer to help us amplify voices, challenge persistent, negative narratives around the social security system, and shift public attitudes about financial insecurity. Ideally, you’ll already have solid PR and press experience within a charity or comparable organisation’s press office, excellent media contacts, and the strategic mindset to put people’s real lives and complex challenges front and centre in your storytelling.

You’ll be someone who writes clearly and persuasively, handles sensitive topics with genuine care, and who’s excited by the challenge of finding creative ways to engage diverse audiences. Your strong relationships with journalists will help us ensure the voices of people facing financial insecurity are represented accurately, widely, and compassionately in the media.

We offer flexible working patterns, both in terms of hours and remote working. All team members come into our welcoming Farringdon office at least once a week, and you'll be joining a warm, supportive team that believes in each other, celebrates great work, and loves what we do.

Please note that all employees are required to work from the office a minimum of 1 day a week.

Some roles may be required to be in the office more often than others and this will be agreed with the hiring manager upon starting at Turn2us.

Please note that all job offers are subject to 2 – 3 satisfactory references and a disclosure satisfactory to Turn2us from the Disclosure & Barring Service (DBS). 

We’re genuinely excited to hear from you.

Closing date: 20th July, 23:59

Interview date: 11 Aug for first interviews, 18 Aug for second interviews