6 Money advice caseworker jobs

“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.

Citizens Advice Southwark provides outreach advice service in hospitals across South East London as well as from our main offices in Peckham and Walworth. We are seeking to recruit a welfare benefits caseworker to undertake casework assisting clients to access their entitlements to welfare benefits and other sources of financial help.

To be successful you will need:

• At least one year’s full time (or part time equivalent) paid or unpaid recent experience of advice work. This should include advising and undertaking casework on complex cases in social welfare law.
• Demonstrable in-depth knowledge of welfare benefits including those related to disability and sickness.
• An understanding of and commitment to the Aims and Principles of the Citizens Advice service including Equal Opportunities policies.

Closing date: 9.00am Monday 14 September 2026

Interviews: Friday 18 September 2026

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.

Join Navigate CIO and Make a Real Impact!

Are you passionate about making a difference in people's lives?

Do you have strong communication and problem-solving skills?

Whether you're experienced in money advice or looking for a career change, we provide full training and development opportunities to help you succeed in this role. At Navigate CIO, we are a registered charity dedicated to providing free, impartial, and confidential money and debt advice across Devon and Somerset.

Our work supports individuals and families facing financial hardship, helping them build financial resilience and regain control of their lives. This is more than just a job—it's an opportunity to transform lives and strengthen communities.

This role is funded by the British Gas Energy Trust (BGET), allowing us to provide specialist energy and money advice to those who need it most.

Why Join Us?

• Full training provided – no prior experience in debt advice needed.

• A rewarding role – support vulnerable individuals to improve their financial wellbeing.

• Career development opportunities – ongoing training and professional growth.

• Flexible working environment – work across various locations, including home visits and remote support.

• Supportive team culture – be part of a dedicated and passionate team that values collaboration.

About the Role

We are looking for a compassionate Debt & Energy Adviser to provide money, debt, and benefits advice to individuals who are often in crisis and face multiple barriers to accessing the support they need. The role primarily involves face-to-face home visits, supported by telephone, video, email, and digital advice. You will be at the forefront of delivering essential money and debt advice to clients with high level needs, helping them navigate their financial challenges.

Key Responsibilities:

• Assess and review client needs to ensure appropriate support.
• Identify and address barriers preventing clients from accessing money advice.
• Provide comprehensive, caseworker-level advice on money management, debt solutions, and financial capability.
• Develop individual action plans tailored to client needs, ensuring dignity and respect.
• Maintain accurate case records and documentation. 
• Deliver high-quality money advice services in partnership with key stakeholders.

• Offer tailored support, in clients homes, online and via telephone

What We’re Looking For:

We are looking for individuals with the right skills and attributes, even if you don’t have direct experience in money and debt advice. If you are passionate about helping others and eager to learn, we encourage you to apply!

Essential Skills & Attributes:

• Strong people skills – ability to build rapport and communicate effectively.
• Ability to support vulnerable individuals with multiple and complex needs.
• Empathy and a non-judgmental approach.
• Understanding of confidentiality, GDPR, and safeguarding policies.
• Ability to prioritise tasks and manage workloads effectively.
• IT proficiency (Word, Excel, email, case management systems).
• Ability to work independently and as part of a team.
• Willing and able to travel across Somerset for client appointments.
• A full DBS check will be required.

Desirable Skills & Experience:

• Experience in advice, advocacy, or support work (paid or voluntary).
• Knowledge of welfare benefits, housing, and debt advice.
• Experience in sectors such as mental health, addiction, housing, or social prescribing.
• Willingness to train as a DRO (Debt Relief Order) Intermediary.

Ready to Make a Difference? If you’re looking for a career where you can grow professionally while transforming lives, this is the perfect opportunity for you.

Apply today and start your journey towards empowering individuals and communities through financial resilience! 

Location: Bristol Office, with occasional travel to partner offices and client homes across Bristol, B&NES and North Somerset

Salary: Band D: £29,024 per annum, rising to £31,895 on successful completion of the 5-month probationary period, with annual salary reviews thereafter.

Job Type: Fixed Term (12 months). Full time preferred (37.5 hours/week), minimum 30 hours/week considered.

The role:

We’re looking for someone who would like to join our team of Energy Caseworkers within our Warmer Homes Advice & Money (WHAM) project. You will work as part of a team of caseworkers supporting people living in fuel poverty, working closely with our partner organisations across Bristol, B&NES and North Somerset and drawing on their specialist advice to support householders.

You will be trained to give energy efficiency advice to householders, working mainly from our Bristol office and occasionally from our partners’ offices, undertaking outreach activities and home visits across the area. The role includes providing in-depth casework support, communicating with energy suppliers on behalf of clients, and maintaining accurate records of all interactions.

You will join as a Trainee Energy Caseworker for the first 5 months, becoming an Energy Caseworker on successful completion of probation. This is a fixed-term post for 12 months, with full training provided, including City & Guilds Energy Awareness training, and ongoing support from a casework mentor and supervisor.

Specific responsibilities

An applicant appointed to the role will be expected to:

• Provide energy advice to clients by phone and email.
• Provide information to help clients access appropriate support.
• Engage with households who need help with their energy issues and provide in-depth casework support.
• Travel across Bristol, B&NES and North Somerset to give advice to people in their own homes, coordinate partner activity, and deliver events, talks and presentations.
• Communicate effectively with energy suppliers on behalf of clients, including investigating billing and metering issues, negotiating repayment plans and raising complaints.
• Provide administrative support to the delivery of projects and maintain accurate, detailed records of all client interactions.
• Remain vigilant for safeguarding concerns during client interactions and report promptly to the designated Safeguarding Officer.
• Work alongside and support CSE volunteers.
• Work closely with WHAM partners to offer support to clients.
• Adhere to CSE’s data recording protocols and procedures and maintain appropriate client confidentiality at all times.

To see a more detailed list of responsibilities please see the supporting documents attached. These documents are also available to download from our website.

About you:

Essential attributes for this role include:

• Experience of giving advice.
• Awareness of confidentiality requirements when handling sensitive information.
• Ability to respond to vulnerable clients in a respectful and engaging manner.
• Ability to actively listen and correctly identify the support needs of clients.
• Highly organised, with the ability to maintain admin systems independently and accurately.
• Able to work independently and use own initiative, while also working well as part of a team.
• Experienced in the use of MS Office applications (Word, Excel, Outlook), with knowledge and experience of using databases and Teams.
• Understanding of safeguarding principles and the importance of protecting vulnerable individuals.

Please note, the above is an overview of the skills required for this role. To see the full list of essential and desirable skills please see the attached job description.

Benefits:

CSE offer a range of other benefits including:

• You will be entitled to 25 days' paid holiday (plus statutory holidays)
• Subsidised bike purchase and Tech Scheme
• Life Assurance
• Health Cash plan
• Retail discounts
• Discounted breakdown cover and many more.
• We will pay fees and expenses on relevant training courses.
• We are flexible with the working hours of this role and will discuss this openly if you are invited to interview.

How to apply

To apply, please download and complete the application form available from our website and send it to our Jobs email.

Your application should demonstrate your suitability for the role against the criteria outlined in the person specification and job description. 

The closing date for applications is 5pm on Sunday 6 September 2026.

Interviews are expected to take place Tuesday 15 and Wednesday 16 September 2026, though this is subject to change.

If invited to interview, we will ask you to provide evidence of eligibility to work in the UK.

#LI-DNI

Citizens Advice Milton Keynes is a local charity that helps people to resolve their legal, money and personal problems. We have been providing free, confidential, and impartial advice since 1972 and helped over 8000 local people last year.

As a Specialist Adviser within the Macmillan Money & More SWS Service, you will provide high-quality, confidential information, advice and support to people affected by cancer and their families across a region spanning from Milton Keynes to Cornwall. Working as part of a coordinated team of advisers across multiple Citizens Advice locations, you will take a person-centred approach to understand each client’s individual circumstances and provide tailored guidance on welfare benefits, financial support, debt, energy costs, employment issues and other practical challenges arising from a cancer diagnosis. You will help clients navigate complex systems, access available support, and improve their financial wellbeing during a difficult and often overwhelming time. Through compassionate and holistic advice, you will empower people affected by cancer to make informed decisions, build confidence, and feel supported throughout their cancer journey.

The ideal candidate will provide advice and support in person, via telephone, email and video call to patients undergoing treatment for cancer. Macmillan Project Caseworkers will assist clients with complex welfare benefits and housing enquiries. This requires a good foundation knowledge of each advice area, so competence in these subjects is desirable, but full and ongoing training will be provided to support successful candidates in their professional development.

This is a challenging role, managing a demanding caseload and working with people at every stage of their cancer journey. All our advice work is carried out to the strictest quality standards, and we are committed to ensuring that all our advice work complements the wider services provided by both Citizens Advice and Macmillan Cancer Care.

Applicants need to be:

• Computer-literate, although training on our case recording systems will be given.
• Confident in working to performance targets.
• Able to show good communications skills, both written and verbal. These are essential in the role, as are excellent customer service skills with a non-judgemental approach.
• Prepared to work independently, sometimes remotely and also from a variety of community-based locations.

A minimum of 12 months’ experience in an advice agency or similar setting is desirable.

The successful Applicant/s will be asked to undergo an Enhanced Disclosure and Barring Service (DBS) check.

Closing date:Sunday 20th September 2026

Join Clergy Support Trust's outstanding External Relations Team as External Engagement Officer (12-month maternity cover) and play a key role in fundraising, events, and digital comms. Use your creativity and organisational skills to support historic events, engage supporters, and make a real impact for clergy families.

About the Role
The External Engagement Officer provides vital administrative and operational support across fundraising, events, and communications. This is ideal for someone in their second role, looking to develop a broad range of skills in a supportive environment. Working in a small and dynamic team, the External Engagement Officer supports and leads on projects, with a focus on communications, fundraising, events, marketing, and press. 

About the candidate:

• Highly organised and technologically adept (especially with CRM systems like Salesforce)
• Motivated, with at least 1 year of experience in communications, fundraising, or event management
• Confident, resilient, and able to coordinate complex event logistics
• Strong written and verbal communication skills
• Team-oriented, adaptable, and committed to the wellbeing of the clergy community

Key Responsibilities

1. Fundraising and Data Support

• Manage contacts and maintain up-to-date CRM records
• Add weekly bank donations to Salesforce and reconcile monthly income
• Lead on thanking supporters (managing emails/cards)
• Assist with legacy giving administration
• Support prospect research for fundraising
• Liaise with Finance Team on income and gift processing

2. Events – Logistics and Administration

• Manage guest lists, RSVPs, and name badges using CRM
• Act as point of contact for event bookings and assist with seating plans
• Provide on-site support at events (registration, hospitality, donor care)
• Post-event coordination including post-event feedback 

3. Communications and Digital Engagement

• Monitor and manage team inboxes
• Assist with social media management including DMs, replying to comments, and content creation
• Oversee logistics of print advertising (bookings, invoicing, transfer of creative files)

4. General / Team Support

• Maintain inventory of fundraising/event materials
• Proactively update Salesforce with missing information
• Provide general admin support and contribute creative ideas

This is a fantastic opportunity for an individual looking for a broad-scope role to development their skills in comms, engagement, events and fundraising in a high-performing team.