Money advice 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)

This is an exciting opportunity to steer Asylum Aid at an important time in its 30-year existence. As Executive Director you will be responsible for delivering on our strategy for impact. You will oversee our work to increase access to expert, trauma-informed legal representation to those in the asylum, trafficking and statelessness systems and lead our policy and strategic legal work to achieve systemic change that contributes towards our vision.

You will line manage the Director of Legal Casework to oversee the provision of supportive and enabling leadership to Asylum Aid caseworkers so that they can continue to deliver high quality expert advice in complex cases, while being supported in their professional development and wellbeing. You will also manage and develop the work of our welfare advice team within the Westminster Advice Services Partnership and beyond, and work collaboratively with colleagues in the sector to build capacity and increase our impact. 

The ideal candidate, who may be legally qualified, will have experience of leadership in the charity/NGO sector and a sound understanding of the asylum, human rights and trafficking processes in the UK and the legal frameworks which govern the protection of refugees, survivors of trafficking and stateless people, and of the role of law in achieving system change.

We are looking for someone who is strategically minded and passionate about providing supportive and inclusive leadership to our expert team. You will be committed to our objectives and to the role which expert legal representation plays in enabling people in need of protection in the UK to obtain it.

As is the nature of this sector, the role may be exposed to a high volume of traumatic and distressing material and, whilst they will be supported by the Helen Bamber Foundation Group CEO and surrounding team, the candidate should also be able to demonstrate knowledge of good self-care principles in an intense work environment and dissemination of those principles to junior members of the team.

How to apply 

The first stage is to complete on our online application form on our website by 10am on Monday 26th January 2026.

The website form will ask you to:

1.Upload a short covering letter. Please tell us why the position appeals to you, and how your relevant skills and experience, including any voluntary experience and lived experience, matches the listed responsibilities and person specification. Please also state in your covering letter when you would be available to start the role.

2.Upload your current CV

3.Complete an online Equal Opportunities monitoring form – completion of this form will help us ensure that our recruitment procedures operate in such a way as to provide genuine equality of opportunity. The questions are entirely optional, and this information will not be available to members of the selection panel.

For an informal conversation about the post before applying, please contact Alison Pickup, the current Executive Director.

Selection Process

We will invite candidates to an initial online interview on Tuesday 10th or Wednesday 11th February, followed by shortlisted candidates attending in-person interviews at our office in Old Street on Tuesday 24th or Wednesday 25th February.

We offer a guaranteed initial interview for refugees, stateless people and others with lived experience of forced migration, provided that they provide some evidence of relevant experience or skills in relation to the essential criteria.

We regret that we can only respond to applicants who make it to the interview stage.

Eligibility

Please note that the successful candidate must have the right to work in the UK (as a small charity we do not have the capacity to sponsor work visas).

Successful candidates will also be subject to a basic DBS check. If appointed, you will also be required to give your consent to the charity to receive regular updates on your criminal records status throughout your employment and to disclose any relevant convictions incurred during your time with us.

Adjustments

We are committed to providing reasonable adjustments throughout our recruitment process and we’ll always endeavour to be as accommodating as possible. If you require a different format of the application form, such as large print or Word format, or if you would like to discuss any specific requirements, please get in touch with us.

EQUITY, DIVERSITY AND INCLUSION

Our commitment to principles of equity, diversity and inclusion is an integral part of our approach to our clients, our volunteers and our staff, and we are an equal opportunities and Living Wage employer.

We are committed to attracting and recruiting diverse candidates because we are keen to make sure that our staff, trustees, volunteers and ambassadors reflect the communities we serve and the wider community we work in.

We genuinely welcome and encourage applications from candidates from a range of backgrounds, especially people of colour, people with disabilities, people from low socio-economic backgrounds, refugees, stateless people and others with lived experience of forced migration or trauma and of the housing and welfare system, who are under-represented in our organisation.

We recognise and value the role of lived experience in meeting the needs of our clients and acknowledge the under-representation of people with lived experience of forced migration and statelessness in the advice sector. We value experience gained overseas as well as in the UK.

We are also proud to be a member of the Experts by Experience Employment Network which aims to increase representation of people with lived experience in the charitable sector.

If you are an expert by experience (a refugee or a migrant with direct, first-hand experience of issues and challenges of the UK asylum or immigration system), you can ask for an independent and confidential support for your job application from the Experts by Experience Employment Network and access other information and resources which may help in preparing your job application.

Please complete the form on their website to request support and they will confirm if they can match you with a mentor to support your application.