Money advice debt caseworker jobs
DEBT ADVICE CASEWORKER
OASIS HUB WATERLOO
PART TIME: 24-32 hours per week
FIXED-TERM CONTRACT: 12 months
SALARY: £18,787 for 0.6 FTE and £25,049 for 0.8FTE
We have an exciting opportunity for a Debt Advice Caseworker to join our team at Oasis Waterloo. In the heart of the Waterloo community we run a busy and vibrant community space, open to all. A vital part of this work is our advice services – providing free and accessible debt, benefits, housing and immigration advice to local people. This work has grown over the last few years and we are now looking for an experienced and innovative advice worker, to provide debt advice within the service.
What’s in it for you?
· A chance to work with a great team of passionate and holistically minded advisors and community workers.
· The opportunity to make a real difference, materially improving the lives of community members, as well as developing the service.
· The chance to get involved in the wider life of Oasis Hub Waterloo, including community events and staff gatherings.
You will receive the support of a fantastic team of professionals in the community. As part of the package, Oasis offers:
• A pension scheme, currently offering 7% employer contribution
• A generous holiday allowance
• Flexible working where possible, with family friendly policies
In this role, you would be working with local community members, to improve their circumstances through the provision of high-quality advice. This role is based in our community space at the Oasis Centre and will include supporting with community drop-ins and walk-ins, as well as 1-2-1 appointments, and behind-the-scenes casework
The successful post holder must have:
• Experience providing face-to-face advice
• A willingness to work with people who have multiple and complex needs
• A recognised advice qualification or equivalent experience
• Attention to detail and up-to-date knowledge of advice practice and policy
If you are interested in being part of this fantastic project and want to know more, please visit the Oasis Charity Jobs website. We actively encourage applications from people of all ethnic backgrounds and minority and underrepresented groups.
To apply, email your CV including a Supporting Statement. Your Supporting Statement should be no more than two A4 pages and must address the following questions:
1. In what ways does your professional background and personal experience qualify you for this role? Please refer to the Job Description and Person Specification and give examples.
2. This role is mainly direct delivery of support to local people, who often have complex needs. Please share examples of your experience working with a diverse range of backgrounds in a support role.
Completed applications should be returned by 9am Friday 28th November 2025
Interviews will take place on Thursday 4th December 2025
The successful candidate will need to be provide proof of the right to work in the UK. We actively encourage applications from people of all ethnic backgrounds and minority and underrepresented groups.
Oasis is committed to making a difference to the lives of the communities it works in, and as such you must show a willingness to demonstrate commitment to the values and behaviours which flow from the Oasis ethos. We are committed to safeguarding and promoting the welfare of children and young people. We expect all staff to share this commitment and to undergo appropriate checks, including enhanced DBS checks.
Oasis supports Equal Opportunities. Registered Charity No. 1163889
The client requests no contact from agencies or media sales.
Thank you!
Location: Based at the CA1066 office in St Leonards-on-Sea, with regular working from other local Citizens Advice offices across the county.
Training: Training can be provided to a candidate who demonstrates relevant prior experience or transferable skills.
Citizens Advice 1066 is seeking a Money Advice Caseworker to join our specialist team. This permanent role is vital for helping people resolve complex debt issues, contributing directly to our charitable mission of relieving poverty and distress.
Key Casework Responsibilities:
- Provide full money advice casework, including calculating, negotiating, drafting correspondence, and making phone calls to act on behalf of the client.
- Negotiate with third parties and creditors as appropriate.
- Ensure income maximisation by checking and assisting with the take-up of appropriate benefits.
- Manage cases according to the Citizens Advice Quality Standard and Financial Conduct Authority (FCA) Guidelines.
- Maintain accurate case records for continuity, statistical monitoring, and reporting purposes.
About CA1066
We provide a range of advice services across East Sussex, helping people through education, health preservation, and the relief of poverty. We value sensible, effective service delivery and a supportive working environment.
Inclusion: We value diversity and welcome applications from all sections of the community. We particularly encourage applications from disabled people, people with physical or mental health conditions, LGBT+ and non-binary people, and people from racial minority communities.
Thank you!
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
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.
Registered Charity
21 - 50
To relieve poverty, empower individuals, improve financial resilience, and break down barriers for the people who reach out to us.
The client requests no contact from agencies or media sales.