Money advice worker jobs in Liverpool
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Various locations across the Liverpool area.
Some flexible hybrid working - 4 days office based, 1 day work from home.
1 Permanent and 1 Fixed term until 30th June 2027
Hours: 35 Hours per week
About the Role
Role Purpose:
Do you enjoy helping people? Are you a compassionate and people focused person?
Do you want to make a real difference to the lives of people who are in problem debt and help them find a way forward?
The Debt Advice Caseworker will provide an in-person high-quality debt advice and casework service to the organisation’s clients.
The Debt Advice Caseworker will provide mentoring and support to their co-workers, which will help develop their skills and expertise in debt and money management service, ensuring they deliver our clients with the best possible service.
A demanding role, whereby the Debt Advice Caseworker will have the ability to understand and deal with complex information.
They will work collaboratively with their team, management and external organisations.
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.
Requirements
To be appointed as a Debt Advice Caseworker, you will need to have:
1. Knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options and insolvency solutions.
OR
To be appointed as a Trainee Money Advice Caseworker, you will need to have knowledge of advice areas and money advice issues and have experience of giving advice. We’re not looking for the finished article, if you have the right attitude then we can help to develop your skills.
2. Experience of achieving performance and quality targets/KPIs.
3. Ability and willingness to undertake training and development to comply with Money and Pensions Service and Citizens Advice quality standards.
4. Effective oral/written communication skills and be numerate to the level required by the tasks.
5. Ability to prioritise own work, meet deadlines, manage workload and targets in a pressured environment.
6. An ordered approach to casework and an ability and willingness to follow and develop agreed procedures.
7. IT literacy with an ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials.
8. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.
9. Ability and willingness to work as part of a team.
10. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equalities and diversity policy
11. Ability to work across different sites within Liverpool.
12. Institute of Money Advisers Certificate in Money Advice Practice or MaPS Caseworker accreditation equivalent.
Equality and Diversity:
All staff members are expected to demonstrate a commitment to equality and diversity. We recognise and celebrate the positive value of diversity, promote equality and challenge discrimination.
Responsibilities:
1. Provide a casework service covering the full range of debt and money management advice, including debt relief orders, bankruptcy, and debt management plans.
2. Deliver our service by a range of methods required, including telephone/digital channels, drop-in sessions, appointments, outreach work, and home visits.
3. Act for clients where necessary; this includes drafting letters, budgets, financial statements, and negotiating with third parties.
4. Ensure income maximisation through the take up of appropriate welfare benefits.
5. Prepare and present cases to statutory bodies, tribunals, and courts when required.
6. Assist clients with issues, where they may be an integral part of a case, and refer them to the appropriate agencies and advisers.
7. Maintain standards of service delivery and ensure that casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the Money and Pensions Service Advice Quality Framework.
8. Comply with systems for monitoring and reporting purposes.
9. Work collaboratively with colleagues to ensure that the service area meets key performance indicators and targets.
10. Assist in the smooth running of the organisation and provide emergency cover for other parts of the service when necessary.
11. Analyse and interpret complex information, communicating this effectively in writing with particular emphasis on negotiation and representation.
Research and Campaigns
1. Keep up to date with current research trends and campaign issues.
2. Participate in research and campaigns activity by providing information on client’s circumstances and acting on behalf of the client.
Essential Criteria
1. An understanding of and commitment to the aims, principles and policies of the Citizens Advice service including a strong commitment to equality and diversity.
2. An understanding of the problems and issues associated with unmanageable debt and their implications for clients and advice service provision.
3. Recent experience of providing advice to the Advice Quality Standard and/or the willingness and ability to complete full debt advice training.
4. A good understanding of the skills and techniques used in interviewing clients through a range of channels including telephone, digital and face-to-face.
5. The ability to understand the needs of others and to empower clients to take action for themselves.
6. The ability to monitor and maintain own standards, prioritise work and meet deadlines and targets.
7. The ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.
8. The ability to work as part of a team and to respond positively to change.
How to Apply
For more information and to apply, please click on the Redirect button.
About us
Citizens Advice Liverpool is a charity that provides free, confidential and impartial advice to people who live and work in the city. We depend on a workforce of paid staff and over 120 trained volunteers. We give people the knowledge and the confidence they need to find their way forward – whoever they are, and whatever their problem. We are the leading provider of advice and advocacy services in Liverpool and have helped clients with over 106,000 issues in 2022/2023.
CAL have achieved accreditation with the Workplace Wellbeing Charter, showing we are committed to improving the health and wellbeing of our workforce. We've also gained an award for outstanding contribution by an employer to workplace health and wellbeing 2022 by Merseycare NHS Foundation Trust.
We've gained awards from Citizens Advice National recognising our Advising Margainalised Communities Team for championing equity, diversity and inclusion in both 2021 and 2021. We were also named volunteer team of the year in 2022.
Thank you!
Head of Governance, Compliance, and Risk
Permanent, Full Time, Hybrid working (2 days per week in the office)
Location: The role can be based in our Cardiff, London, or Warrington office
Salary: £76,432 per annum for Cardiff, and Warrington. £81,314 per annum for London (including London allowance)
About us
Christian Aid exists to create a world where everyone can live a full life, free from poverty. We are a global movement of people, churches and local organisations who passionately champion dignity, equality and justice worldwide. We are the changemakers, the peacemakers, the mighty of heart.
We’re committed to building a diverse and inclusive workplace, and recognise the value this brings in forming strong, creative and high performing teams. We welcome applications from all sections of the community, and from those with experience from outside of the voluntary sector. And no, you don’t have to be Christian to work here – we encourage people of all faiths and none to apply. We just ask that everyone lives out our values of dignity, equality, justice and love. We value a good work-life balance, so we’re open to part-time and flexible working. We also offer hybrid working for our office-based colleagues.
About the role
Reporting in to the Director of Finance and Corporate Governance, the Head of Governance, Compliance, and Risk will ensure robust governance, compliance, and risk management across Christian Aid and its subsidiaries which enables effective decision making.
The post-holder will be the the trusted advisor and subject matter expert in corporate governance on behalf of the Board, overseeing legal and regulatory compliance, develops and implementing a comprehensive risk management framework, and leading an internal audit programme that fosters organisational learning. The role will enhance and protect Christian Aid’s reputation and financial integrity while embedding best practices in governance and compliance.
Some of the main areas of responsibility for the Head of Governance, Compliance, and Risk include:
- Support effective trustee succession planning, effective Board meetings, and support for the Governance and Nominations Committee to ensure effective Board Governance.
- Provide expert advice on legal structures for subsidiaries, including Christian Aid Ireland.
- Provide high quality briefings with suggested solutions having sought professional advice where more specialist knowledge is required
- Establish and implement a comprehensive risk management framework including registers and appetite statements to guide directorate-level risk management.
- Develop a compliance culture covering data protection, money laundering, counter-terrorism, sanctions management, fraud prevention, and misuse of funds.
- Complete all regulatory filings (Charity Commission, OSCR, Companies House, ICO) within deadlines to avoid penalties.
- Implement an agreed internal audit plan reviewed by the Audit and Risk Committee to ensure assurance over key controls.
- Evaluate key contracts to ensure compliance and provide legal advice using external panels when necessary.
- Lead a team empowering others to drive progress and foster a culture of collaboration and continuous learning.
- Define team's responsibilities and drive the team to promote the exchange of ideas and knowledge to maximise impact and achieve outstanding results.
About you
Who we are looking for:
Essential:
- Professional qualification in law, accountancy, Certified Internal Auditor (CIA), or corporate governance (ICSA).
- Extensive experience (5+ years) in UK Charity and corporate governance, compliance, and risk management within complex organisations.
- Demonstrable expertise in managing legislative changes and interpreting regulations.
- Advanced understanding of legal frameworks (e.g. data protection laws), regulatory requirements, risk management principles, and internal audit processes.
- Exceptional analytical skills for interpreting legislation; ability to communicate technical information effectively to non-specialist audiences; negotiation skills for resolving disputes.
Desirable:
- Experience acting as legal counsel
- Informed on legal, regulatory and sector developments
- Experience of working in global contexts
- Written and verbal communication skills
- Experience of working within changing political regimes and understanding the implications for sanctions and other compliance elements
- Data protection experience
Further information
At Christian Aid we strive to be an inclusive and diverse employer and recognise the value that this brings in helping to build strong, creative and high performing teams.
We are actively encouraging racialised minorities, LGBTQ+, people with disabilities, returning parents or carers who are re-entering work after a career break, people with caring responsibilities, people from low socioeconomic backgrounds, women, and older workers to apply. This is because these groups are under-represented within our teams, especially at senior level, and we recognise and value the contributions members of these groups make to strong, creative and high performing teams.
We have a strong Christian ethos and we encourage applications from all faiths. Applicants will be expected to demonstrate an understanding of and sympathy with Christian Aid’s faith identity.
All successful candidates will require a DBS/police check appropriate to the role and location and a Counter Terrorism Sanction check as part of your clearance for commencing your role with us. We also participate in the Inter Agency Misconduct Disclosure Scheme. In line with this Scheme, we will request information as part of the referencing process from job applicants’ previous employers about any findings of sexual exploitation, sexual abuse and/or sexual harassment during employment, or incidents under investigation when the applicant left employment. By submitting an application, the job applicant confirms their understanding of these recruitment procedures.
This role requires applicants to have the right to live and work in the country where this position is based and undertake the role that you have been offered. If you are successful and we make you an offer for the role, we will be required to conduct a right to work check on your immigration status in the UK. We will contact you regarding the documentation you will need to provide to evidence this.
The client requests no contact from agencies or media sales.
Thank you!
Bowel Cancer UK is the UK’s leading bowel cancer charity. We’re determined to save lives and improve the quality of life of everyone affected by bowel cancer. We support and fund targeted research, provide expert information and support to patients and their families, educate the public and professionals about the disease and campaign for early diagnosis and access to best treatment and care.
We currently have employees working across four nations in England, Wales, Scotland and Northern Ireland. Thanks to the generosity of our community, we’re in a privileged position to be able to deliver our ambitious new strategy, On a Mission. There are huge challenges facing bowel cancer patients across the UK and our community needs us now more than ever. We’re building a strong and united team to bring us closer to a world where nobody dies of bowel cancer.
Job Summary
This role forms a key part of a new Strategy & Insight Team at Bowel Cancer UK, which seeks to build core capabilities to enable us to be as effective as we can be for people affected by bowel cancer. The Audience Insight Specialist will be an internal leader, building our capability to understand our core audiences and the people we need to reach to achieve our strategic goals. You will support a cultural shift in how the charity takes an audience-led approach to planning, decision-making, and communications, as our CRM, data infrastructure, and Strategy & Insight functions continue to develop. Making best use of internal and external sources, you will distil data into meaningful insight, tailored to different audiences. You will support a consistent approach to audiences across the organisation, while flexing to meet the needs of different teams, ensuring that any understanding of audience is rooted in evidence.
Safeguarding
Safeguarding is everyone's responsibility and at Bowel Cancer UK we are committed to safeguarding children, young people and vulnerable adults and we expect all staff and volunteers to share this commitment.
Successful candidates may be subject to either a satisfactory basic, standard or enhanced DBS check from the Disclosure and Barring Service (DBS) dependent upon the role.
Registered Charity
51 - 100
We’re the UK’s leading bowel cancer charity. We’re determined to save lives and improve the quality of life of everyone affected by bowel cancer.
The client requests no contact from agencies or media sales.