Wellbeing worker jobs

Reports to: Croydon Health and Wellbeing Space Manager

Location: Croydon Health and Wellbeing Space (CHWS), Whitgift Centre, North End, Croydon CR0 1LP (additional locations may be identified in the future)

Hours:36 hours per week (full time), Monday to Friday with occasional weekend working required             

We are looking for 2 Advice Workers to join the team at the Croydon Health and Wellbeing Space (CHWS).

Croydon Health & Wellbeing Space (CHWS) is an exciting and dynamic service, run in partnership with Mind in Croydon and Croydon BME Forum and commissioned by South London and Maudsley Mental Health Service (SLaM). The CHWS opened in 2022 with the aim of providing advice, information, and specialist support to Croydon residents with mental health concerns, who drop-in, or have been referred to the via the local Integrated Care Network Plus multi-disciplinary clinical and community mental health support teams.

The Advice Workers will be part of a friendly team, including crisis workers and clinical mental health professionals and function as the first point of access for visitors to the CHWS. Following an initial conversation to ascertain the clients’ needs, the Advice Workers will provide information and advice, as well as signposting and referrals to specialist services, such as the Mental Health Personal Independence Co-ordinators, Social Prescribers and Community Link Workers, in addition to the wider voluntary and statutory services in the borough. The role will be fast paced and vary each day offering a fantastic opportunity for the postholder to develop their knowledge and skills and make a difference to the users of this service.

If you care deeply about helping people, enjoy problem-solving, and want to make a real difference in your community, we would love to hear from you.

The Role

As a Debt Caseworker, you will work directly with clients experiencing debt and financial hardship. You will provide high-quality advice and casework, helping clients understand their options and take positive steps towards resolving their financial difficulties.

You will support clients with compassion and professionalism, breaking down complex information into practical, achievable solutions. This includes assessing financial circumstances, preparing realistic budgets, identifying priority debts, negotiating with creditors, and empowering clients to make informed decisions about their finances.

Who We’re Looking For

We are seeking a qualified Debt Adviser with experience of providing debt advice and casework.

We would love to hear from you it you are:

• Experience of debt, money, welfare benefits, or related advice work.
• Knowledge of debt services, creditor negotiation, and financial capability support.
• An empathetic communicator
• Comfortable with numbers and difficult conversations
• A natural problem‑solver who stays calm under pressure
• Organised, resilient, and adaptable
• A team player who’s open to feedback

Debt advice qualifications are helpful but not essential — we’ll support your development every step of the way.

DBS Check Required

“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 at 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. 

Are you an experienced debt advice specialist ready to step into a leadership role? Do you want to use your technical expertise to support a team making a real difference in South London?

We are seeking a Money Advice Technical Supervisor to lead our dedicated debt and money advice services in Southwark. In this vital role, you will ensure our community receives the highest quality financial guidance while directly shaping the skills of our frontline advising team.

What you will do:

• Lead Quality Assurance: Conduct file reviews and case audits to maintain compliance with FCA regulations and the Advice Quality Standard (AQS).
• Support the Team: Act as the technical point of escalation, providing daily guidance, coaching, and feedback to advisers and volunteers.
• Manage Complex Cases: Oversee high-level casework, including Debt Relief Orders (DROs), bankruptcy, and severe housing arrears.
• Drive Performance: Monitor team outcomes against local project targets to ensure efficient and impactful service delivery.

What we are looking for:

• A minimum of 2 years of experience delivering specialist money or debt advice.
• Experience supervising, mentoring, or checking the work of other advisers. 
• Ability to manage a challenging caseload, meet targets and prioritise work in the face of competing demands on your time.
• Ability to respond sensitively to clients from a variety of backgrounds who are under pressure and negotiate with third parties in order to minimise conflict.

Closing date: 9.00 am Monday 24 August 2026

Interviews will take place on: Thursday 27 August 2026

For further information and an application pack please go to our website via the apply button.

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.

We are looking for someone who genuinely wants to make a difference, previous money advice experience is not essential - we will provide the training and support required.  If you are a natural problem solver, an excellent communicator, and someone who enjoys helping people overcome personal challenges - this could be the role for you!

The Outreach Money Advice Caseworker will provide specialist money and debt advice to people experiencing financial hardship, with a particular focus on preventing homelessness, sustaining tenancies and supporting residents to achieve long-term financial stability. Working as part of the Exeter Crisis & Resilience Fund partnership, you will manage a caseload of clients experiencing complex financial circumstances, providing FCA-regulated debt advice, welfare benefits advice, budgeting support, advocacy and practical assistance. Recognising that financial hardship rarely exists in isolation, you will work closely with housing providers, landlords, Exeter City Council and partner organisations to address the wider issues affecting people's financial wellbeing.

Using a relationship-based, person-centred approach, you will deliver outreach across Exeter through home visits, community venues and flexible methods of communication, ensuring vulnerable residents can access the support they need.

Main Duties and Responsibilities

1. Specialist Money Advice and Casework

• Deliver person-centred money advice and holistic support to individuals and families experiencing financial hardship, housing insecurity and complex needs.
• Manage a caseload of clients, providing tailored interventions including budgeting, debt advice, income maximisation, welfare benefits advice and financial capability support.
• Provide FCA-regulated debt advice, including Debt Relief Orders and other debt solutions where appropriately trained, or refer clients to specialist services where required.
• Support clients experiencing fuel poverty through tariff advice, supplier negotiation and practical interventions.
• Develop personalised support plans that address both immediate financial difficulties and longer term financial resilience.
• Advocate on behalf of clients with creditors, landlords, utility providers, housing services and statutory agencies to achieve the best possible outcomes.

2. Housing and Homelessness Prevention

• Work proactively with clients to sustain tenancies and reduce the risk of homelessness.
• Liaise with landlords, housing associations, Exeter City Council Housing Options and other housing providers to resolve tenancy-related issues.
• Support clients living in temporary accommodation or experiencing housing insecurity.
• Assist clients to access housing-related benefits, CRF Housing Payments and other financial support.
• identify housing risks early and implement practical interventions to prevent crisis wherever possible.

3. Outreach, Engagement and Financial Resilience

• Deliver outreach across Exeter through home visits, community venues and other trusted locations to engage people who may struggle to access traditional advice services.
• Build trusted, professional relationships with clients, adapting communication and support to meet individual needs.
• Support the delivery of financial education sessions, including Navigate the Money Maze and other financial capability initiatives.
• Help clients develop the knowledge, confidence and practical skills needed to manage their finances independently and reduce future reliance on crisis support.

4. Partnership Working

• Work collaboratively with Navigate, Churches Housing Action Team, Exeter City Council and other partner organisations to deliver a coordinated 'No Wrong Door' service.
• Maintain effective referral pathways and ensure clients receive seamless transitions between crisis intervention and longer-term support.
• Attend partnership meetings, case discussions and multi-agency forums where appropriate.
• Signpost and make warm referrals to specialist services to address wider health, housing, employment and wellbeing needs.

5. Systems, Recording and Compliance

• Maintain accurate, timely and high-quality case records using the partnership's case management system - Advicepro.
• Use digital systems and organisational tools effectively, including secure client portals and AI supported technologies where appropriate.
• Ensure all work complies with FCA requirements, safeguarding procedures, GDPR and organisational policies.
• Maintain appropriate professional boundaries and ensure confidentiality at all times.

6. Monitoring, Quality and Outcomes

• Record outcomes and client progress accurately to support contract monitoring and service evaluation.
• Contribute to client feedback, case studies and continuous improvement activities.
• Work towards agreed performance targets while maintaining high standards of client care and professional practice.

7. Professional Practice

• Deliver services in line with person-centred, relationship-based and trauma-informed principles.
• Participate in supervision, reflective practice, team meetings and ongoing professional development.
• Keep knowledge of money advice, welfare benefits, housing and homelessness legislation up to date.
• Promote equality, diversity and inclusion, ensuring every client is treated with dignity, respect and compassion.

General Duties

• Develop and maintain positive working relationships with partner organisations, referral agencies and community stakeholders, promoting collaborative working across the Wis£rmoney partnership.
• Support service improvement by gathering client feedback and identifying opportunities to improve service delivery.
• Work in accordance with organisational policies, procedures and professional standards at all times.
• Contribute positively to team meetings, partnership working and organisational learning.
• Support managers in responding to enquiries, complaints and compliments in a timely and professional manner.
• Undertake any other duties appropriate to the role and participate fully in training and continuous professional development.