Money Advice Caseworker

3 weeks ago


Richmond, United Kingdom North Yorkshire Citizens Advice & Law Centre Full time

Location: office based or hybrid/remote for trained caseworkers

Hours: 37 per week (full time)
Responsible to: Project Manager
Applications closing date: 2 January 2025 (9.00am)
Reserved interview dates: 8-9 January 2025

Are you an experienced money advice caseworker, or do you aspire to be one through accredited training? Are you passionate about helping others take control of their finances? 

We’re looking for a proactive and compassionate individual to join our team as a Money Advice Caseworker or as a Trainee Money Advice Caseworker. In this vital role, you’ll deliver comprehensive debt advice through casework, phone and email and liaise with third parties on behalf of clients. A key focus will be helping clients maximise their income through the uptake of eligible benefits.

Our ideal candidate is an effective communicator with strong negotiation skills and the ability to handle a varied caseload under pressure while meeting targets. You’ll need a solid understanding of interviewing techniques and the ability to maintain accurate and detailed case records.

If you’re ready to make a meaningful impact in your community by delivering holistic, client-focused advice, this opportunity is perfect for you. 

You’ll have the option to work from one of our North Yorkshire offices: Northallerton, Richmond, Malton, Scarborough, Selby, Harrogate or Skipton. Hybrid/remote working options are available for trained caseworkers.


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