Money Advice Caseworker (Contract)

Citizens Advice Torridge, North, Mid & West Devon
Barnstaple, Devon
£23,000 per annum
14 May 2019
07 Jun 2019
Contract Type
Full Time

Money Advice Caseworker (Contract) 
Barnstaple, Devon 

About Us 

Citizens Advice Torridge, North, Mid & West Devon is a Devon-based advisory service that helps members of the public to understand, face, and deal with problems they may be experiencing. 

Every year thousands of people come to us for advice and help with all manner of problems, from managing debt and household bills, to welfare and benefits. Our unique position within the Devon community provides us with insight and an understanding of local needs like no other organisation. 

We’re part of the Citizens Advice service, a network that spans the entire country and means we can share knowledge and best practice from the Lizard to the Lake District. 

Last year, we helped 24,000 people across North, Mid and West Devon. We are now looking for a Money Advice Caseworker to join our Barnstaple office on a contract until March 2020 and help us continue to provide incredible services. 

Your Rewards 

- Salary of £23,000 per annum 
- Employer’s pension contribution 
- Generous annual leave 

This is the ideal role for a proven finance or money-related advisor to join our incredible organisation and support people who need help with one of the hardest topics to manage: finance. 

As a charity, we offer a free-to-use service which is staffed by dedicated, passionate people who are eager to give back to their communities. So, if you feel you could fit in with a talented, busy group of people and are looking to take on a support role where you can provide vital help to members of the public, we want to hear from you. 

Your Role 

As a Money Advice Caseworker, you will be tasked with providing accurate and helpful money or debt advice to members of the public requiring support with their finances. 

Specifically, you will assess needs and provide either one-off money or debt advice or a casework service through a mixture of channels and in collaboration with partner agencies. You will provide assistance in areas such as bankruptcy, Debt Relief Orders, challenging liability, court processes, financial capability and representation at court. 

Your role will also involve: 

- Providing service users with the ability to make informed decisions about their finances 
- Offering service users detailed casework encompassing the full range of money advice 
- Negotiating with third parties 
- Acting for, or advising service users with other issues that are integral to their case 
- Producing and validating accurate financial statements 
- Maintaining case records 

About You 

To be considered as a Money Advice Caseworker, you will need: 

- Experience of providing finance and/or money-related advice in a similar or a customer facing role 
- A good understanding and/or experience of the processes in dealing with legal advice giving 
- Knowledge of the different types of debt and the options available to people 
- An understanding of court processes required to represent clients with money advice issues at court 

Experience of working with people with mental health issues, or people with disabilities would be beneficial to your application. Generalist advice work experience would also be advantageous, as would a money advice qualification such as CMAP (or the willingness to undertake any necessary training to achieve it). 

The ability to act as an authorised DRO Intermediary or the willingness to undertake any necessary training to achieve DROI status would be equally desirable. 

Other organisations may call this role Money Advisor, Financial Advisor, Financial Services Advisor, Finance Caseworker, Debt Advisor, Debt Caseworker, Financial Services Caseworker, or Debt Advisory Caseworker. 

The closing date for this role is the 7th June 2019. 

Webrecruit and Citizens Advice Torridge, North, Mid & West Devon are equal opportunities employers, value diversity and are strongly committed to providing equal employment opportunities for all employees and all applicants for employment. Equal opportunities are the only acceptable way to conduct business and we believe that the more inclusive our environments are, the better our work will be. 

So, if you are ready for an amazing challenge as a Money Advice Caseworker, please apply via the button shown. This vacancy is being advertised by Webrecruit. The services advertised by Webrecruit are those of an Employment Agency.