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Trainee Debt Caseworker

Position: Trainee Debt Caseworker

Location: Ollerton

Closing date: 16 October 2019

Role details

Trainee Debt Caseworker

Salary: £18,065 per annum pro-rata (plus 6% pension contribution) - rising to £22,462 on completion of training.

Location: Newark & Sherwood , Nottinghamshire (our two main offices are in Newark and Ollerton).

30 hours per week.

Frequent travel across the District and occasionally County.

Contract: Fixed term

End date of contract: 31 March 2021 (renewal subject to funding)

For an application pack, please email:  or call 01623 861769

Send completed application to Please note we do not accept CV’s.

Closing date for applications: Midnight 16th October 2019

Interview Date: Thursday 24th October 2019

Role purpose: To undertake and complete Debt Caseworker training as directed. Within three months to be actively advising and assisting clients and managing a caseload.

Context of role:

You will be a member of Citizens Advice Sherwood & Newark Money Advice team. As such you will be required to work from any Citizens Advice outlet and outreach venue and report to your line manager who will usually be the Money Advice Team Leader.


To undertake and complete Citizens Advice generalist advice training (unless you hold the Citizens Advice Training Certificate already)

To undertake training to become a qualified Debt Advice Worker

To undertake and complete ongoing Debt Caseworker training as directed.

Within three months to be actively advising and assisting client and managing a caseload of debt clients and meeting agreed client number targets.

The post holder will need to be able and willing to train to become an authorised DRO Intermediary.

Casework and advice support:

Provide casework and other support covering the full range of debt and money advice by: face to face; telephone; and electronic media as appropriate.

Work with, and support, other staff and volunteers in the delivery of Citizens Advice Sherwood & Newark’s money advice services.

Act for the client where necessary, drafting letters, budgets and financial statements and carrying out any calculations as appropriate.

Negotiate with third parties as appropriate.

Ensure income maximisation for clients through the take up of appropriate welfare benefits.

Prepare and present cases to the appropriate statutory bodies, tribunals and courts as appropriate.

Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate

Ensure that all casework conforms to the relevant Citizens Advice Quality Mark Standards.

Maintain electronic and paper case records for the purpose of continuity of casework,

information retrieval, statistical monitoring, and report preparation.

Research and Campaigns:

Assist with research and campaigning work by providing information about clients' circumstances.

Provide statistical information e.g. on the number of clients and nature of cases, and provide regular reports to the management team.

Monitor service provision to ensure that it reaches the widest possible client group.

Alert other staff to local and national issues

Professional development:

Keep up to date with legislation, case law, policies and procedures relating to Debt and Money Advice and other service related work and undertake appropriate training.

Read relevant publications.

Prepare for and attend supervision sessions/team meetings/management team meetings/external meetings as agreed with the Line Manager.

Assist with initiatives for the improvement of services.


Review and make recommendations for improvements to our services.

Assist with the maintenance of Office information systems.

Use IT for statistical recording, record keeping and document production and provide regular reports of the work undertaken or needed.

Maintain close liaison with relevant external agencies.

Public relations:

Assist with the delivery of Citizens Advice Sherwood & Newark Publicity strategy.

Assist with the development of initiatives to promote good money management skills and avoidance of debt.

Liaise with statutory and non-statutory organisations and represent the Service on outside bodies as appropriate.

Other duties and responsibilities:

Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the whole service.

Demonstrate commitment to the aims and principles of the Citizens Advice service.

Abide by safety, health and environment guidelines and share responsibility for own safety and that of colleagues.

Every local Citizens Advice is a registered charity. Different application procedures are adopted by individual local Citizens Advice. Contact the relevant one as outlined in the information about this role. You should not send an application form to national Citizens Advice.

All local Citizens Advice produce their own annual report, but you can find out more about the Citizens Advice network or download the latest national Citizens Advice annual report.