Money Advice Caseworker

Citizens Advice 1066 is seeking a Money Advice Caseworker to join our specialist team. This permanent role is vital for helping people resolve complex debt issues, contributing directly to our charitable mission of relieving poverty and distress.

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The Role: Specialist Debt Resolution

You will be an integral part of the Money Advice Team, working alongside financial inclusion and general advice colleagues. The primary purpose is to provide comprehensive debt advice and casework, ensuring clients achieve sustainable financial resolution.

Key Casework Responsibilities:

• Provide full money advice casework, including calculating, negotiating, drafting correspondence, and making phone calls to act on behalf of the client.

• Negotiate with third parties and creditors as appropriate.

• Ensure income maximisation by checking and assisting with the take-up of appropriate benefits.

• Manage cases according to the Citizens Advice Quality Standard and Financial Conduct Authority (FCA) Guidelines.

• Maintain accurate case records for continuity, statistical monitoring, and reporting purposes.

Training:

Training can be provided to a candidate who demonstrates relevant prior experience or transferable skills.

About CA1066

We provide a range of advice services across East Sussex, helping people through education, health preservation, and the relief of poverty. We value sensible, effective service delivery and a supportive working environment.

Inclusion

We value diversity and welcome applications from all sections of the community. We particularly encourage applications from disabled people, people with physical or mental health conditions, LGBT+ and non-binary people, and people from racial minority communities.