Debt & Money Advice Caseworker
Salary £ 24,000 - £29,000 (Band C)
Camborne, Truro, or Liskeard
Vacancy listed 05/03/2025
Application deadline 17/03/2025
Details
Citizens Advice Cornwall are looking for a new Caseworker to join our Debt Advice team. As part of this team, you will provide specialist advice and casework to a range of clients across our debt projects. This role will include engaging with clients who are potentially vulnerable and sometimes working alongside externally provided Support Workers.

If you are new to debt advice, or have limited experience in this area, then we will consider a ‘Trainee’ role, for the right candidate.

You will be a highly motivated strong team player with excellent interpersonal and organisational skills and used to working in a busy environment. You will have the ability to understand written and oral information of some complexity; have good numeracy skills sufficient to compile accurate financial statements and calculate benefits; and, have effective oral and written communication skills for the purposes of negotiations and reporting. You will have experience of giving debt advice across multi-channels including face to face, telephone and email.

Person specification


Essential Criteria 

  • Evidence of recent debt advice provision and demonstration of up-to-date CPD and training. If being considered for a trainee role, please demonstrate the ability to commit and enthusiastically undertake training as a Debt and Money Advice Adviser.
  • Proven ability to demonstrate a high level of commitment to training, identify own training needs and participate in continued personal development opportunities.
  • Ability to prioritise tasks and work to deadlines and project targets using own initiative.
  • Proven ability to communicate effectively, both orally and in writing with a range of people and organisations.
  • Good numeracy skills with the ability to carry out efficient calculations and prepare budgets for clients.
  • Proven ability to work effectively and collaboratively as part of a team and work without close supervision and demonstrate a willingness to follow agreed procedures.
  • Proven ability to work in a sensitive, enabling and non-judgemental way with people from a wide range of backgrounds.
  • Ability to maintain confidentiality and appropriate professional boundaries
  • Understanding of and commitment to the aims and principles of the Citizens Advice service.
  • Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.
  • Ability to use IT packages including Microsoft Word (Word, Excel, Powerpoint) or similar, planning or database packages and the ability to use email and maintain an electronic diary. Experience with Citizens Advice systems (Casebook, Advisernet, Adviceline) is useful but not essential.
  • Ability and willingness to travel to different locations across Cornwall.

Desirable Criteria
 
  • Experience of working with vulnerable groups.
  • An appreciation of the local community and social challenges in the area and their implications for clients and service provision.
  • An ability to help build a collaborative ‘one-team’ culture whereby staff and volunteers, as far as possible, contribute their skills, experience and time flexibly across our service to meet the needs of our clients and colleagues. Therefore, a flexible approach to working and planning would be desirable.
 

In accordance with our local policy the successful candidate will be screened by the DBS. However, a criminal record will not necessarily be a bar to your being able to take up the job.

Benefits

We offer:
-Hours per week (30 hours with the potential for further hours going forward):
- Salary: FTE £24,000 - £29,000 (Band C) per annum (dependent on experience and qualifications), pro rata for part-time work
- Permanent
- Your work base will be at one of our offices with requirements to travel to meetings or other offices/locations. Some of the work can be home based
- An opportunity to work for a well-respected local charity
- Being part of a team focused on client needs
- Access to mental health and wellbeing support
- 25 days Annual Leave, plus 8 Bank Holidays (pro rata for part-time working)
- Additional time-off over the organisation’s Christmas Closure period (determined each year by the Trustee Board)
- Opportunity to accumulate additional holiday for length of service

Attached documents
Title File
Application form Application_Form.docx
Application form guidance Application_Form_Guidance.pdf
Job pack Recruitment_Pack_-_Debt___Money_Advice_Caseworker_March_2025.pdf
Job pack - accessible version Accessible_version_Debt_Adviser_Job_Pack_March_2025.pdf