Citizens Advice

Face to Face Debt Caseworker (trainee)

Posted: 2 days ago

Job Description

Cookies on our websiteIt looks like you have JavaScript turned off. You need it to accept or reject cookies on our site.As it’s turned off, we’ll only use the essential cookies our website needs to work. This means some things, like videos, might not work for you.You can find out more about the cookies we use.Cookies on our websiteWe use essential cookies to make our website work properly.We'd also like to use additional cookies to remember your settings and to understand how you use our website. This helps us improve our services for you.Some additional cookies come from other websites. These cookies help us show you things from those sites, like videos.You can find out more about the cookies we use.Choose cookiesYou’ve accepted additional cookies. You can change your cookie settings at any timeYou’ve rejected additional cookies. You can change your cookie settings at any timeAbout The RoleAre you passionate about helping people and using your skills in communication, IT, and customer service? Do you want to work in a supportive team assisting individuals experiencing debt?We are looking for a Debt Caseworker to join our Local Debt Advice Team. In this role, you will provide support, information, advice and case work to clients via phone, email and web chat. You will also meet clients for face to face debt appointments at our local office and outreaches.With full training provided, you will have the opportunity to progress to a debt caseworker and will later on have the opportunity to specialise in debt advice by undertaking a Certificate in Money Advice.Key ResponsibilitiesConduct detailed assessments of clients’ financial situations, including income, expenditure, debts, and assets.Provide information and advice to empower clients to take appropriate action on their own behalf, including signposting to other agencies where necessary.Deliver impartial and accurate advice on debt solutions, budgeting, and financial management.Develop and agree individual action plans with clients to help them manage and resolve their debt problems effectively.Liaise with creditors and third parties on behalf of clients to negotiate affordable repayment arrangements, temporary relief, or debt write-offs.Monitor client progress, provide ongoing support, and update case files as circumstances change.Maintain accurate and confidential records in accordance with organisational policies and data protection regulations.Use IT systems effectively to support case management, communication, and reporting requirements.Keep up to date with relevant legislation, case law, policies, and procedures relating to money advice, and participate in ongoing training and professional development.Meet performance targets and comply with professional and regulatory standards set by the organisation and accrediting bodies.Collaborate with colleagues, supervisors, and external partners to ensure clients receive coordinated and comprehensive support.BenefitsSalary £25,738.00 rising to £27,500.00 (when fully trained after 6 months), 21 days holiday, 8 bank holidays, additional Christmas Closedown leave, birthday leave, 8% employer pension, option for salary sacrifice for pension, EAP scheme, reduced local gym membership, full training to debt caseworker with CERTMAP qualification.To ApplyPlease send your CV to esylvester@calw.org.uk with a covering letter to explain how your skills match the duties of the post

Job Application Tips

  • Tailor your resume to highlight relevant experience for this position
  • Write a compelling cover letter that addresses the specific requirements
  • Research the company culture and values before applying
  • Prepare examples of your work that demonstrate your skills
  • Follow up on your application after a reasonable time period

You May Also Be Interested In