Money Advice/Debt Caseworker

This is a fantastic opportunity for personal and professional development, including opportunities to obtain the Certificate in Money Advice Practice (CertMAP); the leading debt advice qualification for debt advisers in England, Wales and Northern Ireland.

About you:

• Experience working in the Money Advice/Debt sector

• Experience of managing a high caseload

• Excellent interpersonal skills to engage with a diverse range of clients,

• Organisational skills with the ability to adapt, prioritise deadlines and competing tasks in a fast-paced environment,

• A genuine passion for continual professional development,

• Be empathetic and compassionate,

• Be resilient and adaptable.

Key Tasks within this role include;

• Provide high quality money & debt advice to clients (specific KPIs to be established), advising clients on sustainable budgeting, income maximisation and money management, in line with Financial Conduct Authority (FCA) guidance.

• Manage a varied and complex caseload

• Guide and empower clients – explaining options and implications to help clients make informed decisions about their next steps.

• Advise clients on sustainable budgeting, income maximisation and money management, in line with Financial Conduct Authority (FCA) guidance.

• Support client to maximise household income – referring for additional/ ongoing support in line with referral pathways. Communicate and negotiate with creditors to achieve sustainable repayment agreements.

• Support client to apply for assistance, charitable grants and make appropriate referrals where appropriate.

• Process charitable applications, collect and review evidence.

• Maintain clear case records for the purpose of continuity of casework, information retrieval, and statistical monitoring and report preparation (using national case management system, Casebook).