Money Advice Caseworker (Trainee considered)

Are you an experienced money advice caseworker, or do you aspire to be one through accredited training? Are you passionate about helping others take control of their finances?

We’re looking for a proactive and compassionate individual to join our team as a Money Advice Caseworker or as a Trainee Money Advice Caseworker. In this vital role, you’ll deliver comprehensive money and debt advice through casework, phone and email and liaise with third parties on behalf of clients. A key focus will be helping clients maximise their income through the uptake of eligible benefits.

Our ideal candidate is an effective communicator with strong negotiation skills and the ability to handle a varied caseload under pressure while meeting targets. You’ll need a solid understanding of interviewing techniques and the ability to maintain accurate and detailed case records.

If you’re ready to make a meaningful impact in your community by delivering holistic, client-focused advice, this opportunity is perfect for you.

The role is based in your preference of North Yorkshire office: Malton (with visits to the Scarborough office when required), Richmond or Northallerton.

Reserved interview dates: 9 - 11 December 2025