Money Advice Caseworker

Money Advice caseworker who will be outreach (fixed locations across the Island) and office based, with the purpose of helping people to resolve their complex money problems, including providing information and advice, assistance to maximise their income and by influencing policymakers.

Responsible to: Caseworker Manager

Hours of work: 39.5 hours per week. Within working hours 8.30am - 4.30pm

Monday to Thursday and 8.30am – 4.00pm Fridays (half hour unpaid lunch break included in the above hours)

Location: Main base of operations - Newport CA premises, locations across the Island (if applicable) and remote working options considered.

Salary: FTE £18,500 - £24,000 starting wage – negotiable dependent on experience.

This is a fixed term contract until January 31st 2023 with likelihood of annual extensions.

Any questions about the role should be directed to Caseworker Manager
Kate Brandon via email at [email protected]


• Provide casework covering the full range of Debt enquiries.

• Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning.

• Negotiate with third parties as appropriate.

• Ensure income maximisation through the take up of appropriate welfare benefits.

• Prepare and present cases to the appropriate statutory bodies, tribunals and courts as appropriate.

• Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as

• Ensure that all casework conforms to the bureau's Office Manual and the Advice Quality Standard and/or the Specialist Quality Mark as appropriate.

• Maintain case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.

• Ensure that all work conforms to the bureau's systems and procedures.


• Undertake and complete training to debt relief order intermediary status (if applicable).

• Achieve Caseworker capability.

• Attend and complete any training required in order to fulfil money advice role using a variety of avenues, such as digital e-learning, distance/workshops, classroom face to face, both local and national locations.

Identify any areas that you require further training in relation to and bring this to the
attention of your line manager

Professional development

• Keep up to date with legislation, case law, policies and procedures relating to money advice and undertake appropriate training.

• Read relevant publications.

• Attend relevant internal and external meetings as agreed with the line manager.

• Prepare for and attend supervision sessions/team meetings/management team meetings as appropriate.

• Assist with Service initiatives for the improvement of services. Research and campaigns

• Assist with research and campaigns work by providing information about clients' circumstances.

Social policy

•Promote the importance of social policy work.


• Use IT for statistical recording, record keeping and document production.

• Keep up to date with policies and procedures relevant to bureau work and undertake appropriate training.

• Attend internal and external meetings as agreed with the line-manager.

Public relations

• Liaise with statutory and non-statutory organisations and represent the Service on outside bodies as appropriate.

Other duties and responsibilities

• Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the service.

• Demonstrate commitment to the aims and policies of the CA service.

• Abide by health and safety guidelines and share responsibility for own safety and that of colleagues.

• Ensure that work undertaken reflects and supports the Citizens Advice service equality and diversity strategy