Caseworker Manager

Hours of work: Up to 29.6 per week with minimum of 3 days work per week required, maximum of 4 (possibility to include evenings and weekends on a client need basis and only with prior agreement your line manager)

Salary: Pro Rata of £18,739 FTE
This is a fixed term contract until March 2023 (extension
subject to funding)

Location Based: Base of operations - Newport CA premises. Main work for
this role will be based at community outreach locations
across the Island, home visits and the ability to work from
home upon discussion with line manager. Access to a
motor vehicle to travel to locations and home visits is

A full clear DBS check will be required
Any questions about the role should be directed to Caseworker Manager – Kate Brandon via email at [email protected]

Money Advice

• Conduct Initial Assessment of client’s situation, gathering information relating to finances and debts and requesting (where necessary) evidence of identity, income and expenditure.

• Carry out benefit checks and/or signpost clients to benefits calculation sites and attach copies of any conducted calculations to clients casebook record.

• Identify imminent emergency action and arrange for specialist advice contact and provide any immediate advice where necessary upon discussion/supervision with money advice caseworker. Ensure accurate notes are recorded upon any advice given and attach copies of any relevant sources of information provided to clients.

• Refer clients on to specialist Money Advice for full MA appointments, both locally and nationally.

• Provide client with banking advice where appropriate – during initial debt assessment.

• Complete initial budget planner for clients using system tool within casebook and ensure that copies of budget plans and financial statements are saved to the case.

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

• 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.


• 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 with agreement via line manager.

• Read relevant publications.

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

• 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.

• 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