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Money advice/debt caseworker

Bolton
Citizens Advice BANES
Posted: 29 September
Offer description

Apply before 11.59pm on 24 October 2025.

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

* 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).


We’re Disability Confident

Disability Confident is a government scheme that supports employers to improve how they recruit, retain, and develop disabled people.


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