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Money advice caseworker

Stratford-upon-avon
Citizens Advice Mid Mercia
€25,500 a year
Posted: 30 March
Offer description

Overview

Do you have a passion for working in the heart of your local community and are driven by making a difference? Then Citizens Advice Mid Mercia is the organisation for you.

Our free and independent advice helps people solve problems in a confidential and impartial manner. Whatever the problem, we won’t turn people away. We make a difference. Our trusted brand and the quality of our research mean we make a real impact on behalf of the people who rely on us.

We are looking for a full‑time Money Advice Caseworker to join our Financial Inclusion Team in Stratford‑upon‑Avon.


How to apply

To apply, visit our website: https://www.citizensadvicemidmercia.org.uk/jobs/money-advice-caseworker-startford-upon-avon


Role Overview

You will be working for our Financial Inclusion programme and focus on supporting Orbit customers by both telephone and face to face exclusively with:

* Money advice with income maximisation
* Welfare benefits advice and take‑up work
* Energy Advice and Support. Case work is expected to help navigate the customer through a full journey


We are looking for someone who:

* Has excellent communication skills
* Can manage own time effectively with a keen eye for detail
* Can monitor and maintain own standards ensuring work is accurate
* Has worked in a public‑facing role
* Is in possession of a full driving licence and use of a car, or otherwise able to fulfil the travel requirements necessary


Responsibilities / Key Tasks

* Interview clients using sensitive listening and questioning skills to allow clients to explain their problem(s) and empower them to set their own priorities
* To interpret information and present options to clients
* 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
* To maintain confidentiality, use discretion and sound judgement in undertaking all areas of responsibilities


What we offer in return

* 28 days entitlement plus bank holidays pro‑ratio
* Full advice training is offered to all members of staff regardless of role to Advice Quality Standard (AQS)
* Opportunities for further training and continuous professional development
* Internal progression opportunities
* Supportive environment
* Remote/flexible working opportunities, subject to management approval
* Paid DBS application, where applicable
* 5% pension contributions
* 3 month’s full contractual pay for maternity, upon meeting qualifying criteria


The essentials

* Salary: £24,784.50 - £26,303
* Hours: 37.5 hours per week (full-time)
* Location: Hybrid Working – a few days per week from one of our allocated Orbit Hubs in Stratford upon Avon and a few days from home depending on service needs
* Contract: fixed term until 31 March 2027


Additional Information

Please visit our website to find the full Job Description and Person Specifications for this role and a helpful Candidate Guide on our recruitment process: https://www.citizensadvicemidmercia.org.uk/work-with-us

Closing Date: 3 April 2026

Thank you for your interest in our vacancy. The above role is advertised on a rolling recruitment basis. We reserve the right to close the advert once a suitable candidate has been appointed. If you do not hear back from us within 15 working days, please assume that your application has been unsuccessful on this occasion. Please do not be discouraged from applying for other positions within our organisation.

We are a Disability Confident Employer. Citizens Advice Mid Mercia are an accredited (Level 1) Disability Confident employer, and values diversity and promotes equality. We encourage and welcome applications from suitably skilled candidates from all backgrounds. We follow the social model of disability which believes that it is the barriers created by society which disable people. We will use reasonable adjustments wherever possible to remove those barriers.

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