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Money advice caseworker

Hull
North Yorkshire Citizens Advice and Law Centre
Posted: 14 September
Offer description

Overview

Job title: Money Advice Caseworker

Posting date: 10 September 2025 • Closing date: 29 September 2025 • Salary: £27,545 per year, pro rata • Hours: Part time • Location: North Yorkshire (Malton, Scarborough or Selby) • Remote working: On-site only • Company: North Yorkshire Citizens Advice and Law Centre • Job type: Permanent

This role focuses on delivering holistic debt and money advice to clients, including casework, phone and email support, and liaison with third parties. A key objective is helping clients maximise their income through uptake of eligible benefits.


Responsibilities

* Deliver comprehensive debt and money advice through casework, phone and email channels.
* Liaise with third parties on behalf of clients to resolve financial issues.
* Identify and support eligible benefit uptake to maximise clients’ income.
* Maintain accurate and detailed case records and documentation.
* Manage a varied caseload with the ability to work under pressure and meet targets.


Qualifications and Skills

* Effective communication and negotiation skills.
* Ability to interview clients using sound interviewing techniques.
* Strong organizational skills and attention to detail to maintain case records.
* Experience in debt advice or a willingness to train as a Trainee Money Advice Caseworker.


About the role and culture

The position offers an opportunity to make a meaningful impact in the local community by delivering client-focused financial advice. The role is based at a preferred North Yorkshire office (Malton, Scarborough or Selby).


Disability Confident

Proud member of the Disability Confident employer scheme

Disability Confident: A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. In certain recruitment situations, the employer may limit the number of interviews offered to both disabled and non-disabled applicants.

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