Trainee Advice Caseworker

Trainee Money Advice Caseworker

Apply before 10am on 21 September 2026.

• Salary: £27097
• Location:
  
  Liverpool
• Workplace:
  Hybrid working
• Contract:
  
  Fixed term contract, until 30 June 2027
• Hours per week: 35

Interviews will take place on 30 September 2026.

Role

Purpose:

Do you enjoy helping people? Are you a compassionate and people focused person?

Do you want to make a real difference to the lives of people who are in problem debt and help them find a way forward?

The Debt Advice Caseworker will provide an in-person high-quality debt advice and casework service to the organisation’s clients.

The Debt Advice Caseworker will provide mentoring and support to their co-workers, which will help develop their skills and expertise in debt and money management service, ensuring they deliver our clients with the best possible service.

A demanding role, whereby the Debt Advice Caseworker will have the ability to understand and deal with complex information.

They will work collaboratively with their team, management and external organisations.

Flexibility is a key characteristic of all our posts, and the post-holder may be asked to carry out other tasks consistent with the grade from time to time.

To be appointed as a Debt Advice Caseworker, you will need to have:

• 1. Knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options and insolvency solutions.
• OR
• To be appointed as a Trainee Money Advice Caseworker, you will need to have knowledge of advice areas and money advice issues and have experience of giving advice. We’re not looking for the finished article, if you have the right attitude then we can help to develop your skills.
• 2. Experience of achieving performance and quality targets/KPIs.
• 3. Ability and willingness to undertake training and development to comply with Money and Pensions Service and Citizens Advice quality standards.
• 4. Effective oral/written communication skills and be numerate to the level required by the tasks.
• 5. Ability to prioritise own work, meet deadlines, manage workload and targets in a pressured environment.
• 6. An ordered approach to casework and an ability and willingness to follow and develop agreed procedures.
• 7. IT literacy with an ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials.
• 8. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.
• 9. Ability and willingness to work as part of a team.
• 10. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equalities and diversity policy
• 11. Ability to work across different sites within Liverpool.
• 12. Institute of Money Advisers Certificate in Money Advice Practice or MaPS Caseworker accreditation equivalent.

Equality and Diversity:

All staff members are expected to demonstrate a commitment to equality and diversity. We recognise and celebrate the positive value of diversity, promote equality and challenge discrimination.

Responsibilities:

• 1. Provide a casework service covering the full range of debt and money management advice, including debt relief orders, bankruptcy, and debt management plans.
• 2. Deliver our service by a range of methods required, including telephone/digital channels, drop-in sessions, appointments, outreach work, and home visits.
• 3. Act for clients where necessary; this includes drafting letters, budgets, financial statements, and negotiating with third parties.
• 4. Ensure income maximisation through the take up of appropriate welfare benefits.
• 5. Prepare and present cases to statutory bodies, tribunals, and courts when required.
• 6. Assist clients with issues, where they may be an integral part of a case, and refer them to the appropriate agencies and advisers.
• 7. Maintain standards of service delivery and ensure that casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the Money and Pensions Service Advice Quality Framework.
• 8. Comply with systems for monitoring and reporting purposes.
• 9. Work collaboratively with colleagues to ensure that the service area meets key performance indicators and targets.
• 10. Assist in the smooth running of the organisation and provide emergency cover for other parts of the service when necessary.
• 11. Analyse and interpret complex information, communicating this effectively in writing with particular emphasis on…