Cottsway Debt & Caseworker
Listed on 2026-01-13
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Finance & Banking
Reporting to the Project Manager, Citizens Advice Oxfordshire are looking for a Caseworker to join our team to deliver information, advice and casework to Cottsway Housing Association tenants by face‑to‑face appointments including some home visiting, telephone work and email correspondences.
Role PurposeThe aim of this project is to support clients with the full range of advice problems providing a holistic service, but with a particular emphasis on financial inclusion by undertaking benefits checks with all clients to ensure they are receiving their full entitlement.
A key focus will also be to help clients who have accumulated or are at risk of accumulating debt, through providing regulated debt advice and support, particularly in preventing homelessness. This will involve delivering debt advice to the Financial Conduct Authority standards for regulated debt advice. This includes preparing financial statements, budget sheets and corresponding with creditors as well as the client.
You may also be required to prepare papers and evidence to support benefit appeal tribunals.
- Deliver information, advice and casework to Cottsway Housing Association tenants by face‑to‑face appointments including home visits, telephone work and email correspondences.
- Perform office‑based training until full competence has been achieved, and deliver advice appointments.
- Attend training and meetings at the Witney office as required.
- Prepare financial statements, budget sheets, and correspond with creditors in line with FCA standards.
- Prepare papers and evidence to support benefit appeal tribunals.
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