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Money Advice Caseworker 35 hours

This role offers the unique opportunity to make a tangible difference in the lives of individuals facing financial challenges, providing them with the guidance, support, and tools they need to navigate complex debt issues.

While this position is for a Money Advice Caseworker, we are open to trainees. If you’re keen to embark on this rewarding career path but do not currently hold a certificate in money advice or equivalent, we encourage you to apply. We offer a supportive training program designed to prepare you for all aspects of this role, ensuring you have the knowledge and skills to succeed.

As a Money Advice Caseworker with our team, your role is pivotal in guiding clients to financial stability through comprehensive debt advice. Your responsibilities will span from direct client support—negotiating with creditors, ensuring benefits are maximized, and preparing legal documentation—to collaborating with our dedicated team to maintain the highest standards of service.

You will strive for excellence by meeting personal and team targets, adhering to quality standards, and contributing to our collective success.

The role is a genuine opportunity to join a local charity with passionate and dedicated high-performing teams of advisers, caseworkers and money advisors to help people in Sefton with the problems they face.

92% of our clients agree or strongly agree they would recommend our advice service to other people. 

Salary: £24,075 (Trainee position) £26,766 (Caseworker) (pro-rata if part-time).

Hours 35 hours (hours are negotiable)

Contract type:  Permanent

Annual Leave:  28 days plus Bank Holidays (part time pro-rata)

Location: Sefton, Merseyside, North West England. UK

Office hours:  9am – 5pm Monday – Friday

Pension: 7% (if you pay at least 1% salary contribution we top up to the required 8%)

What we offer to our staff

  • A contribution of 7% of your salary into a Stakeholder Pension
  • Consideration for Hybrid working options
  • Professional and advice sector recognised training
  • Cycle to work scheme.
  • Free VDU eye care test
  • Employee Assistance Programme

More information about us, what we do and the job description and person specification for this role is in the Job Pack here (this link downloads a pdf document which you download and save)

Application is via online application form – Money Adviser application online form (link opens the form in a new window)

Guidance notes for applications (this link downloads a pdf document in a new window)

Diversity and inclusion short online form (link opens the form in a new window). Please note: Answers are anonymous and held separately to applications. We use this to information to see if we are attracting diverse candidates and if we are not how can we improve for next time

or you can email or telephone 0151 282 5650 for word document or paper copies. 

Please note: Closing date for applications: Monday 29th April 11.59pm

In-person or online interviews to be held on: 3rd May 2024. 

We look forward to receiving your application.

You will be contacted by email or telephone if you are shortlisted for interview.

As users of the disability confident scheme, we guarantee to interview all disabled applicants who meet the minimum essential criteria for the vacancy.  We welcome applicants from diverse backgrounds e.g. the LGBT+ community and  ethnically diverse backgrounds.

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