Position: Money Advice and Debt Specialist Caseworker/Trainee

Job Title: Money Advice and Debt Specialist Caseworker/Trainee

Hours ofwork: 37.5hours per week.

P/T hours will be considered

Pension: 3% employer contribution

Place ofWork: Citizens Advice Exeter, Dix’s Field, Exeter, EX1 1QA
with the possibility of some home working

Joinus andhelpmake areal difference

Do you care passionately about making sure people get the advice they need to find a way forward? Are you motivated by tackling injustice and influencing social policy change?

Whether you’relooking to take the next step in youradvice-givingcareer, oryou’realready an experienced Citizens Advice supervisor seeking a fresh challenge in a new part of the country, this could be the perfect opportunity for you.

At Citizens Advice Exeter,you’lljoin a supportive,forward-thinkingteam who are committed to empowering local people, driving positive change, and working together to create a fairer society.

Ifyou’resomeone who thrives on helping others, enjoysproblem-solving and wants to make a genuine impact every day,we’dlove to hear from you.
Whatwe’relooking for

Ideally,you’llalready be an experienced money advice caseworker with a background in holistic,person-centred support around debt,budgeting and financial wellbeing.

If you have strongadvice-givingexperience and a real passion for helping people manage their finances,we’dbe delighted to help you develop into the role.

You’llenjoy working with a diverse range of people and bring an open minded,approachable and nonjudgmental attitude.

Empathy, compassion, clearthinkingand confidentproblem-solvingwill be central to how you support clients through sometimes complex financial situations.

In this role,you’lldeliverhigh qualitymoney,debtand budgeting advice within aquality assuredframework, meeting FCA and AQS standards.

You’llhelp clients understand their debt options, maximise income through benefits and grants, prepareaccuratefinancial statements and work collaboratively with creditors and other agencies.

You’llmanage a busy caseload, keep detailed case records,identifyurgent issues quickly, and support clients with related matters such as housing and welfare benefits.

You may also negotiate with creditors and prepare or present cases including DRO, Breathing Space and bankruptcy applications.

Alongside this,you’lloffer guidance to trainees and less experienced colleagues.

The role is based in our Exeter office, with a mix ofin personand telephone appointments, including at outreach locations by arrangement.

We value diversity, promote equality and challenge discrimination.

We welcome applications from all suitably skilled candidates, and particularly from disabled people, people from Black,Asianand other raciallyminoritisedbackgrounds, and LGBTQ+ candidates.
Person specification

The essential criteria to be assessed either at the application stage, or during the interview and interview tasks.
• Qualified and competent money advice and debt caseworker holding the relevant accredited quality standard and other competencies set down by Advice Quality Standard, Moneyand Pension Service, FCA and/or Institute of Money Advisers.

• Demonstrable and thorough understanding of the application of the debt process in a busy advice organisation and of doing so in a client- centred and efficient way including through working on a Money Advice Service or MAPS fundedprogramme.

• A positive approach to quality of advice audit (including peer review and external audit) and a commitment to constructive feedback as part of the quality assurance and learning process (as a recipient and.

• as a supervisor).

• The ability to sift through large amountsof information and gather essential details during a clientinterview.

• Excellent negotiation skills with experience of conducting negotiations with a range of agencies andcreditors.

• Proven ability to plan and prioritise your workload, meet deadlines and work calmly and with focus within a busy and fast paced environment.

• Experience of using a casework recording and quality assurance system and IT platforms.

• Experience of providing effective guidance and support to peers and junior colleagues and the ability to plan and co-ordinate the workload ofothers.

• Experience of working….