Buscar empleo: 156 ofertas de trabajo de busy en Exeter (abril 2026)

Money Advice and Debt Specialist Caseworker/Trainee

hace 11 días

Exeter

Responsible to: Operations Manager Role purpose: To supports people in the local community through the provision of holistic Money, Debt and Budgeting Advice Salary Scale: 2.1 – 2.4. £27,495 - £29,400 FTE. P/T hours will be considered Key work areas and tasks Provision of advice and casework * Provide money advice and casework covering the full range of debt advice topics including priority and non-priority debt and money advice issues * Identify urgent situations and ensure any possible action is taken immediately * Assist clients with related issues integral to their debt case such as welfare benefits advice, housing, other financial matters and income maximisation (incorporates applications for grants and other welfare schemes) * Work with the client to draw up an agreed financial statement incorporating the Standard Financial Statement * Enable clients to identify and explore various options they may have in addressing their situation explaining the consequences and limitations of each option * Assist clients in the calculation of offers to priority and non-priority creditors with reference to their Financial Statement. * Where appropriate undertake negotiations with clients’ creditors and other relevant bodies and/or act for the client by drafting or writing letters and telephoning and negotiating with third parties as necessary * Prepare and present cases to the appropriate statutory bodies and courts as required including DRO, Breathing Space and bankruptcy applications * Maintain timely, accurate and detailed case records and adhere to administration systems * Maintain statistical information and other required documents and undertake client feedback surveys and facilitate client evaluation * Manage an agreed caseload of debt and money advice cases * Ensure all work casework conforms to Operational Policy including meeting the requirements of the Advice Quality Standard, FCA and MAPS * Provide basic welfare benefits advice to clients, to include assessing eligibility for benefits, better-off calculations and other income maximisation advice * Assist clients with other problems, referring to other advisers and/or agencies as appropriate * Provide representation for clients at county or magistrates courts when appropriate * Provide support, guidance and supervision to the money advice trainee caseworker/caseworker’s assistant and other less experienced staff and volunteers Research and Campaigns (social policy work) * Assist with social policy work by providing information about clients' circumstances through the appropriate channel. * Research and campaigns, monitoring and relationship building. * Assist with the development and implementation, in conjunction with the Operations Manager and in consultation with other charity workers, the Charity’s Research and Campaigns Plan. * Assist with research and campaigns work by providing information about clients' circumstances through the appropriate channel. Administration * Maintain and monitor effective and efficient administrative systems. * Monitor health and safety policy with regard to staff, equipment and premises within statutory requirements. * Ensure complaints are brought to the Manager’s attention as soon as is practicable. Training and Development * Identify and implement own training and development needs (in consultation with the Operations Manager). * Identify the training needs of charity workers through support and supervision and contribute towards the charity’s training and development plans. * Contribute to organising training activities in conjunction, as appropriate, with the Operations Manager. Other Duties and Responsibilities * Abide by health and safety guidelines and share responsibility for own safety and that of colleagues. * Abide by data security and information assurance guidelines. * Ensure that work undertaken reflects and supports the Citizens Advice service’s equality and diversity strategy * Any other relevant tasks or duties required to ensure the effective running of the charity and our services. * To contribute to the induction and on-going training of charity workers within the team. Person specification Essential criteria * Qualified and competent money advice and debt caseworker holding the relevant accredited quality standard and other competencies set down by Advice Quality Standard, Money and 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 funded programme * 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 amounts of information and gather essential details during a client interview * Excellent negotiation skills with experience of conducting negotiations with a range of agencies and creditors * 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 of others * Experience of working effectively within a team including paid and volunteer staff * Excellent communication skills (spoken and written) and the ability to develop and maintain positive, professional, working relationships with clients, funders, stakeholders, colleagues, volunteers, creditors and other agencies * Proven IT skills including very confident and competent use of Word, Excel, databases, cloud-based systems etc to maintain effective records, administrative and reporting systems * A commitment to travelling to various locations as required * Understanding of the issues affecting society and their implications for clients and service provision * Understanding of and commitment to the aims and principles of the CA service and its equal opportunities policies Desirable criteria • Hold a current registration as a DRO intermediary Experience of working within a Citizens Advice charity * Experience of working with the public in an advisory capacity

Trabajos busy en ExeterCrear alertas

Búsquedas de empleo más populares en Exeter

Lugares de trabajo busy más populares