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Money Advice Caseworker

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Citizens Advice LeicesterShire

Salary

37 hours per week (FTE) Qualified Caseworker - £28,439 per annum Trainee Caseworker - £26,133 per annum 30 hours per week (pro-rata) Qualified Caseworker - £23,058.65 per annum Trainee Caseworker - £21,188.92 per annum

Location

Le1

Job Overview

As a Money Advice Caseworker, you will be a vital part of our Citizens Advice LeicesterShire Money Advice Team. You’ll provide an effective, efficient, and specialist debt advice service to local residents, supporting them through a mixture of channels including face-to-face, telephone, and digital platforms.

If you are a qualified worker, you’ll hit the ground running; if you are joining us as a trainee we will provide full workplace training to support you every step of the way.

You will help clients navigate complex financial situations, explore their options, and empower them to take control of their financial future.


What your day-to-day will look like:

- Providing expert debt advice to clients via phone, face-to-face and digital channels. You’ll manage multiple cases at various stages at the same time, ensuring each client receives the attention they require.
- Exploring financial options, analysing implications and helping clients make informed decisions that lead to financial stability. You’ll stay up-to-date on the latest changes in debt advice legislation so that your advice is always accurate and relevant.
- Empowering clients to understand their financial situation and guiding them through appropriate debt solutions.
Identifying and maximising potential income sources for clients, including benefits and financial assistance.
- Negotiating effectively with creditors to establish fair and manageable repayment plans.
- Maintain accurate, high-quality client records and document production on our systems.

About you:
- You have a natural ability to connect with people from all walks of life. We support a vulnerable client group and the ability to be empathetic and compassionate is key in this role.
- You can explain complex information in a simple and easy-to-understand way.
- You are flexible and adaptable in applying your knowledge. All clients cases we support vary in their circumstances therefore the ability to be able to tailor information and knowledge is important.
- You’re a resourceful problem-solver with a proactive and solution-oriented approach.
- You thrive in a face-paced environment.
- You’re a detailed record-keeper and able to manage a challenging caseload, prioritise and organise tasks to ensure that multiple deadlines can be met.
- You will be someone that is able to receive feedback that’s constructive yet demanding. It’s important to approach it with a positive attitude and the mindset that every piece of feedback is an opportunity to improve.
- You’re either trained in Specialist Debt Advice work or eager to learn and develop your expertise in this constantly evolving field.
- You’re a team player committed to collaboration, sharing your knowledge to make a bigger impact and continuous learning.

Hours per week

1x 37 hours per week 1x 30 hours per week

Closing Date

16/06/2026

Website

Apply for the job by visiting https://citizensadviceleicestershire.org/money-advice-caseworker-may-2026/