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Specialist Money Advice Caseworker


Job Title

Specialist Money Advice Caseworker


The Old Town Hall, Epsom


£28,000 – £31,000 FTE pro rata

plus 3% employer pension contribution

Hours per week

Part time (Between 15 & 22.5 hours/week)

(0.4 FTE – 0.6 FTE)

Type of contract


Closing Date

19th June 2023

Interview Dates

6th July 2023


About Us

 Citizens Advice Epsom & Ewell is a local charity that provides advice and information for anyone that lives, works or studies in Epsom and Ewell.

We deliver our service through as many different channels as we can, to make sure we are accessible to everyone.  This includes face to face, phone, video conferencing, and email. The role is based in our Epsom office but there is the opportunity for some hybrid working.

About the Role

Debt is a rising social problem, the impact of which will only increase with the well-publicised recent pressures on cost of living.  As a Specialist Money Advice Caseworker, you will work within the aims and principles of the Citizens Advice Service to provide high quality free money advice to a wide range of clients, assisting them to achieve the best outcome for their circumstances.

 We are looking for a self-motivated individual who can work equally well as part of a team or on their own initiative, who will also help to promote the service to local stakeholders and partners.

You will have a good knowledge and understanding of money advice giving or a similar transferable skill set.  We will support the right person through Citizens Advice accredited training.

You will have the ability to support clients in a sensitive but empowering way to help them solve their problems, build resilience and prevent future issues.  Ideally, you’ll have experience of working with clients who present in crisis situations.

This is a great opportunity for someone looking to make a difference in people’s lives, supporting some of the most vulnerable people in society – helping them find a way forward.

About You

 ·         Highly motivated with recent experience of advising clients on income maximisation and debt, or experience of holding a similar transferable skill set. 

·         Passionate about helping clients and, if not already qualified, willing to train as a Citizens Advice specialist Money Adviser.

·         Effective communication skills (oral & writing) with particular emphasis on negotiating, representing and preparing reviews, reports and correspondence.

·         Fully understand the issues involved in interviewing clients and demonstrate an understanding of social trends and their implications for clients and the service.

·         Have an ordered approach to casework and an ability and willingness to follow and develop agreed procedures.

·         Experience of utilising IT in the provision of advice and the preparation of reports and submissions.

·         Well-organised and able to monitor and manage a demanding caseload to meet deadlines.

·         Numerate to the level required in the casework tasks.

·         Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.

·         Ability to build rapport with clients in difficult circumstances.

·         Ability and willingness to work as part of a team and without close supervision.

·         Understanding of and commitment to the aims and principles of Citizens Advice and its equality and diversity policies.

Job Pack

Application Form

Guidance Notes

We value diversity, promote equality and challenge discrimination.  We encourage and welcome applications from people of all backgrounds.  We particularly welcome applications from people with disabilities and people from Black, Asian and Minority Ethnic groups, as they are currently under-represented in our workforce.





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