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Money Advice Caseworker

Within Citizens Advice Liverpool locations.

2 x permanent 1 x temp 6 months


Closing date:

25 July 2024 at 08:00:00

£25,300 Trainee - £28,111 Qualified



35 hours per week

About the Role

To excel against targets in the provision of an effective supported Money Advice debt casework service that is compliant against quality standards including the MaPS quality of advice framework; ensuring that clients receive their full entitlement to all benefits, receive appropriate financial capability support and experience a positive customer experience from Citizens Advice Liverpool.

To be successful in this role, you will need to be confident, motivated and willing to try new things, have excellent communication skills with an ability to work under pressure to achieve targets and outcomes with minimum supervision.

To be appointed as a Money Advice Caseworker, you will need to have knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options and insolvency solutions.


1. To be appointed as a Money Advice Caseworker, you will need to have knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options and insolvency solutions

2. Experience of achieving performance and quality targets/KPIs.

3. Ability and willingness to undertake training and development to comply with MaPS Caseworker accreditation and Citizens Advice quality standards.

4. Effective oral and written communication skills.

5. Numerate to the level required by the tasks.

6. Ability to prioritise own work, meet deadlines, manage workload and targets in a pressured environment.

7. Ordered approach to casework and an ability and willingness to follow and develop agreed procedures.

8. IT literate with an ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials.

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

10. Ability and willingness to work as part of a team.

11. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equalities and diversity policy

12. Ability to work across different sites within Liverpool and to advise clients in their own homes, according to the funder requirements and whether you are applying for the permanent or fixed term (6 months) Money Advice Caseworker role.

13. Institute of Money Advisers   Certificate in Money Advice Practice or MaPS Caseworker accreditation   equivalent if applying for the qualified Money Advice Caseworker roles.

How to Apply

Please complete the application form provided and return to

About us

Citizens Advice Liverpool is a charity that provides free, confidential and impartial advice to people who live and work in the city. We depend on a workforce of paid staff and over 120 trained volunteers. We give people the knowledge and the confidence they need to find their way forward – whoever they are, and whatever their problem. We are the leading provider of advice and advocacy services in Liverpool and have helped clients with over 106,000 issues in 2022/2023.

CAL have achieved accreditation with the Workplace Wellbeing Charter, showing we are committed to improving the health and wellbeing of our workforce. We've also gained an award for outstanding contribution by an employer to workplace health and wellbeing 2022 by Merseycare NHS Foundation Trust.

We've gained awards from Citizens Advice National recognising our Advising Margainalised Communities Team for championing equity, diversity and inclusion in both 2021 and 2021. We were also named volunteer team of the year in 2022.

As well as a competitive salary CAL also provides access to:

  • 27 days annual leave plus bank holidays

  • Hybrid Working Scheme

  • Interest free travel loans

  • Employee Assistance Programme

  • Pension Scheme

  • Cycle to Work Scheme

  • Lifestyles Gym Membership (20% corporate discount)

  • Enhanced maternity, paternity and adoption leave pay

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