Money Advice Caseworker
| Posting date: | 16 March 2026 |
|---|---|
| Salary: | £24,784.5 to £26,303 per year |
| Hours: | Full time |
| Closing date: | 03 April 2026 |
| Location: | Stratford-Upon-Avon, Warwickshire |
| Remote working: | Hybrid - work remotely up to 2 days per week |
| Company: | Citizens Advice Mid Mercia |
| Job type: | Contract |
| Job reference: |
Summary
Do you have a passion for working in the heart of your local community and are driven by making a difference? Then Citizens Advice Mid Mercia is the organisation for you.
Our free and independent advice helps people solve problems in a confidential and impartial manner. Whatever the problem, we won’t turn people away. We make a difference. Our trusted brand and the quality of our research mean we make a real impact on behalf of the people who rely on us.
We are looking for a full-time Money Advice Caseworker to join our Financial Inclusion Team in Stratford-upon-Avon.
apply here: https://www.citizensadvicemidmercia.org.uk/jobs/money-advice-caseworker-startford-upon-avon
You will be working for our Financial Inclusion programme and focus on supporting Orbit customers by both telephone and face to face exclusively with:
• Money advice with income maximisation
• Welfare benefits advice and take-up work
• Energy Advice and Support Case work is expected to help navigate the customer through a full journey
We are looking for someone who:
• Has excellent communication skills
• Can manage own time effectively with a keen eye for detail
• Can monitor and maintain own standards ensuring work is accurate
• Has worked in a public-facing role
• Is in possession of a full driving licence and use of a car, or otherwise able to fulfil the travel requirements necessary
Full training and support will be given to the successful candidate to enable them to carry out their role
Responsibilities / Key Tasks:
• Interview clients using sensitive listening and questioning skills to allow clients to explain their problem(s) and empower them to set their own priorities
• To interpret information and present options to clients
• Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate
• To maintain confidentiality, use discretion and sound judgement in undertaking all areas of responsibilities
What we offer in return:
• 28 days entitlement plus bank holidays pro-rata
• Full advice training is offered to all members of staff regardless of role to Advice Quality Standard (AQS)
• Opportunities for further training and continuous professional development
• Internal progression opportunities
• Supportive environment
• Remote/flexible working opportunities, subject to management approval
• Paid DBS application, where applicable
• 5% pension contributions
• 3 month’s full contractual pay for maternity, upon meeting qualifying criteria
The essentials
• Salary: £24,784.50 - £26,303
• Hours: 37.5 hours per week (full-time)
• Location: Hybrid Working – a few days per week from one of our allocated Orbit Hubs in Stratford upon Avon and a few days from home depending on service needs
• Contract: fixed term until 31 March 2027
Please visit our website to find the full Job Description and Person Specifications for this role and a helpful Candidate Guide on our recruitment process - https://www.citizensadvicemidmercia.org.uk/work-with-us
To apply - applications via our website
apply here: https://www.citizensadvicemidmercia.org.uk/jobs/money-advice-caseworker-startford-upon-avon
Closing Date: 3 April 2026
Thank you for your interest in our vacancy. The above role is advertised on a rolling recruitment basis. We reserve the right to close the advert once a suitable candidate has been appointed. If you do not hear back from us within 15 working days, please assume that your application has been unsuccessful on this occasion. Please do not be discouraged from applying for other positions within our organisation.
We are a Disability Confident Employer
Citizens Advice Mid Mercia are an accredited (Level 1) Disability Confident employer, and values diversity and promotes equality. We encourage and welcome applications from suitably skilled candidates from all backgrounds. We follow the social model of disability which believes that it is the barriers created by society which disable people. We will use reasonable adjustments wherever possible to remove those barriers.
Our free and independent advice helps people solve problems in a confidential and impartial manner. Whatever the problem, we won’t turn people away. We make a difference. Our trusted brand and the quality of our research mean we make a real impact on behalf of the people who rely on us.
We are looking for a full-time Money Advice Caseworker to join our Financial Inclusion Team in Stratford-upon-Avon.
apply here: https://www.citizensadvicemidmercia.org.uk/jobs/money-advice-caseworker-startford-upon-avon
You will be working for our Financial Inclusion programme and focus on supporting Orbit customers by both telephone and face to face exclusively with:
• Money advice with income maximisation
• Welfare benefits advice and take-up work
• Energy Advice and Support Case work is expected to help navigate the customer through a full journey
We are looking for someone who:
• Has excellent communication skills
• Can manage own time effectively with a keen eye for detail
• Can monitor and maintain own standards ensuring work is accurate
• Has worked in a public-facing role
• Is in possession of a full driving licence and use of a car, or otherwise able to fulfil the travel requirements necessary
Full training and support will be given to the successful candidate to enable them to carry out their role
Responsibilities / Key Tasks:
• Interview clients using sensitive listening and questioning skills to allow clients to explain their problem(s) and empower them to set their own priorities
• To interpret information and present options to clients
• Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate
• To maintain confidentiality, use discretion and sound judgement in undertaking all areas of responsibilities
What we offer in return:
• 28 days entitlement plus bank holidays pro-rata
• Full advice training is offered to all members of staff regardless of role to Advice Quality Standard (AQS)
• Opportunities for further training and continuous professional development
• Internal progression opportunities
• Supportive environment
• Remote/flexible working opportunities, subject to management approval
• Paid DBS application, where applicable
• 5% pension contributions
• 3 month’s full contractual pay for maternity, upon meeting qualifying criteria
The essentials
• Salary: £24,784.50 - £26,303
• Hours: 37.5 hours per week (full-time)
• Location: Hybrid Working – a few days per week from one of our allocated Orbit Hubs in Stratford upon Avon and a few days from home depending on service needs
• Contract: fixed term until 31 March 2027
Please visit our website to find the full Job Description and Person Specifications for this role and a helpful Candidate Guide on our recruitment process - https://www.citizensadvicemidmercia.org.uk/work-with-us
To apply - applications via our website
apply here: https://www.citizensadvicemidmercia.org.uk/jobs/money-advice-caseworker-startford-upon-avon
Closing Date: 3 April 2026
Thank you for your interest in our vacancy. The above role is advertised on a rolling recruitment basis. We reserve the right to close the advert once a suitable candidate has been appointed. If you do not hear back from us within 15 working days, please assume that your application has been unsuccessful on this occasion. Please do not be discouraged from applying for other positions within our organisation.
We are a Disability Confident Employer
Citizens Advice Mid Mercia are an accredited (Level 1) Disability Confident employer, and values diversity and promotes equality. We encourage and welcome applications from suitably skilled candidates from all backgrounds. We follow the social model of disability which believes that it is the barriers created by society which disable people. We will use reasonable adjustments wherever possible to remove those barriers.
Proud member of the Disability Confident employer scheme
Disability Confident
About Disability Confident
A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to Disability Confident.