At a Glance
- Tasks: Provide tailored money advice and support to individuals facing financial hardship.
- Company: Navigate, a supportive organisation dedicated to helping those in need.
- Benefits: Competitive salary, hybrid working, and opportunities for professional development.
- Other info: Join a dynamic team focused on collaboration and community impact.
- Why this job: Make a real difference in people's lives while developing your skills in a meaningful role.
- Qualifications: Experience in money advice or casework is a plus, but passion for helping others is key.
The predicted salary is between 26228 - 29007 £ per year.
- Outreach Money Advice Caseworker (Crisis and Resilience Fund - 2.5 year contract)
- Company: Navigate
- Working pattern: Hybrid - 3 days remote
- Job type: Contract
- Posting date: 18 Aug 2026
- Summary
Main Duties and Responsibilities
- 1. Specialist Money Advice and Casework
- Deliver person-centred money advice and holistic support to individuals and families experiencing financial hardship, housing insecurity and complex needs.
- Manage a caseload of clients, providing tailored interventions including budgeting, debt advice, income maximisation, welfare benefits advice and financial capability support.
- Provide FCA-regulated debt advice, including Debt Relief Orders and other debt solutions where appropriately trained, or refer clients to specialist services where required.
- Support clients experiencing fuel poverty through tariff advice, supplier negotiation and practical interventions.
- Develop personalised support plans that address both immediate financial difficulties and longer term financial resilience.
- Advocate on behalf of clients with creditors, landlords, utility providers, housing services and statutory agencies to achieve the best possible outcomes.
- 2. Housing and Homelessness Prevention
- Work proactively with clients to sustain tenancies and reduce the risk of homelessness.
- Liaise with landlords, housing associations, Exeter City Council Housing Options and other housing providers to resolve tenancy-related issues.
- Support clients living in temporary accommodation or experiencing housing insecurity.
- Assist clients to access housing-related benefits, CRF Housing Payments and other financial support.
- Identify housing risks early and implement practical interventions to prevent crisis wherever possible.
- 3. Outreach, Engagement and Financial Resilience
- Deliver outreach across Exeter through home visits, community venues and other trusted locations to engage people who may struggle to access traditional advice services.
- Build trusted, professional relationships with clients, adapting communication and support to meet individual needs.
- Support the delivery of financial education sessions, including Navigate the Money Maze and other financial capability initiatives.
- Help clients develop the knowledge, confidence and practical skills needed to manage their finances independently and reduce future reliance on crisis support.
- 4. Partnership Working
- Work collaboratively with Navigate, Encompass Southwest, Exeter City Council and other partner organisations to deliver a coordinated 'No Wrong Door' service.
- Maintain effective referral pathways and ensure clients receive seamless transitions between crisis intervention and longer‑term support.
- Attend partnership meetings, case discussions and multi‑agency forums where appropriate.
- Signpost and make warm referrals to specialist services to address wider health, housing, employment and wellbeing needs.
- 5. Systems, Recording and Compliance
- Maintain accurate, timely and high‑quality case records using the partnership's case management system - Advicepro.
- Use digital systems and organisational tools effectively, including secure client portals and AI supported technologies where appropriate.
- Ensure all work complies with FCA requirements, safeguarding procedures, GDPR and organisational policies.
- Maintain appropriate professional boundaries and ensure confidentiality at all times.
- 6. Monitoring, Quality and Outcomes
- Record outcomes and client progress accurately to support contract monitoring and service evaluation.
- Contribute to client feedback, case studies and continuous improvement activities.
- Work towards agreed performance targets while maintaining high standards of client care and professional practice.
- 7. Professional Practice
- Deliver services in line with person-centred, relationship-based and trauma-informed principles.
- Participate in supervision, reflective practice, team meetings and ongoing professional development.
- Keep knowledge of money advice, welfare benefits, housing and homelessness legislation up to date.
- Promote equality, diversity and inclusion, ensuring every client is treated with dignity, respect and compassion.
- General Duties
- Develop and maintain positive working relationships with partner organisations, referral agencies and community stakeholders, promoting collaborative working across the Wis£rmoney partnership.
- Support service improvement by gathering client feedback and identifying opportunities to improve service delivery.
- Work in accordance with organisational policies, procedures and professional standards at all times.
- Contribute positively to team meetings, partnership working and organisational learning.
- Support managers in responding to enquiries, complaints and compliments in a timely and professional manner.
- Undertake any other duties appropriate to the role and participate fully in training and continuous professional development.
- Proud member of the Disability Confident employer scheme
About Disability Confident Disability Confident is a government scheme. It encourages employers to recruit and retain disabled people and those with long term health conditions.
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Outreach Money Advice Caseworker (Crisis and Resilience Fund - 2.5 year contract) in Exeter employer: Allscreens Nationwide Ltd
Allscreens Nationwide is an exceptional employer, offering a supportive team culture where employees are valued and encouraged to thrive. With access to state-of-the-art training facilities and opportunities for career progression, our Automotive Glazing Technicians in Birmingham can expect not only competitive bonuses but also the chance to work with the latest technology in the industry. Join us and be part of a company that prioritises both employee well-being and customer satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land Outreach Money Advice Caseworker (Crisis and Resilience Fund - 2.5 year contract) in Exeter
✨Dive into Local Community Groups
Social work thrives on community connections, so get involved in local groups or forums specific to your interests. Whether it’s volunteering at local shelters or joining community action boards, these are great ways to boost your visibility and make direct contacts that could lead to opportunities like the one at Allscreens Nationwide Ltd.
✨Attend Social Work Events and Workshops
Keep an eye out for workshops, seminars, or conferences in social work. These events are fantastic for meeting professionals in the field, learning about emerging trends, and spotting job openings. Plus, you might just bump into someone from Allscreens Nationwide Ltd!
✨Showcase Your Passion and Expertise
Use platforms like Instagram or LinkedIn to share your journey and insights into the social work sector. Whether it’s writing about your experiences or sharing relevant articles, this helps to establish you as an engaged professional. Potential employers, like Allscreens Nationwide Ltd, will notice your enthusiasm!
✨Leverage Your Network
Don’t hesitate to reach out to professors, mentors, or even past colleagues who are in social work. They might have inside knowledge about openings at Allscreens Nationwide Ltd or be able to connect you with someone who’s hiring. Networking is key, especially in a full-time role where relationships matter.
We think you need these skills to ace Outreach Money Advice Caseworker (Crisis and Resilience Fund - 2.5 year contract) in Exeter
Some tips for your application 🫡
Show Your Passion for Social Work:In your cover letter, let us see your passion for social work shine through! Talk about the experiences that made you want to pursue this career—whether it’s volunteering, personal experiences, or academic projects. We want to know why this field matters to you.
Emphasise Relevant Qualifications:Make sure your CV highlights any relevant qualifications, like degrees in social work or certifications like a DBS check. If you've done any workshops or training, don’t forget to include those as well. We're keen to see your commitment to your professional development!
Detail Your Experience with Clients:Since this is a hands-on field, detailing any direct experience you have with clients is crucial. Whether it's internships, volunteer roles, or previous jobs, highlight those experiences in your CV to show us you've got the practical skills necessary for the job!
Tailor Your Application to Allscreens Nationwide Ltd:Before hitting send, make sure to tailor your application specifically to Allscreens Nationwide Ltd! Research our mission and values, and refer to them in your cover letter. This shows us that you understand our work and are genuinely interested in being a part of our team!
How to prepare for a job interview at Allscreens Nationwide Ltd
✨Understanding the Role of Empathy
In social work, understanding and demonstrating empathy is key. Be prepared to share personal experiences or scenarios where you effectively showed compassion and support. This helps show that you genuinely care about the well-being of others, which is crucial in social work.
✨Demonstrating Knowledge of Frameworks
Familiarise yourself with the frameworks and models used in social work, such as the Strengths-Based Approach or the Ecological Perspective. Be ready to discuss how these frameworks apply to your work, especially if you can tie them into real-world examples or case studies you've encountered.
✨Showcasing Your Multi-Disciplinary Skills
In a full-time social work role, you'll often collaborate with healthcare professionals, educators, and law enforcement. Be prepared to describe your teamwork experiences and how you've effectively communicated with other disciplines to achieve the best outcomes for clients.
✨Preparing for Scenario-Based Questions
Expect questions that put you in hypothetical social work situations, such as dealing with a crisis or managing a complex case. Think through your thought process for these scenarios beforehand, considering how you'd assess the situation and what steps you'd take, as this demonstrates your critical thinking and problem-solving abilities.
