At a Glance
- Tasks: Provide money advice to clients through various communication channels and support their financial needs.
- Company: Join Citizens Advice Torridge, a passionate team dedicated to helping the community.
- Benefits: Flexible working, professional development, and the chance to make a real difference.
- Other info: Opportunities for growth and learning in a supportive environment.
- Why this job: Empower individuals by providing essential financial guidance and support in a rewarding role.
- Qualifications: Customer service experience and strong communication skills are essential.
This role supports people with complex needs and those for whom language or communication may be a barrier. As such, you will need to be a strong communicator with excellent interpersonal skills, committed to developing your knowledge and happy to work flexibly across offices and outreach locations.
You will have excellent listening and questioning skills and understand how to adapt to the needs of others whilst embracing the charity’s twin aims.
This role will be based at one of our Torridge, North, Mid and West Devon offices, with the expectation that travel may be required to other offices across our geographical area.
- Provide money advice to external clients through face to face, video, digital appointments or on the telephone.
- Research all of the options available to the client, adopting an impartial and non-judgmental stance.
- Undertake administrative duties to support the Money Advice Team.
- Work alongside specialist services and make referrals in to them as appropriate.
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Gather information to support our Research and Campaigns Team.
- Interview clients using sensitive listening and questioning skills.
- Use the Citizens Advice resources to find, interpret and communicate the relevant information.
- Research and explore options and implications so that clients can make informed decisions.
- Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning.
- Negotiate with third parties such as statutory and non-statutory bodies as appropriate.
- Refer internally or to other specialist agencies as appropriate.
- Ensure that all work conforms to the Advice Quality Standard and regulatory bodies requirements.
- Ensure that work reflects and supports the Citizens Advice service equity and diversity strategy.
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Maintain detailed case records for the purpose of continuity of casework, funder requirements, information retrieval, statistical monitoring and report preparation.
- Use IT for statistical recording of information relating to research and campaigns and funding requirements, record keeping and document production.
- Ensure all compliance training is completed on an annual basis.
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Maintain records for funder requirements.
- Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the service.
- Demonstrate commitment to the aims and policies of the Citizens Advice service.
- Abide by health and safety guidelines and share responsibility for own safety and that of colleagues.
- Comply with all Citizens Advice information assurance guidelines.
- Keep up to date with legislation, policies and procedures and undertake appropriate training.
- Complete necessary CPD activities as directed.
- Attend relevant internal and external meetings as agreed with the Team Leader.
- Recent customer service experience with one or all of the following channels – face to face, telephone and/or digital (webchat or email).
- Proven ability to use sensitive listening and questioning skills with clients/customers to get to the root of the problems whilst maintaining the
structure of the interview. - Ability to travel across our geographical area as required, sometimes at short notice.
- Proven ability to give and receive feedback objectively and sensitively, and a willingness to challenge constructively.
- Demonstrable high level IT skills, with an ability to support clients/customers with their own IT needs. Including research skills using online resources.
- Experience in using sensitive listening and questioning skills.
- A commitment to continuous professional development including a willingness to develop knowledge and skills in advanced topics.
- An understanding of and ability to work within the aims and principles of the Citizens Advice service with a strong focus on Equity, Diversity and Inclusion.
- Experience of working in the charitable or third sector.
- Knowledge of the benefits system and/or debt remedies.
- An understanding of social trends and their implications for clients and service provision.
Interviews for this role will be held on 17th and 18th September.
Locations
Money Advice Caseworker in Barnstaple, Okehampton employer: Citizens Advice Torridge, North, Mid and West Devon
Citizens Advice Torridge, North, Mid and West Devon is an exceptional employer that prioritises the well-being and development of its staff while making a meaningful impact in the community. With a strong commitment to equity, diversity, and inclusion, employees are encouraged to grow through continuous professional development and collaborative teamwork. The supportive work culture, combined with the opportunity to travel across beautiful Devon, makes this role not just a job, but a rewarding career path for those passionate about helping others.
Contact Details:
Citizens Advice Torridge, North, Mid and West Devon Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Money Advice Caseworker in Barnstaple, Okehampton
✨Get Involved Locally
Dive into local volunteer opportunities or social initiatives. This not only beefs up your CV but also connects you with like-minded folks in nonprofits. Plus, it shows your passion for social impact, which is key for getting noticed by Citizens Advice Torridge, North, Mid and West Devon.
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✨Utilise Online Platforms
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We think you need these skills to ace Money Advice Caseworker in Barnstaple, Okehampton
Some tips for your application 🫡
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Tailor Your Documents to the Role:For a full-time role like Money Advice Caseworker, ensure your CV and cover letter specifically address the responsibilities outlined in the job description. Use their language to describe your skills and experience, making it easy for the hiring team to see how you fit into their vision.
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How to prepare for a job interview at Citizens Advice Torridge, North, Mid and West Devon
✨Show Your Passion for Social Change
When we’re prepping for interviews in the nonprofit space, it's vital to demonstrate our genuine passion for social impact. Be ready to discuss not just your skills and experiences but also why you care about the mission of Citizens Advice Torridge, North, Mid and West Devon. Sharing personal stories or insights can really make us stand out.
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Let’s brush up on tools and methodologies commonly used in the nonprofit sector, like project management software or outcome measurement frameworks. Being able to speak fluently about these will show that we’re not just passionate but also knowledgeable and ready to hit the ground running.
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Expect scenario-based questions that evaluate our problem-solving skills in real-world social issues. Think about how we’d handle challenges in the nonprofit environment and prepare stories that demonstrate our critical thinking and adaptability. Role-playing with a friend could help us feel more confident!
