Money Advice Caseworker (Trainee or Qualified Pathway)

Finding Your Fit

Managing debt and navigating financial pathways can be highly complex. At Citizens Advice 1066, we look for people who enjoy structured problem-solving and want to help local residents find a clear, compliant path forward.

We are open to applications from both experienced advisers and trainees. Wherever you are in your career, we provide a structured environment to help you succeed:

• If you are qualified: You already hold a certificate in Money Advice Practice (or equivalent) and are ready to manage an active caseload independently.
• If you are a trainee: You bring excellent transferable skills—like strong communication, numeracy, and an organised approach —and we will invest in your training to get you fully qualified.

Is This the Right Space for You?

• Do you have a naturally analytical mind? Can you review a complex situation, map out the full financial picture, and systematically identify opportunities like income maximisation?
• Are you a calm, professional communicator? Can you lead clear, structured conversations that put clients at ease, ensuring they feel respected while you explore their circumstances?
• Do you value a methodical approach? Do you enjoy negotiating with third parties, drafting precise correspondence, and following clear industry guidelines?
• Are you looking for a role with a clear purpose? Do you want to apply your thoroughness to make a tangible, positive difference to someone's financial stability? 

↓ Job Pack   ↓ Application Form

How We Support You

We recognise that delivering specialist debt casework requires a highly structured and supportive professional environment.

• Clear Progression: Your salary reflects your experience. Trainees start at £32,294.38 and move up to the full rate of £33,882.62 once fully qualified.
• Structured Supervision: You will participate in regular one-to-one supervision sessions and team meetings to discuss caseload progress, share knowledge, and manage deadlines effectively.
• Continuous Development: We fully support your ongoing learning, providing access to the latest case law publications, relevant external training sessions, and continuous industry updates.

The Essentials

Detail	Information
Salary	Qualified Money Adviser £33,882.62 per year FTE | Trainees £32,294.38 per year FTE
Hours	37 hours per week. This is a Permanent contract.
Location	Based at our St Leonards-on-Sea office, with regular working from other local Citizens Advice offices across the county.
Reports to	Operations Manager.
Closing Date	24th July 2026 Please note: Applications may close earlier if a suitable candidate is found, so please apply as soon as possible to avoid disappointment.
Interviews	Throughout the recruitment period

Application Process

To apply for this position please download the Job Pack and application form.

Please email the completed application form to recruitment@citizensadvice1066.co.uk.

Please note all sections of the application form must be completed for your application to be considered. We do not accept CVs as part of our recruitment process. 

↓ Job Pack   ↓ Application Form

Join Us at CA1066

We value equity, equality, and treating everyone with professional empathy. To ensure a completely fair process, we assess all applications purely on how your unique skills, lived experience, or voluntary background match the core competencies of the role.

To apply, please visit our website to download the application pack and form, and return it completed to recruitment@citizensadvice1066.co.uk. Please note that we do not accept CVs.

 

 

Financial Wellbeing Adviser

What it’s all about

Navigating personal finances, energy options, and digital systems can be a complex challenge. At Citizens Advice 1066, we focus on delivering structured, practical solutions that help local residents build long-term financial resilience and independence. 

Is this the right fit for you?

• Do you have a naturally analytical mind? Can you look at a complex situation and piece together the full picture—whether that is identifying an unclaimed benefit or spotting hidden factors behind fuel poverty?
• Are you able to create a calm, professional environment? Can you lead structured conversations that put clients at ease, helping them navigate difficult situations and overcome any stigma associated with seeking support?
• Do you enjoy sharing practical skills? Can you engage confidently with adults—including those who may have had poor experiences with formal education—to make budgeting, saving, and digital inclusion accessible?
• Are you looking for a role with a clear purpose? Do you want to apply your thorough approach to ensure clients leave our service feeling respected, heard, and better equipped to manage their finances?

If you have a genuine commitment to addressing poverty and a thorough approach to delivering high service standards, we would value your application. 

↓ Job Pack   ↓ Application Form

How We Support You

We recognise that delivering this vital work requires a well-structured and supportive environment.

• Regular Supervision: You will participate in structured one-to-one supervision sessions and adviser meetings to discuss your caseload and manage your workload effectively.
• Wellbeing Support: You will have access to an anonymous, confidential mental health and wellbeing service available 24 hours a day, 365 days a year.
• Professional Development: We are committed to continuous professional development, providing ongoing opportunities to keep your knowledge of personal finance and digital topics sharp.

The Essentials

Detail	Information
Salary	£26,927 per year (Full-time).
Hours	30 to 37 hours per week. This is a Permanent contract. Flexible working hours can be discussed. Includes a structured TOIL (Time Off In Lieu) system.
Annual Leave	31 days paid leave (including statutory bank holidays), rising to 32 days after 3 years, and capped at 33 days after 4 years. Pro-rata for part-time hours.
Location	Based at our St Leonards-on-Sea office when you are not conducting home visits or community outreach.
Reports to	Operations Manager and Partnerships and Development Manager.
Closing Date	24th July 2026 Please note: Applications may close earlier if a suitable candidate is found, so please apply as soon as possible to avoid disappointment.
Interviews	Throughout the recruitment period

Application Process

To apply for this position please download the Job Pack and application form.

Please email the completed application form to recruitment@citizensadvice1066.co.uk.

Please note all sections of the application form must be completed for your application to be considered. We do not accept CVs as part of our recruitment process. 

↓ Job Pack   ↓ Application Form

Join Us at CA1066

We value equity, equality, and treating everyone with professional empathy. To ensure a fair process, we use blind recruitment (where the selection panel cannot see your personal details) and assess applications purely on how your skills match the role requirements.