Money Advice Caseworker (Trainee or Qualified Pathway)

What it's all about

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?

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

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 from our website.

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.

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.