Trainee Money Advice Caseworkers

Compassehub; Scarborough; Hybrid; GBP 22,000 - 28,000; Full time

Job summary

A community-focused financial support organization in the United Kingdom is seeking Trainee Money Advice Caseworkers to provide vital money and debt advice. Successful candidates will undergo accredited training while assisting clients with financial difficulties and maximizing their income. The role requires strong communication and organizational skills, and offers a hybrid work model, allowing up to two days of remote work per week. This position is both rewarding and impactful, as you'll help individuals gain control over their financial situations.

Qualifications

• Passionate about helping others manage their finances.
• Capable of interviewing clients sensitively.
• Ability to maintain accurate case records.

Responsibilities

• Deliver money and debt advice through casework via phone and email.
• Support clients in claiming benefits and resolving financial difficulties.
• Manage a varied caseload while meeting targets.

Skills

Effective communication

Interpersonal skills

Negotiation skills

Organisational skills

Motivation

Job description

Trainee Money Advice Caseworkers - Closing date Tuesday 20 Jan 2026

Job Description

Are you passionate about helping others take control of their finances? Do you enjoy learning new skills and developing expertise while making a real difference in people’s lives?

We’re looking for proactive and compassionate individuals to join our team as Trainee Money Advice Caseworkers. In this vital role, you’ll undertake accredited training to deliver money and debt advice through casework, phone and email and liaise with third parties on behalf of clients. A key focus will be supporting clients to maximise their income, for example by claiming appropriate benefits and helping them resolve financial difficulties.

You’ll need to be organised, motivated and able to manage a varied caseload while meeting targets and deadlines. The ideal candidates are effective communicators with strong interpersonal and negotiation skills, capable of interviewing clients sensitively and maintaining accurate, detailed case records. You should also be comfortable learning independently, seeking support when needed and applying new knowledge to your work.

The roles are based at your choice of the following North Yorkshire offices: Malton (with travel to Scarborough when required), Scarborough (with travel to Malton when required), Richmond, Selby or Northallerton. Hybrid working is also available, with up to two days per week working from home.

Wage

Expires

20/01/2026

Organisation