Money Addvice Caseworker

Spitfire Advice & Support Services Ltd is one of the foremost advice and advocacy community organisations in Birmingham and we are currently looking for an extraordinary person to join our organisation. 

We are seeking to appoint a Money Advice Case Worker with extensive experience of welfare benefits, debt advice and the relief of poverty.  Holding an IMA (Institute of Money Advisers’) qualification or recent GGDA (Giving Good Debt Advice) training will be essential.

We need to appoint someone who will understand and work with the clients who access our services, who are often vulnerable with multiple and complex needs and who will also work well as part of the team.  Based in Castle Vale our clients are from the Castle Vale Ward and the North East of Birmingham with some clients coming from the wider Birmingham area.  We are embedded in the local community and are passionate about improving the lives of the families, young and older people who reach to us for support.  We work hard to remove barriers, reduce isocial solation and increase financial inclusion for all our clients.

The appointee will need to have extensive experience of Legal Services Commission casework in the context of the Advice Quality Standard and will have worked in a target driven environment but who will also understand that people will always be our priority.  

Key Job purpose/Core Duties:

a)    The delivery to AQS standard of the core Money Advice (benefit and debt casework) Service. This may be via telephone, MS Teams, email or face to face.

b)    The provision of advocacy and court representation at tribunals or other statutory bodies as appropriate.

c)     Taking client instructions; this may include, but is not limited to; drafting letters/emails to the client and third parties, preparing financial statements and negotiating with third parties.

d)    Ensuring income maximisation through the take up of appropriate welfare benefits.

e)    The support, with other team members/volunteers, of the delivery of the service on an outreach basis if required.

f)      Working to targets to ensure that we meet all our contractual obligations.

g)    Managing own caseload, opening and closing cases appropriately and carrying out reviews as required by AQS and the Head of Advice.

h)    Maintain accurate case and client records using our digital case management system and for purpose of continuity of client casework, information retrieval, statistical monitoring and reporting preparation to AQS standards.

i)       Ensuring that all casework meets AQS standards and complies with Money Advice Team Procedural Manual.

j)       The maintenance of records and other data ensuring that it is up to date and accurate; either paper records (as required   by Tribunal cases) or on our digital casework management system.

k)     Ensuring that all confidential information is handled in line with the company’s Confidentiality Policy and GDPR Policy.

l)       Carrying out other tasks as requested by the Head of Advice Service in support of the delivery of the project.

m)   The implementation and maintenance of systems and procedures as required by your role.

n)    Assist clients with related problems where they form an integral part of their case and refer to external agencies as appropriate.

Brief Summary of offer:

Tenure: We are offering a full time 2-year fixed term contract.

Hybrid Working: 35-hour week 3 days working from home / 2 days office based.

Annual Leave: 35 days (27 company days + 8 statutory Bank Holiday days per annum