Money Advice Worker (Part Time Staff Position)

Welfare Rights Specialist

Welfare Rights Specialist

Job Information

Job details

Job title:           Money Advice Worker.

Reporting to:   Money Advice Manager

Citizens Advice Edinburgh - Leith Bureau, 23 Dalmeny Street, Edinburgh, EH6 8PG and 58 Dundas Street, Edinburgh EH3 6QZ or depending on the needs of the service, work may be carried out at outreach locations as required and our other Bureaux:
8A&B Bath Street, EH15 1EY,
137 Dundee Street, EH11

 Salary:             £26,650 per annum (Pro-rata)

Benefits:          Annual leave - 25 days and 10 public holidays (Pro-rata),
Pension - 7% employer’s contribution

Hours:             Part time - 2 days per week (14 hours) – may increase if additional funding secured.

Term:              Permanent


Debt and Money Advice has remained one of the two most common issues for which people seek advice and support on from Citizens Advice Edinburgh (CAE).  Although CAE is a predominantly volunteer delivered service, the requirement for a consistent level of case management in some of the more complex debt advice requests and the necessity to meet regulatory standards, has meant that it is valuable for CAE to have a core establishment of paid Money Advisers.  This is key to CAE in:

  1. Retaining a high standard of expertise and reputation for giving good debt advice and supporting individual’s financial capability and inclusion.

  2. Meeting City of Edinburgh Council Targets of providing 2,500 Type 1 and 500 Type 2 responses to enquires relating to problem levels of debt.

  3. Providing evidenced data and practice examples to support applications for sustainable future funding.

  4. Supporting the recruitment, training, and retention of Volunteers delivering Debt and Money Advice. 

The post holders will have considerable skills in delivering debt and money advice and in working with clients who are experiencing financial hardship and poverty.  They will also have considerable knowledge and experience of money advice procedures and standards.

They will be highly motivated to help support the work and continued development of CAE’s core money advice, be adaptable and open to testing new ways of working to ensure that CAE can meet demand with limited resources. 

They will have excellent communication skills and an ability to provide training, motivation and guidance to volunteers and client groups.

The post holder be committed to CAE’s Aims and Principles ensuring impartiality and confidentiality when dealing with clients

Key Tasks

  • Meeting clients experiencing financial difficulties, to understand their situation, identify suitable remedies and mediate on their behalf, by writing letters and making phone calls, where required.

  • Working in partnership with identified agencies and others with a common interest in money advice outcomes and, where appropriate, rreferring clients to other sources of help, for example solicitors, social workers or other internal departments

  • Maintaining confidential case records and administrative systems, including accessing the Debt Arrangement Scheme (DAS) for clients and maintain cases on DASH

  • Recording accurate and appropriate information through case recording systems, highlighting social policy issues and client case studies, to support managers with reports and compiling statistics

  • Supporting, training and mentoring volunteers to deliver debt and money advice, including offering technical support with case checking when required.

  • Providing training, talks and workshops to internal staff, external organisations or community groups


  • To provide reports and evidenced data and case work examples as required.

  • To attend support/supervision and appraisal sessions

  • To participate in service development.

  • Pro-actively engage in Continuous Professional Development through attending training events and seminars throughout the year.

Person Specification



  • Good Standard of general education


  • Evidence of vocational training/ qualifications

Skills & Experience


  • Experienced and authorised Money and Debt Adviser

  • Proven experience of working in financial environment, budgeting expertise or financial education

  • Proven experience of working with and increasing client’s knowledge and skills in financial capability and inclusion.

  • Experience of establishing effective partnerships with other agencies

  • Experience of assisting people with a wide range of vulnerabilities

  • Experience of using CASTLE,  BASYS and DASH systems

  • Up to date knowledge of Welfare Rights

  • Experience of delivering training to volunteers and client groups

  • Experience of mentoring volunteers


  • Production of promotional and training materials

Knowledge & Attributes


  • Excellent written and oral communication

  • Strong client focus.

  • Good planning and organisational skills

  • Commitment to quality and continuous improvement

  • Ability to work on own initiative

  • Computer proficient

  • Maintain strictest level of confidentiality on service delivery

  • Understanding of financial inclusion options


  • Statistical recording for evaluation/ monitoring

Values & Attitudes


  • Commitment to the support and empowerment of individuals and CAB aims and principles

  • Awareness of the social needs of local communities

  • Commitment to team working approach

  • Support the principle of volunteerism

  • Commitment to equality of opportunity


  • Proven ability to work within a community development or volunteer setting

The Application Process

Application deadline:          Midnight on Sunday the 26th of May

Interview date:                      30 May 2019 – time to be confirmed

Interview location:                23 Dalmeny Street, Edinburgh, EH6 8PG

Interview format:                  50 minute panel interview.

Please email your completed application to