Money Advice Caseworker - No experience required

What We're Looking For:

We're looking for people who genuinely want to make a difference. Previous experience in money advice isn't essential—we'll provide the training and support you need to develop the technical knowledge and skills. What matters most is that you're an excellent communicator, a natural problem solver and someone who enjoys working alongside people to help them overcome challenges. This role is about much more than providing debt advice. It's about building trusted relationships with people experiencing financial hardship, housing insecurity, poor physical or mental health, disability, trauma, digital exclusion or other barriers that make accessing traditional services difficult. We're looking for compassionate, resilient individuals who are committed to delivering flexible, person-centred support. If you're passionate about helping people regain confidence, improve their financial wellbeing and build long-term stability, we'd love to hear from you.

 

About the Exeter Crisis & Resilience Partnership

This role forms part of the Exeter Crisis & Resilience Fund partnership, delivered by Navigate, Churches Housing Action Team (CHAT) and Encompass Southwest – the collaboration is known as Wis£rmoney. Together, we provide a seamless service that supports residents from immediate financial crisis through to long-term resilience. Our partnership combines specialist money and debt advice, welfare benefits advice, housing support, homelessness prevention, trauma-informed practice and financial education to provide holistic support for people experiencing financial hardship. Rather than asking people to navigate multiple services, we work together to ensure they receive the right support at the right time, through a coordinated 'No Wrong Door' approach.

 

Job Purpose:

The Outreach Money Advice Caseworker will provide specialist money and debt advice to people experiencing financial hardship, with a particular focus on preventing homelessness, sustaining tenancies and supporting residents to achieve long-term financial stability.

 

Working as part of the Exeter Crisis & Resilience Fund partnership, you will manage a caseload of clients experiencing complex financial circumstances, providing FCA-regulated debt advice, welfare benefits advice, budgeting support, advocacy and practical assistance.

 

Recognising that financial hardship rarely exists in isolation, you will work closely with housing providers, landlords, Exeter City Council and partner organisations to address the wider issues affecting people's financial wellbeing.

 

Using a relationship-based, person-centred approach, you will deliver outreach across Exeter through home visits, community venues and flexible methods of communication, ensuring vulnerable residents can access the support they need.

  

Person Specification

 

What We're Looking For:

We're looking for people who genuinely want to make a difference. Previous experience in money advice isn't essential—we'll provide the training and support you need to develop the technical knowledge and skills. If you're passionate about helping people regain confidence, improve their financial wellbeing and build long-term stability, we'd love to hear from you.

 

Experience & Knowledge

·        Experience of working with people facing complex needs, vulnerability or crisis situations.

·        Working knowledge of money advice, debt advice and welfare benefits.

·        Understanding of safeguarding principles and risk management in a client-facing setting.

·        Awareness of professional, ethical and regulatory requirements relevant to advice services (e.g. confidentiality, data protection, record keeping).

 

Skills & Abilities

·        Ability to communicate clearly, sensitively and effectively with people in distress and with professional partners.

·        Ability to undertake assessments, identify risk and make sound decisions in urgent or complex situations.

·        Strong organisational and time management skills, with the ability to prioritise workload and meet deadlines.

·        Ability to maintain accurate case records and use case management systems confidently.

·        Ability to work both independently and collaboratively, providing guidance and support to colleagues where needed.

·        Problem-solving skills and the ability to respond calmly and effectively under pressure.

 

Personal Attributes

·        Empathetic, non-judgemental and committed to delivering a person-centred service.

·        Resilient and able to practise effective self-care when working with challenging situations.

·        Commitment to equality, diversity and inclusion.

·        Commitment to high standards of professional practice and continuous improvement.

 

Other Requirements

·        Ability to travel across the service area as required by the role.

For more information and a full job description, please see website