Money & Housing Adviser
- Full time
- £24,396 – £26,654
- Office Based: Union Street, Inverness - Some flexibility may be possible
- Closing 13th January 2022
- Advertised from 22nd December 2021
- IBS Point 6. 35 hours per week (Some flexibility in working hours may be required / possible)
Role
Reporting to: Deputy Manager
Purpose of Role
To work with the existing team to enhance the services ability to provide level III (National Standards) in money advice and housing. To provide senior level housing and debt advice to other teams via second tier support and to carry a caseload that reflects this ability in both money and housing advice.
Key Duties
- Work with the team to undertake detailed casework on multiple and complex debt problems, including the preparation of financial statements, negotiation with creditors and maintenance of detailed case notes. Work with other staff to enhance the standard in housing advice and be able to represent at court and tribunal for housing matters and, where appropriate, debt cases also.
- In co-operation with Advice and Services Coordinators ensure a systematic approach to cases and that a full advice service is given to clients.
- Ensure that research work, telephone calls and/or correspondence relating to casework is undertaken timeously and casework is followed up and to
- Support the Senior Leadership Team with production of reports and information for funders.
- Be pro-active in reviewing processes and consult with and work alongside the team and staff / volunteers.
- To train and support Advisers (voluntary and paid) in money advice and housing issues.
- To assist with case checking, feedback and peer review within money advice and housing to meet standards of Money Advice Scotland, AIB, MAS, CAS, Bureau and Scottish National Standards for advice providers quality standards.
- Have a thorough knowledge of and be able to identify the appropriate option for money advice clients and support the client in that option. Including sequestration, protected Trust Deeds and a payment plan under the Debt Arrangement Scheme.
- Meet the competencies as required by the Money Advice Quality Framework for case workers.
- Meet the competencies required to become an authorised person for the purposes of issuing certificates of sequestration (Home Owner and Debtor Protection (Scotland) Act 2010). Meet the competencies required to become an authorised person for the purposes of registering clients for a payment plan under the Debt Arrangement Scheme.
- Keep accurate and up to date case records on CASTLE (Case recording System) and ensure the maintenance of an effective case management system.
- Ensure the maintenance of detailed statistics in relation to individual debt and housing clients. Including recording of all client financial gain.
- Attend team/staff meetings and training as required.
- Produce reports as requested by the Bureau Management and Board of Directors
- Work co-operatively with Bureau staff to publicise the work of the Bureau, raise awareness of money management and undertake preventative work by supporting or undertaking relevant community initiatives.
PERSON SPECIFICATION:
Essential criteria:
Qualification:
- Qualified to degree level or equivalent is desirable or ability to clearly evidence being able to carry out the tasks required.
Technical skill:
- Experience of money advice and housing case work, up to and including representation.
- Ability to coach and develop others in providing advice.
- An evidenced commitment to continuous professional development.
- Proficient in use of IT systems
- Ability to work under pressure, facing competing demands and finding appropriate solutions.
- Experience of contributing to organisational change and development.
Values and Behaviours:
- Strong communication and team working skills.
- Strong organisational skills particularly for case management.
- An understanding of and respect for the volunteer led ethos of CAB and an ability to reflect this in their day to day work.
- Approachable and friendly; able to build strong working relationships, based on trust and respect.
- Ability to maintain confidentiality at all times.
- A positive can-do and proven effective approach to problem solving and challenging situations.
- Demonstrable commitment to the aims and principles of Citizens Advice.
Application notes
Application deadline: January 13th 2022 at 12 noon.
Interview date: TBC
Completed applications or requests for further information should be sent to by the deadline date to: admin@invernesscab.casonline.org.uk
Completed applications may also be posted to: Recruitment, Inverness Badenoch & Strathspey CAB, 29-31 Union Street, Inverness, IV1 1QA
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The Deputy Manager has day to day operational responsibility for the delivery of the bureau’s advice service. The post holder will ensure a quality service is delivered in line with the Scottish National Standards and the Bureau’s Citizens Advice membership and will provide to the Chief Executive Officer all necessary reporting, data and case study information required.
The Deputy Manager is responsible for maintaining a disciplined, professional office working environment and ensures its compliance with the Bureau’s health, safety and other working policies, practices and procedures.
Using AdviserNet and the information systems, provide 2nd tier consultancy support to staff and volunteers on complex cases to include type 3 cases i.e. representation at tribunals. The post holder will also work as part of the Senior Management Team and will deputise for the Chief Executive Officer when required to do so.
The post requires a Basic Disclosure certificate.
Income Maximisation Worker for Families
- Part time
- £32,323 pro-rata
- On site: Penicuik
- Closing 12th January 2026
An experienced adviser is required to improve the financial circumstances of the families supported by Hawthorn Children and Family Centre and Midlothian’s Family Wellbeing Service to improve the outcomes for the children.
The project will work with and receive referrals from Hawthorn Children and Family Centre and the Family Wellbeing Service team members. The worker will link with mental health projects, family support and Penicuik CAB’s specialist debt worker to develop a wraparound service to increase household income and improve the quality of life for the family.
Working closely with other project workers the post holder will provide awareness raising sessions with the Hawthorn Centre staff, Family Wellbeing team members and any other agencies, as appropriate.
Based at the Penicuik CAB, Hawthorn Children and Family Centre and working at any centres deemed appropriate, the worker will provide help and assistance with checking benefit entitlement, completing benefit applications and challenging benefit decisions. The work will also include income maximisation, budgeting advice, utilities and some assistance with debt issues (including housing debt).
A working knowledge and understanding of welfare benefits and good interpersonal skills are essential. The post holder will be responsible for developing and delivering the service to meet the needs of the families.
Money Advice Worker
- Part time
- £28,392 – £30,940 pro-rata
- Hybrid: Berwickshire
- Closing 16th December 2025
About Us:
Roxburgh and Berwickshire CAB is an independent charity providing advice, information and support to people across our community. We are a friendly team of staff and volunteers working over 4 locations (Eyemouth, Duns, Kelso, and Hawick) delivering a busy advice service. We strive to deliver a good quality service that meets the needs of our clients in a non-judgemental and confidential manner. We aim for individuals not to suffer through not knowing or understanding their rights and responsibilities or not being aware of the services available to them. We provide advice and options to our clients so that they can make informed decision and feel empowered to improve their personal circumstance.
Job description:
The Money Advice Worker is responsible for quality of advice and delivery of the money advice service provided by Roxburgh & Berwickshire CAB.
Key Responsibilities
- Providing money advice casework service to clients, undertaking detailed casework on their behalf
- Providing support for money advice within the CAB Generalist service, including to both staff and volunteers.
Financial Wellbeing Officer (family leave cover)
- Full time
- £32,100
- Remote: Mainly working from home, but some travel for meetings will be required.
- Closing 10th January 2026
About Money Advice Scotland
The times we live through are frequently described as unprecedented.
A century pandemic and the cost-of-living crisis has magnified and entrenched inequality.
But it has also shown that change can happen rapidly and can make a real difference.
We need change. We need new ideas when old solutions cannot solve new problems.
Money Advice Scotland is Scotland’s money charity. Our mission is to be the driving force towards financial wellbeing for the people of Scotland.
We believe we will achieve this by supporting the advice workforce, empowering citizens to get help and support, and advocating for fairer policy.
About the role
Our Financial Wellbeing Team works towards the strategic aim of improving financial health and wellbeing.
We do this by delivering evidence-based money guidance to several audiences, including schools, colleges, communities, and workplaces.
We also deliver financial wellbeing training to professionals, administer our e-learning modules and create a wide range of digital resources so that people can access financial information in a format that is most suited to their needs.
Full details are available in the job description below.
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