Client relations specialist Work, Jobs in Poole (with Salaries)

Debt Caseworker
Citizens Advice Bournemouth Christchurch and Poole —Bournemouth
- £24,573.33 - £26,218.16 a year
- Full-time
- Data entry
- Health & wellbeing programme
- Bereavement leave
Quick apply
2d
Wealth Planning Team Leader - Wealth Management
Barclays —Bournemouth
- Travel
- Financial services
- Communication skills
Area support officer
Bardwood —Bournemouth
- £16 an hour
- Weekend availability
Quick apply
Solicitor / FCILEX 2 – 6 Years’ PQE
Stephens Scown —Bournemouth
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Solicitor/FCILEX 5+ Years’ PQE
Stephens Scown —Bournemouth
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
Registered Building Inspector
CHPK Group —Bournemouth
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Relief Security Officer
Bardwood —Weymouth
- £12.71 an hour
- Full-time
Quick apply

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Debt Caseworker

Citizens Advice Bournemouth Christchurch and Poole -
Bournemouth

Quick apply

Job details

Full-time | Fixed term contract
£24,573.33 - £26,218.16 a year
2 days ago

Benefits

Casual dress
Health & wellbeing programme
Company pension
Bereavement leave
Sick pay

Qualifications

Data entry

Full job description

Company Overview

Citizens Advice Bournemouth Christchurch and Poole is part a network of 230 independent charities across that provide free, confidential information and advice to help individuals navigate money, legal, consumer, and other challenges. We are dedicated to empowering people through accessible support and guidance.

Role Overview

Casework

Provide casework covering the full range of debt advice and financial capability
Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning
Negotiate with third parties as appropriate
Ensure income maximisation through the take up of appropriate benefits and the use of available grants if available
Support clients through the referral for insolvency process such as Debt Relief Order (DRO) and bankruptcy application
Assist clients with other related problems where they are an integral part of their case and refer to other projects or specialist agencies as appropriate
Provide advice and assistance to other staff across the whole range of debt and financial capability issues
Ensure that all casework conforms to Citizens Advice Quality standard. Adhere to casework requirements specific to debt, which will incorporate all letters and advice being FCA compliant. Ensure that FCA regulations and principles are followed at all times.
Maintain case records for the purpose of continuity of casework, information retrieval and statistical monitoring and report preparation.
Work with Quality Officer in respect of remedial action as the result of an independent file review on a monthly basis
Ensuring that Breathing Space is used effectively and BS regulations are adhered to

Research and Campaigns

Assist with social policy work by providing information about clients’ circumstances
Provide statistical information on the number of clients and nature of cases and provide regular reports to management
Monitor service provision to ensure that it reaches the widest possible client group with the BCP borough
Alert other staff to local and national issues

Professional Development

Keep up to date with legislation, case law, policies and procedures relating to debt, money advice and financial capability and undertake appropriate training
Read relevant publications
Attend relevant internal and external meetings as agreed with the line manager
Prepare for and attend supervision sessions, team meetings and management team meetings as appropriate
Assist with service initiative for the improvement of services
To keep training records
To study and sit the Institute of Money Advice examination when appropriate and to then fulfil the requirements of the IMA CPD annual scheme.
Willingness to train as a DRO Intermediary in the future, if deemed necessary
To work in line and within the standards and regulations of Money Advice Pension (MAPs), Institute of Money Advisers (IMA) and Financial Conduct Authority standards.

Administration

Review and make recommendations for improvements to services
Use IT for statistical recording, record keeping and document production
Keep up to date with policies and procedures relevant to Citizens Advice work and undertake appropriate training.

Public Relations

Liaise with statutory and non-statutory organisations and represent the service to outside partners as appropriate.

We are seeking a proactive and detail-oriented Debt Caseworker to join our team. In this vital role, you will assist clients in managing their debt issues by providing expert advice, conducting thorough data entry, and supporting them through the resolution process. Your efforts will help individuals regain financial stability while ensuring compliance with organisational procedures.

Join us to make a meaningful difference! As a Debt Caseworker, you’ll play a crucial role in helping individuals overcome financial difficulties by providing clear guidance, compassionate support, and practical solutions. We value energetic professionals who are eager to contribute their skills toward empowering others.

Pay: £24,573.33-£26,218.16 per year

Benefits:

Bereavement leave
Casual dress
Company pension
Health & wellbeing programme
Sick pay

Work Location: In person

Quick apply

Refine Your Search

client relations specialist jobs in poole

Debt Caseworker

Wealth Planning Team Leader - Wealth Management

Area support officer

Solicitor / FCILEX 2 – 6 Years’ PQE

Solicitor/FCILEX 5+ Years’ PQE

Registered Building Inspector

Relief Security Officer

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