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Citizens Advice

Money Adviser / Caseworker (Trainee)

Newbury
£22.2k/yr
Posted about 21 hours ago
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Citizens Advice West Berkshire is looking to recruit a Money Adviser / Caseworker (Trainee) to join our advice team.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

Start with a chat, not a search bar

Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

The role is initially 28.5 hours per week (Monday - Thursday). Three days will be worked from 9am to 4.30pm or 9.30am to 5pm, and one day from 9am to 5pm. All working days include a 30-minute unpaid lunch break.

The role is made up of two separately funded parts:

  • 24.5 hours per week, fixed-term until 31 March 2027, with the possibility of extension for up to a further two years subject to funding.
  • An additional 4 hours per week, fixed-term until 31 January 2027, which may also be extended subject to funding.

Salary

  • 24.5 hours per week: £19,110 per annum, pro rata
  • Additional 4 hours per week: £3,120 per annum, pro rata

Job Description

You will provide money advice and casework to clients throughout the debt advice process. This will include dealing with emergencies, maximising income, providing budgeting advice and helping clients understand the debt solutions and options available to them.

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The Role Will Include

  • Gathering relevant information about clients’ circumstances and financial situations
  • Explaining debt solutions and helping clients make informed decisions
  • Advising on rights, options and consequences for resolving debts
  • Liaising and negotiating with creditors
  • Preparing referrals to the DRO Hub
  • Completing welfare benefit checks and helping with applications where appropriate
  • Maintaining accurate case records and continuity of casework

Training And Experience

This is a training role and accredited training will be provided as part of the job.

We welcome applications from people with generalist or other relevant advice experience who would like to develop their skills in money advice and casework, as well as from experienced or qualified money advisers/caseworkers.

We may close recruitment early if we receive a high number of applications, so please apply as soon as possible.

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Skills

Money Advice
Casework
Debt Solutions
Budgeting Advice
Negotiation
Welfare Benefit Checks
Case Recording
Client Assessment

Location

Newbury, England, United Kingdom

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