Bank Workers Charity
Visiting Caseworker

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We're looking for an experienced and compassionate Interim Visiting Caseworker to join our Services & Grants team for 12 months.
Location: Home-based working with regular travel across the North West of England and monthly travel to our head office in London.
Contract type: 12 months fixed term. Monday-Friday, 35 hours a week.
Starting Salary: £39,095 per annum.
About the role
We are looking for an experienced and compassionate Interim Visiting Caseworker to join our Services and Grants team for 12 months. This home-based role will support clients across the North West of England, with regular travel to meet clients and work with partners.
You will manage a varied caseload, complete in-depth assessments by phone, video call or face to face, and provide practical advice, advocacy and ongoing support to clients experiencing crisis, distress, financial difficulty, disability, long-term health conditions or other complex challenges.
Key responsibilities:
- Assess client needs and agree tailored support plans
- Provide advice and guidance on welfare benefits, budgeting, housing, employment, care, debt and wellbeing
- Support benefit checks, mandatory reconsiderations and appeals where appropriate
- Prepare clear case notes and grant reports, and maintain accurate records
- Work with statutory agencies, partners and referral organisations to secure the right support for clients
- Follow safeguarding, confidentiality, data protection and lone working procedures at all times
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About you
You will have significant experience supporting people in distress or crisis, including people living with disability, long-term health conditions or complex personal circumstances.
You will be confident managing a caseload, assessing needs, prioritising effectively and building trust while maintaining clear professional boundaries.
- Strong knowledge of welfare benefits and client support services
- Excellent communication, administration and report-writing skills
- Ability to work independently from home and travel regularly across the North West
- Willingness to travel to London at least once a month, and more often where required
- Experience of grant administration, partnership working, CRM systems or benefit appeals would be advantageous
About Bank Workers Charity
We’re the charity for past and present bank employees and their families – here when life gets tough.
Every year, we help thousands of people navigate challenges such as financial problems, mental health concerns, and housing issues. We do that through free, confidential support, from expert advice and specialist referrals to financial grants.
We believe everyone deserves support when they need it most, and we work hard to make sure that happens. If you care about making a real difference to people’s lives, you’ll be in good company.


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What we offer
We’ve put a lot of energy into being a great place to work. We’re proud of our supportive culture and commitment to equality, diversity and inclusion. There are plenty of learning opportunities, and as a wellbeing charity, we aim to be a leader in wellbeing support for our people.
Our benefits include:
- 28 days holiday, plus statutory bank holidays
- 8% employer contribution to Bank Workers Charity’s pension scheme and up to 3% matched with employee contributions
- A wide range of employer-funded wellbeing experiences through Heka
- Flexible benefit provision (including Bupa plan, cycle to work, payroll giving and electric car scheme)
- Group Life Cover (three times annual salary)
- Weekly wellbeing half hour
- Employee Assistance Programme
If you’re a skilled caseworker who can quickly build relationships, provide practical and compassionate support, and make a meaningful difference to people facing challenging circumstances, we would welcome your application.
For more information about the Bank Workers Charity, please visit www.bwcharity.org.uk
Bank Workers Charity is committed to supporting diversity and inclusion and welcomes applications from all backgrounds and communities.
Additional information
This role is subject to an Enhanced Disclosure & Barring Service check before the appointment is confirmed.
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