Vacancy: Business and Casework Support Officer

News Vacancies

Business and Casework Support Officer

Contract:                  Permanent

Salary:                       £23,152 p.a.

Hours:                       37 hours a week (full time)

Location:                  Ipswich – Office Based

We’re looking for an enthusiastic and well-organised person to act as both Business Support and Money Advice Team Casework Support Officer.

This vital role supports the work of our entire business ensuring that the teams have the supplies that are needed every day to maintain and delivery our advice services. The work will involve maintaining and recording business data such as asset registers, and personnel records. You will act as first point of contact for team members, visitors, contractors and external partners

The post holder will also support the busy Money Advice team caseworkers with processing referrals into the team, conduct debt assessments over the phone or face-to-face – creating the financial statements used by the Money Advisers in their advice appointments, prepare applications for debt solutions, help clients to make claims for welfare benefits, and conduct regular review appointments with clients to check progress and agree next steps to progress cases.  A large part of the role is supporting the advisers to ensure we’re helping our clients as efficiently as we can.

We’re looking for somebody who is self-motivated, proactive, highly organised, and with a strong attention to detail. Everything we do gets recorded on our Case Management System, so you’ll need to be able to consistently work to a high level of accuracy when recording information and following procedures. We work closely together, so the ability to work as part of a team is essential.

Full training will be provided, so no financial or advice experience is required, but experience of working in an office environment and in a customer-facing role is desirable.

To apply to join our dynamic team, please send your CV and a Personal Statement demonstrating your competencies for the role to Lisa.Baxter@ipswichcab.org.uk.

For an informal discussion about the role please contact:  Lisa Baxter – Business Support Manager.

Email: Lisa.Baxter@ipswichcab.org.uk

Tel: 01473 219770

Closing date: Monday 10 February 2025 at 10:00

Interview date: TBC

Please note, in the event of a high number of applications, we reserve the right to close the application early.