Specialist Money Advisor

Recruiter
Cambridge and District CAB
Location
Cambridge
Salary
27358.00 GBP Annual + + benefits
Posted
13 Feb 2019
Closes
13 Mar 2019
Contract Type
Permanent
Hours
Full Time

CAMBRIDGE AND DISTRICT CITIZENS ADVICE BUREAU

Closing date: 4th March 2019 5pm

Interviews: week beginning 11th March 2019

Job Description

Job Title: Specialist Money Advisor

Employer: Citizens Advice Bureau Ltd

Responsible to: Specialist Team Development Manager

Based at: 66 Devonshire Road, Cambridge. CB1 2BL

Purpose of Job: To provide advice, support and education in the areas of debt and financial capability

MAIN RESPONSIBILITIES

1 Debt advice at specialist help level (including housing advice); income maximisation and financial capability;

2 Planning and development

3 Support and training both internally and externally;

4 Administration duties and responsibilities;

5 Development and recruitment;

6 Research and Campaigns, in particular to focus in areas of high financial exclusion;

1 DEBT MANAGEMENT, INCOME MAXIMISATION, FINANCIAL CAPABILITY

  • Act as Specialist Money Adviser, advising clients with complicated debt problems;
  • Negotiate with creditors as appropriate;
  • Assist clients to implement the chosen debt strategy, which is suitable, realistic and sustainable for the client's needs.
  • Apply income maximisation (Benefit Checks) to money advice and debt work;
  • Assist clients with financial capability issues such as reducing expenditure, helping client's to get the best energy deals and helping to apply for the water social tariff etc.
  • Look to empower our client's where appropriate
  • Deliver the above services both at Devonshire Road outreach locations within Cambridge City and South Cambridgeshire.
  • Assist with current bureau projects, as required.

2 PLANNING AND DEVELOPMENT

  • Contribute to the business plan as required by the Bureau Management;
  • The development of suitable outreach locations by new methods and with new partners;
  • Advise the Specialist Team Development Manager on service delivery issues and problems;
  • Contribute to activities, procedures and systems so as to promote common practices within the advice team
  • Utilise IT systems and other resources.
  • Participate in bureau initiatives as appropriate and contribute to the work of associated committees, working parties and projects.

3 SERVICE DELIVERY

  • Provide technical casework and support to advisers including case checking and feedback;
  • Provide training in the areas of debt and financial capability, both internally (to advisors) and externally (to frontline workers and end users)
  • Respond to money advice needs, in particular the needs of identified disadvantaged groups and the different geographical and demographic areas;
  • Ensure that systems are developed and maintained for case recording, statistics, follow up work and quality control, in partnership with other members of the team;
  • To be a team player and attend meetings as necessary.

4 ADMINISTRATION

  • To ensure effective and efficient administrative systems are maintained;
  • Abide by the health and safety policy with regard to staff, equipment and premises with statutory requirements;
  • Proper case recording and recording of statistical information with regard to money advice clients and workload.

5 TRAINING, DEVELOPMENT AND RECRUITMENT

  • Keep up to date with legislation, case law, policies and procedures relating to debt and undertake appropriate training.
  • Read relevant publications provided by the Bureau.
  • Attend relevant internal and external meetings as agreed with the line manager.
  • Prepare for and attend supervision sessions/team meetings/management team meetings as appropriate.
  • Assist with service initiatives for the improvement of services and make recommendations where improvements can be made.
  • During a 12 month period, you are to achieve the equivalent of 16 CPD points and record these within your own Wiseradviser learning account.
  • To ensure that you make time in your own calender, for your own development (each month)

6 RESEARH AND CAMPAIGNS (R&C)

  • Assist with R&C work by providing information about clients' circumstances, either anonymously or with the client's consent.
  • Provide statistical information on the number of clients and nature of cases and provide regular reports to Bureau management.
  • Monitor service provision to ensure that it reaches the widest possible client group
  • Alert other staff to local and national issues.
  • Liaise with statutory and non-statutory organisations and represent the Service on outside bodies as appropriate.
  • The successful applicants will ideally have 2 years' experience in a relevant advice setting

Benefits

  • 7% pension contribution
  • Holiday: 24 days pa plus Bank Holidays. 1 additional day each 12 months. Up to 4 days Christmas closure
  • Interest free loans for travel and 10% discount on season tickets
  • Death in Service insurance
  • Flexible working hours
  • Variety of learning and development options
  • Family Flexible policies including job sharing

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