Financial Wellbeing Adviser with Casework (Money, Debt & Income maximisation)
Citizens Advice · Somerset, CO · 1 mo ago
FinanceFull-time
How we use cookies to help you It looks like you have JavaScript turned off. You need it to accept or reject cookies on our site. As it’s turned off, we’ll only use the essential cookies our website needs to work. This means some things, like videos, might not work for you. You can find out more about the cookies we use. How we use cookies to help you We use essential cookies to make our site work. We'd Also Like To Use Some Additional Cookies To see what help people need most, so we can make our site betterhelp us campaign for changes that make things fairer for everyonelet you watch videos on the site Find out more about how we use cookies and keep your data safe. Tell us if you want to accept or reject additional cookies. If you don’t make a choice, some additional cookies will be turned on by default. Choose cookies You’ve accepted additional cookies. You can change your cookie settings at any time You’ve rejected additional cookies. You can change your cookie settings at any time Working as part of an experienced team, this role will support people in the local community through the provision of holistic Financial Wellbeing Advice (Money, Debt, Income Maximisation and Budgeting). Holistic debt advice will include an element of income maximisation alongside money advice and specialist debt advice. The role requires someone that is highly organised with great attention to detail, efficient and empathetic and who works to high standards of accuracy. The postholder will deliver services within a quality assured framework and the requirements of the Financial Conduct Authority. This role will be suitable for someone that has excellent people and communication skills, with an aptitude for learning and an ability to complete the adviser training programme within the learning framework timetable. Our training programme includes both online and in person modules. The post will be based at one of our offices and will include pre-arranged client appointments in person and by phone at various community locations in the area by prior arrangement.