Income Maximisation Officer

1 week ago

Ipswich, Suffolk, United Kingdom Citizens Advice Ipswich Full time

Income Maximisation Officer

Job Title:
Income Maximisation Adviser

Salary Scale:
£19,500 (rising to £21,000 following satisfactory probation)

Hours: 37 hours per week

Responsible to:
Senior Income Maximisation Officer

Role overview
To deliver tailored and relevant advice to help clients maximise their income, reduce and provide personalised budgeting support.

To identify any additional benefits to which the client may be entitled and to explore opportunities by which clients can maximise household income or reduce expenditure.


Working within the Energy and Income Maximisation team, the role will support those clients who have been referred for money and energy related support as well as client referrals from other teams within Ipswich Citizens Advice.


The role involves client support at the Tower Street office, over the phone or in-person at other outreach locations around Ipswich.


Key Responsibilities
As an Income Maximisation Officer you will be supported by an experienced and qualified Team

Senior and receive full training.

Accountability for learning and participation in any specified training activities (online as well as in person) will work alongside direct work experience to enable you to work towards and fulfil the following responsibilities:

Service Delivery & Casework

  • To carry out face to face work with clients providing advice and support, helping them learn about money management and budgeting, and giving them confidence to do this
  • Awareness of possible support needed for clients who are digitally excluded
  • To be responsible for managing own case load; researching individual cases, assessing problems and identifying solutions
  • Ensure income maximisation through the take up of appropriate benefits, tariffs and grants (CTR, DHP, LITE water, energy options)
  • Complete benefit checks to ensure clients are in receipt of the correct benefit entitlement
  • Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate
  • Assess barriers to full income (i.e. sanctions, debt/ arrears repayments )
  • Participate in outreach sessions money advice clinics as required
  • Liaise with statutory and nonstatutory organisations and represent the Service to outside bodies as appropriate
  • To develop and maintain knowledge of money management advice, welfare benefits and reform and financial inclusion

Administration & IT

  • Record and maintain client records and case information in line with data protection legislation, Citizens Advice policy and procedures and our quality standard mark
  • Use IT accurately for recording, record keeping, statistics, document production and communication
  • Keep up to date with policies and procedures relevant to the business and to undertake any appropriate training, as instructed
  • Adhere to Data Protection policies

Professional Development

  • Remain up to date with local welfare support options, energy advice, benefits advice and how these may relate to the client group being served
  • Be aware and work in accordance with Citizens Advice policies and procedures relating to the quality of advice and case management
  • Prepare for and attend 121s, team meetings, any learning or supervision sessions and external meetings, as agreed with the line manager
  • To attend training and development courses as required and as agreed with the line manager
  • Contribute to and assist with any improvements to service delivery or team processes

Other Duties and Responsibilities

  • Health & Safety: To take all due care in respect of Health and Safety at work and ensure compliance at all times with the relevant policies and procedures
  • Equal Opportunities: To carry out the responsibilities of the post taking due regard of Citizens Advice Dignity at Work and any associated policies and procedures
  • Risk Management: To notify the Business Manager of any new, emerging or potential risks
  • Data Quality: To ensure that all necessary data is provided in a timely manner, is fit for purpose and meets Information Assurance Standards.
  • Other: Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the service
  • Demonstrate commitment to the aims and policies of the Citizens Advice service

Person Specification

Essential Criteria

Qualifications:
Numerate to an intermediate level (at least GCSE/ Level 2 equivalent and/ or relevant experience to support this)

Excellent verbal and written skills

Is trained in advice provision or other client facing assessment work

Skills/Competencies:
Effective oral communication skills with particular emphasis on negotiating and representing

Effective interview skills to understand the complexity of client issues, their capacity to act and their needs and preferences

Can use organisational IT systems, client referencing systems and Microsoft packages to

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