Current jobs related to Debt Advisor - Wokingham - Citizens Advice Wokingham

**Debt Adviser**

**Role description**

**Line manager**:
Head of Operations

**Role purpose**:
To provide debt advice and casework service to clients in Wokingham Borough

**Key work areas and tasks**:
Delivery of money and debt advice

Supporting the debt team and other colleagues in debt advice area development

Contribute to the work of the Borough’s anti-poverty strategy by providing case studies and insights into the needs of our clients

**Normal place of work**:
Mixture of remote working and Waterford House, Erftstadt Court, Wokingham, RG40 2YF. Solely remote working can be considered.

**Hours**:
15 hours per week

**Salary**:
£26,359.66 full time equivalent + pension contribution

(Starting salary £24,957.45, increasing following satisfactory completion of Training)

**Role length**:
Fixed term to 31st September 2024

**Key accountabilities & responsibilities**

**Role profile**

Service delivery:

- Sensitively explore the client’s situation, including household and financial circumstances and details of debts
- Identify areas where clients could maximise income or minimise expenditure, such as benefit claims, and offer support or signpost/refer to other agencies where appropriate
- Provide information and advice to empower clients to act on their own behalf, including signposting to other agencies where appropriate
- Explore options and implications to enable the client to make informed decisions
- Provide full casework to the client where necessary, identifying the debt issue through to its resolution
- Provide the advice and/or casework through a mixture of channels

Training:

- To attend and successfully complete debt advice training to advice level followed by specialist training
- Keep up to date with legislation, case law, policies and procedures relating to money advice, and attend appropriate training; including reading relevant publications
- To identify and develop your own learning opportunities

Contribute to the team:

- Contribute to the efficient working of the team in delivering against the project delivery requirements
- Engage with team members, sharing knowledge and good practice and supporting each other to problem solve
- Attend and participate in local team meetings, Money Advice Groups, project regional manager/adviser events and National Citizens Advice conferences as recommended by your line manager

Management Information:

- Set up and maintain casework and other admin systems as required
- Maintain client records to required standards on the organisation’s management information system
- Ensure clients are encouraged to feedback on the service they received

Quality:

- Continually meet the requirements of the project’s Quality Framework and engage with Quality supervision and support services

Equality and Diversity:

- Ensure that work undertaken reflects and supports the service’s Equality and Diversity Strategy

IT Proficiency:

- Develop and maintain Information Technology proficiency to support your work requirements

Other duties and responsibilities:

- Participate in research & campaigns work, as organised within the organisation and at regional or national level by raising evidence forms, providing case studies etc
- Comply with all the organisation’s published policies and procedures, with attention to Health and Safety, Risk Management, Confidentiality, Home Working policies and Equal Opportunities.
- Uphold the aims and principles of the organisation
- Undertake any other duties as might be reasonably required within the scope of the role.

**Required capabilities**:

- Analytical thinking
- Working collaboratively
- Initiative
- Motivating performance
- Interpersonal & influencing skills
- Coaching & developing others
- Critical information seeking
- Ability to prioritise
- Decisive

**Person specification**

**Essential**:
Knowledge and awareness of debt advice services
- An ability to demonstrate a high level of commitment to training, identify own training needs and participate in continued personal development opportunities
- The ability to prioritise tasks and work to deadlines using own initiative
- The ability to communicate effectively, both orally and in writing with a range of people and organisations
- Good numeracy skills with the ability to carry out efficient calculations and prepare budgets for clients
- Ability to use IT for statistical recording, record keeping and document production
- The ability to work effectively and collaboratively as part of a team and work without close supervision and having self-awareness to enable giving and receiving feedback; and constructive engagement to achieve development goals
- Ability and willingness to follow agreed procedures
- Ability to work in a sensitive, enabling and non-judgemental way with people from a wide range of backgrounds
- Ability to maintain confidentiality and appropriate professional boundaries
- Ability to demonstrate a commitment to the aims and principles of the C