Advice Administrator

Arc Recruitment; Halifax; On-site; GBP 21,000 - 27,000; Full time

Job summary

Arc Recruitment (Yorks) Ltd is seeking an Advice Administrator to provide practical guidance and support to customers, including those in vulnerable circumstances, from a mobile advice van. You will assess needs, deliver tailored advice, and refer to funding or services while maintaining records in CRM and supporting reporting.

You will attend community events, collaborate with partners, and help improve service delivery.

Qualifications

• Excellent communication and customer service skills.
• Strong IT skills with CRM systems and Microsoft Office.
• Empathy and a commitment to supporting vulnerable customers.
• Ability to manage workloads and meet targets.
• Driving licence and access to a vehicle are required.

Responsibilities

• Provide tailored advice and support to customers.
• Assess customer needs and identify funding opportunities.
• Deliver telephone and face-to-face guidance, including vulnerable customers.
• Maintain accurate records in CRM and generate reports.
• Complete administrative tasks and help meet project targets.
• Attend community events and build relationships with partners.
• Identify ways to improve processes and service delivery.
• Work collaboratively with colleagues to ensure effective delivery.

Skills

Customer service

Communication

Organisational skills

CRM systems

MS Office

Empathy

Teamwork

Tools

CRM systems

Microsoft Office

Job description

Job Title: Advice Administrator

Job Description

We are seeking a proactive, customer-focused Advice Administrator to provide practical advice and support to customers, particularly those in vulnerable circumstances. The role involves working from a mobile advice van, attending community events, providing telephone and face-to-face support, and completing administrative duties. The successful candidate will assess customer needs, provide tailored guidance, identify eligibility for funding and financial assistance, and refer customers to relevant support services. They will also maintain accurate records, contribute to reporting, build relationships with partner organisations and help improve service delivery.

Key Responsibilities

• Provide high-quality, tailored advice and support to customers.
• Conduct customer assessments and identify appropriate support and funding opportunities.
• Deliver telephone and face-to-face advice, including support for vulnerable customers.
• Maintain accurate customer records and update CRM systems.
• Complete administrative tasks and assist with reporting.
• Meet agreed KPIs and contribute to overall project targets.
• Attend community events and develop relationships with partner organisations.
• Identify opportunities to improve processes and customer service.
• Work collaboratively with colleagues to ensure effective service delivery.

Essential Requirements

• Full, valid UK driving licence and access to a vehicle for business use.
• Appropriate business insurance, with eligible mileage expenses reimbursed.
• Ability to drive a large commercial van.
• Basic DBS check.
• Excellent communication, customer service and organisational skills.
• Strong IT skills, including CRM systems and Microsoft Office.
• Ability to manage workloads, meet targets and maintain accurate records.
• Empathy and a commitment to supporting vulnerable customers.
• Previous experience in customer service, advice provision or administration is desirable. Candidates must be proactive, adaptable and able to work independently and as part of a team