Adviser

Citizens Advice CBG

Aberbargoed

Hybrid

GBP 21,000 - 27,000

Full time

14 days+

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Benefits offered by this job

Generous annual leave package
Hybrid Working (following completion)
Ongoing personal training and developm
24/7 access to Employee Assistance Pro
Pension scheme
Contractual sick pay
Casual dress code
Eye care voucher
Healthy work/life balance

Job summary

Citizens Advice Caerphilly Blaenau Gwent invites applications for an Adviser role (trainee role considered). Based in Bargoed with a wide range of services across Caerphilly and Blaenau Gwent, the post involves delivering high-quality advice via in-person, telephone and digital channels and may include home visits.

The successful candidate will support welfare benefits, debt, housing and energy advice, maintain case records, work closely with local partners, and engage with community venues.

Qualifications

  • Interview and advise clients by telephone, webchat and at Citizens Advice offices and community venues, covering Caerphilly and Blaenau Gwent.

Responsibilities

  • Interview and advise clients by telephone, webchat and at Citizens Advice offices and community venues covering Caerphilly and Blaenau Gwent. Some delivery may be from home visiting and/or community venues.
  • Provide advice on a wide range of issues including welfare benefits, debt, employment, discrimination, housing, energy and financial capability.
  • Work across multiple generalist advice projects across the Local Citizens Advice.
  • Refer internally or to other specialist agencies where appropriate.
  • Maintain detailed and accurate case records for continuity and reporting.
  • Assist with form filling, benefit calculations and gathering information.
  • Collaborate with staff to ensure smooth service delivery and engage with external organisations.

Skills

Interviewing clients
Advising clients
Numeracy for benefit calculations
Communication with clients
Teamwork
Outreach and home visits

Job description

Citizens Advice Caerphilly Blaenau Gwent (CACBG) is looking for an Adviser (trainee role considered) to join our busy team.

CACBG is one of the largest Citizens Advice services in Wales and the wider Citizens Advice network. We are an established and well-regarded local independent charity, providing free, impartial and confidential advice to our communities.

We deliver a wide range of services across Caerphilly, Blaenau Gwent and further afield, supporting people through a variety of advice channels. Our main office is based in Bargoed, where we provide services including drop-in sessions, appointments, telephone and written advice, as well as home visits where feasible.

We also operate weekly drop-in services at locations across Caerphilly and Blaenau Gwent, helping to ensure our advice is accessible to local communities.

Our Caerphilly office is home to a 150-seat contact centre, which delivers a range of digital advice services under contract to national Citizens Advice.

We are looking to recruit a highly motivated and committed individual to join our team as an Adviser within our Generalist Projects. This role will support a range of services, including Help to Claim, Energy and Generalist Teams.

The successful candidate will provide high-quality advice to clients across all Citizens Advice Caerphilly Blaenau Gwent projects, ensuring that all advice and casework meets the requirements of the Advice Quality Standard (AQS) and the Quality of Advice Assessment in Wales.

The role will involve providing advice through a range of channels, including:

  • In-person appointments

  • Telephone advice

  • Digital advice services

At times, the successful candidate will be required to work solely through telephone and digital advice channels.

We are looking for someone who is enthusiastic, adaptable and committed to delivering high-quality advice and support to our clients.

What we give our staff
  • We offer an attractive remuneration package with excellent benefits:

  • Generous annual leave package

  • Hybrid Working (following completion of a successful probationary period)

  • Ongoing personal training and development

  • 24/7 access to our Employee Assistance Programme, which also offers perks such as high street shopping discounts

  • Pension scheme

  • Contractual sick pay

  • Casual dress code

  • Eye care voucher

  • Healthy work/life balance

Role Profile
Main duties and responsibilities:
Advice and Information
  • Interview and advise clients by telephone, webchat and at Citizens Advice offices and community venues covering Caerphilly and Blaenau Gwent. This post will be based at Bargoed but some delivery will be out of the office i.e. home visiting and/or community venues. Delivery may be required out of hours including the possibility of some evening or Saturday work. Some services are provided solely by telephone and webchat between 8:00am and 6:00pm (staff will be rota’d between these hours)

  • Provide advice on a wide range of issues. There is particular emphasis in advice with welfare benefits, debt, employment, discrimination, housing, energy and financial capability

  • To work across multiple generalist advice projects across the Local Citizens Advice

  • Refer internally or to other specialist agencies where appropriate

  • Ensure that all work conforms to the Citizens Advice Caerphilly Blaenau Gwent Office Manual and relevant quality standards

  • Maintain detailed and accurate case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation. Ensuring all case records are updated in a timely manner

  • To provide clients with a wide range of assistance as required, including but not limited to:

    • assisting with form filling

    • performing benefit calculations

    • providing information, advice & guidance

    • negotiating with third parties

    • act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning

  • To work with other Citizens Advice Caerphilly Blaenau Gwent staff to ensure the smooth running of the service

  • Ensure good collaborative working with external organisations and partners

  • Carry out any other tasks within the scope of the post to ensure the effective delivery and development of the services

Research and Campaigns (R&C) Monitoring
  • Assist with R&C work by providing information about clients' circumstances, through the completion of Evidence Forms (EFs) and case studies.

  • Provide statistical information on the number of clients and nature of cases and provide regular reports to line management as required

  • Alert other staff to local and national issues

Professional Development
  • Keep up-to-date with legislation, case law, policies and procedures, and undertake appropriate training

  • Attend appropriate internal and external meetings as required

  • Read appropriate publications

  • Prepare for and attend regular supervision sessions

  • Be prepared to complete the Citizens Advice Generalist certificate in Generalist Advice Work or equivalent and other qualifications where required

External Relationships
  • Participate in community/service user consultation as part of service development

  • Maintain appropriate relationships with service users, community and partner representatives, attending liaison and meetings as required

Administration
  • Maintain local information systems

  • Use IT for statistical recording, record keeping and document production

  • Keep up to date with policies and procedures relevant to the post and undertake appropriate training

  • Ensure that all work conforms to Citizens Advice Caerphilly Blaenau Gwent’s standards and requirements

  • Maintain a library of reference material and case law

Other Duties and Responsibilities
  • Undertake any other duties in keeping with the general nature of the post

  • Promote the aims, principles and values of the service and abide by Citizens Advice Caerphilly Blaenau Gwent’s equal opportunity policies

  • Undertake travel within the area covered by Citizens Advice Caerphilly Blaenau Gwent as required, in order to be able to fulfil the duties of the post

  • Abide by health and safety guidelines and share responsibility for your own safety and that of colleagues

Person specification
Skills and Experience
  • Ability to research, analyse and interpret complex information

  • An understanding of the challenges faced by those with multiple issues including mental health

  • Understanding of the issues involved in interviewing clients away from the main Citizens Advice premises and an ability and willingness to do so

  • Ability to communicate with clients appropriately and effectively, identifying and supporting vulnerable clients

  • Ability and willingness to take on responsibility

  • Ability to adapt and work over multiple advice projects across different channels

  • Ability to plan and prioritise own work and meet deadlines and targets.

  • Effective written and verbal communication skills including negotiation skills

  • Ability to develop and maintain positive relationships with external organisations, and individuals

  • Numeracy skills required to perform and check benefit calculations and understand statistics

  • Ability to give and receive feedback sensitively and objectively, and a willingness to challenge constructively

  • Ability to monitor and maintain own standards

  • Ability to identify research and campaign issues and take appropriate action

  • Understanding of, and commitment to, working as part of a team.

  • Have access to a vehicle or other suitable transport to attend outreach venues and/or home visits

  • A commitment to self-development

Equal Opportunities
  • A full understanding of and commitment to the aims, principles and policies of the Citizens Advice service

  • A caring and non-judgemental attitude

  • An understanding of the needs of disadvantaged communities

  • An ability to take positive action and challenge discriminatory behaviour

In accordance with Citizens Advice national policy we may require the successful candidate to be screened by the DBS. However, a criminal record will not necessarily be a bar to your being able to take up the job.

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