Crisis Support & Benefits Advisor - No Experience Needed

Navigate; Devon and Torbay; On-site; GBP 26,000 - 28,000; Full time

Benefits offered by this job

Disability Confident employer

Job summary

Navigate is seeking an organised, compassionate Crisis Support and Benefits Officer in Devon. You will be the first point of contact for clients, conduct holistic assessments and connect people with the right adviser or service, with structured training and supervision provided.

Role involves supporting individuals in financial crisis, capturing information for benefit checks and referrals, and maintaining case records. Clinic-like support may include phone, video, or home visits as appropriate.

Qualifications

• No money-advice experience required; structured training provided.
• First point of contact for referrals, assess urgent needs and risks.
• Assist with benefit checks and evidence gathering after training.

Responsibilities

• Contact new referrals promptly and explain how the service can help.
• Complete a holistic assessment of each client’s circumstances, priorities, risks and communication needs.
• Help stabilise urgent situations involving food, fuel, housing, benefits, enforcement or other financial pressures.
• Complete benefit checks and support claims, evidence gathering and income-maximisation activity once trained.
• Help clients prepare information and documents for specialist money or debt advice.
• Allocate or refer clients to the right adviser, partner or external service and make warm referrals with consent.
• Keep in regular contact with clients awaiting specialist support and monitor their progress through the service.
• Provide flexible support by telephone, video, secure digital communication, outreach or home visit where appropriate.
• Maintain accurate AdvicePro records and promptly elevate safeguarding or high-risk concerns.

Skills

Listening

Empathy

Organisation

Communication

Tools

AdvicePro

Job description

Navigate is seeking an organised, compassionate Crisis Support and Benefits Officer in Devon. You will be the first point of contact for clients, conduct holistic assessments and connect people with the right adviser or service, with structured training and supervision provided.

Role involves supporting individuals in financial crisis, capturing information for benefit checks and referrals, and maintaining case records. Clinic-like support may include phone, video, or home visits as appropriate.