Financial Inclusion Advisor — Remote & Flexible Hours

Citizens Advice; Coventry; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

Coventry Citizens Advice is seeking a Generalist Adviser to support Coventry residents moving from immediate financial difficulty toward greater stability. The postholder will complete holistic assessments, agree personalized action plans and provide practical advice and casework on income maximisation, household costs, benefits and financial capability.

They will recognise when regulated debt or other specialist advice is required and arrange an effective referral to partner organisations.

Qualifications

• Holistic assessments and personalized action plans.
• Advice on income maximisation, household costs and benefits.

Responsibilities

• Provide practical advice and casework on financial wellbeing.
• Refer to regulated debt or specialist services when required.

Job description

Coventry Citizens Advice is seeking a Generalist Adviser to support Coventry residents moving from immediate financial difficulty toward greater stability. The postholder will complete holistic assessments, agree personalized action plans and provide practical advice and casework on income maximisation, household costs, benefits and financial capability.

They will recognise when regulated debt or other specialist advice is required and arrange an effective referral to partner organisations.