Financial Wellbeing Adviser

Citizens Advice BANES; Coventry; On-site; GBP 28,000 - 36,000; Full time

Job summary

Citizens Advice BANES is seeking a Generalist Adviser to support Coventry residents referred to the service, helping them move from immediate financial difficulty towards greater stability and independence.

The postholder will complete holistic assessments, agree personalised action plans and provide practical advice and casework on income maximisation, household costs, benefits and financial capability, recognising when regulated debt or other specialist advice is required and arranging

Responsibilities

• Complete holistic assessments of clients and their circumstances.
• Provide practical advice and casework on income maximisation, household costs and benefits.
• Recognise when regulated debt or specialist advice is required and refer to partner organisations.

Job description

Citizens Advice BANES is seeking a Generalist Adviser to support Coventry residents referred to the service, helping them move from immediate financial difficulty towards greater stability and independence.

The postholder will complete holistic assessments, agree personalised action plans and provide practical advice and casework on income maximisation, household costs, benefits and financial capability, recognising when regulated debt or other specialist advice is required and arranging