Trainee Money & Debt Specialist Adviser

Citizens Advice; Taunton (MA); On-site; USD 27,000 - 33,000; Full time

Job summary

Citizens Advice Somerset offers a 12-month training programme to begin a career in money and debt advice, with mentored learning from experienced debt caseworkers. You will train, shadow sessions, and progress to supervised debt advice as you gain skills.

Successful candidates are confident, empathetic and precise, working within the Citizens Advice standards to help Somerset clients with debt, budgeting and income maximisation scenarios, including related welfare issues.

Qualifications

• Confident and empathetic candidate with high accuracy and attention to detail.
• Willingness to train through a 12-month programme paid for by the employer.
• Ability to learn from experienced debt caseworkers and work to high standards.

Responsibilities

• Learn and provide money, debt, budgeting and income maximisation advice.
• Support clients with welfare benefits, housing and related issues.
• Negotiate with creditors and draft letters on clients' behalf as needed.
• Maintain detailed case records and adhere to admin systems.
• Provide reports to the Service Manager and trustees.

Skills

Empathy

Attention to detail

Communication

Teamwork

Job description

This is an opportunity to begin a career in the money and debt advice sector providing life changing help for those struggling with money worries.

Trained through the industry qualification programme (paid for by us) and mentored by our experienced debt caseworkers you will learn from the very best. Training will run for a 12-month period, during this time you will complete the taught modules, shadow debt advice sessions, assist debt caseworkers and move into supervised debt advice when ready.

This is a rewarding role supporting people in Somerset through providing them with money, debt, budgeting and income maximisation advice. Successful debt specialists are confident, empathetic and exceptionally good at working to very high standards of accuracy and detail.

Main Responsibilities Of Role

• Work within the ethos and values of Citizens Advice Somerset.
• Develop positive,trustingand professional relationships with clients, colleagues,partnersand external agencies.
• Providepeersupportandguidance to other less experienced staff and volunteers.
• Provide money advice and casework (once trained) covering the full range of debt advice topics including priority and non-priority debt and money advice issues.
• Assist clients with related issues integral to their debt case such as welfare benefits advice, housing, other financial matters and income maximisation (incorporates applications for grants and other welfare schemes).
• Where appropriate undertake negotiations with clients' creditors and other relevant bodies and/or act for the client by drafting or writing letters and telephoning and negotiating with third parties as necessary.
• Prepare and present cases to the appropriate statutory bodies and courts as required including DRO, Breathing Space and bankruptcy applications.
• Maintain timely, accurate and detailed case records and adhere to administration systems

Identify and take-up research and campaigns issues, of both local and national importance

• Provide reports periodically to the Service Manager and trustee board.

Commit to regular mentoring and other training updates tomaintainand develop your knowledge and skills in accordance withthe Citizens Advice standards of practice.

FULL DETAILS AVAILABLE: https://citizensadvicesomerset.org.uk/work-with-us/