Money Advice Worker (Part Time Staff Position)
Welfare Rights Specialist
Job title: Money Advice Worker.
Reporting to: Money Advice Manager
Citizens Advice Edinburgh - Leith Bureau, 23 Dalmeny Street, Edinburgh, EH6 8PG and 58 Dundas Street, Edinburgh EH3 6QZ or depending on the needs of the service, work may be carried out at outreach locations as required and our other Bureaux:
8A&B Bath Street, EH15 1EY,
137 Dundee Street, EH11
Salary: £26,650 per annum (Pro-rata)
Benefits: Annual leave - 25 days and 10 public holidays (Pro-rata),
Pension - 7% employer’s contribution
Hours: Part time - 2 days per week (14 hours) – may increase if additional funding secured.
Debt and Money Advice has remained one of the two most common issues for which people seek advice and support on from Citizens Advice Edinburgh (CAE). Although CAE is a predominantly volunteer delivered service, the requirement for a consistent level of case management in some of the more complex debt advice requests and the necessity to meet regulatory standards, has meant that it is valuable for CAE to have a core establishment of paid Money Advisers. This is key to CAE in:
Retaining a high standard of expertise and reputation for giving good debt advice and supporting individual’s financial capability and inclusion.
Meeting City of Edinburgh Council Targets of providing 2,500 Type 1 and 500 Type 2 responses to enquires relating to problem levels of debt.
Providing evidenced data and practice examples to support applications for sustainable future funding.
Supporting the recruitment, training, and retention of Volunteers delivering Debt and Money Advice.
The post holders will have considerable skills in delivering debt and money advice and in working with clients who are experiencing financial hardship and poverty. They will also have considerable knowledge and experience of money advice procedures and standards.
They will be highly motivated to help support the work and continued development of CAE’s core money advice, be adaptable and open to testing new ways of working to ensure that CAE can meet demand with limited resources.
They will have excellent communication skills and an ability to provide training, motivation and guidance to volunteers and client groups.
The post holder be committed to CAE’s Aims and Principles ensuring impartiality and confidentiality when dealing with clients
Meeting clients experiencing financial difficulties, to understand their situation, identify suitable remedies and mediate on their behalf, by writing letters and making phone calls, where required.
Working in partnership with identified agencies and others with a common interest in money advice outcomes and, where appropriate, rreferring clients to other sources of help, for example solicitors, social workers or other internal departments
Maintaining confidential case records and administrative systems, including accessing the Debt Arrangement Scheme (DAS) for clients and maintain cases on DASH
Recording accurate and appropriate information through case recording systems, highlighting social policy issues and client case studies, to support managers with reports and compiling statistics
Supporting, training and mentoring volunteers to deliver debt and money advice, including offering technical support with case checking when required.
Providing training, talks and workshops to internal staff, external organisations or community groups
To provide reports and evidenced data and case work examples as required.
To attend support/supervision and appraisal sessions
To participate in service development.
Pro-actively engage in Continuous Professional Development through attending training events and seminars throughout the year.
Good Standard of general education
Evidence of vocational training/ qualifications
Skills & Experience
Experienced and authorised Money and Debt Adviser
Proven experience of working in financial environment, budgeting expertise or financial education
Proven experience of working with and increasing client’s knowledge and skills in financial capability and inclusion.
Experience of establishing effective partnerships with other agencies
Experience of assisting people with a wide range of vulnerabilities
Experience of using CASTLE, BASYS and DASH systems
Up to date knowledge of Welfare Rights
Experience of delivering training to volunteers and client groups
Experience of mentoring volunteers
Production of promotional and training materials
Knowledge & Attributes
Excellent written and oral communication
Strong client focus.
Good planning and organisational skills
Commitment to quality and continuous improvement
Ability to work on own initiative
Maintain strictest level of confidentiality on service delivery
Understanding of financial inclusion options
Statistical recording for evaluation/ monitoring
Values & Attitudes
Commitment to the support and empowerment of individuals and CAB aims and principles
Awareness of the social needs of local communities
Commitment to team working approach
Support the principle of volunteerism
Commitment to equality of opportunity
Proven ability to work within a community development or volunteer setting
The Application Process
Application deadline: Midnight on Sunday the 26th of May
Interview date: 30 May 2019 – time to be confirmed
Interview location: 23 Dalmeny Street, Edinburgh, EH6 8PG
Interview format: 50 minute panel interview.
Please email your completed application to firstname.lastname@example.org