Citizens Advice Bury & Bolton (CABB) is a leading provider of legal advice and information, supporting thousands of clients every year. We are a busy, client focused and dynamic service with a track record of delivering high quality advice face to face, over the phone and digitally.

Our communities are facing unprecedented challenges with rising costs. The rising cost-of-living continues to directly impact individuals and families, with more people than ever in negative budgets and energy debt. Our teams provide support and empower vulnerable clients to manage their income, maximise income and assess their best strategies and options to address debt issues long-term.

There’s no ‘average’ client – advice is tailored, and each client is treated equally. It can sometimes be a challenging role, but you will be fully trained and supported, working as a key part of an approachable and supportive team in a rewarding environment – and working alongside an established team of social welfare law advisers, within our money advice team and across the organisation.

This is a fantastic opportunity for personal and professional development, including opportunities to obtain the Certificate in Money Advice Practice (CertMAP); the leading debt advice qualification for debt advisers in England, Wales and Northern Ireland.

About you:

• Experience working in the Money Advice/Debt sector
• Experience of managing a high caseload
• Excellent interpersonal skills to engage with a diverse range of clients,
• Organisational skills with the ability to adapt, prioritise deadlines and competing tasks in a fast-paced environment,
• A genuine passion for continual professional development,
• Be empathetic and compassionate,
• Be resilient and adaptable.

Key Tasks within this role include; 

• Provide high quality money & debt advice to clients (specific KPIs to be established), advising clients on sustainable budgeting, income maximisation and money management, in line with Financial Conduct Authority (FCA) guidance.
• Manage a varied and complex caseload
• Guide and empower clients – explaining options and implications to help clients make informed decisions about their next steps.
• Advise clients on sustainable budgeting, income maximisation and money management, in line with Financial Conduct Authority (FCA) guidance.
• Support client to maximise household income – referring for additional/ ongoing support in line with referral pathways. Communicate and negotiate with creditors to achieve sustainable repayment agreements.
• Support client to apply for assistance, charitable grants and make appropriate referrals where appropriate.
• Process charitable applications, collect and review evidence.
• Maintain clear case records for the purpose of continuity of casework, information retrieval, and statistical monitoring and report preparation (using national case management system, Casebook).

Key information

• Employer: Citizens Advice Bury & Bolton
• Role Type: Permanent
• Working Hours: Full-Time
• Working Hours Per Week: 35

To apply for this role:

Please submit copy of CV and Cover Letter using this link