Senior Money Adviser
MILTON KEYNES CITIZENS ADVICE BUREAU
22,408 per year
Central Milton Keynes
Full-time
Listed today
Citizens Advice Milton Keynes Job Description Role: Contract: Hours: Reports to: Location: Salary: Senior Money Adviser 12 Month Fixed Term 36 hours per week – Monday to Friday Head of Service Acorn House 361 Midsummer Boulevard Central Milton Keynes MK9 3HP (Salary Band 4) £22,408 per annum This job description is a guide to the work that you will initially be required to undertake. It may be altered from time to time to meet changing circumstances. Main purpose of post: The Senior Money Adviser will • Deliver support and advice to clients on money and debt issues, via the full range of delivery channels offered by Citizens Advice Milton Keynes • Comply with all quality standards and contract expectations under the AQS scheme and FCA regulations. • Develop and maintain strong working relationships with colleagues across all levels of Citizens Advice Milton Keynes, and beyond • To provide specialist support and assistance to volunteers and caseworkers working under the MaPS contract • To personally take forward complex cases that require more specialist advice and casework. Key Responsibilities: Casework • Provide detailed casework covering the full range of money advice • Assess and effectively diagnose a clients’ money advice and debt needs, ensure the advice delivered is appropriate and within agreed deadlines • Deliver one-off specialist money advice or casework across the service, where funding and priorities allow • Assist and advise on the preparation of a financial statement, providing template letters and other such means to help the client to progress their case March 2019 Citizens Advice Milton Keynes Job Description • Advise clients and assist where necessary on calculating, drafting or writing letters, negotiating with creditors, third parties and/or exercising formal appeal rights, as appropriate • Research and explore options and implications so that the client can make informed decisions • Negotiate with stakeholders and obtain sources of evidence from other agencies as required, to progress cases effectively • Maintain clear case records for the purpose of continuity of casework, information retrieval, and statistical monitoring and report preparation • Regularly review cases, ensuring all key dates/ deadlines are met • Act as a specialist and provide support to staff and volunteers across the organisation on debt and money advice issues • Refer/ signpost to other advisers or specialist agencies as appropriate • Ensure that all casework conforms to the bureau's Office Manual and Citizens Advice QAA standards. • Ensure income maximisation through the take up of appropriate benefits • Work with Quality & Compliance Officer to undertake Independent File Reviews (IFR) Research and Campaigns • Provide statistical information on the number of clients and nature of cases and provide regular reports to Head of Service and Director. • Assist with research and campaigns work by identifying suitable cases that demonstrate injustice or unfairness and refer to the R&C Lead • Monitor advice enquiries, contributing to research and campaign projects locally, and across the Citizens Advice network Professional development • To ensure through reading, training and consultancy, that your own level of knowledge around money advice law is up-to-date and that this is disseminated as appropriate • To identify your own training needs in conjunction with the Head of Service and be prepared to undertake appropriate training in line with the learning and development plan • Deliver training (internally and/ or externally), either through formal training sessions, or ‘on the job’ coaching to colleagues. • Keep up to date with policies and procedures relating to advice work and undertake appropriate training. March 2019 Citizens Advice Milton Keynes Job Description • Attend relevant internal and external meetings in agreement with your line manager. • Prepare for and attend supervision sessions/staff meetings/management team meetings as appropriate. Other duties and responsibilities • Maintain close liaison with relevant external agencies. • Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the service. • Demonstrate commitment to the aims and policies of the CAB service. • Abide by Health and Safety guidelines and share responsibility for own safety and that of colleagues. March 2019