Warning
Mae'r hysbyseb swydd hon wedi dod i ben ac mae'r ceisiadau wedi cau.
Trainee / Money Advice Debt Caseworker
| Dyddiad hysbysebu: | 19 Mehefin 2024 |
|---|---|
| Cyflog: | £25,750 i £27,810 bob blwyddyn, pro rata |
| Gwybodaeth ychwanegol am y cyflog: | Salary will rise to £27810 upon successful completion of probation |
| Oriau: | Rhan Amser |
| Dyddiad cau: | 05 Gorffennaf 2024 |
| Lleoliad: | Grantham, Lincolnshire |
| Gweithio o bell: | Hybrid - gweithio o bell hyd at 1 diwrnod yr wythnos |
| Cwmni: | Citizens Advice South Lincolnshire |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: |
Crynodeb
Role purpose
To work as part of the Money Advice Team to provide specialist debt and money
advice to clients of Citizens Advice.
Core Duties
● Provide advice and casework covering the full range of debt and money
issues. This may be via telephone, email, video or in a face to face
capacity.
● Taking client instructions; this may include, but is not limited to; drafting
letters/emails to the client and third parties, preparing financial
statements and negotiating with third parties.
● Efficiently deal with any communication from the client and third parties
● To be willing to go the extra mile and provide the best possible outcome
for clients
● To provide excellent client care and recognise the benefits of this.
● Ensure income maximisation through the take up of appropriate welfare
benefits.
● Prepare and present cases to the appropriate statutory bodies, tribunals
and courts as appropriate.
● To carry and manage own caseload, opening/closing cases appropriately,
and carrying out reviews in accordance with MaPS guidance.
● To recognise when a client may be considered ‘vulnerable’ and the policy
and procedures in place to provide extra support when required.
● Assist clients with other related problems where they are an integral part
of their case and refer to other advisers or specialist agencies as
appropriate.
● To work cooperatively with other staff and volunteers to provide advice
and assistance across the whole range of debt and money advice issues.
● Ensure that all casework conforms to the Citizens Advice Office Manual
and the Advice Quality Standard and/or the Specialist Quality Mark as
appropriate.
● To ensure that Money Advice Services meet FCA, MaPS, and other
appropriate Quality Standards
● To accurately record and work towards the achievement of agreed
organisational, departmental and individual KPIs and targets
● Maintain accurate case and client records using a case management
system for the purpose of continuity of casework, information retrieval,
statistical monitoring and report preparation.
● Ensure that all work conforms to the Citizens Advice systems and
procedures.
Research and Campaigns
● Assist with research and campaigns work by providing information about
clients' circumstances.
● Provide statistical information on the number of clients and nature of
cases and provide regular reports to Citizens Advice management.
Professional Development
● Keep up to date with legislation, case law, policies and procedures relating
to debt and money advice and undertake appropriate training.
● Take responsibility for acquiring the required CPD points necessary for
contract compliance.
● Read relevant publications.
● Attend relevant internal and external meetings as agreed with the line
manager.
● Prepare for and attend supervision sessions/team meetings/management
team meetings as appropriate.
● Assist with Service initiatives for the improvement of services.
Administration
● Review and make recommendations for improvements to Citizens Advice
services.
● Maintain local information systems.
● Use IT for statistical recording, record keeping and document production.
● Keep up to date with policies and procedures relevant to Citizens Advice
work and undertake appropriate training.
● Attend internal and external meetings as agreed with the manager.
● Maintain close liaison with relevant external agencies.
● Maintain a library of reference material and case law.
Public Relations
● Liaise with statutory and non-statutory organisations and represent the
Service on outside bodies as appropriate.
● An ability to establish good working relationships with colleagues and
stakeholders including service users and a wide range of agencies.
Other Duties and Responsibilities
● Carry out any other tasks that may be within the scope of the post to
ensure the effective delivery and development of the service.
● To positively represent Citizens Advice and demonstrate commitment to
the aims and policies of the Citizens Advice service.
● Abide by health and safety guidelines and share responsibility for your
own safety and that of colleagues.
To work as part of the Money Advice Team to provide specialist debt and money
advice to clients of Citizens Advice.
Core Duties
● Provide advice and casework covering the full range of debt and money
issues. This may be via telephone, email, video or in a face to face
capacity.
● Taking client instructions; this may include, but is not limited to; drafting
letters/emails to the client and third parties, preparing financial
statements and negotiating with third parties.
● Efficiently deal with any communication from the client and third parties
● To be willing to go the extra mile and provide the best possible outcome
for clients
● To provide excellent client care and recognise the benefits of this.
● Ensure income maximisation through the take up of appropriate welfare
benefits.
● Prepare and present cases to the appropriate statutory bodies, tribunals
and courts as appropriate.
● To carry and manage own caseload, opening/closing cases appropriately,
and carrying out reviews in accordance with MaPS guidance.
● To recognise when a client may be considered ‘vulnerable’ and the policy
and procedures in place to provide extra support when required.
● Assist clients with other related problems where they are an integral part
of their case and refer to other advisers or specialist agencies as
appropriate.
● To work cooperatively with other staff and volunteers to provide advice
and assistance across the whole range of debt and money advice issues.
● Ensure that all casework conforms to the Citizens Advice Office Manual
and the Advice Quality Standard and/or the Specialist Quality Mark as
appropriate.
● To ensure that Money Advice Services meet FCA, MaPS, and other
appropriate Quality Standards
● To accurately record and work towards the achievement of agreed
organisational, departmental and individual KPIs and targets
● Maintain accurate case and client records using a case management
system for the purpose of continuity of casework, information retrieval,
statistical monitoring and report preparation.
● Ensure that all work conforms to the Citizens Advice systems and
procedures.
Research and Campaigns
● Assist with research and campaigns work by providing information about
clients' circumstances.
● Provide statistical information on the number of clients and nature of
cases and provide regular reports to Citizens Advice management.
Professional Development
● Keep up to date with legislation, case law, policies and procedures relating
to debt and money advice and undertake appropriate training.
● Take responsibility for acquiring the required CPD points necessary for
contract compliance.
● Read relevant publications.
● Attend relevant internal and external meetings as agreed with the line
manager.
● Prepare for and attend supervision sessions/team meetings/management
team meetings as appropriate.
● Assist with Service initiatives for the improvement of services.
Administration
● Review and make recommendations for improvements to Citizens Advice
services.
● Maintain local information systems.
● Use IT for statistical recording, record keeping and document production.
● Keep up to date with policies and procedures relevant to Citizens Advice
work and undertake appropriate training.
● Attend internal and external meetings as agreed with the manager.
● Maintain close liaison with relevant external agencies.
● Maintain a library of reference material and case law.
Public Relations
● Liaise with statutory and non-statutory organisations and represent the
Service on outside bodies as appropriate.
● An ability to establish good working relationships with colleagues and
stakeholders including service users and a wide range of agencies.
Other Duties and Responsibilities
● Carry out any other tasks that may be within the scope of the post to
ensure the effective delivery and development of the service.
● To positively represent Citizens Advice and demonstrate commitment to
the aims and policies of the Citizens Advice service.
● Abide by health and safety guidelines and share responsibility for your
own safety and that of colleagues.
Aelod balch o'r cynllun cyflogwyr Hyderus o ran Anabledd
Hyderus o ran Anabledd
Gwybodaeth am Hyderus o ran Anabledd
Yn gyffredinol, bydd cyflogwr Hyderus o ran Anabledd yn cynnig cyfweliad i unrhyw ymgeisydd sy'n datgan eu bod yn anabl ac yn bodloni'r meini prawf lleiaf ar gyfer y swydd fel y diffinnir gan y cyflogwr. Mae'n bwysig nodi, mewn rhai sefyllfaoedd recriwtio fel nifer fawr o ymgeiswyr, cyfnod tymhorol ac amseroedd prysur iawn, efallai y bydd y cyflogwr am gyfyngu ar y niferoedd cyffredinol o gyfweliadau a gynigir i bobl anabl a phobl nad ydynt yn anabl. Am fwy o fanylion ewch i Hyderus o ran Anabledd.