Financial Wellbeing Adviser - Energy Mentor
| Dyddiad hysbysebu: | 14 Gorffennaf 2025 |
|---|---|
| Cyflog: | Heb ei nodi |
| Gwybodaeth ychwanegol am y cyflog: | upto £25,700, plus employees assistance programme and perks |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 28 Gorffennaf 2025 |
| Lleoliad: | SN1 1HE |
| Gweithio o bell: | Hybrid - gweithio o bell hyd at 2 ddiwrnod yr wythnos |
| Cwmni: | Swindon and District Citizens Advice Bureau |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: | 07/2025/2 |
Crynodeb
The role focuses on helping people navigate challenges related to Financial insecurity with a primary focus on proactively helping residents to tackle the causes of fuel poverty.
You will provide a multi-channel advice service, including some home visits.
This team champion Financial Wellbeing in Swindon and promote opportunities to embed financial inclusion across the borough, delivering outcomes focussed advice, helping people to find a way forward with the problems they face
Key Work Areas and Tasks
Advice & Casework
Provide information and advice (generalist level) with a particular focus on, but not limited to, energy advice, budgeting support and income maximisation.
Interview and advise clients face to face in the office, at a variety of outreach locations, over the phone, or at home visits.
Work with people (individually or in small groups) to develop their knowledge, skills and confidence in efficient energy usage and making informed choices on managing their budgets.
Supporting clients from diverse communities, using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to address
Empower clients to take action to resolve their problems. This might include supporting them to draft or write letters, make phone calls, or referring them to another appropriate organisation
Research and apply for local solutions to help the client (eg food bank vouchers, fuel vouchers, local grants and assistance funds)
Be a champion for all aspects of Financial wellbeing and Inclusion within the Borough, working with partners to embed financial capability knowledge and Energy efficiency.
Ensure that all work conforms to the Citizens Advice Quality Standard.
Maintain case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.
Project Work
Attend external events and meetings to promote the project and champion Financial Wellbeing and efficient energy usage, these may be outside of normal office hours.
Deliver group education sessions in schools, colleges and to recent care leavers to develop skills and knowledge in Energy issues
Develop literature to promote the project and carry out other marketing activities such as writing case studies, articles or delivering presentations.
Help develop and maintain a range of partnerships to reach clients and gain support for the project.
Research and Campaigns
Monitor advice enquiries, contributing to research and campaign projects locally, and across the Citizens Advice network
Professional development
You will need to have passed the City and Guilds NEA Level 3 Energy Awareness exam within 2 months of starting the role.
Undertake role appropriate training as agreed with line manager
Attend relevant internal and external meetings as agreed with the line manager.
Attend supervision sessions with your line manager at agreed periodic intervals.
General Duties
Work cooperatively with colleagues and encourage good teamwork, clear lines of communication and common practices within the organisation.
Contribute to a positive working environment in which equality and diversity are championed, dignity at work is upheld and staff and volunteers perform optimally.
Work to foster good relationships with external organisations.
Promote the aims, policies, and membership requirements of the Citizens Advice service and Citizens Advice Swindon.
Abide by health and safety guidelines and share responsibility for your own safety and that of colleagues.
Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the advice service.
You will provide a multi-channel advice service, including some home visits.
This team champion Financial Wellbeing in Swindon and promote opportunities to embed financial inclusion across the borough, delivering outcomes focussed advice, helping people to find a way forward with the problems they face
Key Work Areas and Tasks
Advice & Casework
Provide information and advice (generalist level) with a particular focus on, but not limited to, energy advice, budgeting support and income maximisation.
Interview and advise clients face to face in the office, at a variety of outreach locations, over the phone, or at home visits.
Work with people (individually or in small groups) to develop their knowledge, skills and confidence in efficient energy usage and making informed choices on managing their budgets.
Supporting clients from diverse communities, using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to address
Empower clients to take action to resolve their problems. This might include supporting them to draft or write letters, make phone calls, or referring them to another appropriate organisation
Research and apply for local solutions to help the client (eg food bank vouchers, fuel vouchers, local grants and assistance funds)
Be a champion for all aspects of Financial wellbeing and Inclusion within the Borough, working with partners to embed financial capability knowledge and Energy efficiency.
Ensure that all work conforms to the Citizens Advice Quality Standard.
Maintain case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.
Project Work
Attend external events and meetings to promote the project and champion Financial Wellbeing and efficient energy usage, these may be outside of normal office hours.
Deliver group education sessions in schools, colleges and to recent care leavers to develop skills and knowledge in Energy issues
Develop literature to promote the project and carry out other marketing activities such as writing case studies, articles or delivering presentations.
Help develop and maintain a range of partnerships to reach clients and gain support for the project.
Research and Campaigns
Monitor advice enquiries, contributing to research and campaign projects locally, and across the Citizens Advice network
Professional development
You will need to have passed the City and Guilds NEA Level 3 Energy Awareness exam within 2 months of starting the role.
Undertake role appropriate training as agreed with line manager
Attend relevant internal and external meetings as agreed with the line manager.
Attend supervision sessions with your line manager at agreed periodic intervals.
General Duties
Work cooperatively with colleagues and encourage good teamwork, clear lines of communication and common practices within the organisation.
Contribute to a positive working environment in which equality and diversity are championed, dignity at work is upheld and staff and volunteers perform optimally.
Work to foster good relationships with external organisations.
Promote the aims, policies, and membership requirements of the Citizens Advice service and Citizens Advice Swindon.
Abide by health and safety guidelines and share responsibility for your own safety and that of colleagues.
Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the advice service.