General Adviser - Energy and Money Management
| Dyddiad hysbysebu: | 12 Mawrth 2026 |
|---|---|
| Cyflog: | £12.85 i £13.93 yr awr |
| Gwybodaeth ychwanegol am y cyflog: | Zero Hour Contract |
| Oriau: | Rhan Amser |
| Dyddiad cau: | 27 Mawrth 2026 |
| Lleoliad: | DY10 1AF |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | Citizens Advice Wyre Forest |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: | 12032026-SAW |
Crynodeb
Role Profile:
Energy Advice:
• Provide energy advice under EAP (Energy Advice Programme).
• Provide advice on energy efficiency measures and behavioural change.
• Provide simple benefit entitlement checks, and referral for further support if needed.
• Support with communications with their energy suppliers, including negotiating payment plans, accessing hardship funds and grants, correcting bills.
• Advice on dealing with and reducing fuel debt, including accessing financial support to pay off fuel debts through charitable grants and ongoing payment plans.
• Provide financial assistance to be spent towards energy bills, including fuel vouchers.
• Understanding tariffs, bills and fuel options including switching methods.
• Advising about smart metres.
• Refer clients appropriately (both internally and externally) to suit clients' needs following agreed protocols, including making arrangements and informing clients of what to expect.
• Negotiate with third parties such as statutory and non-statutory bodies as appropriate.
• Record all actual and anticipated outcomes for clients supported through the project.
• Record all project information on Casebook as required by the funder in a timely and accurate manner.
• Complete a case study for the project each month.
Generalist Advice:
• Interview clients using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to set their own priorities.
• Use the Citizens Advice Advisernet website to find, interpret and communicate relevant information.
• Research and explore options and implications so that clients can make informed decisions.
• Act for the client where necessary by calculating, negotiating, drafting or writing letters, emails and by telephone.
• Negotiate with third parties such as statutory and non-statutory bodies as appropriate.
• Ensure all work conforms to the organisation’s policies and procedures, the Advice Quality standards, other quality marks and other funder requirements as appropriate.
• Ensure all work reflects and supports the Citizens Advice equality and diversity strategy.
• Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.
Policy:
• Assist with research and campaigns work by providing information, case studies and data as appropriate.
• Alert clients to research and campaign issues where appropriate.
• Keep up to date with legislation, policies and procedures and undertake appropriate training where agreed by your line manager.
Administration:
• Support with Data management and reporting to funders and key stakeholders.
• Attend relevant internal and external meetings as agreed with line manager.
• Prepare for and attend supervision sessions, team meetings, staff meetings as appropriate.
• Use IT for statistical recording of information relating to research and campaigns and funding requirements, record keeping and document production.
Other Duties and Responsibilities
• Create a positive working environment in which equity and diversity are well managed, dignity at work is upheld and people can do their best.
• Work cooperatively with colleagues and encourage good teamwork, clear lines of communication and common practices within the team.
• Keep up to date with Citizens Advice aims, policies and procedures and ensure these are followed.
• Ensure all data protection and GDPR requirements are adhered to in all work for which the post is responsible.
• Identify own learning and development needs and take steps to address these.
• Abide with Health and safety guidelines and share responsibility for own health and safety and that of colleagues.
• As directed by the CEO, carry out other duties within the scope of the post to ensure the effective delivery of the service.
Person specification:
• Recent experience of delivering advice services.
• Proven ability to interview clients using sensitive listening and questioning skills to get to the root of issues and empower clients, whilst maintaining structure and control of meetings.
• Undertake all training as required for the role including all six modules of the energy training module on Skillsbook unless you are trained to NEA Level 3 Energy Awareness.
• Ability to research, analyse and interpret complex information.
• You will have the ability to understand statistics and know how to produce excellent reports and case studies for funders and managers.
• Excellent attention to detail and highly organised with the ability to develop and maintain efficient administration systems.
• Good working knowledge of Google and other IT packages.
• Ability to write clearly and accurately and communicate effectively face to face and on the phone with a wide range of people.
• A good understanding of the need for confidentiality and the ability to deal with sensitive information with discretion.
• Working knowledge of Data Protection and GDPR.
• Ability and flexibility to systematically manage a varied workload, prioritise and meet deadlines under pressure and work independently.
• Positive approach to working flexibly in a team and contributing to wider organisation Goals
• Understanding of the issues affecting society and their implications for the client and service provision.
• A commitment to working within the aims, principles and policies of the Citizens Advice Service.
• A demonstrable commitment to the principles of equity and diversity.
In accordance with Citizens Advice national policy we may require the successful candidate to be screened by the DBS. However, a criminal record will not necessarily be a bar to your being able to take up the job.
Energy Advice:
• Provide energy advice under EAP (Energy Advice Programme).
• Provide advice on energy efficiency measures and behavioural change.
• Provide simple benefit entitlement checks, and referral for further support if needed.
• Support with communications with their energy suppliers, including negotiating payment plans, accessing hardship funds and grants, correcting bills.
• Advice on dealing with and reducing fuel debt, including accessing financial support to pay off fuel debts through charitable grants and ongoing payment plans.
• Provide financial assistance to be spent towards energy bills, including fuel vouchers.
• Understanding tariffs, bills and fuel options including switching methods.
• Advising about smart metres.
• Refer clients appropriately (both internally and externally) to suit clients' needs following agreed protocols, including making arrangements and informing clients of what to expect.
• Negotiate with third parties such as statutory and non-statutory bodies as appropriate.
• Record all actual and anticipated outcomes for clients supported through the project.
• Record all project information on Casebook as required by the funder in a timely and accurate manner.
• Complete a case study for the project each month.
Generalist Advice:
• Interview clients using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to set their own priorities.
• Use the Citizens Advice Advisernet website to find, interpret and communicate relevant information.
• Research and explore options and implications so that clients can make informed decisions.
• Act for the client where necessary by calculating, negotiating, drafting or writing letters, emails and by telephone.
• Negotiate with third parties such as statutory and non-statutory bodies as appropriate.
• Ensure all work conforms to the organisation’s policies and procedures, the Advice Quality standards, other quality marks and other funder requirements as appropriate.
• Ensure all work reflects and supports the Citizens Advice equality and diversity strategy.
• Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.
Policy:
• Assist with research and campaigns work by providing information, case studies and data as appropriate.
• Alert clients to research and campaign issues where appropriate.
• Keep up to date with legislation, policies and procedures and undertake appropriate training where agreed by your line manager.
Administration:
• Support with Data management and reporting to funders and key stakeholders.
• Attend relevant internal and external meetings as agreed with line manager.
• Prepare for and attend supervision sessions, team meetings, staff meetings as appropriate.
• Use IT for statistical recording of information relating to research and campaigns and funding requirements, record keeping and document production.
Other Duties and Responsibilities
• Create a positive working environment in which equity and diversity are well managed, dignity at work is upheld and people can do their best.
• Work cooperatively with colleagues and encourage good teamwork, clear lines of communication and common practices within the team.
• Keep up to date with Citizens Advice aims, policies and procedures and ensure these are followed.
• Ensure all data protection and GDPR requirements are adhered to in all work for which the post is responsible.
• Identify own learning and development needs and take steps to address these.
• Abide with Health and safety guidelines and share responsibility for own health and safety and that of colleagues.
• As directed by the CEO, carry out other duties within the scope of the post to ensure the effective delivery of the service.
Person specification:
• Recent experience of delivering advice services.
• Proven ability to interview clients using sensitive listening and questioning skills to get to the root of issues and empower clients, whilst maintaining structure and control of meetings.
• Undertake all training as required for the role including all six modules of the energy training module on Skillsbook unless you are trained to NEA Level 3 Energy Awareness.
• Ability to research, analyse and interpret complex information.
• You will have the ability to understand statistics and know how to produce excellent reports and case studies for funders and managers.
• Excellent attention to detail and highly organised with the ability to develop and maintain efficient administration systems.
• Good working knowledge of Google and other IT packages.
• Ability to write clearly and accurately and communicate effectively face to face and on the phone with a wide range of people.
• A good understanding of the need for confidentiality and the ability to deal with sensitive information with discretion.
• Working knowledge of Data Protection and GDPR.
• Ability and flexibility to systematically manage a varied workload, prioritise and meet deadlines under pressure and work independently.
• Positive approach to working flexibly in a team and contributing to wider organisation Goals
• Understanding of the issues affecting society and their implications for the client and service provision.
• A commitment to working within the aims, principles and policies of the Citizens Advice Service.
• A demonstrable commitment to the principles of equity and diversity.
In accordance with Citizens Advice national policy we may require the successful candidate to be screened by the DBS. However, a criminal record will not necessarily be a bar to your being able to take up the job.