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Income Maximisation/Financial Inclusion Adviser


Falkirk Citizens Advice Bureau


Location

Falkirk | United Kingdom


Job description

More about the job

About the job

The Income Maximisation/Financial Inclusion Adviser, will play a key role in the delivery of an independent, free, impartial and confidential advice, information and advocacy service, to Association standards, to assist vulnerable families and people, living in Falkirk, to deal with poverty related issues affecting their lives.  The aim is to improve access to, and the efficiency of, financial health checks for vulnerable families and people, providing holistic financial inclusion and income maximisation advice in order to improve their financial circumstances.

Main Responsibilities

The Income Maximisation/Financial Inclusion Adviser aims to provide the most effective service to suit the needs of the client.

Assist in Triaging all Bureau enquiries   

Undertake diagnostic interviews with clients by phone, face to face or video call and diagnosing whether individuals are eligible to apply for benefits or to access other income maximisation support.

Help with resolution of straightforward enquiries

Signpost clients who can do more to self-help

Refer to Session Supervisor for help with emergencies

Provide information and advice on all aspects of Social Security Benefits.

Carry out benefit checks

To provide assistance with the completion of benefits forms

Make referral to internal Benefits/ Money Advice Teams or another appropriate agency.

How to apply

For further information and an application form please use the links at the bottom of this page.

If you have additional queries, please email: [email protected]


Job tags

Fixed term contractWork at office


Salary

£24.99k per annum

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