Role purpose: To deliver financial capability and numeracy training
Job Responsibilities: Delivering financial capability sessions in an interesting and engaging manner; covering debt prevention, money management and digital skills such as budgeting, using bank accounts, options for borrowing and saving, and dealing with debt.
About the job
A Help to Claim Adviser (Universal Credit, further ‘adviser’) delivers a holistic advice and support service aimed at clients on completing their initial Universal Credit claim and supports them through to their first payment. This involves helping with the online forms, the evidence required, and verifying their identity online using telephone, web chat and video call.
The adviser will be expected to complete full holistic issue diagnostics, support with issues in scope of the project and any emergencies, then refer on to further services available to the client (such as drug and alcohol support). The adviser should maintain local connections with partner organisations and the DWP within their region.
The adviser will be line managed by their local bureau manager but will be operationally responsible to the Citizens Advice Scotland Operations Officer for providing their regional service and local knowledge. They will be required to liaise with the Operations Officer regarding their shifts, helpline coverage and holiday requirements.