Haddington Citizens Advice Bureau
Haddington Citizens Advice Bureau

Charity registered in Scotland SC000814

Haddington Citizens Advice Bureau is a local, independent charity which provides free, impartial and confidential advice and information to give you the tools you need to sort out any issues or problems. We’re at the heart of the community and offer several services.

Closed vacancies
This vacancy has now closed

Financial Engagement Adviser

  • Full time
  • £26,093
  • East Lothian
  • Closing 1st October 2021

The Adviser will provide a dedicated advice and information service to people in East Lothian, for the new “Change to the Max” project.

The post will necessitate travel throughout East Lothian, a car is therefore essential to this post. There will be a balance of home working and being office based, due to Covid.

Main tasks

  • To maintain and support a general advice presence across East Lothian as directed by the Bureau Manager and set out in your terms and conditions
  • To provide advice and assistance to clients experiencing issues around rent arrears (potential homelessness), fuel and food poverty, difficulties budgeting and in need of money advice.
  • To provide financial advice support to clients, and to educate them in financial literacy. To understand budgeting, and to support them with making informed decisions.
  • To issue budgeting packs to clients and to engage and work with a variety of clients on a caseload basis.
  • Assist individuals to look at banking options, and to assist them with opening new accounts should this be a suitable option.
  • Assist and support individuals with digital platforms, and to ensure that they are utilising technology to gain access to a wider platform of information and to explore wider options available to them.
  • To compile statistics and write case studies and reports to assist the manager with reporting to the funder.
  • To provide advice by telephone, digitally or face to face.
  • To provide home visits when required.
  • Maintain accurate records of advice in accordance with the National Standards and Citizens Advice Scotland membership requirements
  • To work closely with the CAB Money Advice and other CAB services, referring cases where appropriate to ensure people are provided with accurate and appropriate advice
  • Attend relevant meetings for networking and information exchange