Financial Resilience Advisor
Location: South Ribble Civic Centre
Salary: £17,096 for 22.5 hours (FTE £28,113.42)
Hours: Part-time- 22.5 hours
Contract: Fixed-term- 3 year contract
Organisation: Citizens Advice Lancashire West (CALW)
Are you passionate about helping people to overcome financial challenges and build a more secure future?
Citizens Advice Lancashire West is looking for a Financial Resilience Advisor to deliver one-to-one financial capability support to residents of South Ribble Borough Council who are experiencing financial hardship or at risk of financial exclusion.
This is an exciting opportunity to be a part of a project empowering people with the knowledge, skills and confidence to take control of their finances and reduce reliance on crisis support.
Based at South Ribble Civic Centre, you will provide appointment-based, tailored support to residents referred through the Council or via Citizens Advice.
Responsibilities:
- Deliver one to one, appointment based financial resilience sessions tailored to individuals needs. Sessions will cover:
- Income and expenditure, and maximising income
- Preparing a budget and how to reduce expenditure
- Bank accounts and savings
- Avoiding high-cost credit
- Recognising and avoiding scams
- Work collaboratively with internal teams and external partners to ensure a “no wrong door“ approach to support
- Maintain accurate, up-to-date case records using internal case management systems
- Build and maintain strong referral pathways to ensure residents access the most appropriate services
- Ensure that advice is accurate, compliant and meets regulatory standards
- Contribute to reporting requirements including:
- Client demographics
- Financial outcomes achieved
- Case studies and impact statements
- Wider outcomes, including health and wellbeing improvements
- Keep up to date with legislation, policies and procedures and undertake appropriate training
- Attend relevant internal and external meetings as agreed with the line manager
- Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the service
- Assist with CALW research and campaigns work by providing information about client issues, and alert clients of campaigns where appropriate
Person Specification
- Experienced in providing advice or support in areas such as income maximisation, debt, benefits, or financial capability
- Ability to commit to and work with the aims, principles and policies of the Citizens Advice service
- A strong communicator, able to explain complex information clearly and empathetically
- Ability to work on clearly defined targets. Ability to be highly organised. Self motivated.
- Skilled in working with vulnerable individuals in a supportive, non-judgemental way
- Organised, with the ability to manage a varied caseload
- Committed to delivering high-quality, accurate advice
- Good numeracy skills with the proven ability to carry out efficient calculations and prepare budgets for clients
- The ability to prioritise tasks, to identify and work to deadlines and to manage time effectively under own initiative
- Demonstrate an understanding of policy changes and trends, and their implications for clients and service provision
- An understanding of and commitment to Equal Opportunities
- Experience of using IT systems
- A commitment to continuous professional development, including a willingness to develop knowledge and skills
Desirable (but not essential):
- Knowledge of FCA-regulated debt advice
- Familiarity with case management systems
Benefits include:
- 21 days holiday plus bank holidays, birthday leave and christmas shutdown
- 8% employer pension contribution (plus salary sacrifice NI benefit)
- Long service leave after 4 years
How to Apply
To apply, please submit your CV and a supporting statement outlining how you meet the person specification to Jodie Carney at [email protected]
Closing Date:
Please note: We reserve the right to close this vacancy early if we receive a high volume of suitable applications
Training will be held in Chorley (travel expenses will be reimbursed)
Pay: £28,113.00 per year
Benefits:
- Additional leave
- On-site parking
Work Location: In person
