Casework The post-holder will carry a specialist caseload, providing advice and casework covering the full range of debt issues and solutions. This includes but is not limited to, dealing with emergencies, making use of the Breathing Space scheme, making offers of repayment, drafting financial statements, advising on insolvency options and providing budgeting advice. They will ensure that income maximisation is carried out and refer to other in-house advisers or specialist agencies as appropriate.
They will be required to act for the client where necessary and communicate with third parties to progress a case.
Advice will be delivered through a variety of channels including face to face (drop-in and appointments), telephone or digital channels and must conform to the Citizens Advice Quality of Advice standards and funder requirements.
The post-holder will work to individual targets that must be met in order to contribute to team targets.