Vacancies

Citizens Advice Rotherham Trainee Debt Advisor.
Permanent contract
Hours: 22.5 per week
Salary: £17,508 per annum pro-rata (plus 4% pension contribution) – rising on completion of training,
including passing IMA Certificate in Money Advice Practice.
Holidays: 30 days plus bank holiday (pro-rata)

We wish to recruit a trainee debt adviser who will undertake general advice and debt advice training
leading to the ability to demonstrate sound competencies in the processes involved in dealing with debt
and money advice cases and managing a debt / money advice caseload.

The postholder will need to be able and willing to train to become an authorised DRO Intermediary.
This post is funded by MAPs.

Closing date: 9am on Mon 16th September 2019
Interview date: Wed 2nd October 2019

For an application pack email: Melanie.mitchell@citizensadvicerotherham.org.uk

Reporting to the Debt Team Manager

KEY RESPONSIBILITIES
1. To undertake training to become a qualified Debt Advice Worker
i.To undertake and complete Citizens Advice general advice training
ii. To undertake and complete Debt Caseworker training as directed.
iii. Within three months to be actively advising and assisting client and managing a caseload
of debt clients and meeting agreed client numbers targets.

2. Casework and advice support
i. Provide casework and other support covering the full range of debt and money advice by:
face to face; telephone; and electronic media as appropriate.
ii. Work with, and support, other staff and volunteers in the delivery of Citizens Advice
Rotherham’s money advice services.
iii. Act for the client where necessary, drafting letters, budgets and financial statements and carrying
out any calculations as appropriate.
iv. Negotiate with third parties as appropriate.
v. Ensure income maximisation for clients through the take up of appropriate welfare benefits.
vi. Prepare and present cases to the appropriate statutory bodies, tribunals and courts as
appropriate.
vii. Assist clients with other related problems where they are an integral part of their case and refer
to other advisers or specialist agencies as appropriate
viii. Ensure that all casework conforms to the relevant Citizens Advice Quality Mark Standards.
ix. Maintain electronic and paper case records for the purpose of continuity of casework,
information retrieval, statistical monitoring, and report preparation.

3. Research and Campaigns
i. Assist with research and campaigns work by providing information about client’s
circumstances, statistical information and nature of cases.
ii. Assist the line manager to monitor service provision to ensure it reaches the widest possible
client group.
iii. Alert other staff to local and national issues.

4. Professional and Personal Development
i. Keep up to date with legislation, case law, policies and procedures relating to money advice, and
attend appropriate training.
ii. Read relevant publications.
iii. Attend relevant internal and external meetings as agreed with the line manager.
iv. Prepare for and attend supervision sessions and team meetings.
v. Assist in initiatives to improve services.

5. Administration
i. Use IT for statistical recording, record keeping and document production.
ii. Maintain reference material and local information systems.
iii. Ensure that all work conforms to the Local Citizens Advice’s administrative policies and
procedures.

6. Other duties and responsibilities
i. Uphold the aims and principles of the Citizens Advice service and its Equality and Diversity
policies.
ii. Abide by health and safety guidelines and share responsibility for own safety and that of
colleagues.
iii. Maintain and develop a close liaison with relevant external agencies, and represent the service
as appropriate.
iv. Carry out any other tasks that may be within the scope of the post to ensure the effective delivery
and development of the service.

PERSON SPECIFICATION DEBT ADVISER
ESSENTIAL REQUIREMENTS
1. A minimum of one year’s experience of advice work
2. Demonstrable generalist advice work competencies
3. The ability to communicate effectively and sensitively with clients and other parties. Excellent
negotiation skills are required.
4. Good writing skills with the ability to draft correspondence and reports
5. Good numeracy skills with the ability to carry out efficient calculations and prepare budgets for
clients
6. An ordered approach to work and willingness to follow and develop agreed procedures
7. The ability to prioritise tasks, to identify and work to deadlines and to manage time effectively under
own initiative
8. The ability to work effectively as part of a team of both paid staff and volunteers
9. The ability to effectively use IT software in the provision of advice and maintenance of case records,
and the preparation of statistical reports and submissions
10. An understanding and commitment to work within the Aims and Principles of the CAB service and its
Equal Opportunities policies