We are looking for a new Advice Officer - Money who shares our values and will use them to guide the way they work on
a daily basis.
The Advice officer will offer support to people, particularly older people who are struggling financially and who
reside in the communities served by WSHA. This is an integral role within the team, and the postholder will be
expected to embrace taking a holistic approach to supporting customers.
You should:
- Be able to carry out a comprehensive assessment of individual customer’s needs, detailing in a coordinated support plan what actions need to be completed to help address issues or difficulties they are facing.
- Be skilled in providing money management, debt and budgeting advice services to individuals and groups, including online banking, household bills, understanding financial liability and price comparisons.
- Have a flexible and methodical approach to organising and prioritising a high-volume caseload
- Have a good understanding and ability to assist customers onto repayment programmes, including negotiating and liaising with creditors on customer’s behalf. Make appropriate referrals to specialist agencies for Protected Trust Deeds, Bankruptcy and the Debt Arrangement Scheme and any other appropriate debt solutions