This vacancy has now closed

Financial Engagement Adviser

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

  • Advertised from 8th September 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

Application notes

Please return completed application marked “Private & Confidential Job Application” to:-

The Finance & Administration Manager

Haddington Citizens Advice Bureau

46 Court Street


EH41 3NP

Electronic applications are acceptable and should be sent to

Subject should be “confidential – job application”

All applications must be received by 1pm on the closing date on the job advert