Core function
The core function of the Advisor’s remit is to provide advice, assistance and representation to clients with financial problems, covering all aspects of arrears and welfare rights.
Actual function
The role has a variety of activities and considerations in managing the delivery of the objectives and outcomes of Drumchapel Money Advice Centre.
Role & Responsibilities
• To provide advice and assistance to clients with financial issues via telephone, face-to-face or email interview at DMAC’s office or an outreach location.
• To carry out benefit calculations to maximise client’s income through advice on welfare benefits and other sources of financial assistance.
• To identify benefit entitlements and assist client to apply for same.
• To provide guidance, information, representation and support in the areas of welfare benefits and represent at benefit tribunals when necessary.
• To offer appropriate assistance to individuals requiring help with financial budgeting.
• To communicate effectively with third parties on behalf of the client.
• To manage a busy case load and carry out detailed casework on the client’s behalf.
• To maintain accurate computer records in line with DMAC’s procedures.
• To ensure GDPR legislation is adhered to.
• To keep up to date with current legislation relevant to the Financial Inclusion Sector and to be accountable for own personal development.
• To actively participate in any training or activities to improve advice practices and business processes.
• To adhere to the policies and procedures of DMAC.
• To perform any other related duties which may be required to produce an effective outcome in your day-to-day tasks and objectives.
CVs will not be accepted
Drumchapel Money Advice Centre is an equal opportunities employer. The post is subject to the receipt of a satisfactory PVG check.
