Financial Health Check Helpline Adviser (Part Time, Fixed Term), Peebles and District Citizens Advice Bureau

Peebles and District Citizens Advice Bureau is currently recruiting for a Financial Health Check Helpline Adviser. The Financial Health Check project aims to improve the accessibility and efficiency of Financial Health Checks for vulnerable families and older people.  The successful candidate will play a key role in the delivery of an innovative multi-channel Financial Health Check service within the Citizens Advice Bureaux network in Scotland.  The Financial Health Check Helpline Adviser is the first point of contact for clients accessing the service through a dedicated national telephone helpline.

The project delivers an income maximisation service tailored to suit the needs of the client. The helpline adviser will gather information and provide a holistic diagnosis of the client’s needs, helping to support the client to maximise their income and identify whether they are able to self-help.  If appropriate, the helpline adviser will then refer on to a specialist adviser or to the client’s local CAB for a face-to-face appointment or to another appropriate agency. On-site support and training will be provided by the Citizens Advice Bureau.

This is initially a fixed term post until 30 September 2019, with possible extension (depending on funding)