Financial Capability Adviser
- complete an introduction to Citizens Advice and training for your role
- talk to clients over the phone, face to face, or online to explore what problems they’ve come for help with
- provide advice on income maximisation, budgeting and obtaining best value for essential services
- signpost and refer clients to other services when necessary
- write a summary of the clients’ problems and what action you’ve taken
What’s in it for you?
- make a real difference to people’s lives
- build on valuable skills such as communication, listening and problem solving
- increase your employability
- work with a range of different people, independently and in a team
- have a positive impact in your community
And we’ll reimburse expenses too.
What do you need to have?
You don’t need specific qualifications or skills but you’ll need to:
- have a good level of written and spoken English and the ability to explain information clearly
- have good IT skills and the ability to use databases and navigate websites
- have a good level of numeracy
- be accurate in recording
- the ability to support clients in creating a budget sheet and action plan
- the ability to work as part of a team
- be willing to undertake training in your role
How much time do you need to give?
Ideally we ask for 8 hours per week, for at least 12 months.
We can be flexible so come and talk to us.
Our volunteers come from a range of backgrounds and we particularly welcome applications from disabled people, people with physical or mental health conditions, LGBT+ and non-binary people, and people from Black Asian Minority Ethnic (BAME) communities.
If you are interested in becoming a financial capability adviser and would like to discuss flexibility around location, time, ‘what you will do’ and how we can support you please contact us.