A generalist adviser sees clients who have been assessed as needing further help in order to explore and resolve their problems.
Being an adviser is a very varied role. As an adviser you will:
· Interview clients at drop-in sessions, booked appointments and over the phone
· Give information from the CAB electronic information system and other sources
· Give advice in explaining the choices and consequences the client faces
· Give practical help by writing letters, making phonecalls, completing forms, doing calculations and even representing clients at tribunals
· Refer clients to other agencies if they are better placed to help
· Keep records of all clients’ cases
· Prevent future problems by identifying issues that affect a lot of clients
You don’t need any particular qualifications or experience to train as an adviser.You need to:
· Be good at listening
· Be able to work in a team
· Be able to read and write English, and do basic maths
· Be open-minded and non-judgemental
· Enjoy helping people
Support every step of the way
Advisers don’t need to know it all! We provide all trainee advisers with a comprehensive accredited training programme that will give you the skills you need to deliver a high quality service to clients. Our up-to-the minute electronic information system contains most of the information you will need when advising clients.
You won’t be left alone after you are trained. There will always be a more experienced adviser, who will give you support, advice and guidance. All advisers are insured by Citizens Advice in case mistakes are made.
Once you have qualified as an Adviser, you will have the opportunity to develop further skills and increase the depth and breadth of your knowledge.
We expect our Advisers to commit to a minimum of 2 x 4 hour sessions per week, both while training and advising. The initial training period takes approximately 3-6 months, and in this time, you will observe and participate in advice appointments, as well as using self-study packs to increase your understanding of the role.