Volunteer Assessors

Volunteer Assessors

  • Employer - Middlesbrough Citizens Advice
  • Reference number -
  • Sector - Charity
  • Department - WebChat, Telephone & f-2-f Debt
  • Location - Middlesbrough
  • Salary - Unpaid
  • Duration - Permanent
  • Hours - Part time
  • Closing date - Ongoing


Assessors – WebChat, Telephone & f-2-f Debt

WebChat, Telephone & face-to-face Debt assessors carry out an initial assessment to decide the best next steps for clients – do they need information, an advice interview, or can another agency help them better?

This is a dynamic and focused role.  As an Assessor you will:

·       Greet clients and explain the assessment process

·       Explore the client’s problem(s) and situation

·        (debt only) Use the online debt assessment to explore the client’s problem(s) and situation and record their information

·        (debt only) Input incomes and expenditure detail

·       Assess the risk/urgency of the client’s issue and their ability to deal with the problem themselves

·       Identify the next step that needs to be taken

Help prevent future problems for wider society by identifying issues that affect a lot of our clients

·       Summarise the content of the interview for the client and explain what happens next

·       Ensure clients know that they can get back in touch if necessary

·       Book appointments (where relevant), signpost & provide information

·       Update the database, completing the assessment screens

Specific qualifications or experience are not required to train to be an Assessor.Citizens Advice has a wide range of assessors.You need to:

·       Be good at listening

·       Have good diagnostic and research skills

·       Have a good manner when talking to people via telephone, WebChat & face-to-face.

·       Have basic computing and math skills

·       Be open minded and non-judgemental

·       Enjoy helping people

We expect our Assessors to commit to a minimum of 2 x 4 hour sessions per week, both while training and assessing. The initial training period takes approximately 8-12 weeks and in this time, you will observe and participate in telephone and WebChat assessments, as well as using self-study packs to increase your understanding of the role.

Contact information


Then contact us on the details below:  

Address: 3 Bolckow Street, Middlesbrough TS1 1TH  
Telephone: 01642 802282  
Email: training@middlesbroughcab.cabnet.org.uk  

How to apply

Please see the contact information section above for details about how to apply for this job.

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