Increasing volunteering – CAB Network

The Increasing Volunteering project was developed following a successful virtual Adviser Training Programme in 2020. It is designed to provide virtual training with live trainers for all bureaux in Scotland in conjunction with the Adviser Training Programme. The project is focused on supporting Scottish bureaux to increase their volunteering capacity through training support due to an increasing demand on services.

National Projects

Citizens Advice Bureau West Lothian offer advice services in relation to National Project work covering various specialised topics and facilitated by trained project advisers.

Summary of the Role

The Team Leader will be responsible for the running of the projects and engaging with Bureaux in relation to the Increasing Volunteering project. They will provide supervision to ensure teams operate efficiently and are achieving required outcomes.

The Team Leader will ensure that the projects are adequately staffed at all times and provide a level of session support and quality assurance.

Main Responsibilities

• To act as the main point of contact for the team.
• Ensure that work rotas are maintained and that there is adequate staff to cover during periods of absence.
• Training and Induction of Training Officers.
• Support new staff when completing the ATP together with shadowing, mentoring and management checks.
• Manage PR activities – social media, press, radio.
• Ensure training delivery is to a high standard and evaluate effectiveness.
• Review and evaluate the projects at regular intervals and ensure targets are being met and quality is consistent.
• Assist and support training officers to implement new programmes and distribute these to participating bureaux.
• Engage with and ensure an effective working relationship with participating Bureaux.
• Organise bespoke training as required.
• Support staff with regards to identifying training needs and ensuring access to appropriate training.
• Provide monthly and quarterly progress reports in relation to the Increasing Volunteering Project.
• Ensure project staff are producing and submitting reports as required.
• Carrying out other duties as specified by the Manager and required by the needs of the post.

Background: PoppyScotland heads a funding partnership of several other charities which has funded the CAB service to deliver an advice and support service to the Armed Forces community in Scotland. This includes people who are currently serving, those who have served in the past, and their dependants.

Main Purpose: The ASAP Regional Support Officer will work with the Citizens Advice Bureaux across a large geographical area. The officer will provide advice to members of the Armed Forces community, support bureaux in the provision of advice to this group, will co-ordinate regional activities and provide training as appropriate. This advice will include phone, e-mail, virtual and face to face advice.

The role: We are looking for someone who has a minimum of one years’ experience in providing advice particular in relation to money, debt, benefits and income maximisation. Experience of working with veterans or being a veteran is preferable but not essential.

Our Organisation

We are a dynamic and forward-thinking organisation. We recognise the value of our staff and this is reflected in our positive working environment. Our staff benefit from family friendly policies, blended working and commitment to personal development of all staff. It is a supportive and happy working environment and you will make a positive contribution to the clients we work with.

Who is eligible?

Citizens Advice Bureau West Lothian are part of an exciting new project “Partnership for Parents”. Within this project we are seeking parents to fill two general adviser positions at our office in Livingston.

• Are you a parent who is out of work or just seeking better employment?
• Are you enthusiastic and willing to learn?
• Do you want to learn new skills and enhance your future employment prospects?

If so, we want to hear from you!

If you are interested in working with us or just want more information about the job, please contact

us at the email address below.

Our Organisation

We are a dynamic and forward-thinking organisation. We recognise the value of our staff and this is reflected in our positive working environment. Staff benefit from family friendly policies, blended working and commitment to personal development of all staff. It is a supportive and happy working environment and you will make a positive contribution to the clients we work with.

Role

Citizens Advice Bureau West Lothian are looking for a suitable experienced adviser to focus on the reduction of poverty with a focus on pregnant families and families with young children. The successful applicant will work with appropriate clients and midwifery and maternity services to ensure the provision of a high quality holistic and comprehensive financial inclusion and income maximisation service. This role will work in close partnership with WLC Advice shop and Kidzeco delivering a project that will address health inequalities and part of building safe, vibrant healthy communities in West Lothian.

About the job

We are looking for a client-focused individual with experience of providing holistic financial inclusion and income maximisation advice. In this role you will use telephony and email as well as seeing clients face-to-face at first point of contact to ensure they get the advice, information and support needed. You will be required to deliver from outreach venues in West Lothian to ensure we reach clients who really need our help. You will also form close links with local midwives, maternity services and maternity wards in St. John’s.

To succeed, you will need relevant experience and knowledge of current welfare benefits together with the ability to analyse the client’s overall financial position and offer early intervention advice and support.

You will have strong oral and written communication skills. We are also looking for a proven ability to work effectively and well organised. Proficiency in using a range of IT tools to carry out your work, including case management systems, benefit calculators, online forms and Microsoft Office applications is essential.

Committed, results-driven and supportive to the needs of others, you will be able to work well within a team and have a willingness to follow and develop agreed procedures.

Background: PoppyScotland heads a funding partnership of several other charities which has funded the CAB service to deliver an advice and support service to the Armed Forces community in Scotland. This includes people who are currently serving, those who have served in the past, and their dependants.

Main Purpose: The ASAP Regional Support Officer will work with the Citizens Advice Bureaux across a large geographical area. The officer will provide advice to members of the Armed Forces community, support bureaux in the provision of advice to this group, will co-ordinate regional activities and provide training as appropriate. This advice will include phone, e-mail, virtual and face to face advice.

The role: We are looking for someone who has a minimum of one years’ experience in providing advice particular in relation to money, debt, benefits and income maximisation. Experience of working with veterans or being a veteran is preferable but not essential.

An exciting opportunity has become available to join this dynamic team who are responsible for training volunteers across the CAB network. The project is popular and is in high demand you have the opportunity to contribute to the development of volunteers across Scotland.

To date the team has trained over 200 volunteers from across Scotland which has enabled Bureaux to increase their capacity to deliver essential advice to clients. This is a very worthwhile and rewarding job and an exciting time to join as the project looks at ways of expansion.

About the job

CAB West Lothian is seeking an experienced Training Officer to work with members of the CAB network to deliver training support for the recruitment of volunteer advisers.

This is an exciting role for candidates who are highly motivated and enthusiastic, with a commitment to the CAB ethos and volunteerism. The post requires excellent organisational and communication skills and successful candidates will have experience of working and supporting volunteers and have experience of delivering training using virtual platforms to a wide range of audiences.

Experience of advice delivery in a CAB setting would be advantageous but not essential.

Pension Wise is a free and impartial UK government service that offers people guidance on their defined contribution pension options.

You’ll be part of a service that has helped over 375,000 people in the past 7 years by providing valuable and life changing guidance giving them the knowledge and confidence to make informed decisions about their options and obtain the best value from their pensions. Working within our dedicated Pension Wise team, you’ll see positive and rewarding results for the people you help - Pension Wise is consistently rated very highly by service users.

You’ll be expected to supply accurate and relevant information and guidance on pension options and choices. You will possess a good foundation knowledge of pensions law and practice, as well as a thorough understanding of the range of pension products available to the UK consumer. You will also have a good understanding of the wider issues for those facing retirement and the ability to keep pace with changes to them.

This is a hybrid role delivering appointments over the telephone and face-to-face in the West Lothian Citizens Advice Bureau office.

Successful candidates must be able to attend an online induction programme commencing 25th September 2023.

A Help to Claim Adviser delivers a holistic advice and support service aimed at clients on completing their initial Universal Credit claim and supports them through to their first payment. This involves helping with the online forms, the evidence required, and verifying their identity online using telephone, web chat and video call.

The adviser will be expected to complete full holistic issue diagnostics, support with issues in scope of the project and any emergencies, then refer on to further services available to the client. The adviser should maintain local connections with partner organisations and the DWP within their region.

This position is an ideal opportunity for candidates new to the advice / CAB sector and an ideal opportunity for training and CPD opportunities for those wishing to expand their skills and experience.

CAB West Lothian continue to operate blended working options and have a number of attractive working policies and is a very supportive, dynamic and forward thinking Bureau with lots of exciting developments and opportunities.

This role will provide an independent and impartial financial inclusion service for clients who are in crisis, living in poverty and/or impacted by cost of living crisis. The focus will be on reducing poverty and supporting people to have more control over their finances. This will be a challenging role which will require effective prioritising and time management skills. Working closely with colleagues the postholder will ensure that clients are given a high-quality holistic service. The role will involve delivering outreach in communities across West Lothian.

The successful applicant will have experience in advice work and experience of delivery money related advice such as income maximisation, money advice/budgeting and have experience of working to quality standards. They should be client focused and experience on managing a busy caseload.

The post holder will work with the Management team to recruit for volunteering opportunities and to provide practical on the job training and assistance and session supervision and play a key role in our quality assurance. They will also play a significant role in our aims and aspirations to increase volunteers and retention.

The role will involve promoting best practice and supporting all new and existing volunteers and staff to effectively carry out their roles and responsibilities.

The successful applicant will be a trained advice worker (in a CAB or other advice agency) and will have 2 years experience. It is essential they have experience of supporting and mentoring volunteers and can demonstrate they can work to Scottish national standards. They must be motivated and enthusiastic and work in line with CAB values and principles. They will also have experience in quality assurance and continuous improvement.

The role may require some Saturday and evening work.

Following a restructure of the Bureau CAB West Lothian are looking to recruit 2 Senior Manager’s to join the existing team and work alongside the CEO.

Job Title: Operations Manager

This is a key role within the Bureau’s management team to allow smooth running of the Bureau together with the development and of processes to achieve continuous improvement in efficiencies for the benefit of clients. This post holder will work closely with the CEO and will be responsible for the day to day running and decision making of the operation of the Bureau The post will be responsible have line management of operational staff as specified in the management structure. they will hold responsibility for delivering the Bureau’s digital vison.

Following a restructure of the Bureau CAB West Lothian are looking to recruit 2 Senior Manager’s to join the existing team and work alongside the CEO.

Job Title: Projects Manager (35 hours)

This is a key role within the Bureau’s management team to allow smooth running of the specialist added value projects together with the development and of processes to achieve continuous improvement in efficiencies for the benefit of clients. This post holder will work closely with the CEO and will be responsible for management of the Bureau’s Specialist projects under the 4 themes specified in the Management structure i.e. National Projects, Health and Welfare, Financial inclusion and Advice Specific.

The postholder will also work in association with the CEO to identify and develop funding opportunities for new projects and for the extension of existing projects.

Citizens Advice Bureau West Lothian are looking for part time advisers to deliver a holistic advice and support service aimed at clients on completing their initial Universal Credit Claim and support them through to their first payment. This involves helping with online forms, the evidence required, and verifying their identity online using telephone, web chat and video call facilities.

About the job

We are looking for a client-focused individual preferably with experience of Social Security benefits (Universal Credit). In this role you will use telephony, email, Webchat and video call facilities.

To succeed, you will have relevant experience and knowledge of current welfare benefits (Universal Credit) and have the ability to analyse the client’s needs and be able to provide the client with advice on eligibility for Universal Credit and support the client through the application process. You will also be able to support the client to gather the information or evidence needed to complete the claim.

You will have strong oral and written communication skills. We are also looking for a proven ability to work effectively and be well organised. Proficiency in using a range of IT tools to carry out your work, including case management systems, online forms and Microsoft Office applications is essential.

Committed, results-driven and supportive to the needs of others, you will be able to work well within a team and have a willingness to follow and develop agreed procedures.

We are a dynamic and forward-thinking organisation. We recognise the value of our staff and this is reflected in our positive working environment. Staff benefit from family friendly policies, blended working and commitment to personal development of all staff. It is a supportive and happy working environment and you will make a positive contribution to the clients we work with.

Role

Citizens Advice Bureau West Lothian are looking for a suitable experienced adviser to focus on the reduction of poverty and supporting people to have more control over their finances. The successful applicant will work with appropriate clients and with a number of partner agencies to ensure the provision of a high quality holistic and comprehensive financial inclusion and income maximisation service. The focus will be to assist people with impact of cost of living.

About the job

We are looking for a client-focused individual with experience of providing holistic financial inclusion and income maximisation advice. In this role you will use telephony and email as well as seeing clients face-to-face at first point of contact to ensure they get the advice, information and support needed. You will be required to deliver from outreach venues in West Lothian to ensure we reach clients who really need our help.

To succeed, you will need relevant experience and knowledge of current welfare benefits together with the ability to analyse the client’s overall financial position and offer early intervention advice and support.

You will have strong oral and written communication skills. We are also looking for a proven ability to work effectively and well organised. Proficiency in using a range of IT tools to carry out your work, including case management systems, benefit calculators, online forms and Microsoft Office applications is essential.

Committed, results-driven and supportive to the needs of others, you will be able to work well within a team and have a willingness to follow and develop agreed procedures.

We are a dynamic and forward-thinking organisation. We recognise the value of our staff and this is reflected in our positive working environment. Staff benefit from family friendly policies, blended working and commitment to personal development of all staff. It is a supportive and happy working environment and you will make a positive contribution to the clients we work with.

Role

Citizens Advice Bureau West Lothian are looking for a suitable experienced adviser to focus on the reduction of poverty and supporting people to have more control over their finances. The successful applicant will work with appropriate clients and with a number of partner agencies to ensure the provision of a high quality holistic and comprehensive financial inclusion and income maximisation service. The focus will be to assist people with impact of cost of living.

About the job

We are looking for a client-focused individual with experience of providing holistic financial inclusion and income maximisation advice. In this role you will use telephony and email as well as seeing clients face-to-face at first point of contact to ensure they get the advice, information and support needed. You will be required to deliver from outreach venues in West Lothian to ensure we reach clients who really need our help.

To succeed, you will need relevant experience and knowledge of current welfare benefits together with the ability to analyse the client’s overall financial position and offer early intervention advice and support.

You will have strong oral and written communication skills. We are also looking for a proven ability to work effectively and well organised. Proficiency in using a range of IT tools to carry out your work, including case management systems, benefit calculators, online forms and Microsoft Office applications is essential.

Committed, results-driven and supportive to the needs of others, you will be able to work well within a team and have a willingness to follow and develop agreed procedures.

Type of contract: Fixed-term contract until 30/09/2023 (strong possibility extension beyond this date)

We are a dynamic and forward thinking organisation. We recognise the value of our staff and this is reflected in our positive working environment. Staff benefit from family friendly policies, blended working and commitment to personal development of all staff. It is a supportive and happy working environment and you will make a positive contribution to the clients we work with.

Role

This is a new and exciting project as we extend the work we do in health care settings. We are looking to recruit 2 experienced advisers to be based at St John’s Hospital Livingston.

The focus will be on the people who may be in financial crisis, the reduction of poverty and supporting clients to have more control over their finances. The successful applicants will work with appropriate clients and with a number of partner agencies including health care professionals to ensure the provision of a high quality holistic and comprehensive financial inclusion and income maximisation service.

About the job

We are looking for client-focused individuals with experience of providing holistic advice and income maximisation advice. In this role you will use telephony, email as well as seeing clients face-to-face at first point of contact to ensure they get the advice, information and support needed.

To succeed, you will need relevant experience and knowledge of current welfare benefits together with the ability to analyse the client’s overall financial position and offer early intervention advice and support.

There will be strong emphasis on team working and the ability to work effectively and closely with other agencies and health care professionals.

You will have strong oral and written communication skills. We are also looking for a proven ability to work effectively and well organised. Proficiency in using a range of IT tools to carry out your work, including case management systems, benefit calculators, online forms and Microsoft Office applications is essential.

Background: Poppyscotland heads a funding partnership of several other charities which has funded the CAB service to deliver an advice and support service to the Armed Forces community in Scotland. This includes people who are currently serving, those who have served in the past, and their dependants.

Main Purpose: The ASAP Regional Support Officer will work with the Citizens Advice Bureaux across a large geographical area. The officer will provide advice to members of the Armed Forces community, support bureaux in the provision of advice to this group, will co-ordinate regional activities and provide training as appropriate. This advice will include phone, e-mail, virtual and face to face advice.

The role: We are looking for someone who has a minimum of one years’ experience in providing advice particular in relation to money, debt, benefits and income maximisation. Experience of working with veterans or being a veteran is required but not essential.

Citizens Advice Bureau West Lothian are looking for advisers both full and part time to deliver a holistic advice and support service aimed at clients on completing their initial Universal Credit Claim and support them through to their first payment. This involves helping with online forms, the evidence required, and verifying their identity online using telephone, web chat and video call facilities.

About the job

We are looking for a client-focused individual preferably with experience of Social Security benefits (Universal Credit). In this role you will use telephony, email, Webchat and video call facilities.

To succeed, you will have relevant experience and knowledge of current welfare benefits (Universal Credit) and have the ability to analyse the client’s needs and be able to provide the client with advice on eligibility for Universal Credit and support the client through the application process. You will also be able to support the client to gather the information or evidence needed to complete the claim.

You will have strong oral and written communication skills. We are also looking for a proven ability to work effectively and be well organised. Proficiency in using a range of IT tools to carry out your work, including case management systems, online forms and Microsoft Office applications is essential.

Committed, results-driven and supportive to the needs of others, you will be able to work well within a team and have a willingness to follow and develop agreed procedures.

As part of the Management Team the Business Development Manager working under the direction of the CEO and will be responsible for developing a pipeline of exciting new and innovative opportunities which will support the changing needs of residents, building on our strong successful track record locally.

The post holder ideally should have experience in working in the CAB network/voluntary sector and must have proven track record of securing funding and experience of completing applications for grant funding and tenders. They must be confidence and have the ability to negotiate and influence funders and stakeholders.

This is a new and exciting role at CAB West Lothian and the post holder will play a key role in the development of our services to benefit our communities and further develop our services.

Citizens Advice Bureau West Lothian is seeking to employ a support officer to work with our volunteers and paid staff in a training and support role to ensure that we have excellent quality service delivery to our clients and to ensure that we are fully compliant with our Citizens Advice Scotland quality of advice Standards and National Standards.

Reporting to our Training and Quality Supervisor the successful applicant will be responsible for:

• Supporting new and existing volunteer through initial training and induction.
• Providing session support to staff and volunteers
• Case checking to ensure compliance
• Marketing volunteering opportunities and recruitment
• Delivering training to new and existing volunteers and staff.

This is a new and exciting role for candidates who are highly motivated and enthusiastic, with a commitment to the CAB ethos and volunteerism. The post requires excellent organisational and communication skills and successful candidates will have experience of working in the advice sector, supporting volunteers and have experience of delivering training and support.

Experience of advice delivery in a CAB setting would be advantageous but not essential.

The Gambling Support Service Training and Engagement officer will provide a variety of learning opportunities and engagement sessions to support Citizens Advice Bureaux and other stakeholders identify and support those at risk of gambling related harm, provide guidance and support to CAB advisers dealing with those at risk of harm, and where necessary, to support individuals who may be referred to the service.

We are looking for a confident individual who has experience of dealing with stakeholders and delivering training. A background of sales or engagement activities would be beneficial and they must be able to work to KPI’s.

“Increasing volunteering – CAB Network”

Citizens Advice Bureau West Lothian, in partnership with Motherwell & Wishaw CAB have secured funding to “to develop a digital volunteer recruitment and training programme which can be implemented flexibly in partnership with bureaux across our network, maximising volunteer engagement while sharing resource and expertise”

An exciting opportunity has become available to join this dynamic team who are responsible for training across the CAB network. The project is popular and is in high demand you have the opportunity to contribute to the development of volunteers across Scotland.

About the job

CAB West Lothian is seeking an experienced Training Officer to work with members of the CAB network to deliver training support for the recruitment of volunteer advisers.

This is a new and exciting role for candidates who are highly motivated and enthusiastic, with a commitment to the CAB ethos and volunteerism. The post requires excellent organisational and communication skills and successful candidates will have experience of working and supporting volunteers and have experience of delivering training using virtual platforms to a wide range of audiences.

Experience of advice delivery in a CAB setting would be advantageous but not essential.

Citizens Advice Bureau West Lothian are looking for advisers both full and part time to deliver a holistic advice and support service aimed at clients on completing their initial Universal Credit Claim and support them through to their first payment. This involves helping with online forms, the evidence required, and verifying their identity online using telephone, web chat and video call facilities.

About the job

We are looking for a client-focused individual preferably with experience of Social Security benefits (Universal Credit). In this role you will use telephony, email, Webchat and video call facilities.

To succeed, you will have relevant experience and knowledge of current welfare benefits (Universal Credit) and have the ability to analyse the client’s needs and be able to provide the client with advice on eligibility for Universal Credit and support the client through the application process. You will also be able to support the client to gather the information or evidence needed to complete the claim.

You will have strong oral and written communication skills. We are also looking for a proven ability to work effectively and be well organised. Proficiency in using a range of IT tools to carry out your work, including case management systems, online forms and Microsoft Office applications is essential.

Committed, results-driven and supportive to the needs of others, you will be able to work well within a team and have a willingness to follow and develop agreed procedures.

Increasing volunteering – CAB Network

Citizens Advice Bureau West Lothian, in partnership with Motherwell & Wishaw CAB have deliver a project “to develop a digital volunteer recruitment and training programme which can be implemented flexibly in partnership with bureaux across our network, maximising volunteer engagement while sharing resource and expertise”

As well as the Project Coordinator the projects employs 2 full time Training Officers to work with Bureaux across our network.

About the job

We are looking for an experienced Coordinator to continue to develop, lead and manage this innovative project.

This is an exciting role for candidates who are highly motivated and enthusiastic with a commitment to the CAB ethos and volunteerism. The post requires excellent organisational and communication skills with effective time management. The successful candidate will have experience of project management, partner engagement as well as advice experience, preferably in a CAB setting.

Citizens Advice Bureau West Lothian are looking for a suitable experienced adviser to focus on the reduction and prevention of child poverty within the West Lothian area. The successful applicant will work with appropriate clients and with a number of partner agencies to provide a comprehensive financial inclusion and income maximisation service to families where there may be a risk of child poverty.

In addition, the adviser will also be responsible for the provision of a financial health check service for vulnerable families and older people as part of the Scottish Government funded Money Talks project and will deal with referrals from within the bureau and from referral partners throughout the West Lothian area together with referrals from the Money Talks national helpline.

About the job

We are looking for a client-focused individual with experience of providing holistic financial inclusion and income maximisation advice. In this role you will use telephony and email as well as seeing clients face-to-face at first point of contact to ensure they get the advice, information and support needed.

To succeed, you will need relevant experience and knowledge of current welfare benefits together with the ability to analyse the client’s overall financial position and offer early intervention advice and support.

You will have strong oral and written communication skills. We are also looking for a proven ability to work effectively and well organised. Proficiency in using a range of IT tools to carry out your work, including case management systems, online forms and Microsoft Office applications is essential.

Committed, results-driven and supportive to the needs of others, you will be able to work well within a team and have a willingness to follow and develop agreed procedures.

Citizens Advice Bureau West Lothian are seeking unpaid volunteer Directors to join their Board of Directors. They should reside or work in West Lothian.

Directors are expected to play a full part in the activities of the CAB West Lothian Board.

The role of the Board is to set the strategic framework for the organisation, monitor and evaluate the performance of the organisation, including financial performance; and ensure the highest standard of governance and conduct in the business of CAB WL.

The Board meets at least five times per year. In addition, Standing Committees meet a minimum of four times a year. Directors are also requested to participate in various sub committees, working groups, the Annual General meeting and ongoing training events as required.

In particular CAB West Lothian is looking for individuals who have skills, knowledge and experience in the following areas:

• Governance
• Finance
• Legal Background
• Commercial funding
• Human Resources
• Entrepreneur (leading innovation and ideas)
• Media and Marketing

Background:Poppyscotland heads a funding partnership of several other charities which has funded the CAB service to deliver an advice and support service to the Armed Forces community in Scotland. This includes people who are currently serving, those who have served in the past, and their dependants.

Main Purpose:The ASAP Regional Support Officer will work with the Citizens Advice Bureaux across a large geographical area. The officer will provide advice to members of the Armed Forces community, support bureaux in the provision of advice to this group, will co-ordinate regional activities and provide training as appropriate. This advice will include phone, e-mail, virtual and face to face advice (for vulnerable clients)

The role: We are looking for someone who has a minimum of one years’ experience in providing advice particular in relation to money, debt, benefits and income maximisation. Experience of working with veterans or being a veteran is required but not essential.

Citizens Advice Bureau West Lothian are looking for a suitable experienced adviser to focus on the reduction and prevention of child poverty within the West Lothian area. The successful applicant will work with appropriate clients and with a number of partner agencies to provide a comprehensive financial inclusion and income maximisation service to families where there may be a risk of child poverty.

About the job

We are looking for a client-focused individual with experience of providing holistic financial inclusion and income maximisation advice. In this role you will use telephony and email as well as seeing clients face-to-face at first point of contact to ensure they get the advice, information and support needed.

To succeed, you will need relevant experience and knowledge of current welfare benefits together with the ability to analyse the client’s overall financial position and offer early intervention advice and support.

You will have strong oral and written communication skills. We are also looking for a proven ability to work effectively and well organised. Proficiency in using a range of IT tools to carry out your work, including case management systems, online forms and Microsoft Office applications is essential.

Committed, results-driven and supportive to the needs of others, you will be able to work well within a team and have a willingness to follow and develop agreed procedures.

Type of contract: Fixed-term contract until 31/03/2023 (It is hoped that there will be project funding beyond this date).

Increasing volunteering – CAB Network

Citizens Advice Bureau West Lothian, in partnership with Motherwell & Wishaw CAB have secured funding to “to develop a digital volunteer recruitment and training programme which can be implemented flexibly in partnership with bureaux across our network, maximising volunteer engagement while sharing resource and expertise”

This will be a 2 year project and will employ a full time Coordinator and 2 full time Training Officers to work with Bureaux across our network. The Coordinator and one of the Training Officer have already been appointed.

About the job

CAB West Lothian is seeking an experienced Training Officer to work with members of the CAB network to deliver training support for the recruitment of volunteer advisers.

This is a new and exciting role for candidates who are highly motivated and enthusiastic, with a commitment to the CAB ethos and volunteerism. The post requires excellent organisational and communication skills and successful candidates will have experience of working and supporting volunteers and have experience of delivering training using virtual platforms to a wide range of audiences.

Experience of advice delivery in a CAB setting would be advantageous.

Increasing volunteering – CAB Network

Citizens Advice Bureau West Lothian, in partnership with Motherwell & Wishaw CAB have secured funding to “to develop a digital volunteer recruitment and training programme which can be implemented flexibly in partnership with bureaux across our network, maximising volunteer engagement while sharing resource and expertise”

This will be a 2 year project and will employ a full time Coordinator and 2 full time Training Officers to work with Bureaux across our network.

About the job

We are looking for an experienced Coordinator to develop, lead and manage this innovative project and manage the 2 Training Officers.

This is a new and exciting role for candidates who are highly motivated and enthusiastic with a commitment to the CAB ethos and volunteerism. The post requires excellent organisational and communication skills with effective time management.. The successful candidate will have experience of project management, partner engagement as well as advice experience, preferably in a CAB setting.

Summary of role

The JP Morgan Chase Foundation Specialist Debt Helpline Pilot project aims to open up the high quality, free, impartial advice that the CAB network currently offers beyond our existing clients to a wider demographic and volume of people in Scotland, ensuring that everyone can access debt advice in a convenient way, at the point in their life when they need help. This will enable an early resolution for many individuals. The pilot will explore the extent to which complex debt cases can be handled remotely.

The money advice helpline advisers are the first point of contact with clients who access the service from anywhere in Scotland through a dedicated telephone helpline. They will handle casework related to debt cases presented on the helpline.

The specialist debt helpline service is being run by 6 bureaux, and the money helpline advisers will be part of a distributed team, working collaboratively across bureau boundaries.

We are looking to recruit 2 full time posts, one for CAB West Lothian and one for Haddington CAB.

Main responsibilities

By phone, email and video conferencing the money advice helpline advisers provide an effective, holistic diagnosis of the client’s problems, dealing with emergencies, helping to resolve the enquiry, identifying whether the client is able to self-help, arranging follow up meetings as necessary and handling associated casework. Accurate recording of cases will be an important responsibility of this role.

Who we are looking for

We are looking for someone who has minimum of 6 months experience in delivering specialist money advice and debt solutions for clients. We are also looking for someone who has experience of delivering complex advice on the telephone. Any applicant should have excellent communication and organisational abilities and experience of working to KPI’s.

This is a new and exciting project for the CAB network and is a great opportunity for the right applicant to be involved in the development of a debt advice helpline in Scotland.

Citizens Advice Bureau West Lothian has secured funding to develop and enhance our existing Debt Advice service in order to support clients with debt issues including those who may be suffering as a result of the current economic downturn.

The Debt Team aims to assist clients with debt by offering specialist personalised information and support service from signposting to enable self-help through to supporting clients to make informed choices as to how to manage their debt and support with statutory debt remedies that may be available based on the client’s individual circumstances.

About the job

We are looking for a client-focused individual with experience of providing debt advice, to join us as Multi Channel Debt Triage Adviser within the Debt Team. In this role you will use telephony and webchat as well as seeing clients face-to-face at first point of contact on debt issues to ensure they get the advice, information and support needed.

To succeed, you will need relevant experience and knowledge of debt together with the ability to analyse the client’s overall debt position and offer early intervention advice and support together with the ability to recognise when to refer onto specialist debt help. In addition you will work alongside a specialist debt adviser.

You will have an awareness of the current welfare benefit system including Universal Credit.

You will have strong oral and written communication skills. We are also looking for a proven ability to work effectively and well organised. Proficiency in using a range of IT tools to carry out your work, including case management systems, online forms and Microsoft Office applications is essential.

Committed, results-driven and supportive to the needs of others, you will be able to work well within a team and have a willingness to follow and develop agreed procedures.

The Citizens Advice network is contracted to deliver a comprehensive, enhanced support service encompassing the Money Talks Team (MTT) and Help to Claim projects. This is delivered through the channels of telephone, web chat and face-to-face interaction with clients.

Project aims:

• Help to Claim aims to support people to make a Universal Credit claim - from initial claim to first full correct payment
• Money Talks Team aims to motivate low income families to seek financial advice to maximise their income by ensuring that they are not paying more for essential goods and services than they need to and that they are getting all the benefits, grants and exemptions (council tax, energy) to which they are entitled.

About the job

We are looking for a client-focused individual with experience of providing welfare benefits advice and income maximisation benefit checks, to join us as a Multi-Channel Adviser covering Money Talks Team and Help to Claim projects. In this role you will use telephony and webchat as well as seeing clients face-to-face to ensure they get the advice, information and support needed.

To succeed, you will need relevant experience and knowledge of the wider welfare benefit system including Universal Credit, demonstrating strong oral and written communication skills. You will be experienced on using benefit entitlement calculators and in explaining the results of the benefit check. We are also looking for a proven ability to work effectively and well organised. Proficiency using a range of IT tools to carry out your work, including case management systems, online claims’ services and Microsoft Office applications is essential.

Committed, results-driven and supportive to the needs of others, you work well within a team and are willing to follow and develop agreed procedures.

Hours: 35 Hours per week. The requirement to be available from 8am and up to 6pm is essential and will be allocated on a rota basis.)