Financial Health Check Worker (Full Time, Fixed Term), Inverness Badenoch and Strathspey Citizens Advice Bureau

The Financial Health Check Worker will play a key role in the delivery of an innovative multi-channel financial health check service in the Citizens Advice Bureau network in Scotland.  This project aims to improve access to and the efficiency of financial health checks for vulnerable families and older people.  The financial health check workers are the first point of contact with clients who access the service through a dedicated helpline by phone.

The financial health check workers aim to provide the most effective service to suit the needs of the client.  By phone they provide a holistic diagnosis of the client’s problems, helping to support the client to maximise their income and identifying whether the client is able to self-help.  They refer on to their manager for emergencies or to an appropriate local Citizens Advice Bureau for a face-to-face appointment in a local bureau or other appropriate agency.  On-site support and training will be provided by the Citizens Advice Bureau.