More about the job
To input all relevant information (related to client personal details, details of income and expenditure, details of debts/Creditors and details of any assets) onto the system (CASTLE) and also add accurate and logical case notes onto CASTLE.
- To follow up with client and/or Creditor via letter, e-mail, phone, to ensure accurate and full information obtained and up-date on systems accordingly
- To prepare Financial Statement and go through/check this with client for accuracy, amending as required/where appropriate, before passing case over to ‘approved money adviser.’
To feedback any concerns/issues to money adviser and/or Bureau Manager; attend team meetings and contribute to on-going development of the service. · To attend training as appropriate to ensure skills/knowledge remain up-to
You can download an application pack from the links below or request from: