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Money Advice Plus Adviser - North West Aberdeenshire Citizens Advice Bureau

Job Details

Job title
Money Advice Plus Adviser
Closing date
Friday 26 April 2024
Thursday 2 May 2024
Hours per week
Type of contract
Fixed-term contract to 31 March 2025
£17,850 (pro rata) 8% employer pension

More about the job

About the job

Summary of role

The Money Talks Plus Adviser, will play a key role in the delivery of an independent, free, impartial and confidential advice, information and advocacy service, to Association standards, to assist vulnerable families and people, living in NW Aberdeenshire, to deal with poverty related issues affecting their lives.  This project aims to improve access to, and the efficiency of, financial health checks for vulnerable families and older people, providing holistic financial inclusion and income maximisation advice in order to improve their financial circumstances.

Main responsibilities

The Money Talks Plus Adviser aims to provide the most effective service to suit the needs of the client.

  • Assist in all Bureau enquiries
  • Undertake diagnostic interviews with clients by phone, face to face or video call to assess whether individuals are eligible to apply for benefits or to access other income maximisation support
  • Help with resolution of straightforward enquiries
  • Signpost clients who can do more to self-help
  • Refer to Session Supervisor for help with emergencies
  • Provide information and advice on all aspects of Social Security Benefits
  • Carry out benefit checks
  • To provide assistance with the completion of benefits forms
  • Refer to Session Supervisor for support with more complex issues
  • Make referral to internal Benefits/Money Advice Teams or another appropriate agency
  • Maintaining case records including detailed statistics
  • Maintaining expertise in relevant legislation eg welfare rights and benefits
  • Ensure that financial gains are recorded appropriately
  • Providing information for project reports
  • Attending team and staff meetings as required
  • To work within the aims and the values of the CAB service
  • Personal Qualities:
  • Excellent organisational and personal management skills
  • Good financial background/financial acumen
  • Good interpersonal skills 
  • Ability to change and adapt the role
  • Ability to recognise and give social and factual evidence for role development
  • Ability to work to deadlines
How to apply

For further information and an application form please use the links at the bottom of this page or contact

Applications must be received by 12 noon on Friday 26 April 2024.

Equality and diversity monitoring: to help North West Aberdeenshire Citizens Advice Bureau monitor equality and diversity statistics please return the Equality and Diversity Monitoring Form separate from your other application documents by emailing it to

About the employer

North West Aberdeenshire Citizens Advice Bureau is committed to equal opportunities both in service provision and employment.
Charity number: SC007159
Charity name: North West Aberdeenshire Citizens Advice Bureau

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