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Triage Officer (4 Posts) - South West Aberdeenshire Citizens Advice Bureau

Job Details

Job title
Triage Officer
Closing date
Wednesday 26 June 2024
Week commencing 1 July 2024. Held locally to the preferred office.
Westhill (1 Post); Turriff (1 Post); Peterhead (1 Post); Stonehaven (1 Post)
Hours per week
Type of contract
Fixed-term contract to 31 March 2025
£26,917 pro rata per annum

More about the job

About the job

South West Aberdeenshire Citizens Advice Bureau is based in Westhill, is an independent and innovative advice organisation providing holistic advice and support to local people. We work with North West Aberdeenshire CAB, North East Aberdeenshire CAB and Kincardine and Mearns CAB as a Consortium to provide advice and support to people across Aberdeenshire.

These roles are designed to help individuals across Aberdeenshire during on-going times of stress and uncertainty by offering timely, effective and targeted support, whilst allowing bureau to effectively manage resource and performance, whilst creating positive impact. We will do this by offering a triage support service which will aim to assess client need at the earliest opportunity, effectively prioritising support and allowing more effective appointment/resource management.

Triage is important to the advice service where people are looking for reassurance and advice about their issues but are unsure or unable to move forward by themselves. Triage is a brief intervention and aims to sort client priorities, based on their needs. Due to the complexity of many of our clients’ needs and issues, triage assessment is imperative to ensure our clients are properly and timeously dealt with and facilitates the flow across our services.

The type of issues that the Triage Office would help advise and direct on include: Benefits, Income maximisation, Budgeting, Money & Debt, Housing, Relationship, Employment and Legal.

These posts are designed to help individuals across Aberdeenshire during on-going times of stress and uncertainty. The post holders will;

  • Assess clients’ needs and establish the level of advice and support needed by using sensitive listening and questioning skills.
  • Identify any emergencies and triage as appropriate, ensuring the correct type and level of support required.
  • Direct clients to the most appropriate form of advice only once they have found out as much information from the client as possible using a 4-tier assessment system from non-urgent to emergency advice.
  • Provide internal and external referrals and information on advice and representation and other tackling poverty initiatives throughout Aberdeenshire.
  • To check whether individuals are eligible to apply for benefits or access other income maximisation support and arrange appointments with advisers as necessary.
  • To explore clients’ circumstances, support needs and access channel preferences considering language barriers, accessibility needs, and issues around digital access and ability.
  • Develop and maintain knowledge in relevant legislation eg debt, welfare rights and benefits.
  • Co-ordinates the needs of the client and liaises where appropriate with specialist Bureau staff and other relevant agencies.
  • Maintain accurate case records and files in both written and electronic form in line with national standards and Citizens Advice Scotland's quality assurance.
  • To record, update and maintain information on a case management system for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.

South West Aberdeenshire CAB offers excellent terms and conditions, including a total of 28 days leave, pro rata, and a pension scheme with a 5% employer contribution. South West Aberdeenshire CAB is an inclusive employer considering flexible working arrangements where appropriate. For more details of some of the other benefits on offer to our employees, please email

How to apply

For further details and information on how to apply, please contact to request an application pack. Please state clearly which location you are applying to work from.

Please note that this post is subject to a satisfactory Basic Disclosure check.

Applications must be received by 4pm on Wednesday 26 June 2024.

About the employer

We are committed to equal opportunities both in service provision and employment.

South West Aberdeenshire Citizens Advice Bureau is authorised and regulated by the Financial Conduct Authority FRN 617487. SWACAB is a Scottish Charity No: SC037679 & Co Ltd by Guarantee No: 365959. Registered office: Suite 2, Westhill Shopping Centre, Westhill AB32 6RL.

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