CDA Debt Adviser

CDA, a leading debt advice organisation in Redhill Surrey, and looking to recruit an Experienced Part Time Debt Adviser , 14 hours per week £xx per hour. Occasional evenings may be required.  See JD for further details.

Role description

  • Provide face to face debt advice to clients in accordance with training and good practice; carry out necessary related administration; work as part of CDA team to improve and develop CDA.

Outline of main tasks

  • Carry out client interviews as a lead or support debt adviser
  • Obtain information on debts, income and expenditure to prepare a financial statement
  • Advise clients of available strategies in accordance with FCA guidance
  • Ensure follow-up or review meetings are planned and booked
  • Maintain client files in good order, ensuring notes are kept of all interactions with clients and related parties
  • Liaise with or refer to any relevant organisations who might benefit the client
  • Research technical areas of debt advice through reading books, journals or seeking specialist advice where necessary
  • Build relationships with the clients to maintain trust and a good working relationship
  • Be prepared to and have a desire to pray with clients
  • Attend CDA team meetings
  • Identify your training needs and take steps to meet them

Skills required

  • Experience in Debt Advice or related activities
  • Friendly, efficient and can work from own initiative
  • Compassionate and non-judgemental approach, able to make clients feel at ease in meetings
  • Good verbal and written communication skills
  • Able to maintain client confidentiality
  • Confident with Word, some knowledge of Excel. An ability to learn our on-line case management system

Other information

  • A DBS check will be required as a condition of employment
  • Compulsory to complete Community Money Advice training and to maintain ongoing training
  • CDA has policies on Confidentiality, Equal Opportunities, Complaints and Code of Practice, which you would be expected to read and comply with
  • It is our policy and practice to have two CDA workers present during interviews with clients, including one qualified Debt Adviser
  • CDA is regulated by the Financial Conduct Authority and subject to their rules and regulations

Supporting Documents

Posted in Recruitment.