The service is a partnership between Carers Crossroads West Wales and Age Cymru Dyfed
The key part of the service is to provide a high-quality information and advice service, with case work (level 4), and support people who are struggling with their financial well-being. This is especially in relation to unregulated debt.
Age Cymru Dyfed will deliver financial wellbeing support in relation to the debt section of the service but will also assist with providing welfare benefit resources when appropriate.
Act for the client where necessary by calculating entitlement, negotiating, drafting, and writing letters.
Maintaining up-to-date files and records of interviews in line with the I&A Quality Programme benchmarks and the Advice Quality Standard.
To ensure that the policies of Age Cymru Dyfed, particularly the Equality and Diversity, Health and Safety and Confidentiality policies and other client care practices, are correctly adhered to.
To work with other members of the team to improve the effectiveness of Age Cymru Dyfed and provide relief cover for other staff when required.
To contribute to Age Cymru Dyfed's social policy work.
Age Cymru Dyfed has a team of trained Information & Advice officers throughout the three Counties.
This role will provide both short-term and long-term support for people living within Carmarthenshire.
The service provision will be adaptable and could either be face-to-face in the home/office, and/or telephone to meet the needs of the individual.
Occasional flexibility may be needed for appointment times to suit the client's needs .
Key responsibilities of the role:
Provide advice covering a range of topics including (but not exclusively), Unregulated Debt, Budgeting Finances, Welfare Benefits, Housing and local services.
Develop a working knowledge of the information resources and office systems, which support the advice service, using them effectively and contributing to their continuous improvement.
Keep up to date on relevant changes in the law, policies, and procedures, both locally and nationally, as they apply to and affect older people and their carers.
To provide and maintain statistical information and case records in line with data protection regulations.
To signpost to the appropriate debt support service for regulated debt issues.
To deliver financial wellbeing workshops concentrating on managing money, online banking and budgeting.
To negotiate on behalf of clients, ensuring that the client's best interests are represented.
Contribute to the maintenance of local information systems.
To work as part of a team with other advice staff and volunteers.
To liaise with outside agencies including Social Services and Department for Works and Pensions on behalf of clients, and for the purpose of establishing close working links.
To make home / outreach visits as necessary
To assist with the training and supervision of the advice volunteers.
Promote the service to local partners and priority clients.
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