Generalist Adviser
Tasks carried out by Advisers
Being an adviser is a very varied role. As an adviser you will:
- Interview clients at drop-in sessions and appointments in the bureau, over the phone and at outreach sessions.
- Give information from the Citizens Advice Bureau electronic information system and other sources.
- Give advice in explaining the choices and consequences the client faces.
- Give practical help by writing letters, making telephone calls, completing forms, doing basic calculations for clients
- Refer clients to other agencies if they are better placed to help
- Keep records on computer of all clients' cases
- Prevent future problems by identifying common issues that affect many clients.
Qualifications and Experience
You don't need any particular qualifications or experience to train as an adviser. All sorts of people are Citizens Advice Bureau advisers. You need to:
- Be good at listening.
- Be able to work in a team.
- Be able to read and write English.
- Be able to do basic maths.
- Be open-minded and non-judgemental.
- Enjoy helping people.
Support every step of the way
Advisers don't need to know it all! We provide all trainee advisers with a comprehensive accredited training programme that will give you the skills you need to deliver a high quality service to clients. Our up-to-date electronic information system contains most of the information you will need when advising clients. more...
You won't be left alone after you are trained. There will always be a more experienced adviser, who will give you support, advice and guidance. The bureau insures all advisers in case mistakes are made. Once you have qualified as a Generalist Adviser, you will have the opportunity to develop further skills and increase the depth and breadth of your knowledge.
