Open new client cases and ensure all case preliminary checks are completed and accurately recorded in NBAC’s case management system (conflict of interest, ID, data protection and complaints procedure).
Carry out initial assessment interviews with debt clients and support clients to be “advice ready” (e.g. gathering evidence of income and expenditure, verifying debt balances, obtaining credit reports).
Help clients with basic income maximisation (e.g. completing benefit checks, applying for charitable grants, switching bank accounts etc.) and budgeting.
Assist specialist debt advisors by carrying out other non-specialist tasks as required.
Where appropriate signpost to services (internal and external) for additional support.
To keep up to date with relevant policies and practices and attend appropriate training courses where required.
Carry out any other related tasks as required.
All work to be carried out in accordance with NBAC’s Equality and Diversity Policy