Job Vacancy

Job Vacancy

29th September 2022

Job Description


Job Title: Income Maximisation Adviser

Responsible to: Manager

Hours: 17.5 hours per week.  This post could be combined with another vacancy to create a 31 hrs per week post.   Expressions of interest and informal discussions welcomed.

Type of Contract: Fixed term until end March 2023 with possible extension (depending on funding)



The Income Maximisation Adviser will play a key role in the delivery of a new social justice project: Money Talk Plus.  This project aims to support low income families, with young children in particular, to access all the help they are entitled to.


Main responsibilities

The adviser will aim to provide the most effective service to suit the needs of the client and will provide a holistic diagnosis of the client’s problems and help to support the client to maximise their income. 



  • Undertaking diagnostic interviews with clients by phone or face to face and diagnosing whether individuals are eligible to apply for benefits or to access other income maximisation support. 
  • To provide support to clients to navigate the application process
  • To support advisers to do same
  • Help with resolution of straightforward enquiries
  • Signposting clients who can do more to self-help
  • Referring to specialists in the bureau for help with more complex enquiries
  • Working with the Session Supervisor to ensure efficient service provision
  • Maintaining case records including detailed statistics
  • Maintaining expertise in relevant legislation e.g. Welfare rights and benefits
  • Providing information for project reports
  • Attending team and staff meetings as required
  • Carrying out other duties as specified by the manager and required by the needs of the post


Income Maximisation Adviser Person Specification



· Completion of accredited training to SNSIAP advice level II or evidence of competence through Citizens Advice Bureau        ATP Completion, relevant CPAG courses and/or Matrics training.



· Recent advice experience, welfare rights or debt counselling

· Input to electronic case management systems


Skills and Attributes

· Ability to identify and respond to the communication needs of clients

· Ability to work without close supervision, prioritise own work and meet deadlines

· Ability to work as part of a team

· Ability to communicate effectively, both orally and in writing

· Ability to work hours flexibly as required by the needs of the service



· A sound working knowledge of social security benefits and entitlement

· A knowledge of income maximisation strategies

· A working knowledge of Microsoft software and related packages

· An understanding of and commitment to aims, principles and policies of the service



· A willingness to undertake training identified in collaboration with the Bureau Manager


How to apply

For an application form please email:

or phone: 01667 456677