Generalist Advisers meet with clients attending our drop-in advice sessions or by appointment, discuss and diagnose their issue(s), provide relevant information and advice, agree next steps, offer practical support to ensure clients can take those next steps and write clear records of client contacts.
Duties:
The tasks involved in this role are:
- On a rota basis, to interview clients in person – listen to the client and let the client explain the problem. Help the client to clarify the issues by exploring the problem and asking questions.
- Giving information - Use Advisernet and other reference materials to find the relevant information, communicate that information to clients.
- Giving advice – explain the information to the client and the choices that the client has, so they can decide what to do.
- Give practical help – Fill in forms on paper or online, do benefit checks using appropriate calculation tools, speak to or contact other agencies on behalf of the client, with the client’s consent.
- Complete clear case records including a record of social policy issues if present.
The tasks involved in this role are:
Essential Requirements:
Successful applicants will require a bank account/credit union account (in their own name).
Additional Information:
Support and training
- Training for this role includes:
- An initial half day induction with the Bureau Manager who will introduce our team to you, provide key information on; what we do and how we operate, health and safety, support and training, the main adviser tools we use (Caslearn our electronic training system, CASTLE our client record system, Advisernet and our other acceptable sources of advice and Microsoft Teams) and, how to claim expenses.
- Completion of the Adviser Training Programme, which is a schedule of training that must be completed by every adviser in every CAB in Scotland. It is a blended learning programme consisting of self-directed training using Caslearn, attendance at a series of remote or in-person two-to-three-hour group training sessions and practical experience at the bureau in the form of shadowing experienced advisers and being mentored through a process of increased participation in interviews over several weeks. Trainees are guided through the Adviser Training Programme by the Bureau Manager.
- Once the Adviser Training Programme has been completed and competence has been assessed and confirmed, support continues in the form of regular checking of completed case records.
- A member of staff or one of our very experienced volunteers is designated to support and supervise every advice session to ensure efficiency, make sure clients are content and informed about waiting times and to assist the Generalist Advisers to advise clients and complete write-ups.
Support and training
How To Apply:
Applicants must be registered with Jobs & Business Glasgow
Applicants must be submitted to Hanlon Ref number: Gen26521
CV’s to be saved here: G:\_5. STRATEGIC PROJECTS\5. 2026-27 ILM Recruitment Folder\1. Recruitment\14. Castlemilk Citizens Advice Bureau\CV
Stage 1 Evidence to be saved here: G:\_5. STRATEGIC PROJECTS\5. 2026-27 ILM Recruitment Folder\1. Recruitment\14. Castlemilk Citizens Advice Bureau\Stage 1 evidence
Right to Work evidence to be saved here: G:\_5. STRATEGIC PROJECTS\5. 2026-27 ILM Recruitment Folder\1. Recruitment\14. Castlemilk Citizens Advice Bureau\RTW evidence
Applicants must be registered with Jobs & Business Glasgow
Applicants must be submitted to Hanlon Ref number: Gen26521
CV’s to be saved here: G:\_5. STRATEGIC PROJECTS\5. 2026-27 ILM Recruitment Folder\1. Recruitment\14. Castlemilk Citizens Advice Bureau\CV
Stage 1 Evidence to be saved here: G:\_5. STRATEGIC PROJECTS\5. 2026-27 ILM Recruitment Folder\1. Recruitment\14. Castlemilk Citizens Advice Bureau\Stage 1 evidence
Right to Work evidence to be saved here: G:\_5. STRATEGIC PROJECTS\5. 2026-27 ILM Recruitment Folder\1. Recruitment\14. Castlemilk Citizens Advice Bureau\RTW evidence
