Recruiting - Financial Inclusion

Recruiting - Financial Inclusion

15th September 2022

Financial Inclusion Advisor

Employer:      Citizens Advice Bureau West Lothian

Hours             35 hours

Salary             £26,517 per annum

Our Organisation

We are a dynamic and forward thinking organisation.  We recognise the value of our staff and this is reflected in our positive working environment.  Staff benefit from family friendly policies, blended working and commitment to personal development of all staff. It is a supportive and happy working environment and you will make a positive contribution to the clients we work with.


Citizens Advice Bureau West Lothian are looking for a suitable experienced adviser to focus on the reduction of poverty and supporting people to have more control over their finances. The successful applicant will work with appropriate clients and with a number of partner agencies to ensure the provision of a high quality holistic and comprehensive financial inclusion and income maximisation service. The focus will be to assist people with impact of cost of living.

About the job

We are looking for a client-focused individual with experience of providing holistic financial inclusion and income maximisation advice. In this role you will use telephony and email as well as seeing clients face-to-face at first point of contact to ensure they get the advice, information and support needed. You will be required to deliver from outreach venues in West Lothian to ensure we reach clients who really need our help.

To succeed, you will need relevant experience and knowledge of current welfare benefits together with the ability to analyse the client’s overall financial position and offer early intervention advice and support.

You will have strong oral and written communication skills. We are also looking for a proven ability to work effectively and well organised. Proficiency in using a range of IT tools to carry out your work, including case management systems, benefit calculators, online forms and Microsoft Office applications is essential.

Committed, results-driven and supportive to the needs of others, you will be able to work well within a team and have a willingness to follow and develop agreed procedures.

Type of contract: Fixed-term contract until 30/09/2023 (strong possibility extension beyond this date)

Application notes

For further details and information on how to apply, please email:

Closing Date: 27 September 2022