Assessors carry out an initial assessment to decide the best next steps for clients – do they need information, an advice interview, or can another agency help them better?
This is a dynamic and focused role. As an Assessor you will:
- Greet clients and explain the assessment process
- Explore the client’s problem(s) and situation
- Assess the risk/urgency of the client’s issue and their ability to deal with the problem themselves
- Identify the next step that needs to be taken
- Help prevent future problems for wider society by identifying issues that affect a lot of our clients
- Summarise the content of the interview for the client and explain what happens next
- Ensure clients know that they can get back in touch if necessary
- Book appointments (where relevant), signpost & provide information
- Update the database, completing the assessment screens
- Debt only
- Use the online debt assessment to explore the client’s problem(s) and situation and record their information
- Input incomes and expenditure detail
We expect our Assessors to commit to a minimum of 2 x 4-hour sessions per week, both while training and assessing. The initial training period takes approximately 8-12 weeks and, in this time, you will observe and participate in telephone, email and in person assessments, as well as using self-study packs to increase your understanding of the role.
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