Generalist Assessor

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.