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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Develop your communication skills by working with local people, virtually and or in person to find out about experiences of health and social care. Learn about local services and share this with the community at regional events.
