Peebles and District Citizens Advice Bureau (CAB)

Charity registered in Scotland SC004900

Peebles and District Citizens Advice Bureau is a local, voluntary advice agency providing invaluable advice, information and support to the citizens of Peebles and Tweeddale. It is an individual, independent charity in its own right, working in partnership and as part of a wider Citizens Advice Network in Scotland and a consortium of CAB in the Scottish Borders.
We believe that every citizen should have access to free, impartial and confidential advice that helps them make informed decisions, whenever they need it and however they choose to access it.

Current opportunities

We are currently seeking a new finance director to join our board and we hope to find someone who has experience of financial management and accountancy. Our current finance director will remain on the board and will be a source of support for the new finance director. We would like our Board to be representative of our local community and so would welcome approaches from people who live locally or have lived experience of issues facing our clients. We encourage applications from all sectors of the community and you do not need to have board experience to apply, we will support you with tailored training based on your level of experience. Role and responsibilities: As well as bearing all the fiduciary duty of a board officer, the finance director is the person specifically entrusted with management of the bureau funds. They will deal with much of the day-to-day financial business and will play a key role in planning a clear fundraising strategy. The finance director is also responsible for ensuring that accurate records are maintained and the board is informed of all relevant financial matters. The tasks associated with this post are: • liaising with and advising the Manager and Board on financial matters • controlling and accounting for the bureau’s finances, ensuring that full financial records are kept for all transactions and carrying out all approved banking transactions • liaising with the payroll administrator on monthly salary payments to paid staff • ensuring that proper financial procedures and accounting practice are in place to safeguard the bureau’s resources • preparing financial statements for board meetings and for the annual general meeting • liaise with the appointed Independent examiner for the annual review of accounts • preparing an annual budget and advising the board of its financial requirements for the year ahead

As a generalist adviser you will inform and support CAB clients with a wide range of enquiries and make a genuine difference in many people’s lives. Role Description : Do you like helping people and problem solving? Do you have good attention to detail and a willingness to research and work through an enquiry to find the best outcome for the client? We often deal with the most vulnerable in our community and our advice can make a huge difference to our clients’ financial circumstances and wellbeing. You will receive full and ongoing training, in a supportive environment, which will equip you to offer advice to clients about welfare benefits, debt, employment, housing, consumer issues, and a range of other subjects. What does an adviser do? The role of a Citizens Advice Bureau adviser is very varied. Here is some more information on some of the things advisers do in the Citizens Advice Bureau: • Interview clients at the bureau, by phone or in person. Some bureaux give advice by e-mail or even by SMS • Provide information from AdviserNet - our web-based information system - and other sources • Explain the choices the client faces, and what these choices mean • Offer practical help to clients by writing letters, making phone calls and helping fill in forms • Perform calculations (for example, to assess entitlement to certain kinds of benefits) • Refer clients to other agencies if they are better placed to help • Keep records of all clients’ cases • Prevent future problems by identifying issues that affect a lot of clients – this is called social policy work • Some bureau advisers represent clients at tribunals Skills and Experience required: You don’t need to know everything! The Citizens Advice Bureau accredited adviser training programme and AdviserNet, our web-based information system, will give you all the skills you need to deliver a high-quality service. We do need generalist advisers to have the following skills:- • Good listener • Can work in a team • Can read and write English, and do basic arithmetic • Are open–minded and don’t judge people or their circumstances • Enjoy helping all kinds of people • Be prepared to commit around 4 hours each week