Advice Administrator

Job Title: Advice Administrator

Job Description

We are seeking a proactive, customer-focused Advice Administrator to provide practical advice and support to customers, particularly those in vulnerable circumstances. The role involves working from a mobile advice van, attending community events, providing telephone and face-to-face support, and completing administrative duties.

The successful candidate will assess customer needs, provide tailored guidance, identify eligibility for funding and financial assistance, and refer customers to relevant support services. They will also maintain accurate records, contribute to reporting, build relationships with partner organisations and help improve service delivery.

Key Responsibilities

• Provide high-quality, tailored advice and support to customers.

• Conduct customer assessments and identify appropriate support and funding opportunities.

• Deliver telephone and face-to-face advice, including support for vulnerable customers.

• Maintain accurate customer records and update CRM systems.

• Complete administrative tasks and assist with reporting.

• Meet agreed KPIs and contribute to overall project targets.

• Attend community events and develop relationships with partner organisations.

• Identify opportunities to improve processes and customer service.

• Work collaboratively with colleagues to ensure effective service delivery.

Essential Requirements

• Full, valid UK driving licence and access to a vehicle for business use.

• Appropriate business insurance, with eligible mileage expenses reimbursed.

• Ability to drive a large commercial van.

• Basic DBS check.

• Excellent communication, customer service and organisational skills.

• Strong IT skills, including CRM systems and Microsoft Office.

• Ability to manage workloads, meet targets and maintain accurate records.

• Empathy and a commitment to supporting vulnerable customers.

Previous experience in customer service, advice provision or administration is desirable. Candidates must be proactive, adaptable and able to work independently and as part of a team