Navigate is looking for an organised, compassionate person who can listen, build trust and help people take practical next steps during a financial crisis
For this role as Somerset Crisis and Benefits Officer, previous money-advice experience is not essential. The team will provide structured training, supervision and support.
Here’s what you will need:
• Experience of helping, supporting or working with people, including transferable or voluntary experience.
• Excellent listening and communication skills, including with people who are distressed or overwhelmed.
• A calm, practical and non-judgemental approach to problem-solving.
• Good organisation, attention to detail and the ability to manage competing priorities.
• Confidence using digital systems and keeping clear, accurate records.
• Commitment to confidentiality, safeguarding, equality and professional boundaries.
What they will teach you:
• Welfare benefits, entitlement checks and income-maximisation processes.
• How to recognise priority debts and prepare clients for regulated debt advice.
• Crisis Fund, Breathing Space and emergency-support procedures relevant to the role.
• AdvicePro, risk assessment, safeguarding, GDPR and Wis£rmoney referral pathways.
Other Requirements:
• Ability to travel across Somerset for outreach and home visits when required (driving license and transport required).
To find out more about Navigate and the role, visit their website.
