Volunteer Role: Form Filling Adviser

Purpose of the role

To assist clients with the completion of complex benefit application forms

To help influence government and other organisations by informing them of the effect of their actions on the lives of clients.

Main duties and responsibilities may include

  • Interviewing clients, both face-to-face and on the telephone, letting the client explain their enquiry and helping the client to set priorities.
  • Finding, interpreting and communicating the relevant information and exploring options and implications in order that the client can come to a decision.
  • Helping the client where appropriate to complete benefit application forms.
  • Completing clear and accurate case records.
  • Keeping up to date on important issues by attending the appropriate training and by essential reading.
  • Attending bureau meetings.

Personal skills and qualities

  • A commitment to the aims and principles of the CAB service.
  • A regular commitment to volunteer for two three hour or one six hour sessions per week on a regular basis.
  • Excellent communication skills.
  • Be able to read and write English
  • Being open and approachable.
  • Ability to communicate clearly both orally and in writing.
  • Ability to sift through information and extract what is relevant.
  • Respect for views, values and cultures that are different to their own.
  • An understanding of why confidentiality is important.
  • Being open to using computers on a regular basis.
  • A positive attitude to self-development and assessment.
  • Ability to work as part of a team.
  • Ability to recognise own limits and boundaries in the role.

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