Jacqui MacLeod

• Ensured privacy, confidentiality and DPA during all dealings with clients' personal information.
• Adhered to all the principles of the CAB organisation
• Coordinated effectively with social services agencies, assisting in multidisciplinary case management.
• Represented clients at tribunals to ensure fair representation and outcomes.
• Improved client understanding by explaining complicated welfare benefits legislation.
• Offered practical solutions for diverse problems related to welfare rights issues.
• Liaised effectively with other professionals for holistic client support.
• Maintained organised case files, ensuring efficient retrieval of information when needed. Specifically using the Database created for CAB, Excel for client outcomes and Word for letters and submissions on behalf of clients.
• Assessed client's eligibility for various benefits to secure financial stability.
• Visited vulnerable clients at home, offering tailored advice and support.
• Attended regular training sessions to maintain current knowledge of welfare rights policies.
• Conducted thorough research to stay updated on changes in welfare rights law.
• Attended regular training and supervision workshops for improved service user support.
• Prepared reports for legal action and provided evidence in court.
• Collaborated with officials to prepare required legal documentation for court proceedings.

• Managed daily operations to increase productivity.
• Delegated tasks appropriately, achieved balanced workload among team members.
• Conducted performance appraisals with employees for career development discussions.
• Provided constructive feedback to staff for improved performance levels.
• Implemented company policies effectively, maintained high standards of service delivery.
• Trained new advisers and set up mentoring relationships to drive team performance via competencies and shadowing for interviews with clients.

Providing benefit and debt advice to the local community. Liaising with other bodies to access the best debt solutions.

Representation for clients at appeal hearings.

Doing outreach surgeries, to the local villages, delivering general and specialist advice.