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Key job tasks:

  • To provide Information and advice case work with practical support - either through home visits, local surgeries and appointments, or by telephone.
  • To provide person-centred holistic assessments to identify the needs of older people and carers in relation to all aspects of independent living, including: health; wellbeing; housing; finances; daily living tasks; personal care; mobility and social and digital inclusion.
  • To provide information, advice and support to understand options and make and implement choices.
  • To manage I&A team and any projects allocated to the team
  • Work towards gaining quality standards for I&A service
  • Represent Age UK WC at external I&A meetings
  • Work with your Line Manager to develop the range of services we can offer


  • To provide practical support to maximise income, manage household finances & suppliers and understand options for paying for care (eg direct payments, individual budgets, carers’ budgets etc).
  • To provide direct assistance with form filling – eg benefit claims, Disabled Facilities grants, Blue Badges etc.
  • To work with Credit Unions in order to provide local banking services in rural areas.
  • To offer affordable warmth advice to access cold weather payments and promote supplier switching where appropriate.
  • To advise on fuel poverty and liaise with energy companies to eliminate associated debts.



  • To work with local housing providers to find more suitable housing options where necessary
  • To provide supported access to help with home repairs and adaptations (eg Disabled Facilities Grants, equity release etc),
  • To advise on Winter Warmth including grants to better insulate homes in partnership with voluntary agencies such as Cumbria Action For Sustainability and other specialist agencies.
  • To provide support on the practical aspects of moving home.


  • To provide advice on smaller aids and adaptations to enable greater independence and mobility within the home.
  • To advice older people on the range of assistive living technologies available to them to create safer living environments.
  • To signpost people to care and support services within the community – such as shopping and cleaning services.


  • To provide supported access to other Age UK, partner and external services.
  • To provide follow-up assessments to review the progress of clients and the impact of interventions.
  • To maintain client records on the Charity Log database and provide monitoring reports and case studies, as required.
  • To liaise with the Age UK Brand Manager to promote the service to potential beneficiaries, partners and local communities.
  • To undertake any other duties commensurate to the role.

Organisation-wide Responsibilities

To ensure that all relevant Age UK West Cumbria policies, procedures and legislative requirements are observed.

To participate in Age UK West Cumbria promotional fundraising, social events and other activities as requested

To work at all times in accordance with the philosophy, ethos and values and principles of the organisation.

To comply with individual responsibilities in relation to health and safety in accordance with Age UK West Cumbria’s Health and Safety Policy and Procedure and to ensure all health and safety requirements are effectively implemented.

Any other duties as required by the Board of Trustees which are commensurate with the duties and responsibilities of the post

To be committed to and comply with Age UK West Cumbria’s Vision and Values:


We will work to achieve the best quality of life for people in West Cumbria via innovative services delivered by our committed team.


1 - We are creative – we will innovate our services and products

2 - We are passionate – we deliver our services with energy and dedication

3 - We are people – our staff and volunteers are committed and customers are at the Heart of everything thing we do

4 - We are community – we are proud of the people and West Cumbria

Job Types: Full-time, Permanent

Salary: £26,091.00-£28,538.00 per year


  • Casual dress
  • Company pension
  • Employee discount
  • Flexible schedule
  • On-site parking
  • Private medical insurance
  • Sick pay
  • Work from home


  • Monday to Friday

COVID-19 considerations:
We have risk assessments in place and are using PPE and all recommended precautions in line with current government advice.


  • GCSE or equivalent (preferred)

Work remotely:

  • Temporarily due to COVID-19

Apply now through on the link below.

Apply Here Now