CONFIDENTIAL APPLICATION FORM SECTION 1
Please refer to the Guidance Notes for Applicants before completing this
application form. Please note that Section 3 will be detached before sending
your application to the recruitment panel.
Candidate ref. number (for office use only):
Position applied for
Job title
Guidance Guarantee Agent - Caseworker
Location
Personal Information
First name(s)
Title
Last name
Address for correspondence
Address
Postcode
Telephone home
Telephone work
May we contact you at work?
Mobile
Email
Yes/No
Working arrangements
All posts at Citizens Advice are open to discussion about flexible working such
as from home, job-share or part time. Opportunities for flexible working can be
discussed at any stage of the recruitment and selection process.
Entitlement to work in the UK
A job offer will be subject to confirmation that you are permitted to work in the
UK in accordance with the provisions of the Asylum and Immigration Act
1996. You will be asked to provide evidence of your entitlement to work in the
UK if you are successful and an offer of employment is made.
Please note that Citizens Advice does not hold a sponsor licence and,
therefore, cannot issue certificates of sponsorship under the points-based
system.
Availability and interview arrangements
Please provide details of any dates in the next month that you would be
unavailable to attend an interview. We may in exceptional circumstances, be
able to arrange an alternative date:
Reasonable adjustments or arrangements at interview
If you are invited to interview, we will ask you to let us know at that stage if
you need reasonable adjustments or arrangements to be made to enable you
to attend. However, if you do wish to provide information now, please use the
space below.
Notice Period
Please provide details of the length of notice that you would be required to
give to your current employer?
We value diversity, promote equality and challenge discrimination.
2
References
Please provide the names, addresses, telephone numbers and email
addresses of two people who may be approached for references. One of
these should be your present or most recent employer, the other could be
someone who knows you in a work related, voluntary or academic capacity.
Both referees should be able to comment on your suitability for the post
applied for.
Referee 1
Name
Address
Postcode
Telephone
Email
In which context does this referee
know you?
Referee 2
Name
Address
Postcode
Telephone
Email
In which context does this referee
know you?
We value diversity, promote equality and challenge discrimination.
3
CONFIDENTIAL APPLICATION FORM SECTION 2
Please refer to the Guidance Notes for Applicants before completing the
application form. Only this section of the form will be sent to the members of
the recruitment panel to allow them to consider your skills and experience
against the role profile and person specification for the role.
Candidate ref number (for office use only):
Position applied for
Job title
Location
Disability
Citizens Advice recognizes the positive value of diversity, promotes equality
and challenges discrimination. We welcome and encourage job applications
from people of all backgrounds.
We particularly welcome applications from disabled candidates as disabled
people are currently under-represented throughout Citizens Advice and we
have made a positive commitment to employing disabled people.
Please use the space below to let us know if you require us to make any
reasonable adjustments to the shortlisting process or please provide
information you wish us to take into account when considering your
application.
Information, experience, knowledge, skills and abilities
IMPORTANT INFORMATION
It is essential that you complete this section in full. Please
refer to the Guidance Notes for Applicants for further
details.


Please explain and demonstrate how your experience, skills and
knowledge meet the selection criteria for the post described in the
Person Specification (found in the Job Pack).
Please ensure that you address the criteria on the person specification
as guided using the same order and numbers.
We value diversity, promote equality and challenge discrimination.
4
Start here and continue on separate sheets if necessary:
1. Numerical skills to understand financial matters, statistics and check
calculation so that the individual is empowered to take personal action.
2. Good foundation knowledge of pensions law and practice.
3. Knowledge of a broad range of pension arrangements, both occupational and
personal.
4. An understanding and appreciation of wider retirement issues.
5. Proven ability in financial capability or consumer advice generally, and an
understanding of the issues consumers face in trying to manage their
money.
6. Strong questioning skills and the ability to get to understand key client
issues whilst maintaining structure and control during the course of a client
interview.
7. Ability to translate complex ideas and topics into clear, concise and
engaging content that the general public are able to understand.
8. Ability to identify connecting advice issues and assess an individual’s
ability to take action
9. Strong influencing and communication skills. The ability to build a rapport,
communicate confidently, effectively and persuasively, using oral and
written techniques (including in Welsh and English where applicable).
We value diversity, promote equality and challenge discrimination.
5
Career history
Please give details of all full-time and part-time work, including voluntary work,
community activities and any other relevant activities:
Employer’s name
and address and
type of business.
State position held and outline briefly the nature of
the work and your responsibilities.
Dates: From
To
Reasons for leaving:
We value diversity, promote equality and challenge discrimination.
6
Previous Career history
Please give details of all full-time and part-time work, including voluntary work,
community activities and any other relevant activities:
Employer’s name
and address and
type of business.
State position held and outline briefly the nature of
the work and your responsibilities.
Dates: From
To
Reasons for leaving:
Educational History
Please give details of educational qualifications you have obtained from
school, college, university etc.
Subject
Level
Grade
We value diversity, promote equality and challenge discrimination.
7
Professional development
Please give details of any professional qualifications, including membership of
any professional bodies and any job-related training that you have
undertaken.
Declaration
Data Protection Statement: I consent to this information being processed and
stored for the purpose of recruitment and selection at Citizens Advice, and if
appointed, for the purposes of employment at Citizens Advice.
I confirm that to the best of my knowledge, the information I have provided on
this application form is true and correct. I understand that if appointed on the
basis of false information contained in this form, I may be summarily
dismissed.
If you are sending your application form by e-mail, please mark this box
(as a substitute for your signature) to confirm that you agree to the
above declaration.
Signed:
Dated:
We value diversity, promote equality and challenge discrimination.
8
CONFIDENTIAL APPLICATION FORM SECTION 3
Please note Section 3 will be detached (along with Section 1) before sending
your application to the recruitment panel for shortlisting.
Candidate ref. number (for office use only):
Diversity Monitoring
Citizens Advice values diversity and promotes equality. We encourage and
welcome applications from suitably skilled candidates from all backgrounds.
Monitoring recruitment and selection procedures is one way of helping us to
ensure that there is no discrimination in the way that we recruit and select
people for jobs.
To do this we need to know about the diversity profile of people who apply for
posts at Citizens Advice. Please help us by providing the following
information. The information you give is confidential and will be separated
from the application form prior to shortlisting. It will not be accessed by any
person involved in making selection decisions. If you prefer not to answer any
of the questions, please leave them blank.
Data Protection Act 1998
Citizens Advice will record the information given for the purposes of
recruitment and selection monitoring. If you become an employee of Citizens
Advice the information will be processed for the purposes of personnel
administration only. The information will be retained for monitoring purposes
only.
Thank you for your co-operation.
We value diversity, promote equality and challenge discrimination.
9
Please tell us about yourself
Gender:
I am Male/Female (delete)
Age:
I am xx years old.
Date of birth xx/xx/xxxx
My Nationality is:
Religion/Belief:
YES/NO
If yes, I describe my religion as:
Ethnic origin:
(Relates to a sense of identity/belonging on the basis of race/culture).
I would describe myself as (choose one section from A to H, and then tick the
appropriate box to indicate your cultural background):
A White:
British
English
Scottish
Welsh
Irish
Other, please specify:
B Mixed:
White and Black Caribbean
White and Black African
White and Asian
Other, please specify:
C Asian, Asian British, Asian English, Asian Scottish or Asian Welsh:
Indian
Pakistani
Bangladeshi
We value diversity, promote equality and challenge discrimination.
10
Other, please specify:
D Black, Black British, Black English, Black Scottish, or Black Welsh:
Caribbean
African
Other, please specify:
E Chinese, Chinese British, Chinese English, Chinese Scottish, Chinese
Welsh, or other ethnic group:
Chinese
Other, please specify:
F. Arabic
G. Eastern European
H. Any other ethnic background
(please specify)
Sexual Orientation
Bisexual
Gay man
Gay woman/lesbian
Heterosexual/straight
Other, please specify
Transgender
On the advice of Press for Change, we currently do not monitor applicants'
gender identity. However if there is something you would like us to know that's
relevant to your application (e.g. volunteering in a Trans organisation), please
feel free to include it in your application.
Disability
We value diversity, promote equality and challenge discrimination.
11
Citizens Advice believes that people are disabled by the barriers society
places in their way and not by their own impairments. We believe that
everybody has a role to play in society and we want Citizens Advice to benefit
from the widest range of talent available. Our recruitment policy aims to reflect
these beliefs.
Do you consider that you have one or more impairments such as those listed
below?
Yes
No
Do not wish to declare
-Cerebral palsy
-Physical impairment
-Dyslexia / dyspraxia
-Speech impairment
-Mental health condition current or previous (e.g. depression)
-Blind or impaired vision
-Deaf or impaired hearing
-Wheelchair user
-Autism
-Learning difficulties
-Long-term medical condition or illness (including anything for which you take
regular prescribed medication or need regular medical treatment e.g.
diabetes, cancer, epilepsy, asthma etc.)
This list is not exhaustive.
Volunteering
Are you, or have you been, a Citizens Advice Bureaux volunteer?
YES/NO
Publicity
From which website, publication or other source did you FIRST learn of the
post?:
We value diversity, promote equality and challenge discrimination.
12
We value diversity, promote equality and challenge discrimination.
13
We value diversity, promote equality and challenge discrimination.
14