Money Advisor

Location Evesham
Job type: Permanent
Salary: ££30000 - £335000 per annum
Contact name: Conor Winchle

Contact email:
Job ref: SHMONAD_1685517147
Published: about 1 year ago

Money Advisor
- Evesham
- Full time
- Salary up to £33,500 per annum

We are currently recruiting for a Money Advisor for one of our long-standing clients based in Evesham. You will contribute to the team by providing a work and money advice service, providing an individualised support service to residents and their families. You will provide group based opportunities for education, training and money and employment support, successfully managing a caseload to ensure positive outcomes for individuals and families.

Main responsibilities:

  • Produce statistical reports, case studies and data, as required, relating to the provision of the work and money advice service and bench marking it with other services as appropriate.
  • Provide face to face employability support to residents referred to the service to ensure appropriate and effective activity to enter education, training or employment is undertaken by the resident according to their level of job readiness.
  • Provide in depth case work to customers in debt and needing money and benefits advice.
  • Collect core customer profile information on financial position, employment history and other relevant data and information on customers supported by the service.
  • Assess the need for assistance with financial inclusion/money advice and provide guidance, support, and appropriate interventions to improve the financial well-being of the customers supported.
  • Assess the need for assistance such as further vocational training or learning and refer service users to the appropriate services/providers.
  • Receive referrals from customer-facing employees and make judgements to restrict case work to a manageable level, providing targeted information and support where appropriate.
  • Collect job market information for residents regarding job openings, entry and skills requirements and other occupational information which will assist residents in seeking employment.
  • Keep up to date with legislation and best practice on employment advice, welfare benefits and financial inclusion.
  • Provide advice to colleagues in new initiatives and welfare reform and other changes in legislation that affect supported customers.
  • Identify gaps in service provision and assist with supporting advice to our customers.
  • Maintain and develop relationships with key partners such as Job Centre Plus, Citizen's Advice Bureau and local training and employment providers and other agencies involved in providing employment support and money advice.
  • Ensure positive working relationships are maintained to enable customers to take advantage of these services, including liaising with local, statutory, and voluntary agencies and community groups.
  • Maintain IT files and resident records to a required quality standard to ensure the resident's money advice/employment/training journey is documented for reporting purposes.
  • Participate in the creation, development and revision of policies, procedures, and service level agreements in respect of work and money advice services.

You will have:

  • Comprehensive knowledge of welfare benefits, financial inclusion, and debt management.
  • Ability to build rapport quickly and extract relevant information, with a high degree of empathy.
  • Ability to develop and maintain relationships with key partners.
  • Customer focussed, externally and internally.
  • IT literate - Microsoft Office software

If you believe you are suitable for this position, please apply now!