Money Management Advisor - 35 hours per week, home based within the north west

Alternative Futures Group; Liverpool; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A health and social care charity is looking for a financial advisor to manage welfare benefits for supported individuals in Liverpool. The role involves handling bank accounts, notifying DWP, and ensuring compliance with financial legislation. Ideal candidates have a solid education, experience in welfare legislation, and excellent communication skills. A vehicle is required for occasional travel within the north west.

Benefits

Employee benefits

Career development support

Lifestyle support services

Qualifications

• Experience in dealing with welfare and benefits legislation.
• Excellent command of the English language.
• Motivated to provide high quality advice.

Responsibilities

• Notify DWP and complete all paperwork for people supported.
• Manage appointee sub bank accounts.
• Provide visible access to bank statements when required.

Skills

Organisational skills

Analytical thinking

Effective communication

Education

GCSE or A Level education

Tools

Advanced Excel

Windows based applications

Job description

Overview

To provide a comprehensive money management service for people we support who are unable to manage their own financial affairs. To be part of a professional team that provides a person centred approach which enables people we support to manage their money as they choose, ensuring at all times that financial risk is minimised through the operation of good financial management, procedures and systems. To ensure Alternative Futures Group is compliant in its role of Corporate Appointee as stipulated by the Department for Works and Pensions.

Role Details: This role is home based, within the north west, with extended flexible working options including a 9-day fortnight or a 4.5-day week. A driver with use of a vehicle for business purposes is required for occasional travel within the north west. This role is Band I as per our structure.

Responsibilities

• Notify DWP and complete all paperwork for people supported.
• Cover all legal requirements of appointeeship as stated by DWP.
• Manage appointee sub bank accounts for people supported within a locality.
• Receive and manage all social security benefits and other income for people supported within a locality.
• Reconcile sub bank accounts for people supported within a locality.
• Provide visible access to bank statements when required.
• Upload money onto individual pre-payment cards.
• Monitor balances on pre-payment cards within a locality.
• BACS / Cheque payment runs.
• Set up and monitor direct debits / standing orders on sub accounts within a locality.
• Jointly agree personal budget plans for people supported with operational staff.
• Jointly authorise additional expenditure requests for people supported.
• Scan and upload benefit letters and responses onto the operation management information system.
• Finance audits as and when required.
• Ensure knowledge regarding benefits and legislation is kept up to date.

Qualifications, Skills & Experience

• GCSE or A Level education, literacy and numeracy skills.
• Motivated to provide high quality advice to people supported; good organisational skills.
• Excellent command of the English language and the ability to produce quality written advice.
• Highly articulate with the ability to communicate effectively with the people we support; colleagues at all levels and other professionals.
• The ability to develop and maintain good working relationships at all levels.
• Analytical and problem solving skills and the ability to deal with a range of people and financial issues.
• At least one year of experience in dealing with welfare and benefits legislation.

Knowledge, Abilities & Personal Attributes

• Up to date knowledge of all welfare benefits and legislation.
• Knowledge of Windows based applications.
• Knowledge of Advanced Excel.
• Knowledge of computer based systems.

About The Organisation

We’re Alternative Futures Group, a health and social care charity providing specialist support for people with a learning disability or mental health condition. We’re proud to have been positively changing lives and enabling people to achieve amazing outcomes for over 30 years. We have a vision to create a world where amazing people do amazing things every day. Our skilled and experienced teams work with every person we support to create a personalised, outcome-focused plan to achieve their aspirations. As a values based employer, the people that work for us genuinely care about the people they support, and we are seeking likeminded people to join our team. If you are passionate about working in Health and Social Care and have a real desire to make a positive difference to the lives of the people we support then we would love to hear from you. We recognise the contribution and value that our staff make and offer a wide range of employee benefits, career development and lifestyle support services to ensure you feel supported from day one of your employment with us.

Apply or share this vacancy using the options below.

• Share Vacancy on Facebook
• Share Vacancy on X
• Share Vacancy on LinkedIn
• Share Vacancy on WhatsApp
• Send Vacancy to a friend