Money Management Advisor - NW Based - Driver Required

Alternative Futures Group; Kansas; Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Flexible working options

Extensive staff benefits and career开发

Job summary

Alternative Futures Group is seeking a dedicated Money Management Officer to provide a comprehensive service for people we support who cannot manage their own finances. The role ensures compliance as Corporate Appointee with DWP and requires handling sub‑accounts, benefits, and direct debits with accuracy and discretion.

You will work within a professional team that emphasizes a person‑centred approach, maintaining up to date knowledge of benefits and legislation while supporting financial risk

Qualifications

• GCSE or A Level education, literacy & numeracy skills.
• Car Owner/Driver.

Responsibilities

• Notify DWP and complete paperwork for people supported.
• Manage sub bank accounts for people supported within a locality.
• Receive, manage and reconcile benefits and income for people supported.
• Upload benefit letters and responses to the operation management information system.

Skills

Excellent English

Analytical thinking

Organisational skills

Communication with stakeholders

Education

GCSE or A Level education, literacy & numeracy skills

Car Owner/Driver

Tools

Advanced Excel

Windows-based applications

Job description

Job Purpose

• 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.

Dimensions

• Deliver a financial service to people we support within a locality

Key Accountabilities And 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 request for people supported.
• Scan and upload benefit letters and responses onto operation management information system.
• Finance audits as and when required.
• Ensure knowledge regarding benefits and legislation is kept up to date.

Experience & Skills

• Motivated to provide high quality advice to people supported
• At least one year of experience in dealing with welfare and benefits legislation
• 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.

Knowledge, Values & Attitudes

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

Qualifications & Training

• GCSE or A Level education, literacy & numeracy skills
• Car Owner/Driver

With our extended flexible working options, you can also choose to work a 9-day fortnight or a 4.5-day week, supporting our employees with their work life balance.

This role is Band I as per our structure.

About You

About Us

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 plans 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.

At AFG we also recognise the contribution and value that our staff make. We would not be able to provide the life changing support that we do without people like you!

In return for your contribution we will support you throughout your career and we provide a wide range of employee benefits, career development and lifestyle support services to ensure that you too feel supported, fulfilled and valued from day one of your employment with us.