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Direct Payments Advisor

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Ideal for All,
Title: Direct Payments Advisor
Hours: 37 Hours per week (Full time)
Salary: £26,320-£27,783 FTE per annum (Depending on Skills & Experience)
Responsible to: Direct Payments Manager
Essential: Full UK driving licence + access to an insured vehicle for business use
About The Role
This is an exciting opportunity to join Ideal for All, a user-led charity empowering disabled people and those with support needs to live independently.
As a Direct Payments Advisor, you will play a vital role in helping people understand and manage their Direct Payments, giving them greater choice, control, and independence over the care and support they receive. You will provide practical advice, support, and guidance to individuals, enabling them to feel confident in using their Direct Payments effectively.
What You’ll Be Doing
In this role, you will:
- Supporting service users
- Act as the first point of contact for Direct Payment recipients and their families.
- Provide clear advice on Direct Payments, Managed Accounts, and Personal Health Budgets.
- Visit service users in their homes to explain the scheme and answer questions.
- Support with HR and payroll matters, including contracts, pensions (auto-enrolment), and DBS checks.
- Help coordinate training and development opportunities for service users.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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Managing caseloads and administration
- Manage your own caseload, prioritising effectively to meet deadlines.
- Maintain accurate records on our database, supporting service monitoring and producing reports as required.
- Contribute to the continuous improvement of processes to ensure effective delivery of service level agreements (SLAs).
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Building partnerships and promoting the service
- Develop strong relationships with local authorities, health partners, and other professionals to build referrals.
- Promote Ideal for All’s Direct Payments Service locally and nationally by attending meetings, conferences, and seminars.
About You
We are looking for someone who is:
- A strong communicator, able to explain complex information in a clear and supportive way.
- Organised and able to manage a varied caseload independently.
- Empathetic, with a passion for empowering people to live more independently.
- Confident working with sensitive information and maintaining confidentiality.
- Skilled in building positive relationships with individuals and professionals.


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A background in social care, HR, or a related field would be ideal, but we also welcome transferable skills and experience.
How to Apply
If you are interested in applying for the post please send your CV along with a Covering Letter outlining your suitability for the role to: recruitment@idealforall.co.uk or call 0121 558 5555 option 4 for more information
Please note that due to the volume of applications we receive we will only be able to contact candidates who have been selected for interview.
You are advised to submit your application as soon as possible as we reserve the right to close posts at any time once we have received sufficient applications.
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