Alternative Futures Group
Money Management Advisor Part Time - NW Based - Driver Required
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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.
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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
This role will require travel to our collaboration hub in Liverpool and other sites within the north west. We therefore require applicants to live within the north west of England with the use of a vehicle to facilitate in-person working. This role is part-time and would require 18.75 hours per week. This role is Band I as per our structure.
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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 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.
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.
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