Money Management Advisor - Part Time - NW Based - Driver Required

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

This role with 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 Band I as per our structure.