Money and Debt Coach

As a Money and Debt Coach (Omni-Channel: Telephone & Video), your primary role will be
to provide financial coaching and ensure that over-indebted clients receive tailored debt
advice through various channels, including telephone, WhatsApp, and our network of video
advice kiosks located in prisons, hospitals, job centres, town halls, and other community
settings

Scope of role

1. Providing tailored financial advice and support.
2. To maintain detailed case records.
3. Keep up to date with legislation, policies and procedures and undertake appropriate training.

Key Responsibilities

1. Accurate, effective and individually tailored advice
2. Deliver financial capability workshops at various NHS sites, promoting financialresilience and wellbeing.
3. Provide money coaching advice through various channels including face-to-face, video, and telephone sessions.
4. Complete assessments which lead to appropriate referral to an in house debt adviser
5. Interviewing those that access the service using sensitive listening andquestioning skills to allow them to explain their problem(s) and empower them to

   set their own priorities.

6. Signposting/referring clients to internal and other agencies where required. Issuing foodbank vouchers.

Detailed case records

1. Maintaining detailed case records, ensuring that all work meets all auditing and quality standards and the requirements of the funder.
2. Ensuring all case records and written up in a timely manner.
3. Monitor and report on client engagement and outcomes from advice sessions.
4. Familiarity with CRM systems and practices (Customer Relationship Management system).
5. Handle customer complaints, provide appropriate solutions within the time limits, follow up to ensure resolution.

Up-to-date training

1. Completing a minimum of 16 hours of technical CPD accredited training orqualifying activity.
2. Maintaining an up-to-date record of all training sessions.

Teamwork and Collaboration

1. Work to an agreed work-plan, meeting targets and milestones, whilst prioritisingand managing your own workload.
2. Be an active member of the team, identifying opportunities for your owndevelopment, and demonstrating financial efficiency and value for money

   throughout your work.

3. Compliance with Toynbee Hall policies and procedures, including health andsafety.

5. Other

1. Travel across London as required, and occasionally the UK.
2. Undertake additional tasks as delegated by DFA Management.

Please download the full Job Description for more details.