Money and Debt Coach
London, Greater London (On-site)
£28,350 per year
Full-time
Contract (FTC Until 23 June 2025)
Job description
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. The role is based at Guy's Hospital - Great Maze Pond, London SE1 9RT
Scope of role
- Providing tailored financial advice and support.
- To maintain detailed case records.
- Keep up to date with legislation, policies and procedures and undertake appropriate training.
Key Responsibilities
- Accurate, effective and individually tailored advice
- Deliver financial capability workshops at various NHS sites, promoting financialresilience and wellbeing.
- Provide money coaching advice through various channels including face-to-face, video, and telephone sessions.
- Complete assessments which lead to appropriate referral to an in house debt adviser
- 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.
- Signposting/referring clients to internal and other agencies where required. Issuing foodbank vouchers.
Detailed case records
- Maintaining detailed case records, ensuring that all work meets all auditing and quality standards and the requirements of the funder.
- Ensuring all case records and written up in a timely manner.
- Monitor and report on client engagement and outcomes from advice sessions.
- Familiarity with CRM systems and practices (Customer Relationship Management system).
- Handle customer complaints, provide appropriate solutions within the time limits, follow up to ensure resolution.
Up-to-date training
- Completing a minimum of 16 hours of technical CPD accredited training orqualifying activity.
- Maintaining an up-to-date record of all training sessions.
Teamwork and Collaboration
- Work to an agreed work-plan, meeting targets and milestones, whilst prioritisingand managing your own workload.
- Be an active member of the team, identifying opportunities for your owndevelopment, and demonstrating financial efficiency and value for money
throughout your work.
- Compliance with Toynbee Hall policies and procedures, including health andsafety.
5. Other
- Travel across London as required, and occasionally the UK.
- Undertake additional tasks as delegated by DFA Management.
Please download the full Job Description for more details.
Posted by
Posted on: 19 September 2024
Closed date: 06 October 2024 at 09:31
Tags: Advice / Information, Finance
The client requests no contact from agencies or media sales.
This job is closed.