Debt Advisor

4 weeks ago

London, United Kingdom Toynbee Hall Remote Work Freelance Full time

Job Purpose

As a Debt Advisor, you will play a crucial role in delivering tailored debt advice and money coaching sessions to NHS staff. Your responsibilities will include conducting financial capability workshops, supporting clients in managing their finances effectively, and maintaining detailed case records.

Scope of Role

The Debt Advisor (NHS Advice) will empower NHS staff to achieve financial stability and resilience by providing high-quality, comprehensive debt advice. Your key responsibilities will include:

One-on-One Debt Advice and Money Coaching Sessions:

Deliver personalized debt advice and money coaching sessions through various channels, including face-to-face, video, and telephone interactions. Utilize sensitive listening and questioning skills to allow clients to explain their financial challenges and empower them to set their own priorities. Research and explore options and implications, enabling informed decision-making. Maximize income opportunities for clients, including benefits, tax, and housing-related matters. Provide in-depth, high-quality advice and ongoing casework, acting on behalf of clients when necessary.

Financial Capability Workshops:

Conduct financial capability workshops at NHS sites across London, promoting financial resilience and well-being among staff.

Detailed Case Records:

Maintain accurate and detailed case records, ensuring compliance with auditing and quality standards. Timely documentation of all case-related activities.

Collaboration and Referrals:

Work collaboratively with NHS staff and other stakeholders to enhance financial resilience within the NHS community. Refer complex cases to senior advisors or the Quality Assurance Team as needed.

Key Working Relationships:

NHS Staff: Directly interact with NHS staff to provide tailored financial advice and support. Advice Manager: Regularly report progress, challenges, and outcomes, receiving guidance and support. Debt Advice Team: Collaborate with team members to share best practices and resources. Quality Assurance Team: Review cases, receive assessments, and implement recommended training for continued professional development (CPD). Funders and Auditors: Ensure compliance with funder requirements and maintain auditing standards.

Key Responsibilities

Accurate, Effective, and Individually Tailored Advice:

Provide personalized debt and money coaching advice across channels. Empower clients to make informed decisions. Maximize income opportunities for clients. Deliver financial capability workshops.

Detailed Case Records:

Maintain accurate case records. Ensure compliance with auditing and quality standards.

Up-to-Date Training:

Complete a minimum of 16 hours of technical CPD accredited training or qualifying activity. Maintain a record of all training sessions.

Teamwork and Collaboration:

Work to an agreed work-plan, meeting targets and milestones. Be an active team member, identifying development opportunities. Demonstrate financial efficiency and value for money. Comply with Toynbee Hall policies and procedures, including health and safety.

Other:

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

Please note that we would be willing to explore a higher salary with the successful candidate if they meet all essential and desirable criteria.

Team background

The Debt Advice Team at Toynbee Hall provides essential support to individuals and families struggling with financial burdens. Funded by a diverse range of sources including the Money and Pensions Service (MaPS), NHS, and other partners, we deliver expert guidance and practical solutions to help clients manage and reduce their debt. Our team operates through a network of face-to-face locations including advice centres and NHS sites, ensuring accessibility for all.

In addition to in-person advice, we leverage technology to reach clients who may not be able to access traditional services. We provide video advice to people in prison, those receiving employment support in job centres, and other remote clients. Our advisors are trained to navigate complex financial situations, offering tailored advice that empowers clients to regain control of their finances. Our work is vital in fostering financial resilience within the community, ensuring that individuals have the tools they need to achieve long-term financial stability.

By integrating direct support with strategic partnerships, the Debt Advice Team at Toynbee Hall not only addresses immediate financial challenges but also contributes to the broader goal of systemic change, enhancing economic security and community resilience across diverse demographics.

About Toynbee Hall

Based in the East End of London since 1884, Toynbee Hall is a charity working alongside people facing poverty, injustice, and inequality to build a fairer East London. We provide vital advice and support, working in partnership to tackle unfairness and ensure everyone has an equal chance to thrive.

We have recently launched a new strategic plan which reinforces that our purpose is to build a fairer future with an end to poverty, injustice and inequality.

We work towards this by:

Addressing poverty and injustice through advice and support and influencing systemic change. Shifting power to people and communities affected by injustice and inequality. Collaborating to end poverty and build fairer systems and institutions. What we want to see in the world starts with our community and our organisation.

This means:

Working together to build a thriving local community where people have the resources they need, feel their voices are heard and are optimistic about the future. Being a good employer, where people are treated fairly, feel engaged and empowered, and work together to achieve our shared vision. Acknowledging the role Toynbee Hall has historically played in civic society while recognising that our role now is to shift power, to be an effective partner, and to amplify voices that are less likely to be heard.

What we learn from our work in east London we use to inform and influence wider policy – working to influence change in structures, systems and policies.

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