Financial Inclusion Officer

2 weeks ago


Salisbury, United Kingdom Acorn Community Bank Full time

The role description is:

- Clients will be identified by referral partners (e.g. local council team). Some clients will be existing credit union members who have been identified as requiring support by the credit control team.
- An online booking system will be used to manage the flow of clients. The officer will manage this system, so it fits around their availability. Bookings will be for up to one hour. Where follow-up sessions are required with a client, the volunteerwill determine this on an ongoing basis.
- Further focuses will be on helping the client prepare and manage a monthly budget, using online tools where appropriate. The officer will also help the client plan for the future, helping them prepare for regular events (e.g. Christmas) as well as emergency situations (e.g. unexpected replacement of white goods).
- Where appropriate, the officer will introduce the client to the facilities made available by Acorn Community Bank which encourage good budgeting, such as savings incentives. The volunteer will not make recommendations regarding lending products.

**Job Type**: Part-time

Pay: £13.00-£15.00 per hour

Expected hours: 15 - 25 per week

**Benefits**:

- Casual dress
- Company events
- Company pension
- Flexitime
- Health & wellbeing programme

Schedule:

- Monday to Friday

**Experience**:

- Financial services: 2 years (preferred)

Work Location: In person

Application deadline: 05/05/2024
Reference ID: WASCU2023-03



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