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Financial Coach

2 months ago

Leeds, Leeds, United Kingdom Doing good leeds Full time
Job Title: Money Buddy

Join Doing Good Leeds in a rewarding role as a Money Buddy, where you will play a vital part in helping clients maximise their income and improve their financial well-being.

About the Role

As a Money Buddy, you will be responsible for identifying potential welfare benefits entitlement and providing a full Money Buddy Service to our clients. This includes supporting them on our financial capability services and helping them improve their energy efficiencies and savings.

You will also provide on-the-job training and support to new Money Buddies who are in their induction, ensuring a smooth transition and high-quality service delivery.

Key Responsibilities
  • Assess clients' financial situations and identify opportunities for income maximisation.
  • Provide expert guidance on welfare benefits entitlement and support clients in claiming what they are eligible for.
  • Work closely with clients to develop and implement effective financial plans, improving their energy efficiencies and savings.
  • Collaborate with the team to develop and deliver financial capability services, ensuring high-quality service delivery and excellent client outcomes.
What We Offer

As a Money Buddy at Doing Good Leeds, you will have the opportunity to make a real difference in the lives of our clients. You will be part of a dynamic team that is passionate about delivering high-quality services and achieving excellent outcomes.

We offer a supportive and inclusive work environment, with opportunities for professional development and growth. If you are passionate about helping others and have a strong commitment to delivering excellent services, we would love to hear from you.