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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 will include 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 continuity of service.

Key Responsibilities
  • Assess clients' financial situations and identify opportunities for income maximisation.
  • Provide guidance and support on welfare benefits entitlement and application processes.
  • Work with clients to develop and implement financial plans, including energy efficiency and savings strategies.
  • Collaborate with the team to develop and improve the Money Buddy service, ensuring high-quality service delivery and maintaining service levels.
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 excellent service and making a positive impact in the community.

We offer a supportive and inclusive work environment, with opportunities for professional development and growth. If you are passionate about helping others and making a difference, we encourage you to apply for this rewarding role.