Financial Wellbeing Officer
2 days ago
**About the Role**
This is a very exciting time to join Carer Support Wiltshire as we launch our brand-new service, **Carer Money Matters** As we embark on this new initiative, we are looking for passionate individuals to join our team and help shape the future of financial wellbeing support for unpaid carers. If you are looking for a role where you can make a tangible impact and be part of something innovative from the ground up, now is the perfect time to join us
**Key Duties and Responsibilities**
The post holder will:
- Answer incoming calls from carers, providing information, support, and advice, including signposting and referrals to relevant agencies.
- Develop and maintain knowledge of local, county-wide, and national resources available to carers of all ages.
- Provide one-to-one support to carers, which may include face-to-face home visits, community events, and telephone or online appointments.
- Develop, promote, and deliver fuel poverty and income maximisation talks to carers and professionals.
- Travel across the county and to neighbouring areas as required to meet with carers, attend meetings, and participate in community events or training sessions.
- Register and refer carers or their homes for priority services with utility suppliers.
- Provide work and career support for carers balancing employment with caring responsibilities, including job searching, interview practice, and CV advice.
- Maintain accurate and timely records of all interactions using Charitylog and other reporting systems as required.
- Regularly liaise with the manager to review workloads and prioritise tasks.
- Attend supervision meetings to share best practices and ensure your own support needs are met.
- Stay informed on legislation and policies that affect carers' rights.
- Ensure safeguarding policies and procedures are followed at all times.
**Additional Occasional Responsibilities**
As a member of a small team, the post holder will be expected to support colleagues as necessary by:
- Working flexibly to meet the needs of the service, which may include occasional weekend or evening hours, and undertaking reasonable duties as required to meet carers' needs.
- Demonstrating Carer Support values, including being people-focused, maintaining a can-do approach, striving for excellence, and showing mutual respect for everyone we work with.
- Actively contributing to and participating in publicity events, representing the organisation positively, and raising awareness of carers' needs.
**General Requirements**
The post holder will be expected to:
- Possess the essential skills as detailed in the person specification.
- Maintain a confidential, sensitive, and discreet approach to personal, sensitive, and organisational information.
- Contribute to a culture of equality and demonstrate a commitment to eliminating all forms of discrimination, both as a colleague and as a provider of services to carers.
**Qualifications**
- Evidence of a good general education
- Knowledge of UK’s welfare benefit and tax credit system, particularly benefits available to carers and their dependants
**Experience**
- Experience in providing advice and support via phone and face-to-face to a diverse range of individuals
- Proven experience in public speaking, delivering presentations, or leading group discussions
- Experience in providing support and guidance to individuals or families dealing with financial hardship, including navigating benefits, managing debt, and accessing financial assistance or resources
- Experience working with safeguarding policies and procedures
- Experience in advocating for carers or participating in campaigns that raise awareness of financial wellbeing issues, particularly in the context of social care and the welfare system.
- Experience in providing advice and support via phone and face-to-face to a diverse range of individuals
- Proven experience in public speaking, delivering presentations, or leading group discussions
- Experience in providing support and guidance to individuals or families dealing with financial hardship, including navigating benefits, managing debt, and accessing financial assistance or resources
- Experience working with safeguarding policies and procedures
- Experience in advocating for carers or participating in campaigns that raise awareness of financial wellbeing issues, particularly in the context of social care and the welfare system.
**Knowledge**
- Understanding of the challenges faced by carers and the rights afforded to them under UK law
- Good understanding of the Care Act 2014
- Understanding of person-centred planning principles, with experience in collaborating with service users to develop tailored support plans based on their individual needs, preferences, and goals.
**Skills and Competencies**
- Good administrative and organisational skills
- Strong communication skills with the ability to effectively collaborate and constructively challenge professionals acro
-
Chief Financial Officer
2 weeks ago
Wimborne Minster, United Kingdom Ultimate Search Full timeChief Financial Officer Location: Dorset Package: up to £160k + generous benefits Shape the future of a purpose-driven mutual.We’re delighted to be partnering with Teachers Building Society, a well-respected, education-focused mutual, as they continue to evolve and expand their impact in the financial services space.With a clear social purpose, they’re...
-
Chief Financial Officer
1 week ago
Wimborne Minster, United Kingdom Ultimate Search Full timeChief Financial Officer Location: Dorset Package: up to £160k + generous benefits Shape the future of a purpose-driven mutual.We're delighted to be partnering with Teachers Building Society, a well-respected, education-focused mutual, as they continue to evolve and expand their impact in the financial services space.With a clear social purpose, they're now...
-
Chief Financial Officer
2 weeks ago
Wimborne Minster, United Kingdom Ultimate Search Full timeRecruitment Expert – Mortgages, Savings and Lending Location: Dorset Package: up to £160k + generous benefits Shape the future of a purpose-driven mutual. We’re delighted to be partnering with Teachers Building Society, a well-respected, education-focused mutual, as they continue to evolve and expand their impact in the financial services space. With a...
-
Office & Finance Assistant
2 weeks ago
Wimborne, United Kingdom WAY Trustees Limited Full time**Job Summary** **Duties** - Manage all accounting operations including Accounts Receivable, Accounts Payable, Bank Reconciliations, and General Ledger for all WAY Group businesses; - Assisting in the preparation of financial statements and reports, and providing data for forecasting and budgeting; - Bank payments and reconciliations; - Ensuring compliance...
-
Private Tax Senior
2 days ago
Wimborne, United Kingdom Page Personnel Full timeManage a specialist portfolio of Financial Services Private Tax ClientsJoin a modern, innovative and employee-focused Accountancy PracticeAbout Our ClientOur client is a reputable accountancy firm with 3 offices across the South West. Their focus is on providing high-quality tax, audit, and advisory services to a diverse range of clients, whilst prioritising...
-
Financial Services Administrator
1 week ago
Wimborne Minster, Dorset, United Kingdom Aspire JOBS Limited Full time £24,000 per yearJob Description Location: East DorsetSalary: to £24k + bonus + benefitsMy client is now looking for an experienced Financial Services Administrator to join their team.The role would suit someone with min 1-2 years Financial Services Admin experience ideally dealing with Investments such as ISA, Pensions, GIA and Onshore/Offshore Bonds. You will be...
-
Compliance Officer
1 week ago
Wimborne, United Kingdom Ultimate Banking Ltd Full timeOur client is an award winning and highly customer focussed financial services provider. Owing to strong growth and a large data migration project, they are recruiting for a Compliance Officer on a fixed term contract (approximately 14 months), reportinginto the Compliance Manager. Whilst our client is based in Dorset, this role can be undertaken on a hybrid...
-
Security Officer
4 days ago
Wimborne, United Kingdom Securitas Full time**About the role**: **Step Up as a Security Officer!** **Role Highlights**: - ** Hours**: 54 hours per week, with a mix of day and night shifts**: - ** Location**:**Ferndown**: - ** Pay**: £33696 per annum** **Take on a**high-impact role** where you’ll safeguard sensitive information, property, and assets. Work in a dynamic, high-stakes environment...
-
Learning & Development Officer - Hybrid - Up to
2 weeks ago
Wimborne, United Kingdom Bond Williams Full timeLearning & Development Officer - Hybrid - up to £27,500 Our client based in Wimborne are looking for a Learning & Development Officer. The main aspect of the role is to provide comprehensive and consistent business process training and technical support to the financial servicing teams. Main Responsibilities: - Ensure training programs are in line with...
-
Risk Co-ordinator
2 weeks ago
Wimborne, United Kingdom Ultimate Banking Ltd Full time**Risk Co-ordinator - Financial Services** **Dorset/semi - remote** **£32 -40k** Our client an established and growing Building Society are seeking Risk Co-Ordinator to join the team and form part of the Society’s 1st line of defence, supporting the business to identify, document and manage their risks. You will be able to create andprovide risk...