Money Management Advisor. Home based role in the north west - driver required for travel within the region.

Alternative Futures Group is the North West’s largest Mental Health and Learning Disability charity.

With a strong track record over 30 years, we work locally in the community and through our Treatment and Recovery Centres to provide a wide range of innovative and bespoke care services.

We have a vision to create a world where people control their lives.  Here at AFG, we pride ourselves on helping the people we support to design, develop and ‘own’ the support they receive by planning this with them; we support people to make informed choices and increase their own independence; and we support people to maintain their own health, wellbeing and living environment.  These principles are really important to us.

As a ‘values based’ employer, the people that work for us genuinely care about the people they support, and we are seeking likeminded people to join our AFG family.  If you are passionate about working in Health and Social Care and have a real desire to make a positive difference to the lives of the people we support then we would love to hear from you.

At AFG we also recognise the contribution and value that our staff make.  We would not be able to provide the life changing support that we do without people like you! 

In return for your contribution we will support you throughout your career and we provide a wide range of employee benefits, career development and lifestyle support services to ensure that you too feel supported, fulfilled and valued from day one of your employment with us.

Job Description 

• To provide a comprehensive money management service for people we support who are unable to manage their own financial affairs. 
• To be part of a professional team that provides a person centred approach which enables people we support to manage their money as they choose.  Ensuring at all times that financial risk is minimised through the operation of good financial management, procedures and systems. 
• To ensure Alternative Futures Group is compliant in its role of Corporate Appointee as stipulated by the Department for Works and Pensions. 

Dimensions 

• Deliver a financial service to people we support within a locality. 

Principle Accountabilities 

• Notify DWP and complete all paperwork for people supported. 
• Cover all legal requirements of appointeeship as stated by DWP. 
• Manage appointee sub bank accounts for people supported within a locality. 
• Receive and manage all social security benefits and other income for people supported within a locality. 
• Reconcile sub bank accounts for people supported within a locality. 
• Provide visible access to bank statements when required. 
• Up load money onto individual pre-payment cards. 
• Monitor balances on pre-payment cards within a locality. 
• BACS / Cheque payment runs. 
• Set up and monitor direct debits / standing orders on sub accounts within a locality. 
• Jointly agree personal budget plans for people supported with operational staff. 
• Jointly authorise additional expenditure request for people supported. 
• Scan and upload benefit letters and responses onto operation management information system. 
• Finance audits as and when required. 
• Ensure knowledge regarding benefits and legislation is kept up to date. 

Person Specification - Essential Requirements: 

Qualifications, Skills & Experience

• GCSE or A Level education, literacy and numeracy skills
• Motivated to provide high quality advice to people supported
  Good organisational skills
• Excellent command of the English language and the ability to produce quality written advice
• Highly articulate with the ability to communicate effectively with the people we support; colleagues at all levels and other professionals
  
• The ability to develop and maintain good  working relationships at all levels
• Analytical and problem solving skills and the ability to deal with a range of people and financial issues.
  
• At least one year of experience in dealing with welfare and benefits legislation

Knowledge, Abilities & Personal Attributes

• Up to date knowledge of all welfare benefits and legislation
• Knowledge of Windows based applications
• Knowledge of Advanced Excel
• Knowledge of computer based systems

This role is home based however a full driving license required as occasional travel will be required. 

This role is Band I as per our banding structure.