Money and Debt Coach

Salary: £28,350 per year
Working hours: Full Time – 35 hours per week
Location: Toynbee Hall Office/Hybrid Remote/NHS Locations
Reporting to: Advice Manager
Contract: Permanent
Application Closing Date: 4^th July 2024

As a Money and Debt Coach (Omni-Channel: Telephone & Video), your primary role will be
to provide financial coaching and ensure that over-indebted clients receive tailored debt
advice through various channels, including telephone, WhatsApp, and our network of video
advice kiosks located in prisons, hospitals, job centres, town halls, and other community
settings

Scope of role

1. Providing tailored financial advice and support.
2. To maintain detailed case records.
3. Keep up to date with legislation, policies and procedures and undertake appropriate training.

Key Responsibilities

1. Accurate, effective and individually tailored advice
2. Deliver financial capability workshops at various NHS sites, promoting financialresilience and wellbeing.
3. Provide money coaching advice through various channels including face-to-face, video, and telephone sessions.
4. Complete assessments which lead to appropriate referral to an in house debt adviser
5. Interviewing those that access the service using sensitive listening andquestioning skills to allow them to explain their problem(s) and empower them toset their own priorities.
6. Signposting/referring clients to internal and other agencies where required. Issuing foodbank vouchers.

Detailed case records

1. Maintaining detailed case records, ensuring that all work meets all auditing and quality standards and the requirements of the funder.
2. Ensuring all case records and written up in a timely manner.
3. Monitor and report on client engagement and outcomes from advice sessions.
4. Familiarity with CRM systems and practices (Customer Relationship Management system).
5. Handle customer complaints, provide appropriate solutions within the time limits, follow up to ensure resolution.

Up-to-date training

1. Completing a minimum of 16 hours of technical CPD accredited training orqualifying activity.
2. Maintaining an up-to-date record of all training sessions.

Teamwork and Collaboration

1. Work to an agreed work-plan, meeting targets and milestones, whilst prioritisingand managing your own workload.
2. Be an active member of the team, identifying opportunities for your owndevelopment, and demonstrating financial efficiency and value for moneythroughout your work.
3. Compliance with Toynbee Hall policies and procedures, including health andsafety.

5. Other

1. Travel across London as required, and occasionally the UK.
2. Undertake additional tasks as delegated by DFA Management.

Please download the full Job Description for more details.

About Toynbee Hall

Based in the East End of London since 1884, Toynbee Hall is a charity working alongside people facing poverty, injustice, and inequality to build a fairer East London. We provide vital advice and support, working in partnership to tackle unfairness and ensure everyone has an equal chance to thrive.

We have recently launched a new strategic plan which reinforces that our purpose is to build a fairer future with an end to poverty, injustice and inequality.

We work towards this by:

• Addressing poverty and injustice through advice and support and influencing systemic change.
• Shifting power to people and communities affected by injustice and inequality.
• Collaborating to end poverty and build fairer systems and institutions. What we want to see in the world starts with our community and our organisation.

This means:

• Working together to build a thriving local community where people have the resources they need, feel their voices are heard and are optimistic about the future.
• Being a good employer, where people are treated fairly, feel engaged and empowered, and work together to achieve our shared vision.
• Acknowledging the role Toynbee Hall has historically played in civic society while recognising that our role now is to shift power, to be an effective partner, and to amplify voices that are less likely to be heard.

What we learn from our work in east London we use to inform and influence wider policy – working to influence change in structures, systems and policies.

How to Apply

Please send your completed application form to: application@toynbeehall.org.uk. Please note: we will not accept CV’s only.

Closing date for applications: Thursday 4th of July 2024

Job pack

Application form