Finance Advocate

Offers advice, information and support to enable clients to organise their financial situations, which may include organising direct debits and budgets.

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Role Description

Outline of Role

Are you looking to volunteer for a few hours each week?

This is an important and varied role, giving you the opportunity to offer personalised information, advice and support which aims to enable your clients to organise their financial situations. The role provides you with an opportunity to really make a difference to others.

You will support and work together with your clients to help then establish the skills and knowledge they require to manage their own finances. This could take place in their own home, in supported accommodation, or in residential/nursing care.

The role aims to lead to a reduction in the stress and anxiety associated with difficult or unclear personal financial circumstances, and will hopefully assist the client to manage their finances in the future.

Role overview:

The Finance Advocate role could involve assisting the client with some/all of the following:

Organising the payment of bills

  • Setting up a bank account
  • Setting up direct debits
  • Managing their budget
  • Accessing specialist debt/financial advice
  • Identifying any benefits they may be due

Signposting to the wider team for complex benefit advice

Volunteering Arrangements

All volunteers are required to undertake our core training programme. This covers basic safeguarding and other key features.

New volunteers will have an opportunity to ‘shadow’ experienced volunteers and members of staff

There is an additional opportunity to participate in a variety of accredited training courses. Please ask for further details.

Volunteers are required to adhere to the organisation’s policies and practice guidelines.

Reasonable expenses, including travel whilst undertaking this role will be reimbursed. This includes mileage (currently £0.45 p/mile) and parking costs.

Applications must include 2 satisfactory references. Applicants must complete a Disclosure and Barring Service check.

Person specification

An awareness of disabling barriers and how these might impact upon clients, their families and carers

Honesty and integrity

An ability to be empathic, whilst maintaining professional boundaries

Reliability, and only committing to a level of volunteering which is realistic

Good interpersonal skills

Confident and outgoing

The ability to be non-judgemental

Good verbal and written communication skills

Excellent listening skills

Ability to work on own initiative and as part of a team

Sound administrative skills, and an ability to maintain accurate case records

Commitment to attend training courses and team meetings

Ability to follow organisational policies and procedures including safeguarding, data protection and health and safety

Apply for this role

  • You will need to provide contact details and some simple information about yourself, along with details of two referees. Your referees must have known you for at least twelve months, and have agreed to support your application.
  • About You

  • Your Referees

    Please give details of two referees, not related to you and who have known you for at least 12 months, who have agreed to support this application.
  • Referee 1

  • Referee 2

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