JOB VACANCY: Citizens Advice Oxford – Financial Capability Development Worker (p/t)


Role summary: This is a new role to support clients who are financially excluded or at risk of financial exclusion to improve their financial capability by embedding good money management practices into their lives to secure their financial future and reduce the need for external support.

The post holder will be expected to build on existing best practice working motivationally to ensure improved financial capability for a wide range of clients and empower a small group of volunteers to deliver financial capability to more effectively meet rising demand.

Job location (usual place of work): Citizens Advice Oxford, 95 St Aldates

Pay rate: £24,545 – £25,463 pro rata

Pay is pro rata?: Yes

Job title: Financial Capability Development Worker

Applications close on date: midday on Monday 22nd October

Hours are: Part time

Contract is: Fixed term

Job description: Context of role
Our service is seeing an 11% year on year increase in debt issues with increases in both the value and complexity of debts. Personal debt is rising and expected to rise by 193% by 2022. If this trend continues we will not be able to meet demand and need to find new ways of working to secure long term improvements in day to day financial management for our clients

Key aspects of the role

Project co-ordination
•Support development and lead on the implementation of the organisation’s financial capability strategy and project plan.
• Monitor progress against the project plan on an ongoing basis and provide reports on agreed objectives to the project steering group.
•Collect, collate and present project monitoring and evaluation data.

Marketing and relationship building
•Devise and implement a communications plan for the project for a range of stakeholders
•Develop literature to promote the project and carry out other marketing activities such as writing press releases or delivering presentations.
• Assist in developing relationships with potential funders and other partner agencies.
• Assist in the compilation and submission of funding bids for the project.

Plan and provide financial capability activities
• Work with learners and partner agencies to identify learners’ financial capability needs.
•Devise and deliver effective learning and development activities, including adapting training materials from Citizens Advice and others.
•Ensure systems are in place to collect feedback on what learners have learnt and been able to put into practice.
• Collate and review feedback on learner outcomes and the quality of the service.

•Support clients to act to calculate, negotiate, communicate to improve their situation.
•Support clients to maximise their income and or reduce expenditure
•Make home/outreach visits as necessary.
•Provide advice and assistance to other staff and volunteers on financial capability
•Ensure that all casework conforms to the Office Manual and the Advice Quality Standard and/or the Specialist Quality Mark as appropriate.
•Maintain case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.

Staff / volunteer supervision
• Train and support a small team of financial capability volunteers.

Research and campaigns
•Assist with research and campaigns work by providing information about clients’ circumstances.
•Provide statistical information on the number of clients and nature of cases and provide regular reports
•Monitor service provision to ensure that it reaches the widest possible client group.

Professional development

•Keep up to date with personal finance topics, available training materials and other resources.
• Reflect on effectiveness of learning activities delivered and review training practice.
• Prepare for and attend supervision sessions / team meetings / staff meetings as appropriate.
Other duties and responsibilities
• Uphold the aims and principles of the Citizens Advice service and its equal opportunities policies.
• Establish and maintain effective and efficient administration systems for the delivery of the project.
•Use IT for statistical recording, record keeping and document production.
• Carry out administrative tasks related to the job such as photocopying learner evaluation forms, circulating attendance lists and confirming venues.
• Participate fully in the life of the organisation, attending workers’ meetings, internal planning events etc. as agreed with line manager.
• Support other organisation work as required (e.g. providing referrals for advice appointments where appropriate).
• Abide by health and safety guidelines and share responsibility for own safety and that of colleagues.
•Carry out any other appropriate tasks requested by the manager, to ensure the effective delivery and development of the service.

Person specification
1. Knowledge and experience the personal finance issues that affect adults at risk of financial exclusion.
2. Ability to develop and manage a complex project – including monitoring progress against objectives, setting up and using systems to collect, collate and share information about project achievements and outcomes.
3. Experience of effectively marketing a new project or service
4. Understanding of theory and principles of adult learning and development.
5. Ability to sensitively empower and engage with adults who have had poor experiences of formal education.
6. Experience of developing a range of training/motivational resources
7. Ability to use IT applications to record statistics, produce documents and training materials and keep accurate project records.
8. Ability to train and supervise a small team of volunteers and / or staff.
9. A willingness to learn, develop and reflect on practice.
10. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equality and diversity policies.
11. Excellent interpersonal skills, including the ability to relate and work with a large variety of different people.
12. Ability to self-motivate and organise a diverse workload.
13. Effective written and oral communication skills.

To apply, please contact: