Money Coach

Job Title: Money Coach 
Contract type: 2-year Fixed Term Contract
Working hours: 35 hours per week
Salary Grade: £28,000
Location: 28 Commercial Street London, E1 6LS (must be on site)
Closing date: 28th April 2023

About the organisation

Toynbee Hall is a community organisation that is working to build a fairer and happier East London in partnership with people who live here. Based in the East End of London, we work alongside people who live here, to tackle unfairness and make this a place where everyone has an equal chance to thrive. We take an asset-based approach to our work and believe everyone has something valuable to offer in the fight for a fairer London. What we learn from our work in London we use to influence change across the UK.

Debt Free Advice is London’s free face-to-face debt advice service helping over 24,000 Londoners with their debt and money problems each year. Our trained and accredited advisors are based across 25 partner charities and can help with all types of money worries from rent and council tax arrears to credit card and catalog debt. We can work with clients to prioritise their bills & debts, helping them to write letters and advocating on their behalf.

The Debt Free Advice partnership is led by Toynbee Hall, the employer for this role, a charity where people come for excellent local services and where they can share ideas and experiences, and gather information and knowledge that we use together to take action to change lives and eradicate poverty. Our programmes include free advice services, financial inclusion services, well-being services, including work with older people, and community learning services supporting young people and new migrants.

We try hard to make Toynbee Hall a great place to work – and you would be joining an outstanding, diverse team who have supported each other and shown great innovation and resilience over the past year and for many years before.

We hope you are excited about applying for this role and being part of our team. You can read more about what it is like to work at Toynbee Hall in Our People report

Job purpose:

1. Delivering online one-to-one financial capability sessions to clients, helping them increase their income, reduce their expenditure and build financial resilience.
2. Monitoring and reporting on client engagement and outcomes from advice sessions.
3. Work collaboratively with the Money Coaching Team to an agreed work plan, meeting targets and milestones.

Main duties and responsibilities:

Delivering financial capability advice sessions to clients. This includes:

• Delivering tailored financial capability support on a one-to-one basis and in groups.
• By using a variety of resources and methods to promote financial resilience and well-being in client groups.
• Facilitating learning experiences and enabling clients to develop knowledge and skills to deal with financial situations.
• Actively supporting, encouraging, and motivating people to adopt positive changes to their lives.
• Supporting clients to engage with other organisations/partners who provide services to help them achieve their goals.

Monitoring and reporting on client engagement and outcomes. This includes:

• Ongoing monitoring of client engagement and outcomes.
• Encouraging client feedback to improve the service.
• Tracking and measuring the client's outcome (what the learners have learned and been able to put into place).
• Keeping up-to-date records and submitting reports and statistics when required.
• Evaluating and improving the effectiveness of the financial capability sessions and quality of the service.
• Consulting with Money Coaching Team Leader for feedback, implementing agreed actions and adapting resources to ensure they best meet clients’ needs.

Work collaboratively with the Money Coaching Team and NILS providers to an agreed work plan, meeting targets and milestones. This includes:

• Working to an agreed work plan to meet targets and milestones.
• Prioritising and managing your own workload.
• Being an active member of the team, identifying opportunities for your own development.
• Working in collaboration with our funders, and with colleagues from across NILS providers, contributing to key projects and meetings.
• Prepare for and attend supervision meetings, annual appraisals, and team meetings as appropriate
• Compliance with Toynbee Hall policies and procedures, including health and safety.
• Demonstrating financial efficiency and value for money throughout work.
• Ensuring that all services comply with equal opportunities and other relevant policies and quality standards and good practice.

Other:

• Travel across London as required, and occasionally the UK
• Undertake additional tasks as defined by the Managing Director of Debt Free Advice
• Promote and attend events

Safeguarding and Safety:

• Ensure risk assessments and emergency plans are in place and reviewed for all events and activities, including online activities.
• Ensure safe working practices.
• Ensure that safeguarding incidents and accidents/ incidents are reported appropriately

Managing Yourself

• Working toward an agreed annual work plan meeting targets and milestones
• Prioritising and managing your workload
• Take responsibility for your personal development and seek out opportunities for support and development

Training

Toynbee Hall provides all necessary induction and training, and encourages and, where possible, supports the upgrading of appropriate skills and qualifications. All employees will receive regular support and supervision

Monitoring and Evaluation

Toynbee Hall takes outcomes and a theory-based approach to its self-evaluation and monitoring. This means that the organization is committed to gathering evidence of its effectiveness, and using this information to learn, improve and communicate. All Toynbee Hall staff members will be expected to support this approach and to take part where appropriate in monitoring and evaluation planning and practice.

We are looking for someone who can show us:

Essential:
At least one year of knowledge and experience in delivering Financial Capability work or Money Advice.

Understanding the difference between financial capability work and debt advice.

Ability to identify learners’ financial capability needs, and develop and implement strategies to support and foster financial literacy in learners.

Ability to maintain the confidentiality of sensitive data.

Excellent communication skills, both verbally and in writing.

Outstanding interpersonal skills with an ability to build rapport with people.

Experience in ensuring work is completed to a high standard with set targets and outcomes.

Ability to keep up to date with developments in financial capability work.

Ability to receive feedback objectively and sensitively.

Ability to collect data regularly to measure achievement against the performance indicators,

High standard of numeracy and computer skills, specifically with Microsoft Office Suite (Word, Excel, Access, PowerPoint, Outlook, MS Project) with an ability to understand and analyse complex financial and other numerical information.

Ability to monitor and maintain own standards and to seek supervision and guidance where necessary.

Understanding of and commitment to Toynbee Hall’s values and equal opportunities policies.

Commitment to working flexibly across all Toynbee Hall’s services, including evenings and weekends.
 

Desirable

An understanding of the housing, benefit, or debt advice sectors would be beneficial.

Experience using Apple Mac computers.

Please send your completed application form to: application@toynbeehall.org.uk.