JOB DESCRIPTION
Closing Date 23/02/2015
GRAMPIAN POST (BASED ABERDEEN)
JOB TITLE : Financial Wellbeing Officer (29 hours p/w)
ACCOUNTABLE TO : SHA Board of Directors via the Chief Executive
REPORT TO : Senior Financial Wellbeing Officer
QUALIFICATIONS : Experience in delivering welfare rights advice, advocacy, debt and money advice, Wiser Adviser training (or equivalent)
SALARY : £25,716 pro rata
Job Summary
The post holder will provide information, advice, guidance and support to people living with Huntington’s disease (HD) on a range of money issues; accessing welfare benefits, debt and planning for the future. You will provide second tier support to SHA staff on complex benefits issues and represent clients at appeals and tribunals. You will undertake financial health checks with all of SHA’s clients, contacting all clients systematically over the life time of the project to offer support. The post holder will also support a group of wellbeing volunteers to provide support advice and assistance with the completion of benefits forms.
MAIN DUTIES AND RESPONSIBILITIES
1. To provide a range of information, advice, guidance and support on a wide range of money issues; welfare benefits, debt and future planning.
2. To carry out financial health checks for all clients known to the SHA and those newly referred and competently assess the financial issues facing families living with HD.
3. To maintain a high level of knowledge and expertise about welfare reform, debt and future planning on money issues.
4. To provide effective representation to clients at appeals and tribunals.
5. To develop and deliver training and education to SHA staff on money issues.
6. To develop and deliver training and education to external agencies about the specific money issues that affect people living with Huntington’s disease.
7. To work with the National Volunteer Coordinator to train and support Wellbeing Volunteers to provide first tier support to people living with HD on money issues.
8. To work with other members of the Wellbeing Volunteer team to develop information resources for the SHA web site.
9. To maintain accurate records of work undertaken with all clients.
10. To maintain the SHA’s database in relation to work undertaken.
11. To participate and contribute actively to team meetings, discussions and the development of the service.
12. To comply with the charity’s policies and value framework.
May 2014
Notes:
1. This job outline reflects the main tasks and responsibilities discharged by the post holder at the present time; however the SHA reserves the right to alter or amend the content of this job outline to reflect changes to the job or services provided, while maintaining the overall character and level of responsibility for the post.
2. Notwithstanding any information or statement described within this job outline, all duties must be carried out in a way that promotes equality of opportunity, dignity and respect for all individuals and which is consistent with the SHA’s stated policy on equal opportunities.
3. The successful candidate will be subject to a PVG check. Having previous convictions will not automatically disbar you from working at the SHA (with the exception of offences against children or other vulnerable groups) and every case is taken on an individual basis.
4. The duties and responsibilities of this post will be undertaken in accordance with the policies of the SHA.
ADULT NON-CLINICAL SERVICES
FINANCIAL WELLBEING OFFICER
The post-holder will have excellent written and verbal communication skills, be able to organise their own workload, have experience using Microsoft office, book keeping skills and have worked within an office environment.
Criteria Essential Desirable
QUALIFICATION
Wiser Adviser or comparable training *
EXPERIENCE
Experience working as a benefits/financial adviser *
Experience in debt management *
Experience of working autonomously *
Experience of working within the Voluntary Sector *
Evidence of appeals to tribunal level *
COMPUTER LITERACY
Word *
Excel *
Experience using Advice Pro *
Email *
SPECIAL APTITUDE
Excellent Communication Skills *
Flexibility of working practice *
Attention to detail *
Evidence of self-motivation *
Excellent literacy and numeracy skills *
Excellent negotiation and advocacy skills *
Up to date knowledge of the benefits and tax system *
January 2015