Financial Wellbeing Officer

JOB DESCRIPTION

TITLE:

Financial Wellbeing Officer  (Part time)

CONTRACT TYPE:

Fixed term until 31st March 2028

SALARY:

£25,419 per annum pro rata

DBS:

HOURS:

Enhanced DBS required with Adult Barring Check

Part-Time (TBC)

EMPLOYED BY:

Carers Trust Crossroads West Wales

RESPONSIBLE TO:

Financial Wellbeing Services Coordinator

LOCATION:

Llanelli Office / Hybrid Working

OVERALL AIMS OF THE POST:

  Provide information, advice and support to carers throughout West Wales who

are experiencing financial hardship to maximise their income and work towards
improved financial security

  Work with colleagues to ensure carers are supported to access other existing

services.

Areas of Responsibility

  To act as a point of contact for carers and vulnerable individuals experiencing
financial  hardship  and  to  take  a  holistic  approach  to  assessing  financial
wellbeing

  To produce information for carers and vulnerable individuals and assist them to
access a range of grants, discounts and concessions available to them and/or
the individuals they care for

  To  support  carers  and  vulnerable  individuals  to  develop  tools  to  effectively

manage their finances and promote financial sustainability

  To  support  the  delivery  of  informal  workshops,  talks  and  drop-in  information
sessions,  for  example  on  budgeting  skills,  etc.  to  help  carers  become  more
financially resilient.

  To support carers and vulnerable individuals through local community groups in

community settings

  To develop and promote partnerships with community food networks including

food banks, community fridges etc.

  To develop and promote partnerships with community fuel networks including

fuel co-operatives

  To  help  maximise  carers’  and  vulnerable  individuals  income  by  completing
benefits  checks  &  benefit  applications  for  them,  signposting  onwards  for
specialist Welfare Benefits case work.

  To  support  individuals  to  switch  tariffs,  access  social  tariffs  and  to  claim

payments including the Warm Homes Discount

  To  support  carers  and  vulnerable  individuals  to  apply  for  the  Priority  Service

Register with energy providers

  To  work  with  all  teams  within  Carers  Trust  Crossroads  West  Wales  to  identify

carers who are experiencing financial hardship

  To  work  with  partner  agencies  and  others who  may  have  contact  with  carers
and vulnerable individuals, to increase the number of individuals known to the
service  and  to  other  services  across  West  Wales.    This  may  include  activities
such  as  attendance  at  events,  manning  stalls,  providing  briefings  for
professionals,  attending  drop-ins,  manning  points  of  contact  in  surgeries,
hospitals, etc.

  When  individuals  are  referred  to  the  project,  assess  their  needs  and  jointly
agree  a  plan  to  address  those  needs  adopting  a  person-centred  strengths-
based  approach  –  either  through  direct  activity  or  by  referring  to  other
agencies.

  Where  other  services  may  be  more  appropriate  to  meeting  the  needs  of
individuals make referrals to these services – as agreed with the individual.

  To  raise  carer  awareness  through  involvement  in  carer  and  related  community

events e.g. Carers Week and Carers Rights Day.

Team working/Networking and Liaison

  To  be  aware  of  opportunities  for  new  partnership  working,  and  help  to  develop

clear protocols for joint working

  To  foster  and  maintain  existing  partnerships  with  a  wide  range  of  statutory,

voluntary and community group and forums.

2

  To develop effective teamwork through informal and formal communication with

colleagues and regular attendance and input into team meetings etc.

  To offer and provide team cover and continuity of services to clients in the event

of colleagues planned/unplanned absence i.e. annual leave etc.

Administrative/Service Development

  To maintain accurate case records on our Customer Relationship Management

system

  To assist in collating client feedback and information to evidence need for
improvement of existing services and/or development of new services

  To develop effective teamwork through informal and formal communication with

colleagues and regular attendance and input into team meetings etc.

  To assist in the preparation of information reports as required by funders

  To carry out all duties in accordance with the requirements of the Health and

Safety at Work Act, adopting safe working practices always.

General

  To be committed to safeguarding and promoting the welfare of vulnerable adults

and children.

  To work at all times within the philosophy and policies of Carers Trust.

  To comply with the Health & Safety at Work Act 1974 and with Carers Trust policy,

paying particular attention to the reporting of dangerous situations.

  To  respect  the  personal  choice  and  lifestyles  of  colleagues,  carers,  and  people
with care needs, ensuring that Equal Opportunity principles are applied always

  To comply with Carers Trust staff Code of Conduct.

  To  undertake any other duties that  may be considered commensurate  with the

level of the post.

3

Person specification

Desirable

Essential

Experience

Experience of delivering financial
support and/or welfare benefits advice
and support

Experience of networking and liaising
with a range of statutory and
voluntary organisations

Experience of providing information,
advice and support to vulnerable
individuals

Direct experience of working for a
support service and achieving positive
outcomes for beneficiaries

Working with and implementing policies,
procedures and guidance

Solution focussed / problem solving
ability

Qualifications

A good standard of general education or
ability to demonstrate relevant
experience

Experience of delivering informal talks
/ training / workshops

NVQ/QCF in a relevant subject e.g.
Health & Social Care

Level 4 Diploma in Advice & Guidance (or
a commitment to achieve this)

Skills and abilities

Excellent communication and
interpersonal skills

Understanding of relevant legislation

Highly organised working methods with
an ability to write and update accurate
records

Ability to communicate in Welsh

Ability to use IT effectively including
email, Word and experience of using data
bases

Ability to maintain confidentiality

4

Ability to use your initiative and work
independently and as part of a team

Ability to plan, prioritise and manage
workload

Good self-awareness and commitment
to continuous professional development.

 A positive attitude and ability to
embrace the values and ethos of Carers
Trust Crossroads West Wales in everyday
practice.

Knowledge

An understanding of carers and the
impact of caring

An understanding of the statutory
and third sector support service
provision in West Wales

Clear understanding of the Health &
Safety at Work Act and own and others’
responsibilities

A knowledge of legislation and
regulatory bodies relating to the
giving of financial information, advice
and guidance

Other

Valid Driving Licence and access to a
vehicle for work purposes and ability to
travel occasionally throughout
Carmarthenshire, Pembrokeshire and
Ceredigion.

5