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Money Matters Support Worker

THE NR5 PROJECT
26,000 per year
Norwich
Part-time
Listed today
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Job Description

Money Matters Support Worker

Future Support
Fixed Term, until 30th September 2027, with extension subject to funding

Part-Time (20 hours per week). Subject to Four Day Week following 6 months
in post (see below).
Mon-Fri with occasional evenings or weekends as required by the service

FTE of 23 days per annum, plus Bank Holidays

Norwich

Salary:
Application Deadline:  TBD
TBD
Interview Date:

£14,054.05 (FTE of £26,000 per annum)

Our vision is of vibrant and strong communities where everybody can live independent, safe and
happy lives.

Vision statement:

Context and purpose of the job:

The  Money  Matters  Support  Worker  (MMSW)  joins  our  team  as  part  of  the  "Money  Matters:  Future
Resilience"  project,  which aims to  build  financial resilience  within  disadvantaged communities  in Norwich.
This project has been designed in response to the ongoing Cost of Living crisis, which has pushed many
families  into  debt  and  financial  instability.  By  providing  one-to-one  support,  the  MMSW  will  empower
individuals to manage their finances effectively, build confidence, and develop long-term financial resilience.

The MMSW will play a central role in supporting clients who are at risk of financial crisis by delivering tailored
financial advice and guidance. The role involves managing a full caseload of clients, working closely with
them  to  assess  their  financial  situation,  develop  and  implement  budgets,  and  create  sustainable  debt
repayment  plans.  The  MMSW  will  also  support  clients  in  accessing  additional  resources  and  services,
ensuring they receive comprehensive support that addresses all aspects of their financial wellbeing.

Through  this  role,  the  MMSW  will  contribute to  the  project's  broader  aim  of  testing  and  evaluating  a  new
model of financial support, combining early intervention support with incentivised debt reduction strategies,
to embed positive financial habits and attitudes and reduce the likelihood of clients falling back into financial
difficulties.

In addition to one-to-one support, the MMSW will collaborate with other team members to broadcast financial
tips and skills through radio shows and podcasts, extending the project's reach and impact across the Greater
Norwich area.

Personal Profile:

The ideal candidate will have substantial experience in providing personalised financial support and guidance
to  individuals  facing  financial  difficulties.  You  will  have  a  deep  understanding  of  financial  management,
budgeting,  debt  reduction  strategies,  and  the  barriers  that  disadvantaged  individuals  face  in  achieving
financial stability.

You will be adept at managing a diverse caseload, conducting one-on-one sessions, and developing tailored
financial action plans. Your ability to navigate complex financial situations with empathy and clarity will enable

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you  to  build  strong,  trusting  relationships  with  clients,  empowering  them  to  take  control  of  their  financial
futures.

The successful candidate will be proactive, resourceful, and a strong advocate for the individuals you support.
You will be capable of identifying and addressing both immediate financial crises and underlying issues that
contribute  to  long-term  financial  instability.  Your  resilience,  adaptability,  and  commitment  to  client
empowerment will be essential in helping clients achieve sustainable financial resilience.

As  a  collaborative  team player,  you  will  work  closely  with colleagues,  partners,  and  other  stakeholders to
deliver  holistic  support,  while  also  managing  your  responsibilities  independently  with  professionalism  and
confidence.  A  strong  understanding  of  local  financial  services,  resources,  and  networks  will  be  highly
advantageous, as will experience in contributing to broader financial education initiatives, such as community
workshops, radio shows, or podcasts.

About Future Projects: Future Projects is a registered charity which was founded in 2000 by two volunteers
who had become increasingly frustrated at the social exclusion, poverty, and lack of support available in their
local community. They recognised that the issues people faced on their local housing estate in Norwich –
one of the most deprived in the U.K. – could not be resolved by simply addressing one problem at a time in
isolation. So they set about working with the local community to understand their needs and ambitions, and
developed projects in youth work, education, media and advice along the way.

Today, we aim to help people in difficult situations build in their strengths and capabilities, and to develop the
skills confidence and resilience to take control and transform their lives.  We do this by providing high quality
services in the community which promote education, health & wellbeing, skills, employment and improved
life chances.

Our current projects and services are organised in three distinct departments as set out below.

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Key Deliverables

1.  Client Financial Support and Case Management

•  Manage  a  full  caseload  of  clients,  providing  personalised,  one-on-one  financial  support  aimed  at

building long-term financial resilience.

•  Conduct thorough assessments of clients' financial situations, identifying key areas of need such as

debt management, budgeting, and access to welfare benefits.

•  Develop and implement tailored financial action plans for each client, with clear milestones and goals

aimed at reducing debt, improving budgeting skills, and enhancing overall financial stability.

•  Assist clients in navigating and accessing relevant services, such as housing support, employment

resources, and additional welfare benefits, ensuring a holistic approach to financial resilience.

•  Continuously  monitor  and  review  client  progress,  adjusting  action  plans  as  necessary  to  reflect

changing circumstances or challenges.

2.  Match-Funding Programme Support

•  Provide  initial  financial  support  to  clients  identified  as  suitable  for  the  match-funding  programme,

ensuring they are well-prepared to meet the programme’s milestones.

•  Work closely with the Money Matters Coordinator to monitor clients' progress within the match-funding

programme, ensuring that all necessary documentation is accurate and up-to-date.

•  Support clients in reaching debt reduction milestones that qualify them for match-funding, reinforcing

positive financial actions and attitudes.

•  Collaborate with evaluators to track outcomes of the match-funding programme, contributing to the

overall assessment of the programme's effectiveness.

3.  Community Outreach and Engagement

•  Engage with the community through outreach activities to raise awareness of the financial support

services available, particularly targeting those most at risk of financial hardship.

•  Support the delivery of financial education and skills development through radio shows, and podcasts,

helping to extend the reach and impact of the Money Matters project.

•  Build and maintain relationships with local organisations, housing providers, and other stakeholders

to facilitate referrals and collaboration in supporting clients.

4.  Monitoring, Reporting, and Compliance

•  Maintain detailed and accurate records of client interactions, financial action plans, and outcomes,

ensuring compliance with all organisational policies and procedures.

•  Prepare  regular  reports  on  client  progress,  match-funding  programme  participation,  and  overall

service delivery for internal review and external reporting requirements.

•  Ensure  all  activities  are  conducted  in  line  with  safeguarding,  data  protection,  and  confidentiality

policies, prioritising the safety and wellbeing of clients at all times.

Financial Management

•  Follow the organisation’s financial procurement procedures to purchase minor items as required

and under the direction of line managers and senior staff.

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Other duties and responsibilities

•  Promote the aims, policies, and objectives of Future Projects.
•  Develop a good working knowledge of the operational area, its demographics, key communities,

voluntary, private and public sector contacts, networks and partnerships

•  Maintain confidentiality in the working environment, ensuring that the privacy and dignity of clients

are protected at all times

•  Undertake such other duties as may lie within the scope of this post

This role profile is not exhaustive and is subject to review in conjunction with the post holder and
according to future changes/developments in the service.

Job environment: significant flexibility in working patterns and hours will be afforded, however the majority
of the post’s working time will be during ordinary office hours, with a mix of home and community working
and in-office presence. This includes regular visits to the charity’s premises and bases of operation across
Norfolk. On occasions there will be a need for evening and weekend work subject to the needs of the charity.

Supervision: The post holder will report directly to Money Matters Coordinator and will be subject to regular
performance reviews and support sessions.

Line Management Responsibility: There is no line management responsibility attached to this post.

Health  and  Safety/Safeguarding:  The  post  holder  must  comply  with  policies  and  procedures  relating  to
health and safety, security, confidentiality, data protection, vulnerable adults and safeguarding children, and
preventing extremism and radicalisation; and report all concerns or disclosures to the appropriate person.

Future  Projects  is  committed  to  safeguarding  children  and  vulnerable  adults  and  expects  all  staff  and
volunteers to share that commitment. Our primary concern is always the safety and wellbeing of children and
vulnerable adults.

•  The  Charity’s  Designated  Safeguarding  Lead  for  Children  is:  Jane  MacLennan–  Deputy  Head

Teacher at Future Education: j.maclennan@futureeducation.org.uk 01603 251 310

•  The Charity’s Designated Safeguarding Lead for Vulnerable Adults is: Grace Richardson – Support

Services Manager: g.richardson@futureprojects.org.uk 01603 250 505

Future  Projects  will  provide  a  programme  of  induction  and  training  to  include  Health  &  Safety  and
Safeguarding, and will make external training available as required.

Equalities: The post holder must be aware of, support and promote equality and diversity in all its forms, and
ensure that clients have equality of access to the services on offer. In the context of this role, this includes
being  mindful  of  audiences’  access  requirements  to  information,  facilities  and  services  and  making
reasonable adjustments where appropriate.

Future  Projects  is  an  equal  opportunities  employer,  a  Living  Wage  employer,  and  a  Disability  Confident
employer; more information available on request.

Pre-employment checks: Employment will be subject to satisfactory pre-employment checks such as right
to work in the UK and enhanced checks from the Disclosure and Barring Service. Please see the application
form for guidance.

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Application Guidance

When completing your application form, please refer directly to
the Context and Purpose of the Job and Personal Profile
sections of the job description.

Please include relevant details of your training, experience,
knowledge and skills in relation to these sections. Applications
will be shortlisted for interview on the basis of this.

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