JOB DESCRIPTION This Job Description is indicative only, and does not form part of the Principal Statement of Terms and Conditions of the post holder. The job as described will be reviewed on a regular basis to respond to the changing needs of the post and of the organisation. Job Title: Money Management Coordinator Base: Employer: Huntley House, 119 London Street, Reading, RG1 4QA Age UK Berkshire: Company No. 7928260, Charity No. 1146462 30 per week £15,600 for 30 hours (£19,500 Equivalent for full-time) Hours of work: Salary: Responsible to: Operations Manager Responsible for managing: Money Management Assistant Volunteers that help the Money Management service All terms and conditions are in accordance with the standard terms and conditions of employment of Age UK Berkshire. Details of these can be found in your Principal Statement of Terms and Conditions of Employment, with further details in the Employee Handbook. Local travel during work will be required, for which mileage allowance will be paid. Terms and Conditions: Special Conditions: Date this Job Description was last reviewed: Occasional evening and weekend work may be necessary, for which time off in lieu on an hour-by-hour basis is allowed. The post is subject to a satisfactory Enhanced Disclosure and Barring Scheme check. 25/02/2015 JOB SUMMARY ● Provide support to older or vulnerable people who are having difficulty managing their money. ● Actively manage the finances of older or vulnerable people by putting in place long term measures to stabilize their financial situation. ● Manage volunteers and staff who help to provide the service. 1 Main Duties: 1. Money management of clients’ accounts, including liaising with creditors. 2. Carry out and record assessments of new clients. 3. Devise, implement and monitor a plan for each client to manage their financial affairs. 4. Maintain accurate case records for each client. 5. Provide advice on money management including welfare benefits and facilitate income to be maximised; work with Age UK Berkshire Information & Advice Workers as needed. 6. Liaise with Adult Social Care, carers, relatives and other agencies as appropriate to discuss case reviews and other issues. 7. Support, supervise and manage the day to day activities of the Money Management Assistant. 8. Manage volunteers to provide support and financial supervision for clients. 9. Make regular visits to clients to deliver the service as demand dictates. 10. Undertake service performance monitoring and produce reports as required by funders and, where appropriate, by relatives and carers. 11. Liaise with the Age UK Berkshire Finance Team to ensure all income and expenditure records are up to date. 12. Signpost (refer) to other agencies for support for clients as appropriate. 13. Assist in the winding-up of a client’s affairs when they die. 14. Ensure compliance with Law Society guidelines relating to effective management of customers’ money. 15. To undertake relevant training to maintain skills and knowledge necessary for this post. 16. To comply with all Age UK Berkshire policies and procedures and with all relevant legislation. 17. To carry out any other duties, commensurate with the rate of pay and grading, as may from time to time be assigned by the Directors of Age UK Berkshire. 2 PERSON SPECIFICATION: Experience Financial management and budgeting experience Experience of partnership and collaborative working, both internal and external Experience of planning, monitoring and evaluation Working or volunteering in a not-for-profit organisation Experience of dealing with Local Authorities and Government agencies Knowledge and understanding An awareness of the challenges facing older people Patient and sensitive to client’s needs Knowledge of the welfare benefits system Outline understanding of Law Society guidelines for managing client’s money Understanding of Lasting Power of Attorney / Court of Protection procedures Skills and abilities Highly organised and able to manage multiple areas of work Effective management of paid staff and volunteers Ability to work to a high level of detail and keep accurate records High-level numeracy and literacy skills Strong interpersonal skills, able to build trust with clients Able to work with a high degree of confidentiality Use of appropriate Information Technology systems as management tools Able to communicate effectively, especially listening Excellent influencing, motivational and negotiation skills Work on own initiative, flexibly and to the needs of the organisation and service Training and qualifications Demonstrable commitment to continuing professional development Recognised accountancy/financial qualification is advantageous but not required Other Commitment to the values and ethos of Age UK Berkshire Commitment to the principles of equality of opportunity and confidentiality Own transport with the ability to travel across the area of benefit Essential Desirable E E E D D E E D D D E E E E E E E E E E E D E E E Candidates will need to demonstrate Essential criteria in their application form and, if invited for interview, by answering questions and scenarios to demonstrate understanding and practical use of those criteria. Candidates able to demonstrate Desirable criteria in their application and during interview, will find added advantage. 3