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.
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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.
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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
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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.
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