Financial Wellbeing Officer Carmarthenshire

Llanelli, WLS, GB, United Kingdom

Job Description

The service is a partnership between Carers Crossroads West Wales and Age Cymru Dyfed

The key part of the service is to provide a high-quality information and advice service, with case work (level 4), and support people who are struggling with their financial well-being. This is especially in relation to unregulated debt.

Age Cymru Dyfed will deliver financial wellbeing support in relation to the debt section of the service but will also assist with providing welfare benefit resources when appropriate.

Act for the client where necessary by calculating entitlement, negotiating, drafting, and writing letters.

Maintaining up-to-date files and records of interviews in line with the I&A Quality Programme benchmarks and the Advice Quality Standard.

To ensure that the policies of Age Cymru Dyfed, particularly the Equality and Diversity, Health and Safety and Confidentiality policies and other client care practices, are correctly adhered to.

To work with other members of the team to improve the effectiveness of Age Cymru Dyfed and provide relief cover for other staff when required.

To contribute to Age Cymru Dyfed's social policy work.

Age Cymru Dyfed has a team of trained Information & Advice officers throughout the three Counties.

This role will provide both short-term and long-term support for people living within Carmarthenshire.

The service provision will be adaptable and could either be face-to-face in the home/office, and/or telephone to meet the needs of the individual.

Occasional flexibility may be needed for appointment times to suit the client's needs .

Key responsibilities of the role:

Provide advice covering a range of topics including (but not exclusively), Unregulated Debt, Budgeting Finances, Welfare Benefits, Housing and local services.

Develop a working knowledge of the information resources and office systems, which support the advice service, using them effectively and contributing to their continuous improvement.

Keep up to date on relevant changes in the law, policies, and procedures, both locally and nationally, as they apply to and affect older people and their carers.

To provide and maintain statistical information and case records in line with data protection regulations.

To signpost to the appropriate debt support service for regulated debt issues.

To deliver financial wellbeing workshops concentrating on managing money, online banking and budgeting.

To negotiate on behalf of clients, ensuring that the client's best interests are represented.

Contribute to the maintenance of local information systems.

To work as part of a team with other advice staff and volunteers.

To liaise with outside agencies including Social Services and Department for Works and Pensions on behalf of clients, and for the purpose of establishing close working links.

To make home / outreach visits as necessary

To assist with the training and supervision of the advice volunteers.

Promote the service to local partners and priority clients.

Skills, Qualities, and Experience



Essential (E) or Desirable (D)

The ability to listen and communicate effectively and establish a good rapport with people. E

A knowledge and understanding of the complex and difficult issues faced by vulnerable people living in West Wales. E

An understanding of the issues suffered by clients with budgeting issues and poor financial health. E

An ordered approach to the delivery of information and advice and casework and a willingness to work within agreed procedures. E

An awareness of primary legislation in Wales seeking to address these issues. E

A broad understanding of health and social care issues for older people and those who care or support them. E

Experience of adhering to policies and procedures, including those linked to consent, GDPR, adult safeguarding, etc. E

The ability to work objectively, in a person-centered way, effectively liaising with others including but not limited to clients, their carers, local authorities and landlords , health and social care professionals, other providers of service, etc. E

The ability to work with a high degree of autonomy; to manage time effectively and prioritise referrals that target those in greatest need. E

Experience of and commitment to collaborative working and co- production. The ability to make home visits as necessary. E

Knowledge of the welfare benefits framework and the ability to undertake benefits checks and provide advice to level 4 of the advice framework. E

Spoken and written Welsh to a minimum of level 3. D

Previous experience of working with older people. D

Additional requirements

Satisfactory DBS check and personal references

Current full UK driving license and full use of a car for work purposes with the appropriate business insurance cover in place.

Job Types: Full-time, Part-time

Pay: 24,060.00-25,250.00 per year

Expected hours: 21 - 35 per week

Benefits:

Bereavement leave Company pension Health & wellbeing programme On-site parking Store discount
Schedule:

Day shift Monday to Friday No weekends
Work Location: Hybrid remote in Llanelli SA15 2EA

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Job Detail

  • Job Id
    JD3173469
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Part Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Llanelli, WLS, GB, United Kingdom
  • Education
    Not mentioned