Money Management Advisor
| Posting date: | 11 September 2025 |
|---|---|
| Salary: | £34,118 per year |
| Hours: | Full time |
| Closing date: | 25 September 2025 |
| Location: | Liverpool, Merseyside |
| Remote working: | Hybrid - work remotely up to 4 days per week |
| Company: | Alternative Futures Group |
| Job type: | Permanent |
| Job reference: | ID:1259 |
Summary
Job Description
To provide a comprehensive money management service for people we support who are unable to manage their own financial affairs.
To be part of a professional team that provides a person centred approach which enables people we support to manage their money as they choose. Ensuring at all times that financial risk is minimised through the operation of good financial management, procedures and systems.
To ensure Alternative Futures Group is compliant in its role of Corporate Appointee as stipulated by the Department for Works and Pensions.
Dimensions
Deliver a financial service to people we support within a locality.
Principle Accountabilities
Notify DWP and complete all paperwork for people supported.
Cover all legal requirements of appointeeship as stated by DWP.
Manage appointee sub bank accounts for people supported within a locality.
Receive and manage all social security benefits and other income for people supported within a locality.
Reconcile sub bank accounts for people supported within a locality.
Provide visible access to bank statements when required.
Up load money onto individual pre-payment cards.
Monitor balances on pre-payment cards within a locality.
BACS / Cheque payment runs.
Set up and monitor direct debits / standing orders on sub accounts within a locality.
Jointly agree personal budget plans for people supported with operational staff.
Jointly authorise additional expenditure request for people supported.
Scan and upload benefit letters and responses onto operation management information system.
Finance audits as and when required.
Ensure knowledge regarding benefits and legislation is kept up to date.
Person Specification - Essential Requirements:
Qualifications, Skills & Experience
GCSE or A Level education, literacy and numeracy skills
Motivated to provide high quality advice to people supported
Good organisational skills
Excellent command of the English language and the ability to produce quality written advice
Highly articulate with the ability to communicate effectively with the people we support; colleagues at all levels and other professionals
The ability to develop and maintain good working relationships at all levels
Analytical and problem solving skills and the ability to deal with a range of people and financial issues.
At least one year of experience in dealing with welfare and benefits legislation
Knowledge, Abilities & Personal Attributes
Up to date knowledge of all welfare benefits and legislation
Knowledge of Windows based applications
Knowledge of Advanced Excel
Knowledge of computer based systems
This role is home based, within the north west. With our extended flexible working options, you can also choose to work a 9-day fortnight or a 4.5-day week, supporting our employees with their work life balance.
A driver with the use of a vehicle for business purposes is required for this role as occasional travel within the north west is required.
This role is Band I as per our structure.
To provide a comprehensive money management service for people we support who are unable to manage their own financial affairs.
To be part of a professional team that provides a person centred approach which enables people we support to manage their money as they choose. Ensuring at all times that financial risk is minimised through the operation of good financial management, procedures and systems.
To ensure Alternative Futures Group is compliant in its role of Corporate Appointee as stipulated by the Department for Works and Pensions.
Dimensions
Deliver a financial service to people we support within a locality.
Principle Accountabilities
Notify DWP and complete all paperwork for people supported.
Cover all legal requirements of appointeeship as stated by DWP.
Manage appointee sub bank accounts for people supported within a locality.
Receive and manage all social security benefits and other income for people supported within a locality.
Reconcile sub bank accounts for people supported within a locality.
Provide visible access to bank statements when required.
Up load money onto individual pre-payment cards.
Monitor balances on pre-payment cards within a locality.
BACS / Cheque payment runs.
Set up and monitor direct debits / standing orders on sub accounts within a locality.
Jointly agree personal budget plans for people supported with operational staff.
Jointly authorise additional expenditure request for people supported.
Scan and upload benefit letters and responses onto operation management information system.
Finance audits as and when required.
Ensure knowledge regarding benefits and legislation is kept up to date.
Person Specification - Essential Requirements:
Qualifications, Skills & Experience
GCSE or A Level education, literacy and numeracy skills
Motivated to provide high quality advice to people supported
Good organisational skills
Excellent command of the English language and the ability to produce quality written advice
Highly articulate with the ability to communicate effectively with the people we support; colleagues at all levels and other professionals
The ability to develop and maintain good working relationships at all levels
Analytical and problem solving skills and the ability to deal with a range of people and financial issues.
At least one year of experience in dealing with welfare and benefits legislation
Knowledge, Abilities & Personal Attributes
Up to date knowledge of all welfare benefits and legislation
Knowledge of Windows based applications
Knowledge of Advanced Excel
Knowledge of computer based systems
This role is home based, within the north west. With our extended flexible working options, you can also choose to work a 9-day fortnight or a 4.5-day week, supporting our employees with their work life balance.
A driver with the use of a vehicle for business purposes is required for this role as occasional travel within the north west is required.
This role is Band I as per our structure.
Proud member of the Disability Confident employer scheme
Disability Confident
About Disability Confident
A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to Disability Confident.