Head of Money Management in Coventry

Age UK Coventry & Warwickshire are seeking to recruit a highly organised and detail driven Head of Money Management. The service includes a regulated corporate appointeeship service and financial support services. This new role will lead the service, ensuring full compliance with contractual and regulatory requirements. The postholder will be responsible for ensuring the service operates effectively and to a consistently high standard, delivering person-centred, high-quality support to our clients.

Main duties of the job

Reporting to the Director of Services and working closely with the services steering groups, the postholder will be pivotal in overseeing, supporting, and managing the controlled and sustainable expansion of the service. This will include strengthening governance frameworks, enhancing operational systems and ensuring complete transparency across the service.

We are seeking a highly experienced individual with a proven track record in managing complex legal, regulated, financial, statutory, or governance matters, where accuracy, accountability, transparency, and professional integrity are paramount.

Additionally, the successful candidate will:

• Demonstrate a proven track record of leading teams and delivering high-quality services in line with contractual or commissioner requirements.
• Confidently interpret and apply policies, contracts, and regulatory frameworks, exercising sound judgement and analytical thinking.
• Communicate complex information clearly and professionally, both in writing and verbally, with excellent attention to detail.
• Build strong effective relationships with internal and external stakeholders.
• Maintain meticulous organisation and record keeping supported by strong digital literacy and the ability to learn new systems.

About us

We're a local charity working in the community to support older people, their families and carers. We want everyone to be able to love later life.

Job responsibilities

Post Title: Head of Money Management
Reporting Line: Director of Services
Responsible for: Money Management Team Leader and Casework Supervisors

Summary of post: The Head of Money Management role will serve as the senior point of contact for the Money Management service. The post holder will provide line management support to the Team Leader and a team of Casework Supervisors. They will be central to delivering both local authority and privately funded services effectively, identifying, mitigating, and monitoring risk at a service level. As a key member of the Leadership Team, the post holder will also contribute to the strategic direction and overall management of the charity.

Hours of work: 37 per week

Duties and responsibilities:

Strategic Leadership & Service Direction

• Lead and oversee the delivery of the Money Management service, ensuring alignment with the organisations strategic plan, regulatory and contractual obligations, and quality standards.
• To be an active, integrated and cohesive team member of the leadership team, supporting the Senior Management Team in strategy development and delivering the organisations vision.
• Support the Director of Services in providing leadership and direction in the development of the Money Management service, including identifying development and income generating opportunities, and areas of innovation.
• Actively contribute to the Money Management steering groups, offering insight into operational delivery and performance, risk management, and service improvements.
• Monitor sector developments, legislation, and best practice, ensuring the service remains compliant, relevant, and forward-thinking.
• Identify opportunities for partnership development, service expansion, and collaborative working to enhance the services reach.

Operational Management & Service Delivery

• Manage statutory local authority contracts, ensuring robust record keeping, accurate data management, and timely internal and external reporting.
• Review, monitor and strengthen systems, processes and procedures. Embedding a culture of continuous improvement, accountability and transparency.
• Lead key organisational and service projects or events. Ensuring effective planning, delivery and evaluation.
• Proactively promote Money Management to maximise uptake and optimise service delivery.
• Act as the senior escalation point within the service.
• Facilitate strong client safeguarding.
• Provide strong leadership, direction and mentoring to direct reports, enabling them to perform effectively and with confidence.
• Drive a high-performance culture, including managing staff performance, setting clear expectations, and fostering a culture of professional confidence and resilience.
• Identify and support training and development needs across the service, to allow staff to have the skills and knowledge required.

Governance, Risk, & Reporting

• Contribute to the charity's management of risks. Including taking responsibility for service level risks, identifying emerging risks within the service, and ensuring agreed mitigation plans are followed.
• Prepare high-quality reports, analysis, and updates for service steering groups.
• Support the Director of Services in budget setting, monitoring, and financial oversight, in accordance with AUKCW's Financial Procedures.

Stakeholder Engagement & External Representation

• Develop and maintain strong working relationships with key stakeholders, including commissioners, external auditors, the Department for Work and Pensions, Age UK brand partners, third sector organisations, statutory services, and other appointeeship providers.
• Represent the organisation professionally at internal and external meetings, networks and events.
• Champion and encourage collaboration to support cross organisational discussions that improve service delivery and the awareness of AUKCW services.

General Organisational Responsibilities

• To undertake appropriate training and personal development as required for the role.
• To adhere to all AUKCW policies.
• To participate as a member of the wider AUKCW team, including travel between AUKCW sites.
• To portray a positive image of the organisation both internally and externally, and set high standards of personal integrity and professionalism, leading by example.
• To undertake such other duties as may be reasonably required, consistent with the nature and grade of the post.

Person Specification

Qualifications

• Education to A level standard or equivalent.
• Related educational or management qualification.

Experience

• Extensive experience managing complex legal, regulated, financial, statutory or governance matters.
• A proven track record of managing and leading to high levels of achievement and innovation.
• A successful track record of service delivery in line with contract specifications or commissioner requirements.
• Demonstrable evidence of developing high value relationships with internal and external stakeholders.
• Knowledge of the issues facing older people in Coventry and Warwickshire.
• Knowledge of legislation in relation to health & safety and employment law, and a practical understanding of risk management.

Skills & Abilities

• Ability to present complex information clearly and concisely in writing or verbally, with excellent written and spoken English.
• Analytical skills with the ability to exercise sound judgement and sensitivity.
• Excellent computer literacy skills, including the ability to decipher new CRM software and ability to use standard Microsoft packages.

Personal Qualities

• Understanding of and a commitment to equality of opportunity.
• Holds full UK Driving Licence and access to own vehicle.
• Knowledge of appointeeship services and the mental capacity act.

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.