Financial Advocate and Appointee
Financial Advocate and Appointee

Financial Advocate and Appointee

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support individuals in managing their finances and achieving their personal goals.
  • Company: A compassionate organisation dedicated to improving lives for adults with learning disabilities.
  • Benefits: Flexible hours, 33 days annual leave, and free training opportunities.
  • Why this job: Make a real difference in people's lives while enjoying a flexible work environment.
  • Qualifications: Experience in financial services and a passion for helping others.
  • Other info: Home-based role with travel; perfect for self-starters who love problem-solving.

The predicted salary is between 36000 - 60000 £ per year.

You will support people to manage their finances. You will get to know the individuals and help them, their support team and family use their money to achieve their goals and live the life they choose. You will also be responsible for managing their benefit claims and budget and arranging bill payments. This will enable them to reach decisions, make informed choices and express their views, giving them more control and independence with their money.

Although this is a home-based role, it will include frequent travel to visit the individuals you support along with remote support from local advocates, managers and the administrative and finance teams based in our office in Grantham. This role will suit people who have the ability and flexibility to travel, work mainly weekdays (although some evening and weekend work may be required) and can work from home.

Responsibilities:

  • Support people to manage their finances.
  • Get to know the individuals and help them, their support team and family use their money to achieve their goals and live the life they choose.
  • Manage their benefit claims and budget and arrange bill payments.
  • Enable them to reach decisions, make informed choices and express their views, giving them more control and independence with their money.
  • Home-based role with frequent travel to visit the individuals you support, along with remote support from local advocates, managers and the administrative and finance teams based in our office in Grantham.
  • Work mainly weekdays (although some evening and weekend work may be required) and can work from home.

What we are looking for / Qualifications:

  • The successful applicant must show experience and knowledge of financial services or the benefits system.
  • We are looking for candidates with a commitment to improving the lives of adults with a learning disability, as well as a flexible, innovative and person-centred approach.
  • Compassionate, caring, confident and resilient.
  • Excellent communication and interpersonal skills.
  • Self-starter, with a high level of motivation.
  • Excellent written and verbal communication skills.
  • Excellent numeracy skills and attention to detail.
  • Confident, articulate, and professional.
  • Keenness to learn in a fast-paced environment and creatively solve problems.
  • Desire to embrace our values and vision and have fun!

Benefits:

  • Annualised Hours guaranteed monthly salary for full and part-time roles.
  • Flexible working hours for work-life balance.
  • 33 days Annual Leave including bank holidays (pro rata).
  • Employee support line to support you and your family.
  • Free nationally accredited training.
  • Contributory Pension Scheme.
  • Free Enhanced DBS check.
  • Cycle to Work Scheme.
  • Well-being initiatives.
  • Access to thousands of retail discounts including discounted Health Cash Plan.

Financial Advocate and Appointee employer: Thera Trust

As a Financial Advocate and Appointee, you will join a compassionate team dedicated to empowering individuals with learning disabilities to manage their finances and achieve their personal goals. Our home-based role offers the flexibility of working from home while providing essential support through regular travel to meet clients, ensuring a dynamic work environment. With a strong commitment to employee well-being, we offer generous annual leave, flexible working hours, and access to professional development opportunities, making us an excellent employer for those seeking meaningful and rewarding work.
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Contact Detail:

Thera Trust Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Advocate and Appointee

✨Tip Number 1

Get to know the company and its values before your interview. This will help you connect your experiences with what they’re looking for in a Financial Advocate. Plus, it shows you’re genuinely interested in the role!

✨Tip Number 2

Practice your communication skills! Since this role involves supporting individuals and their families, being able to articulate your thoughts clearly is key. Try role-playing with a friend or family member to boost your confidence.

✨Tip Number 3

Be ready to share examples of how you've helped others manage their finances or navigate the benefits system. Real-life stories can make a big impact during interviews and show that you have the experience they need.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.

We think you need these skills to ace Financial Advocate and Appointee

Financial Management
Benefit Claims Management
Budgeting
Communication Skills
Interpersonal Skills
Attention to Detail
Numeracy Skills
Problem-Solving Skills
Flexibility
Person-Centred Approach
Compassion
Resilience
Self-Motivation
Innovative Thinking

Some tips for your application 🫡

Show Your Passion: When writing your application, let your passion for supporting individuals shine through. We want to see how committed you are to improving the lives of adults with learning disabilities and how you can make a difference.

Tailor Your Experience: Make sure to highlight your experience in financial services or the benefits system. We’re looking for specific examples that demonstrate your skills and how they relate to the role of Financial Advocate and Appointee.

Be Clear and Concise: Keep your writing clear and to the point. Use straightforward language to explain your qualifications and experiences. Remember, we appreciate excellent written communication skills!

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at Thera Trust

✨Know Your Financial Stuff

Make sure you brush up on your knowledge of financial services and the benefits system. Be ready to discuss how you've helped others manage their finances in the past, as this will show your understanding of the role and its responsibilities.

✨Show Your Compassion

This role is all about supporting individuals with learning disabilities. During the interview, share examples of how you've demonstrated compassion and care in previous roles. This will highlight your commitment to improving lives and your person-centred approach.

✨Communicate Clearly

Excellent communication skills are a must for this position. Practice articulating your thoughts clearly and confidently. You might even want to prepare a few scenarios where you've successfully communicated complex information to someone who needed help.

✨Flexibility is Key

Since this role involves home-based work and frequent travel, be prepared to discuss your flexibility and adaptability. Share experiences where you've had to adjust your plans or work schedule to meet the needs of those you support.

Financial Advocate and Appointee
Thera Trust
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  • Financial Advocate and Appointee

    Full-Time
    36000 - 60000 £ / year (est.)
  • T

    Thera Trust

    50-100
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