Financial Wellbeing Trainer - Newcastle upon Tyne, United Kingdom - The Money Charity

Description

Job Title -Financial Wellbeing Trainer - Mid-Life MOT Programme


Contract -2 year fixed-term contract


Hours -Part-time (30 hours per week / 0.8 of a full-time equivalent). There will be a need to work around employer demand and employee need, therefore some evening and weekend work may be required occasionally.


Location -This role is remote-based, with a requirement to travel across the North-East of England region on a weekly basis with occasional (less than once a month) travel to the Charity's London office in Clapham. Own transport is required for business use.


Salary Details -£28,000-£34,000 pro-rata equivalent depending on experience

Full-time allowance of 36 days holiday (including bank holidays and 3 further days between Christmas and New Year.) Flexible annual leave available.

Flexible working hours policy (with company core office hours.) Generous 10% employer pension contribution after probationary period.


Expenses:

• Outofpocket expenses will be reimbursed when incurred, in accordance with our expenses policy.

About Us
For over 25 years, The Money Charity has been the UK's Financial Capability charity.

We proactively provide education, information, advice and guidance to people of all ages, helping them to manage their money well and increase their Financial Wellbeing.

We believe that being on top of your money as a part of everyday life reduces stress and hardship, helps you achieve your goals and live a happier life as a result, so we empower people across the UK to build the skills, knowledge, attitudes and behaviours to make the most of their money throughout their lives.

About The Role

A core strand of The Money Charity's offering is helping adults in their place of work or in their local community to build the skills, knowledge, attitudes and behaviours to manage their money well.

As part of this we are partnering with another organisation in their delivery of a 2 year pilot of the DWP's Mid

• Life MOT Programme in workplaces in the North East of England.

The Programme has been designed to encourage and enable people to stay in work longer and enjoy a more secure retirement through helping them take stock of their Work, Wealth and Wellbeing.

The Money Charity is providing the Wealth pillar of the Programme, which aims to help employees aged 45-55 gain knowledge of their current financial position and the likely retirement outcomes it is likely to translate to, e.g.

by getting a State Pension Forecast; contacting their known pension provider to find out the value of their pension pots; and getting some scenarios on what sort of retirement income they will provide, assuming current level of contributions.

Key Responsibilities
The role of the Financial Wellbeing Trainer is to:

• Deliver group Pensions/Life Beyond Work and related Financial Wellbeing sessions to target employees, in accordance with the process and quality standards set out
• Deliver focused 1:1 support, information, guidance to target employees on the same topics
• Signpost participants to available services (e.g. PensionWise) and regulated pensions/financial advice as appropriate (this role will NOT require individuals to give any pensions or wider financial advice)
• The above could be delivered on employer premises, other agreed locations or remotely
• Effectively engage participants by delivering sessions in a clear, concise, creative and engaging manner, ensuring delivery is appropriate to the audience of each setting as far as possible and that learning objectives are met
• Contribute to the initial and ongoing development of training materials, supporting resources and processes for the Programme
• Stay uptodate with financial products, current events, news and issues and relevant Financial Capability sector developments to ensure knowledge base for delivering highquality sessions is sustained
• Support the evaluation and continuous improvement of the relevant Programme processes and approach as the pilot develops
• Establish and maintain positive relationships with host employers and individual employees
• Manage the daytoday relationship between the partner organisation and The Money Charity, including administrative and logístical support
• Maintain accurate, uptodate and GDPR compliant data, electronic and paper records for programme activities as required
• Attend and participate in training, events and other meetings as required relevant to the delivery of the Programme
• Support activities that contribute to the wider growth and sustainability of the charity as directed
• Be proactive in reviewing and evaluating own performance, identifying and acting upon areas for improvement
• Representing The Money Charity, upholding the charity's mission, vision and reputation
• Undertake other duties compatible with the level and nature of the role and/or reasonably required

Person Specification

• Essential_
• A minimum of A-C GCSE Maths and Englis