Money Advisor

About Us

Lancashire Women are a leading charity with the core vision of creating a Lancashire where all women are valued and treated as equals.

Our delivery draws upon three decades of practical experience in supporting women and is an approach recognised nationally for its effectiveness and impact.

OUR VALUES

We believe our values need to be translated from the ideals we profess into tangible behaviours which can be operationalised and measured. This way our teams know and understand how best we can achieve the outcomes and change for the women we work with. Our commitment is to ensure everyone in LW knows and understand the part they have to play and how they can bring our values into their work.

Empower We work to build on the strengths that all women & girls have so that they can become more confident; especially in controlling their own life and claiming their rights.NonJudgemental We accept each woman exactly as they are and genuinely make no moral judgement about their situation.Honest We try to be real with all the women & girls we work with so they can have choices about their lives knowing that they will need courage to make changes that will benefit them and those around them.Creative Creative in our approach to supporting women & girls and seeking solutions with them for the challenges.Collaborative We know we learn more and can achieve more when we work together.

ABOUT THIS ROLE

Job Title: Money advisor/Trainee

Reporting to: Team lead

Salary: SP.84 SP.37 per annum pro rata

Hours: 30 hours per week

Duration: Fixed term until October 2026

Base: Accrington/Preston/Blackpool

Please note that a qualified money advisor is preferred for this role but dependant on the candidates experience we are open to training.

Overview

Join our dedicated advice team to make a meaningful impact on peoples lives. As our service continues to expand and evolve we seek an enthusiastic driven and empathetic advisor to apply for this role. You will work closely with our existing money advisers to deliver diverse services. Continuous training and personal development are fundamental to success in this role ensuring that you are wellequipped to meet the needs of our service users.

In line with GOQ SINGLE SEX ESTABLISHMENTS (s7(2)(d)) this post is open to female candidates only.

Roles & Responsibilities

To provide facetoface advice to empower service users with effective debt support and options resolve benefit issues and improve energy efficiency.

Support service users with comprehensive budgeting assistance and financial health checks to ensure service users are wellinformed and confident in their

decisions.

Arrange home visits with the Lancashire Women handy person to implement practical energysaving solutions.

Directing service users to other services within Lancashire Women including our employment advice team and the mental health and

wellbeing team.

Attending networking and community events to promote the Advice teams services and educate people on topics such as energysaving measures local initiatives debt options and budgeting advice.

To provide workshops for service users that empower them to make positive money and energy savings decisions. These workshops will support their immediate financial and mental wellbeing while equipping them with the tools to manage their longterm financial future more effectively.

To effectively manage personnel caseloads and schedules utilise SharePoint Excel Outlook and our CRM system. This ensures that all client records are updated promptly and we meet the relevant targets and objectives for the role and the wider team

General Requirements

• Continuously strive to enhance personal and professional skills and contribute to the advancement of the business by identifying opportunities and areas for improvement.
• Serve as an ambassador for the Lancashire Women brand.
• Utilise CRM systems for efficient analysis and management of information.
• Adhere to GDPR information security policies and procedures and relevant codes of conduct for practitioners keeping them current.
• Ensure that health and safety standards are consistently maintained.
• Work flexibly and provide support to team members as needed.
• Always uphold the policies and ethos of Lancashire Women.
• Undertake additional duties as required in alignment with the nature of the role

This job description is not intended to be exhaustive.

The postholder is expected to maintain a flexible attitude towards their duties which may change based on the services needs. Any variations will be discussed with the postholder and will align with the organisations overall objectives

PERSON SPECIFICATION

Qualifications

Personal Attributes

This job description is not intended to be exhaustive. The postholder will be expected to adopt a flexible attitude to the duties which may have to be varied (after discussion with the post holder) subject to the needs of the service and in keeping with the general profile of the post.

In the supporting evidence of your application form you must demonstrate your experiences by giving specific examples for the criteria within the person specification

Why work for us

• A chance to work in a rewarding ethical and agile environment
• where every day you are making a genuine difference to the
• lives of women and girls across Lancashire.
• Employer Pension Scheme.
• Wellbeing support.
• Access to range of support services such as money advice etc.
• Flexible working/work life balance.
• Access to a healthcare plan.
• Birthday day off every year.
• Childcare vouchers.
• An opportunity to work in an Organisation where you are truly
• valued and integral to our every day operations.
• Be involved in an organisation which puts service users and co
• design at the centre of all we do.

APPLY NOW!

For more information please visit our website: and download our three application forms.

Send completed forms to:

Closing Date: 20th May 2025

Interview Date: 29th May 2025

Help make a difference to the lives of women across Lancashire.