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Money matters advisor

Norwich
I4 Jobs
Will advisor
Posted: 9h ago
Offer description

Description

Money Matters Advisor

Location: Norwich

Hours: 20 per week (subject to Four Day Week scheme after probation)

Contract: Fixed Term until 30th September 2027 (subject to funding)

Salary: £14,054 (FTE £26,000)

Leave: 23 days p.a. (pro rata) + bank holidays

Application Deadline: Tuesday 24th March 2026

Extended Deadline, Previous applicants need not apply

Interview Date: Tuesday 31st March 2026

Reports to: Money Matters Coordinator

About the Role

As a Money Matters Advisor within the Future Support service, you’ll provide personalised financial support to individuals facing financial difficulties in Norwich. You’ll manage a full caseload, conduct financial assessments, develop tailored action plans, and deliver compassionate, outcome-focused guidance on budgeting, debt management, and accessing welfare benefits. This role is part of the Money Matters: Future Resilience project, which combines early intervention support with incentivised debt reduction strategies to build long-term financial resilience.

Key Responsibilities

1. Provide one-to-one financial support and guidance to clients at risk of financial crisis
2. Manage a full caseload, conducting thorough financial assessments and developing tailored action plans
3. Support clients with budgeting, debt reduction strategies, and accessing welfare benefits and services
4. Monitor and review client progress, adjusting plans as needed to reflect changing circumstances
5. Support the match-funding programme, helping clients reach debt reduction milestones
6. Engage with the community through outreach activities and contribute to radio shows and podcasts
7. Maintain accurate case notes, financial records, and reporting for compliance and evaluation
8. Ensure safeguarding, data protection, and health & safety compliance

About You

You have substantial experience providing personalised financial support and guidance to individuals facing financial difficulties. You understand financial management, budgeting, debt reduction strategies, and the barriers disadvantaged individuals face. You’re skilled at managing a diverse caseload, conducting one-on-one sessions, and developing tailored financial action plans. You can navigate complex financial situations with empathy and clarity, building strong, trusting relationships that empower clients to take control of their financial futures. You’re proactive, resourceful, resilient, and a strong advocate for those you support.

About Future Projects

We are a Norwich-based charity helping people transform their lives through education, health & wellbeing, skills, and employment services. Our work focuses on supporting those facing social exclusion and poverty through tailored, community-based services.

We are a Real Living Wage, Disability Confident, and Four Day Week Gold Standard employer. Our staff work the 100:80:100 model of the 4-day working week, meaning they deliver 100% of their output in 80% of their contracted hours while receiving 100% pay. The role holder will be eligible to opt into this scheme following successful completion of probation and a six-month review.

Additional Information

9. No line management responsibilities
10. DBS check and right to work in the UK required
11. Evening/weekend work may be required occasionally
12. Induction and safeguarding training provided
13. We are a Living Wage, Disability Confident, and Equal Opportunities employer
14. Four Day Working Week

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