Provide targeted, short‑term financial support to individuals and families experiencing financial stress or vulnerability.
Responsibilities
Provide individual financial capability casework to people and families experiencing financial stress.
Complete person‑centred and trauma‑informed assessments to understand financial needs and any complex or intersecting challenges.
Help clients understand their financial position by developing money plans, reviewing income and expenditure and identifying opportunities to improve money management.
Develop and review client‑led case plans, supporting people to set practical goals and build financial knowledge, skills and confidence.
Provide strengths‑based financial coaching that encourages positive behaviour change, problem‑solving and long‑term financial resilience.
