Job Title: Money Buddy
Responsible to: Money Buddy Supervisor
Salary: SCP 12 £ 26,555
Annual leave: 29 days per year and 8 Public/Bank holidays pro-rata,
3 fixed closed holidays
Hours: 32.5 hrs per week (Monday – Friday between 9am – 4pm)
Exciting opportunities have arisen to join the existing Burmantofts Community Project Team based at the Money Advice Centre in Burmantofts in Leeds.
Purpose of the role
As a Money Buddy, you will play a key role in helping clients maximise their income, including identifying potential welfare benefit entitlements. You’ll provide tailored support through BCP’s financial capability services, helping individuals improve their money management and energy efficiency. You’ll also support the induction of new Money Buddies through on-the-job training, and work collaboratively to ensure the service runs smoothly and continues to meet high standards.
Duties of the Money Buddy:
· Deliver client focussed Money Buddy services direct to clients at various outreach sites, as well as remotely via referral and telephone/digital access.
· Assisting clients with financial capability guidance, such as budgeting, cost cutting, energy efficiency guidance and utility switching.
· Use appropriate resources to identify welfare benefit entitlement.
· Support clients with completing Grant/Trust applications and relevant forms (form filling).
· Referring and sign posting clients to other sources of support for areas outside of the Money Buddy remit of financial capability and guidance.
· Liaising with third party stakeholders and funders to promote the Money Buddy Service and ensure that they understand the work we do and the positive impacts it has on their service users.
· Assist in providing technical support to new Money Buddies during their inductions.
· Encourage good teamwork and lines of communication between all members of staff
· Keep up to date with legislation, policies and procedures and attend appropriate training as identified in your Personal Development Plan
· Attend relevant internal and external meetings as agreed with the Money Buddy Team Leader
· Assist in initiatives to improve the services of BCP, especially around the development of the Money Buddy service.
· Contribute to the funders reporting requirements as and when required including providing case studies.
· Use our case management system (AdvicePro) and other IT for statistical recording, record keeping and document production, taking direct responsibility for reporting of the success of the money buddy session delivered.
· Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the service.
· Uphold the aims and principles of BCP’s Service and its equal opportunities policies.
· Abide by health and safety guidelines and share responsibility for own safety and that of colleagues.
· Maintain close liaison with relevant external agencies where Money Buddy services are delivered, and represent the service as appropriate.
Workplace Pension
o 5% employer contribution, 5% staff contribution
Generous Holiday entitlement
o 29 days per year plus 8 bank holidays (pro rata for part time roles)
Ongoing training and development opportunities
At Burmantofts Community Projects, we believe that investing in our people is key to delivering meaningful impact in the community. All new and existing staff benefit from ongoing training and development opportunities designed to:
o Equip staff with the skills and knowledge needed to perform their roles effectively and confidently.
o Support career progression, demonstrating our commitment to personal and professional growth.
o Foster a collaborative and innovative culture, where continuous learning is encouraged.
o Enhance staff engagement and retention, ensuring team members feel valued and supported.
o Maintain high standards of service delivery, keeping staff up to date with sector best practices, legal requirements, and emerging technologies.
This approach not only strengthens our team but also reinforces our reputation as a trusted and forward-thinking organisation.
Regular personal and wellbeing supervision and annual appraisal
As part of our commitment to staff wellbeing and development, all staff take part in regular 1:1 supervision and an annual appraisal.
These sessions provide a safe and supportive space to reflect on practice, receive guidance, and ensure the role is being carried out in line with its responsibilities.
For new starters, they are especially valuable in helping to build confidence, clarify expectations, and identify any early training or support needs to aid a smooth transition into the role.
Employee Assistance Programme
An EAP is a confidential employee benefit designed to help you deal with personal and professional problems that could be affecting your home life, your work life, health and general wellbeing.
Some benefits of our EAP
· Unlimited access to counselling for emotional problems s.
· Legal information
· Bereavement support:
· Medical information
· CBT online
· Wellbeing Portal
· Health e-Hub Mobile App
Job Types: Full-time, Permanent
Pay: £26,555.00 per year
Work Location: In person
