FINANCIAL INCLUSION DEVELOPMENT WORKER
Financial Inclusion Development Worker
Context of role: DCU/MoneySmart Project, Darlington
Role purpose: To support the work of the project in delivering financial coaching to the financially excluded to plan, budget and manage their finances. Educational resource in support of schools/colleges in respect of financial management skills
Key work areas and tasks:
Plan and provide financial capability activities
- Work with individuals and partner agencies to identify learner financial capability needs
- Raise awareness of the MoneySmart project with individuals and partner agencies
- Assist in devising effective learning activities and training materials or adapting existing materials to support the activities
- Facilitate and support the delivery of financial coaching activities both on a one-to-one basis and small groups
- Assist in the delivery of larger events with partner agencies
- Ensure learning activities are well organised (venue, equipment, refreshments, materials)
- Ensure that a robust feedback system is in place to provide an honest assessment of the activity and identifying potential areas for improvement
- Attend and contribute to project steering group meetings as required
- Monitor progress against the project plan on an on-going basis and provide reports on agreed objectives to the project steering group
- Collect, collate and present project monitoring and evaluation data
- Identify and implement plans for own training and development
- Keep up to date with money topics, available training materials and other sources
- Allow for honest assessment of the effectiveness of learning activities delivered and review training requirements in response
- Prepare for and attend supervision sessions/team meetings/staff meetings as appropriate
Other duties and responsibilities:
- Work closely with referring agencies and other interested parties to make relevant referrals to their provision.
- Establish and maintain effective and efficient administration systems for the delivery of the project
- Use IT for statistical recording, record keeping and document production
- Participate fully in the Credit Union, attending meetings, internal planning events and strategy events
- Abide by health and safety guidelines and share responsibility for own safety and that of colleagues and uphold the aims and principles of the Credit Union and in particular its equal opportunities policies.
- Carry out any other appropriate tasks requested by the Credit Union Co-ordinator to ensure the effective delivery and development of the service
- Work within organisational guidelines in relation to confidentiality and data protection.
- The successful candidate will be required to undergo a Disclosure and Barring Service (DBS) check before being confirmed in the post.
- Full role and responsibilities description available