Purpose of the Job

Fair Money Advice provides client focused and impact driven services. The ability to provide first class advisory and casework services that impact individuals, and the communities they live in, is fundamental to the way in which Fair Money Advice provides transparent and evidence-based services.

 

FMA is looking for a proven self-starter to support our specialist casework and advisory team. You’ll provide comprehensive casework support to a busy team, working in a fast paced but rewarding environment

JOB DESCRIPTION

 

Job Title                                              Senior Adviser /Supervisor  

Salary                                                 £35,000

Annual Leave                                     25 days paid holiday and 3% contribution to pension

Hours of work                                     37.5

Contract                                             12 months fixed term – extension subject to funding   

Location                                              Hybrid/ Outreach locations across London

 

Training and development

Fair Money Advice will provide internal and external training as appropriate. Continued professional development is fundamental to the values of Fair Money Advice in building capacity amongst its team members.

Main Duties and Responsibilities

Personal debt and its consequences have an enormous effect on individuals and families alike. Fair Money Advice works with partners to provide budgeting advice and support to try and alleviate these difficulties, working with service users to prepare detailed financial statements and explore ways of maximising income and reducing outgoings. Advisers from FMA negotiate with creditors directly on behalf of clients; set up manageable and sustainable repayment arrangements and provide full casework services.

The role of the Senior Adviser/Supervisor is a core and important post in FMA. The post holder will lead on ensuring the quality standards and accuracy of the advice FMA provides is of the highest standard and in accordance with FCA and other regulatory requirements. The Senior Adviser/ Supervisor is primarily responsible for overseeing the casework of all advisers of FMA including The Senior Adviser/Supervisor will also work closely with the Services Manager to meet funding and contractual targets, maintain quality standards, maintain training and development targets for advisers.

The post holder will also act as deputy to the Services Manager in their absence.

Reporting

The post holder will report directly to the Services Manager of Fair Money Advice

Job Purpose

1. To provide and ensure advice to our clients is accurate, effective, and tailored to individuals’ circumstances
2. To provide excellent /supervision to debt advisors, trainee debt advisors, support staff

Tasks & Responsibilities:

Ensuring advice provided to our clients is accurate, effective, and tailored to individuals’ circumstances

 This includes:

1. Maintaining a small caseload of specialist and complex cases for the organisation
2. Conducting debt-advice interview observations
3. Undertaking set number of debt advice file reviews per adviser
4. Identifying advisers’ soft skill and technical training needs and ensuring these are undertaking in timely manner
5. Providing constructive feedback and support to advisers
6. Providing real-time support to advisers, which will include but is not limited to, providing guidance in complex matters and provide advisers with sources of information

Maintain/update FMA processes, procedures and cases, ensuring that they are ready for internal and external audits/reviews in line with quality standards and all grant agreements.  This includes:

1. Ensuring they are kept up to date with the requirements for external assessments
2. Supporting/guiding advisers with the preparation and review of files and documentation ahead of an external assessment
3. Supporting advisers with the implementation of any remedial actions following an external review and support advisors to identify suitable training to improve areas highlighted
4. Working collaboratively to share good practice in performance and quality improvement and to progress key priority areas of work
5. Escalating risks promptly and appropriately, and contributing to wider monitoring and reporting requirements

Provide excellent supervision to FMA team of advisers at all levels, including support staff, ensuring the following:

1. Ensuring they are aware of both their individual and team KPIs and supporting them to achieve them
2. Ensuring they have good awareness and understanding of quality and service delivery requirements
3. Identifying and providing training opportunities
4. Support Services Manager with external audits
5. Providing reports on productivity and other performance indicators to FMA leadership

Contribute to team

1. Work to an agreed work-plan, meeting targets and milestones
2. Prioritise and manage your own workload
3. Be an active member of the team, identifying opportunities for your own development
4. Compliance with FMA policies and procedures, including health and safety
5. Ensure that all services comply with equal opportunities and other relevant policies and quality standards and good practice

Development at Fair Money Advice

1. Product Development – Work closely with the Services Manager to develop and promote new services such as the Financial Capability workshops and telephone advice to ensure regular attendance and profile. Assist in identifying new areas for new services such as training, generic financial advice, and other opportunities for FMA
2. Networking - promoting the FMA image across all local and relevant networks and through FF products.
3. Investigation & Research – working closely with the SM in researching and compiling reports about new and existing demand for debt advice and debt prevention services. Research and reports will be used to strengthen the FMA business case for expansion as well as strengthening business and service delivery planning

Management of Fair Money Advice

1. The post holder will be a senior member of the team at Fair Money Advice. S/he and may be required to occasionally represent Fair Money Advice during seminars and conferences at local, regional, national, and European levels.

Other

1. Undertake additional tasks as defined by MD of FMA and senior management team

PERSON SPECIFICATIONS

Qualification

Desirable          Educated to degree standard or equivalent

Desirable          Hold a valid Certificate in Money Advice Practice (CertMAP)

Essential           Hold a valid Money Advice Service Level 3 accredited qualification in debt advice

Skills

Essential           Understanding of the barriers faced by financially excluded communities

Essential           Good communications skills – including written and personal presentation skills

Essential           High standard of numeracy, software and case management systems

Essential           Ability to understand and analyse complex financial and other numerical information

Essential           Knowledge and experience of case management and supervisory procedures

Essential           Working in a small team and autonomously, experience of supervising advisers

 

Experience

Essential        Three years’ full time or equivalent part-time experience of delivering debt advice

Essential         Experience monitoring planned activities, conducting mid-term and final evaluation       

Essential         Ability to work under pressure on several competing tasks and meet deadlines

Essential         Proven ability to support change management using solution-based approaches        

Essential         Understanding of and commitment to FMA values and equal opportunities policies

Essential         Working successfully in a complex political environment and on sensitive issues

Essential         Experience of monitoring, managing and the evaluation of projects and performance

Essential         Strong communications skills with experience in cross-cultural settings

Essential         Experience of delivering workshops, facilitating group sessions

Essential         Commitment to working flexibly across all FMA services (evenings and weekends)                 

Desirable        Experience of supervising a team of advisers and a full caseload agency