Financial Wellbeing Coach

Financial Wellbeing Coach

Part-Time

Home-based

The Financial Wellbeing Coach is a new post that will play a key role in strengthening the financial resilience of nursing and midwifery professionals. Working directly with individuals, the post holder will help Nurses, Midwives, Nursing Associates, Healthcare Assistants and Maternity Support Workers to build financial literacy, develop budgeting skills, set realistic financial goals, and improve money management. The role combines one-to-one coaching with group workshops and digital support, helping people to gain confidence in managing day-to-day finances and planning for their future. The post holder will work collaboratively with the Head of Services and Impact and the wider Cavell team to ensure our financial wellbeing support is impactful, accessible and evidence based.

This is a 2-year fixed term post, 15 – 18 hours per week. It can be home based or hybrid, although we would expect visits to our Redditch office at least once a month.

Main Responsibilities

Financial Coaching and Support:

• Deliver one-to-one financial wellbeing coaching to eligible beneficiaries.
• Support individuals to improve financial literacy, budgeting and goal setting.
• Help beneficiaries to develop practical money management strategies.
• Provide non-judgmental advice, education and encouragement to build financial confidence.
• Work with individuals experiencing financial hardship, vulnerability or stress with sensitivity and professionalism.

Workshops and Resources:

• Design and deliver group workshops / webinars on financial wellbeing topics.
• Contribute to the development of tools, guides and digital content to support financial education.
• Tailor materials to the needs of Nurses, Midwives and healthcare support staff across different career stages.

Service Delivery and Impact:

• Maintain accurate records of coaching sessions and outcomes using Salesforce.
• Contribute to monitoring, evaluation and reporting to demonstrate impact.
• Work closely with the Head of Services and Impact to refine the service based on insight and data.
• Ensure all support is delivered in line with Cavell policies, safeguarding procedures and best practice.

Partnership and Collaboration:

• Signpost individuals to specialist external services where appropriate (e.g. debt advice, benefits advice).
• Build positive working relationships with internal colleagues and external partners.
• Represent Cavell in relevant forums, networks or events as required.

Person Specification

Essential Skills and Experience:

• Experience of providing financial wellbeing, money guidance, coaching or advice.
• Strong knowledge of personal finance topics (budgeting, debt, savings, benefits, cost-of-living management).
• Excellent communication and interpersonal skills.
• Ability to engage empathetically with individuals facing financial difficulty.
• Experience of delivering one-to-one support.
• Strong organisational skills with ability to manage workload independently on a part-time basis.
• Ability to maintain confidentiality and professional boundaries.
• Comfortable using digital tools and platforms for remote delivery and record- keeping.

Desirable Skills and Experience:

• Relevant qualification in financial coaching, advice, money guidance or similar.
• Experience working within a charity, health, or social care setting.
• Understanding of the challenges faced by Nurses, Midwives and Healthcare Support Workers.
• Experience in monitoring and evaluating service outcomes.
• Experience of using Salesforce (CRM).

Personal Attributes:

• Empathetic, patient and non-judgmental.
• Commitment to equality, diversity and inclusion.
• Motivated by making a positive social impact.
• Collaborative and team oriented.
• Strong ethical values and integrity.

Benefits:

• A flexible, supportive working culture.
• 30 days of annual leave (including bank holidays).
• Up to an 8% employer pension contribution.
• Access to an employer assistance program.
• Enhanced sick pay (after probation).
• Enhanced family leave policies.

More details are available on the attached job description.

Please click on the 'Apply' button to download the full job pack.

Submit your CV of no more than two pages and maximum two page covering letter outlining your suitability for the role by 9am on Friday, 15th of May.