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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.

Volunteer and community involvement is a core part of what we do here at Sands. From Sands United Teams, Support Groups, knitters, Parent Speakers and event volunteer, volunteers are at the heart of Sands delivering peer support, and building a local community for bereaved parents.

Sands Groups are volunteer led, and community driven.  

Sands has a vision to grow community-based peer support, community activity and volunteer involvement across the organisation. This requires an investment in enabling, innovation in peer support and volunteer involvement and partnership working.At the heart of this is our Befrienders.

Befrienders are in every Group across the UK and enable online support groups too.

This post is all about developing, delivering and managing our fantastic volunteer befriender programme across Sands. Ensuring that Sands befrienders are enabled to provide warm, supportive, evidence-based and values-driven peer support to bereaved families across the UK.

This maternity cover post will have two key focus areas

- Maintaining key components of the befriender programme, including regular communications and meeting with Befrienders, driving recruitment opportunities, supporting innovation in Befriending and troubleshooting in partnership with volunteers.

- Deliver a fixed timeline project focused on developing the Befriender programme.

Responsibilities

Best practice in peer support and befriender programmes

• Manage the direction and growth of the Befriender programme
• Work with the Development Leads and Community Development Officers to create plans for regions to support existing Befrienders and grow the peer support offer across the UK

· To engage, inspire and support existing Sands befrienders, providing a positive volunteer experience from recruitment to saying goodbye

• Be the point of contact for Befriender safeguarding issues. Be proactive in addressing and be an escalation point for challenges, risks and safeguarding issues.

• Practice and support excellent standards in all aspects of inclusion and diversity, particularly in reaching marginalised groups in recruitment and enabling volunteers to provide inclusive support spaces. 
• Lead on development of processes, guidance and resources, ensuring good governance and risk management of the Befriender Programme
• Work with the Volunteering Coordinator to ensure delivery of key processes, process development and improvement to enhance the volunteer experience. 

· To identify learning and development opportunities for befrienders and create a culture of continued learning for all Befrienders

Develop and innovate

• Be an opportunity spotter, picking up innovation opportunities to grow and develop the Befriender programme, alongside relevant Sands’ staff teams. 

• Manage short- and long-term projects and where appropriate join cross organisational working groups to represent the Community and Volunteering Team. Including projects that may have budgets.

• Advocate the voices and needs of Befrienders, bringing in knowledge and feedback to enable good decision making and volunteer participation in new ways of working

• Through supporting approaches to recruitment and partnerships, ensure that individuals with a wide range of bereavement experiences are at the heart of Sands’ volunteering 

· Build a data driven understanding of gaps in service and representation, and make promotion and recruitment decisions to support growth for under-represented towns/regions/groups

· Support continuous improvement and accurate delivery of processes in the welcome journey for new befrienders, including in recruitment, on-boarding and off-boarding processes in partnership with the Volunteer Coordinator

· Use the CRM to record accurate information and help make data informed decisions

Internal and external partnerships 

• Work with the Bereavement Support Services Team (BSS) to ensure collaboration across the Befriender programme and national BSS support groups and ensure the Befriender programme continues to be rooted in trauma-informed practice.
• Work with the Training Team to ensure that training and learning experiences for Befrienders are up to date, relevant and accessible.

• Work with the Philanthropy and Partnerships team and the Head of Community and Volunteering to maximise compelling cases for support, storytelling and funding opportunities at a national and local level.

· Work with the Engagement Team to ensure Sands befriending is represented in an engaging and positive way across Sands social media and the media

Regional Development Officer (RDO) - Midlands 

Location: Midlands (home-based with travel and use of hot desk office in Midlands) 
Salary: £35,100 FTE (£18/hour £21,060) 
Contract: 2-year fixed term (22.5 hours/week) 
Reports to: National Fundraising & Development Manager 

This is not an administrative role. It is comparable to: 

• Regional Development Officer (charity sector)

• Community Development Officer

• Partnerships / Outreach Officer

• Network Growth or Membership Development roles

The role combines business development, community engagement, and programme delivery, with clear responsibility for growing Phab’s national footprint and reputation. 

Why this role matters  

This is a rare opportunity to build something meaningful from the ground up. 

You’ll be the person who brings Phab to new communities—connecting disabled and non-disabled people, creating life-changing social opportunities, and building a network of clubs that transform lives. 

We’re looking for someone who thrives on meeting people, spotting opportunities, and making things happen—someone who can walk into a room, inspire others, and leave with new partners, volunteers, and future club leaders excited to get involved. 

If you’re energised by purpose and disability-inclusion, love being out in the community, and want to play a key role in growing a national charity’s reach—this role is for you. 

Role Purpose  

To grow and strengthen the Phab network by: 

• Launching new Phab Clubs in underserved areas in the Midlands 

• Supporting and energising existing clubs

• Building strong regional relationships that drive participation, partnerships, and sustainability

A critical part of this role is identifying and supporting outstanding Club Leaders—the individuals who make clubs thrive. 

What success looks like (2-year targets) 

Year 1: Establish & Build Momentum 

• Launch 3–5 new Phab Clubs in priority areas

• Identify and develop a pipeline of future club leaders and volunteers

• Build relationships with local authorities, schools, disability organisations, and community groups

• Visit and engage with existing clubs in the region to strengthen relationships and identify growth opportunities

• Generate local funding or in-kind support for new and existing clubs

• Represent Phab at key regional events and networks

Year 2: Grow & Sustain 

• Support Year 1 clubs to become fully sustainable and independently run

• Launch an additional 3–5 new clubs or affiliate groups

• Increase membership and engagement across existing clubs

• Develop regional partnerships that provide ongoing referral pathways (e.g. professionals, services, schools)

• Contribute to income generation (grants, partnerships, training opportunities)

• Establish a strong regional identity and presence for Phab

Key Responsibilities  

1. Network Growth & Club Development 

• Identify areas of need and actively develop new Phab Clubs

• Recruit, mentor, and support Club Leaders and volunteer teams

• Set up clubs alongside the club leaders (venue, structure, governance, initial membership)

• Build relationships with professionals (e.g. SEND services, social workers, educators) who can refer members

• Reconnect with former Phab participants and supporters to re-engage them

2. Supporting Existing Clubs  

• Regularly visit and engage with existing clubs

• Identify challenges and opportunities, offering practical support

• Encourage growth in membership, activity quality, and sustainability

• Share best practice and connect clubs to wider opportunities (training, funding, events)

3. Community Engagement & Partnerships 

• Act as a visible, energetic ambassador for Phab

• Attend networking events and build strong regional relationships

• Develop partnerships with community organisations, corporates, and funders

• Promote Phab’s wider offer (Phab ACTS training, Phab Adventures, events)

4. Income & Sustainability 

• Identify and secure local funding opportunities

• Support clubs to access grants and sponsorship

• Contribute to Phab’s broader income generation strategy

5. Internal Collaboration & Delivery 

• Work closely with Marketing, Fundraising & Development, and Charity Support teams

• Use CRM (Beacon) to track engagement, contacts, and progress

• Contribute to planning and delivery of regional and national initiatives

Experience & Background  

We are looking for someone who has done this kind of work before, not just worked “in charity or business”. 

Essential experience: 

• Experience in community development, outreach, or network growth

• Proven track record of starting or growing initiatives, projects, or groups

• Experience building partnerships and engaging external stakeholders

• Experience recruiting, supporting, or managing volunteers or community leaders

• Experience working in or alongside disability, inclusion, or community services

• Knowledge of UK charity landscape and safeguarding/good practice

Desirable: 

• Experience setting up or running community groups, clubs, or programmes

Experience securing local funding or sponsorship

Equal Opportunities, Equity, Diversity & Inclusion

Phab is committed to creating an inclusive organisation where disabled and non-disabled people can thrive together as equals. We actively welcome applications from people of all backgrounds, lived experiences and identities, particularly disabled people and those who are underrepresented within the charity sector.

We believe diversity strengthens our organisation and helps us better support the communities we work alongside. Recruitment decisions are made based on skills, experience, values and potential, and we are committed to ensuring a fair and accessible recruitment process for all applicants. 

Reasonable adjustments will be offered throughout the recruitment process and during employment. If you require any adjustments to support your application or interview, please let us know. 

As a Regional Development Officer, you will play an important role in promoting inclusion, accessibility and equality across our network of clubs, projects and partnerships. 

Safeguarding Statement 

Phab is committed to safeguarding and promoting the welfare of children, young people and adults at risk. We expect all staff, volunteers and partners to share this commitment and to uphold a culture of safety, dignity and respect. 

The successful candidate will be required to work in line with Phab’s safeguarding policies and procedures and may be subject to an enhanced DBS check, depending on the nature of the role and responsibilities. 

We are looking for someone who shares our values of inclusion, respect, integrity and participation, and who is committed to helping create safe and welcoming environments for everyone involved in Phab activities.

About The Role
Behind every research breakthrough, there is a process that makes it possible.
A conversation that helps shape an idea. A fair and thoughtful review. A decision that backs the right work at the right time.
As a Research Grants Officer, you will be part of that process.
You will help run a research funding programme that is not only efficient, but fair, inclusive and supportive. Working closely with the Research Grants Manager and colleagues across the Research and Influencing directorate, you will manage funding rounds and support a portfolio of active research projects.
You will be there from the very first question a researcher asks, through to the moment funding decisions are made, and beyond. Along the way, you will help create a positive experience for everyone involved, from early career researchers to leading experts, and the volunteers who bring lived experience into the process.
It is detailed work. But it is work that makes a real difference.
What you will do
You will be at the centre of the grants process, helping to keep things running smoothly and making sure people feel supported at every step. No two days will look exactly the same, but your focus will always be the same, helping great research happen.
In this role, you will:

- Manage grant applications from start to finish, making sure each stage runs smoothly and on time
- Be a friendly and reliable point of contact for applicants, answering questions and helping them submit strong proposals
- Coordinate peer review and lay review, bringing together expert insight and lived experience to inform funding decisions
- Prepare papers for funding panels, attend meetings and capture clear, accurate notes of what is discussed and agreed
- Share outcomes with applicants in a clear, respectful and timely way
- Support the management of funded projects, helping track progress and making sure reporting is up to date
- Build relationships with researchers, clinicians and volunteers, helping them feel valued and encouraging them to stay involved

Alongside this, you will look for ways to improve how we work. That might mean updating guidance for applicants, spotting trends in our data, or helping to shape a process that is simpler, fairer and more accessible.
You will also be part of the wider team, supporting events, responding to enquiries and stepping in to help colleagues when it matters.
About you

- You have experience in, or a strong interest in, science, health or policy, and are curious about dementia research and the difference it can make
- You build positive relationships with a wide range of people, including senior researchers, and enjoy working with others
- You communicate clearly and confidently, whether you are writing, speaking or explaining something complex in a simple way
- You are organised and reliable, with strong attention to detail and the ability to manage your time well
- You take initiative and are comfortable working independently, while knowing when to ask for input or support
- You work well as part of a team and are willing to step in and help when deadlines approach
- You care about inclusion and want to make sure the way you work is open, respectful and accessible to others

We know that people do not always apply for roles unless they meet every requirement. If this role interests you but you are not sure you tick every box, we would still encourage you to apply.
This position is offered on a fixed-term contract/secondment basis until June 2027.
Interviews for this role are provisionally scheduled to take place during the week commencing 1st June 2026.

About Alzheimer's Society
Dementia is the UK's biggest killer. One in three people born in the UK today will develop dementia in their lifetime.

At Alzheimer's Society, we're the UK's leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.

Together with our supporters, we're working towards a world where dementia no longer devastates lives.

Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.

Our commitment to Equity, Diversity, Inclusion & Belonging

We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.  

We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society. 

Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people. 

Our hiring process

During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply.  Please also contact Alzheimer's Society Talent Acquisition Team via [email protected] for application support or any adjustments you might need.

To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.

We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.

We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website.

Giving back to you

Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society. 

You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.

Lloyds Bank Foundation 

Head of Programme Design and Organisational Development 

Starting Salary: £66,438 (if London-based); £61,872 (if not London-based) 

Contract: Full-time, permanent contract (we are open to conversations about flexibility - so please ask) 

Location: Remote role - can be based anywhere in England or Wales with an expectation of frequent travel across England and Wales 

About Lloyds Bank Foundation 

Lloyds Bank Foundation for England and Wales is an independent charitable foundation, backed by Lloyds Banking Group and the people within it. We want everyone to be in a good place - personally, in a home that’s a good place to live, and in a community that’s a good place to belong. 

We play our role by connecting and catalysing community-led change, providing the money, time, tools and connections that build organisations’ capacity and capability, to make people’s lives better and their communities stronger. 

We back people and communities across England and Wales, to make that happen, because when you back brilliant people, brilliant things happen. Our communities are full of ambitious, energetic and determined people stepping up to make their neighbours’ lives better and their communities grow stronger. Day in, day out. 

About the Role 

This is a leadership opportunity to shape how the Foundation designs, delivers and strengthens its programmes across England and Wales. 

As Head of Programme Design and Organisational Development, you will lead the Foundation’s approach to programme design, organisational development and volunteering, ensuring everything we do is high quality, evidence-informed and grounded in lived experience. 

You will set the standards, frameworks and tools that underpin programme design across the organisation, working closely with Programme Leads to design new programmes and strengthen existing ones. You will also lead our organisational development offer, ensuring charities and partners are supported to become stronger, more resilient and better connected. 

Alongside this, you will shape how volunteering contributes to our work, embedding it across programmes and ensuring it supports both community capacity and connection. 

You will work across teams and directorates to ensure programme design, organisational development and volunteering are fully aligned and working together to deliver meaningful community-led change. 

About You 

We’re looking for an experienced and credible leader with a strong background in programme or service design, ideally in complex or multi-partner environments. 

You will bring a deep understanding of how organisational development builds capacity and resilience, alongside experience of using evidence and insight to improve programmes and outcomes. 

You will be confident developing frameworks, standards and approaches that ensure quality and consistency, while also enabling innovation and learning. 

You will be a collaborative and relational leader, with strong partnership skills and the ability to work across internal teams and external organisations. A commitment to diversity, equity, inclusion and belonging is essential. 

How to Apply 

Please click ‘Apply’ to be redirected to our website, where you can download the Candidate Information Pack and find details of how to apply. 

For an informal conversation about the role and application process, please contact our recruitment partner, Atkinson HR via the information in the candidate pack.

Our Commitment to Diversity, Equity and Inclusion 

We hold Disability Confident Employer status (Level 2) and are working towards full status by 2027. This means that if you're a disabled applicant and your CV and application answers clearly demonstrate that you meet the essential criteria for the role, we will invite you to interview. 

More broadly, we are committed to building a diverse team that reflects the communities and people we work with. We believe that diversity of background, experience and perspective makes us stronger and helps us make better decisions. We actively welcome applications from people who are under-represented in the charity sector, including people from Black, Asian and minoritised ethnic communities, disabled people, and those with experience of the issues our funded charities work to address. 

Key Dates 

Closing Date: Thursday 28th May 2026 

Optional Q&A Session: Wednesday 6th May 2026 at 09:00-10:00 

First Interview: Tuesday 9th June 2026 

Second Interview: Thursday 18th June 2026