Financial Services - Money Adviser

Money Adviser

My client is an independent and confidential service for individuals facing financial difficulties or debt operating in over 60 offices nationwide, staffed by experienced money advisers. These advisers assist clients in managing various personal debts, including mortgages, personal loans, credit card debt, and debts to legal moneylenders. Their services encompass creating tailored budget plans, negotiating with creditors, and providing ongoing support to help clients regain financial stability. They also offer money management education and collaborates with local communities to promote financial literacy.

What They’re Looking For: Money Adviser

Reports to: Service Delivery Manager

Key Responsibilities:

·      To support the Money Advice Co-ordinator/Service Delivery Manager in the development, implementation and co-ordination of policy, best practice and procedures within the context of the aims and objectives of the company.

·      To provide advice, support and advocacy in relation to money management and consumer debt.

·      To advise, on a one-to-one basis, clients who are in debt, or in danger of getting into debt.

·      To negotiate with creditors on behalf of clients, where necessary.

·      To maintain complete and accurate records.

·      To keep up to date with legislation, policy and practice and to attend training courses, seminars and meetings as may be directed by the company Director.

·      To support the Manager with the preparation of reports, submissions and social policy work.

·      To support the Manager in the planning and implementation of a Community Education / Debt Prevention Programme.

·      To support the building and maintaining of effective working relationships with other agencies and organisations for the benefit of company clientele.

·      To participate in the development and delivery of strategies to promote the service through the use of local media, literature, exhibitions and other appropriate channels.

·      To perform other ad hoc duties, including regional responsibilities, as may be required from time to time.

Minimum Educational Qualifications and Work Experience:

·      Hold a recognised third level qualification at a minimum of Level 7 on the National Framework of Qualifications preferably in the area of Finance, Law, Social Science or Community Development.

·      3 years relevant work experience in one or more of the following areas; consumer debt, money management, finance or advocacy.

Essential Knowledge, Skills and Experience:

·      Knowledge and understanding of the causes and effects of debt, and the money advice process, particularly to the disadvantaged and vulnerable in society.

·      An understanding of money management, consumer debt and financial services.

·      Demonstrated strong communication skills, both verbal and written.

·      A strong awareness of quality customer service.

·      Excellent interpersonal understanding.

·      Experience of working in an advice / advocacy role with a diversity of individuals and groups, and particularly with people experiencing difficulty in coping with their situation.

·      Proven ability to represent and negotiate on a client’s behalf.

·      Ability to work effectively both on own initiative and as a member of a small team.

·      Excellent organisational, administrative and IT skills.

If you are interested in discussing this role, please reach out to Ciara at [email protected]

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