Money Management Advisor (North West)
Employer: Alternative Futures Group
Location: Homebased with access to a car
Salary: £34,188
Closing date: 05 Apr 2026
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About The Role
Job Purpose
To provide a comprehensive money management service for people we support who are unable to manage their own financial affairs.
To be part of a professional team that provides a person centred approach which enables people we support to manage their money as they choose. Ensuring at all times that financial risk is minimised through the operation of good financial management, procedures and systems.
To ensure Alternative Futures Group is compliant in its role of Corporate Appointee as stipulated by the Department for Works and Pensions.
Dimensions
Deliver a financial service to people we support within a locality
Key Accountabilities and Responsibilities
Notify DWP and complete all paperwork for people supported.
Cover all legal requirements of appointeeship as stated by DWP.
Manage appointee sub bank accounts for people supported within a locality.
Receive and manage all social security benefits and other income for people supported within a locality.
Reconcile sub bank accounts for people supported within a locality.
Provide visible access to bank statements when required.
Upload money onto individual pre-payment cards.
Monitor balances on pre-payment cards within a locality.
BACS / Cheque payment runs.
Set up and monitor direct debits / standing orders on sub accounts within a locality.
Jointly agree personal budget plans for people supported with operational staff.
Jointly authorise additional expenditure request for people supported.
Scan and upload benefit letters and responses onto operation management information system.
Finance audits as and when required.
Ensure knowledge regarding benefits and legislation is kept up to date.
Experience & Skills
Motivated to provide high quality advice to people supported
At least one year of experience in dealing with welfare and benefits legislation
Good organisational skills
Excellent command of the English language and the ability to produce quality written advice
Highly articulate with the ability to communicate effectively with the people we support; colleagues at all levels and other professionals
The ability to develop and maintain good working relationships at all levels
Analytical and problem solving skills and the ability to deal with a range of people and financial issues.
Knowledge, Values & Attitudes
Up to date knowledge of all welfare benefits and legislation
Knowledge of Windows based applications
Knowledge of Advanced Excel
Knowledge of computer based systems
Qualifications & Training
GCSE or A Level education, literacy & numeracy skills
Car Owner/Driver
With our extended flexible working options, you can also choose to work a 9-day fortnight or a 4.5-day week, supporting our employees with their work life balance.
This role is Band I as per our structure.
About Us
We’re Alternative Futures Group, a health and social care charity providing specialist support for people with a learning disability or mental health condition.
We’re proud to have been positively changing lives and enabling people to achieve amazing outcomes for over 30 years.
We have a vision to create a world where amazing people do amazing things every day. Our skilled and experienced teams work with every person we support to create a personalised, outcome-focused plans to achieve their aspirations.
As a ‘values based’ employer, the people that work for us genuinely care about the people they support, and we are seeking likeminded people to join our team. If you are passionate about working in Health and Social Care and have a real desire to make a positive difference to the lives of the people we support then we would love to hear from you.
At AFG we also recognise the contribution and value that our staff make. We would not be able to provide the life changing support that we do without people like you!
In return for your contribution we will support you throughout your career and we provide a wide range of employee benefits, career development and lifestyle support services to ensure that you too feel supported, fulfilled and valued from day one of your employment with us.
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