Money Advice Scotland is Scotland’s money charity. Our mission is to be the driving force towards financial wellbeing for the people of Scotland.

We believe we will achieve this by supporting the money advice workforce, empowering citizens to get help and support, and advocating for fairer policy.

About the role

Over the past four years, the Workforce Wellbeing Project (formerly the Adviser Wellbeing Project) has given us the unique opportunity to document the experiences of staff within the free money advice sector and support their wellbeing through research, training, and community building.

The Workforce Wellbeing Officer (WWO) will be a creative and passionate communicator who can incite engagement and discussion on wellbeing topics in an inclusive way; acknowledging the sensitivity of wellbeing topics and the need to break down barriers – personal and organisational – which affect how wellbeing is addressed and supported in the workplace.

About Money Advice Scotland

The times we live through are frequently described as unprecedented.

A century pandemic and the cost of living crisis has magnified and entrenched inequality.

But it has also shown that change can happen rapidly and can make a real difference.

We need change. We need new ideas when old solutions cannot solve new problems.

Our plan sets out our approach towards securing a new different at a time when our purpose is more essential than ever.

Money Advice Scotland is Scotland’s money charity. Our mission is to be the driving force towards financial wellbeing for the people of Scotland.

We believe we will achieve this by supporting the advice workforce, empowering citizens to get help and support, and advocating for fairer policy.

About the role

Our Financial Wellbeing Team works towards the strategic aim of improving financial health and wellbeing.

We do this by delivering evidence-based money guidance to a number of audiences, including schools, colleges, communities and workplaces.

We also deliver financial capability training to professionals, administer our e-learning modules and create a wide range of digital resources so that people can access financial information in a format that is most suited to their needs.

Job description and key responsibilities

• Support the financial education of young people by creating resources and delivering workshops to schools, colleges, universities and community groups, both online and in person.
• Create and deliver financial wellbeing sessions to the wider population including employees across Scotland.
• Develop and deliver open access online workshops on various personal finance related topics.
• Design and develop financial wellbeing resources using a variety of formats.
• Deliver financial capability training to professionals.
• Help to create a resource bank on our website.
• Work with the Financial Wellbeing Lead to plan activities in line with our strategic aim.
• Support the Financial Wellbeing team in developing and delivering a money guidance programme for adults with low numeracy skills in the Scottish Borders.
• Other relevant tasks as required.

PERSON SPECIFICATION

Qualifications and experience

Essential

• Degree or equivalent professional experience
• Experience of developing and delivering training and/or education
• Experience of supporting, building and strengthening relationships with partner organisations

Desirable

• Experience of financial inclusion and debt prevention
• Community engagement experience

Knowledge and understanding

Essential

• Ability to create high-quality, engaging content in a variety of formats
• Interest in financial wellbeing topics
• Willingness to learn about new subjects
• Ability and passion to work directly with people to create content and present complex information in a way that best fits their needs

Desirable

• Knowledge of the money advice sector
• Knowledge of creating video content and video editing skills

Communication and IT skills

Essential

• Excellent with Microsoft Office products
• Excellent written and verbal communication skills

Desirable

• Experience using online platforms such as Zoom

Evaluation and analysis

Essential

• Strong attention to detail
• Strong analytical skills

Desirable

• Knowledge of evaluation techniques, particularly capturing tangible outcomes

Autonomy and accountability

Essential

• Ability to work using own initiative
• A focused and motivated approach to achieving our strategic aim
• Organisational and time management skills, with the ability to work on a wide range of tasks, often working to a deadline
• Confidence and adaptability to work flexibly in a team as well as individually

Values and attitudes

Essential

• A commitment to our purpose
• A passion for tackling inequality

Other

Essential

• Eligible for membership of Protection Vulnerable Groups (PVG) Scheme

Desirable

• Possession of a full, clean driving licence as travel throughout Scotland will be required

What you will get from the role

You’ll be part of a progressive organisation which aims to challenge the stigma and misconceptions that often surround how people manage their money. Your work will help to support people in Scotland to build financial resilience and improve financial wellbeing.

Your role will be varied, fast paced and will allow you to embrace creativity and innovation.

About Money Advice Scotland

The times we live through are frequently described as unprecedented.

A century pandemic has magnified and entrenched inequality.

But it has also shown that change can happen rapidly and can make a real difference.

We need change. We need new ideas when old solutions cannot solve new problems.

Our plan sets out our approach towards securing a new different at a time when our purpose is more essential than ever.

Money Advice Scotland is Scotland’s money charity. Our mission is to be the driving force towards financial wellbeing for the people of Scotland.

We believe we will achieve this by supporting the advice workforce, empowering citizens to get help and support, and advocating for fairer policy.

About the role

Our financial capability team works towards the strategic aim of improving financial health and wellbeing.

We do this by delivering evidence-based money guidance to a number of audiences, including schools, colleges and workplaces.

We also deliver financial capability training to professionals, administer our e-learning modules and create a wide range of digital resources so that people can access financial information in a format that is most suited to their needs.

Overview

The treasurer is an officer of the trustee board and not a paid worker. The role of the treasurer is to ensure that all the finances and the supporting financial control systems are kept in order. The treasurer is not the book-keeper. They do not hold or maintain the financial records, nor will they have sole control of the organisations bank accounts, cheque books or electronic payment systems.

Main duties and responsibilities

• Chair the finance and business committee meetings.

• Guiding and advising the business and finance committee in the approval of budgets, accounts and financial statements, within a relevant financial policy framework

• Keeping the board informed about its financial duties and responsibilities

• Advising on the financial implications of organisations strategic plan.

• Understanding the accounting procedures and key internal controls to be able to assure the business and finance committee and the Board that the charity's financial integrity is sound

• Monitoring the organisations income and expenditure position, and presenting reports regularly to the board in a format accessible to the board members

• Ensuring that money received is only spent on the purposes for which it was given, and, where required, ensuring that reports and accounts demonstrating this outcome are submitted to funders

• Ensuring that accounts are prepared at year-end in compliance with the current SORP Accounting for Charities and working with the CEO to ensure they are audited or independently examined, as required by the Office of the Scottish Charity Regulator

• Presenting the accounts at the AGM and drawing attention to important points in a coherent and understandable way

• Liaising with the CEO about financial matters

Personal skills and qualities

• Financial experience and/or qualifications

• Some experience and/or knowledge of charity finance, fundraising and pension schemes

• The skills to analyse proposals and examine their financial implications

• Preparedness to make unpopular recommendations to the board

About Money Advice Scotland

The times we live through are frequently described as unprecedented.

A century pandemic has magnified and entrenched inequality.

But it has also shown that change can happen rapidly and can make a real difference.

We need change. We need new ideas when old solutions cannot solve new problems.

Our plan sets out our approach towards securing a new different at a time when our purpose is more essential than ever.

Money Advice Scotland is Scotland’s money charity. Our mission is to be the driving force towards financial wellbeing for the people of Scotland.

We believe we will achieve this by supporting the advice workforce, empowering citizens to get help and support, and advocating for fairer policy.

About the role

Our financial capability team works towards the strategic aim of improving financial health and wellbeing.

We do this by delivering evidence-based money guidance to a number of audiences, including schools, colleges and workplaces.

The times we live through are frequently described as unprecedented. A century pandemic has magnified and entrenched inequality. But it has also shown that change can happen rapidly and can make a real difference. We need change. We need new ideas when old solutions cannot solve new problems. Our plan sets out our approach towards securing a new different at a time when our purpose is more essential than ever.

Money Advice Scotland is Scotland’s money charity. We believe that people in debt deserve to be treated fairly and with dignity. We believe we will achieve that by supporting the advice workforce, empowering citizens to get help and support, and advocating for fairer policy.

Role profile

The Training Lead is a new exciting post, and is an integral part of the Senior Leadership Team (SLT) within Money Advice Scotland. The main purpose of this role is to create a new programme of money advice training as well as to manage, lead and inspire the Money Advice Scotland training team in our goal to raise the quality and standards of money (debt) advice in Scotland by delivering engaging, informative, and quality training.

Responsible to: Chief Executive Officer

Key responsibilities

1. Create a new, up to date programme of debt advice training and also review existing training materials produced by third parties to determine appropriateness and relevance
2. Liaise with our customers and internal departments to gain an understanding of training needs; assess training to develop and produce innovative training solutions that include web-based seminars, printed manuals, group sessions, training videos, and more
3. Lead, inspire and develop the Money Advice Scotland Consultants team to empower and enable them to do their jobs to the best of their ability
4. Present in-person and online training sessions and higher qualified personnel as and when the need arises.
5. Monitor training programmes and manuals to ensure that they are effective and up to date and make updates as necessary
6. Work with managers to address any learning issues, instruction problems, or new educational needs
7. Maintain understanding of new educational and training techniques and methods
8. Manage budgets
9. Monitor and evaluate training programme’s effectiveness
10. Other relevant tasks as required

Essential Skills

1. Strong knowledge of Scottish debt/money advice in order to create appropriate training
2. Exceptional communication and leadership skills that allow you to manage, lead and inspire your team
3. Ability to think strategically
4. Proficient in using Microsoft Office products, Adobe Connect, Microsoft Teams, and Zoom
5. Ability to build relationships and fully engage with various management teams
6. Track record in designing and executing informative, engaging and successful training programmes
7. Familiarity with traditional and modern training methods (mentoring, coaching, on-the-job or in classroom training, e-learning, workshops, simulations etc.)
8. Ability to plan, multi-task and manage time effectively

What you will get from the role

You will be part of the Senior Leadership Team (SLT) and play a key role in the strategic future of the organisation. You will also be part of a progressive organisation and your work will help make a difference to the quality of debt advice throughout Scotland.

By creating and managing Money Advice Scotland’s debt advice training courses, you’ll engage with key audiences, and be an important part of ensuring that people in debt receive quality debt advice.

Responsible to: Digital Transformation Lead

Salary:£23,500 per annum rising to £25,000 after successful completion of probationary period (pro rata for part-time), plus 6% employer pension contribution. This is a fixed term contract to 31 March 2022

Hours:Full-time role available, or two part-time roles (specific number of hours may be negotiable). Working hours are Monday to Thursday, between 8.30 – 6pm, and 8.30 – 3.30pm on Friday.

Role Profile

This position represents the opportunity to work for a leading national charity during an exciting phase in our digital project and wider organisation strategy.

The digital project aims to effectively support and prepare clients for accessing and receiving money advice. Often clients are at a point of financial and emotional crisis, so the role of a digital adviser is a sensitive, empathic yet empowering one. Using information and signposting, our digital advisers provide clients with the reassurance, tools and confidence needed to start addressing their money and debt worries.

Job description and key responsibilities

• Conduct chats via digital channels including webchat, email, and social media
• Assess client circumstances and refer to the appropriate sources of help
• Answer any initial emergency questions
• Ask and record key data capture questions relating to client circumstances
• Promote and encourage client uptake of tools/apps used within the project
• Maintain relationships with referral agencies and support advisers with clients’ pre-appointment preparation
• Assist Digital Transformation Lead with project work and reporting when required

What you will get from the role

You’ll be part of a progressive organisation that is leading the way in bringing change and choice to how people access and prepare for money advice.

You’ll be helping people daily, empowering them to tackle money and debt worries which have a significant impact on their wellbeing. You’ll also be supporting the money advice sector in accessing tools and support to aid their provision of debt advice.

About Money Advice Scotland

The times we live through are frequently described as unprecedented.

A century pandemic has magnified and entrenched inequality.

But it has also shown that change can happen rapidly and can make a real difference.

We need change. We need new ideas when old solutions cannot solve new problems.

Our plan sets out our approach towards securing a new different at a time when our purpose is more essential than ever.

Money Advice Scotland is Scotland’s money charity. We believe that people in debt deserve to be treated fairly and with dignity.

And we believe we will achieve that by supporting the advice workforce, empowering citizens to get help and support, and advocating for fairer policy

A person specification for this role can be downloaded below.

About MAS

The times we live through are frequently described as unprecedented.

A century pandemic has magnified and entrenched inequality.

But it has also shown that change can happen rapidly and can make a real difference.

We need change. We need new ideas when old solutions cannot solve new problems.

Our plan sets out our approach towards securing a new different at a time when our purpose is more essential than ever.

Money Advice Scotland is Scotland’s money charity. We believe that people in debt deserve to be treated fairly and with dignity.

And we believe we will achieve that by supporting the advice workforce, empowering citizens to get help and support, and advocating for fairer policy.

Role Profile

We’re looking for a communications officer to join our team to support with implementing our communications strategy and building new campaigns. This role is focused on further expanding our communications reach and connecting with the public, money advisers, and policy makers by creating and sharing useful and engaging content and resources.

A full Job Description and Person Specification is available for download below.