Financial Capability Leader

Financial capability work gives people a basic financial education to help them make better budgeting, borrowing, saving and banking decisions. It aims to encourage people to manage their finances more effectively and help people take control before they reach crisis point.

The volunteer financial capability leader role is to develop and deliver financial education in small group sessions to a variety of community audiences.

Planning and delivering engaging financial capability sessions including:

• designing and / or selecting resources appropriate to the target audience
• ensuring all resources are prepared in advance of a training session
• ensuring feedback is received from those receiving training
• maintaining accurate records of training sessions delivered and who has received the training, and producing reports when required
• keeping up to date with developments in financial capability including attending appropriate training
• attending bureau meetings and financial capability regional forums and other national events where appropriate
• supporting other bureau work as required e.g. providing referrals for advice appointments where appropriate.

• A commitment to the aims and principles of the CAB service.
• A commitment to equal opportunities.
• Excellent communication skills; confident in talking to groups of people.
• Friendly and approachable.
• Able to work as part of a team.
• Ability to empathise with the client group and respect for different views.
• A positive attitude to self-development and assessment.
• Flexible about travelling to and running training sessions at times and locations most accessible to client group.