Investment Consultant supporting clients like pension institutions and companies in asset liability management. Collaborating with global teams for optimal investment strategies in Germany.
About the role
- Financial Inclusion Specialist providing one-to-one support to clients facing financial challenges in mental health recovery. Assisting clients with benefits, budgeting, and money management workshops.
Responsibilities
- Provide one-to-one support to clients experiencing mental health challenges
- Help clients navigate the benefits system, manage their money, and access the right support
- Assess new clients and support people in crisis
- Run money management workshops and work closely with other services
- Help improve the service by sharing ideas and client feedback
Requirements
- Experience supporting people with mental health needs, including those in crisis or facing complex challenges
- Strong working knowledge of UK benefits and welfare entitlements
- Experience giving budgeting advice, completing benefit calculations, and challenging decisions
- Confidence managing risk and co-creating safety plans
- Strong communication and partnership skills
- A standard DBS check (paid for by Southdown)
- A full UK driving licence and access to a vehicle
Benefits
- Health cost cash-back scheme: access to our health insurance scheme which covers dental, optical, physical therapies and other medical treatments with the option to add greater levels of cover.
- Interest-free loans: assistance with larger costs that arise such as tenancy deposits, season travel tickets or buying a car.
- Access to the Easit Network: discounts and incentives on train, bus and car journeys such as 15% off eligible daily and season rail tickets.
- Blue Light card: access to discount services for the social care sector with savings across thousands of online shops, restaurants, and high-street vendors.
- Free advice and counselling service: confidential emotional support and practical guidance from our independent telephone service.
- 25 days paid holiday plus bank holidays
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