Could you help someone manage their money?

We are looking to recruit Financial Capability Volunteers

What will the role entail?

  • Delivering financial capability one-to-one coaching sessions; covering debt prevention, money management skills such as budgeting, using bank accounts, options for borrowing and saving, and dealing with debt.
  • Keeping records of all clients cases.
  • Helping clients measure their financial confidence by completing a quiz.
  • Planning financial capability sessions appropriate to the needs of the individual client, and working with them to develop action plans.
  • Identifying social policy issues arising from work with clients.
  • Making referrals for advice appointments where appropriate.
  • Keeping up to date with developments in financial capability, including the opportunity to attend appropriate training.
  • Will have the chance to attend financial capability regional forums, and other events where appropriate.


Personal skills and qualities that a financial capability one-to-one trainer needs:

  • Awareness of, and commitment to, the aims and principles of the CAB service and its equality and diversity policies.
  • Understanding the basics of coaching and motivating clients
  • Understanding the basics of money management and of the skills and confidence required to manage money effectively.
  • Understanding the difference between financial capability training and debt advice.
  • Friendly and approachable.
  • Able to work as part of a team.
  • Respect for views, values and cultures that are different to their own, and an empathy with clients.
  • Understanding why confidentiality is important.


Download all relevant documents on this link.