Specialising in Financial Capability, Employability, Volunteering and Community Development.

Financial Inclusion Coach

Financial Inclusion Coach

Financial Inclusion Coach

Vacancy for Financial Inclusion Coach – closing date 30th January 2022

KTR Consultancy Services Ltd is looking for a Financial Inclusion Coach to join the team working on the Greater Lincolnshire MOVE project. This is a Building Better Opportunities Project, funded by the National Lottery Community Fund and European Social Fund. Working alongside the Employability Coaches, the Financial Inclusion Coach will deliver intensive one to one and group financial inclusion support and training to unemployed and economically inactive individuals with the aim of increasing their financial confidence and money and life management skills. Subject to confirmation, the role is part-funded by Lincolnshire County Council’s Public Health department and will also provide administrative support to the Lincolnshire Financial Inclusion Partnership Chair and Steering Group, promoting financial inclusion initiatives across the county.

We are looking for someone with experience of working with vulnerable people and delivering financial support.

To apply, please send a CV and covering letter detailing your experiences to Katy Roberts at katy@ktrconsultancyservices.co.uk

Overall job role

  • To provide tailored support to the unemployed and economically inactive in need of financial inclusion and employment assistance.
  • Develop and deliver financial inclusion assessment, support and training to identified project participants.
  • To keep up to date with Welfare Reform and the support needs of vulnerable individuals
  • To provide administration and secretariat support to the Lincolnshire Financial Inclusion Partnership
  • To assist the BBO Project Manager with his/her duties

Principal Responsibilities

  • To develop and deliver financial inclusion assessment, support and training to identified project participants.
  • To promote and encourage members of the local community to participate with the MOVE project.
  • To deliver training to individuals and groups on financial capability skills
  • To identify and gain extra support for individuals. This could be those identified as having literacy/numeracy needs, without IT skills or access to a computer or internet
  • To help individuals put their learning into practice
  • To help in the production of promotional materials
  • To keep up-to-date accurate computer-based records of contacts made, referrals taken, outcome of referrals, work completed and any other data required by the project
  • To provide administration support to the Lincolnshire Financial Inclusion Partnership Chair and Steering Group
  • To promote elements of Financial Inclusion to partners to increase uptake of support

HSE Health and Safety

  • Support will be provided in community venues, the office or in participants homes. The successful candidate will be familiar with and keep up to date with all company policies and procedures in relation to health and safety at work.
  • Carry out an annual risk assessment for activities carried out
  • Follow risk control measures

Quality Assurance

  • The post holder must be familiar with the Building Better Opportunities Project Requirements and adhere to the quality assurance measures applicable to the post.

Line Management Responsibilities


Key contacts

  • BBO Partners
  • Lincolnshire Financial Inclusion Partners
  • JobCentre Plus
  • Citizens Advice
  • Local Community Groups

Qualifications and Experience


  • Good standard of secondary education or equivalent
  • Competency in literacy and numeracy
  • Training-based qualification – preferably PTLLS or Level 3 Education and Training
  • Financial inclusion based training qualifications (non-accredited acceptable)
  • Full UK driving licence and access to a vehicle
  • Well-versed in use of Microsoft Office products
  • Excellent communication and inter-personal skills
  • Willingness to work flexible hours


  • Experience of support work and providing advice and support to a diverse range of customers
  • Good understanding of local area
  • Knowledge of support services provided by external organisations
  • Proven ability to work as part of a team
  • Proven ability to work without direct supervision

Terms and Conditions

Fixed term contract, with expected end date of 31st December 2022
Must have access to own transport

18 hours a week, pro rata. Full time equivalent salary – £20,483. This role is part-funded for 12 hours by the Building Better Opportunities fund.