Financial capability group trainer

Citizens Advice Mendip

Name: Financial capability group trainer
Organisation: Citizens Advice Mendip
Location: Highfield House, Shepton mallet, BA4 5BT
Type: Part Time
Delivery schedules vary but this would suit someone who can volunteer for 6 hours a week for the next 12 months


Purpose of the role

The volunteer financial capability trainer role is to deliver financial education in group sessions to a variety of community audiences.

Main duties and responsibilities may include:

•Delivering financial capability training covering debt prevention, money management skills such as budgeting, using bank accounts, options for borrowing and saving, and dealing with debt in an interesting and engaging manner.

•Ensuring feedback is received from training participants. Review, revise and improve courses and materials in the light of feedback from participants.

•Maintaining accurate records of training sessions delivered and those receiving training, and produce reports when required.

•Organising delivery of courses; liaising with partner organisations as necessary.

•Planning financial capability sessions that are appropriate to the target audience and the length of session; including designing and / or selecting resources, and ensuring they are prepared in advance of a training session.

•Creating and building networks with local organisations to promote financial capability training opportunities for their service users and members.

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Organisation Description

Citizens advice Mendip provides free, independent and impartial advice to individuals across the Mendip District. Our core work is advising and supporting clients in relation to problems with Welfare Benefits, Debts, Housing, Rights at Work and other Legal issues.

We have offices in the five main settlements of Frome, Glastonbury, Shepton Mallet, Street and Wells.


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Cause / Interests


Types of Activity


Skills and Qualifications


Personal skills and qualities that a financial capability group trainer needs:
•Understanding of, and commitment to, the aims and principles of the CAB service and its equality and diversity policies.
•Excellent communication skills; confident in talking to groups of people.
•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.
•Friendliness and approachability.
•Flexibility and willingness to work as part of a team.
•Ability to empathise with the client group and respect different views.
•A positive attitude to self-development and assessment.
•Flexibility about travelling to, and running training sessions at times and locations most accessible to the client groups.

Additional/Specific Suitabilities

Minimum Age: NA
Maximum Age: NA
Disabled Access: No
Wheelchair Access: No
Expenses: out of pocket expenses paid
Restrictions: NA
Induction: yes
Insurance Cover: yes
Special Needs: NA
Offer: NA
Training: yes
Other: NA

Recruitment Method

Application form, Interview, References