Financial Wellbeing & Pensions Support Officer at Wave Community Bank

Main duties & responsibilities
• Build membership in UHSx by signing up new members, helping UHSx staff to set up regular savings, and apply for loans
• Run help points across the four UHSx sites – Royal Sussex County Hospital (Brighton), Princess Royal Hospital (Haywards Heath), Worthing Hospital, and St Richard’s Hospital (Chichester). Sites may be subject to change
• Help staff with money management and budgeting guidance, and signposting to further services where needed.
• Help staff complete applications for the Crisis fund and build awareness of the support available. Then signpost staff that have issues accessing the vouchers when released.
• Create and present Cost of Living presentations for Staff online and face to face
• Help staff with Pension queries, form completion and understanding their statements.
• Create and present Pension presentations for staff, on Pensions in general, the State pension, and the NHS scheme, including retirement options.
• Work with the education team to look at the current Pension presentations available on Iris (UHSussex learning platform) and work with them to make them more user friendly.
• Attend staff events within UHSx to promote financial wellbeing, the workplace savings scheme and the service in the Trust.
• Liaise with UHSx Health and Wellbeing Team, hospital directors and heads of divisions to identify opportunities to promote the service to staff.
• Work with the WCB Business Development Team to create tailored promotional material for UHSx
• Create and run Financial Education presentations for overseas nurses, focusing on the payslip, UK tax, NI and how to budget.
• Working with the staff networks across UHSx to promote the support offered and WCB services.
• Attending DWP/CAB and NHS training where possible to maintain up to date knowledge of benefits and changes to them.
• To track number of contacts with staff and pro-actively seek evaluation and staff feedback of the service, adapting to need as required.
• To produce monthly evaluation reports for UHSx, showing trends and service usage data.

Staff benefits
25 days holiday increasing with length of service
Employer pension contribution
WPA Healthcare NHS top-up scheme
Reward Gateway discount platform with wellbeing programme
0% staff loans up to £3000
Person Spec
Education: 5 GCSEs including English and Maths
Experience: At least 2 years money management guidance or advice. Experience of building and utilising networks.
Knowledge and skills: An understanding of pensions in general, able to discuss the state pension, and a knowledge of the NHS pension and/or defined benefit pension schemes
An understanding of money management, budgeting and financial wellbeing.
Excellent communication skills including building relationships, and dealing with distressed or potentially vulnerable people.
Literacy to the level to be able to deal with correspondence effectively & efficiently.
Competent in the use of computer software packages including Microsoft Word, Excel & Outlook.
Ability to work to deadlines and manage own workload.
Accuracy and ability to check your own work.
Disposition/Attitude: Excellent communication skills for working with individuals and groups.
Able to demonstrate successful selling and presentation skills
A self-starter and able to work mostly on your own
Able to use initiative and be flexible to the needs of the staff.
Proactive approach to achieving targets
Commitment to Providing excellent customer service and Equal Opportunities
Self-motivated and confident
Ability to adapt and change, quickly.