Money Skills Trainer
Becoming a Volunteer Money Skills Trainer.
“Strong financial resilience doesn’t just help individuals – it strengthens our local economy, reduces pressure on public services and helps our whole borough thrive.” Hammersmith & Fulham Financial Inclusion Strategy 2026-2030.
Many H&F residents need support to understand their personal finances and manage their money effectively. As a Money Skills Trainer, you will play a vital role in helping community members grasp common money-related issues and improve their overall financial well-being. This is a front-facing role where you will deliver presentations, engage in discussions and help develop ideas and materials used to educate our borough.
Key Responsibilities
– Facilitation and Delivery: Lead presentations and discussions on everyday money management topics, including budgeting, saving, benefits, pensions, wills, energy bills and scams.
– Content Development: Assist in developing and revising training materials to ensure effectiveness for diverse audiences.
– Community Outreach: Deliver sessions at Citizens Advice offices or on-site at various community groups.
– Safety and Reporting: Identify and report concerns regarding vulnerable adults, particularly when discussing topics like financial abuse of the elderly.
– Impact Measurement: Collect feedback and session data to help measure outreach effectiveness.
What You Will Bring to the Role
– Presentation & Adaptation: The capacity to adapt delivery styles for different learners.
– Communication & Empathy: Ability to engage with people from various backgrounds and maintain a non-judgmental approach toward those in financial distress.
– Numerical Comfort: Confidence in explaining financial concepts such as interest rates compound interest and budget calculations accurately.
– Technical Proficiency: Basic IT skills to run presentations and navigate online tools.
– Organisation: A structured approach to managing session prep and educational materials.
Professional Standards & Requirements: You will learn
– Boundaries of Advice: Understanding the difference between providing financial education (guidance) and providing regulated financial advice.
– Confidentiality: Commitment to handling sensitive personal information in accordance with GDPR and Citizens Advice policies.
– Continuous Learning: How to update yourself on fast-changing topics, such as new scam tactics or updated bank reimbursement rules.
– Compliance: Successful completion of a DBS (criminal records) check if required.
What You Will Gain
– Community Impact: The satisfaction of empowering local people to build the essential skills they need to be financially capable.
– Skill Development: Enhance your facilitation, creativity, engagement, public speaking, equity, diversity and inclusion skills.
– Deepened Knowledge: A detailed understanding of everyday money management by teaching others and organisations that support financial literacy.
– Full Support: Access to existing training materials, the opportunity to shadow experienced trainers, and quarterly team meetings for feedback exchange.
How to apply
If you can see yourself being one of our Money Skills Trainer, using your skills and learning new ones, giving back to the local community, solving problems and helping those in need whatever the issue, we would love to hear from you. Please apply by completing our volunteer application form. Money Skills Trainers will be expected to deliver a presentation during the interview process.
If you have any questions about the form or anything else, please get in touch on volunteer@cahf.org.uk and we’ll be happy to help. Please note, we do routinely check if applications have been written by AI software, so we encourage you to write in your own words in order to explain to us your motivations.
If this role is not for you, please look at the other roles we have available.
Unfortunately we do not pay travel expenses during the recruitment process. If selected, we pay out of pocket travel expenses for attendance at training, induction and regular volunteering. If you have any further questions, please do not hesitate to contact us.
We delete all information 12 months after receipt unless you have been successful in recruitment, in which case we gain your permission on what is retained and how it is used. There is further information in the volunteer application form.
