Volunteer Budget Coach

Crosslight Advice is a debt advice and money education charity which works to lift people out of poverty and help them build a better future.

Our Financial Capability arm consists of our Money Course and Budget Coaching programme, and we are always looking for new volunteers to act as Budget Coaches, either face-to-face in one of our branches, or remotely via video or phone appointments.

Budget Coaches work with individual clients – often those who have completed a Money Course, or those who are being supported by Crosslight with debt issues – to help them apply simple money skills and budgeting techniques in a practical way to their own unique situation. 
 
During a structured programme of up to four two-hour sessions over several months, you will work closely with clients to guide, support and encourage them as they journey to greater financial confidence and resilience.

Do you have:

• a passion to help those in need?
• an ability to communicate clearly and with compassion?
• a calm and patient manner?
• an eye for detail?
• confident IT skills?
• competent numeracy skills?
• an interest in personal finance and money management?

If the answer to these questions is yes, we’d love to hear from you!

Initial training:

• Take part in Crosslight’s induction programme for new volunteers
• Attend a live Money Course as a guest, or undertake the self-led version in your own time
• Work through our Budget Coaching Hub, Guest Handbook and other relevant resources
• Undertake Income Maximisation e-learning course
• Attend induction session for Budget Coaches

Required commitment:

• Volunteer for approximately 8 hours over a two-month period per Budget Coaching client taken on
• Attend quarterly Budget Coaching forums and an annual safeguarding refresher
• Participate in quarterly Crosslight Get Together and Learn sessions and other training as appropriate

If you are interested in volunteering with Crosslight, the first step is to complete the volunteer enquiry form on our website. We will then arrange to meet with you, to find out more about you and give you some more information on Crosslight’s work and the role of volunteer Budget Coach. 

In order to protect all our clients and volunteers, before you join, we will:

• Interview you
• Ask you to complete a brief application form
• Take up two personal references
• Ask you about anything that may restrict your volunteering (convictions / cautions)
• Ask you to make a volunteer commitment as part of our induction process

This role is advertised as part of TPP's Free Giving Back Services. This volunteer advertisement copy has been supplied to TPP and applicants apply direct to the organisation. Please contact the organisation directly if you have any questions about this volunteer role.