Improving Financial Confidence

What does the role entail?


  • Delivering financial capability one-to-one coaching sessions; covering debt prevention, money management skills such as budgeting, using bank accounts, options for borrowing and saving, and dealing with debt.

  • Keeping records of all clients cases.

  • Helping clients measure their financial confidence by completing a quiz.

  • Planning financial capability sessions appropriate to the needs of the individual client, and working with them to develop action plans.

  • Identifying research and campaigns issues arising from work with clients. 

  • Making referrals for advice appointments where appropriate.

  • Keeping up to date with developments in financial capability, including the opportunity to attend appropriate training.

Personal skills and qualities that a financial capability one-to-one trainer needs:


  • Awareness of, and commitment to, the aims and principles of the CAB service and its equality and diversity policies.

  • Understanding the basics of coaching and motivating clients

  • 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.

  • Friendly and approachable.

  • Able to work as part of a team.

  • Respect for views, values and cultures that are different to their own, and an empathy with clients.

  • Understanding why confidentiality is important.


What support can I expect?


You will be placed in a host venue where your supervisor can be on hand to assist and guide you.

Host venues are across Liverpool so there should be one near you.  Once you have completed your training (approx 4 days over two weeks) we would ask you to commit to a minimum of 6 hours per week at your host venue.  If for some reason you are unable to commit to this e.g. if you are in employment, you have young children or caring responsibilities then can you please state this on your application form and we will do our best to accommodate you.


You will receive comprehensive training that will give you all the skills necessary to become a financial capability volunteer.  Once you have been trained you should expect to receive adequate support to undertake your role. Your main point of contact will be your supervisor based within your chosen volunteering location and you will also have ongoing support from the financial capability hub project support worker along the way.


Once you have completed your initial training you will have the opportunity to undertake additional training to further develop your skills & knowledge. Support will be given to access accredited training and you will receive travel expenses to help you undertake all the necessary training and duties of a Financial Capability Volunteer.