Change Mental Health is determined to be the leading source of information, advice and guidance on Mental Health and Mental Illness in Scotland. We want to make sure that everyone has the information and advice they need to make the right decisions for themselves and their families.
This new and exciting role will assist our duty service within the team through providing information, emotional support as well as triaging. The role will work closely with a duty advisor on a day-to-day basis. They will adhere to rigorous guidelines and regulations ensuring that people receive the highest quality service possible.
This role will play a crucial part in representing Change Mental Health by being the first point of contact for those looking for support, whether that is over the telephone, email or virtually.
The Money Navigator will be the first point of entry for self-referrals to the mental health and money advice (MHMA) service via our helpline. They will triage self-referrals and provide unregulated advice to people (i.e. provide them with financial capability and simple benefits advice). They will be supported by a duty advisor to refer people to the specialist mental health and money advice service for more complex advice, including regulated debt advice and signpost/refer to other forms of mental health support when the person’s mental health warrants additional support. The role will look to work closely with the service to help co-facilitate delivery of financial resilience workshops within community spaces across Scotland.
The mental health and money navigator will work with a degree of autonomy and is a team player and play a role in developing and promoting the service. The role supports the team to meet national and fund criteria and assists with gathering evidence and highlights the issues that our client base face.
Key Responsibilities:
- To be the first point of contact for people contacting the Advice Line, I use questioning skills to understand their situation including information about their mental health and finances.
- Use this information to triage clients, providing basic advice within my remit or referring to the duty advisor or other internally or externally as appropriate.
- Work in a coaching manner, exploring what outcomes the clients want and providing emotional support and advice within my remit to help them achieve their goals.
- Provide advice and guidance on budgeting, saving and financial capability.
- Provide advice on welfare benefits including basic benefit checks and helping with initial claims.
- Provide support and triage in relation to mental health issues such as accessing treatment and care.
- Work towards contractual targets and outcomes within agreed timescales and in line with quality standards.
- Demonstrate a commitment to delivering a quality-based service where knowledge and skills are shared.
- Work as part of a team to ensure smooth delivery of the service and excellent client care.
- Work flexibly with an understanding that this is a new and developing service
- Ensure systems are used in a way that enables the management and on-going monitoring and evaluation of the project.
- Continue to develop knowledge of mental health, welfare benefits and money advice to meet the needs of the service.
- Take on feedback from a variety of stakeholders and contribute to innovative changes and adaptations to service delivery.
- Ensure records are kept up to date and accessible to other staff and that casework is maintained effectively, recording advice provided, actions taken and outcomes achieved.
- Keep clear records of client demographics in line with service procedures
- Deal with enquiries from people from diverse backgrounds including those from black and minority ethnic groups and the lesbian, gay, bisexual and transgender community, with appropriate awareness of and sensitivity to the cultural factors relevant to mental health
- Keep informed about mental health and money issues.
- Support advisers in their casework, for example drafting letters and booking of appointments.
General Duties:
- Act in accordance with Data Protection legislation. Ensure all records, personal, staff and client data are managed in line with Data Management and Information Governance policies
- Comply with legal and regulatory requirements such as provisions set out in the Health and Safety at Work Act 1974
- As with all employees, workers and volunteers; to encourage people to join Change Mental Health as a member, donor or activist
- To act in accordance with the charity’s Health & Safety and Safeguarding policies and to notify your line manager promptly if there are any concerns
- To participate in regular supervision and appraisal and undertake any relevant training as appropriate to the role
- To work in accordance with the charity’s national policies and local operating procedures and those of external regulators or professional bodies
Essential Criteria:
- Possess a value base that is consistent with the aims and objectives of Change Mental Health
- Experience of working with electronic case recording systems.
- Experience of providing customer service over the phone.
- Ability to work autonomously.
- Experience of working with vulnerable clients, particularly people affected by mental illness.
- Well-developed IT skills- comfortable using Microsoft Office packages and bespoke databases.
- A willingness to learn and develop within the role and remit.
- An understanding of safeguarding.
This job profile and list of duties is not exhaustive and serves only to highlight the main requirements. The line manager may stipulate other reasonable requirements and projects commensurate with the general profile and grade of the post.