Direct Advisor

Title: Direct Payments Advisor

Hours: 37 Hours per week (Full time)

Salary: £26,320-£27,783 FTE per annum (Depending on Skills & Experience)

Responsible to: Direct Payments Manager

Essential:

• Full UK driving licence
• Access to an insured vehicle for business use

This is an exciting opportunity to join Ideal for All, a user‑led charity empowering disabled people and those with support needs to live independently.

As a Direct Payments Advisor, you will play a vital role in helping people understand and manage their Direct Payments, giving them greater choice, control, and independence over the care and support they receive. You will provide practical advice, support, and guidance to individuals, enabling them to feel confident in using their Direct Payments effectively.

Supporting service users

• Act as the first point of contact for Direct Payment recipients and their families.
• Provide clear advice on Direct Payments, Managed Accounts, and Personal Health Budgets.
• Visit service users in their homes to explain the scheme and answer questions.
• Support with HR and payroll matters, including contracts, pensions (auto‑enrolment), and DBS checks.
• Help coordinate training and development opportunities for service users.

Managing caseloads and administration

• Manage your own caseload, prioritising effectively to meet deadlines.
• Maintain accurate records on our database, supporting service monitoring and producing reports as required.
• Contribute to the continuous improvement of processes to ensure effective delivery of service level agreements (SLAs).

Building partnerships and promoting the service

• Develop strong relationships with local authorities, health partners, and other professionals to build referrals.
• Promote Ideal for All’s Direct Payments Service locally and nationally by attending meetings, conferences, and seminars.

We are looking for someone who is:

• A strong communicator, able to explain complex information in a clear and supportive way.
• Organised and able to manage a varied caseload independently.
• Empathetic, with a passion for empowering people to live more independently.
• Confident working with sensitive information and maintaining confidentiality.
• Skilled in building positive relationships with individuals and professionals.

A background in social care, HR, or a related field would be ideal, but we also welcome transferable skills and experience.

Recruitment will comply with Equal Opportunity legislation.