This vacancy has now closed

Financial Capability Officer

  • Full time
  • £32,100
  • Mainly working from home, but some travel around Scotland (especially to Scottish Borders) and our office in Glasgow will be required.
  • Closing 29th November 2023

  • Advertised from 26th October 2023
  • We are a 4-day week employer. Our current working hours are Monday to Thursday 8.30am – 4.30pm. This is a fixed-term contract for 12 months, but may be extended subject to funding.


About Money Advice Scotland

The times we live through are frequently described as unprecedented.

A century pandemic and the cost of living crisis has magnified and entrenched inequality.

But it has also shown that change can happen rapidly and can make a real difference.

We need change. We need new ideas when old solutions cannot solve new problems.

Our plan sets out our approach towards securing a new different at a time when our purpose is more essential than ever.

Money Advice Scotland is Scotland’s money charity. Our mission is to be the driving force towards financial wellbeing for the people of Scotland.

We believe we will achieve this by supporting the advice workforce, empowering citizens to get help and support, and advocating for fairer policy.

About the role

Our Financial Wellbeing Team works towards the strategic aim of improving financial health and wellbeing.

We do this by delivering evidence-based money guidance to a number of audiences, including schools, colleges, communities and workplaces.

We also deliver financial capability training to professionals, administer our e-learning modules and create a wide range of digital resources so that people can access financial information in a format that is most suited to their needs.

Job description and key responsibilities

  • Support the financial education of young people by creating resources and delivering workshops to schools, colleges, universities and community groups, both online and in person.
  • Create and deliver financial wellbeing sessions to the wider population including employees across Scotland.
  • Develop and deliver open access online workshops on various personal finance related topics.
  • Design and develop financial wellbeing resources using a variety of formats.
  • Deliver financial capability training to professionals.
  • Help to create a resource bank on our website.
  • Work with the Financial Wellbeing Lead to plan activities in line with our strategic aim.
  • Support the Financial Wellbeing team in developing and delivering a money guidance programme for adults with low numeracy skills in the Scottish Borders.
  • Other relevant tasks as required.


Qualifications and experience


  • Degree or equivalent professional experience
  • Experience of developing and delivering training and/or education
  • Experience of supporting, building and strengthening relationships with partner organisations


  • Experience of financial inclusion and debt prevention
  • Community engagement experience

Knowledge and understanding


  • Ability to create high-quality, engaging content in a variety of formats
  • Interest in financial wellbeing topics
  • Willingness to learn about new subjects
  • Ability and passion to work directly with people to create content and present complex information in a way that best fits their needs


  • Knowledge of the money advice sector
  • Knowledge of creating video content and video editing skills

Communication and IT skills


  • Excellent with Microsoft Office products
  • Excellent written and verbal communication skills


  • Experience using online platforms such as Zoom

Evaluation and analysis


  • Strong attention to detail
  • Strong analytical skills


  • Knowledge of evaluation techniques, particularly capturing tangible outcomes

Autonomy and accountability


  • Ability to work using own initiative
  • A focused and motivated approach to achieving our strategic aim
  • Organisational and time management skills, with the ability to work on a wide range of tasks, often working to a deadline
  • Confidence and adaptability to work flexibly in a team as well as individually

Values and attitudes


  • A commitment to our purpose
  • A passion for tackling inequality



  • Eligible for membership of Protection Vulnerable Groups (PVG) Scheme


  • Possession of a full, clean driving licence as travel throughout Scotland will be required

What you will get from the role

You’ll be part of a progressive organisation which aims to challenge the stigma and misconceptions that often surround how people manage their money. Your work will help to support people in Scotland to build financial resilience and improve financial wellbeing.

Your role will be varied, fast paced and will allow you to embrace creativity and innovation.

Application notes

Please submit a CV and cover letter (no more than one page) by email to by Wednesday 29th November 2023.

Shortlisted candidates will be invited to attend an online interview w/c 4th December 2023.