Role Overview:
• To set up and attend events and actively recruit, assess (screen) and engage with Existing Self-employed customers (individuals who have an existing self-employed business but claim Universal Credit) as part of the New Enterprise Allowance (NEA) programme
• To support and mentor the development and growth of a customer’s business from the point of referral through to the end of the sustainment phase
• To mentor and be responsible for providing Existing Self-employed customers advice and guidance to assist them to successfully create a suitable Business Development Growth Plan and cashflow plans etc.
• To achieve own monthly volume of events, suitable clients screened for progression onto NEA, revenue and contracted outcome KPI targets that contribute to budgets across the division (and any approved re-forecasts) and Group
• Build strong relationships with Jobcentre Plus colleagues and other key stakeholders
• To assist the Contract Manager (and other areas of the Group) as needed to make the contract a success each month and the Group as a whole
Principle Accountabilities:
• Set up events, screen and select the most appropriate customers for the programme by conducting Initial Assessments so as to be held accountable for the right volume and quality of customers onto the NEA programme from Jobcentre Plus each month
• Where the customer has a potentially viable concept, enrol them onto the programme and provide suitable advice and guidance to support the production of a good quality Business Development and Growth Plan
• Work closely with the Shaw Trust PRaP team regarding referrals to maximise diary time each week
• To support, attend and run seminars and other events as needed/directed by the Contract Manager to support customers
• Support and track customers’ progression in developing a viable business plan and business, ensuring all activity is always recorded accurately on Shaw Trust systems
• Ensure the Business Development and Growth Plan is received in a timely manner to obtain approval (within 12 weeks of the Initial Assessment date) and where this is not possible, an extension approval email has been received from JCP and uploaded to the Shaw Trust CRM
• Tutor the customer in the legal set up of their business and provide effective information, advice and guidance to ensure they have the best opportunity to grow their business
• Develop support for customers through existing links, networking events and seminars
• Build and maintain relationships with Jobcentre Plus staff within an assigned geographic area to ensure the correct quantity and quality of referrals is being received
• Produce with the customer an agreed SSMART action plan, setting clear objectives to achieve contractual milestones
• Record customers’ journey using Shaw Trust systems and work in co-operation with the administration support team(s) to manage the recording of customers’ progression accurately and effectively
• At regular intervals, check that the customers, and where appropriate mentors, are satisfied with progress, the quality of Shaw Trust Group services, record feedback and other relevant information gathered on databases
• Introduce customers to any other service which may become relevant to them, and personally account manage customers’ progress using these services throughout their entire journey, tutoring any corrective action necessary
• Help the customer access external funding if required, by signposting to suitable loans or grants
• Develop good internal working relationships within the team by exchanging information, ‘best practice’ ideas and experiences. Work closely with other teams to ensure effective co-ordination and collaboration
• Carry out any other reasonable duties commensurate to the role as requested by the Contract Manager or appropriate Senior Manager/Director
• Ensure internal audit and compliance criteria are met and that all activity conforms to Shaw Trust Group systems, policies and procedures at all times. This includes the timely and accurate data entry on customer management system for changes and updates to customer details
GENERAL RESPONSIBILITIES/KPIs:
• Responsible for the volume and quality of customers passing their Initial Assessment and approved to join the programme
• Responsible for achieving contracted targets for approved Business Development and Growth Plans, as well as 26 and 52 week sustainment outcomes
• Attend training as identified through reviews with your line manager and the Shaw Trust performance management process.
• Work flexibly across offices and NEA contracts, as and when directed by your line manager
• Undertake any other responsibilities and ad hoc duties as required by Shaw Trust
• Promote the principles of Equality and Diversity and ensure that the policy is fully applied at all times
• Understand and adhere to all personal responsibilities under Health & Safety and Safeguarding procedures and ensure that the policies are adhered to at all times.
• Ensure that the Code of Conduct, Data Protection, Harassment & Bullying, Confidentiality, Anti-Fraud, Data Security and all other policies of the Company are fully applied at all times
• Strictly adhere to all Shaw Trust processes and procedures.
• Ensure that you work to the Shaw Trust Group’s vision, values, objectives and priorities and are strongly committed to them
• Be responsible for personal Continuous Professional Development to enhance performance in job role, competence and potential in line with Ixion core professional standards of competence
• Understand and adhere to all responsibilities to ensure that the quality requirements of Ixion’s Quality Assurance Framework, the prime contractor, funding body, Investors In People, OFSTED, MERLIN, Matrix, DWP Quality Framework, or any other contract stakeholder, are maintained
Core Competencies
All Shaw Trust employees are required to demonstrate a number of core competencies:
• Self-management – manage workload effectively
• Relationship management – develop and maintain productive relationships with your team, management, clients, partners, subcontractors and all key stakeholders
• Customer and Employer focused – committed to understanding client aspirations, supporting their needs.
Attitudes & Behaviours
• Represent Shaw Trust in a professional manner on all occasions.
• Strive to improve practice to be creative and innovative and work towards continuous improvement
• To adopt a co-operative approach to delivery by maintaining and promoting effective communications, sharing good practice across the organisation and externally
Experience and Qualifications required
Essential
• Strong communicator and training or tutoring of business skills
• Experience in achievement of personal targets each month, as per contracted requirements
• Knowledge and understanding of business processes and strategy, market analysis, pricing, including Sales and Marketing, HR Management, Finance, Production (where applicable), ICT and Project Management, SME business culture and the motivations and aspirations of the owner-managers/directors
• Able to tutor clients to find their own answers and ways of starting and growing their business
• Sound understanding of management accounts and their impact on a business
• Working with mentors and support agencies.
• Project management, including setting and working to priorities and time planning accustomed to achieving targets
• Experience of effectively managing client relationships
• Ability to manage priorities and work with a high caseload
• Ability to deliver excellent customer service
• Well-developed tutoring, leadership, coaching, mentoring and motivation skills
• Strong interpersonal and negotiating skills.
• Strong client and third-party management skills and able to manage a range of mentors to support a broad range of clients
• Strong project and client portfolio management skills
• Analysing client financial data and key performance ratios
• Good facilitation and presentation skills
• Personal gravitas in the eyes of the client
• Self-starter and remote team player
• Ability to communicate effectively, both verbally and in writing
• Basic IT literacy
• Must have a clean current driving licence and a car available for business use
• MUST NOT HAVE their own business that will conflict with the weekly workings of Shaw Trust payrolled staff
Desirable
• SFEDI award for Business Support
• Experience of establishing, developing and growing a ‘start up’ business
• Experience of Business Mentoring
• Understanding of commercial business and Business Start-Ups
_________________________________________________________________________________
Shaw Trust is committed to safeguarding and promoting the welfare of all learners/customers and expects staff to share this commitment.
All Roles will require a basic DBS Disclosure check due to the nature of the work to be undertaken.