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your voiceyour rightsyour choice

Personal Health Budget (PHB) Advisor

Contract: 1 year

Reporting to: Advocacy Service Manager

Hours: full time 37.5 hrs/week

Salary: £30,000 per annum

Closing date: Wednesday 27 March 2019, midday

Interview date: 3 and 4 April 2019

Location: City and Hackney


The Advocacy Project

The Advocacy Project helps the most marginalised and vulnerable people living in London make effective choices about what happens in their lives while helping them shape the services we all need. We want to make sure people across all age groups – young people, adults, and older people, and across all care groups – including learning disability, mental health, older people and dual diagnosis, can:

  • voice their concerns and issues
  • clearly, understand their rights
  • make effective choices about what happens to their lives

We do so through services that provide objective support for individuals and their loved ones, and user involvement projects that help service providers improve their performance. Find out more about us at

Role purpose

We believe everyone has the right to influence decisions affecting their lives. We are searching for an exceptional person to join our dynamic and innovative organisation, which currently provides services to a range of care groups across eight London boroughs – Westminster, Kensington and Chelsea, Hackney, Ealing, Croydon, Sutton and Wandsworth.

This is a one-year mental health recovery Personal Health Budget (PHB) pilot.

This is an exciting role for someone who wants to make real change happen. The right candidate will work with mental health service users to develop innovative solutions and choices to help them achieve their recovery goals.

There have been a number of PHB pilots throughout the country where a clear connection has been made between PHBs and one of the central strands of service transformation in mental health: recovery. As a highly personal journey, sustainable recovery is most successful where services are able to develop individually tailored approaches where the person is empowered to lead decision making to access to a package of care that is specific to their needs.

Locally within City and Hackney, a recent evaluation of patient experience during discharge from the mental health wards highlighted a number of areas for improvement which this PHB pilot will aim to address. Specifically, this includes the development of person-centered care planning and providing clear information regarding services and support available to access post discharge.

The mental health PHB pilot will run for a 12 month period working with people who have a diagnosis of a severe and enduring mental health condition, to provide a package of step-down recovery support in, or from, secondary care, on the completion of a period of treatment.

Key responsibilities

  • To set up the PHB pilot in cooperation with external partners and in line with the requirements set out in the service specification.
  • Able to understand the needs of and provide support to service users with a serious mental illness (SMI) who are in recovery following a period of treatment.
  • Maintain a service and organisational ethos championing the user’s voice and empowering them to make decisions regarding their own care and support.
  • To provide a high quality service that improves service users experience of discharge from secondary mental health care.
  • To provide the service user with advice and support to access a range of services and activities that enables each individual to successfully achieve their recovery goals. This advice should be independent from the clinical model of treatment and impartial regarding the types of services available within the borough.
  • To engage with and form relationships with clinicians across a range of secondary mental health settings in order to encourage the uptake and referrals of PHBs.
  • To maintain up to date knowledge about services and activities within the borough, making use of the PHB digital hub.
  • To use local knowledge and professional initiative to source appropriate support.
  • To facilitate access to agreed care and support through setting up the financial payments either on the individuals behalf using the preferred payment option as chosen by the recipient of the PHB.
  • To record required PHB details including outcome measurements within a database system for PHB evaluation purposes
  • To report back on PHB activity and data as required for evaluation

Key responsibilities – general

  • To participate in team meetings and training as required.
  • To participate in personal, team and organisational development.
  • To contribute to monitoring reports as required.
  • To ensure an understanding and compliance with Health and Safety, risk regulations and The Advocacy Project policies.
  • To work to The Advocacy Project mission, vision, and values.
  • Undertake other projects and tasks as required

Person specification


  • Experience and skills to develop and project management a new service, and ability to review and improve the service within quality assurance processes and key performance indicators.
  • Proven experience of running and evaluating projects or services with robust and achievable recommendations and action plans.
  • Excellent stakeholder management skills with experience of building effective relationships with commissioners, clinical professionals, partners, service users and colleagues.
  • Experience of using and managing a case management system and running and producing reports for different stakeholders
  • Experience of working with people with mental health issues and an understanding of the issues they face.
  • Understanding of PHBs, the recovery model, and non-directive advice and support.
  • Sound knowledge of mental health services, including current issues in policy and practice. Also health and social care practice and legislation.
  • Experience of work with a wide range of mental health professionals.
  • Ability to listen and build trust, to encourage people to express their own views and to represent clients’ self-defined interests.
  • Excellent interpersonal skills. Effective in working with a wide variety of stakeholders ranging from commissioners, to service users and colleagues.
  • Excellent communications (written and verbal) including an understanding of creative communication methods.
  • Commitment to working within The Advocacy Project code of conduct, equality and safeguarding policies.
  • Ability to work as part of a team and on your own initiative, to plan and prioritise your own workload.
  • Willingness to promote The Advocacy Project and the mental health service in line with our mission, vision and values.
  • Evidence or commitment to ongoing professional development.

Employee benefits

The Advocacy Project is a Disability Confident Committed and Mindful Employer and our staff are integral to the quality of the services we deliver. We are committed to providing an empowering, flexible and supportive working environment for all our staff.

Our employee benefits include 30 days’ annual leave (including up to 3 days between Christmas and New Year), participation in pension scheme with 6% employer contribution, access to free confidential counselling service, and interest-free travel loan/bike loan.

All our staff are encouraged and supported to access continuous learning and development opportunities including our monthly lecture series delivered by sector experts such as Joe Batty, Senior Community Development and Engagement Officer at Kensington and Chelsea Social Council on Grenfell Tower recovery: grassroots activism and social enterprise.

How to apply

Please submit your CV and supporting statement setting out your experience in relation to the Job Description and Person Specification

If you have any questions please contact

Please send your application to us by midday on Wednesday 27 March 2019

Equal Opportunities form

  • The Advocacy Project works to achieve equal opportunities in its employment practices and in the provision of services. One of the ways in which we do this is by collecting information which we can then use to monitor the fairness of our processes through analysis and in developing future ways of working. In order to assist us with this, we would be grateful if you would complete this form and return it with your application. Information provided on this form does not form part of our decision-making process and will not affect your application. The Advocacy Project undertakes that this information will remain confidential to the Human Resources Department to be used solely for the purpose of monitoring the effectiveness of our equal opportunities policy. Please complete the form below
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