| inkomensbeheerder; financieel beheerder money manager
Explanation:
see e.g.:
FELOnline:
financieel beheerder =
money manager
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"It’s good to know you can always talk to someone in confidence about your debt management plan; someone who knows about your circumstances, and is personally looking after your account.
[…]
They will give you updates on your plan, advise you if your situation should change, and always ensure you are on the right track to getting out of debt.
[…]
This is why, when you come to MMT, you are given your own Money Manager (MM) who takes care of the running of your account, as well as being your dedicated point of contact. They will give you updates on your plan, advise you if your situation should change, and always ensure you are on the right track to getting out of debt.
Your Money Manager is your point of contact if your circumstances should change for the better or worse, they will always assess your information and advise of the best solution or option for you." (https://www.moneymt.co.uk/how-mmt-works/meet-the-team/ )
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"Bad credit accounts
The thinkmoney Personal Account, provided by our sister company Think Money Limited, is a practical alternative to a bank account as you can apply even if you have a bad credit history, as long as you're a UK resident aged 18+. You'll get dedicated Money Managers making sure your monthly commitments are met, on time, every time; putting an end to charges for missed or rejected payments.
[…]
You can keep in touch at all times with text balance alerts and our telephone and online account management services - or talk to a Money Manager about your finances whenever you need." (http://www.gregorypennington.co.uk/why-choose-us/six-reasons... )
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Note added at 21 mins (2015-08-21 22:45:58 GMT)
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"What a “Daily Money Manager” is
In a nutshell, the term for people like these are “daily money managers.” And according to investopedia they are:
A person who takes over the day-to-day financial tasks for those who are unable to perform these tasks on their own. A variety of people employ daily money managers, (DMM’s) ranging from elderly clients to those simply too busy to maintain total control and accuracy of their financial needs. Some tasks performed by DMM’s include bill payments, preparing tax documents, wire transfers, monthly paperwork and balancing, security checks, and basic deposits/withdrawals." (http://www.budgetsaresexy.com/2013/08/daily-money-managers-p... )
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Note added at 25 mins (2015-08-21 22:49:37 GMT)
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"#6 – Consult with a Financial Mentor
We all need a mentor in life. Often, our mentors usually help to guide us in the right direction. That’s also because they tend to have more experience than we do. Locate a financial mentor that you can consult with for all things finance-related. This not only helps you to get out of debt, but also to improve your financial planning.
Now, I’m not speaking about a money manager, a tax consultant, or some other professional that’s paid to work with you. A financial mentor is someone that you meet who helps you on a personal level. Don’t know anyone successful like that? Go to networking meetings. Speak to people. Engage in online chats and forums." (https://www.wanderlustworker.com/21-habits-to-help-you-elimi... )
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Note added at 20 hrs (2015-08-22 18:44:59 GMT)
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Hmm, I think the term "money manager", and particularly "daily money manager" are used exclusively in the US. See e.g.:
"Overweight? Hire a personal trainer. Dirty house? Call a cleaning service. But to whom do you turn to get a grip on overspending and debt? A daily money manager can come to your rescue.
What's a daily money manager?
As the title implies, daily money managers (DMMs) assume a client's basic yet often irksome financial duties. "Generally speaking, we manage the personal administrative and financial business of individuals, families and seniors," says Alison Salisbury, founder and owner of Fiscally Fit, a Palo Alto, Calif., daily money management service provider. Specifically, they do everything people tend to avoid, including:
• Sorting mail.
• Creating paper and digital financial file systems.
• Setting up Quicken or Quickbooks and training clients to use the software.
• Paying bills.
• Reconciling accounts.
• Producing cash flow reports.
• Establishing budgets and spending plans.
• Resolving creditor disputes." (http://www.foxbusiness.com/personal-finance/2012/05/18/is-it... )
This doesn't sound all too different from Emma's ref:
http://mijngeldcoach.nl/voor-opdrachtgevers/vrijwillig-inkom...
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Note added at 20 hrs (2015-08-22 18:49:42 GMT)
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"DEFINITION of 'Daily Money Manager - DMM'
A person who takes over the day-to-day financial tasks for those who are unable to perform these tasks on their own. A variety of people employ daily money managers, (DMM's) ranging from elderly clients to those simply too busy to maintain total control and accuracy of their financial needs. Some tasks performed by DMM's include bill payments, preparing tax documents, wire transfers, monthly paperwork and balancing, security checks, and basic deposits/withdrawls.
The demand for daily money managers has been growing steadily since the beginning of the 21st century. This is in part due to the increasing population of the elderly. While many children attempt to take on the task of managing their parents finances, many find it difficult as well as time consuming. The growth of the industry can also be attributed to the increase in dual income families - with both parents working, there is often not enough time to run around ensuring documents are properly signed or bill payments are processed on time."
http://www.investopedia.com/terms/d/daily-money-manager.asp#...
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Note added at 2 days11 hrs (2015-08-24 09:58:53 GMT)
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The UK "Centre for Policy on Ageing" (http://www.cpa.org.uk/ ) has this very interesting PDF on the subject. Seems it is an American thing, which isn’t yet known here in the UK.
Daily_Money_Management_Interim_Scoping_Report-September-2010 (1).pdf @ http://goo.gl/o0Oz9t
"Daily Money Management – Supporting Older People to Manage Their Financial Affairs: A Practical Approach to Protect Older People from Financial Exploitation
Nationwide Foundation Investor Programme 2009
A report by the Centre for Policy on Ageing
[…]
An overview of daily money management and similar or related or complementary programmes currently running in the UK
[…]
This scoping report summarises the results of the initial, investigatory phase of a project to investigate the introduction of Daily Money Management programmes to the UK. The project is funded by Nationwide Foundation as part of its Money Matters, Homes Matter, Families Matter Investor Programme.
[…]
Within a range of prevention strategies to help avoid financial abuse of older people, one is third-party assistance to manage everyday money tasks such as:
• Establishing methods for handling routine financial transactions such as direct deposit, electronic auto payments or bill paying services.
• Providing daily money management assistance to older people as experienced in the US with a new type of practitioner – the daily money manager.
(Rabiner et al. 2004)
[…]
In the US, specific daily money management (DMM) services to assist people who have difficulty managing their personal financial affairs are well established. DMM includes help with simple, routine tasks such as paying bills, preparing cheques for signature, making bank deposits and dispensing cash. It may include more complex tasks such as negotiating with creditors, maintaining home payrolls records for employed care staff and calculating taxes. The service is offered by public agencies as well as private, non‐profit and for‐profit organisations. The level of money management services provided is dependent on the decision‐making capacity of clients. (Nerenberg 2003)
[…]
3. An overview of daily money management and similar or related or complementary programmes currently running in the UK
[…]
4.1.1 What is a daily money manager?
Daily money management programmes help people who cannot handle their own financial affairs. Essentially, a daily money manager acts as a personal financial assistant. According to a survey conducted by the American Association of Retired Persons (AARP), the kinds of services that daily money managers provide most often are:
• paying bills
• maintaining financial records
• preparing budgets
• balancing cheque books, and
• negotiating with creditors
[…]
Nerenberg (2003) classifies the diverse role of US daily money managers into the following areas:
• Educators – who impart information and skills required to manage money.
• Advocates – to inform clients about benefits, services or insurance they are entitled to and help them apply for them.
• Debt managers – who negotiate with creditors and work out plans to pay back debt.
• Bill payers – who meet with clients regularly to assist with bill paying for a wide range of services. Clients remain fully responsible for transactions and retain cheque signing authority and keep their own bank accounts.
• Paying agents – who receive clients’ funds and pay bills directly passing cash on to clients as required.
• Representative payees – appointed by Federal agencies to manage benefits on behalf of clients.
• Agents granted power of attorney – for people with capacity but unable to physically transact business. This can be changed to durable power of attorney for people who lack capacity.
• Trustees – to manage trusts for people who have significant assets.
• Guardians – appointed by the Courts to manage the personal affairs of people who are unable to protect themselves through lack of capacity."
(Daily_Money_Management_Interim_Scoping_Report-September-2010 (1).pdf @ http://goo.gl/o0Oz9t )
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Example sentence(s):- You\'ll get dedicated Money Managers making sure your monthly commitments are met, on time, every time; putting an end to charges for missed or rejected payments.
| Michael Beijer
United Kingdom
Local time: 01:43
Works in field
Native speaker of:  English
PRO pts in category: 62
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peer agreement (net): +3