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Money Adviser

TN United Kingdom

Bedford

Hybrid

GBP 60,000 - 80,000

30+ days ago

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Job summary

An established industry player is seeking a dedicated Money Adviser to provide essential benefit and debt advice to residents, helping them navigate financial challenges and maximize their incomes. In this role, you will engage with individuals at risk of financial difficulties, offering empathetic support and guidance to sustain tenancies and prevent homelessness. Your expertise will be crucial in managing personal caseloads, advising on welfare benefits, and representing clients in legal matters. This position offers the flexibility of hybrid working, allowing you to balance home and office responsibilities while making a meaningful impact in the community.

Benefits

28 days holiday PLUS Bank Holidays

Free life assurance

Access to wellbeing services

Opportunities for learning and development

Discounted gym membership

Qualifications

  • Confident communication skills and ability to manage a varied workload.
  • Up-to-date knowledge of benefit and debt legislation.

Responsibilities

  • Provide benefit and debt advice to residents to help avoid financial difficulties.
  • Manage a personal caseload of Debt & Benefit issues for residents.

Skills

Empathic communication skills

Knowledge of benefit legislation

Customer-focused welfare advice

Case management experience

Education

NVQ Level 4 in Advice and Guidance

Job description

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Monday – Friday 9.00am - 5.00pm (Some flexibility available)

We are currently seeking a Money Adviser to provide benefit and debt advice, information, and guidance to bpha residents to help them avoid financial difficulties and maximise their incomes.

Empathic and proactive in your approach, you will target residents at high risk of financial difficulties in order to sustain tenancies and prevent homelessness.

You will be required to work from home and from our head office in Bedford, and on occasion visit residents. It is essential to hold a current driving license and vehicle for this purpose.

What you will be doing:

  1. Understand the financial needs of our customers and the organisation.
  2. Raise awareness of financial capability and guide customers to make better financial decisions.
  3. Develop and implement strategies to maximise a customer’s income including the take-up of welfare benefits and/or debt and employment advice.
  4. Manage a personal caseload of Debt & Benefit issues for bpha’s residents and provide casework support to appropriate colleagues.
  5. Effectively advise, support, and guide customers in a timely, empathetic manner in order to reduce debt and the negative impact on the customer.
  6. Research any legal challenge to negative benefit decisions.
  7. Collate and prepare evidence in order to provide representation for tenants in court and at welfare benefit tribunals.

We’d love to meet someone with:

  1. Confident communication skills with the ability to manage a high and varied workload.
  2. Up-to-date knowledge of benefit and/or debt legislation.
  3. Customer-focused experience of giving welfare advice in a commercial environment.
  4. Experience of case management.
  5. NVQ Level 4 (or above) in Advice and Guidance.
  6. Empathic and understanding nature.
  7. Experience of working in an Advice service.

Amongst what we offer you is:

  • 28 days holiday PLUS Bank Holidays
  • Free life assurance
  • Access to an extensive suite of wellbeing services and tools including a digital gym
  • Opportunities for learning and development
  • Discounted gym membership
  • Hybrid Working

Please note the successful candidate will need to complete an enhanced DBS application.

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