- Money Advisor
Reporting to
Money Advice Team Leader
- Broad purpose of the post
We have an opportunity to join our Income and Money Advice team as a Money Advisor. The team helps residents with any money problems they’re experiencing, providing advice on budgeting, prioritising debt, understanding entitlements and lots more.
Working with six other Money Advisors, you’ll provide a comprehensive welfare benefit, money and debt advice service to residents and their families. This often involves using your creativity and initiative to reach a positive outcome led by the resident.
- Full time, 35 hours
Key Accountabilities
- To deliver a specialist advice service to residents, fulfilling our commitment to provide affordable homes where people are supported to sustain their tenancies
- To proactively work with residents, colleagues and external partners to improve benefit uptake and minimise the risks associated with welfare reforms
- To collate and maintain financial and statistical information
- To contribute to the development and implementation of relevant policies, procedures and initiatives
- To establish and maintain effective working relationships with internal and external partners
- To actively promote the work and services offered by the Money Advice team
- To be an effective member of the team and continually seek to improve and develop your own skills and knowledge and the performance of the team.
Personal Requirements
Experience
Essential
- Experience of providing welfare benefit and money advice
- Experience of working with people from different backgrounds and with different needs
- Experience of working in social housing or a related sector
- Experience of supporting people with benefit advice up to and including tribunal level
Desirable
• Experience of providing debt advice with IMA Accreditation or a willingness to train and work towards this qualification
IT skills
Essential
- Competent using all Microsoft Office packages
- Be able to input and maintain case notes onto a Case Management System
Desirable
• Experience using IBS Housing
Management system and AdvicePro
Technical and professional skills
Essential
- Current knowledge of welfare rights and welfare benefit legislation
- Current knowledge of housing policy
- Excellent numeracy and literacy skills
- Excellent communication skills
- Commitment to the delivery of exceptional customer service
- Ability to plan and prioritise own workload
- Ability to remain calm whilst under pressure
- Ability to work flexibly in a challenging and changing environment
- Ability to remain calm while effectively dealing with unpredictable situations
- Ability to make reasoned judgements and decisions
- Understanding of the relationship between customers’ income maximisation and the sustainability of United Welsh’s rental income stream
- Full clean driving license
Desirable
- Welfare Rights or Money Advice qualification
- Housing Policy or similar qualification
