Money Advisor
Salary: £30,168 - £31,777 per annum plus excellent benefits
Location: Walsall, West Midlands
Contract: Full Time, Permanent, 37 hours per week (minimum of two days in the office, however, could be more depending on service needs)
Closing Date: 11th October 2024
Interview Date: TBC
We have an exciting opportunity for a Money Advisor to join our Money Advice team. In this role, you will support customers, ensuring appropriate information and advice is given to assist them in sustaining tenancies.
Main job responsibilities:
- Ensure that customers are supported in relation to welfare benefits and debt advice by delivering an effective and efficient money management service, providing advice on income maximisation and financial management.
- Conduct tenancy sustainability assessments for new tenancies that support whg's tenancy sustainability agenda.
- Provide expertise as a specialist in money advice and budgeting
- Support customers to minimise potential risks to tenancy sustainability and refer to internal and external services, organisations and statutory authorities.
- Provide pro-active support, targeting new and potential customers with expert financial advice and guidance.
- Ensure that policies and procedures are implemented to consistently achieve corporate objectives.
- Work effectively with internal teams and partner agencies to provide the best support service to our customers, ensuring their income is maximised.
- Deliver customer focused services to whg's existing and potential customers which achieve key performance indicators
We're looking for someone who has:
- Recent and relevant experience working in a money management and advisory capacity.
- Experience of debt and welfare benefit casework, compiling income and expenditure financial statements and dealing with customers in one-to-one situations.
- In depth knowledge of current legislation affecting welfare benefits, debt and the housing sector.
- The ability to advise and assist with applications to increase income from external sources, including charitable trusts, local authority discretionary housing payment schemes, and utility companies.
- Experience maintaining accurate and appropriate records relating to each case, recording all activity, interventions and outcomes
- The ability to drive and access to a car, as the post holder may be required to travel efficiently from location to location (preferred but not essential)
- A customer focused approach, with great communication skills and the ability to build excellent working relationships
- Competency in IT systems, with the ability to input and access data quickly and accurately using computerised software.
- The aptitude to respond to conflicting pressures and demands with limited support and guidance whilst paying attention to detail.
What's in it for you?
Working at whg means being part of a team that values flexibility, professional development, and a positive workplace culture. We offer:
- A competitive salary
- 27 days of annual leave (plus Christmas shut down)
- Access to an annual leave purchase scheme
- Participation in the defined benefit Local Government Pension Scheme or a choice of another great pension scheme
- A health cash plan to enhance your wellbeing and claim back costs of prescriptions, eye care, dental and complementary therapies
- A range of shopping and leisure discounts
- Structured learning and development opportunities
- Automatic membership of Colleague Voice
- A friendly workplace environment and commitment to work-life-balance
About us
At whg, we are dedicated to providing affordable homes across the Midlands and creating sustainable communities. We believe everyone has the right to a safe and secure home, which is the foundation for a successful life. Our values— Trustworthy, Respectful, Accountable, Collaborative and Excellent — guide our work and our commitment to creating an inclusive workplace where everyone can thrive.
We have been recognised as a top employer in the prestigious Sunday Times Best Places to Work 2024. The awards celebrate the top employers in the UK who are leading the way in employee pride, job satisfaction and wellbeing, as well as reward and recognition.
We are proud to be a Disability Confident Employer, committed to providing opportunities and support for all applicants, including those with disabilities.
Interested in joining our team? Visit our website www.whg.uk.com and read Our 2030 Plan.