Financial Wellbeing Advisor

Financial Wellbeing Advisor

London Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support residents with financial advice and access to benefits, training, and employment initiatives.
  • Company: Phoenix Community Housing is a resident-led organisation focused on community involvement and building homes.
  • Benefits: Enjoy flexible working options, a wellbeing programme, and comprehensive learning and development opportunities.
  • Why this job: Join a passionate team making a real impact in the community while promoting work-life balance.
  • Qualifications: Strong knowledge of welfare benefits, excellent communication skills, and proficiency in IT systems required.
  • Other info: This role requires a DBS check and offers part-time and job-sharing options.

The predicted salary is between 28800 - 48000 £ per year.

We have an excellent opportunity for a Financial Wellbeing Advisor to help and support our residents. We are looking for someone who has extensive and detailed knowledge in Welfare Benefits and who will proactively engage with residents as part of an early intervention approach. You will be required to provide comprehensive advice and help people access all sources of financial help. The role will also include providing advice on training schemes and employment initiatives.

You will have excellent organisation skills and strong influencing/communication skills. You must be adept at IT systems, as well as a good team worker and able to work well under pressure. You will have a strong understanding of relevant legislation and its application, good analytical skills, the ability to understand and summarise complex issues and develop working relationships for income maximisation. The role requires efficient time management with excellent interpersonal skills and an ability to work with a wide range of internal and external stakeholders. This role is subject to a DBS check.

About Phoenix Community Housing: Phoenix is a housing organisation with a difference. We’re led by our residents, with a tenant as our Chair and with residents as the largest group on our Board. Some housing associations talk about resident involvement. We live and breathe it every day. We believe this is our core strength and it’s helped us achieve a wide range of accolades and awards. We’re based in south Lewisham, London, and are proud to be building new homes in our area. We’ve grown as a housing association, taking on the management of 1,500 more homes in late 2021 to bring our total number of homes to around 7,800.

Our new Corporate Plan will help us deliver on our vision of ‘together building a better future for our Phoenix Community’, supported by strategies to refresh our approach to resident involvement, customer service, sustainability and ensuring that all residents can enjoy good quality, safe and affordable homes. Our big ambitions apply to our staff too. We are pleased to offer a generous benefits package, including our wellbeing programme, comprehensive learning and development and a culture of employee involvement.

If you think you’re the right person to help us make the next stage of our journey, then we’d love to hear from you. We strongly believe in a work-life balance so we’d be pleased to talk about part-time flexible working and job sharing options. Phoenix is committed to safeguarding and promoting the welfare of vulnerable groups, and we expect all staff and volunteers to share this commitment. We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

To apply, please visit our website outlining how you meet the requirements of the role by 23:59 on Tuesday 15 July 2025. Interviews and assessments for this role are due to take place on Thursday 24 July 2025.

Financial Wellbeing Advisor employer: PHOENIX COMMUNITY HOUSING

At Phoenix Community Housing, we pride ourselves on being a resident-led organisation that values employee involvement and well-being. Located in south Lewisham, London, we offer a supportive work culture with a generous benefits package, including flexible working options and comprehensive learning opportunities, ensuring our staff can thrive both personally and professionally. Join us in our mission to build a better future for our community while enjoying a fulfilling career as a Financial Wellbeing Advisor.
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Contact Detail:

PHOENIX COMMUNITY HOUSING Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Wellbeing Advisor

✨Tip Number 1

Familiarise yourself with the latest welfare benefits legislation and policies. This will not only help you in interviews but also demonstrate your commitment to staying updated in the field.

✨Tip Number 2

Network with professionals in the financial wellbeing sector. Attend relevant workshops or seminars to build connections and gain insights that could be beneficial during your application process.

✨Tip Number 3

Prepare to discuss real-life scenarios where you've successfully helped individuals access financial support. This will showcase your practical experience and problem-solving skills during the interview.

✨Tip Number 4

Research Phoenix Community Housing thoroughly. Understanding their values and community involvement will allow you to tailor your responses and show how you align with their mission.

We think you need these skills to ace Financial Wellbeing Advisor

Welfare Benefits Knowledge
Financial Advice Skills
Early Intervention Techniques
Training Scheme Knowledge
Employment Initiative Awareness
Excellent Organisation Skills
Strong Influencing Skills
Effective Communication Skills
IT Proficiency
Teamwork
Ability to Work Under Pressure
Understanding of Relevant Legislation
Analytical Skills
Complex Issue Summarisation
Relationship Building for Income Maximisation
Time Management
Interpersonal Skills
Stakeholder Engagement

Some tips for your application 🫡

Understand the Role: Read the job description thoroughly to grasp the key responsibilities and requirements of the Financial Wellbeing Advisor position. Make notes on how your skills and experiences align with what they are looking for.

Tailor Your CV: Customise your CV to highlight relevant experience in welfare benefits, financial advice, and any previous roles that demonstrate your organisational and communication skills. Use specific examples to showcase your achievements.

Craft a Compelling Cover Letter: Write a cover letter that directly addresses the key points in the job description. Explain why you are passionate about helping residents and how your background makes you a suitable candidate for this role.

Highlight Relevant Skills: In your application, emphasise your IT proficiency, analytical skills, and ability to work under pressure. Provide examples of how you've successfully managed relationships with stakeholders in previous roles.

How to prepare for a job interview at PHOENIX COMMUNITY HOUSING

✨Know Your Welfare Benefits

Make sure you have a solid understanding of welfare benefits and financial assistance available to residents. Brush up on the latest legislation and be prepared to discuss how you can help residents navigate these options.

✨Demonstrate Your Communication Skills

Since the role requires strong influencing and communication skills, practice articulating your thoughts clearly. Use examples from your past experiences where you've successfully engaged with individuals or groups to provide support.

✨Showcase Your Organisational Skills

Be ready to discuss how you manage your time and prioritise tasks effectively. You might want to share specific strategies or tools you use to stay organised, especially when working under pressure.

✨Engage with the Community Focus

Phoenix Community Housing values resident involvement highly. Prepare to talk about your experience in community engagement and how you would foster relationships with residents to maximise their income and wellbeing.

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