At a Glance
- Tasks: Provide financial advice and support to vulnerable individuals in West Wales.
- Company: Age Cymru Dyfed, dedicated to improving lives of older people.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Join a supportive team and contribute to community wellbeing.
- Why this job: Make a real difference in people's lives while developing your skills.
- Qualifications: Strong communication skills and understanding of financial wellbeing issues.
The predicted salary is between 24898 - 24898 £ per year.
- Financial Wellbeing Project Officer
- Company: Age Cymru Dyfed
- Working pattern: Hybrid - 3 days remote
- Job type: Contract
- Posting date: 12 Nov 2026
Key responsibilities
- Provide advice covering a range of topics including (but not exclusively), Unregulated Debt, Budgeting Finances, Welfare Benefits, Housing and local services.
- Develop a working knowledge of the information resources and office systems, which support the advice service, using them effectively and contributing to their continuous improvement.
- Keep up to date on relevant changes in the law, policies, and procedures, both locally and nationally, as they apply to and affect older people and their carers.
- To provide and maintain statistical information and case records in line with data protection regulations.
- To signpost to the appropriate debt support service for regulated debt issues.
- To deliver financial wellbeing workshops concentrating on managing money, online banking and budgeting.
- To negotiate on behalf of clients, ensuring that the client's best interests are represented.
- Contribute to the maintenance of local information systems.
- To work as part of a team with other advice staff and volunteers.
- To liaise with outside agencies including Social Services and Department for Works and Pensions on behalf of clients, and for the purpose of establishing close working links.
- To make home / outreach visits as necessary.
- To assist with the training and supervision of the advice volunteers.
- Promote the service to local partners and priority clients.
Essential requirements
- The ability to listen and communicate effectively and establish a good rapport with people.
- EA knowledge and understanding of the complex and difficult issues faced by vulnerable people living in West Wales
- An understanding of the issues suffered by clients with budgeting issues and poor financial health
- An ordered approach to the delivery of information and advice and casework and a willingness to work within agreed procedures.
- An awareness of primary legislation in Wales seeking to address these issues.
- EA broad understanding of health and social care issues for older people and those who care or support them
- Experience of adhering to policies and procedures, including those linked to consent, GDPR, adult safeguarding, etc.
- The ability to work objectively, in a person-centered way, effectively liaising with others including but not limited to clients, their carers, local authorities and landlords , health and social care professionals, other providers of service, etc
- The ability to work with a high degree of autonomy; to manage time effectively and prioritise referrals that target those in greatest need.
- Experience of and commitment to collaborative working and co-production.
- The ability to make home visits as necessary.
- Knowledge of the welfare benefits framework and the ability to undertake benefits checks and provide advice to level 4 of the advice framework.
- Spoken and written Welsh to a minimum of level 3.
- DPrevious experience of working with older people.
- Additional requirements
- Satisfactory DBS check and personal references
- Current full UK driving licence and full use of a car for work purposes with the appropriate business insurance cover in place.
- Proud member of the Disability Confident employer scheme
Disability Confident is a government scheme. It encourages employers to recruit and retain disabled people and those with long term health conditions.
Financial Wellbeing Project Officer in Llanelli employer: Age Cymru Dyfed
Byw Adref is an exceptional employer dedicated to providing high-quality home support services to clients aged 50 and over in Dyfed. With a strong commitment to employee well-being, we offer competitive salaries, travel expense reimbursements, and a supportive work culture that values independence and personal growth. Our focus on equal opportunities ensures that all employees, including those with disabilities, are given the chance to thrive in a meaningful role that makes a real difference in the lives of vulnerable adults.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Wellbeing Project Officer in Llanelli
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Age Cymru Dyfed. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Age Cymru Dyfed.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Age Cymru Dyfed. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Financial Wellbeing Project Officer in Llanelli
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Age Cymru Dyfed and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Age Cymru Dyfed how you can be a team player!
How to prepare for a job interview at Age Cymru Dyfed
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Age Cymru Dyfed.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Age Cymru Dyfed's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
