At a Glance
- Tasks: Help residents overcome financial challenges and maximise their income.
- Company: Join bpha, a values-led organisation dedicated to improving lives.
- Benefits: Flexible hybrid working, ongoing training, and a supportive team culture.
- Other info: Opportunities for career growth and specialist expertise development.
- Why this job: Make a real impact on people's financial wellbeing and community strength.
- Qualifications: Experience in welfare benefits and debt advice, with strong communication skills.
Salary: From £36,000 per annum (Including £2,000 car allowance)
Location: Bedford / Hybrid
Help people change their financial future. At bpha, we believe everyone deserves the opportunity to live well and feel secure in their home. We're looking for a compassionate and knowledgeable Money Adviser to join our team and make a genuine difference to the lives of our residents.
This is more than a money advice role. Every day, you'll help people overcome financial challenges, maximise their income, access vital support, and build confidence in managing their finances. Whether you're helping someone avoid debt, navigate the benefits system, access grant funding, or sustain their tenancy during difficult times, you'll have a direct impact on people's wellbeing and quality of life.
If you're someone who combines technical expertise with empathy, enjoys building trusted relationships, and is passionate about helping others achieve better outcomes, we'd love to hear from you.
What you'll be doing
- Provide expert advice and guidance on welfare benefits, debt and financial wellbeing.
- Support residents to maximise income and access the financial help available to them.
- Work proactively with customers who may be experiencing financial hardship or are at risk of falling into debt.
- Help customers develop confidence and skills to better manage their finances.
- Represent and advocate for customers, including supporting benefit appeals where appropriate.
- Develop strong partnerships with colleagues, local agencies and external organisations to achieve the best outcomes.
- Deliver training and share your expertise across the wider business.
- Contribute to projects and initiatives that improve services and support more residents.
What we're looking for
We're seeking someone who brings:
- Essential
- Experience providing welfare benefits and debt advice.
- Strong knowledge of current benefits and debt legislation.
- Excellent communication and relationship-building skills.
- A customer-focused approach with genuine empathy and understanding.
- The ability to handle complex and sometimes sensitive cases.
- Strong organisational skills and the ability to manage a varied workload.
- NVQ Level 4 Advice and Guidance (or equivalent) and a Certificate in Money Advice Practice (or equivalent experience).
You'll stand out if you also have:
- Experience delivering training or workshops.
- Membership of the Institute of Money Advisers.
- Debt Relief Order (DRO) accreditation.
- Experience building partnerships with local support agencies and community organisations.
Why join bpha?
At bpha, we're committed to supporting our colleagues as much as our customers. You'll be joining a supportive and collaborative team where your work is valued and where you'll have opportunities to grow your knowledge and develop your career.
In return, we offer:
- A flexible hybrid working model.
- Ongoing learning and professional development opportunities.
- The chance to develop specialist expertise in welfare benefits, debt advice and financial inclusion.
- A supportive, values-led culture where your wellbeing matters.
- The opportunity to see the real impact of your work every day.
- A role where you can genuinely improve lives and help build stronger communities.
Our values
Everything we do is guided by our values:
- We take responsibility - We do what we say and take ownership.
- We show empathy - We listen, understand and treat everyone with respect.
- We are better together - We work collaboratively to achieve more.
- We are ambitious - We continuously learn and strive to make a positive difference.
Ready to make a difference? If you're looking for a rewarding career where your expertise can help people overcome financial challenges and create lasting positive change, we'd love to hear from you.
Please note that applications will be reviewed on receipt and we reserve the right to close this vacancy early should a suitable candidate be identified. Early applications are encouraged. All offers will be subject to satisfactory pre-employment screening, including DBS check and references.
StudySmarter Expert Advice🤫
We think this is how you could land Money Adviser
✨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 BPHA. 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 BPHA.
✨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 BPHA. 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 Money Adviser
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 BPHA 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 BPHA how you can be a team player!
How to prepare for a job interview at BPHA
✨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 BPHA.
✨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 BPHA'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!
