Money Adviser (Welfare Rights Officer) in York
Money Adviser (Welfare Rights Officer)

Money Adviser (Welfare Rights Officer) in York

York Full-Time 36000 - 36000 £ / year (est.) Home office (partial)
BPHA

At a Glance

  • Tasks: Help residents manage finances and provide essential benefit and debt advice.
  • Company: Join bpha, a values-driven organisation focused on community wellbeing.
  • Benefits: Competitive salary, hybrid work, and opportunities for professional growth.
  • Other info: Be part of a diverse team that values empathy and accountability.
  • Why this job: Make a real impact by supporting those in financial need and improving lives.
  • Qualifications: Experience in welfare advice and strong communication skills required.

The predicted salary is between 36000 - 36000 £ per year.

Salary: £36,000 (Including £2,000 car allowance)

Location: Bedford / Hybrid

About the Role

Are you passionate about helping people manage their finances and improve their wellbeing? bpha is seeking a dedicated Money Adviser to join our team. In this vital role, you will provide benefit and debt advice to our residents, helping them avoid financial difficulties and maximise their incomes. You'll proactively support those at risk, especially new tenants, and work to sustain tenancies and prevent rent arrears.

As a Money Adviser, you will be:

  • Delivering benefit and debt advice, information, and guidance to bpha residents.
  • Targeting residents at high risk of financial difficulties, especially within their first year of tenancy.
  • Raising awareness of financial capability through one-to-one sessions.
  • Supporting customers with non-priority debt and negotiate affordable repayment plans.
  • Working collaboratively to reduce fuel poverty and provide access to grants.
  • Promoting the Money Advice Service internally and externally, including at community hubs.
  • Delivering customer-centric service and manage complex cases.
  • Providing training to staff on benefit changes and money advice.
  • Contributing to specialist projects and support other areas of the organisation as needed.
  • Maintaining up-to-date knowledge of relevant legislation and best practice.

What we're looking for as a Money Adviser:

Essential Skills & Experience:

  • Proficiency in MS Word, Excel, Outlook, and PowerPoint.
  • Strong written communication and numeracy skills.
  • Customer-focused with excellent time management.
  • Confident communicator able to manage a varied workload.
  • Up-to-date working knowledge of benefit and debt legislation.
  • Knowledge of Financial Conduct Authority standards.
  • Experience providing welfare advice in a commercial environment.
  • Experience with case management and securing external funding.
  • Experience using MS Office and specialist money advice software.
  • Partnership working with key stakeholders and local agencies.

Qualifications:

  • NVQ Level 4 Advice and Guidance or similar.
  • Certificate in Money Advice Practice.
  • Satisfactory enhanced DBS Check.

Desirable:

  • MS Visio skills.
  • Strong analytical and reporting skills.
  • Experience preparing and delivering training.
  • Member of Institute of Money Advisors.
  • Authorised Debt Relief Intermediary or DRO intermediary.

Why Join Us?

At bpha, our values are at the heart of everything we do:

  • We take responsibility: We do what we say and are accountable for our actions.
  • We show empathy: We respect and listen to every colleague and customer.
  • We are better together: We value diversity and achieve more as one team.
  • We are ambitious: We strive for excellence and make a positive difference.

Are you ready to make a difference? If you are committed to making a real impact and share our values, we would love to hear from you!

Please note that applications will be reviewed as received and as such bpha reserves the right to close applications prior to the advertised closing date upon identification of a suitable candidate. Early applications are encouraged to avoid disappointment. All offers will be subject to satisfactory pre-employment screening, including DBS check and references.

Money Adviser (Welfare Rights Officer) in York employer: BPHA

At bpha, we pride ourselves on being an exceptional employer that values responsibility, empathy, and teamwork. Our Bedford-based team enjoys a supportive work culture with opportunities for professional growth, including training in welfare rights and financial advice. With a competitive salary and a commitment to making a positive impact in the community, joining us as a Money Adviser means being part of a dedicated team that truly cares about improving the lives of our residents.
BPHA

Contact Detail:

BPHA Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Money Adviser (Welfare Rights Officer) in York

✨Tip Number 1

Network like a pro! Reach out to your connections in the welfare and finance sectors. Attend local events or online webinars where you can meet potential employers or colleagues. Remember, sometimes it’s who you know that can help you land that Money Adviser role!

✨Tip Number 2

Practice your pitch! When you get the chance to chat with someone about the Money Adviser position, be ready to explain why you're passionate about helping people manage their finances. Keep it concise but impactful – show them you’re the right fit for bpha!

✨Tip Number 3

Research is key! Familiarise yourself with bpha’s values and recent projects. This will not only help you tailor your conversations but also demonstrate your genuine interest in the organisation. Show them you’re ready to contribute to their mission!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at bpha. Get your application in early to avoid missing out!

We think you need these skills to ace Money Adviser (Welfare Rights Officer) in York

Proficiency in MS Word
Proficiency in Excel
Proficiency in Outlook
Proficiency in PowerPoint
Strong written communication skills
Numeracy skills
Customer-focused approach
Excellent time management
Confident communication skills
Up-to-date knowledge of benefit legislation
Up-to-date knowledge of debt legislation
Knowledge of Financial Conduct Authority standards
Experience providing welfare advice
Experience with case management
Partnership working with stakeholders

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Money Adviser role. Highlight your experience in welfare advice and any relevant qualifications, like your NVQ Level 4 or Certificate in Money Advice Practice. We want to see how your skills match what we're looking for!

Showcase Your Communication Skills: Since strong written communication is key for this role, ensure your application is clear and concise. Use straightforward language and structure your thoughts logically. Remember, we’re looking for someone who can communicate effectively with our residents!

Demonstrate Your Customer Focus: In your application, share examples of how you've provided excellent customer service in the past. Whether it’s through one-to-one sessions or managing complex cases, we want to know how you’ve made a positive impact on people's lives.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands quickly. Plus, it shows us that you're proactive and keen to join our team at bpha!

How to prepare for a job interview at BPHA

✨Know Your Stuff

Make sure you brush up on the latest benefit and debt legislation. Being well-versed in these areas will not only show your expertise but also demonstrate your commitment to helping residents manage their finances effectively.

✨Showcase Your Empathy

As a Money Adviser, empathy is key. Prepare examples of how you've supported clients in the past, especially those facing financial difficulties. This will highlight your ability to connect with residents and understand their unique situations.

✨Practice Your Communication Skills

Since you'll be delivering advice and training, practice explaining complex financial concepts in simple terms. This will help you convey your message clearly during the interview and show that you're customer-focused.

✨Demonstrate Team Spirit

bpha values collaboration, so be ready to discuss how you've worked with others in previous roles. Share specific examples of partnership working with stakeholders or local agencies to illustrate your ability to contribute to a team environment.

Money Adviser (Welfare Rights Officer) in York
BPHA
Location: York

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