Money Advisor in Caerphilly

Money Advisor in Caerphilly

Caerphilly Full-Time 21.54 - 21.54 £ / hour (est.) No working from home possible
Moxie People

At a Glance

  • Tasks: Provide welfare benefit and money advice to residents facing financial difficulties.
  • Company: Moxie People collaborates with a respected social housing organisation in South Wales.
  • Benefits: Competitive hourly rate of £21.54 and immediate start available.
  • Other info: This is a temporary contract for an initial 3 months, full-time at 35 hours per week.
  • Why this job: Make a genuine difference to people's lives while working in a supportive team.
  • Qualifications: Experience as a Money Advisor or Welfare Benefits Advisor is required.

The predicted salary is between 21.54 - 21.54 £ per hour.

A temporary contract opportunity for an experienced Money Advisor in South Wales with hybrid working available at a rate of £21.54 per hour for 35 hours per week. Immediate start for an initial 3-month contract.

As part of a specialist Income and Money Advice team, you will provide practical support and advice to residents experiencing financial difficulties, helping them maximise income, understand benefit entitlements, manage debt, and improve their financial resilience.

Responsibilities will include:

  • Providing welfare benefit, budgeting, and money advice to residents and their families.
  • Supporting customers with benefit applications, appeals, and tribunal preparation.
  • Helping residents prioritise debts and identify sustainable solutions.
  • Working closely with internal teams and external agencies to achieve positive outcomes.
  • Maintaining accurate case records and management information.
  • Promoting financial inclusion and helping residents sustain their tenancies.
  • Building strong relationships with colleagues and partner organisations.

What we're looking for:

Due to current capacity pressures, this role requires someone who can quickly integrate into the team with minimal training. You’ll ideally have:

  • Previous experience working as a Money Advisor or Welfare Benefits Advisor.
  • Strong knowledge of welfare benefits, income maximisation, and money advice.
  • Experience supporting customers with benefit appeals and tribunal cases.
  • Experience working within social housing or a similar customer-focused environment.
  • Excellent communication and customer service skills.
  • Strong case management and record-keeping abilities.
  • A current DBS check (or willingness to obtain one).

Highly Desirable:

  • Experience using AdvicePro.
  • Experience using Open Housing / IBS Housing Management systems.
  • Debt advice qualification or relevant money advice accreditation.

Why apply?

  • Immediate start available.
  • Competitive hourly rate of £21.54.
  • Opportunity to make a genuine difference to people's lives.
  • Join a supportive and experienced team.
  • Meaningful work within a values-led organisation.

If you're an experienced Money Advisor available at short notice and looking for your next contract opportunity, we'd love to hear from you.

Money Advisor in Caerphilly employer: Moxie People

Join a values-led organisation focused on improving financial wellbeing in South Wales. Enjoy a competitive pay rate and the chance to work with a supportive team dedicated to making a positive impact. This role offers meaningful work within the social housing sector.

Moxie People

Contact Details:

Moxie People Recruitment Team

We think you need these skills to ace Money Advisor in Caerphilly

Welfare Benefits Knowledge
Income Maximisation
Money Advice
Benefit Applications Support
Appeals and Tribunal Preparation
Debt Management
Financial Resilience Improvement