Financial Wellbeing Advisor

Financial Wellbeing Advisor

Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

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

The predicted salary is between 28800 - 43200 £ 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.

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.

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.

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 a comprehensive wellbeing programme and opportunities for professional development. Join us in our mission to build a better future for our community while enjoying a healthy work-life balance with flexible working options.
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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 for situational interview questions by thinking of examples where you've successfully influenced or communicated with stakeholders. This will showcase your interpersonal skills effectively.

✨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 requirements outlined in the job description. Explain why you are passionate about helping residents and how your background makes you a suitable candidate for this role.

Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.

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 Communication Skills

Since strong influencing and communication skills are crucial for this role, practice articulating your thoughts clearly. Consider using examples from past experiences where you've successfully communicated complex information to diverse audiences.

✨Showcase Your Teamwork Abilities

Be ready to discuss your experience working in teams, especially under pressure. Highlight specific instances where collaboration led to successful outcomes, as this will demonstrate your ability to work well with internal and external stakeholders.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your analytical skills and problem-solving abilities. Think about potential challenges you might face in the role and how you would approach them, particularly in terms of income maximisation for residents.

Financial Wellbeing Advisor
PHOENIX COMMUNITY HOUSING
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