Financial Inclusion Officer

Financial Inclusion Officer

Maidenhead Full-Time 28193 - 32104 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help residents access benefits and improve their financial situation.
  • Company: Join a supportive team focused on financial inclusion.
  • Benefits: Flexible working, generous leave, and a great pension scheme.
  • Why this job: Make a real difference in people's lives while developing your skills.
  • Qualifications: Knowledge of welfare benefits and strong communication skills required.
  • Other info: Enjoy a dynamic work environment with opportunities for personal growth.

The predicted salary is between 28193 - 32104 £ per year.

Overview

We have an exciting opportunity for a Financial Inclusion Officer to join us! This is a part-time, permanent role with hybrid working, and a salary of £28,193 to £32,104 per annum pro rata. This is an excellent opportunity for an enthusiastic Financial Inclusion Officer to join our Benefits team.

The Role

You will be working within our Benefits team. You will be responsible for ensuring all residents have access to information for them to claim their full entitlement to Housing Benefit, Council Tax Support and Discretionary Housing Payments. You will also enable residents to apply for exemptions and discounts to reduce their Council Tax liability and assisting them in reducing Council Tax debt. You will also assist with applications for a range of other welfare benefits such as Attendance Allowance and Disability Living Allowance.

You will be able to give residents specialist advice and an awareness of wider welfare benefits and be able to refer residents to other financial support available locally and nationally so that their income is maximised. Providing financial inclusion advice to all our residents with the aim to improve their income and living standards.

Your role will involve

  • Assisting residents with the timely and accurate completion of benefit forms including Council Tax Support, exemptions and discount applications.
  • Negotiating repayment arrangements of Council Tax arrears and other debts owed to the Local Authority.
  • Offering advice and support around managing debt, such as payment plans, and attachment to earnings as well as supporting in signposting residents to debt agencies, relevant charities and organisations.

What we are looking for

  • A person with a sound knowledge of the functions, procedures and systems of Council Tax and Housing Benefit, Pension Service, DWP including Universal Credit and to be able to keep up to date with welfare benefit legislation and Government led changes.
  • An ability to communicate clearly and concisely both orally and in writing with the ability to handle sensitive and situations professionally and calmly.
  • Able to prioritise work and meet deadlines in a pressured environment.
  • An ability to work flexibly, with a proven experience of home visiting to meet customer needs and the use of a vehicle with a clean driving licence.
  • A proven track record of resolving customer issues, being proactive and acting with honesty and integrity.

What we offer

  • 32 days annual leave pro rata
  • Flexible working including a hybrid working pattern for a better work-life balance.
  • Generous Local Government Pension scheme includes life cover (3 times of annual salary); and an Additional Voluntary Contribution (AVC) scheme to enhance your pension provision.
  • Free employee parking close to the offices.
  • Give As You Earn scheme.
  • Instant Reward Scheme to recognise and reward innovative achievement.
  • Employee Assistance Programme providing counselling, advice and information.
  • Access to discounts and deals with hundreds of retailers, including discounted gym memberships and travel deals.

Interview dates: week commencing 27 October 2025

If you wish to discuss this position informally, please contact Sarah Sneyd Benefit Assessment and Social Care Finance Lead at sarah.sneyd@rbwm.gov.uk

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Financial Inclusion Officer employer: Royal Borough of Windsor and Maidenhead

Join us as a Financial Inclusion Officer and be part of a supportive work culture that prioritises employee well-being and professional growth. With flexible hybrid working arrangements, generous annual leave, and access to a comprehensive Local Government Pension scheme, we are committed to ensuring our employees thrive both personally and professionally. Our focus on financial inclusion not only empowers residents but also fosters a rewarding environment for those passionate about making a difference in the community.
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Contact Detail:

Royal Borough of Windsor and Maidenhead Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Inclusion Officer

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial inclusion space. We all know that sometimes it’s not just what you know, but who you know. Attend local events or webinars related to welfare benefits and make those valuable connections.

✨Tip Number 2

Prepare for the interview by researching common questions for Financial Inclusion Officers. We suggest practising your responses with a friend or in front of the mirror. This will help you articulate your knowledge about Council Tax and Housing Benefit clearly and confidently.

✨Tip Number 3

Showcase your problem-solving skills! During interviews, be ready to share examples of how you've resolved customer issues in the past. We want to see how you handle sensitive situations and demonstrate your proactive approach.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team and making a difference in residents' lives.

We think you need these skills to ace Financial Inclusion Officer

Knowledge of Council Tax and Housing Benefit
Understanding of welfare benefit legislation
Communication Skills
Negotiation Skills
Debt Management
Customer Service
Problem-Solving Skills
Time Management
Flexibility
Integrity
Proactive Approach
Home Visiting Experience
Driving Licence

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the role of Financial Inclusion Officer. We want to see how you can contribute to our Benefits team, so don’t hold back on showcasing your relevant knowledge!

Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, especially when it comes to your communication skills. Use simple language and avoid jargon to ensure your message is easily understood.

Show Your Passion: Let your enthusiasm for financial inclusion shine through in your application! We’re looking for someone who genuinely cares about helping residents improve their income and living standards, so share any relevant experiences that demonstrate your commitment.

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do – just follow the prompts!

How to prepare for a job interview at Royal Borough of Windsor and Maidenhead

✨Know Your Benefits Inside Out

Make sure you brush up on your knowledge of Housing Benefit, Council Tax Support, and other welfare benefits. Familiarise yourself with the latest legislation and any recent changes in government policies. This will not only help you answer questions confidently but also show your genuine interest in the role.

✨Practice Clear Communication

Since the role involves advising residents, practice articulating complex information in a simple and clear manner. You might want to role-play common scenarios with a friend or family member to get comfortable with explaining sensitive topics professionally and calmly.

✨Demonstrate Problem-Solving Skills

Prepare examples from your past experiences where you've successfully resolved customer issues or helped someone navigate financial difficulties. Highlight your proactive approach and how you maintained honesty and integrity throughout the process.

✨Show Flexibility and Adaptability

Be ready to discuss how you've managed your time and prioritised tasks in a pressured environment. Share instances where you've had to adapt to changing circumstances, especially in home visits or when working remotely, to meet customer needs effectively.

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