Welfare Benefits Advisor

1 week ago

Sunderland, Sunderland, United Kingdom Age UK Sunderland Full time

Welfare Benefits Advisor
Permanent contract

Hybrid working available

35 hours per week, £25,007 pro rata per annum

Closing date:
Tuesday 30th April 2024 at 9.00 am

Interview Date:
Friday 10th May 2024 PM


An exciting opportunity has arisen for a highly organised, self-motivated Welfare Benefits Advisor with excellent communication skills and a wide knowledge and experience of attaining welfare benefits to achieve income maximisation for older people.


A good standard of education and sound understanding of GDPR is required as well as the ability to explain complex issues whilst displaying an understanding and empathy for the needs and aspirations of older people.


At Age UK Sunderland, not only can you expect a competitive salary, generous annual leave and pension entitlement, you can also expect to be supported in your ongoing personal development and work alongside people who are passionate about supporting individuals to achieve good mental and physical wellbeing and to live life to the full.

Must drive and have access to a car for work purposes.


Income maximisation via welfare benefit entitlement plays a key role in the improvement of wellbeing in older people whilst providing tangible financial support.


The Welfare Benefit Advisor post is responsible for providing first tier advice on all welfare benefits, whilst managing a caseload of individuals.


The post holder will be responsible for the adherence of our Information & Advice Quality Programme (IAQP) and ongoing sustainment of the quality accreditation.

The post holder will also identify unpaid carers and enable access to appropriate welfare benefits.

Key Responsibilities


Provide accurate and timely advice on the entitlement of all welfare benefits, keeping up to date with changes in legislation.

Adhere to necessary administrative and information systems.


If appropriate to act on behalf of and with the permission of clients, including correspondence, filling in forms and seeking information from third parties.

To carry out home visits, deal with telephone enquiries and appointments.

To organise welfare benefit drop-ins as and when necessary on and off site.

To signpost and make referrals where appropriate to partner organisations.

To develop and maintain links with other information and advice service providers within the city of Sunderland

Complete independent file review's to monitor team and individual competency.

Participate in the quality standard process and support the sustainment of the Age UK Information and Advice Quality Programme.

Support completion of client referrals, record electronically and feedback to team members

To keep accurate records for the client database as required.

Comply with General Data Protection Regulation (GDPR) requirements at all times


The post holder must carry out duties and responsibilities with due regard to the organisations' equal opportunity policies and procedures.


The post holder must at all times respect client confidentiality and, in particular, the confidentiality of electronically stored personal data in line with the requirements of GDPR ensuring that there is no breach of confidentiality as a result of his/her actions.

The post holder must take responsibility for self-development on a continuous basis, undertaking on-the-job training as required.


The post holder must be aware of individual responsibilities under the Health and Safety at Work Act, and identify and report as necessary any untoward accident incident or potentially hazardous environment being aware of and responsible corporately and as an individual for AUKS Health and Safety policy.

The post holder will ensure they accurately represent AUKS and ensure the values of AUKS are upheld at all times in carrying out their work

The post holder must work in general accordance with the organisation's policies and guidelines at all times.

To abide by Age UK Sunderland's safeguarding policy and organisational alerter process.


This job description is intended as a guide to the main responsibilities of the post and not as an exhaustive list of duties and tasks.

The post holder may be required to undertake other duties appropriate to his/her grade, which are not listed above, at the direction of his/her manager/Director.

The job description may be amended from time to time after consultation with the post holder.

Essential Criteria

  • Qualification in Information, Advice and Guidance or extensive experience of welfare benefits.
  • Have knowledge of community care services for Older People.
  • Experience of welfare entitlements and income maximisation.
  • An understanding of vulnerable people's issues.
  • A sympathetic and helpful manner and an ability to explain complex issues patiently.
  • Ability to work autonomously and collaboratively and manage your own caseload.
  • Ability to work in a busy team environment
  • Have complete discretion and maintain confidentiality at all times.
  • Ensure stro

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