Financial Inclusion Specialist

2 weeks ago


Kingston upon Thames, Greater London, United Kingdom London Borough of Sutton Full time
About the Role

The Financial Inclusion Officer will provide a comprehensive income maximisation and money management service to Kingston Council tenants, supporting them to sustain their tenancy.

Key Responsibilities:
  • Maximise income through welfare benefits applications and appeals.
  • Offer support and advice on money management and effective budgeting.
  • Complete income and expenditure forms to establish affordable repayment plans for outstanding debts.
  • Collaborate with internal and external departments to provide holistic financial support.
About Us

The team delivers a proactive service, offering:

  • Proactive support for new tenants at the beginning of their tenancy.
  • Free, impartial advice on welfare benefits and tax credits.
  • Face-to-face appointments for welfare benefit or debt issues.
  • Assistance with housing benefit disputes and backdated payments.
  • Guidance on benefit appeals and Universal Credit.
  • Management of casework for an average of 30 households/individuals.
  • Money guidance and signposting to specialist agencies.
  • Monthly performance and financial outcomes reporting.
About You

The ideal candidate will possess a minimum of 5 GCSEs and in-depth knowledge of welfare benefits. They should be able to provide evidence of money management and budgeting advice in a previous role.

We seek candidates with excellent verbal and written communication skills, able to provide detailed case recording.

The successful candidate will work empathetically with financially vulnerable tenants, presenting a range of support needs.

Attendance at our offices in Guildhall 2, Kingston, is essential for a minimum of 2 days per week.

Citizens Advice Adviser training and knowledge of NEC/Iworld and Civica systems are desirable, but full training will be provided if required.

Our Offer To You

We value and nurture talent, offering a supportive, friendly, and collaborative environment to grow and develop your career and skills.

We provide a modern and flexible working environment, including Google Chromebooks and Google Apps, and our Flexible Working - Smarter Working Scheme allows staff to work from various locations.

Employees enjoy a range of benefits, including:

  • Generous annual leave entitlement plus bank holidays.
  • Flexi-time (for grades 1-9 only).
  • Three volunteering days per year in Sutton or Kingston.
  • Comprehensive learning and development programme.
  • Local and national discounts for shopping, eating out, and leisure activities.
  • Interest-free season ticket loans.
  • Local Government Pension Scheme.
  • Car parking scheme.
  • Bicycle loan facilities and cycle to work scheme.
  • Zip car scheme.
  • Free eye tests and contribution towards glasses.
  • Confidential wellbeing and counselling support.
  • Subsidised gym membership.


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