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Financial Wellness Specialist

2 months ago

Letchworth, Hertfordshire, United Kingdom settle Full time
About the Role

We are seeking a highly skilled and compassionate Financial Wellness Specialist to join our team at settle. As a key member of our staff, you will play a vital role in delivering exceptional customer service to our residents, providing expert guidance on welfare benefits and debt management.

Key Responsibilities
  • Financial Guidance and Support: Offer residents practical help with budgeting, benefit entitlement, and debt management, empowering them to make informed decisions about their financial well-being.
  • Debt Advice and Solutions: Provide expert advice on sustainable debt solutions, helping residents to overcome financial difficulties and maintain their tenancy.
  • Benefit Applications and Support: Assist residents with applications for benefits and Discretionary Housing Payments, ensuring they receive the support they need to sustain their tenancy.
  • Onboarding and Affordability Checks: Conduct thorough affordability checks to identify support needs and affordability issues, ensuring residents are set up for success from the outset.
  • Caseload Management: Manage a complex caseload independently, prioritizing tasks and ensuring timely resolution of resident issues.
  • Communication and Record-Keeping: Effectively communicate with residents, understanding their needs and concerns, and maintain accurate records of service delivery activities.
Requirements
  • Experience and Qualifications: Recent experience in providing debt advice and a Certificate in Money Advice Practice are essential. Previous experience in the welfare and benefit sector, with knowledge of housing legislation, is also highly desirable.
  • Customer Service Skills: A passion for delivering high-quality customer care, with the ability to communicate effectively with residents in emotional and sensitive situations.
  • Attention to Detail: Demonstrate attention to detail and emotional intelligence, with the ability to manage a complex caseload and prioritize tasks effectively.
  • Driving License: A full UK driving license is required for this role.
Benefits
  • Competitive Salary: An annual salary of £31,800.
  • Flexible Working: Hybrid and flexible working options available, depending on the role.
  • Generous Leave: 27 days of annual leave, increasing to 32 days with length of service.
  • Family Leave: Enhanced maternity, paternity, and adoption leave.
  • Pension Contributions: Up to 10% from settle.
  • Healthcare Cash Plan: A healthcare cash plan for your health and wellness.
  • Flexible Benefits: Cash towards your health and wellbeing.
  • Development Opportunities: Excellent personal and professional growth opportunities.
About settle

At settle, we are committed to creating a workplace where everyone feels valued and supported. We operate a no closing date policy, and we encourage applicants from diverse backgrounds to apply. We are an inclusive employer, celebrating the differences in everyone and committed to reflecting the diversity of today's society.