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Financial Advisor

2 months ago

Walsall, United Kingdom Walsall Housing Group Full time
Job Title: Money Advisor

We are seeking a skilled Money Advisor to join our team at Walsall Housing Group. As a Money Advisor, you will play a vital role in supporting our customers in managing their finances and achieving their goals.

Main Responsibilities:
  • Deliver an effective and efficient money management service, providing advice on income maximisation and financial management to customers.
  • Conduct tenancy sustainability assessments for new tenancies, ensuring that our customers have the necessary support to sustain their tenancies.
  • Provide expertise as a specialist in money advice and budgeting, helping customers to make informed decisions about their finances.
  • Support customers to minimise potential risks to tenancy sustainability and refer to internal and external services, organisations, and statutory authorities as needed.
  • Provide proactive support, targeting new and potential customers with expert financial advice and guidance.
  • Ensure that policies and procedures are implemented to consistently achieve corporate objectives.
  • Work effectively with internal teams and partner agencies to provide the best support service to our customers, ensuring their income is maximised.
  • Deliver customer-focused services to our existing and potential customers, achieving key performance indicators.
Requirements:
  • Recent and relevant experience working in a money management and advisory capacity.
  • Experience of debt and welfare benefit casework, compiling income and expenditure financial statements, and dealing with customers in one-to-one situations.
  • In-depth knowledge of current legislation affecting welfare benefits, debt, and the housing sector.
  • The ability to advise and assist with applications to increase income from external sources, including charitable trusts, local authority discretionary housing payment schemes, and utility companies.
  • Experience maintaining accurate and appropriate records relating to each case, recording all activity, interventions, and outcomes.
  • The ability to drive and access to a car, as the post holder may be required to travel efficiently from location to location (preferred but not essential).
  • A customer-focused approach, with great communication skills and the ability to build excellent working relationships.
  • Competency in IT systems, with the ability to input and access data quickly and accurately using computerised software.
  • The aptitude to respond to conflicting pressures and demands with limited support and guidance while paying attention to detail.
What We Offer:
  • A competitive salary.
  • 27 days of annual leave (plus Christmas shut down).
  • Access to an annual leave purchase scheme.
  • Participation in the defined benefit Local Government Pension Scheme or a choice of another great pension scheme.
  • A health cash plan to enhance your wellbeing and claim back costs of prescriptions, eye care, dental, and complementary therapies.
  • A range of shopping and leisure discounts.
  • Structured learning and development opportunities.
  • Automatic membership of Colleague Voice.
  • A friendly workplace environment and commitment to work-life-balance.