Financial Inclusion Specialist

4 weeks ago


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

About the Role

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

Key responsibilities include:

  • Achieving income maximisation through the completion of welfare benefits applications.
  • Providing support and advice on money management and effective budgeting.
  • Completing income and expenditure forms to support tenants in setting up affordable repayment plans for outstanding debts.
  • Assisting with welfare benefits mandatory reconsiderations and appeals.
  • Collaborating with internal and external departments and partner agencies to support tenants in managing their finances effectively.

About Us

The team works with tenants to develop financial capability and independence by offering:

  • A proactive service providing appointments to new tenants at the beginning of their tenancy.
  • Free impartial advice and support on a range of welfare benefits and tax credits.
  • Face-to-face appointments to support tenants with their welfare benefit or debt issues.
  • Assistance with housing benefit disputes and backdates.
  • Guidance and support when making benefit appeals.
  • Advice on Universal Credit.
  • Management of casework for an average of 30 households/individuals.
  • Money guidance advice and signposting to specialist agencies when necessary.
  • Provision of monthly statistics on performance and financial outcomes for those supported.

About You

The ideal candidate will have a minimum of 5 GCSEs and full in-depth knowledge of welfare benefits, with experience in providing money management and budgeting advice.

Excellent verbal and written communication skills are essential, as well as the ability to provide detailed and clear case recording.

The successful candidate will work empathetically with financially vulnerable tenants who may present with a range of support needs.

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

Citizens Advice Adviser training and knowledge of NEC/Iworld and Civica systems are desirable but not required.

Our Offer To You

We offer a supportive, friendly, and collaborative environment to grow and develop your career and skills.

A modern and flexible working environment, including Google Chromebooks and Google Apps, is provided.

Our Flexible Working - Smarter Working Scheme allows staff to work from a variety of locations and offers improved work-life balance.

Employees have access to a range of benefits, including:

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


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