Money Advice Assistant

Caerphilly, WLS, GB, United Kingdom

Job Description

Broad purpose of the post



We are looking for someone to join our Income and Money Advice team as a Money Advice Assistant. You'll be the first point of contact for residents in financial difficulty, supporting them with things like budgeting, prioritising debt and helping to understand their benefits situation. This is a role where you can truly make a difference in the lives of people in our communities. If you're enthusiastic, non-judgemental and an excellent problem solver, we'd love to hear from you.

Temporary for 12 months Full time, 35 hours 31,923 per annum Closes 29th May 2025, 9am Interviews 5th/6th June 2025

Key Accountabilities



To triage referrals that come in to ascertain urgency, providing positive outcomes for people To administer the early stages of the money advice process in accordance with relevant policies and procedures To follow up on emergency referrals to maximise income, minimise expenditure to make sure those residents do not face those crisis situations again To gather feedback on the service provided to ensure we are providing what our residents need from us. Work proactively to accurately capture and record customer data

Essential



Experience with the welfare benefits system and the support available for people struggling financially, assisting them to apply where appropriate An understanding of Universal Credit and how managed migration will affect our residents Ability to work in a fast-paced environment, working flexibly within a team to ensure priorities are met Competent in Microsoft Office packages Communication skills which can convey information clearly and confidently, whether by telephone, face-to-face, or written enquiries and action as needed Demonstrates a thorough understanding of equality, diversity, and inclusion through specific actions and initiatives Prioritises customer satisfaction by consistently meeting or exceeding customer needs and expectations Effectively manages customer expectations by proactively communicating and educating customers, resulting in measurable improvements in customer satisfaction Builds and maintains effective networks both internally and externally, leading to quantifiable positive outcomes for stakeholders A full driving license and access to a vehicle for work purposes

Desirable



Familiar with IT databases including Open Housing Experience of using a case management system Ability to communicate in Welsh
Job Types: Full-time, Temporary
Contract length: 12 months

Pay: 31,923.00 per year

Benefits:

Company pension Flexitime
Ability to commute/relocate:

Caerphilly CF83 2AX: reliably commute or plan to relocate before starting work (required)
Work authorisation:

United Kingdom (required)
Work Location: Hybrid remote in Caerphilly CF83 2AX

Application deadline: 29/05/2025
Reference ID: UWRO0425

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Job Detail

  • Job Id
    JD3142898
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Contract
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Caerphilly, WLS, GB, United Kingdom
  • Education
    Not mentioned