Financial Inclusion Adviser (Temporary to 31/03/20)

We are looking to recruit a temporary Financial Inclusion Adviser to provide support to tenants and residents to enable them to maximise their income, improve their financial capability and address money and debt issues.
You should be an experienced Financial Inclusion Adviser who will work within our already established Financial Inclusion Team. It is essential that applicants have an in-depth knowledge of money advice, current welfare reform challenges and developments, fuel poverty issues and the impacts these are likely to have on tenants and residents within our communities. Full-time or Part-time will be considered.

Key Responsibilities

  1. Deliver a customer focused Financial Inclusion service to tenants and other customers with a view to maximising income, community enhancement, tenancy sustainment and signposting to any other relevant agencies for assistance.
  2. Planning and delivering financial capability development work with tenants.
  3. To be responsible for providing a holistic package of support and interventions to tenants at risk of financial exclusion.
  4. To offer specialist support and advice on all aspects of income maximisation, welfare benefit and financial (digital) capability, working on an individual and group basis.
  5. Provide a customer focused service on debt advice leading to the alleviation of debt.
  6. Record and maintain case files; noting action, follow up work and financial outcomes and to collect feedback on what tenants have learned and been able to put into practice.
  7. Promote social inclusion among tenants and other customers both directly and in liaison with others to ensure appropriate support is arranged.
  8. Represent and negotiate on behalf of tenants and other customers with appropriate statutory and voluntary agencies, including Tribunal representation as required.
  9. Plan and manage own caseload to ensure that this function is carried out efficiently and effectively and meets GDPR Guidelines and dealing with all administrative duties.
  10. Responsible for the provision of information, advice and assistance in connection with welfare benefits, consumer, employment and financial issues including financial literacy, products and services.
  11. With the guidance of the Line Manager, when required will ensure appropriate actions are taken for client groups that are vulnerable.
  12. To keep up to date with developments in financial capability/financial inclusion including attending appropriate training.
  13. Assist with and deliver benefit related training for other staff as and when required.


  • Delivery of customer focused, quality services
  • Teamwork
  • Adaptation to change
  • Ownership

Person Specification

  • Minimum of 2 years’ experience in providing Welfare Rights advice and Money advice to a diverse and often vulnerable and varied group of clients.
  • Detailed and up to date knowledge of welfare rights and benefits systems.
  • Excellent interview techniques to obtain financial and other sensitive information with a realistic approach to problem solving.
  • Methodical and accurate in updating cases/database.
  • Confident with lone working as this is undertaken in customers’ homes and with office appointments.
  • Excellent oral and written communication skills with internal and external customers.
  • Has a reasonable capacity to cope with stressful situations and to operate successfully under pressure.
  • Able to work within and contribute to different teams.
  • Openness to change and critically assessing own performance.
  • Good working knowledge of PC applications (Word, Excel, Access)
  • Commitment to continuous development by attending relevant training to keep up to date with welfare and economic reforms.
  • Full driving licence.
  • Ability to co-ordinate and manage instructions from inception to completion.
  • Interest in housing issues.
  • Awareness of regulatory frameworks and performance standards for areas of business within which BHA operates.
  • Have previously completed Welfare Rights or similar training.