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Financial Inclusion Officer

Homes Plus
locationEdinburgh, UK
PublishedPublished: Published yesterday
Finance
Full time
At Places for People, we hire People, not numbers! So, if you like the sound of one of our jobs, please apply - you could be just who we're looking for! Of course, experience and track record are important, but we're more interested in hiring someone that embodies our People Promises. That's someone that does the right thing, is enthusiastic and motivated to grow, believes in Community spirit, is respectful and enjoys their work. As the UK's leading Social Enterprise we're dedicated to creating inclusive and thriving Communities for both our Customers and Employees.

So, what are you waiting for? Join a community that cares about you!

More about your role

You will provide a tailored financial inclusion service to a diverse range of customers, ensuring accuracy and an excellent experience by offering advice on welfare benefits and financial matters. You'll represent and negotiate on behalf of new customers with statutory and voluntary agencies, including Tribunal representation when needed, while sourcing funding to maximize income and support tenancy sustainment. You'll signpost and refer customers for additional support, empower them to manage their finances confidently, and keep up to date with relevant legislation and benefit changes. You'll accurately record outcomes in line with team KPIs, assist with delivering benefit-related training, and build strong partnerships with key internal and external stakeholders to enhance the service. This role will be spread over 5 days however we can be flexible on working hours.

Most of the cases you will be dealing with are remote however there will be occasions where you will be expected to conduct face to face visits to customers.

The essential and desirable Criteria for this role is listed below.

Essential
  • To be considered for this role you will need to be based in Scotland.
  • Experience with complex benefits claims, customer budgeting and knowledge of wider welfare issues.
  • Understanding of relevant legislation and welfare reform
  • Previous experience working with customers who have complex needs
Desirable
  • Housing experience
  • Experience of case management systems (ideally salesforce)
  • Ideally you will have a full driving license and access to a car
More about you

You'll bring extensive knowledge of welfare benefits, budgeting, social housing, and related welfare issues, alongside a strong understanding of relevant legislation and welfare reform. You're experienced in supporting customers with complex needs while maintaining professional boundaries and delivering a confidential, impartial, and customer-focused service Ideally, you'll have experience with Tribunal representation and preparing submissions. You will be able to manage your own caseload and prioritise last minute tasks using your initiative. You'll also have a full driving license and access to a car.

The benefits

We are a large diverse and ambitious business, which will give you all the challenge you could wish for.

We know that there's always more we can do to make you smile, that's why we offer a comprehensive benefits package with each role, yours will include:

  • Competitive salary, with a salary review yearly
  • Pension with matched contributions up to 7%
  • Excellent holiday package - up to 35 days annual leave (including bank holidays) with the option to buy or sell leave
  • Cashback plan for healthcare costs - up to £500 saving per year
  • A bonus scheme for all colleagues at 2%
  • Training and development
  • Extra perks including huge discounts and offers from shops, cinemas and much more