Financial Inclusion Associate

Financial Inclusion Associate 

Working from our office in Newcastle or Durham and from home  
 

Permanent, full time (37.5 hpw) 
 

Earn £12.60 ph, £24,638 pa [pro rata] and great benefits including Health Cash Plan

 

Home, a place where you belong  

We have a brilliant job opportunity for you to join our awesome team as our Financial Inclusion Associate.

We support our customers nationally by telephone.

We maximise their income through Benefit Checks and Budgeting and help them to be more financially confident. The cost-of-living increase has had an impact on our customers’ money, and we are here to help them manage the extra costs.

Typical day as our Financial Inclusion Associate


* Engaging customers over the phone, offering them tailored advice to enhance their financial stability through supportive conversations


* Analyse and assist in maximizing customers income, guiding them through benefit checks and practical budgeting strategies.


* Work hand-in-hand with the housing management team, liaising with both internal and external stakeholders to support customers in sustaining their tenancies.


* Leading on vital campaigns, proactively reaching out to customers experiencing changing circumstances or identified needs, making a tangible positive impact. 

Fancy going home each day knowing that you have helped change our customers lives for the better? You’ll do that here, working for a top 10 Great Place to Work in the UK employer!  

You bring 


* Strong Customer Service skills having worked in a customer focused environment before and are confident and comfortable working and building relationships on the phone.


* An understanding of welfare benefits and are up to date on recent issues, and are an advocate on welfare rights.


* You have the ability to talk to others, have difficult conversations and deliver messages in positive ways.

You’re able to stay calm.

As money is a very personal subject, it can be emotive.


* The ability to lead our campaign work, so you will be responsible for proactive contact with customers whose circumstances may be changing or where there is likely an identified need. You thrive in teamwork, collaborating smoothly with stakeholders to benefit customers.


* A knack for problem-solving, swiftly devising solutions to enhance financial well-being, using your natural ability to connect with people from all walks of life to foster their confidence in managing finances.


* You are technologically savvy (or at the very least not a technophobe!) 

Due to limits on our current certificates of sponsorship, we are not able to offer sponsorship to external candidates for this role.  This remains under regular review.

Our team  

You’ll be working alongside Mark, our Financial Inclusion Manager, and the rest of our dedicated Financial Inclusion Telephonist Team.

We’re a passionate, driven group who take pride in the positive impact w...