Money Matters Advisor

Overview

Provide welfare benefits and financial advice to improve customers' income and tenancy stability.

Key Responsibilities

• policy implementation
• risk management
• benefit advice
• home visits
• stakeholder liaison
• team collaboration

Tasks

Join our Money Matters team and make a real impact! We’re excited to announce a new opportunity for a Money Matters Advisor to join our dedicated team. This is an opportunity to do meaningful work every day. In this role, you’ll provide expert welfare benefits and money advice, helping customers maximise their income, improve their financial wellbeing, and sustain their tenancies. If you’re passionate about making a positive difference and providing excellent customer service, this is your chance to do just that. -Ensure that related policies and procedures are implemented consistently, manage risk appropriately, and embed best practices in problem-solving and case management. -You will provide comprehensive welfare benefits and money advice to customers, helping them maximise their income to afford and maintain their tenancies. -Conduct home visits to customers for benefit support and assistance with application forms, liaising with Government and local organisations regarding Universal Credit, Housing Benefit and disability benefits and look at their entitlements. -Work collaboratively with your team while adhering to and aligning with Magna Values. A full Role profile is attached to this advert.

Requirements

• driving licence
• customer service
• welfare knowledge
• office 365
• dbs check
• flexitime

What You Bring

This post is subject to an Enhanced Level Disclosure and Barring Service (DBS) check. At Magna our vision is to create great homes together. We have ambitious plans, and are seeking creative, aspirational, and talented people to join our fast paced, adaptable, and highly collaborative environment. -You must have a full driving licence and the use of a vehicle with business insurance. -Excellent customer service skills are required and experience of dealing with vulnerable customers is advantageous. -Up to date welfare benefits, Housing, Debt or Tenancy knowledge is desirable as training will be provided. -Strong ICT skills and proficiency in Microsoft Office 365 (Word, Excel, Outlook, Teams) for case recording, communication to support the delivery of high-quality welfare benefits advice and financial support services. -37 hours per week (Mon-Fri with Flexitime) -Home-based with regular travel across Somerset. -Wellbeing Portal and Colleague Voice.

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Benefits

We pride ourselves on providing an excellent working environment and great benefits. We look after those who work for us as we understand that without the commitment of our colleagues, we would not be able to provide the fantastic range of services to our customers. -Employee assistance & Health Care Cash Plan. -Rental / Stamp Duty Loan and Credit Union. -Paid day a year to volunteer. -Discounts on entertainment, high street shops and grocery shopping. -Pension matched up to 8%. -Company sick pay -Mileage and Agile working -£33,670 per annum plus additional benefits. -Competitive annual leave entitlement, which increases progressively with the duration of your service over the first five years.

About Magna Housing Ltd

-Serves more than 20,000 residents through rented, shared ownership, sheltered, and extra care schemes. -Delivers modular, all-electric homes via factory-built modern methods in collaboration with local manufacturer Rollalong, rolling out hundreds of net-zero ready units. -Typical projects include developments like Royal Manor Place, Webber’s Piece, and St Martin’s House extra-care apartments, integrating energy-efficient design and community spaces. -Combines large-scale delivery capacity with a local community focus—‘large enough to influence but small enough to care’—and invests heavily in regional, off-site construction.

Sector Specialisms

Security Clearance

-enhanced level disclosure and barring service (dbs) check required