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Money Advice Assistant

CAPTION: Job details

• Posting date: 20 May 2025
• Salary: £31,923.00 per year
• Hours: Full time
• Closing date: 29 May 2025
• Location: Caerphilly, Caerphilly County
• Remote working: Hybrid - work remotely up to 2 days per week
• Company: United Welsh
• Job type: Temporary
• Job reference:

Summary

We are looking for a good listener, communicator and problem-solver to join our Income and Money Advice team as a Money Advice Assistant, and help residents experiencing financial difficulties with everything from budgeting to benefits.

Essential shortlisting criteria

• 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 shortlisting criteria

• Familiar with IT databases including Open Housing
• Experience of using a case management system
• Ability to communicate in Welsh

Requirements within the essential criteria of the Personal Requirements will be used for shortlisting purposes. However, all of the criteria will be considered in the process of making an appointment.

To apply for the role, please send your CV and Covering Letter to jobs@unitedwelsh.com by the closing date. Within your Covering Letter, please demonstrate how you meet the essential criteria in no more than 1000 words.

Proud member of the Disability Confident employer scheme

Disability Confident

About Disability Confident

A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people.

• 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 shortlisting criteria -
• Familiar with IT databases including Open Housing
• Experience of using a case management system
• Ability to communicate in Welsh, Disability Confident
About Disability Confident A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to .