Financial Inclusion Officer

Job Title: Financial Inclusion Officer Basis: Full Time 37 Hours Type: Temp ongoing Location: Based at offices in either Kent, London or Sussex all; with hybrid working from home Start date : ASAPOur client are looking for a Financial Inclusion Officer.

Provide an efficient, friendly, responsive and proactive financial advice service for residents to help maximise income through prompt and consistent debt and benefit advice – prioritise household budgeting and payments.

Establish, develop and maintain good working relationships with colleagues and external agencies to find solutions to household budget and debt problems Job Role –

Provide a tailored service to help customers manage their finances and improve their financial capability avoiding legal action and potential eviction.

Working closely with Income/Housing Teams to review pre eviction cases ensuring appropriate support has been offered prior to action.
Provide advice and assistance to customers, helping them find solutions to difficulties with claiming benefits, multiple debts and poverty.
Work with the income team to identify customers who are entitled to claim overpayments or make appeals, attending with customers where needed, supporting them or acting as their advocate
Ensure good standards of case management are maintained on the relevant Financial Inclusion/Income and CRM computer systems, recording all notes/actions clearly, accurately and appropriately.
Respond to legal action and help customers negotiate with creditors working with debt advisers and local authorities to identify solutions.

Candidate Requirements –

Extensive knowledge of a wide range of benefits (including welfare reform) together with excellent knowledge of working an advisory role
Experience of handling case work and referring to relevant organisations
Knowledge of completing applications for benefits, grants, appeals and funding
Understanding the principals of budgeting for low income families
Knowledge of CRM system
Knowledge of ESA applications

If you are interested in this position and meet the above criteria, please send your CV now for consideration.

If you require any additional information regarding the position, please call Ryan at Service Care Solutions on 01772 208 966 or send an E-Mail to

  • Location: Croydon, England
  • Salary: £18 - £19 per hour
  • Type: Contract
  • Recruiter: Service Care Solutions Ltd
  • Posted: 10-Jan-2023
  • Posted on: