Financial Inclusion Advisor

Job Title: Financial Inclusion Adviser (Be Wise)
Location: Homebased - Nationwide
Contract & Hours: Full time, maternity cover- October 2025- September 2026
Salary: £30,000 - £34,066 per annum pro rata

About the role:

Reporting into the Financial Inclusion Team Leader, you will provide high-quality advice and support to residents, applicants and colleagues on welfare rights, affordability, energy issues and financial inclusion. You will help maximise income by supporting residents to make benefit claims or challenge decisions, advocating with stakeholder organisations when residents are unable to pursue matters themselves, assisting residents with budgeting, and signposting to relevant debt or energy support agencies. In doing so, you will support residents to feel more secure in their homes while also helping Anchor to sustain tenancies and minimise arrears.

This role is central to Anchor’s commitment to ensuring residents can access consistent, specialist advice at every stage of their housing journey. You will also deliver training to colleagues to improve awareness of welfare benefits and build confidence in supporting residents.

Duties and responsibilities include:

• Provide advice, representation and advocacy on welfare benefits and financial inclusion in line with agreed procedures and quality standards.
• Manage a complex caseload, ensuring accurate case recording and timely outcomes.
• Support residents and colleagues to maximise income and manage affordability through benefit checks and income and expenditure assessments.
• Deliver training and guidance to colleagues on welfare benefits and financial inclusion issues.
• Contribute to Anchor maintaining its Advice Quality Standard accreditation.
• Provide generalist advice on energy efficiency, and advocate on behalf of residents who are unable to communicate independently with their utility providers to resolve disputes.
• Promote Anchor’s reputation through the provision of valued, high-quality advice.

About you

You will have:

• Specialist knowledge of welfare benefits, including entitlements, application processes and challenging decisions.
• Experience providing advice in a customer-focused environment.
• Experience supporting vulnerable people facing challenges such as poor health or low literacy.
• Experience managing a complex benefits caseload and meeting outcome targets.
• Ability to carry out income and expenditure assessments to support affordability.
• Ability to explain complex benefit issues clearly and empathetically.
• Strong written communication skills for correspondence with DWP, local authorities and appeals.
• Confidence to deliver training and guidance to colleagues.
• Good IT skills (Word, Excel, Outlook, MS Teams) to support case recording, clear communication and effective record keeping.
• Experience handling confidential information appropriately.

If you would like to learn more about Anchor's Housing Service division, please copy and paste the following link into a new web browser https://bit.ly/4d1TKke, where you will be able to find details of typical roles we recruit, as well as example role profiles.

Anchor – a great place to work

Anchor is England’s largest not-for-profit providers of care and housing for older people. Our heartfelt ambition is to transform housing and care so everyone can have a home where they love living in later life.

We’re not-for-profit which means every penny we make or save is invested in the people who live with us, the places they live and the people who work here. That means a better standard of care and customer service, better wages, more investment in training and development and improved facilities.

Our values

Every one of us can make a difference to our residents and play a part in shaping homes and services around their needs.

Our Anchor values of being Accountable, Respectful, Courageous and Honest apply to us all, whether you manage colleagues as part of your role or not.

Displaying our values can influence those around us to do the same. We can all be leaders at Anchor and should all be driven by the same customer ethos.  Our Anchor Leadership Framework helps align these values with the skills and behaviours we demonstrate.

A rewarding environment

From health and happiness to finance and your career, we’ll give you all the support you need.

Health & happiness

• Gym, fitness and wellbeing discounts
• Mental health support
• Flexible working options
• Access to online GP appointments

Finance

• Pension plan – contribute between 4% and 8% and we’ll match it or better
• Quick and easy pension transfer service
• Savings and financial advice, loans, free life assurance
• Discounts on shopping, holidays, phones, technology and more

Career

• Ongoing personal and professional development programme
• Leadership Pathways online learning resources
• Career progression and promotion opportunities

To see our full range of benefits, check out our dedicated being well website Please follow the link or copy and paste https://anchorbeingwell.co.uk/ into your browser 

Celebrating diversity, celebrating you

Anchor is proud to be an equal opportunity employer. We aim to celebrate diversity and inclusion in all that we do, as we know that the more diverse our colleagues are, the better care and support we can give to our residents and each other.  

We are proud to have an LGBT+ group for our residents, and also Disability, LGBT+ and race and ethnicity colleague networks. These work to celebrate diversity, address concerns, review policy and practice and empower their members.  We also have an Inclusive Ambassador network to allow all colleagues to be part of promoting diversity and to be an ally to others.

We are a Gold Standard Inclusive Employer, a Stonewall Diversity Champion, Menopause Friendly and a signatory to the Care Leaver Covenant, HouseProud Pledge and Age Friendly Employer Pledge schemes.