Come and make a difference at Karbon as a Financial Wellbeing Advisor

We are looking to appoint a suitably qualified and experienced individual for the role of Financial Wellbeing Advisor in the Money Matters Team. The Money Matters team works with our customers to maximise income and reduce expenditure, through expert benefits and money advice.

About the role
This is a full time, permanent role, working within a large and busy advice service. The successful candidate will provide accurate advice needs assessments for customers, providing one off advice where able and triaging more complex advice needs for referrals to caseworkers within the team. The role is varied and includes completing benefit checks, financial wellbeing advice, support in a crisis, applications for discretionary awards and other advice work.

About you
You will be able to demonstrate experience of providing welfare benefits advice, assessing entitlement to means tested and non-means tested benefits and providing telephone assistance to claim where necessary. You’ll also be able to demonstrate experience of money guidance, working through personal budgets to identify savings and identifying the need for specialist advice. You’ll be professional, engaging, non-judgmental and dedicated to helping others and to your own learning and development.

About our team
The successful candidate will work in our Money Matters team led by the Lee Forrest, Money Matters Manager. If you require further information about the role, please contact Lee Forrest, 0191 223 8324.

Key Information
It’s important to us that everyone feels fairly rewarded for the work they do. We offer a competitive and comprehensive benefits package that supports the wellbeing of our people.

Financial Wellbeing Advisor – permanent role

Salary is £27,162 per annum (pending pay review)

Location: Flexible depending on candidate

Regular travel will be required

37 hours per week with some homeworking available/flexible working

We recognise the contribution people with criminal records can make as colleagues and we welcome all applications. A criminal record will not exclude a candidate from being appointed because of offences that are irrelevant to, and do not place them at, or make them a risk in the role they’re applying for.

The role you're applying for is covered by the Rehabilitation of Offenders Act 1974 (ROA). The successful candidate(s) will be asked to submit a basic disclosure and barring check application during pre-employment checks.

Enjoy great benefits
We provide a generous benefits package including 26 days annual leave on commencement rising to 31 days after 3 years’ service, birthday leave, occupational pension and a health cash plan, with the option of a flexible pot towards enhanced benefits.

We also provide our colleagues with the opportunity to apply for qualification funding on a range of courses, conferences, and other learning events.

If this sounds like the role for you then please apply through the Karbon Homes website – https://www.karbonhomes.co.uk/careers/

Important dates

Closing date for applications

Sunday 18 May 2025

We reserve the right to close this advertisement early if we receive a high volume of suitable applications. Please apply early to ensure you are considered for the post.

Interview date

To be confirmed

We are committed to equality and diversity and are an inclusive employer. We welcome applications from people of all ages, disability/non-disability, ethnicities, genders, religions, sexualities, transgender status, and cultural backgrounds.  Any candidate with a disability who meets the essential criteria for the post will be guaranteed an interview.

If you need a reasonable adjustment to apply for any of our career opportunities, then please contact recruitment@karbonhomes.co.uk