Vacancy: Money Specialist Contract: 7 Month Fixed Term Contract (for internal candidates this will be a secondment) Closing date: Monday 25 May Shortlisting: Tuesday 26 May Proposed Interview date: Tuesday 2 June Salary: £37,850.44 About the vacancy: We are looking for a passionate and knowledgeable Money Specialist to join our Money Matters Service, supporting residents to improve their financial wellbeing and sustain their tenancies. In this role, you'll deliver high‑quality, person‑centred money advice, helping residents maximise their income, manage budgeting and debt, and navigate welfare benefits including Universal Credit and Housing Benefit. You'll manage a varied caseload, working with residents facing differing levels of financial complexity, and provide tailored solutions that build confidence and long‑term stability. You'll work closely with Income Recovery, Housing, and Energy Advice teams, as well as external partners, to deliver holistic support and prevent arrears escalation. Using your strong technical knowledge and empathetic approach, you'll carry out financial assessments, support benefit claims and appeals, help residents access grants and charitable funds, and develop sustainable repayment plans where appropriate. This is an ideal opportunity for someone with experience in money advice, financial inclusion or welfare benefits, who is committed to excellent customer service and making a real difference in people's lives. Relevant accreditation (or willingness to work towards it) and confidence working with vulnerable customers are key, along with the ability to manage complex cases and maintain high standards of compliance and professionalism. If you're motivated by helping communities thrive through financial stability, we'd love to hear from you. Specifically, in the role you will: Money Advice & Financial Wellbeing Undertake financial risk assessments and deliver tailored specialist money advice, including budgeting, income maximisation, welfare benefits, and basic debt advice (signposting where debt advisory services are required). Independently manage a caseload, prioritising complex cases requiring specialist knowledge or tailored financial solutions. Support residents to access grants, Discretionary Housing Payments, and charitable funds. Help residents establish sustainable repayment plans for unregulated debt where appropriate. Maintain up-to-date knowledge of welfare reform, Universal Credit, Housing Benefit, debt options, and local/national support schemes. Carry out detailed income and expenditure assessments and develop sustainable budgeting or repayment plans. Ensure compliance with regulatory and professional standards of money advice professionals (e.g. FCA, GDPR etc). Income Maximisation Identify opportunities to increase household income through benefits, employment, and energy savings. Assist residents with benefit applications, Universal Credit claims, and appeals. Prepare and submit benefit applications, mandatory reconsiderations, and supporting evidence on behalf of residents. Support group sessions, workshops, or community-based financial capability activities as requested. Customer Engagement Build positive relationships with residents, providing empathetic, proactive support to residents facing financial hardship. Identify vulnerabilities and work collaboratively with internal teams and external agencies to sustain homes and ensure safeguarding and support needs are met. Deliver a customer-focused service, engaging directly with residents to understand their individual circumstances and develop affordable, sustainable repayment solutions. Carry out outbound contact via telephone, digital channels, letters, and home visits to maximise engagement with residents in or at risk of arrears. Promote Hedyn's values and commitment to equity, diversity, inclusion, and customer empowerment. Compliance & Best Practice Ensure all actions and advice comply with best practice, regulatory standards and Hedyn's policies. Maintain accurate records on digital systems, updating case notes promptly with a focus on confidentiality and an awareness of GDPR. Demonstrate safe working practices for self and others, in accordance with Hedyn's policies. Collaboration Work closely with Income Recovery, Energy Advice, and Housing teams to deliver holistic support. Build partnerships with external agencies, advice networks, and welfare organisations. Work in direct partnership with Income Recovery Specialists to ensure residents at risk of falling into arrears have access to welfare, budgeting, employment, and energy advice as needed thus preventing arrears escalation. Escalate high-risk or complex cases appropriately, working with safeguarding leads and specialist partners where necessary. Performance Achieve key performance indicators for income maximisation, arrears reduction, and customer satisfaction. Contribute to continuous service improvement initiatives, digital transformation projects, audits and process reviews. (Please refer to the attached recruitment pack for more information.) For further information about the role, please contact Application Process: We require an application form to be completed for every role. - We do not require recruitment agency support at this time - all speculative CV's will be treated as a direct application. - Your Hedyn, our comprehensive benefits package: We believe Hedyn is a great place to work and it's important to us that our people feel the same way. As well as offering varied and fulfilling careers, we want every colleague to feel appreciated. That means having the best possible benefits package, the flexibility to maintain a great work-life balance and the opportunity to achieve your full potential. We are still at the beginning of our journey. Join us to help shape it. We want you to be at your very best. Please feel free to let us know of any changes we can make at any point in the recruitment process that will help support your application. If you are looking for your next career challenge, seeking responsibility, and are passionate about delivering the best possible service, we'd love to hear from you.