Financial Inclusion Officer

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🕒 July 13

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CRA Group

WebsiteLinkedInAll Job Openings

2 - 10 employees

strategic solutions delivering exceptional outcomes

📋 Description

• Identify and assist households requiring financial intervention. • Provide non-judgmental support to residents facing financial difficulties. • Guide residents through changes in welfare benefits and financial situations. • Facilitate access to financial assistance and support services. • Help customers maximize household income through various benefits and grants. • Identify opportunities to reduce expenses and enhance financial stability. • Support housing sustainability and prevent homelessness through early intervention. • Collaborate with housing providers and support agencies to maintain accommodation. • Manage a complex caseload, develop action plans, and monitor progress. • Maintain accurate records of interventions and customer interactions. • Assess and recommend hardship funding applications. • Administer discretionary grants and financial support schemes. • Maintain case management systems and collect performance data. • Produce reports and contribute to service performance improvements. • Participate in workshops and community sessions to raise awareness of financial inclusion services.

🎯 Requirements

• Experience supporting individuals with financial hardship. • Experience managing complex caseloads in a target-driven environment. • Knowledge of welfare benefits, Universal Credit, and financial inclusion services. • Strong partnership-working and customer support experience. • GCSE English and Mathematics (Grade C/4 or above) or equivalent experience in relevant fields. • Excellent communication, organizational, and problem-solving skills. • Proficient in Microsoft Office applications.