Great pension
Generous holiday
Learning and Development

Money Matters Advisor

Salary £33,670 per annum plus additional benefits
Location Home-based with regular travel across Somerset
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a 37 hours per week, Permanent vacancy that will close in {x} days at {xx:xx} BST.

The role

Money Matters Advisor 

  • £33,670 per annum plus benefits. 
  • 37 hours per week Monday-Friday (Flexi-time)           
  • Home-based with regular travel across the West Somerset region, commutable to our Williton Office as home visits are in this area. 
  • Permanent Role. 
  • Closing date for applications:  27.01.26 (Midday) 

Please be aware that we are unable to provide Visa Sponsorship against this role. Applicants must already have the legal right to work and reside in the UK without the need for Employer Sponsorship.

At Magna, our vision is to create great homes together. We have ambitious plans, and are seeking creative, aspirational, and talented people to join our fast paced, adaptable, and highly collaborative environment.  

The role and what you take care of:   

Join Our Money Matters Team and Make a Real Impact! We’re excited to announce a new opportunity for a Money Matters Advisor to join our dedicated team. This is an opportunity to do meaningful work every day. In this role, you’ll provide expert welfare benefits and money advice, helping customers maximise their income, improve their financial wellbeing, and sustain their tenancies. If you’re passionate about making a positive difference and providing excellent customer service, this is your chance to do just that.  

  • You will provide comprehensive welfare benefits and money advice to customers, helping them maximise their income to afford and maintain their tenancies.   
  • Conduct home visits to customers for benefit support and assistance with application forms, liaising with Government and local organisations regarding Universal Credit, Housing Benefit and disability benefits and look at their entitlements. 
  • Ensure that related policies and procedures are implemented consistently, manage risk appropriately, and embed best practices in problem-solving and case management. 
  • Work collaboratively with your team while adhering to and aligning with Magna Values. A full Role profile is attached to this advert. 

What you need to be successful:  

  • Up to date welfare benefits knowledge and experience is advantageous. Housing, Debt or Tenancy knowledge is desirable as training will be provided. 
  • Excellent customer service skills are required and experience of dealing with vulnerable customers is advantageous. 
  • Strong ICT skills and proficiency in Microsoft Office 365 (Word, Excel, Outlook, Teams) for case recording, communication to support the delivery of high-quality welfare benefits advice and financial support services. 
  • You must have a full driving licence and the use of a vehicle with business insurance.   

This post is subject to an Enhanced Level Disclosure and Barring Service (DBS) check. 

Magna Benefits: 

We pride ourselves on providing an excellent working environment and great benefits. We look after those who work for us as we understand that without the commitment of our colleagues, we would not be able to provide the fantastic range of services to our customers.    

We offer:      

  • Pension matched up to 8%.     
  • Employee assistance & Health Care Cash Plan.    
  • Learning and Development.    
  • Company sick pay. 
  • Wellbeing Portal and Colleague Voice.  
  • Mileage and Agile working. 
  • Paid day a year to volunteer.    
  • Rental / Stamp Duty Loan and Credit Union. 
  • Discounts on entertainment, high street shops and grocery shopping. 
  • Competitive annual leave entitlement, which increases progressively with the duration of your service over the first five years.   

Our full range of benefit details can be viewed on our website under each vacancy.      

For an informal discussion about this post, please contact:   Dani Davies – Talent Acquisition Manager at: dani.davies@magna.org.uk or by mobile: 07528 974936.    

To apply please visit our website www.magna.org.uk, select Careers Tab / Current Vacancies / Role - click apply, or follow the link attached to this advert.   

Magna reserves the right to close the vacancy early should sufficient applications be received. We therefore highly recommend that you submit your application early. 

 

About us

We’re Magna Housing, a customer-centred housing association, mainly working in Dorset and Somerset (our head office is in Dorchester) with a vision to create great homes together. We want to make sure that we constantly add value to the lives of our customers, and our colleagues, and we work hard to deliver this year on year.

Our vision of “Creating Great Homes Together” is fundamental to the work we do and we have ambitious plans to be “beyond the best” over the next ten years.

Magna prides itself on being large enough to influence but small enough to care. We are on an exciting journey – one that requires agility in how the business develops over the next decade, and different, innovative ways of working as we explore new territory.

Inclusion is important to us here at Magna, and inclusion for everyone is our commitment to making long term and deep change to become an organisation known for being inclusive and welcoming for all. We won’t achieve our vision, mission or strategy without being inclusive. It is the foundation of how we work, our culture and our values and how we adjust to make sure our customer and colleague experiences are welcoming and relevant.

Our successes come through an appreciation of difference – different perspectives, experiences, thoughts, actions and skills. All of which add value and generate innovation. Embracing difference will enable us to get it right, first time, and offer the right homes in the right place for our customers.

For further information about Magna, please visit our website by clicking here.

Our benefits

Generous holiday

This means the safety of our colleagues our customers is always our main priority.

Competitive pension

This is our mindset and our team approach to putting customers at the heart of all we do.

Wellbeing support

This is about how we treat each other and how we go about our business.

Healthcare cash plan

This is about how we all take responsibility for all our actions every day.

Learning and development

This is about how we learn about each other, our customers and our business. Learning helps make sure we all do the right thing, how we challenge convention and look beyond existing boundaries.

Colleague voice

This is how we come together as #teammagna, embracing our diversity and recognising that together we can achieve outstanding results. ​

For more details on our great range of benefits, please download the attachment which can be found at the bottom of this page.

Always safe

This means the safety of our colleagues and our customers is always our main priority.

All about customers

This is our mindset and our team approach to putting customers at the heart of all we do.

Be kind

This is about how we treat each other and how we go about our business.

Own it

This is about how we all take responsibility for all our actions every day.

One team

This is how we come together as #teammagna, embracing our diversity and recognising that together we can achieve outstanding results. ​

Be curious

This is about how we learn about each other, our customers and our business. Learning helps make sure we all do the right thing, how we challenge convention and look beyond existing boundaries

Alternatively, please sign in with...

Published

Not Published

Closing

in X days

{Expiry}