Money Matters Advisor

Money Matters Advisor.

• 33670 per annum plus additional benefits.
• 37 hours per week (Mon-Fri with Flexitime)
• Permanent Role.
• Home-basedwith regular travel across Somerset.
• The closing date for applications: 27th November 2025(Midday)

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 & what you take care of:

Join our Money Matters team and make a real impact! Were 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 this role youll provide expert welfare benefits and money advice helping customers maximise their income improve their financial wellbeing and sustain their tenancies. If youre 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 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.

Applicants with transferable qualities are encouraged to apply.

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: by mobile:

To apply please visit our website select Careers Tab / Current Vacancies / Role 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.

Were 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 wont 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 clickinghere.