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Form of work
SalaryThe Financial Inclusion Project worker is part of our Adult Support Hub working across services. It is a specialist role that provides tailored support to vulnerable adults. You will provide holistic advice and assist clients to maintain their tenancy and live independently. This will include face to face appointments, telephone, email advice and delivery of workshops.
For this role you will, undertake assessment of clients referred for support, gather information via face to face, telephone, or email appointment. Agree objectives and action plan with each client and create a housing and support plan in relation to Financial wellbeing.
Take the appropriate steps to identify issues and offer effective and relevant holistic advice and casework at an early stage.
Carry out income maximisation assessment and, analyse income and expenditure and provide personalised budgeting advice.
Provide ongoing tenancy sustainment support in relation to domestic bills, council tax, welfare benefits, and any additional financial concerns.
Support clients to access banking services through our partners at HSBC
Provide clients with practical support to equip their rented accommodation. e.g., accessing furniture projects, setting up utilities and completing charitable trust applications.
Prepare and deliver tenancy sessions about financial inclusion and sustainment of tenancy.
Assist clients to fully understand the conditions of their tenancy agreement, and support clients to set up a regular payment for rent and service charges.
Complete benefit calculations with clients to support them with ongoing changes to their circumstances.
Work closely with the DWP outreach worker to ensure that Universal Credit issues are resolved promptly and, in a client, centred manner.
Signpost or refer clients to external agencies and internal teams as and when required.
Manage your caseload and maintain detailed accurate case records. Use the case management software ( In-Form ) to track and monitor the progress of individual cases.
Produce Monthly and Quarterly Financial inclusion reports and case studies.
Keep up to date with legislation, caselaw and policies relating to housing, welfare benefits and money management and undertake appropriate training.
Undertake designated duties within the support centre as directed by the ASH Lead or Service Manager.
