Financial Inclusion Specialist

Role Overview

• Join our team as a Financial Inclusion Specialist and help people build financial stability and confidence as they move forward in their recovery journey.
• Provide one-to-one support to clients experiencing mental health challenges, helping them navigate the benefits system, manage their money, and access the right support at the right time.
• Be a go-to expert on welfare benefits such as PIP, ESA, Jobseeker’s Allowance, and Universal Credit, and work with clients to explore budgeting, maximise income, and reduce financial stress.
• Assess new clients, support people in crisis, run money management workshops, and work closely with other services.
• Help improve the service by sharing ideas and client feedback.

Requirements

• Experience supporting people with mental health needs, including those in crisis or facing complex challenges
• Strong working knowledge of UK benefits and welfare entitlements
• Experience giving budgeting advice, completing benefit calculations, and challenging decisions
• Confidence managing risk and co-creating safety plans
• Strong communication and partnership skills
• A standard DBS check (paid for by Southdown)
• A full UK driving licence and access to a vehicle
• Familiarity with the principles of co-production and personalised care
• Experience facilitating financial capability workshops or training sessions
• Knowledge of employment and education pathways to help clients move forward

Benefits

• Health cost cash-back scheme: access to our health insurance scheme which covers dental, optical, physical therapies and other medical treatments with the option to add greater levels of cover.
• Interest-free loans: assistance with larger costs that arise such as tenancy deposits, season travel tickets or buying a car.
• Access to the Easit Network: discounts and incentives on train, bus and car journeys such as 15% off eligible daily and season rail tickets.
• Blue Light card: access to discount services for the social care sector with savings across thousands of online shops, restaurants, and high-street vendors.
• Free advice and counselling service: confidential emotional support and practical guidance from our independent telephone service.
• 25 days paid holiday plus bank holidays