Benefits Advisor

Orange Recruitment; Cardiff; On-site; GBP 18,000 - 21,000; Part time

Job summary

An established industry player is seeking a dedicated Benefits Advisor to support older individuals in maximizing their income through benefit applications. This part-time role involves building trust with clients, providing tailored advice, and conducting home visits as needed. The ideal candidate will possess strong communication skills and a good understanding of the benefits system. Join a passionate team committed to making a difference in the community, where your contributions will directly impact the lives of older people. If you have a flexible approach and a can-do attitude, this opportunity is for you.

Qualifications

• Excellent English language skills required.
• Experience in completing benefit application forms is essential.

Responsibilities

• Provide benefit support and advice to older people.
• Build relationships with clients and external agencies.
• Set up and attend local benefit advice events.

Skills

Verbal Communication

Written Communication

Knowledge of Benefits System

IT Skills (Microsoft Office 365)

Relationship Building

Education

GCSE or Equivalent

Tools

Welfare Rights Service Database

Charity Log

Job description

Based:Cardiff

Salary: £18,779 – £20,089 per annum (Depending on experience) (£23,474 – £25,111 FTE)

Term: Fixed Term from July 1st, 2025, until July 31st, 2026

Hours: Part-time, 28 hours per week, Tuesday – Friday 9:00am-4:00pm with some flexibility for the right candidate

Age Connects Cardiff & the Vale is looking for individuals who can support older people to help them maximise their income through completing benefit checks and applications for benefit entitlement.

Although no formal qualifications are required, this role is ideally suited to someone who has knowledge and experience of benefit entitlement, particularly for older people. The Benefits Advisor will have the ability to build strong relationships and trust with clients, colleagues and other professionals. They will be expected to work independently and on their own initiative within clearly defined organizational policies and procedures.

If the above sounds like you, and you have a flexible approach to work with a can-do attitude, we would love to hear from you.

You must be able to drive and have access to a car.

If successful you will need to undergo an Enhanced DBS Check.

Age Connects Cardiff & the Vale are an equal opportunities employer.

There is no closing date for this role and the vacancy will close when a successful candidate has been appointed.

Job purpose:

The Benefits Advisor will be responsible for providing benefit support, advice and practical help in completing applications to older people in their own homes and over the telephone.

This job description outlines the key performance indicators of, and output required from the Benefits Advisor. It is not a definitive list, and the role may well change and evolve over time.

Main duties and responsibilities:

• Responsible for internal and external communication between Clients, DWP, Local Authority, Health Professionals, Family Members, Carers, and the General Public.
• Building relationships and trust with Clients to encourage the sharing of sensitive and personal information.
• Interpreting and articulating any information shared, ensuring the integrity of any application.
• Offering virtual appointments or home visits to assist with completion of benefit applications.
• Building strong relationships with other professionals and agencies in order to deliver a seamless service to Clients.
• Verifying income and documentation for external agencies.
• Provide timely, accurate and up-to-date information which may include researching qualifying benefits
• Will be responsible for setting up 3 local benefit advice events and attending community events and outreach sessions.
• Inputting monitoring information into the Welfare Rights Service Database, Charity Log, in a timely manner.
• Contribute to completing monitoring reports.
• Provide training and mentoring support to the Trainee Benefits Adviser.
• Keeping up to date with learning and development, ensuring current legislation, codes of practice and guidance are followed.
• Take part in staff meetings as and when required.
• To be responsible for your own health and safety and the health and safety of others.
• To ensure you follow the company’s policies and processes with regard to equal opportunities and discrimination.
• Undertake any other reasonable duties deemed appropriate by your manager.

Person specification:

Essential

• Educated to GCSE (or equivalent) standard and be able to demonstrate excellent English language skills
• Excellent verbal and written communication skills
• Commitment to undertake/participate in appropriate training
• Good understanding of the benefits system
• Experience of completing benefit applications forms
• Experience of working unsupervised whilst being a good team player
• Driving licence and access to a car, and be willing to travel throughout the area
• Good IT skills with knowledge of Microsoft Office 365
• Flexible approach to work and a can do attitude.
• Commitment to the aims of Age Connects Cardiff and the Vale
• Commitment to confidentiality and equal opportunities with a positive attitude to ageing

Desirable

• Collecting and collating statistical information
• Knowledge of local services available to older people
• Ability to deliver presentations
• Ability to communicate in Welsh