Financial Inclusion Advisor

Ocean Housing; St. Austell; Hybrid; GBP 24,000 - 25,000; Full time

Benefits offered by this job

27 days annual leave

Professional membership fees paid

Sick pay (3 months full, 3 months half

Pension 4% employer

Health Cash Plan

Flu jab & wellbeing initiatives

Cycle to Work

Family-friendly policies

Agile working (office, home, local)

Job summary

Ocean Housing is seeking a Financial Inclusion Advisor to support customers in improving financial wellbeing. You will provide expert welfare benefits advice, help tenants maximise income, and collaborate with external agencies to ensure access to support.

You will deliver tailored guidance, assist those affected by welfare reform, promote financial capability and tenancy sustainment, and advocate for vulnerable customers within our Cornwall region. The role offers flexible Agile working options.

Qualifications

• GCSEs English and Maths (grades 4–9 or A–C)
• A-levels or equivalent Level 3 qualifications
• Information, Advice and Guidance qualification or equivalent experience

Responsibilities

• Deliver tailored welfare benefit and financial inclusion advice.
• Support customers affected by welfare reform.
• Promote financial capability and tenancy sustainment.
• Build strong partnerships with external agencies.
• Advocate on behalf of vulnerable customers.

Skills

Welfare benefits

Financial inclusion

Communication skills

Empathy

Education

GCSE English & Maths

A-levels / Level 3

Information, Advice & Guidance

Job description

The Vacancy

Join Our Team as a Financial Inclusion Advisor

Location: St Austell, Cornwall (Head Office) - with travel across the region
Hours: 30 hours per week (across 5 days)
Salary: £23,624.60 per annum (pro rated) (FTE £29,137.00 per annum)
Department: Customer Experience & Commercial

Are you passionate about making a difference in people's lives? Do you have a strong understanding of welfare benefits and a desire to help others achieve financial stability? If so, we'd love to hear from you!

About the Role

As a Financial Inclusion Advisor, you'll play a vital role in supporting our customers to improve their financial wellbeing. You'll provide expert advice on welfare benefits, help tenants maximise their income, and work closely with other agencies to ensure customers receive the support they need.

• Delivering tailored welfare benefit and financial inclusion advice.
• Supporting customers affected by welfare reform.
• Promoting financial capability and tenancy sustainment.
• Building strong partnerships with external agencies.
• Advocating on behalf of vulnerable customers.

What We're Looking For

We're seeking someone who is:

• Experienced in providing services to diverse customer groups.
• Knowledgeable about welfare reform and social issues.
• Emotionally intelligent, empathetic, and an excellent communicator.
• Organised, proactive, and able to manage a varied workload.
• Committed to equality, diversity, and inclusion.

Essential qualifications include:

• GCSEs (grades 4-9 or A-C) in English and Maths.
• A-levels or equivalent Level 3 qualifications.
• Information, Advice and Guidance qualification or equivalent experience.

Why Join Us?

You'll be part of a supportive team that values innovation, collaboration, and customer care. We offer:

• A meaningful role where you can make a real impact.
• Opportunities for professional development.
• A positive and inclusive working environment

Benefits

• 27 days annual leave (plus bank holidays) (pro-rated)
• Professional membership fees paid
• Occupational sick pay (3 months full pay, 3 months half pay)
• 4% employer pension contribution (includes 3x salary death in service benefit)
• Medicash Health Cash Plan (includes dental and optical)
• Flu jab & wellbeing initiatives
• Cycle to Work Scheme
• Family-friendly policies
• Agile working options (office, home, or local area)

Closing Date: Thursday 3rd of September 2026 at Midnight

Interviews to be held on Friday 11th of September 2026 Face to Face at Stennack House

We may close this vacancy early if we receive a high volume of applications-so don't wait!

The Company

Ocean Housing Ltd is a not for profit, charitable registered provider of social and affordable housing, with a stock of over 4,700 properties throughout Cornwall. We are part of the Cornwall Homechoice 'Choice Based Lettings' scheme.

At Ocean we believe affordable housing is not just about the buildings, but about the people who turn them into homes. We provide a wide range of services to our residents, helping them to make the most of their homes and the communities they live in.

Mission Statement

"To be an innovative provider of quality homes and services, with residents and staff at the heart of Ocean, and Ocean at the heart of the community."

At Ocean our vision is to be the employer of choice for Cornwall. We want to create a work environment where everyone feels like they belong, can bring their best, authentic selves to work every day and are provided with the support they need to do a great job.

Our purpose is to create a modern, dynamic and agile work environment, fit for the 21st Century and one of which all of our colleagues feel included and proud to be a part of. An environment which enables colleagues to provide quality, affordable homes and services for the people of Cornwall. We believe work is what you do, not where you go and therefore colleagues deliver their work where it best suits the need, whether that be in the office, home or around a local area or site using local facilities. Colleagues are agile and work or have meetings in any place to suit the need and task.

Benefits

• Generous Holiday Entitlement
• Healthcare Benefits
• Occupational Sick Pay Scheme
• Pension which includes Death in Service Benefit
• Family friendly
• Committed to Training and Developing our Employees
• Cycle to Work

Values

• Honest, Enthusiastic and Always Positive
• Passionate about Customer Service
• Quality and Value in all we do
• Innovative, Ambitious and Brave for the future of our Business, Customers and Communities

Gallery

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2022 Award

Winner

Best Place to Work at Cornwall Business Awards 2022

Sponsored by the Skills Hub

"This is a really challenging sector to work in and Ocean Housing Group have really gone above and beyond to support their workforce. They really show strong leadership from above in putting their employees first and the level of engagement they get from everyone in their teams is commendable, with really high number of team members taking part in surveys, consultancy and feedback. The Ocean Housing Group have also invested in the continual improvement of their staff, services and benefits to ensure that staff consistently feel invested in and valued - Well Done!"