Money Matters Advisor

Job Title: Money Matters Advisor

Location: Home-based with regular travel across the West Somerset region, commutable to our Williton Office as home visits are in this area.

Salary: £33,670 per annum plus benefits.

Job Type: Full Time, Permanent - 37 hours per week Monday-Friday (Flexi-time)

Closing date for applications: 27/01/26 (Midday)

Please be aware that we are unable to provide Visa Sponsorship against this role. Applicants must already have the legal right to work and reside in the UK without the need for Employer Sponsorship.

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 and what you take care of:

Join Our Money Matters Team and Make a Real Impact! We're 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 day. In this role, you'll provide expert welfare benefits and money advice, helping customers maximise their income, improve their financial wellbeing, and sustain their tenancies. If you're 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 knowledge and experience is advantageous. 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.

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.

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

Candidates with the experience or relevant job titles of; Money Management Advisor, Financial Guidance Specialist, Personal Financial Counsellor, Budgeting Coach, Financial Wellness Coach, Debt Management Advisor, Financial Education Specialist, Financial Advisor, Financial Consultant, Financial Planner, Personal Finance Advisor, Wealth Advisor, Financial Coach, may also be considered for this role.