Benefits & Income Maximisation Adviser

We are looking for three Benefits & Income Maximisation Advisers to join our newly created Income Maximisation team. These vacancies are an opportunity to make a meaningful difference by supporting RBL beneficiaries facing financial hardship, helping them access the benefits, grants and financial assistance they are entitled to.

This role will see you provide high quality telephone and digital advice and guidance, empowering our beneficiaries to maximise their income, planning and manage budgets, and make informed decisions about their future.

Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.

As a Benefits & Income Maximisation Adviser, you will manage a varied caseload, providing expert advice across the full range of welfare benefits and financial support available. You will work closely with beneficiaries to identify opportunities to increase income, reduce financial pressures and access additional sources of assistance. You will stay informed about changes to welfare legislation, benefit systems and financial support schemes, ensuring your advice remains accurate, relevant and impactful.

Reporting to our new Income Maximisation Manager, key responsibilities will include:

- Provide comprehensive welfare benefits advice and support to beneficiaries experiencing financial difficulties
- Complete benefit entitlement checks and calculations, identifying opportunities to maximise income
- Advise on available grants, discretionary support and financial assistance from government bodies, local authorities, energy providers and charitable organisations
- Support beneficiaries with benefit applications, form completion and signposting to appropriate services
- Produce detailed written advice and maintain accurate case records using case management systems
- Carry out budgeting and income maximisation assessments
- Build and maintain effective relationships with internal RBL support services, partner agencies, charities and statutory organisations

You will have proven experience of providing welfare benefits advice and have an in depth knowledge of the UK benefits system, including experience in conducting benefits checks, calculations and budgeting assessments. You will have excellent communication skills, a client focused approach and the ability to build trust with people facing challenging circumstances.

These are truly rewarding opportunities where you can use your expertise to help people navigate financial challenges and improve their quality of life. You will join a supportive and collaborative UK wide, Benefits, Debt and Money Advice Service that is committed to delivering exceptional advice and making a genuine difference every day.

You will be contracted to your home address, and you will perform most of your work remotely there, with occasional travel (incl. for team meetings and training).

Employee benefits include –

- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Enhanced paid maternity, paternity and adoption leave
- Generous pension scheme with employer contributions ranging from 6% to 14%, depending on length of service
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!

For more detailed information about the role, please see the Job Description attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.

As part of our commitment to inclusion, we offer interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.

Interview Dates: virtual interviews week commencing 12th October

We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the roles. Interested candidates are encouraged to apply as soon as possible.