At a Glance
- Tasks: Support vulnerable individuals with financial matters and promote their independence.
- Company: Join The Friendly Trust, a charity dedicated to empowering disabled people and vulnerable adults.
- Benefits: Enjoy a competitive salary, 29 days leave, flexible working, and professional development.
- Other info: Full training provided, with excellent career growth opportunities in a values-led organisation.
- Why this job: Make a real difference in people's lives while building valuable skills in a supportive environment.
- Qualifications: Experience in social care or advocacy, strong communication skills, and a passion for helping others.
The predicted salary is between 31500 - 38500 £ per year.
Financial Case Officer
Salary
£30,108 rising incrementally to £33,453
Hours
37 hours per week
Location
- Cardiff (hybrid working available following successful completion of probation)
- About The Friendly Trust
The Friendly Trust is a Wales-based charity providing specialist information, advice and financial administration services for disabled people and other vulnerable adults.
We also support families planning for the future of someone who may lack capacity to manage their own financial affairs.
Everything we do is centred on the individual.
We work to protect people's rights, promote independence and ensure financial arrangements support people to live the lives they choose.
About the Role
We are looking for a Financial
Case Officer to join our team.
This is a rewarding and varied role combining casework, welfare benefits support, financial administration, advocacy and partnership working.
You will manage a caseload of Service Users, supporting them and their families with a range of financial and practical matters while promoting choice, independence and individual rights.
You will build positive relationships with our Service Users, liaise with professionals and organisations, and ensure financial affairs are managed safely, effectively and in accordance with relevant legislation and organisational procedures.
Full training and ongoing support will be provided.
Key Responsibilities
- Manage a caseload of Service Users and respond to changing circumstances and needs.
- Provide information, advice and practical support to Service Users, carers and families.
- Support people to access welfare benefits and assist with claims, reviews and appeals where appropriate.
- Help Service Users understand and participate in decisions affecting their finances.
- Manage day-to-day financial administration where The Friendly Trust has authority to act.
- Develop and monitor budgets and money plans with Service Users.
- Liaise with external organisations including the DWP, local authorities, health and social care professionals, banks and housing providers.
- Maintain accurate case records and financial information.
- Identify and respond appropriately to safeguarding, welfare and financial concerns.
- Work in accordance with the Mental Capacity Act 2005, safeguarding requirements and organisational policies.
About You
We recognise that candidates may come from a range of backgrounds and may not have experience in every aspect of the role.
We are interested in people who can demonstrate transferable skills, relevant experience and a commitment to our values.
Essential
- Experience of supporting people within social care, welfare benefits, advocacy, housing, financial inclusion, community services or a related field.
- Experience of working with disabled people, vulnerable adults, carers or people requiring additional support.
- Ability to manage competing priorities and work independently.
- Strong communication and relationship-building skills.
- Good organisational and time-management skills.
- Ability to explain complex information clearly and accessibly.
- Confidence working with figures, budgets and financial information.
- Strong problem-solving skills and sound judgement.
- Good IT skills, including Microsoft Office.
- Understanding of the importance of dignity, respect, confidentiality and safeguarding.
- Full driving licence and access to a vehicle for work purposes.
Desirable
- Knowledge of welfare benefits.
- Knowledge of the Mental Capacity Act 2005.
- Experience of financial administration or managing money on behalf of others.
- Experience of DWP Appointeeship, advocacy or safeguarding.
- Experience of working across multiple agencies and services.
- Relevant qualification in social care, welfare rights, advocacy, finance or a related field.
What We Offer
- Salary of £30,108 rising incrementally to £33,453.
- 29 days annual leave plus bank holidays.
- Employer pension contribution of 6%.
- Flexible and hybrid working.
- Supportive and values-led working environment.
- Training and professional development opportunities.
- Employee wellbeing support.
How to Apply
Please submit your CV together with a supporting statement explaining how you meet the requirements of the role.
The Friendly Trust is committed to equality, diversity and inclusion and welcomes applications from all backgrounds.
The successful candidate will be subject to satisfactory references, an Enhanced DBS check and proof of the right to work in the UK.
Financial Case Officer in Cardiff employer: Friendly Trust Careers
The Friendly Trust is an exceptional employer, offering a supportive and values-led environment where employees can thrive while making a meaningful impact in the lives of disabled individuals and vulnerable adults. With a commitment to professional development, flexible working arrangements, and a focus on employee wellbeing, this charity fosters a culture of respect and collaboration in the heart of Cardiff, ensuring that every team member feels valued and empowered to contribute to the mission of promoting independence and safeguarding rights.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Case Officer in Cardiff
✨Get Involved Locally
Dive into local volunteer opportunities or social initiatives. This not only beefs up your CV but also connects you with like-minded folks in nonprofits. Plus, it shows your passion for social impact, which is key for getting noticed by Friendly Trust Careers.
✨Tap into Professional Networks
Join networks like the National Council for Voluntary Organisations (NCVO) or local charities to meet professionals in the sector. Attend events and workshops to build relationships and learn about potential openings at organisations like Friendly Trust Careers.
✨Showcase Your Commitment
When prepping for interviews, be ready to speak about your personal connection to social issues. Dive into specific examples of how you’ve contributed to community projects – this will resonate with the mission-driven vibe at Friendly Trust Careers.
✨Utilise Online Platforms
We’re all about making connections, so use platforms like Idealist and CharityJob to hunt for full-time roles. And of course, you should keep an eye on our website for exciting opportunities at Friendly Trust Careers. Apply directly through us to stand out!
We think you need these skills to ace Financial Case Officer in Cardiff
Some tips for your application 🫡
Show Your Passion for the Cause:In the nonprofit sector, it's super important to demonstrate genuine passion for the mission of Friendly Trust Careers. Use your cover letter to showcase any personal experiences or volunteer work that connects you to their social impact initiatives. This emotional connection can really help your application stand out.
Highlight Relevant Experience:When crafting your CV, be sure to include any relevant projects or roles that showcase your skills in social impact. Whether it's community organising, fundraising, or advocacy, highlight what you've done and the difference it's made. Don’t just list tasks; quantify your achievements and the outcomes of your efforts.
Tailor Your Documents to the Role:For a full-time role like Financial Case Officer, ensure your CV and cover letter specifically address the responsibilities outlined in the job description. Use their language to describe your skills and experience, making it easy for the hiring team to see how you fit into their vision.
Emphasise Teamwork and Collaboration:Nonprofits thrive on teamwork, so make sure to emphasise your collaborative experiences. Whether you've worked in a team setting, partnered with community organisations, or facilitated group projects, highlight these experiences in your application. Show them you understand the importance of working alongside diverse individuals to achieve shared goals.
How to prepare for a job interview at Friendly Trust Careers
✨Show Your Passion for Social Change
When we’re prepping for interviews in the nonprofit space, it's vital to demonstrate our genuine passion for social impact. Be ready to discuss not just your skills and experiences but also why you care about the mission of Friendly Trust Careers. Sharing personal stories or insights can really make us stand out.
✨Highlight Project Experience
We should focus on specific projects we've worked on that align with the goals of social impact. Whether that’s a community initiative, volunteering, or a class project, having solid examples that showcase our role and the outcomes will resonate well with the interviewers.
✨Familiarity with Relevant Tools and Practices
Let’s brush up on tools and methodologies commonly used in the nonprofit sector, like project management software or outcome measurement frameworks. Being able to speak fluently about these will show that we’re not just passionate but also knowledgeable and ready to hit the ground running.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that evaluate our problem-solving skills in real-world social issues. Think about how we’d handle challenges in the nonprofit environment and prepare stories that demonstrate our critical thinking and adaptability. Role-playing with a friend could help us feel more confident!
