At a Glance
- Tasks: Manage finances for vulnerable adults, ensuring their financial safety and security.
- Company: KDC North West, a pioneering charity with over 40 years of experience.
- Benefits: Part-time role with a competitive salary and meaningful impact on people's lives.
- Other info: Flexible hours and a supportive team environment focused on community empowerment.
- Why this job: Make a real difference in the lives of individuals while developing your finance skills.
- Qualifications: Experience in finance or customer service; training provided for the right candidate.
The predicted salary is between 26520 - 26520 € per year.
KDC North West (Charity Reg no: 1103477) is a pioneering charity with over 40 years of experience supporting individuals with disabilities. Located in Huyton, Merseyside, KDC North West specialises in empowering local people to lead independent lives through access to education, learning activities, and supportive services. Guided by a vision of inclusive communities, the organisation is committed to promoting equality, independence, and choice for all.
As a Customer Finance Officer in our Appointeeships Service, no two days are the same. You will manage the money and benefits of vulnerable adults who need support to stay financially safe and secure. You will act as their trusted appointee — making sure income is maximised, bills are paid on time, and spending is managed carefully and transparently whilst maintaining professional boundaries. This is a hands-on, operational role, communicating with customers over the phone and face to face with customers, their families, social care professionals and the DWP.
Key responsibilities:- Manage a caseload of customers under DWP appointeeship
- Set up and manage individual bank accounts
- Pay rent, care fees, utilities and other essential bills
- Complete benefit checks and make new claims where required
- Complete and sign DWP forms and report changes in circumstances
- Create and monitor simple, personalised budgets
- Arrange day to day spending money, including pre-paid cards
- Liaise with families, care providers, social workers and other professionals
- Carry out regular customer reviews
- Maintain accurate records and protect confidentiality
- Experience in financial administration, customer service or similar
- Confident working with people, numbers, systems and multiple priorities
- Understanding of the benefits system and social care
- A calm, organised approach and strong attention to detail
- A genuine interest in supporting vulnerable people
- Experience in appointeeship or benefits is helpful but not essential. Training is provided.
- A full driver’s licence and access to a car for work is preferred.
Customer Finance officer Appointeeship employer: KDC North West (Charity reg no: 1103477)
KDC North West is an exceptional employer dedicated to making a meaningful impact in the lives of individuals with disabilities. With a strong commitment to inclusivity and personal growth, employees benefit from a supportive work culture that values collaboration and community engagement. Located in Huyton, Merseyside, the charity offers flexible part-time roles, comprehensive training, and opportunities for professional development, ensuring that every team member can thrive while contributing to a noble cause.
Contact Detail:
KDC North West (Charity reg no: 1103477) Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Finance officer Appointeeship
✨Tip Number 1
Network like a pro! Reach out to people in the finance and charity sectors, especially those connected to KDC North West. A friendly chat can open doors and give you insights that job descriptions just can't.
✨Tip Number 2
Prepare for the interview by practising common questions related to financial administration and customer service. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Show your passion for supporting vulnerable people during interviews. Share personal stories or experiences that highlight your commitment to making a difference in their lives. It’s all about connecting on a human level!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Customer Finance officer Appointeeship
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Customer Finance Officer role. Highlight any relevant financial administration or customer service experience, and don’t forget to mention your understanding of the benefits system!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Share why you’re passionate about supporting vulnerable people and how your background makes you a great fit for our Appointeeship Service. Keep it personal and engaging!
Showcase Your Attention to Detail:In finance roles, attention to detail is key. Use your application to demonstrate how you’ve successfully managed finances or handled sensitive information in the past. We love candidates who can keep things organised and accurate!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our mission!
How to prepare for a job interview at KDC North West (Charity reg no: 1103477)
✨Know Your Stuff
Make sure you understand the role of a Customer Finance Officer and the specific responsibilities involved. Familiarise yourself with the benefits system and social care, as well as KDC North West's mission to support individuals with disabilities. This knowledge will help you answer questions confidently and show your genuine interest in the position.
✨Showcase Your Experience
Prepare examples from your past work that demonstrate your experience in financial administration or customer service. Think about times when you've managed multiple priorities or worked with vulnerable individuals. Relating your experiences to the job description will make you stand out as a candidate who understands the role.
✨Practice Active Listening
During the interview, listen carefully to the questions being asked. This will not only help you provide relevant answers but also show that you value the interviewer's input. If you're unsure about a question, don't hesitate to ask for clarification—this demonstrates your willingness to engage and communicate effectively.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. Inquire about the team dynamics, training opportunities, or how success is measured in the role. This shows your enthusiasm for the position and helps you determine if the organisation is the right fit for you.
