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For Companies At a Glance
- Tasks: Support vulnerable clients with financial management and administrative tasks.
- Company: Join Appointee Services Ltd, a compassionate firm dedicated to empowering lives through finance.
- Benefits: Enjoy flexible part-time hours, travel expense reimbursement, and ongoing development opportunities.
- Why this job: Make a real impact while working in a supportive, people-first environment.
- Qualifications: 3 years in health and social care; proficiency in Microsoft Office; empathy is key.
- Other info: This role requires travel for client visits and property checks across the UK.
Overview
Due to growing client demand, Appointee Services Ltd is seeking a motivated and compassionate Finance & Welfare Support Officer to join our expanding team. If you\’re passionate about using your financial skills to improve lives, this is your chance to be part of something truly meaningful. Make a real difference through finance support for vulnerable adults with dignity, clarity, and care.
At Appointee Services Ltd, we provide specialist financial services to vulnerable adults across the UK. Acting as corporate appointees and financial deputies, we safeguard client funds, manage liabilities, and help individuals achieve personal financial goals all within a compliance-led, safeguarding-focused environment. Our work is trusted, compassionate, and purpose-driven. We don\’t just manage money we empower lives.
The Role
This is a varied and rewarding position that blends finance, administration, and client support. You\’ll be part of a close-knit team delivering high-quality services with empathy and precision.
Key Responsibilities
- Manage financial responsibilities for a caseload of vulnerable clients (budgeting, bill payments, benefits processing)
- Complete and verify financial assessments for care contributions
- Prepare documentation for deputyship, deceased estates, and client transitions
- Respond to client queries and provide front-line cover when needed
- Conduct client visits and occasional property checks
- Liaise with social workers, care providers, and external agencies
- Maintain accurate records and meet safeguarding and compliance deadlines
- Support team initiatives to improve client engagement and identify new opportunities
What We\’re Looking For
- Proficient in Microsoft Office
- Organised, reliable, and detail-oriented
- Empathetic and confident when working with vulnerable individuals
- Able to follow instructions and work independently
- A clear communicator (written and verbal)
- Knowledgeable about DWP benefits and social care systems (preferred)
- A proactive team player with a collaborative mindset
Why Join Us?
At Appointee Services Ltd, you\’ll be part of a purpose-led business that values:
- People-first service
- Integrity and excellence
- Ongoing development and support
You’ll be empowered to make a meaningful difference in the lives of clients who need your help the most.
Ready to Apply?
- Job Details
- Job Type: Part-time
- Pay: From £14.00 per hour (dependent on experience)
- Experience Required: Minimum 3 years in health and social care
- Willingness to Travel: Required for client visits and property checks
- Location: UK-based (travel expenses reimbursed where applicable)
If this sounds like the role for you, wed love to hear from you.
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Finance & Welfare Support Officer employer: TieTalent
Contact Detail:
TieTalent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance & Welfare Support Officer
✨Tip Number 1
Familiarise yourself with the specific financial and welfare support services provided by Appointee Services Ltd. Understanding their approach to safeguarding client funds and managing liabilities will help you demonstrate your alignment with their mission during interviews.
✨Tip Number 2
Network with professionals in the health and social care sector, especially those who work with vulnerable adults. This can provide you with insights into the challenges faced in this role and may even lead to valuable referrals or recommendations.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've demonstrated empathy and problem-solving skills. Being able to share specific examples of how you've supported vulnerable individuals in the past will set you apart from other candidates.
✨Tip Number 4
Stay updated on DWP benefits and social care systems, as this knowledge is preferred for the role. Consider taking a short course or attending workshops to enhance your understanding, which will show your commitment to professional development.
We think you need these skills to ace Finance & Welfare Support Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance and welfare support. Emphasise any roles where you've worked with vulnerable individuals or managed financial responsibilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping others through finance. Mention specific experiences that demonstrate your empathy and organisational skills, and explain why you want to work at Appointee Services Ltd.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Office and any knowledge of DWP benefits and social care systems. These skills are crucial for the role and should be prominently featured.
Showcase Your Communication Skills: Since clear communication is vital for this position, provide examples of how you've effectively communicated with clients or colleagues in previous roles. This could include written reports or verbal interactions.
How to prepare for a job interview at TieTalent
✨Show Your Empathy
As a Finance & Welfare Support Officer, you'll be working with vulnerable individuals. Make sure to express your understanding and compassion during the interview. Share examples of how you've supported others in challenging situations.
✨Demonstrate Financial Knowledge
Be prepared to discuss your experience with budgeting, benefits processing, and financial assessments. Highlight any relevant knowledge about DWP benefits and social care systems, as this will show your suitability for the role.
✨Highlight Organisational Skills
This role requires attention to detail and the ability to manage multiple responsibilities. Provide examples of how you've successfully organised tasks or managed a caseload in previous positions to showcase your reliability.
✨Prepare Questions
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful queries about the company's approach to client engagement or team initiatives. This shows your genuine interest in the role and the organisation.
