Financial Case Officer

The Friendly Trust is seeking a Financial Case Officer to join our team. This role offers an opportunity to make a tangible difference by supporting vulnerable people to manage their financial affairs and access their rights.

The postholder will manage a varied caseload, providing advice, financial administration, and ongoing support to Service Users and their families. This includes working with welfare benefits, budgeting, and acting as a DWP corporate appointee where appropriate.

Key responsibilities include:

• Delivering person-centred advice on welfare benefits, financial management, and related matters
• Managing Service Users' day-to-day finances, including budgeting and expenditure monitoring
• Developing and reviewing individual money management plans
• Maintaining accurate records in line with legal and regulatory requirements
• Building effective relationships with Service Users, families, and partner agencies
• Ensuring compliance with relevant legislation, including the Mental Capacity Act 2005

About you

You will bring:

• Experience in social care, advocacy, or a related field
• Experience supporting disabled people, individuals with mental health needs, or vulnerable adults
• Knowledge of welfare benefits and relevant legislation
• Strong organisational, communication, and case management skills
• Experience of financial administration and record-keeping
• A full driving licence and access to a car

About us

The Friendly Trust is a Wales-based charity providing specialist advice, financial administration, and support to people who may lack capacity and those planning for the future. We are committed to promoting independence, protecting rights, and delivering high-quality, person-centred services.

What we offer

• A supportive, values-driven working environment
• Opportunities for professional development and training
• Hybrid and flexible working (subject to probation)
• Generous leave entitlement and wellbeing support

Closing date: 9am, 12th October 2026
Interviews: Week commencing 19th October 2026

Additional information

The Friendly Trust is committed to equality of opportunity and safeguarding. All appointments are subject to satisfactory references and an Enhanced DBS check.