Trust Officer
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The Friendly Trust is seeking a committed and experienced Trust 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:
- A minimum of 3 years’ 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
Registered Charity The client requests no contact from agencies or media sales.
