Transactions officer jobs

Independent Age is the national charity focused on ending financial hardship in later life. We want every older person to be able to afford to live well. 

We stand with older people in financial hardship, offering urgent help today and shaping a fairer, more secure tomorrow. Our Helpline and expert advisers offer free, practical support to older people without enough money to live on. Through our grants programme, we support hundreds of local organisations working with older people across the UK. And we use the knowledge and insight gained from our services and partnerships to highlight the issues experienced by older people in poverty and campaign for change.

We would love to find individuals from all walks of life and diverse backgrounds to join us on this journey.

Responsibilities and Person Specification:

The Finance Officer (Expenditure) is a key role responsible for managing all payments made by the charity. It is a great opportunity to join a small but busy team on a temporary basis.

The role requires managing invoice approvals and processing invoices for payment in line with authority limits, maintaining supplier accounts, generating BACS payment runs to suppliers and making sure all payments are made in a timely fashion.

In addition, you will be managing payments to grantees (individuals and organisational grants), dealing with expenses and credit card queries, as well as managing the finance mailbox. The Finance Officer will also support the month end close process.

This role is a 5-month fixed term contract, starting on Tuesday 8 September 2026. It is part-time, 28 hours per week Monday-Thursday.

For full details on the role and requirements, please review the job description and person specification.  If your experience doesn’t align perfectly with all of the criteria in the person specification but you do meet most of them and are excited about the role, we encourage you to apply anyway.

What it’s like to work at Independent Age:

We celebrate diversity at Independent Age and champion the differences that make each of us unique. We actively support and encourage people from a variety of backgrounds, experiences and skill sets to join us and help shape what we do. We aim to attract and retain a wide range of talent and create an environment where everyone can feel safe, protected, welcome and included.

We offer great benefits including 28 days annual leave plus public holidays, a generous pension scheme with life assurance, and fantastic learning and development opportunities. We also offer a number of enhanced leave provisions and benefits.

We know that a good work life balance helps us perform at our best and supports wellbeing. Flexible working hours and hybrid working is standard for all (those contracted to work in the office are required to attend the office a minimum of 4 days per month). But if you need a different form of flexibility, we are always happy to talk flexible working.

With an employee engagement score of 98%, colleagues say Independent Age is a great place to work. You can find out more about what it’s like to work for us on the careers page of our website. 

Application Process:

To apply, please submit a CV and a Supporting Statement, detailing how your skills and experience meet the criteria within the Job Description and Person Specification, by visiting our jobs website.

We are committed to ensuring our recruitment process is inclusive and accessible to all. If you require any specific arrangements or adjustments to enable you to fully participate in the recruitment process, such as having the job description in a larger text format or to apply in an alternative format, please get in touch with us via the email address on the ‘Contact Us’ page on our jobs site.

To support our commitment to equity, diversity and inclusion our hiring managers use anonymous shortlisting. Please don’t include your name, photo, or any information that could indicate your gender or age in your CV and supporting statement, and don’t include your name in the title of any documents that you upload. However, please do include all dates of employment.

Independent Age is committed to safeguarding and follows Safer Recruitment practices to ensure we are safeguarding those we work with. We therefore ask that you supply your full work history with explanations for any gaps in the application documents you submit and, if offered the post, we will require two employment references including your current or most recent employer.

A Basic DBS check will be carried out for the successful candidate.

Closing Date: Sunday 23 August at 11:59pm

Interview Date: Tuesday 1 September

Start Date: Tuesday 8 September

Salary: £43,082 per annum plus opportunity to earn up to 5% performance related pay

Contract: Full-time, permanent

Location: Hale Village, London, N17

Newlon Housing Trust is a successful charitable housing association and one of the major providers of new affordable housing in north and east London.

We have an opportunity for an experienced individual to join our Homeownership Services team and manage the day-to-day functions of homeownership services and transactions. You will provide a highly proactive and customer-focused resales and staircasing service, which will include remortgages, probate enquiries, freehold/leasehold disposals, solicitor enquiries, lease extensions/variations, and repossessions/forfeitures.

With proven experience and working knowledge in property transactions, residential conveyancing and a variety of homeownership products and current housing legislation, you will have a proven track record of providing customer service to a range of customers in a housing environment, along with good administration and IT skills and good planning and organisational skills with the ability to manage a large and varied workload.

In return, you can expect 27 days holiday, a non-contributory pension, excellent benefits and a flexi scheme.  You’ll also be working out of purpose-built offices that form part of the award-winning Hale Village regeneration project, and are situated just two minutes’ walk from the major transport interchange at Tottenham Hale.

For further information and details of how to apply, please visit our website via the apply button.

Closing date: 23:59 on Tuesday 25 August 2026

Interviews will be held in person at our offices in Hale Village on Wednesday 2 September 2026

Newlon Housing Trust is a charitable housing association and a committed Equal Opportunities employer. Applicants must be eligible to work in the UK.

No agencies please.

This is an exciting opportunity to join the Education team in the Diocese of Chester in managing the DBE’s financial operations and overseeing its legal work and schools’ capital projects.

The Finance and Operations Officer is a key member of the Diocesan Education team, responsible for the financial management and operations of the company.   This also incorporates overseeing legal matters, liaising with the DBE’s lawyers, and working with our partner company on school capital projects.

The role offers hybrid working that includes working from Church House at Daresbury Park, Warrington (at least three days a week).  This is a full-time position, although part-time may be considered for the right candidate.

The job description, person specification and application form can be downloaded from the Diocesan website: please see website address in the attached documents or via the apply/redirect to recruiter button.

If you wish to have an informal conversation about this role, please contact Susan Kemp, PA to the Director of Education - contact details in the attached documents or via the apply/redirect to recruiter button.

Completed application forms should be returned by email - contact details in the attached documents or via the apply/redirect to recruiter button. 

Closing date: 16th September 2026

Interviews: 28th September 2026

Main responsibilities include (but not limited to):

- Oversee the property portfolio of church buildings and manses

- Undertake transactions related to the properties as required

- Advise local church premises management teams on their responsibilities for the buildings in their care and Trust on major repair works required to church buildings

We are looking for someone who:

- Is educated to degree level and/or holds relevant professional qualifications

- Understands the legal requirements involved in property transactions

- Has experience of the charity sector

- Has empathy with the Church

- Has experience of managing a portfolio of properties

Our charity is happy to consider a broad range of applicants for this post. The role was originally designed as a developmental opportunity to work alongside a senior Finance Consultant, who will offer training and support in delivering management accounts - with opportunity for growth in the role after 12 months. However, if you are an experienced finance professional looking for part-time work, we would also be keen to hear from you.
 

1. ABOUT UNITED BY 2022 CHARITY

United By 2022 Charity is the official legacy of the Birmingham 2022 Commonwealth Games. We’re proud champions of the West Midlands, working with communities, volunteers, young people, and employers to create opportunities, inspire pride, and tackle social challenges. With an exciting future ahead, we’re at the heart of making the region more connected, inclusive, and united.

2. JOB PURPOSE

The Finance Officer will play a key role in administering the Charity’s financial operations, and supporting the leadership team in delivering sustainable growth, and ensuring compliance with statutory requirements. This role delivers hands-on financial management, and payroll oversight.

3. KEY RESPONSIBILITIES AND ACCOUNTABILITIES

Key responsibilities include:

Financial Operations & Reporting

· Process day-to-day financial operations via Xero, ensuring accurate and timely recording of transactions.

· Administer the sales ledgers, working with other managers, to raise timely invoices and credit notes.

· Maintain strong working relationships with debtors to ensure prompt payment of invoices.

· Administer the purchase ledgers, supporting other managers, ensuring accurate accounting of invoices/other expenses. Oversee purchase order process. Maintain strong working relationships with key suppliers and internal customers.

· Maintain regulatory and professional compliance.

· Maintain robust internal controls, policies, and procedures.

· Provide administrative support to the month and year end accounts

· Support auditors with supplying documentation and administrative queries

· Produce weekly cashflow forecast.

Budgeting & Strategic Support

· Support with the preparation of annual budgeting and reforecasting processes.

· Provide financial insight and advice to the management team to inform decision-making.

· Support funding applications and grant reporting with accurate financial data.

Payroll & People Support

· Manage relationship with external payroll provider

· Prepare monthly payroll, pensions, and staff expenses for external Payroll provider, ensuring compliance with employment legislation. Staff team of 11 at present.

· Liaise with HR and external providers to ensure accurate and timely processing.

· Process PAYE, NI, and pension for timely submissions.

Systems & Process Development

· Operate finance systems (e.g., accounting software, payroll systems via BrightPay) and implement improvements.

· Ensure financial data is accurate, up-to-date, and secure.

· Streamline processes to improve efficiency and transparency.

· Support Governance & Compliance

· Help with the preparation of reports for the Finance & Audit Committee and Board of Trustees.

· Ensure adherence to charity finance regulations, SORP, and best practice.

· Act as the first point of contact for external auditors, bankers, and other stakeholders.

Reporting to the Head of Finance, and supporting our small talented highly talented Team your key tasks will be to:

· assist staff managing project finances ;

·       support the development of donor project budgets;

·       take a principlal role in supporting financial compliance;

·       support IM to fulfil its accountability to funders 

You will be part or fully qualified, with at least 4 years’ progressive experience supporting charity financial management including budget compilation, donor reports and grant management.  With excellent MS Excel skills and experience of Sage 50 and ExpenseIn or similar systems, you will have outstanding attention to detail and excellent oral and written English communication skills.

We don't just want a dyed in the wool accountant, we also want someone with great interpersonal skills. You will be dynamic and keen to move to the next stage in your career, you are a problem solver with a GSOH who thrives in a small, fast-paced high-calibre international team where everyone pitches in. A demonstrable interest in international relations and peacemaking and / or experience of working in a conflict zone and additional languages would be highly desirable.

Applicants must have the right to work in the UK

Previous applicants need not apply again.

Finance Officer (Income)
Salary: £36,000 per annum
Hours: 33.75 hours per week (Monday–Friday, 9.15am–5.00pm)
Location: Central London
Working Pattern: Hybrid – 3 days per week in the office initially, reducing to 1 day per week once established in the role
Contract: 12-Month Fixed-Term Contract (Maternity Cover)

Are you an experienced Finance Officer with strong income reconciliation skills and experience working with CRM or membership systems?

We're recruiting on behalf of a well-established professional membership organisation for a Finance Officer to join their collaborative finance team during an exciting period of systems transformation. This is an excellent opportunity for someone who enjoys working with financial data, investigating discrepancies, improving processes and taking ownership of reconciliations.
The organisation supports a large membership base and manages significant volumes of subscription and fee income, making this an ideal opportunity for someone with experience in membership, subscription or recurring income environments.

The Role

This position is predominantly focused on income accounting (70%), with a smaller purchase ledger/accounts payable element (30%).
Working closely with the Finance Leadership team, you will be responsible for managing high-volume income transactions, reconciling data across finance and CRM systems, investigating anomalies and supporting the organisation through a major CRM migration project. This is a hands-on role that would suit someone who is confident working independently, interrogating data, investigating discrepancies and identifying practical solutions.

Key Responsibilities

• Reconcile income across bank accounts, CRM and finance systems.
• Investigate and resolve reconciliation discrepancies.
• Process membership and subscription income.
• Manage direct debit collections, refunds and income allocations.
• Extract, analyse and interrogate CRM data and financial reports.
• Support the migration to a new CRM system.
• Process supplier invoices and support purchase ledger activities.
• Reconcile company credit card expenditure.
• Assist with month-end processes and finance administration.
• Maintain accurate financial and CRM records.
• Support wider finance projects and process improvements.

About You


You will be someone who enjoys working with large volumes of data and can confidently investigate issues, identify trends and propose improvements.
Experience dealing with membership fees, subscriptions, deferred income or similar recurring income streams would be highly advantageous.

Essential Skills & Experience

• Strong experience within an income-focused finance role.
• Significant experience of high-volume bank reconciliations and income reconciliations.
• Experience working with CRM, membership or customer database systems.
• Experience extracting, analysing and interrogating financial data.
• Experience reconciling transactions across multiple systems.
• Sage experience is essential.
• Strong Excel skills, including Pivot Tables and VLOOKUP/XLOOKUP.
• Purchase Ledger / Accounts Payable experience.
• Excellent attention to detail and problem-solving abilities.
• Ability to work independently and manage competing priorities.

Benefits Include

• Hybrid working with office attendance reducing to one day per week once established.
• 25 days annual leave plus bank holidays.
• Generous employer pension contribution.
• Private medical insurance.
• Employee discounts and wellbeing benefits.
• Professional development opportunities.
• Paid volunteering days.
• Supportive and collaborative team environment.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

About Us

Cabot Learning Federation is a large and diverse multi-academy trust in the South West of England that runs and supports more than 36 schools, including primary, secondary, specialist, and post-16 education settings. It serves around 18,000 students and employs over 3,000 staff.

CLF is committed to excellence and making a positive impact and our people bring unique perspectives, all driven by a shared moral purpose and a passion for making a positive impact, whether in a teaching, leadership or support role. We’re proud to foster a culture where everyone can thrive, feel valued, and make a meaningful difference to the lives of others.

The Role

CLF are seeking to recruit an experienced and visionary Financial Controller who will provide leadership capacity to the finance team as well as technical expertise.

You will be responsible for the day-to-day operations and transactions of the finance department and will lead on delivering statutory financial information

The FC will support the Finance Director to deliver the vision for finance across the Trust and ensure the output from the finance department will be accurate, timely, current and to a high standard. This role will develop and embed a culture of continuous improvement within the team and ensure the service provided to our academies and other provisions is of the highest quality requiring the establishment of key relationships with both internal and external stakeholders.

The scope of their role and responsibilities has Trust wide impact and the post holder will need to develop an in-depth knowledge of the Federation’s activities and goals. 

About You

To succeed in this role you will:

• Be a qualified accountant or QBE with substantial financial and management accounting experience.
• Have excellent verbal and written communication skills and demonstrable experience of leading and engaging with finance and other corporate functions to develop a mature and rounded service.
• Have an excellent understanding of financial and management accounting processes, financial reporting and audit planning as well as being adept at managing both your own and your team’s priorities.
• Working with the Leadership team particularly the Estates and Facilities team, Operations, IT team and HR team, you will be a strong leader able to communicate well with your peers and teams members and have resilience to adapt quickly to changing priorities and demands from internal and external stakeholders.
• Knowledge of Public Sector accounting, SORP, Charity law and VAT

In return for your hard work and dedication you will enjoy a wide variety of benefits including:

• Access to a generous pension through the Local Government Pension Scheme (LGPS).
• Generous annual leave.
• A comprehensive induction and ongoing commitment to wellbeing and career progression, through a range of training, apprenticeships and in-role/wider-trust development opportunities.
• Well-being support through an Employee Assistance Programme.
• Health benefits, including wellness sessions, gym discounts, and flu jabs.
• A range of generous family leave options, including above industry average occupational maternity pay.
• Additional benefits like cycle to work scheme, on-site parking plus many more!

We are an equal opportunities employer and welcome applications from all backgrounds.

Closing date 1st Sept ; Interview date 11th Sept

For over 50 years, SIA has supported people affected by spinal cord injury to live full and independent lives.

We are looking for a detail-focused and reliable Finance Officer to join us at an exciting point in our journey. As we are now halfway through delivering our 2030 strategy, this role offers the chance to play a hands-on part in keeping the association's finances accurate, compliant, and running smoothly.

Finance Officer
Contract: Permanent
Hours: Part-time, 16 hours per week, Monday to Friday
Location: SIA House, Milton Keynes, MK6. We offer hybrid working, with the expectation of three days per week in the office (pro-rated for part-time employees).
Salary: £30,900 per annum FTE (pro rata for 16 hours: approximately £14,126)

Thank you for your interest in joining our special charity

About Us

The Spinal Injuries Association is committed to a singular vision: a fulfilled life for everyone affected by spinal cord injury.

Everyone has a right to live a fulfilled life and that means the life they choose, a life that has the same opportunities as everyone else. We are the expert guiding voice for life after spinal cord injury.

About the role

As Finance Officer, you will play a crucial role in supporting the financial operations of the charity, ensuring the organisation can continue delivering life-changing support for individuals and families affected by spinal cord injury. Reporting to the Finance Manager, you will keep our day-to-day finances accurate and up to date, processing invoices, income, journals and payments, and supporting bank reconciliations, credit control, and year-end preparation. It is a role for someone who takes real pride in getting the detail right, and who wants their work to make a tangible difference.

What you will be doing

• Processing purchase and sales invoices, company credit cards and expenses.
• Processing income received through various channels, and investigating variances and queries.
• Processing journals and supporting payments to suppliers and petty cash transactions.
• Supporting the preparation of monthly bank reconciliations.
• Assisting with year-end accounts preparation and supporting the auditors.
• Supporting the production of the aged debtors list and helping with credit control.
• Processing transactions accurately using Dynamics 365 Business Central.
• Resolving a range of day-to-day finance queries.
• Supporting senior finance staff with other projects and tasks as required.

About you

We are looking for someone who is accurate, organised, and comfortable working with numbers:

• Proven experience in a finance or bookkeeping role, with strong numerical skills and attention to detail.
• Excellent organisational skills, with the ability to manage and prioritise a varied and busy workload.
• Proficient in the use of MS Office 365.
• Able to communicate effectively and professionally, both verbally and in writing.
• Integrity to maintain the highest of ethical standards and confidentiality of sensitive financial information.
• An analytical thinker with strong problem-solving skills.
• Experience of Dynamics 365 Business Central, and a good understanding of VAT and charity finance, are desirable but not essential.

Why join us?

• A genuinely supportive and values-led culture
• The chance to build your finance career within a well-regarded national charity
• Flexible and hybrid working options
• 28 days' annual leave (pro rata) plus bank holidays, rising to 30 (pro rata) after two years
• Group pension scheme with 6% employer contribution
• Group life assurance and healthcare cash plan
• Employee Assistance Programme and discounted gym membership
• Employee volunteer days
• Free car parking at SIA House
• Genuine investment in your development, with a dedicated budget for training and growth

This is a hybrid role, so you will be spending at least half your hours in the office at SIA House, Milton Keynes.

Please ensure your application reflects your own experience and clearly demonstrates your personal contribution. If shortlisted, you will be asked to discuss your application in detail during the selection process.

Closing date: 27 August 2026, 9am
Interview dates: 3 and 4 September 2026

Interested?

If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position.

At SIA, we value diversity. We are committed to providing an inclusive and supportive environment as we believe diversity fosters a more innovative, creative, and caring culture.

We are striving to create a culture that fully represents all the communities we serve. We are an equal opportunity employer, and all applicants will be considered for employment regardless of race, age, ethnicity, religion, sexual orientation, gender, gender identity, family or parental status, or disability status.

No agencies please.

Kingston Carers’ Network is seeking a part-time Finance Officer to support the smooth running of our charity’s finance function.

Key Responsibilities

Working closely with the CEO, Treasurer and budget holders, you will help maintain accurate financial records, process income and expenditure, reconcile bank accounts, support payroll information and contribute to financial reporting, budgeting and year-end processes.

Who we're looking for

We are looking for someone organised, accurate and values-driven, with experience of managing day-to-day finance processes in a small or medium-sized organisation. Experience of Sage or a similar accounting package is essential, and charity finance experience would be an advantage.

For full details about the role and how to apply, please download the supporting documents below or visit our website by clicking the Apply button.

Closing date: Monday 17th August 2026.

Interviews: Commencing 31st August 2026.

About us

National Energy Action (NEA) is the national fuel poverty charity. We have worked across England, Wales, and Northern Ireland for over 40 years, to ensure that everyone can afford to live in a warm, healthy home. 

Millions of households across the UK still face high energy bills, low incomes and poor energy efficiency. We work with frontline practitioners, companies, regulators and governments to support vulnerable clients, raise awareness and achieve enduring change. Our work tackles these challenges head-on, delivering practical support, influencing policy and improving lives.

Our values guide how we work every day — we make things happen, we put people first and we lead the way. These values come to life through our behaviours, including pulling together, owning the outcome and supporting one another.

Our teams are friendly, knowledgeable and passionate about what we do. We offer a supportive, rewarding workplace where you can build a meaningful career while making a real difference every day.

The Role

We are looking for a motivated and detail-focused Finance Officer to join our Support Services Directorate. You will play a key role in maintaining NEA’s financial systems, supporting accurate reporting and ensuring the organisation has the strong financial foundations needed to deliver its mission. 

This role offers an excellent opportunity to contribute to a respected national charity while developing your finance career in a supportive and collaborative environment.

What you’ll be doing

· Maintain accurate and up‑to‑date accounting records

· Process and review financial transactions, including invoices, journals and payments

· Support statutory compliance across areas such as PAYE, NI, VAT and Gift Aid

· Assist with monthly management accounts, reconciliations and annual financial statements

· Provide clear, accessible financial information to colleagues across NEA

· Contribute to improvements in financial systems, processes and controls

· Provide cover and support across the Finance Team when required

· Carry out general financial administrative tasks

Your work will directly support NEA's ability to operate effectively, meet statutory requirements and deliver high-quality services to households experiencing fuel poverty.

What you will need to succeed

You will bring:

· A minimum qualification of AAT Level 3

· Knowledge and experience of financial accounting software, Sage Payroll 50 or equivalent Payroll systems, and Microsoft Excel

· Experience of VAT, PAYE, NI and pension information/returns

· Strong organisational skills and the ability to work to strict deadlines

· The ability to communicate financial information clearly to non‑finance colleagues

· A commitment to professional development and NEA’s mission to end fuel poverty

Desirable:

· Knowledge of charity finance

· Understanding of fuel poverty and its impacts

· Experience within a support services environment

This is a hybrid role based at NEA’s Newcastle office, with a minimum of one day per week on site. 

Hybrid and home working are subject to necessary H&S and GDPR compliance checks. Post holders must be resident within the UK and be able to provide their Right to Work in the UK. 

What we offer

· £32,062 to £36,983 per annum (Levels 5-6, Points 18 – 25). New appointments will usually begin at the starting point of the scale. 

· 11½% non-contributory pension.

· 25 days annual leave plus 3 additional days between Christmas and New Year when our offices are closed.

· All public holidays.

· Flexible working arrangements including hybrid working.

· Enhanced family friendly payments.

· Employee Assistance Programme.

· Employee benefits platform.

Closing date:  12:00 noon – Monday 17 August 2026.

Interviews: Thursday 27 August 2026.

Please note that National Energy Action is not a sponsoring organisation. Therefore, the successful applicant must already possess the right to work in the UK or be able to secure the right to work in the UK independently.

Please note CVs will not be accepted as part of the application process.  No recruitment agency or advertising enquiries, please.

NEA is an equal opportunities employer. We welcome applications from all people with the necessary skills and experience. Charity Registration No. 290511.  Company Registration No:  01853927

Only shortlisted candidates selected for interview will be notified of the confirmed time and location of interview.

The Friendly Trust is a Wales-based registered charity providing specialist information, advice, and financial administration for disabled people and other vulnerable adults, and for families planning for the future of someone who may lack capacity. Our work is centred on the individual. We aim to protect people's rights, promote independence and ensure that financial arrangements support people to live the lives they choose.

Purpose of the Role

Trust Officers play a key role in delivering The Friendly Trust's services. 

The postholder will manage an allocated caseload, providing practical support, advice and financial administration to Service Users and their families. 

The role combines person-centred casework with welfare benefits, financial management, advocacy and multi-agency working. Trust Officers develop professional relationships with Service Users and use their knowledge, judgement and problem-solving skills to ensure that people's financial affairs are managed appropriately while promoting choice, independence and individual rights. 

Where a person may lack capacity to make a particular financial decision, the Trust Officer will ensure that their work reflects the principles and requirements of the Mental Capacity Act 2005 and any other relevant legal authority under which The Friendly Trust is acting. 

Key Responsibilities

Service User Support and Casework 

• Manage an allocated caseload of Service Users, taking responsibility for progressing work and responding appropriately to changing circumstances. 

• Build and maintain positive, professional relationships with Service Users, recognising their individual wishes, communication needs, abilities and circumstances. 

• Provide clear and accessible information, advice and practical support to Service Users, carers and family members on matters including welfare benefits, financial management, trusts and related issues. 

• Support Service Users to understand and participate in decisions about their finances wherever possible. 

• Promote choice, independence and control while ensuring that appropriate safeguards are maintained. 

• Meet with and visit Service Users and their families as required, including home visits and meetings with other professionals. 

• Identify concerns affecting a Service User's financial or wider wellbeing and take appropriate action, including raising safeguarding concerns where necessary. 

 

Welfare Benefits 

• Support Service Users to identify and access welfare benefits to which they may be entitled. 

• Assist with benefit claims, reviews and related correspondence. 

• Liaise with the Department for Work and Pensions, local authorities and other relevant organisations. 

• Identify apparent errors, underpayments or adverse benefit decisions and take appropriate action to resolve or challenge them. 

• Maintain and develop an appropriate working knowledge of the welfare benefits system relevant to the Trust's Service Users. 

 

Financial Administration and Appointeeship 

• Manage Service Users' day-to-day financial affairs where The Friendly Trust has been authorised to do so. 

• Act on behalf of The Friendly Trust in carrying out its responsibilities as a DWP Corporate Appointee where applicable. 

• Ensure that benefits and other income received on behalf of Service Users are used appropriately and in their interests. 

• Work with Service Users to create, implement and regularly review individual money plans and budgets. 

• Monitor income, expenditure, account balances and financial commitments. 

• Arrange payments and other financial transactions in accordance with organisational procedures and the authority under which The Friendly Trust is acting. 

• Identify and respond appropriately to changes in a Service User's financial circumstances. 

• Take reasonable steps to protect Service Users from financial abuse, exploitation and avoidable financial loss. 

• Ensure that financial decisions are properly authorised, recorded and capable of being accounted for. 

Mental Capacity and Decision-Making 

• Apply the principles of the Mental Capacity Act 2005 in relevant aspects of their work. 

• Recognise that capacity is decision-specific and should not be assumed solely because of a person's disability, diagnosis or circumstances. 

• Support Service Users to make their own decisions wherever they are able to do so. 

• Where a person lacks capacity for a particular financial decision, ensure that actions are taken in accordance with the appropriate legal authority and best-interests requirements. 

• Maintain clear records of significant decisions and the reasons for them. 

• Seek guidance from managers where a decision raises significant legal, financial, safeguarding or ethical concerns. 

Record Keeping and Compliance 

• Maintain accurate, clear, up-to-date and timely case records. 

• Use The Friendly Trust's case management and financial recording systems, including CasparGov, to record actions, decisions, financial information and outcomes. 

• Ensure that records meet organisational, legal, regulatory and UK GDPR requirements. 

• Handle personal and financial information securely and maintain appropriate confidentiality. 

• Work in accordance with relevant legislation, guidance, policies and procedures, including the Mental Capacity Act 2005, safeguarding requirements and, where applicable, Court of Protection guidance. 

Communication and Partnership Working 

• Communicate clearly, sensitively and professionally with Service Users, families, carers and professionals. 

• Adapt communication to reflect an individual's needs and level of understanding. 

• Prepare professional correspondence, including letters, emails, case records and reports. 

• Liaise effectively with organisations including the DWP, local authorities, health and social care professionals, housing providers, banks and other financial organisations. 

• Attend meetings concerning Service Users where appropriate and contribute relevant financial information and professional observations. 

• Advocate appropriately for Service Users where financial, benefit or related matters require resolution. 

Team Working 

• Work collaboratively with Trust Officers, administrative staff, managers and other colleagues. 

• Participate in the office duty rota, responding to telephone and face-to-face enquiries during designated duty sessions. 

• Provide reasonable cover for colleagues during periods of absence. 

• Share relevant knowledge and contribute positively to team discussions and problem-solving. 

• Participate in regular supervision, team meetings and organisational activities. 

Organisational Contribution and Development 

• Represent The Friendly Trust professionally when dealing with Service Users, families, external organisations and members of the public. 

• Participate in training and continuing professional development relevant to the role. 

• Maintain and develop knowledge relevant to their work, including welfare benefits, mental capacity, safeguarding and financial administration. 

• Contribute to the development and improvement of organisational policies, procedures and services. 

• Support The Friendly Trust's commitment to equality, diversity, inclusion, safeguarding and environmental sustainability. 

• Undertake other duties reasonably required by the Team Manager which are consistent with the nature and level of responsibility of the role.

Hybrid working

Following successful completion of probation, Trust Officers are able to work on a flexible hybrid basis, subject to the requirements of the service. 

Trust Officers are normally required to attend the Cardiff office for 2 x  two-hour duty sessions each week. 

Outside these duty sessions, staff have considerable flexibility regarding where they work, subject to Service User visits, meetings, training, team requirements and other operational needs. 

Person Specification

The Friendly Trust recognises that this is a specialist role and that candidates may bring relevant skills and experience from a variety of backgrounds. 

We do not expect every successful applicant to have detailed experience of every aspect of the role before joining us. Training, supervision and opportunities to develop specialist knowledge will be provided. 

Candidates should therefore consider how their transferable experience, knowledge, skills and values relate to the criteria below. 

Essential

Experience 

• Relevant experience of working with or supporting people in social care, welfare benefits, advocacy, housing, financial inclusion, community services or another related setting. 

• Experience of working with disabled people, vulnerable adults, carers or people requiring additional support. 

• Experience of managing competing tasks, responsibilities or a caseload/workload with an appropriate degree of independence. 

• Experience of maintaining accurate records and handling confidential information. 

Skills and abilities 

• Excellent interpersonal skills and the ability to establish positive professional relationships with people from a wide range of backgrounds. 

• Ability to communicate clearly and sensitively, both verbally and in writing. 

• Ability to explain potentially complex information in an accessible way. 

• Strong organisational and time-management skills. 

• Ability to prioritise work and respond appropriately when circumstances change. 

• Confidence working with figures and financial information, including budgets, income and expenditure. 

• Good problem-solving skills and the ability to exercise sound judgement. 

• Ability to work independently while recognising when advice, guidance or management involvement is required. 

• Ability to work collaboratively as part of a team and with external professionals. 

• Competent IT skills, including the ability to use Microsoft Office and learn case management and financial recording systems. 

• Level 2 qualification, or equivalent competence, in literacy and numeracy. 

Values and approach 

• A commitment to treating Service Users with dignity and respect. 

• An understanding of the importance of promoting choice, independence and individual rights. 

• An empathetic and non-judgemental approach. 

• Ability to maintain appropriate professional boundaries. 

• Commitment to equality, diversity and inclusion. 

• Understanding of the importance of confidentiality, safeguarding and accurate record keeping. 

Other requirements 

• Full driving licence and access to a car for work purposes. 

• Ability and willingness to undertake Service User visits and attend meetings as required. 

• Ability to attend the Cardiff office as required, including participation in the office duty rota. 

 

Desirable 

The following would be advantageous but are not required in every successful candidate: 

• Knowledge or practical experience of the welfare benefits system. 

• Knowledge of the Mental Capacity Act 2005 and its practical application. 

• Experience of financial administration, budgeting or managing money on behalf of another person. 

• Experience of DWP appointeeship. 

• Experience of advocacy or rights-based work. 

• Knowledge or experience of Court of Protection Deputyship, Lasting Powers of Attorney or other arrangements for managing another person's financial affairs. 

• Experience of working with people with learning disabilities, mental health needs, cognitive impairment or communication difficulties. 

• Experience of working with families and carers. 

• Experience of multi-agency working across health, social care, housing, benefits or other public services. 

• Experience of safeguarding adults. 

• Knowledge of CasparGov or comparable case management/financial administration software. 

• A relevant qualification in social work, health, social care, welfare rights, advocacy, finance or another related discipline. 

What We Offer

· A supportive, values‑driven working environment.

· Annual leave entitlement of 29 days plus bank holidays

· 6% employer contribution, with a minimum 2% employee contribution

· Opportunities for training and professional development.

· Flexible and hybrid working options (subject to service needs and probation).

· Employee wellbeing support.

Appointment and pre‑employment checks

• All offers of employment are subject to the receipt of satisfactory references. Two references will be requested, one of which should be from a current or most recent employer.
• You will need to demonstrate that you have a right to work in the UK.
• The successful candidate will be subject to an Enhanced Disclosure and Barring Service (DBS) check, due to the nature of the role and contact with vulnerable adults.
• Having a criminal record will not automatically prevent appointment. Any disclosures will be considered fairly, confidentially, and proportionately, in line with the Rehabilitation of Offenders Act 1974 and the DBS Code of Practice.

Job Title:Finance Officer - Financial Planning
Responsible To: Head of Financial Planning
Location: Home based. Opportunity of hybrid working at Head Office East Lulworth, Wareham, Dorset.
Salary:£30,000 - £38,000 (Grade 3) per annum depending upon experienceplus 8% employer pension contribution.
Hours: 37hours per week (1 FTE)
Contract:1-Year Fixed Term

Job Purpose

Reporting directly to the Head of Financial Planning you will support the planning, budgeting and monitoring process, ensuring a high standard of accurate reporting. You will work as part of the wider Finance team to provide assistance in other areas including receivables, grant administration, and year-end audit work. Your role will provide crucial capacity and support for the project to replace the finance system and review and implement new processes across Butterfly Conservation.

Main Responsibilities

1. Assist with maintenance of key reporting packs including Management accounts, Budgets, and Forecasts.
2. Assist with monitoring and reporting on Income and Expenditure.
3. Assist Grants Officer to monitor and report Income and Expenditure of Grants and Trusts.
4. Analyse, monitor and report on Project shortfalls and Chargeable services.
5. Assist with monitoring trends for profiling of income for Fundraising reports.
6. Assist in providing accurate Branch Management accounts.
7. Assist with year-end audit work including the preparation of schedules.
8. Working closely with the other Finance Officers to ensure accuracy of finance transactions and posting to be completed in a timely manner.
9. Be part of the team implementing a new Finance system and supporting processes.
10. Provide support and cover for other team members as required.

General

• Promote BC’s values (Excellence, Passionate, Inspiring, Collaborative) ensuring they are adopted in all aspects of the role.
• Undertake any other reasonable duties as required and commensurate with the grade of post.
• Undertake all duties and responsibilities in compliance with the rules and regulations encompassing equal opportunities to help foster a diverse workforce.
• Work in accordance with BC’s policies, procedures, and codes of conduct.
• Actively participate in on-going professional development activities.

Candidates must have the right to work and be resident in the UK.

We reserve the right to close the vacancy early before the advertised closing date and time.

Closing date: 1 September 2026, 12pm.

Online Interviews will be held on 16 September 2026.

REF-230 249

Main Purpose of the Role

The Duty Officer plays a key operational role in ensuring the smooth running of the Friendly Trust’s office duty function. The postholder will be the designated lead for Office Duty sessions, acting as the first point of contact for calls, visitors, and day-to-day operational queries.

The role also provides structured support to a Trust Officer managing a caseload of Service Users requiring lower levels of support, assisting with administrative casework, financial monitoring tasks, and maintaining accurate records.

This post bridges administrative and frontline service delivery functions, enabling Trust Officers to focus on complex casework while maintaining high standards of responsiveness and record keeping.

Key Responsibilities

1. Office Duty (Primary Function)

• Take responsibility for the delivery of Office Duty sessions in line with the Office Duty Procedure.
• Manage incoming telephone calls, enquiries, and visitors, ensuring all interactions are recorded accurately.
• Maintain and update the Office Duty diary, including:
  • Recording calls, visitors, and actions taken
  • Logging outstanding actions for follow-up
  • Ensuring continuity between sessions
• Use CasparGov to record duty activity promptly and accurately.

· Monitor planned and ad hoc cash collections, ensuring compliance with The Friendly Trust's policies and procedures, checking requirements, and promptly identifying and escalating any issues or discrepancies.

• Carry out cash tin checks and ensure appropriate balances for ongoing sessions.
• Liaise with the Duty Team Manager where queries require escalation.

2. Service User Support

· Support a designated Trust Officer in managing a caseload of Service Users requiring lower levels of support

• Assist with routine financial administration tasks such as:
  • Monitoring transactions and basic budgeting support
  • Preparing information for review by the Trust Officer
• Maintain accurate records of activity in line with organisational and legal requirements.
• Draft basic correspondence and follow up routine requests.

3. Administrative and Operational Support

• Provide administrative support aligned with organisational systems and processes.
• Assist with:
  • Data entry and maintaining records
  • Processing documentation and correspondence
  • Supporting internal reporting and statistics
• Contribute to efficient office systems and processes.
• Support meeting preparation or coordination where required.

4. Communication and Team Working

• Act as a professional first point of contact for Service Users, families, and external professionals.
• Work collaboratively with Trust Officers, Admin, and managers to ensure seamless service delivery.
• Escalate queries appropriately while maintaining ownership of routine enquiries.

5. Organisational Contribution

• Work in line with the Friendly Trust’s values, policies, and procedures.
• Contribute to a positive, inclusive, and supportive working environment.
• Maintain confidentiality and comply with GDPR and safeguarding requirements.
• Undertake other duties appropriate to the role.

Person Specification

Essential Skills and Experience

• Excellent verbal and written communication skills, with the ability to communicate clearly, professionally and sensitively with Service Users, family members, colleagues and external agencies.
• Strong interpersonal, telephone and customer service skills, with a friendly, approachable and professional manner.
• Proven administrative experience, with strong organisational skills and the ability to manage a varied workload effectively.
• Ability to prioritise tasks, work to deadlines, manage competing demands and respond positively to changing priorities.
• Excellent attention to detail, with the ability to maintain accurate records and manage information confidentially.
• Experience of data entry, maintaining electronic databases and record management systems.
• Competent user of Microsoft 365, including Outlook, Word, Excel and Teams, and confident using databases and other IT systems.
• Ability to work independently using initiative, as well as collaboratively within a team.
• Positive, flexible and proactive approach to work.
• Empathy, patience and the ability to work sensitively and respectfully with vulnerable people and individuals from a wide range of backgrounds.
• Commitment to equality, diversity and inclusion, professional standards, confidentiality and data protection requirements.

Desirable Skills and Experience

• Experience working within the charity, voluntary, health or social care sectors.
• Experience of handling calls, front-line enquiries, reception duties or customer-facing services.
• Knowledge of issues affecting people with learning disabilities and their families.
• Knowledge of welfare benefits, financial administration or related support services.
• Experience of using case management, CRM or client record systems.
• Knowledge of CASPAR Gov or similar case management software.
• Experience of supporting the production of reports, statistics, monitoring information or management data.
• Experience of coordinating office systems, facilities or administrative processes.
• Basic financial administration experience, including invoice processing, cash handling and record keeping.
• Knowledge of information governance and records management practices.
• Good record of punctuality, reliability and attendance.

Personal Attributes

• Professional, trustworthy and dependable.
• Solution-focused, with a willingness to learn, develop and adapt.
• Able to maintain composure and professionalism when handling sensitive or challenging enquiries.
• Committed to supporting The Friendly Trust's mission, values and person-centred approach.
• Demonstrates sound judgement, discretion and a high level of integrity.