Trust Officer

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