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Trust Officer

Where

Cardiff

Type

Permanent

Salary

Annual

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

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