Overview
Due to growing client demand, Appointee Services Ltd is seeking a motivated and compassionate Finance & Welfare Support Officer to join our expanding team. If you're passionate about using your financial skills to improve lives, this is your chance to be part of something truly meaningful. Make a real difference through finance support for vulnerable adults with dignity, clarity, and care.
At Appointee Services Ltd, we provide specialist financial services to vulnerable adults across the UK. Acting as corporate appointees and financial deputies, we safeguard client funds, manage liabilities, and help individuals achieve personal financial goals all within a compliance-led, safeguarding-focused environment. Our work is trusted, compassionate, and purpose-driven. We don't just manage money we empower lives.
The Role
This is a varied and rewarding position that blends finance, administration, and client support. You'll be part of a close-knit team delivering high-quality services with empathy and precision.
Key Responsibilities
* Manage financial responsibilities for a caseload of vulnerable clients (budgeting, bill payments, benefits processing)
* Complete and verify financial assessments for care contributions
* Prepare documentation for deputyship, deceased estates, and client transitions
* Respond to client queries and provide front-line cover when needed
* Conduct client visits and occasional property checks
* Liaise with social workers, care providers, and external agencies
* Maintain accurate records and meet safeguarding and compliance deadlines
* Support team initiatives to improve client engagement and identify new opportunities
What We're Looking For
* Proficient in Microsoft Office
* Organised, reliable, and detail-oriented
* Empathetic and confident when working with vulnerable individuals
* Able to follow instructions and work independently
* A clear communicator (written and verbal)
* Knowledgeable about DWP benefits and social care systems (preferred)
* A proactive team player with a collaborative mindset
Why Join Us?
At Appointee Services Ltd, you'll be part of a purpose-led business that values:
* People-first service
* Integrity and excellence
* Ongoing development and support
You’ll be empowered to make a meaningful difference in the lives of clients who need your help the most.
Ready to Apply?
* Job Details
* Job Type: Part-time
* Pay: From £14.00 per hour (dependent on experience)
* Experience Required: Minimum 3 years in health and social care
* Willingness to Travel: Required for client visits and property checks
* Location: UK-based (travel expenses reimbursed where applicable)
If this sounds like the role for you, wed love to hear from you.
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