KDC North West (Charity Reg no: 1103477) is a pioneering charity with over 40 years of experience supporting individuals with disabilities. Located in Huyton, Merseyside, KDC North West specialises in empowering local people to lead independent lives through access to education, learning activities, and supportive services. Guided by a vision of inclusive communities, the organisation is committed to promoting equality, independence, and choice for all. Previously known as Knowsley Disability Concern, the charity adopted its new name in December 2024 to better represent its regional reach.
Customer Finance Officer – Appointeeship Service
Part time (20 hours per week) | Knowsley | £26,520 pro rata
Do you want a finance role where your work genuinely improves someone’s daily life?
As a Customer Finance Officer in our Appointeeships Service, no two days are the same. You will manage the money and benefits of vulnerable adults who need support to stay financially safe and secure. You will act as their trusted appointee — making sure income is maximised, bills are paid on time, and spending is managed carefully and transparently whilst maintaining professional boundaries.
This is a hands on, operational role, communicating with customers over the phone and face to face with customers, their families, social care professionals and the DWP.
Key responsibilities
* Manage a caseload of customers under DWP appointeeship
* Set up and manage individual bank accounts
* Pay rent, care fees, utilities and other essential bills
* Complete benefit checks and make new claims where required
* Complete and sign DWP forms and report changes in circumstances
* Create and monitor simple, personalised budgets
* Arrange day to day spending money, including pre paid cards
* Liaise with families, care providers, social workers and other professionals
* Carry out regular customer reviews
* Maintain accurate records and protect confidentiality
What we’re looking for
* Experience in financial administration, customer service or similar
* Confident working with people, numbers, systems and multiple priorities
* Understanding of the benefits system and social care,
* A calm, organised approach and strong attention to detail
* A genuine interest in supporting vulnerable people
Experience in appointeeship or benefits is helpful but not essential. Training is provided. A full driver’s licence and access to a car for work is preferred.
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