Friendly Trust

Careers:
Financial Case Officer

Join Us

Cardiff
(37 hours per week & flexible hybrid working)
£30,108 – £33,453

A career where advocacy, finance and social care come together

Would you like a role where your work has a direct and practical impact on people’s lives?

The Friendly Trust is looking for a compassionate, organised and motivated Financial Case Officer to join our team.

We are a Wales-based charity supporting disabled people and other vulnerable adults to manage their finances, access their rights and maintain as much choice and independence as possible.

This is not a conventional finance or social care role. It combines casework, welfare benefits, financial management, advocacy and relationship-building, giving you the opportunity to develop specialist knowledge while making a tangible difference to the people you support.

What does a Financial Case Officer do?

You’ll manage your own caseload and build professional relationships with Service Users, their families and the professionals involved in their support.

No two cases are quite the same.

During a typical week you might:

  • help someone understand and access the benefits they’re entitled to;
  • resolve a problem with the DWP or another organisation;
  • work with a Service User to develop a budget that supports the things that are important to them;
  • manage someone’s financial affairs where The Friendly Trust acts as their DWP appointee;
  • visit a Service User at home to discuss their finances and support needs;
  • work alongside social workers, support providers and other professionals;
  • help a family understand the financial options available when planning for the future of a relative; or
  • apply the principles of the Mental Capacity Act when supporting someone who may have difficulty making particular financial decisions.

It’s a varied and responsible role in which good judgement, empathy, organisation and problem-solving are just as important as technical knowledge.

Who are we looking for?

You may already work in social care, welfare benefits, advocacy, housing, financial inclusion or another role supporting people.

We’re particularly interested in people who can combine compassion with good organisation and sound judgement.

You’ll need to be comfortable communicating with a wide range of people, managing competing priorities and dealing accurately with financial information.

Experience of supporting disabled people, people with learning disabilities, people with mental health needs or other vulnerable adults would be particularly relevant.

Knowledge or experience of welfare benefits, financial administration and the Mental Capacity Act is also valuable.

A full driving licence and access to a car are required because the role involves visiting Service Users.

Don’t know everything already?

We recognise that few candidates will have experience in every aspect of this specialist role.

If you have strong transferable experience, share our values and are interested in developing your knowledge of welfare benefits, financial management and the Mental Capacity Act, we would still like to hear from you.

We provide support, training and opportunities to develop specialist knowledge as you grow into the role.

What We Offer

We want our staff to have flexibility as well as meaningful and rewarding work.

You’ll receive:

  • Starting salary of £30,108, rising incrementally to £33,453
  • 37-hour working week
  • 29 days’ annual leave plus bank holidays
  • 6% employer pension contribution, with a 2% employee contribution
  • Highly flexible hybrid working following successful completion of probation
  • Training and opportunities for continued professional development
  • Regular supervision and support
  • A supportive, values-driven working environment
  • The opportunity to develop specialist knowledge across benefits, financial management, mental capacity and related areas

Hybrid working that really is flexible.

Following successful completion of probation, Financial Case Officers are required to attend the Cardiff office for 1x two-hour duty session each week.

Outside those sessions, subject to Service User visits, meetings and the needs of the role, you have considerable flexibility over where you work.

We believe this gives staff the benefits of working collaboratively as a team while retaining genuine flexibility in how they organise their working week.

About the Friendly Trust

The Friendly Trust is a Wales-based registered charity providing specialist information, advice and financial administration for disabled people and other vulnerable adults, as well as families planning for the future of someone who may lack capacity.

Our work is about much more than managing money.

We aim to protect people’s rights, promote independence and ensure that financial arrangements support people to live the lives they choose.

Interested?

Read the full job description (which can be downloaded here).

Please send us your CV and a supporting statement explaining how your experience and skills could contribute to the Financial Case Officer role.

Salary: £30,108 – £33,453
Hours: 37 hours per week
Location: Cardiff / hybrid
Annual leave: 29 days plus bank holidays
Pension: 6% employer contribution / 2% employee contribution

Applications should be sent to:

recruitment@friendlytrust.org.uk

Closing date: 9am on 12th October 2026

Interviews: Week commencing 18th October 2026

Not sure whether your experience is the right fit?

We don’t want potentially excellent candidates to rule themselves out because they haven’t worked in exactly the same type of role before.

If you’re interested in what we do but aren’t sure whether your experience is suitable, please contact us for an informal conversation about the role by emailing recruitment@friendlytrust.org.uk

Our Commitment

The Friendly Trust is committed to equality of opportunity and welcomes applications from people of all backgrounds.

We are committed to safeguarding and safer recruitment. Appointment will be subject to satisfactory references, confirmation of the right to work in the UK and an Enhanced DBS check.