Corporate Appointee & Finance Officer

Independent Advocacy; Royal Leamington Spa; On-site; GBP 25,000 - 35,000; Full time

Job summary

A supportive community organization in Royal Leamington Spa is seeking a skilled Corporate Appointee & Finance Officer. The role focuses on managing finances for vulnerable clients, ensuring timely payments for bills, and utilizing Xero for accurate financial record-keeping. Ideal candidates will exhibit strong financial administration skills and a commitment to supporting the community.

Qualifications

• Experience in financial administration is essential.
• Proficient in using Xero accounting software.
• Strong communication skills to liaise with clients and agencies.

Responsibilities

• Act as a corporate appointee or Deputy for clients.
• Ensure timely payment of bills and manage client income.
• Process financial transactions accurately and reconcile records.

Skills

Financial administration

Use of Xero accounting software

Clear communication

Tools

Xero

Job description

Job Description

About the Role

We are looking for a skilled and conscientious Corporate Appointee & Finance Officer to join our team.

This important role combines financial administration with the responsibility of acting as a corporate appointee or deputy , supporting vulnerable clients who are unable to manage their own financial affairs.

You will ensure that income such as welfare benefits and pension is received, bills are paid, and clients’ finances are carefully managed. You will use Xero accounting software to maintain accurate records and make secure online payments.

As part of our organisation, you will help ensure that some of the most vulnerable people in our community are supported to live safely and independently.

Key Responsibilities

• Act as a corporate appointee or Deputy for clients in line with DWP requirements
• Receive and manage client income, ensuring rent, utilities and other bills are paid on time
• Process and reconcile financial transactions accurately using Xero
• Make secure online payments and manage client budgets
• Keep accurate and up-to-date records for audits and reports
• Communicate clearly with clients, families, staff and external agencies

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