Corporate Appointee & Finance Officer

Independent Advocacy; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A community support organization in the UK seeks a skilled Corporate Appointee & Finance Officer to manage financial affairs for vulnerable clients. This role entails financial administration, client communication, and accurate record-keeping using Xero accounting software. The ideal candidate will possess strong finance skills, attention to detail, and interpersonal skills to foster supportive relationships with clients. Join us to make a significant social impact while developing your professional skills.

Benefits

Supportive team environment

Ongoing professional development

Meaningful social impact

Qualifications

• Proficiency in Xero accounting or similar software is essential.
• Ability to process and reconcile online payments accurately is required.
• Experience of working or living with vulnerable people in a supportive or professional capacity.

Responsibilities

• Act as a corporate appointee or Deputy for clients.
• Manage client income and ensure bills are paid on time.
• Maintain accurate records and process financial transactions.

Skills

Finance skills

Attention to detail

Interpersonal skills

Numeracy skills

Literacy skills

Communication skills

Education

GCSE level or equivalent

Tools

Xero accounting software

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
• Handle sensitive and confidential information responsibly
• Follow all financial procedures, safeguarding policies and GDPR requirements
• Report discrepancies, safeguarding concerns or financial anomalies promptly
• Work collaboratively as part of the finance and support teams

What We re Looking For

We are seeking someone with strong finance skills, accuracy and attention to detail who also has the interpersonal skills and patience needed to work with vulnerable individuals.

Person SpecificationEssential Skills and Experience

• Proven proficiency in Xero accounting or similar software
• Ability to process and reconcile online payments accurately
• Strong numeracy and literacy skills (GCSE level or equivalent)
• Confident using IT systems including spreadsheets, email and online portals
• Experience of working or living with vulnerable people in a supportive or professional capacity
• Good verbal and written communication skills clear, respectful and professional
• Ability to manage sensitive personal and financial information confidentially
• High level of accuracy and attention to detail
• Organised, with the ability to prioritise workload and meet deadlines

Desirable Skills and Knowledge

• Knowledge of corporate appointeeship processes or DWP benefits
• Experience working in a charity, community or care organisation
• Understanding of safeguarding, confidentiality, and data protection

Personal Attributes

• Honest, reliable and professional
• Patient, empathetic and respectful
• Able to work independently as well as part of a team
• Committed to fairness, inclusion and supporting vulnerable people

Why Join Us?

This role offers the chance to use your finance skills to make a real difference to the lives of vulnerable people. We provide:

• A supportive and friendly team environment
• Ongoing professional development
• The opportunity to combine finance work with meaningful social impact