Grants & Wellbeing Lead

RNBT; Portsmouth; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

29 days annual leave

Cycle to work scheme

Medicash health plan

Blue light card

Values-driven culture

Job summary

The Royal Naval Benevolent Trust in Portsmouth is seeking a Grants Executive to assess applications for financial assistance, approve grants within delegated authority, and ensure beneficiaries receive timely, compassionate support.

Collaborating with the Grants, Casework and Help teams, you will produce management information, maintain thorough records, and contribute to governance and continuous improvement across RNBT services, including reporting to Trustees and funding partners.

Responsibilities

• Process applications for financial assistance
• Assess applications and award grants in accordance with The RNBT Grant Instructions, policies and delegated financial authority
• Decline applications that fall outside The RNBT eligibility criteria
• Ensure applicants are receiving, or have been signposted to claim, all statutory benefits and financial entitlements available to them
• Monitor and administer the Family Fund Voucher Scheme
• Identify beneficiaries who would benefit from engagement with the Wellbeing Support Adviser and make appropriate referrals
• Signpost beneficiaries to partner organisations and external agencies where additional support may be available
• Conduct follow ups with signposting to ensure engagement has begun
• Maintain and regularly review deferred applications, ensuring timely follow-up and progression
• Maintain accurate, timely and comprehensive records within The RNBT’s case management systems, ensuring all decisions, financial transactions and case activity comply with governance, audit and data protection requirements
• Conduct internal audits
• Escalate complaints, compliments, letters of thanks, contentious issues or matters outside normal operating procedures at the earliest opportunity
• Identify beneficiaries who meet the criteria for Regular Charitable Payments
• Produce accurate statistical reports and management information as required to support organisational performance reporting
• Deputise for the Grants Manager and Wellbeing Support Advisor during periods of absence, operating within delegated authority
• Provide reception cover during periods of Administration Assistant absence
• Attend and represent RNBT at meetings, presentations, events and conferences as required

Job description

The Royal Naval Benevolent Trust in Portsmouth is seeking a Grants Executive to assess applications for financial assistance, approve grants within delegated authority, and ensure beneficiaries receive timely, compassionate support.

Collaborating with the Grants, Casework and Help teams, you will produce management information, maintain thorough records, and contribute to governance and continuous improvement across RNBT services, including reporting to Trustees and funding partners.