Friendly Trust
Cardiff, South Glamorgan
Job Title: Trust Officer Salary: £30,108 rising to £33,453 increasing incrementally on your work anniversary Reports to: Team Manager Location: Cardiff with hybrid working options (subject to successful completion of probation) 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, and for families planning for the future of someone who lacks capacity. We work to uphold rights, promote independence, and ensure that people are supported to live the lives they choose. Purpose of the Role The Trust Officer plays a key frontline role in delivering high-quality advice, financial administration, and ongoing casework support to Service Users and their families. The postholder will manage an allocated caseload, ensuring that service users' property, financial affairs, and welfare benefits are administered lawfully, accurately, and in their best interests, in line with relevant legislation and The Friendly Trust's values and procedures. Key Responsibilities Client Support and Casework Provide clear, accessible advice and ongoing support to Service Users, carers, and family members on welfare benefits, financial management, wills, trusts, and related matters. Build and maintain positive, professional relationships with Service Users, acting in a person-centred, strengths-based, and rights-focused way. Meet with and visit Service Users and families as required, including home visits and meetings with external professionals. Financial Administration and Appointeeship Act as Department for Work and Pensions (DWP) Corporate appointee where required, ensuring the correct receipt and use of benefits in the best interests of Service Users. Manage Service Users' day-to-day finances where required, including budgeting, monitoring income and expenditure. Create, implement, and regularly review individual money plans, adjusting them in response to changing needs and circumstances. Record Keeping and Compliance Maintain accurate, up-to-date, and timely case records in line with organisational procedures, legal requirements, and UK GDPR. Use case management and financial recording systems (CasparGov) to document actions, decisions, and outcomes. Ensure all work reflects current legislation including the Mental Capacity Act 2005, Court of Protection guidance, and safeguarding standards. Communication and Team Working Draft clear and professional written communications, including letters, emails, records, and reports. Participate in an office duty rota, responding to telephone and face-to-face enquiries during designated times. Work collaboratively with colleagues, providing cover for absent team members when required. Organisational Contribution Represent The Friendly Trust professionally when liaising with external agencies, attending meetings, conferences, and events as required. Participate in training, supervision, and continuous professional development. Contribute to the review and development of policies, procedures, and service improvements. Support the organisation's commitment to equality, diversity, safeguarding, and environmental sustainability. Undertake any other duties reasonably required by the line manager consistent with the role. Person Specification Essential Minimum of 3 years' experience in social care, social work, advocacy, or a related field (including volunteering or unpaid caring roles). Experience of working with disabled people, people with learning disabilities, carers, or people with mental health needs Sound knowledge of welfare benefits and relevant legislation, including the Mental Capacity Act 2005. Excellent interpersonal, verbal, and written communication skills. Demonstrated empathy and ability to work sensitively with vulnerable people and families. Experience of financial administration, budgeting, recording, and monitoring expenditure. Competent IT skills, including Microsoft Office and case management systems. Level 2 (or equivalent) qualification in literacy and numeracy. Ability to manage a varied caseload with good organisation and time-management skills. Full driving licence and access to a car. Desirable Relevant qualification in social work, health, social care, or a related discipline. . Experience in an advocacy or rights-based role. Knowledge of Court of Protection Deputyship process Knowledge of CasparGov or similar financial/case management software. Experience of working with multiple agencies and professionals across sectors. What We Offer A supportive, values-driven working environment. Opportunities for training and professional development. Flexible and hybrid working options (subject to service needs and probation). Generous leave entitlement and employee wellbeing support. Interviews and assessment Shortlisted candidates will be invited to interview by email. Interviews will take place the week commencing 15th June 2026 Appointment and pre-employment checks All offers of employment are subject to the receipt of satisfactory references. Two references will be requested, one of which should be from a current or most recent employer. The successful candidate will be subject to an Enhanced Disclosure and Barring Service (DBS) check, due to the nature of the role and contact with vulnerable adults. Having a criminal record will not automatically prevent appointment. Any disclosures will be considered fairly, confidentially, and proportionately, in line with the Rehabilitation of Offenders Act 1974 and the DBS Code of Practice. Equality, safeguarding and safer recruitment The Friendly Trust is committed to equality of opportunity and actively welcomes applications from people of all backgrounds. Appropriate safeguarding considerations will be applied throughout the recruitment process, reflecting our responsibility to protect vulnerable people. Information provided as part of the recruitment process will be handled in accordance with UK GDPR and confidentiality requirements.
Job Title: Trust Officer Salary: £30,108 rising to £33,453 increasing incrementally on your work anniversary Reports to: Team Manager Location: Cardiff with hybrid working options (subject to successful completion of probation) 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, and for families planning for the future of someone who lacks capacity. We work to uphold rights, promote independence, and ensure that people are supported to live the lives they choose. Purpose of the Role The Trust Officer plays a key frontline role in delivering high-quality advice, financial administration, and ongoing casework support to Service Users and their families. The postholder will manage an allocated caseload, ensuring that service users' property, financial affairs, and welfare benefits are administered lawfully, accurately, and in their best interests, in line with relevant legislation and The Friendly Trust's values and procedures. Key Responsibilities Client Support and Casework Provide clear, accessible advice and ongoing support to Service Users, carers, and family members on welfare benefits, financial management, wills, trusts, and related matters. Build and maintain positive, professional relationships with Service Users, acting in a person-centred, strengths-based, and rights-focused way. Meet with and visit Service Users and families as required, including home visits and meetings with external professionals. Financial Administration and Appointeeship Act as Department for Work and Pensions (DWP) Corporate appointee where required, ensuring the correct receipt and use of benefits in the best interests of Service Users. Manage Service Users' day-to-day finances where required, including budgeting, monitoring income and expenditure. Create, implement, and regularly review individual money plans, adjusting them in response to changing needs and circumstances. Record Keeping and Compliance Maintain accurate, up-to-date, and timely case records in line with organisational procedures, legal requirements, and UK GDPR. Use case management and financial recording systems (CasparGov) to document actions, decisions, and outcomes. Ensure all work reflects current legislation including the Mental Capacity Act 2005, Court of Protection guidance, and safeguarding standards. Communication and Team Working Draft clear and professional written communications, including letters, emails, records, and reports. Participate in an office duty rota, responding to telephone and face-to-face enquiries during designated times. Work collaboratively with colleagues, providing cover for absent team members when required. Organisational Contribution Represent The Friendly Trust professionally when liaising with external agencies, attending meetings, conferences, and events as required. Participate in training, supervision, and continuous professional development. Contribute to the review and development of policies, procedures, and service improvements. Support the organisation's commitment to equality, diversity, safeguarding, and environmental sustainability. Undertake any other duties reasonably required by the line manager consistent with the role. Person Specification Essential Minimum of 3 years' experience in social care, social work, advocacy, or a related field (including volunteering or unpaid caring roles). Experience of working with disabled people, people with learning disabilities, carers, or people with mental health needs Sound knowledge of welfare benefits and relevant legislation, including the Mental Capacity Act 2005. Excellent interpersonal, verbal, and written communication skills. Demonstrated empathy and ability to work sensitively with vulnerable people and families. Experience of financial administration, budgeting, recording, and monitoring expenditure. Competent IT skills, including Microsoft Office and case management systems. Level 2 (or equivalent) qualification in literacy and numeracy. Ability to manage a varied caseload with good organisation and time-management skills. Full driving licence and access to a car. Desirable Relevant qualification in social work, health, social care, or a related discipline. . Experience in an advocacy or rights-based role. Knowledge of Court of Protection Deputyship process Knowledge of CasparGov or similar financial/case management software. Experience of working with multiple agencies and professionals across sectors. What We Offer A supportive, values-driven working environment. Opportunities for training and professional development. Flexible and hybrid working options (subject to service needs and probation). Generous leave entitlement and employee wellbeing support. Interviews and assessment Shortlisted candidates will be invited to interview by email. Interviews will take place the week commencing 15th June 2026 Appointment and pre-employment checks All offers of employment are subject to the receipt of satisfactory references. Two references will be requested, one of which should be from a current or most recent employer. The successful candidate will be subject to an Enhanced Disclosure and Barring Service (DBS) check, due to the nature of the role and contact with vulnerable adults. Having a criminal record will not automatically prevent appointment. Any disclosures will be considered fairly, confidentially, and proportionately, in line with the Rehabilitation of Offenders Act 1974 and the DBS Code of Practice. Equality, safeguarding and safer recruitment The Friendly Trust is committed to equality of opportunity and actively welcomes applications from people of all backgrounds. Appropriate safeguarding considerations will be applied throughout the recruitment process, reflecting our responsibility to protect vulnerable people. Information provided as part of the recruitment process will be handled in accordance with UK GDPR and confidentiality requirements.
Booker Group
Cardiff, South Glamorgan
What's in it for you At Booker, along with being a great place to work and giving you an opportunity to get on in your career, we also offer the following fantastic package of benefits: A Booker colleague card with 10% off purchases at Booker and double discount events up to three times a year. After 3 months service, a Tesco colleague discount card with 10% increasing to 15% off most purchases at Tesco for a 4 day period after every four-weekly pay day, ie. thirteen times a year. In addition to 10% off at Tesco Cafe and 20% off all F&F purchases. 10% off pay monthly & SIM only deals with Tesco Mobile for yourself, along with further great deals through-out the year. Up to 30% off car, pet and home insurance at Tesco bank. Terms and conditions apply. Free eye test when you spend £50 or more. You can also save 30% when you spend £50 or more on glasses, prescription sunglasses and contact lenses. 50% off health checks at Tesco Pharmacy. Exclusive access to discounted RAC breakdown cover rates An exclusive deals and discounts website saving you money on everyday purchases including a cycle to work scheme. After 3 months service, you can join our annual Save As You Earn share scheme which allows you to buy Tesco shares in the future at a discount. Retirement savings plan (pension) - save up to 5% and Booker will match your contribution. Life Assurance - You are covered for death in service life cover of up to three times annual pay Health and Wellbeing support and resources including our 24/7, confidential Employee Assistance Programme and Virtual GP for you and your family. A great holiday package About the role This role will put you at the fore front of our Business Centre. It is a fast moving, challenging role that will give you great exposure to our vibrant customer base where you will have a direct influence over the service that we provide. Not only will you be managing a team in excess of 40 colleagues you will play a key role within the store's management team, assuming the role of Duty Manager at points throughout the week. This is a fantastic opportunity to be part of a successful team where you can kick start a career in Food Wholesaling. You will be responsible for Ensuring that the team comply with legal standards and company procedures at all times. Ensuring that your team are fully trained in cash handling to minimise losses Controlling debt and recover overdue or failed payments from customers Maintaining accurate and timely payroll records. Engaging with customers to prevent or resolve customer issues and complaints, utilising their feedback to improve customer service and satisfaction Liaising with other department Supervisors to monitor orders for delivery Managing a team of customer focused individuals throughout reception and checkout area You will need To be successful in this role your skills and experience will include: Passionate about providing exceptional customer service Flexible, adaptable and enjoys working with, as well as managing a team An excellent communicator and have some experience in supervising or managing a team. Practical experience in the retail trade About The Company Booker is the UK's leading food & drink wholesaler. We are privileged to serve independent retailers, caterers and small businesses, from locations across the country. We operate over 190 cash and carry branches, eight distribution centres, five Best Food Logistics sites, as well as six support centre locations across the UK. Diversity, equity and inclusion (DE&I) at Booker means that whoever you are and whatever your background, we always want you to feel represented and that you can be yourself at work. In short, we're a place where Everyone's Welcome. We know life looks a little different for each of us. That's why at Booker and Best, we always welcome conversations about flexible working. Some people are at the start of their careers, some want the freedom to do the things they love. Others are going through life-changing moments like becoming a carer, nearing retirement, adapting to parenthood, or something else. So, talk to us throughout your application about how we may be able to support you. We're proud that Booker is a Disability Confident Committed employer and we're committed to providing a fully inclusive and accessible recruitment process. Please note We can only accept candidates over the age of 18 if the role requires working before 6:15 am or after 9:45 pm or involves working in areas such as the warehouse, beers, wines & spirits, and driving roles. On the occasions where we have high volumes of applicants, some roles may close earlier than the advertised end date in order for us to manage all of the applicants appropriately. We will only be able to offer individual feedback to those candidates who attend an interview. Booker Group is part of Tesco plc, however, is operated separately from the core Tesco business and as such the benefits offered will be different from those offered at Tesco
What's in it for you At Booker, along with being a great place to work and giving you an opportunity to get on in your career, we also offer the following fantastic package of benefits: A Booker colleague card with 10% off purchases at Booker and double discount events up to three times a year. After 3 months service, a Tesco colleague discount card with 10% increasing to 15% off most purchases at Tesco for a 4 day period after every four-weekly pay day, ie. thirteen times a year. In addition to 10% off at Tesco Cafe and 20% off all F&F purchases. 10% off pay monthly & SIM only deals with Tesco Mobile for yourself, along with further great deals through-out the year. Up to 30% off car, pet and home insurance at Tesco bank. Terms and conditions apply. Free eye test when you spend £50 or more. You can also save 30% when you spend £50 or more on glasses, prescription sunglasses and contact lenses. 50% off health checks at Tesco Pharmacy. Exclusive access to discounted RAC breakdown cover rates An exclusive deals and discounts website saving you money on everyday purchases including a cycle to work scheme. After 3 months service, you can join our annual Save As You Earn share scheme which allows you to buy Tesco shares in the future at a discount. Retirement savings plan (pension) - save up to 5% and Booker will match your contribution. Life Assurance - You are covered for death in service life cover of up to three times annual pay Health and Wellbeing support and resources including our 24/7, confidential Employee Assistance Programme and Virtual GP for you and your family. A great holiday package About the role This role will put you at the fore front of our Business Centre. It is a fast moving, challenging role that will give you great exposure to our vibrant customer base where you will have a direct influence over the service that we provide. Not only will you be managing a team in excess of 40 colleagues you will play a key role within the store's management team, assuming the role of Duty Manager at points throughout the week. This is a fantastic opportunity to be part of a successful team where you can kick start a career in Food Wholesaling. You will be responsible for Ensuring that the team comply with legal standards and company procedures at all times. Ensuring that your team are fully trained in cash handling to minimise losses Controlling debt and recover overdue or failed payments from customers Maintaining accurate and timely payroll records. Engaging with customers to prevent or resolve customer issues and complaints, utilising their feedback to improve customer service and satisfaction Liaising with other department Supervisors to monitor orders for delivery Managing a team of customer focused individuals throughout reception and checkout area You will need To be successful in this role your skills and experience will include: Passionate about providing exceptional customer service Flexible, adaptable and enjoys working with, as well as managing a team An excellent communicator and have some experience in supervising or managing a team. Practical experience in the retail trade About The Company Booker is the UK's leading food & drink wholesaler. We are privileged to serve independent retailers, caterers and small businesses, from locations across the country. We operate over 190 cash and carry branches, eight distribution centres, five Best Food Logistics sites, as well as six support centre locations across the UK. Diversity, equity and inclusion (DE&I) at Booker means that whoever you are and whatever your background, we always want you to feel represented and that you can be yourself at work. In short, we're a place where Everyone's Welcome. We know life looks a little different for each of us. That's why at Booker and Best, we always welcome conversations about flexible working. Some people are at the start of their careers, some want the freedom to do the things they love. Others are going through life-changing moments like becoming a carer, nearing retirement, adapting to parenthood, or something else. So, talk to us throughout your application about how we may be able to support you. We're proud that Booker is a Disability Confident Committed employer and we're committed to providing a fully inclusive and accessible recruitment process. Please note We can only accept candidates over the age of 18 if the role requires working before 6:15 am or after 9:45 pm or involves working in areas such as the warehouse, beers, wines & spirits, and driving roles. On the occasions where we have high volumes of applicants, some roles may close earlier than the advertised end date in order for us to manage all of the applicants appropriately. We will only be able to offer individual feedback to those candidates who attend an interview. Booker Group is part of Tesco plc, however, is operated separately from the core Tesco business and as such the benefits offered will be different from those offered at Tesco
