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Director at KPM Accounts Ltd and Appointee Services Ltd
Due to growing client demand, we are seeking a motivated Finance Officer to join our expanding team.
Who We Are
At Appointee Services Ltd, we provide specialist financial services to vulnerable adults across the UK. We act as corporate appointees and financial deputies, ensuring clients’ monies are safeguarded, their liabilities are met, and that they are supported in achieving their personal financial goals. Our work is trusted, compassionate, and compliance-led — making a real difference to the lives of the people we serve.
The Role
As a Finance Officer, you will play a vital part in delivering a high-quality, efficient service to our clients and contributing to the day-to-day running of our organisation. This is a varied and rewarding role that blends finance, administration, and client support, all within a safeguarding-focused environment.
Your main responsibilities will include but are not limited to:
* Managing financial responsibilities for a caseload of vulnerable clients, including budgeting, paying bills, and processing benefits and entitlements.
* Completing and checking financial assessment forms for care contributions.
* Preparing key client documentation (e.g. bundles for deputyship, deceased estates, and client relinquishments).
* Handling client queries, escalating where appropriate, and providing front-line cover when needed.
* Undertaking client visits and occasional property checks as part of our property service.
* Liaising with social workers, care providers, agencies, and external stakeholders.
* Ensuring all systems are accurately updated, notes well documented, and tasks completed in line with deadlines and safeguarding practices.
* Supporting the wider team in identifying new business opportunities and improving client engagement.
Attributes
* Organised and reliable, with a strong attention to detail
* Able to follow instructions and work independently
* Empathetic and confident when dealing with vulnerable individuals
* Knowledgeable about DWP benefits and social care systems (preferred)
* A clear communicator, both written and verbal
* A good team player with a proactive and collaborative mindset
Why Join Us?
Working with Appointee Services Ltd means becoming part of a purpose-led business that values people, integrity, and excellence. You'll work in a supportive team, receive ongoing development, and be empowered to make a meaningful difference in the lives of clients who need your help the most.
Seniority level
Entry level
Employment type
Full-time
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