Financial Services Officer

Perthyn; United Kingdom; Hybrid; GBP 29,000 - 32,000; Full time

Job summary

A community support organization is seeking a Financial Services Officer to provide expertise on financial matters related to people with learning disabilities. In this role, you'll manage benefits, support teams with finance training, and conduct audits. The ideal candidate should have GCSEs in Maths and English, experience with benefits, and excellent Microsoft Office skills. A full UK driving license is required, with hybrid working conditions offered.

Benefits

Competitive Salary

Pension Scheme

Employee Assistance Programme

Professional Development Opportunities

Mileage Reimbursement

Exclusive Discounts

Recognition and Reward

Additional day of annual leave for birthday

Qualifications

• Experience in personal and housing benefits.
• Understanding of the Mental Capacity Act and data protection principles.
• A full UK driving licence and willingness to travel across Wales and England.

Responsibilities

• Act as the subject matter expert on personal and housing benefits.
• Provide advice and support to colleagues.
• Deliver finance coaching and training to non-finance staff.
• Conduct internal audits and follow up on actions.
• Manage Housing Benefit claims and liaise with housing associations.
• Maintain Motability applications and appointeeship records.
• Reconcile house bank accounts and petty cash.
• Process payments and maintain financial software records.
• Support the Head of Finance with month-end and budget reviews.
• Prepare data for external audits and respond to queries.
• Promote best practice and support team development.

Skills

Proactive attitude

Attention to detail

Excellent Microsoft Office skills

Strong communication skills

Interpersonal skills

Education

GCSEs in Maths and English

Tools

Microsoft Excel

Job description

Job Title: Financial Services Officer
Hours: Full Time
Salary: £29,000 – £32,000 per annum (plus essential car user allowance)
Vacancy Location: Office Based / Hybrid Working

About Perthyn

At Perthyn, we believe in creating a sense of belonging for everyone. We support people with learning disabilities to live meaningful lives, and we’re proud of our values: Integrity, Empowerment, Innovation, Accountability, Inclusivity, Belonging, Accomplishment, and Resilience.

About the Role

This is a key role within our Finance team, where you’ll be the go-to expert for all financial matters relating to the people we support. From personal and housing benefits to banking and auditing, you’ll ensure our teams have the knowledge and tools they need to support people effectively and responsibly.

What You’ll Be Doing

• Act as the subject matter expert on personal and housing benefits

• Provide advice and support to colleagues across Perthyn

• Deliver finance coaching and training to non-finance staff

• Conduct internal audits and follow up on actions

• Manage Housing Benefit claims and liaise with housing associations

• Maintain Motability applications and appointeeship records

• Reconcile house bank accounts and petty cash

• Process payments and maintain financial software records

• Support the Head of Finance with month-end and budget reviews

• Prepare data for external audits and respond to queries

• Promote best practice and support team development

What We Need From You

We’re looking for someone who is proactive, detail-oriented, and passionate about supporting others. You’ll need:

• GCSEs in Maths and English

• Experience in personal and housing benefits

• Excellent Microsoft Office skills, especially Excel

• Understanding of the Mental Capacity Act and data protection principles

• Strong communication and interpersonal skills

• A full UK driving licence and willingness to travel across Wales and England

Your Rewards

• Competitive Salary – Reflecting your skills and experience.

• Pension Scheme – Helping you plan for the future.

• Employee Assistance Programme (EAP) – Confidential support for wellbeing, mental health, and financial advice.

• A Supportive and Inclusive Workplace – Where collaboration and belonging are at the heart of what we do.

• Professional Development Opportunities – Including advanced Excel training and involvement in cross-department projects to grow your career.

• Make a Real Difference – Be part of a values-driven organisation that impacts lives every day.

• All Equipment Provided – So you have everything you need to succeed.

• Mileage Reimbursement – For travel between offices.

• Exclusive Discounts – Access to savings through the Blue Light Card scheme.

• Recognition and Reward – Celebrating your achievements and contributions.

• Celebrate You – Enjoy an additional day of annual leave to celebrate your birthday.

The Next Steps

Ready to apply? Great! — Click Apply to submit your application.

Key Dates

• The advert goes live on 08/11/2025

• We’ll be shortlisting on 24/11/2025

• Interviews will be held on 3/12/2025 & 4/12/2025

DBS Disclaimer

This role requires a basic DBS check and full compliance with UK Safer Recruitment Guidelines.

Wales Applicants

We are proud to support the WeCare Wales initiative and share the vision set out in A Healthier Wales: Our Workforce Strategy for Health and Social Care — working together to build a motivated, engaged, and valued workforce across health and social care in Wales.

Job Description & Person Specification