• Oversee annual reviews for all regular beneficiaries to ensure continued support.
• Stay informed on UK state benefits legislation (retirement and working age) and provide accurate guidance to beneficiaries. Share updates with the team and assist in sourcing relevant training.
• Maintain detailed and accurate records of beneficiary interactions and grant allocations.
• Prepare reports for one-off grant applications (Samaritan Grants) for bi-monthly committee review.
• Attend bi-monthly committee meetings in London to present casework and support decision-making.
• Process grant payments in line with committee decisions.
• Collaborate with the Welfare & Admin Assistant to ensure beneficiaries receive consistent contact and flag any concerns to management.
• Build and maintain positive relationships with volunteers, external agencies, and welfare contacts.
• Support the creation of beneficiary and volunteer communications (e.g. newsletters, email updates).
• Uphold strict confidentiality and comply with data protection regulations.
• Assist with other departmental tasks and charity-wide initiatives as needed.
• Represent the charity at industry events and trade shows when required.

• Exceptional attention to detail and accuracy in record keeping.
• Solid understanding of the UK state benefits system and how it complements charitable support.
• Strong organisational and problem-solving skills; adaptable to changing priorities.
• Empathetic and professional approach to working with vulnerable individuals and volunteers.
• Ability to assess individual needs with sound judgement and critical thinking.
• Proficient in Microsoft 365; experience with CRM systems preferred.
• Passionate about helping others and making a meaningful impact.
• Excellent written and verbal communication skills, with the ability to tailor tone to different audiences.
• Knowledge of confidentiality and data handling best practices.

• Supporting individuals facing health, financial, or mental health challenges.
• Previous work within a charitable or not-for-profit organisation.

• Full-time hours: Monday to Friday, 9:00am – 5:00pm
• 25 days annual leave plus bank holidays
• Additional 3 days leave between Christmas and New Year
• Voluntary pension scheme available after 3-month probation
• Access to a workplace wellbeing platform

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.