JOB PROFILE: RESPITE & CARE EXECUTIVE Date profile last reviewed: October 2025 Respite & Care Executive Reports to: Head of Respite and Care Role: Name: MAIN SUMMARY OF ROLE: Working with the other Respite and Care Executives and the Head of Respite, Care and Advocacy to provide charitable assistance, support and advice regarding residential and domiciliary care, occupational therapy assessments and the provision of mobility equipment. This is with an aim to promote independence, safety and dignity in daily living and in the community and help to prevent loneliness and social isolation. This is an office-based role. KEY ACCOUNTABILITIES/RESPONSIBILITIES: The position of Care Executive has wide professional and administrative responsibilities. Key tasks include the following: • Responding to initial contacts from beneficiaries or their representative/LPA, local government departments, the public, case working organisations, mobility provider, occupational therapy provider and other charities, either by telephone, letter or email. • Having a working knowledge of major state benefits and awareness of the availability of assistance from other sources e.g. state, local government and other charitable organisations. • Reviewing and rejecting applications where the applicant is ineligible or where the assistance sought is outside the scope of the Fund and its policies. Considering whether charitable support by the Fund is appropriate and assessing the potential costs involved. • Processing applications for financial assistance towards the cost of providing specialist equipment within an applicant’s own home, ensuring that, if necessary, the Disabled Facilities Grant process has been followed, and a relevant Occupational Therapist (OT) assessment has been completed before grant funding is considered. • Processing applications for financial assistance towards the cost of residential and domiciliary care. Ensuring that Local Authorities are meeting their obligations and that all avenues have been explored before grant funding is considered. • Processing applications for assistance with mobility-related issues, liaising with OTs, the Fund’s EPV preferred provider and other organisations as necessary in order to achieve an effective outcome for the beneficiary. Liaising with public authorities on the level of support to which beneficiaries have entitlement. Wherever practicable, assisting and advising caseworkers to undertake such enquiries on behalf of the Fund. • • Assisting beneficiaries and caseworkers with advice and guidance on the availability and funding of domiciliary care and residence in long and short-term care homes, including respite breaks. Also, in conjunction with the Advocacy Team, provide advice and guidance on the appeals process in the event of an unjustified shortfall in local authority or primary health care funding of care fees. • By using personal, delegated financial authority, authorising expenditure within the agreed budgetary limits of up to £7,500 for welfare cases. • Where this is inadequate or where Fund policies require that the case be considered by the Grants to Individuals panel or the Major Grants Committee, preparing the case for consideration by the 1 relevant committee. • Where appropriate, seeking additional contributions from other charities. • Notifying the applicant, case worker or RAF Station of outcomes. • Arranging payment of grants as appropriate. • Actively maintaining and updating computer records, including a statistical record of cases, for use in case presentation and for recording decisions. • Undertaking other tasks not related to specific casework as directed by Head of Respite, Care & Advocacy/Director Operations. • Covering an extended caseload during the absence of colleagues within the department. COMPETENCIES REQUIRED FOR THE ROLE Essential Desirable • Presenting and Communicating information • Writing and reporting • Applying expertise and technology • Analysing • Deciding and Initiating Action • Persuading and influencing • Planning and Organising Following instructions and procedures • Delivering results and meeting customer expectations • Relating and Networking • • Adapting and responding to change • Achieving personal work goals and objectives • Working with people QUALIFICATION(S), KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED FOR THE ROLE Academic or Professional Qualifications (or equivalent): • A minimum of three A-levels grades A – C, or • Evidence of Continuing Professional Essential Desirable relevant experience. Knowledge/ Experience: Essential • Significant experience of grant making within a welfare environment • Excellent IT knowledge, including Outlook, Word and Excel • Significant experience of working within a case management system • Experience of working with clients with physical and mental health issues • Knowledge of NHS, social care and other statutory services • Knowledge / experience of statutory benefits and support Skills/Abilities: Development (CPD) Desirable • Knowledge of the RAF • Working in a charity • Knowledge and experience of OT assessments, mobility aids and equipment, including statutory entitlements • Working knowledge of PowerPoint and experience of delivering presentations • Knowledge / experience in general welfare matters, including education, employment, debt, care and housing Essential Desirable • Strong communication skills • Personal organisation • Creates personal credibility • Excellent attention to detail • Able to communicate effectively, empathetically, concisely and confidently on the telephone, in writing and in person to a wide and varied • 2 audience • Works in a systematic and methodical way • Manages time effectively, meets deadlines and prioritises workload. Other Requirements: • Willingness to work flexible hours, outside of traditional office hours when necessary. • Travel to UK locations if required. • To carry out any other duties that is within the scope of the job as requested by the Head of Respite, Care and Advocacy • Satisfactory Standard DBS Check Signature I confirm this job profile has been drawn up with my full involvement and accurately reflects the responsibilities of the role. Postholder's Signature: Line Manager's Signature: Date: NAME: NAME: 3
JOB PROFILE: RESPITE & CARE EXECUTIVE Date profile last reviewed: October 2025 Respite & Care Executive Reports to: Head of Respite and Care Role: Name: MAIN SUMMARY OF ROLE: Working with the other Respite and Care Executives and the Head of Respite, Care and Advocacy to provide charitable assistance, support and advice regarding residential and domiciliary care, occupational therapy assessments and the provision of mobility equipment. This is with an aim to promote independence, safety and dignity in daily living and in the community and help to prevent loneliness and social isolation. This is an office-based role. KEY ACCOUNTABILITIES/RESPONSIBILITIES: The position of Care Executive has wide professional and administrative responsibilities. Key tasks include the following: • Responding to initial contacts from beneficiaries or their representative/LPA, local government departments, the public, case working organisations, mobility provider, occupational therapy provider and other charities, either by telephone, letter or email. • Having a working knowledge of major state benefits and awareness of the availability of assistance from other sources e.g. state, local government and other charitable organisations. • Reviewing and rejecting applications where the applicant is ineligible or where the assistance sought is outside the scope of the Fund and its policies. Considering whether charitable support by the Fund is appropriate and assessing the potential costs involved. • Processing applications for financial assistance towards the cost of providing specialist equipment within an applicant’s own home, ensuring that, if necessary, the Disabled Facilities Grant process has been followed, and a relevant Occupational Therapist (OT) assessment has been completed before grant funding is considered. • Processing applications for financial assistance towards the cost of residential and domiciliary care. Ensuring that Local Authorities are meeting their obligations and that all avenues have been explored before grant funding is considered. • Processing applications for assistance with mobility-related issues, liaising with OTs, the Fund’s EPV preferred provider and other organisations as necessary in order to achieve an effective outcome for the beneficiary. Liaising with public authorities on the level of support to which beneficiaries have entitlement. Wherever practicable, assisting and advising caseworkers to undertake such enquiries on behalf of the Fund. • • Assisting beneficiaries and caseworkers with advice and guidance on the availability and funding of domiciliary care and residence in long and short-term care homes, including respite breaks. Also, in conjunction with the Advocacy Team, provide advice and guidance on the appeals process in the event of an unjustified shortfall in local authority or primary health care funding of care fees. • By using personal, delegated financial authority, authorising expenditure within the agreed budgetary limits of up to £7,500 for welfare cases. • Where this is inadequate or where Fund policies require that the case be considered by the Grants to Individuals panel or the Major Grants Committee, preparing the case for consideration by the 1 relevant committee. • Where appropriate, seeking additional contributions from other charities. • Notifying the applicant, case worker or RAF Station of outcomes. • Arranging payment of grants as appropriate. • Actively maintaining and updating computer records, including a statistical record of cases, for use in case presentation and for recording decisions. • Undertaking other tasks not related to specific casework as directed by Head of Respite, Care & Advocacy/Director Operations. • Covering an extended caseload during the absence of colleagues within the department. COMPETENCIES REQUIRED FOR THE ROLE Essential Desirable • Presenting and Communicating information • Writing and reporting • Applying expertise and technology • Analysing • Deciding and Initiating Action • Persuading and influencing • Planning and Organising Following instructions and procedures • Delivering results and meeting customer expectations • Relating and Networking • • Adapting and responding to change • Achieving personal work goals and objectives • Working with people QUALIFICATION(S), KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED FOR THE ROLE Academic or Professional Qualifications (or equivalent): • A minimum of three A-levels grades A – C, or • Evidence of Continuing Professional Essential Desirable relevant experience. Knowledge/ Experience: Essential • Significant experience of grant making within a welfare environment • Excellent IT knowledge, including Outlook, Word and Excel • Significant experience of working within a case management system • Experience of working with clients with physical and mental health issues • Knowledge of NHS, social care and other statutory services • Knowledge / experience of statutory benefits and support Skills/Abilities: Development (CPD) Desirable • Knowledge of the RAF • Working in a charity • Knowledge and experience of OT assessments, mobility aids and equipment, including statutory entitlements • Working knowledge of PowerPoint and experience of delivering presentations • Knowledge / experience in general welfare matters, including education, employment, debt, care and housing Essential Desirable • Strong communication skills • Personal organisation • Creates personal credibility • Excellent attention to detail • Able to communicate effectively, empathetically, concisely and confidently on the telephone, in writing and in person to a wide and varied • 2 audience • Works in a systematic and methodical way • Manages time effectively, meets deadlines and prioritises workload. Other Requirements: • Willingness to work flexible hours, outside of traditional office hours when necessary. • Travel to UK locations if required. • To carry out any other duties that is within the scope of the job as requested by the Head of Respite, Care and Advocacy • Satisfactory Standard DBS Check Signature I confirm this job profile has been drawn up with my full involvement and accurately reflects the responsibilities of the role. Postholder's Signature: Line Manager's Signature: Date: NAME: NAME: 3
JOB PROFILE: WELFARE SERVICES NAVIGATOR
Role: Welfare Services Navigator
Name:
MAIN SUMMARY OF ROLE:
Date profile last
reviewed:
Reports to:
August 2025
Beneficiary Relationship
Manager
The Welfare Navigator is responsible for supporting existing and potential beneficiaries by
providing advice and information through the RAF Benevolent Fund’s Welfare Helpline,
email, and web chat services. This includes offering guidance on the availability of statutory
support, assistance from military and non-military charities, and financial and welfare
services provided by the Fund—along with instructions on how to access these resources.
The role also involves delivering ongoing support where needed, and acting on behalf of
beneficiaries by liaising with Case working Organisations, RAF Benevolent Fund Caseworkers,
sector partners, statutory bodies, other relevant organisations, and internal Welfare Teams.
KEY ACCOUNTABILITIES/RESPONSIBILITIES:
• Serve as the first point of contact for enquiries from members of the RAF family (serving
and veteran), the public, and caseworkers. Respond positively and enthusiastically
through web-based platforms, telephone helpline, email, and post, demonstrating a
genuine passion for helping others from the very first interaction.
• Communicate confidently and empathetically with callers facing complex needs or
difficult circumstances, including those who may be vulnerable or challenging to engage.
• Refer individuals to appropriate internal services within the RAF Benevolent Fund, or to
partner agencies, for casework assistance and additional support.
• Where enquiries fall outside the RAF Benevolent Fund’s remit, provide referral to
alternative organisations. Offer clear advice and guidance on available support options
and how to access them.
• Follow up on previous enquiries to ensure actions have been taken and offer further
support to beneficiaries as required.
• Accurately create and maintain contact records in CARE (our CRM database), ensuring all
beneficiary information is current and entered with precision.
•
Identify appropriate caseworkers to conduct welfare assessments and make referrals via
Mosaic (the shared military charity database) to initiate casework visits.
• Collaborate with both internal and external caseworkers regarding the scope of the
Fund’s support and the progress of ongoing applications.
• Maintain a strong and up-to-date knowledge of the RAF Benevolent Fund’s welfare
1
services and support offer.
• Actively engage in ongoing professional development through relevant training
programmes and identified learning opportunities.
• Build and maintain a comprehensive understanding of the RAF Benevolent Fund’s wide
range of support services, as well as alternative sources of assistance, staying informed
of any updates or changes within the welfare support landscape.
COMPETENCIES REQUIRED FOR THE ROLE
Essential
• Following Instructions and Procedures
• Coping with pressures and setbacks
• Planning and organising
• Writing and reporting
• Working with people
• Adhering to Principles and Values
QUALIFICATION(S), KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED FOR THE ROLE
• Deciding & Initiating Action
• Coping with Pressures & Setbacks
• Adapting & Responding to Change
• Presenting & Communicating Information
• Achieving Personal Work Goals & Objectives
Desirable
Academic or Professional Qualifications (or equivalent):
Essential
Desirable
• A good level of general education –
minimum of three A-Levels or
equivalent.
Knowledge/ Experience:
Essential
• Solid knowledge of statutory and
charitable support available within the
welfare and military charity sectors.
• Experience using database and CRM
systems, including retrieving,
interpreting, and actioning data and
correspondence accurately.
• Prior experience handling helpline calls
or supporting vulnerable individuals in
sensitive or challenging circumstances.
• Strong background in administrative
tasks, including data entry, with a high
level of accuracy and attention to
detail.
• Evidence of Continuing Professional
Development (CPD)
Desirable
• An understanding of the structure, culture,
and unique needs of serving personnel,
veterans, and their families.
• Awareness of key organisations within the
military charity sector and how they interact
to provide coordinated support.
• Previous use of Mosaic (shared military
charity database) or similar systems used
for casework and welfare management.
• Awareness of safeguarding principles and
procedures when working with vulnerable
individuals or sensitive cases.
Understanding of GDPR and best practices
for handling personal and sensitive data
securely and appropriately.
Skills/Abilities:
Essential
•
• Attention to Detail
Desirable
2
Signature
I confirm this job profile has been drawn up with my full involvement and accurately
reflects the responsibilities of the role.
Postholder's Signature:
NAME:
Line Manager's Signature:
NAME:
Date:
3
EA to Dres and DT JOB PROFILE: EXECUTIVE ASSISTANT Date profile last reviewed: EA to Director Fundraising and Director Strategy & Impact December 2025 Reports to: Director Fundraising (DFR) / Director Strategy & Impact (DSI) Role: Name: MAIN SUMMARY OF ROLE: To provide confidential administrative and business support to two directors. This role will ensure that both directors are supported in their main duties and provide across-Fund coherence, through good communication and collaboration. A high level of discretion to support members of the Executive Leadership Team (ELT) is essential, along with the ability to communicate and interact with all internal and external stakeholders, including those at senior level. KEY ACCOUNTABILITIES/RESPONSIBILITIES: For both Director of Fundraising and Director of Strategy & Impact • Plan, organise and prioritise each Director’s work schedule so that all tasks are carried out in time and in line with deadlines, including agreed actions from meetings. • Proactively manage the Directors’ diaries so that all tasks are carried out with strong awareness and recall, work efficiently to deadlines and push projects to completion, demonstrating initiative and sound decision making. • Ensure timely and accurate flow of information between ELT, Director and HoDs as required. • Support the Directors in the production of papers to support decision making including the Board of Trustees, Sub-Committees, and Management Board. • To carry out any other duties that is within the scope of the job as requested by the DFR/DSI, including: o Organise monthly inductions for new starters with both the DFR and DSI o Management of credit card/ personal expense claims • Work collaboratively with the internal EA network to ensure business outputs are met whilst maintaining coherence across the Fund. • Provide EA cover to Chief Exec and other Directors where required. Specifically for Director of Fundraising • Appropriately manage and action all correspondence relating to the Directors’ day-to-day responsibilities and be a point of contact for enquiries directed at DFR. • Act as the Secretary for the annual Trading Company and quarterly Fundraising, Comms and Engagement Committee, and other, meetings including preparing agendas, taking minutes, circulating action notes and monitoring the execution of agreed actions. • Support DFR performance reporting, including management accounts and one-pagers, as well as the annual business planning cycle and servicing Trustee committees, including supporting HoDs to achieve directorate level tasks/priorities. • Support the administration of key projects and events that the Director and Fundraising HoDs are responsible for to ensure that activities are completed as scheduled. • When required, to provide support to the different teams in the directorate, such as: o Providing administrative support to HoDs to help maximise their time and help drive the directorate goals forward. o Support HoDs to explore new opportunities and assist with planning. 1 EA to Dres and DT COMPETENCIES REQUIRED FOR THE ROLE Essential • Planning and organising • Relating and networking • Coping with pressures and set-backs • Writing and Reporting • Adapting and responding to change • Following instructions and procedures Desirable • Deciding and initiating action • Persuading and influencing • Applying expertise and technology • Achieving personal work goals and objectives • Working with people • Learning and researching QUALIFICATION(S), KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED FOR THE ROLE Academic or Professional Qualifications (or equivalent): Essential • Qualified by experience • Professional body qualification Desirable Knowledge/ Experience: Essential • Proven ability as an Executive Assistant or Personal Assistant to a senior executive • Administrative experience • Experience of working in a team • Stakeholder engagement and management Skills/Abilities: Essential IT literate: Microsoft Suite • • Able to set deadlines and work to them • • Proactive, positive and creative attitude to Interpersonal skills Desirable • Experience of working in a charity or military or civil service environment Desirable • Ability to positively influence stakeholders at all levels • Creates personal credibility problem solving • Minute taking • Strong communication skills; written and verbal Other Requirements: • Occasional evening and weekend work in support of events. • Travel to other Fund and UK locations (as appropriate). • To carry out any other duties that is within the scope of the job as requested by the Directors Signature I confirm this job profile has been drawn up with my full involvement and accurately reflects the responsibilities of the role. Postholder's Signature: Line Manager's Signature: Date: NAME: NAME: 2
EA to Dres and DT JOB PROFILE: EXECUTIVE ASSISTANT EA to Director of Resources and Director of Technology Date profile last reviewed: December 2025 Reports to: Director of Resources (Dres) / Director of Technology (DT) Role: Name: Main Summary of Role: To provide administrative and business support to the Director of Resources (DRes) and Director of Technology (DT). This involves having a comprehensive understanding of directorate business plans, priorities and deadlines and a focus on actively managing ELT and Committee engagement. It is essential to understand the connection with, and impact of, activity in other directorates in the Fund. Business support will include document preparation, records management, time scheduling and project coordination. The ability to communicate and interact with external stakeholders including those at senior level is essential. A high level of discretion to support members of the Executive Leadership Team (ELT) is essential. KEY ACCOUNTABILITIES/RESPONSIBILITIES: Director of Resources: • Plan, organise and prioritise the Director’s work schedule so that all tasks are carried out in time and in line with deadlines, including agreed actions from Trustee and ELT meetings. • Appropriately manage and action all correspondence relating to the Director’s day-to-day responsibilities and be a point of contact for enquiries directed at DRes. • Foster and maintain strong relationships with key external stakeholders including the SPF trustee, auditors, investment managers, and banking organisations, acting as a point of contact for DRes and providing administrative support where needed. • Proactively support DRes in driving effective communication and engagement with the Trustees on the Finance, Audit & Investments Committee (FAIC). • Act as the secretary for the FAIC and organise and coordinate quarterly committee meetings, including preparation of the agendas, minute taking, circulating action notes and monitoring the execution of agreed actions. • Act as the secretary for the Remunerations Committee (RemCo), organising and coordinating the annual meeting, including preparation of the agenda, minute taking, circulating action notes and monitoring execution of agreed actions. • Produce documents and papers relating to DRes and the wider Resources directorate including committee/board papers, policies and business cases. • Provide coordination, monitoring and communication of projects, including audits, that DRes is responsible for to ensure that activities are completed as scheduled promptly. • Support the planning, drafting and execution of the Annual/Impact reports project, ensuring alignment with the annual external audit timetable. • Support the Directors in the production of papers to support decision making including the Board of Trustees, Sub-Committees, and Management Board. • Collate, proof-read and distribute papers as required by DRes for submission to the Board of Trustees, Committees and Management Board. • Plan and organise occasional social events for the Resources Directorate. • Collate and process credit card/ personal expense claims. • Work collaboratively with the internal EA network to ensure business outputs are met whilst maintaining coherence across the Fund. • Provide EA cover to Chief Exec and other Directors where required. Director Of Technology: • Plan, organise and prioritise the Director’s work schedule so that all tasks are carried out in time 1 and in line with set deadlines, including agreed actions from ELT and Trustee meetings. EA to Dres and DT • Engage with, and be a point of contact, between the Director and key internal and external stakeholders. • Assist with maintaining the relationship with the outsourced MSP, MSSP and Data Protection provider, ensuring execution of planned work and acting as a point of contact between colleagues and the outsourced organisation. • Pro-actively help to manage the Director’s diary to include setting up internal and external meetings, including 1-1s and team meetings. • Proof-read and distribute papers as required by the Director for submission to the Board of Trustees, Committees and Management Board. • Support the Directors in the production of papers to support decision making including the Board of Trustees, Sub-Committees, and Management Board. • Collate and process credit card and personal expense claims. COMPETENCIES REQUIRED FOR THE ROLE Essential Desirable Following instructions and procedures • Planning and organising • • Relating and networking • Writing and reporting • Coping with pressures and setbacks • Adapting and responding to change QUALIFICATION(S), KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED FOR THE ROLE • Working with people • Presenting and communicating information • Adhering to principles and values • Persuading and influencing • Applying expertise and technology • Learning and researching Academic or Professional Qualifications (or equivalent): • Educated to A Level Standard or equivalent or • Professional body qualification Essential Desirable qualified by experience Knowledge/ Experience: Essential • Proven ability as an Executive Assistant or Personal Assistant to a senior executive • Administrative experience • Experience of working in a team • Stakeholder engagement and management Skills/Abilities: Essential IT literate: Microsoft Suite • • Able to set deadlines and work to them • • Proactive, positive and creative attitude to Interpersonal skills Desirable • Experience of working in a charity or military or civil service environment Desirable • Able to influence senior visitors to the Fund in a positive light, including corporate guests, beneficiaries and Trustees. problem solving • Minute taking • Strong communication skills; written and verbal Other Requirements: • Travel to other Fund and UK locations (as appropriate). • Occasional evening and weekend work in support of events. 2 EA to Dres and DT Signature I confirm this job profile has been drawn up with my full involvement and accurately reflects the responsibilities of the role. Postholder's Signature: NAME: Line Manager's Signature: NAME: Date: 3