Appointee Finance Assistant - Totnes - Devon

£23,831 - Secretarial, PA and Administration
Ref: 291 Date Posted: Monday 04 Jul 2022
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Our client is a Devon based charity providing a wide range of support services across the region.  An opportunity has arisen within the Court of Protection Team for an Appointee Finance Assistant. 

They are ideally looking to recruit an individual on a 30 hour working week although as ever there can be some degree of flexibility in this. Ideally the individual will have already gain experienced of this type of work within the Department of Work and Pensions although training will of course be provided.

This position would suit somebody who is keen to help individuals who cannot manage their own benefits and finances whether due to a lack of knowledge or capacity.

The Job

  • Responsible for claiming and managing benefits
  • Ensure that all funds held for the client are being used in their best interest
  • Responsible for budgeting individual clients and ensuring outgoings are within budget
  • Maintaining Client database and files to ensure accurate record keeping
  • Ensure personal money is made available for the client
  • Completion of DWP forms and financial assessments for Local Authorities
  • Liaise with client
  • Liaise with Local Authorities, social workers and other professionals involved with the client
  • Ensure all personal data is kept secure and under GDPR rulings
  • Ensure benefit knowledge is kept up to date by attending training courses and using websites
  • Assist Court of Protection Officer with duties listed above
  • Assist with any other duties that may arise from time to time

The Person

The following is essential requirements:

  • Have a working knowledge of benefit entitlement
  • Competent IT skills in Microsoft Word, Excel and Outlook
  • Ability to work on own initiative and manage a caseload
  • Ability to work within a small team
  • Ability to share knowledge and be willing to gain knowledge from other team members
  • Use of own vehicle and willingness to travel within Devon and Cornwall to meet individuals in their own homes (mileage paid)

The following are desirable requirements:

  • Experience in working with the Department of Works and Pensions
  • Experience of completing financial assessments
  • Knowledge of grants, schemes, reductions and exemptions for low income households
  • Experience of working with vulnerable adults

Salary & Benefits

  • Salary £23,831 pro rata
  • 25 days holiday per year plus bank holidays pro rata
  • Comprehensive Private Medical Cover
  • Pension
  • Home and Office based working (following completion of probation period)
  • Free Car Parking

This position is subject to a satisfactory enhanced DBS check.