Appointee Finance Assistant - Totnes/Hybrid Working (FT or PT) - Devon

£24,780 plus benefits - Secretarial, PA and Administration
Ref: 291 Date Posted: Monday 15 Apr 2024

Our client is a Devon based charity providing a wide range of support services across the region.  A very rewarding opportunity has arisen within the Court of Protection Team for an Appointee Finance Assistant.

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. Experience in working with the Department of Works and Pensions would be highly beneficial.

The successful candidate will be eligible for ‘hybrid-working’ once the probationary period of three months has been successfully completed i.e. 2 full office days and 3 home working days. Full time and part time hours (4 days per week) considered.

They offer

  • Hybrid-working once the probationary period of three months has been successfully completed i.e. 2 full office days and 3 home working days
  • 25 days of annual leave plus bank holiday pro-rated
  • Up to 37.5 hours per week (30 hours over 4 days minimum)
  • Salary: £24,780 (FTE)
  • Company pension scheme
  • Comprehensive Private Health Scheme
  • Free, on-site parking

What you’ll be doing 

  • Responsible for claiming and managing entitled 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 relevant websites
  • Assist with any other duties that may arise from time to time

Could you be part of this fantastic team?

The Appointee Finance Assistant will need good experience of managing money/personal finance to include budgeting skills.  Knowledge of current benefits would be desirable but not essential as training will be provided.

The following are essential requirements:

  • Excellent communication skills both verbal and written
  • 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
  • Working knowledge of current benefits
  • Experience of budget managing

This post of Appointee Finance Assistant is subject to a satisfactory enhanced DBS check.

If you are a motivated individual with a passion for helping others with strong money/personal finance and budgeting skills, we would love to hear from you.