Liaison Officer

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Job Title: Liaison Officer
Starting Salary: £32,578 progressing to £35,570
Hours: 37 hours per week
Location: Farnham House, Stevenage with hybrid working
Contract Type: Permanent
Directorate: Adult Care Services

The Client Finance Team supports vulnerable adults who are unable to manage their own financial affairs who have been assessed as lacking mental capacity. Acting as Appointees and Deputies, we help safeguard clients' income, assets and financial wellbeing, ensuring all decisions are made in their best interests.

As part of the Money Advice Unit, we work collaboratively with Adult Social Care colleagues, healthcare professionals, legal services and external organisations to provide specialist financial support and guidance across Hertfordshire.

This is an exciting time to join our growing team. You'll have the opportunity to develop expertise in Appointeeship, Deputyship and client financial management while making a meaningful difference to people's lives. We are a supportive and collaborative team, looking for empathetic individuals who want to help vulnerable adults remain independent and thrive within their communities.

This role is one of a range of new roles being advertised within our Money Advice and Client Finance service at this exciting time of growth. Check out our website for other opportunities.

Make a real difference to the lives of vulnerable adults by helping secure the financial support and legal protections they need. You'll coordinate Appointeeship and Deputyship applications, working collaboratively with social care, legal and healthcare professionals, families, the DWP, and the Court of Protection to ensure cases are progressed smoothly, accurately, and in line with legislation.

You’ll play a key role in helping vulnerable adults manage their finances and access the support they’re entitled to. Working closely with social workers, healthcare professionals, legal teams, and external agencies, you’ll coordinate financial protection arrangements and ensure clients receive the right income, benefits, and support at the right time.

• Managing new referrals and ensuring they meet service criteria.
• Working with colleagues and partner agencies to gather information and progress cases efficiently.
• Supporting applications for Appointeeship and Deputyship through the Department for Work and Pensions (DWP) and Court of Protection.
• Helping clients maximise their income by ensuring benefits, pensions, and other entitlements are in place.
• Reviewing financial information, opening and managing client accounts, and supporting financial consolidation where required.
• Liaising with assessment teams to ensure accurate financial assessments and prevent debt from arising.
• Monitoring case progress, maintaining accurate records, and ensuring legal and procedural deadlines are met.
• Managing complex cases in partnership with social care, legal, health, and financial professionals.
• Conducting home and bank visits where required to support clients and progress cases.
• Ensuring cases are appropriately closed and relevant organisations are notified when circumstances change.

This role offers the opportunity to make a real difference by safeguarding the financial wellbeing of vulnerable adults, helping them access vital income and support while working as part of a collaborative, specialist team.

We're looking for someone who is passionate about supporting vulnerable adults and has the skills, confidence and professionalism to manage a varied caseload.

You will be an organised and proactive individual with excellent attention to detail, strong numerical skills and the ability to…