Financial Professional. LilyLifestyle

Assistant Finance Officer

Location:

Lincoln

Contract type:
Contract

Hourly rate: £12.85 per hour

Working pattern: 2 days a week in the office – 3 days remote. First two weeks will be full time in the office.

Responsibilities:

• Oversee a designated caseload of Deputyship and Appointee ship clients, ensuring financial affairs are administered in line with Court of Protection Orders, DWP Appointee ship authorisations, the Mental Capacity Act 2005, and OPG Deputy Standards, working within defined procedures and with access to supervisory support.
• Undertake financial assessments and reviews within established procedures, reconciling income, savings, debts and liabilities to establish accurate financial positions that inform case management decisions, escalating to a senior colleague where cases exceed standard parameters.
• Maintain and monitor state benefits and pension arrangements, ensuring entitlements are maximised, changes are reported, and straightforward incorrect decisions are challenged where appropriate to safeguard client’s income, referring complex benefit matters to a senior colleague.
• Develop and maintain individual spending plans within agreed frameworks, ensuring financial commitments are met including care costs, housing, utilities and debts, organise funeral arrangements and complete the initial steps of the deceased process. Administer personal spending allowances that meet each client’s needs and promote their independence and financial wellbeing.

Equal opportunities employer:
Colbern Limited along with our clients are an equal opportunities employer.