Client Finance Officer

Working hours:

35 hours per week

Contract type:
Permanent

Working style:
Hybrid - Employees split their time between working remotely (e.g., from home) and working on-site (e.g., in an office).

Closing date: 11.59pm, 24 September 2026

Interview method: in person

Applicants must have existing right to work in the UK, as visa sponsorship is not available for this position.

• Legal right to Work:
  In accordance with Home Office guidance, successful candidates must evidence their right to work in the UK before commencement of employment.
• 2 References - where possible we require 3 years' history.
• BPSS (Baseline Personnel Security Standard) clearance - this post is subject to BPSS checks. You will therefore be required to consent to and comply with BPSS checking requirements prior to commencing in this post. This check involves verification of identity; nationality and immigration status; employment history (past 3 years) and basic criminal record check.
• DBS (Disclosure and Barring Service) clearance - this post is covered by the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 (amended in 2013). Appointable candidates will be required to apply for a Standard Disclosure and Barring Service (DBS) check. Information provided by you or the DBS will be dealt with in a confidential manner and in accordance with the DBS Code of Practice which can be viewed here.
  
  We have a policy on the Employment of Ex-Offenders and it is available upon request.

Client Financial Services is part of Corporate Financial Management, supporting Adult Social Care teams and provides an appointee and deputyship service managing the personal financial affairs for vulnerable adults.

You’ll work as part of the Client Financial Services team and contribute to providing a high quality service for all appointee and deputy customers. You’ll be responsible for the accurate and timely management and safeguarding of personal finances for vulnerable adults who lack mental capacity.

You’ll oversee a caseload of customers, with reference to their personal finances, welfare benefit entitlements, savings, investments, debts and expenditure needs, but also having an understanding of their safeguarding and social care needs. The work is undertaken in accordance with key guidelines, policies and legislation from the Department of Work and Pensions (DWP), the Court of Protection (COP), The Office of the Public Guardian and the Mental Capacity Act.

You may be able to work from home or remotely some of the time, or for certain tasks or limited days or hours. For the rest of the time, you will be required to work at council sites or offices. This will depend on your role’s responsibilities and your personal circumstances.

You’ll work as part of a team of Client Finance Officers, but will self-manage your own caseload of clients, taking responsibility for the effective management of their financial affairs in accordance with the relevant policies and guidelines.

• Extensive and demonstrable working knowledge of the Welfare Benefits System and benefit entitlements, with the ability to apply this knowledge effectively in complex casework and decision-making
• Good basic knowledge of financial processes
• Good basic knowledge and understanding of Adult Social Care

• are highly motivated, with knowledge and working experience of welfare benefit entitlement rules
• have an understanding of financial processes and experience of working in a financial setting or in a social care setting with vulnerable adults
• can respond to queries from a wide range of both internal and external stakeholders, in an efficient and…