Appointee & Deputyship Finance Case Manager

Hertfordshire County Council; Stevenage; On-site; GBP 30,000 - 40,000; Full time

Job summary

Hertfordshire County Council is seeking an empathetic and highly organised professional to manage Appointee and Deputyship cases for vulnerable adults who lack capacity to handle their own finances.

You will oversee income, benefits, bank accounts and assets, while liaising with DWP, OPG and care partners to achieve positive outcomes. A strong IT and record-keeping capability is essential.

Qualifications

• Has knowledge of Appointeeship and Deputyship responsibilities, including relevant legislation and guidance, and experience working with organisations such as the DWP, Office of the Public Guardian (OPG) or Court of Protection, or the ability to quickly develop this knowledge.
• Has experience, or transferable skills, in supporting vulnerable adults and managing financial matters such as banking arrangements, bill payments, debt solutions and financial administration.
• Understands welfare benefits, debt management and financial inclusion, with a commitment to helping people manage their finances in their best interests.
• Is highly organised and able to manage a varied caseload, prioritise competing demands and work independently using sound judgement.
• Has strong numerical, administrative and IT skills, including experience using Microsoft Office, financial systems and case management databases.
• Can build positive relationships and communicate effectively with clients, families, colleagues and partner organisations.
• Works well both independently and as part of a team, and is willing to undertake home and bank visits when required.

Responsibilities

• Managing a caseload of Appointee and Deputyship cases.
• Ensure people are receiving the correct income (including state pension, means tested and non means tested benefits)
• Oversee the management of people's bank accounts, complete transfer of personal accounts to deputy accounts, and review and manage assets including savings, and undertake financial inclusion work
• Liaise with a range of organisations including the Department for Work and Pensions (DWP), Office of the Public Guardian (OPG), financial institutions, legal representatives and healthcare professionals.
• Maintain accurate records of income, expenditure and financial transactions.
• Prepare annual accounts and support statutory reporting requirements.
• Provide guidance and specialist advice to Adult Social Care teams on Appointeeship and Deputyship matters.
• Maintain accurate financial and client records using council systems.

Skills

Appointeeship

Deputyship

Financial management

Case management

Stakeholder liaison

Tools

Microsoft Office

Financial systems

Case management databases

Job description

Hertfordshire County Council is seeking an empathetic and highly organised professional to manage Appointee and Deputyship cases for vulnerable adults who lack capacity to handle their own finances.

You will oversee income, benefits, bank accounts and assets, while liaising with DWP, OPG and care partners to achieve positive outcomes. A strong IT and record-keeping capability is essential.