Appointee Finance Assistant (Hybrid working)

Emmerson Ross Recruitment; Totnes; Hybrid; GBP 25,000; Full time

Job summary

A leading charity in Devon seeks an Appointee Finance Assistant to help individuals manage their benefits and finances. This rewarding position offers a hybrid working model with both full-time and part-time options, ideal for those passionate about supporting vulnerable adults with budgeting and financial management.

Benefits

25 days annual leave plus bank holidays

Company pension scheme

Private health scheme

Free on-site parking

Hybrid working after probation

Qualifications

• Experience in managing personal finances and budgeting.
• Excellent verbal and written communication skills.
• Ability to work independently and manage a caseload.

Responsibilities

• Claiming and managing entitled benefits.
• Budgeting for individual clients and monitoring outgoings.
• Maintaining client databases and records.

Skills

Communication

Budgeting

Teamwork

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Appointee Finance Assistant (Hybrid working)

Report

Ad nr: 143092
Published: 13 April 2024, views: 8

Main characteristics

Location: Totnes, Devon

Company: Emmerson Ross Recruitment

Salary: £24,780/annum, Hybrid working, FT & PT hours

Employment type: Permanent

Category: Accounting / Financial / Insurance

Job summary

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

This position is suitable for someone keen to help individuals who cannot manage their own benefits and finances due to lack of knowledge or capacity. Experience with the Department of Work and Pensions would be highly beneficial.

The Appointee Finance Assistant will be eligible for hybrid working after a successful three-month probation period, typically involving 2 office days and 3 home working days per week. Both full-time and part-time hours (minimum 4 days/week) are considered.

Benefits include:

• Hybrid working after probation
• 25 days annual leave plus bank holidays (pro-rated)
• Up to 37.5 hours/week (minimum 30 hours over 4 days)
• Salary: £24,780 (FTE)
• Company pension scheme
• Private health scheme
• Free on-site parking

Responsibilities

• Claiming and managing entitled benefits
• Ensuring funds are used in the client’s best interest
• Budgeting for individual clients and monitoring outgoings
• Maintaining client databases and records
• Managing personal funds for clients
• Completing DWP forms and financial assessments for Local Authorities
• Liaising with clients, Local Authorities, social workers, and other professionals
• Securing personal data under GDPR
• Attending training to keep benefit knowledge current
• Performing additional duties as required

The ideal candidate will have experience in managing personal finances and budgeting. Knowledge of current benefits is desirable but not essential, as training will be provided.

Essential requirements:

• Excellent verbal and written communication skills
• Proficient in Microsoft Word, Excel, and Outlook
• Ability to work independently and manage a caseload
• Teamwork and knowledge sharing skills
• Own vehicle and willingness to travel within Devon and Cornwall (mileage paid)

Desirable requirements:

• Experience with the Department of Work and Pensions
• Experience completing financial assessments
• Knowledge of grants, schemes, reductions, and exemptions for low-income households
• Experience working with vulnerable adults
• Knowledge of current benefits and budget management

This position is subject to a satisfactory enhanced DBS check.

If you are motivated and passionate about helping others with strong money and budgeting skills, we would love to hear from you.