Client Finance Caseworker – Appointee & Deputyship

Hertfordshire; Farnham; Hybrid; GBP 33,000 - 36,000; Full time

Job summary

Hertfordshire County Council is looking for a Client Finance Casework Officer to manage Appointee and Deputyship caseloads for adults lacking capacity. You will safeguard incomes, oversee bank accounts and maintain records, working with DWP, OPG and legal partners to achieve positive outcomes.

This Level 8 role involves financial management, casework and collaboration to support vulnerable adults, with hybrid working and a supportive team environment.

Qualifications

• This role requires knowledge of Appointeeship and Deputyship responsibilities.
• Experience with the DWP, OPG or Court of Protection or the ability to develop this knowledge.
• Experience or transferable skills in supporting vulnerable adults and managing financial matters.
• Highly organised with the ability to manage a varied caseload and work independently.
• Strong numerical, administrative and IT skills with MS Office and case management databases.
• Ability to build relationships and communicate with clients and partner organisations.

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 DWP, OPG, financial institutions, legal representatives and healthcare professionals.
• Maintain accurate records of income, expenditure and financial transactions.
• Preparing annual accounts and supporting statutory reporting requirements.
• Provide guidance and specialist advice to Adult Social Care teams on Appointeeship and Deputyship matters.
• Maintaining accurate financial and client records using council systems.

Skills

Appointeeship

Deputyship

Financial management

Numerical skills

IT skills

Tools

Microsoft Office

Job description

Hertfordshire County Council is looking for a Client Finance Casework Officer to manage Appointee and Deputyship caseloads for adults lacking capacity. You will safeguard incomes, oversee bank accounts and maintain records, working with DWP, OPG and legal partners to achieve positive outcomes.

This Level 8 role involves financial management, casework and collaboration to support vulnerable adults, with hybrid working and a supportive team environment.