Client Financial Services Assistant

We Manage Jobs(WMJobs); Birmingham; Hybrid; GBP 24,000 - 26,000; Full time

Job summary

Birmingham City Council seeks a Client Financial Services Assistant to provide clerical support and customer service. This role involves managing communications and assisting in financial assessments for adults in care services. Applicants should have relevant finance or care experience, and flexible working options are available.

Qualifications

• Experience in finance or care desirable.
• Recent clerical or customer service experience in adult Social Care valued.

Responsibilities

• Provide clerical support and customer service.
• Process mail, manage a busy phone line.
• Support wider operations of Client Financial Services.

Skills

Clerical experience

Customer service

Finance knowledge

Job description

Client Financial Services Assistant

Type: Permanent

Grade: Grade 2 - £24,027 - £25,992

Consultation grade: Subject to formal evaluation under the Pay Equity Review

Working hours: 36.5 hours per week

Location: Council House / Hybrid

Role Overview

The Client Financial Services Assistant provides clerical support, customer service, and administrative assistance within the team. Responsibilities include processing mail and emails, managing a busy phone line, and supporting the wider operations of Client Financial Services.

About Client Financial Services

This team conducts financial assessments for adults receiving care services from Birmingham City Council. They monitor over 3000 accounts, administer the Direct Payment system, and oversee the Appointee and Court Deputy services. They also provide advice on financial aspects of the care process.

Candidate Requirements

We seek individuals who can start immediately, with previous experience in finance or care being highly desirable. Recent clerical or customer service experience in an adult Social Care setting is particularly valued.

Additional Information

Flexibility is valued; staff may be asked to work across departments as needed, with training provided. Previous applicants need not reapply.

Application Process

Please upload an up-to-date CV and a Personal Statement outlining how you meet the essential criteria, your skills, experience, and motivation for applying. The Personal Statement should not exceed 1500 words. Applications without both documents will not be considered.

Equal Opportunities and Support

Birmingham City Council is a Disability Confident Leader employer. We are committed to supporting all applicants and employees, including reasonable adjustments and accessible recruitment processes. We welcome applications from those with caring responsibilities, and flexible working options will be considered.

Additional Requirements

A DBS check will be conducted. Proof of right to work in the UK is required, and non-UK applicants (excluding Ireland) must hold a valid UKVI visa.

Job Description and Person Specification