Client Financial Services Officer

Birmingham City Council; Birmingham; On-site; GBP 30,000 - 40,000; Full time

Job summary

A local government body in Birmingham is seeking a dedicated financial professional to conduct assessments for vulnerable individuals receiving care. Key responsibilities include providing support during financial assessments, maintaining financial monitoring processes, and ensuring compliance with relevant legislation. The successful candidate will possess strong analytical skills, excellent communication abilities, and a relevant qualification in finance or social care. Extensive training will be provided, and the role offers competitive benefits including generous leave and pension schemes.

Benefits

Generous annual leave

Great pension scheme

Well-being support

Annual travel passes

Discounts at city centre establishments

Qualifications

• Experience in conducting financial assessments for vulnerable individuals.
• Ability to provide clear guidance and support.
• Knowledge of welfare reforms and compliance legislation.

Responsibilities

• Complete financial assessments for individuals in care.
• Provide high-quality services to customers.
• Maintain financial processes for complex cases.
• Support colleagues and act as a point of escalation.
• Keep updated with relevant legislation and reforms.
• Contribute to minimizing debts and continuous improvement.

Skills

Financial assessment skills

Communication skills

Analytical skills

Knowledge of legislation

Education

Relevant qualification in finance or social care

Job description

Client Financial Services is a unique team responsible for conducting the financial assessments of adults who receive care services provided by Birmingham City Council. Client Financial Services also handle the financial monitoring of over 3000 accounts, administer Birmingham City Council's Direct Payment system for providing care, and also oversee the Appointee and Court Deputy service, which assists vulnerable citizens to manage their finances.

Opportunities

• Financial Assessment for People Receiving Care
  Work directly with vulnerable individuals and their families, providing clear guidance and support during financial assessments
• Direct Payments Processing
  Help people manage their care funding by processing direct payments accurately and efficiently
• Account Management & Billing
  Join the team that handles invoices and payments for care providers

Responsibilities

• Completion of financial assessments for people living in a care home
• Provide high-quality financial services to internal and external customers
• Administer and maintain financial processes, including complex cases
• Offer guidance and support to colleagues, acting as an escalation point for unusual situations
• Keep up to date with legislation and welfare reforms to ensure compliance
• Help minimise directorate debt and contribute to continuous improvement

All training will be provided.

Please upload an up-to-date CV and Supporting Statement via the attachments part of your application. The Supporting Statement should outline how you meet the criteria for the role through your personal qualities, skills and experience and include your motivation for applying to the post. Note the Personal Statement should be no more than 1500 words. Unfortunately, we cannot consider any applications without a CV and Personal Statement attached.

Equity and Diversity

Birmingham City Council is an accredited Disability Confident Leader employer, and we are committed to empowering, retaining and developing all of our people. We want to ensure your recruitment journey with us is a positive and equitable one, so please let us know if there are any reasonable adjustments, additional support, accessibility needs, or if there is any way in which we can support you through your application.

For any informal enquiries please contact: Resourcing Team A. Disclosure and Barring Service (DBS) check will be undertaken. Proof of Right to work in the UK will be required for all applicants in accordance with UK Home Office requirements, before any employment offer can be confirmed.

Working for Birmingham City Council is more than just a job; it's about making life better for the 1 million plus people who live and work in the city. The Council is a fantastic place to work. You will find an organisation that is both challenging and supportive; with a leadership impatiently adventurous in its pursuit of excellence.

Council Priorities

• A Prosperous Birmingham
  through a focus on inclusive economic growth, tackling unemployment, attracting inward investment, and maximising the benefits of the Commonwealth Games.
• An Inclusive Birmingham
  through a focus on tackling poverty and inequality, empowering citizens, promoting diversity and civic pride, and supporting and enabling all children and young people to thrive.
• A Safe Birmingham
  through a focus on making the city safer, safeguarding vulnerable citizens, increasing affordable housing, and tackling homelessness.
• A Healthy Birmingham
  through a focus on tackling health inequalities, encouraging physical activity and healthy living, supporting mental health, and improving outcomes for adults with disabilities and older people.
• A Green Birmingham
  through a focus on street cleanliness, improving air quality, continuing the route to net zero, and becoming a city of nature.

We see the Council's role as providing strategic leadership - that's being able to visualise a new future for the city and equipping others to share our vision. We want to ensure the provision of services for all, so we can support those least able to support themselves by working with partners and putting citizens and neighbourhoods at the heart of our decision-making. We are always looking for people who put the customer at the centre of their approach, with a commitment to excellence to help us achieve our vision. We will support you to develop and thrive in your role, building a pathway for long-term success, with lots of development opportunities, such as apprenticeships.

Role Benefits

In return, we offer you excellent terms and conditions, generous annual leave, a great pension scheme, well-being support, annual travel passes and discounts at a number of city centre establishments.