Client Financial Services Officer

Birmingham City Council; United Kingdom; On-site; GBP 28,000 - 35,000; Full time

Job summary

A local government authority in the UK is seeking Client Financial Services Officers to conduct financial assessments for individuals in care and manage direct payment systems. The role requires strong customer service skills and an understanding of financial processes. Candidates will receive comprehensive training and must provide a CV and Personal Statement detailing their qualifications. This is a permanent position, working 36.5 hours a week, offering a salary range of £28,598 to £34,434.

Benefits

Full training provided

Disability Confident Leader employer

Positive and equitable recruitment process

Qualifications

• Experience providing financial assessments for vulnerable individuals.
• Ability to process direct payments accurately.
• Strong customer service skills for internal and external clients.

Responsibilities

• Conduct financial assessments for care services.
• Provide high-quality financial services to customers.
• Administer and maintain complex financial processes.
• Act as an escalation point for unusual situations.
• Keep updated with legislation and welfare reforms.
• Contribute to minimising directorate debt.

Skills

Financial assessments

Account management

Direct payments processing

Customer service

Compliance knowledge

Team support

Job description

Client Financial Services Officer (x3)

Permanent

Grade B - £28,598 - £34,434

Consultation grade - subject to formal evaluation under the Pay Equity Review

Working 36.5 hours per week

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 oversees the Appointee and Court Deputy service, which assists vulnerable citizens to manage their finances.

We have 3 opportunities to support in the following areas:

• 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

The role of the Client Financial Services Officer can include:

• The 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

Birmingham City Council is an accredited Disability Confident Leader employer, andwe arecommitted to employing, 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 enquires 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.

Job Description and PersonSpecification