Finance Officer (SO1)

i-Jobs; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial consultancy is hiring a Finance Officer for the University Hospital Lewisham in London. The successful candidate will provide on-site financial support and guidance to ensure smooth placements and discharges. Candidates must possess strong organizational and record-keeping skills, along with experience in adult social care financial assessments. The role requires proficiency in case management systems, specifically Liquidlogic and ContrOCC, as well as the ability to manage sensitive conversations effectively.

Qualifications

• Proven experience in managing sensitive conversations and working under pressure.
• Strong record-keeping skills are essential for maintaining client records.
• Familiarity with adult social care and financial assessment procedures is required.

Responsibilities

• Provide financial advice and support for timely placements and discharges.
• Act as the main finance contact for social work colleagues and clients.
• Explain financial policies to clients and staff across hospital pathways.
• Guide on capital thresholds and state-funded responsibilities.
• Assist clients and representatives with funding applications and checks.
• Maintain accurate records in case management systems and update spreadsheets.

Skills

Experience working in a fast-paced environment

Ability to manage sensitive conversations with empathy

Strong organizational skills

Knowledge of adult social care processes

Proficiency with case management systems

Tools

Liquidlogic

ContrOCC

Job description

Finance Officer

Location: University Hospital Lewisham, Lewisham High Street, London, SE136LW

Start Date: ASAP

Contract Duration: 2+ Months

Working Hours: Mon Fri, 09:00

Pay Rate: £22.14 per hour (8 weeks hours per week: 35)

Job Ref: OR20727

Job Responsibilities

• Provide on-site financial advice and support to clients and their representatives to ensure timely care home placements and hospital discharge.
• Act as the main contact for social work colleagues, clients, and representatives on finance-related queries across hospital and community pathways.
• Explain financial assessment policies, Care Act statutory duties, and Council/NHS processes to clients, representatives, social workers, and NHS colleagues.
• Advise on capital thresholds, 12-week disregards, property ownership impacts, and local authority responsibilities for state-funded or privately funded clients.
• Guide on matters involving clients without financial representatives, including Court of Protection applications, Deputy appointments, Panel Deputy, and Lewisham Money Management options.
• Support client representatives with Interim Funding applications, documentation, and care home funding requirements.
• Complete Court of Protection checks for Attorneys/Deputies.
• Assist private funders in identifying suitable care home placements to facilitate expedited discharge.
• Maintain accurate records in Liquidlogic and ContrOCC case management systems.
• Present cases to the Interim Funding Panel, monitor progress, and ensure social workers update necessary tasks.
• Maintain and update the Interim Funding Spreadsheet, monitor nearing expiration cases, and manage loan agreements, letters, and repayment tracking.
• Screen applications for the Client Money Management Team, ensuring completeness and absence of conflicts of interest.
• Provide guidance on client charging queries for staff, service users, and representatives.

Person Specification

Must-Have Requirements

• Experience working in a fast-paced environment with tight deadlines.
• Ability to manage sensitive or emotional conversations with empathy.
• Strong organisational and record-keeping skills.
• Knowledge of adult social care processes and financial assessments.
• Proficiency with case management systems (e.g., Liquidlogic, ContrOCC).

Nice-to-Have Requirements

• Previous experience in Adult Social Care Financial Assessments.
• Familiarity with Court of Protection procedures and Deputyship.
• Understanding of interim funding procedures and care home placement processes.

Additional Instructions

• This role is based at Lewisham Hospital and does not involve hybrid working.
• Performance will influence the potential for contract extension.
• Full training will be provided by the Financial Assessment Team Lead and Arranging Care Team managers.

DISCLAIMER

By applying for this vacancy, you consent to your personal information being shared with our client and any relevant third parties we engage with, for the purpose of assessing your suitability specific organizations or hirers to whom you do not wish your details to be disclosed.