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For Companies At a Glance
- Tasks: Manage finances for vulnerable clients, ensuring their needs are met and goals achieved.
- Company: Join Appointee Services Ltd, a compassionate financial services provider making a real difference.
- Benefits: Supportive team environment, ongoing development, and the chance to impact lives positively.
- Why this job: Be part of a purpose-led business that values integrity and excellence.
- Qualifications: Organised, empathetic, and a clear communicator; knowledge of DWP benefits is a plus.
- Other info: Dynamic role with opportunities for personal growth and client engagement.
The predicted salary is between 36000 - 60000 £ per year.
Due to growing client demand, we are seeking a motivated Client Finance Coordinator to join our expanding team.
Who We Are
At Appointee Services Ltd, we provide specialist financial services to vulnerable adults across the UK. We act as corporate appointees and financial deputies, ensuring clients’ monies are safeguarded, their liabilities are met, and that they are supported in achieving their personal financial goals. Our work is trusted, compassionate, and compliance-led — making a real difference to the lives of the people we serve.
The Role
As a Finance Officer, you will play a vital part in delivering a high-quality, efficient service to our clients and contributing to the day-to-day running of our organisation. This is a varied and rewarding role that blends finance, administration, and client support, all within a safeguarding-focused environment.
Your main responsibilities will include but are not limited to:
- Managing financial responsibilities for a caseload of vulnerable clients, including budgeting, paying bills, and processing benefits and entitlements.
- Completing and checking financial assessment forms for care contributions.
- Preparing key client documentation (e.g. bundles for deputyship, deceased estates, and client relinquishments).
- Handling client queries, escalating where appropriate, and providing front-line cover when needed.
- Undertaking client visits and occasional property checks as part of our property service.
- Liaising with social workers, care providers, agencies, and external stakeholders.
- Ensuring all systems are accurately updated, notes well documented, and tasks completed in line with deadlines and safeguarding practices.
- Supporting the wider team in identifying new business opportunities and improving client engagement.
Attributes
- Organised and reliable, with a strong attention to detail.
- Able to follow instructions and work independently.
- Empathetic and confident when dealing with vulnerable individuals.
- Knowledgeable about DWP benefits and social care systems (preferred).
- A clear communicator, both written and verbal.
- A good team player with a proactive and collaborative mindset.
Why Join Us?
Working with Appointee Services Ltd means becoming part of a purpose-led business that values people, integrity, and excellence. You’ll work in a supportive team, receive ongoing development, and be empowered to make a meaningful difference in the lives of clients who need your help the most.
Client financial Liaison Officer in Chatham employer: Appointee Services Ltd
Contact Detail:
Appointee Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client financial Liaison Officer in Chatham
✨Tip Number 1
Network like a pro! Reach out to people in the finance and social care sectors. Attend events, join online forums, and connect with professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their mission of supporting vulnerable adults and think about how your skills align with that. We want to see your passion for making a difference!
✨Tip Number 3
Practice your communication skills! As a Client Finance Coordinator, you'll need to be clear and empathetic when dealing with clients. Role-play common scenarios with friends or family to build your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to reach out directly.
We think you need these skills to ace Client financial Liaison Officer in Chatham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in finance and client support. We want to see how your skills align with our mission of providing compassionate financial services.
Showcase Your Empathy: Since we work with vulnerable adults, it’s crucial to demonstrate your understanding and empathy in your application. Share examples of how you've supported individuals in challenging situations — it’ll make you stand out!
Be Clear and Concise: When writing your application, keep it clear and to the point. Use straightforward language and avoid jargon. We appreciate a well-structured application that’s easy to read and understand.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Appointee Services Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of DWP benefits and social care systems. Familiarise yourself with the financial responsibilities you'll be managing, as well as the specific needs of vulnerable clients. This will show that you're not just interested in the role, but that you understand its importance.
✨Show Your Empathy
Since this role involves working with vulnerable individuals, it's crucial to demonstrate your empathetic side. Prepare examples from your past experiences where you've successfully supported someone in need or handled sensitive situations with care. This will highlight your ability to connect with clients on a personal level.
✨Be Organised
As a Client Finance Coordinator, organisation is key. Bring along a planner or notes to the interview to showcase how you manage tasks and deadlines. Discuss your strategies for keeping track of multiple clients and their financial needs, which will reassure them of your reliability.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company and the role. Inquire about their approach to client engagement or how they support their team in identifying new business opportunities. This shows that you're genuinely interested in contributing to their mission and are eager to be part of their team.
