At a Glance
- Tasks: Manage finances for vulnerable adults, ensuring their financial wellbeing and compliance with legal standards.
- Company: Colbern Limited, a supportive employer with various opportunities.
- Benefits: Competitive pay, flexible working arrangements, and career development.
- Other info: Join a dynamic team with a commitment to equal opportunities.
- Why this job: Make a real difference in people's lives while gaining valuable finance experience.
- Qualifications: Experience in finance and strong organisational skills required.
The predicted salary is between 26500 - 27500 £ per year.
Our client is looking for an experienced Assistant Finance Officer 2 days a week in the office - 3 days remote. The first two weeks would be full time in the office.
The post holder oversees a caseload of Deputyship and Appointee ship clients, safeguarding the financial wellbeing of vulnerable adults who lack capacity to manage their own finances. Acting under Court of Protection and Department for Work and Pensions authority, the role supports the Council’s legal responsibilities as a Public Authority Deputy or Corporate Appointee, ensuring all actions are taken in clients’ best interests and in line with the Mental Capacity Act 2005 and Office of the Public Guardian standards.
- Oversee a designated caseload of Deputyship and Appointee ship clients, ensuring financial affairs are administered in line with Court of Protection Orders, DWP Appointee ship authorisations, the Mental Capacity Act 2005, and OPG Deputy Standards, working within defined procedures and with access to supervisory support.
- Undertake financial assessments and reviews within established procedures, reconciling income, savings, debts and liabilities to establish accurate financial positions that inform case management decisions, escalating to a senior colleague where cases exceed standard parameters.
- Maintain and monitor state benefits and pension arrangements, ensuring entitlements are maximised, changes are reported, and straightforward incorrect decisions are challenged where appropriate to safeguard clients’ income, referring complex benefit matters to a senior colleague.
- Develop and maintain individual spending plans within agreed frameworks, ensuring financial commitments are met including care costs, housing, utilities and debts, organisation of funeral arrangements and completion of initial steps of the deceased process. Administration of personal spending allowances that meet each client’s needs and promote their independence and financial wellbeing.
The first part of our recruitment process is to send your CV. Should you be shortlisted, Colbern Limited will contact you within 5 days or we may contact you about other job opportunities. Colbern Limited along with our clients are an equal opportunities employer.
Financial Professional in Lincoln employer: Colbern Limited
Colbern Limited is an exceptional employer that prioritises the financial wellbeing of vulnerable adults while fostering a supportive and collaborative work environment. With flexible working arrangements, including remote options, and a commitment to employee growth through ongoing training and development, we empower our staff to make a meaningful impact in their roles. Located in Lincoln, our team enjoys a strong sense of community and purpose, making it a rewarding place to build a career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Professional in Lincoln
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching common questions for finance roles. Practise your answers, focusing on how your experience aligns with the responsibilities of an Assistant Finance Officer. Confidence is key!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the position. It keeps you fresh in their minds.
✨Tip Number 4
Check out our website regularly for new job postings. We’re always updating our listings, and applying directly through us can give you a better chance at landing that dream job!
We think you need these skills to ace Financial Professional in Lincoln
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Assistant Finance Officer role. Highlight relevant experience, especially in financial assessments and working with vulnerable clients. We want to see how your skills match what we're looking for!
Showcase Your Skills:Don’t just list your duties; showcase your achievements! Use specific examples that demonstrate your ability to manage finances and support clients effectively. This helps us see the real impact you've made in previous roles.
Keep It Professional:While we love a friendly tone, remember to keep your application professional. Use clear language and check for any typos or errors. A polished application shows us you’re serious about the role!
Apply Through Our Website:We encourage you to apply through our website for the best chance of being noticed. It’s super easy, and you’ll find more opportunities there too. Let’s get your application in!
How to prepare for a job interview at Colbern Limited
✨Know Your Legislation
Familiarise yourself with the Mental Capacity Act 2005 and the Office of the Public Guardian standards. Being able to discuss these laws confidently will show that you understand the legal framework surrounding the role and can apply it in practice.
✨Demonstrate Financial Acumen
Prepare to discuss your experience with financial assessments and managing client caseloads. Bring examples of how you've reconciled income, savings, and debts in previous roles, as this will highlight your ability to handle the responsibilities of the position.
✨Showcase Your Client-Centric Approach
Be ready to talk about how you prioritise clients' best interests. Share specific instances where you've advocated for a client's financial wellbeing or challenged incorrect decisions regarding benefits, as this demonstrates your commitment to safeguarding vulnerable adults.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the team dynamics. Inquire about the support structure for new hires or how success is measured in the position. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
