Claims Officer

Ambition North Wales offers an attractive employment package. Applicants will be required to reach the linguistic level noted in the Person Specification.

Person Specification Values and Behaviours

• We are Ambitious - We strive to deliver the best for North Wales. We are leaders in our fields, opinion formers and influencers, and we challenge conventional thinking. We pursue high standards, aim to be our best, and continuously develop ourselves professionally.
• We work Collaboratively - We share knowledge, skills, information and support and ensure to keep colleagues informed. We always help each other, facilitate opportunities for North Wales and recognise that our collective impact is more significant than our individual impact.
• We do the right thing - We do the right thing, not what is easy. We challenge unethical behaviour and speak out when things don't feel right. We are respectful, fair and considerate and can be trusted to deliver agreed commitments on time.
• We make a difference - We pursue opportunities to make a difference in North Wales. We champion the Welsh language, heritage and culture and support regional charities. We protect the environment and seek opportunities to reduce our footprint.

Core behaviours for all roles

• Leadership – we all lead by example and are all leaders within our own areas.
• Responsibility – we take responsibility for our work, performance and development.
• Respect – we respect our colleagues, partners and stakeholders and demonstrate this throughout our work and in how we build effective relationships.

Qualifications

• NVQ 3 or similar qualification in a relevant field.

Experience, Knowledge and Skills

• Experience of working in a Financial administrative role.
• Experience maintaining accurate financial records and meeting audit and regulatory requirements.
• Experience implementing systems and processes.
• Experience working to tight deadlines and managing multiple priorities under pressure.
• Understanding of Financial Management practices and financial regulations.
• Knowledge of grant funding requirements, financial compliance and audit processes.
• Excellent financial analysis and numerical skills.
• Communication skills for raising queries, liaising with project sponsors.
• Strong organisational skills, with the ability to manage multiple priorities simultaneously.
• High attention to detail and accuracy in all financial documentation.
• Experience of working to a tight timescale and under pressure.

Language Requirements

For this role the following requirements are DESIRABLE:

• Listening and Speaking – Able to deal with all aspects of the job verbally in a confident manner in both English and Welsh.
• Reading and Understanding – Able to use and interpret correctly any information in both English and Welsh from a wide variety of sources in order to deal with all aspects of the post.
• Writing – Able to present written information in both English and Welsh with complete confidence using the most appropriate language and style to meet the needs of the reader.
• An understanding of the importance of the Welsh Language to the region and a willingness to develop and improve their Welsh language skills.

Job Description Purpose of Role: The purpose of this role is to provide comprehensive financial administration support to ensure the accurate, compliant and timely administration of grant‑related financial claims, maintaining robust financial records and supporting Ambition North Wales and project sponsors to meet funding requirements effectively.

Responsible for embodying the values and behaviours of Ambition North Wales. Collective responsibility as part of the team to deliver on the priorities of Ambition North Wales. Responsible for supporting colleagues and team members to deliver on the priorities of Ambition North Wales. Act as an ambassador for Ambition North Wales and the region.

Role Specific Responsibilities

• Support the Finance Project Manager with the monitoring of assigned project budgets, maintaining an oversight of budget performance, identifying variances, and escalating issues where required.
• Receive financial claims and ensure all submissions are complete, accurate and received in line with the Grant Funding Agreement, claims processes, approved budget and relevant contract procedure rules.
• Check claims supporting evidence for completeness, accuracy and compliance, raising queries or requesting clarification where required.
• Identify any variances or inconsistencies and escalate issues to the relevant Project Manager where necessary.
• Prepare the claim for payment and submit for Authorisation and Payment by the authorised officers.
• Support, maintain and identify opportunities for improvement of the Grant Claiming Process for Ambition North Wales grants.
• Acting as the key finance contact for external project sponsors.
• Maintain a robust financial management system (spreadsheet or database) to log claims received, monitor progress, track payments, and ensure accurate financial records.
• Ensuring the system provides an up‑to‑date position on claims status, audit trail, and payment cycles for reporting purposes.
• Support the preparation and submission of accurate and timely grant claims for external funding Ambition North Wales are in receipt of, ensuring compliance with funder requirements and full supporting evidence is maintained.
• Raise purchase orders (POs), process invoices and maintain accurate financial records in line with procurement and financial procedures.
• Support the Finance Project Manager to ensure that all funding is managed in accordance with relevant financial regulations, maintaining full and accurate records for audit purposes.
• Undertake any required duties in line with the level of the role to support the delivery of organisational priorities.