At a Glance
- Tasks: Manage financial affairs for clients, ensuring compliance with legal standards and maximising entitlements.
- Company: Colbern Limited, a supportive equal opportunities employer.
- Benefits: Competitive hourly rate, flexible working, and professional development opportunities.
- Other info: Enjoy a mix of office and remote work with a focus on client wellbeing.
- Why this job: Make a real difference in clients' lives while gaining valuable finance experience.
- Qualifications: Strong organisational skills and a passion for helping others.
The predicted salary is between 25000 - 30000 £ per year.
Assistant Finance Officer
Location: Lincoln
Contract type: Contract
Hourly rate: £12.85 per hour
Working pattern: 2 days a week in the office – 3 days remote. First two weeks will be full time in the office.
Responsibilities:
- 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 client’s 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, organise funeral arrangements and complete the initial steps of the deceased process.
- Administer personal spending allowances that meet each client’s needs and promote their independence and financial wellbeing.
Equal opportunities employer: Colbern Limited along with our clients are an equal opportunities employer.
Financial Professional. Job in Lincoln LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Colbern Limited is an excellent employer that prioritises employee well-being and professional growth, offering a flexible working pattern that includes remote work options. With a strong commitment to equal opportunities, the company fosters a supportive work culture where employees can thrive while making a meaningful impact on clients' financial affairs in Lincoln. The role of Financial Professional not only provides competitive pay but also the chance to develop valuable skills in financial management and client advocacy.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Professional. Job in Lincoln LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know about opportunities at Lincoln LilyLifestyle. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the Mental Capacity Act and financial assessments. We want you to feel confident discussing how you’d handle client cases and ensure their financial wellbeing.
✨Tip Number 3
Showcase your skills! When you get the chance, highlight your experience with managing finances and working within defined procedures. We love seeing candidates who can demonstrate their ability to navigate complex financial situations.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who are ready to make a difference in clients' lives.
We think you need these skills to ace Financial Professional. Job in Lincoln LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Professional role. Highlight relevant experience and skills that match the job description, especially around financial assessments and client management.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re the perfect fit for this position. Use it to showcase your passion for finance and how your background aligns with the responsibilities outlined in the job description.
Showcase Your Attention to Detail:In finance, attention to detail is key! Make sure your application is free from typos and errors. This not only reflects your professionalism but also your ability to manage financial affairs accurately.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Financial Stuff
Make sure you brush up on the key financial principles relevant to the role. Understand the Court of Protection Orders and the Mental Capacity Act 2005, as these will likely come up in your interview. Being able to discuss these confidently will show that you're serious about the position.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about times when you’ve had to navigate complex financial situations or advocate for a client's needs. This will demonstrate your ability to handle the responsibilities outlined in the job description.
✨Be Ready for Scenario Questions
Expect to be asked how you would handle specific scenarios related to financial assessments or benefit entitlements. Practise answering these types of questions by thinking through potential challenges and how you would resolve them, showing your problem-solving skills.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. Inquire about the team dynamics, the support available for new hires, or how success is measured in this role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
