Job summary
Make a real difference to people's lives while developing specialist skills in a supportive, values-driven team.
An exciting opportunity has arisen to join our Adult Social Care Client Financial Affairs Team as a Financial Assessment Officer on a part-time basis. This role will suit someone who is compassionate, organised, confident with financial information, and committed to supporting vulnerable people to manage their financial affairs safely and fairly.
Every day, you will help adults transitioning into permanent residential or nursing care to understand what financial support they are entitled to. You'll ensure their assessments are completed accurately, their benefits are maximised, and that they are protected if they are unable to manage their own money.
You will also play a key part in safeguarding client funds through: Ensuring their financial assessments when entering care are processed fairly and accurately.
Part-time (hours flexible)
Monday to Friday
Hybrid working once trained
Core hours: 08:30-16:30
Main duties of the job
In this varied and rewarding role, you will:
Complete financial assessments for people entering long-term residential or nursing care.
Provide guidance on welfare benefits and support clients with benefit claims.
Assist with referrals for appointee-ship and deputyship where clients cannot manage their own finances.
Audit Direct Payment accounts to ensure correct use of funds and compliance.
Order cash for clients under appointee-ship while preparing for the rollout of prepaid card systems.
Communicate sensitively with service users, families, advocates, and professionals.
Apply tact, empathy, and diplomacy when discussing financial matters with vulnerable individuals.
Prioritise workloads, meet deadlines, and ensure exceptional accuracy
Help to safeguard vulnerable clients against mismanagement of funds or fraud
This is not just a finance job -- it's a people-focused role where your efforts directly improve the lives of those who depend on these services.
About us
The Northern Care Alliance NHS Foundation Trust (NCA) provides hospital and integrated health and social care services to over one million people living across Greater Manchester. Our 20,000 colleagues care for people in hospital and in the community, working across Bury, Rochdale, Oldham, and Salford, to save and improve lives.
As a large NHS Trust we are committed to enhancing the health of our local population by delivering consistently high standards of care and collaborating closely with local authorities and key partners. We believe in our power and potential to make a difference and we are always looking for people who demonstrate our three core values - care, appreciate and inspire - to join our team.
In return, we can offer you a job role with purpose and flexibility. The size and scale of the NCA means we can provide more challenge and opportunities so your career can always be moving in the right direction. By joining us you can also access a competitive benefits package, including, a fantastic annual leave allowance, flexible working opportunities and protected hours for health and wellbeing activities, helping you to achieve more personal downtime and a better work-life balance.
Learn more about us in our Candidate Information Pack
Job description
Job responsibilities
To read more information about the advertised role, and the main job duties/responsibilities please open the Job Description and Person Specification located under the supporting documents heading. You can also read more information about working at the Northern Care Alliance within the attached Candidate Information Pack or by visiting our careers website: www.careers.northerncarealliance.nhs.uk
Job description
Job responsibilities
To read more information about the advertised role, and the main job duties/responsibilities please open the Job Description and Person Specification located under the supporting documents heading. You can also read more information about working at the Northern Care Alliance within the attached Candidate Information Pack or by visiting our careers website: www.careers.northerncarealliance.nhs.uk
Person Specification
Qualifications
Essential
- GCSE English and Maths or equivalent
- ECDL or equivalent computer literacy skills experience
Knowledge, Training, Experience & Abilities
Essential
- Recent experience of working within a financial background
- Experience in using Microsoft packages knowledge of Word, Excel & Outlook
- Excellent organisational skills and the ability to prioritise workload to meet tight deadlines
- Excellent numeracy skills and an aptitude for undertaking financial calculations
- Ability to use initiative and work with minimum supervision
- Excellent interpersonal, communication and negotiation skills
- High degree of accuracy and attention to detail
- Ability to evaluate and analyse financial information received from clients
Desirable
- Understanding of and interest in the work undertaken by the Client Affairs team i.e. the administration of finances for vulnerable service users
Skills
Essential
- Ability to input financial data with accuracy demonstrating attention to detail
- Exposure to demanding and stressed service users or their representatives regarding finances
- Able to work under pressure demonstrating resilience and self-motivation when dealing with a diverse client group
- Excellent verbal and written communication skills in person and on the telephone
- Ability to demonstrate exceptional customer service skills, always putting the clients at the heart of everything you do
- Ability to communicate with vulnerable and diverse client group
- Able to demonstrate excellent team working skills
- Ability to use initiative and work with minimum supervision
- Ability to evaluate and analyse financial information for the purpose of budgeting client income and expenditure
- Excellent organisational skills and the ability to prioritise workload to meet tight deadlines
Knowledge
Desirable
- Knowledge around Appointeeship and Court of Protection Deputyship processes
- Knowledge and or understanding of DWP benefits and systems
- Knowledge and or experience of supporting vulnerable service users ideally within an adult social care setting
Person Specification
Qualifications
Essential
- GCSE English and Maths or equivalent
- ECDL or equivalent computer literacy skills experience
Knowledge, Training, Experience & Abilities
Essential
- Recent experience of working within a financial background
- Experience in using Microsoft packages knowledge of Word, Excel & Outlook
- Excellent organisational skills and the ability to prioritise workload to meet tight deadlines
- Excellent numeracy skills and an aptitude for undertaking financial calculations
- Ability to use initiative and work with minimum supervision
- Excellent interpersonal, communication and negotiation skills
- High degree of accuracy and attention to detail
- Ability to evaluate and analyse financial information received from clients
Desirable
- Understanding of and interest in the work undertaken by the Client Affairs team i.e. the administration of finances for vulnerable service users
Skills
Essential
- Ability to input financial data with accuracy demonstrating attention to detail
- Exposure to demanding and stressed service users or their representatives regarding finances
- Able to work under pressure demonstrating resilience and self-motivation when dealing with a diverse client group
- Excellent verbal and written communication skills in person and on the telephone
- Ability to demonstrate exceptional customer service skills, always putting the clients at the heart of everything you do
- Ability to communicate with vulnerable and diverse client group
- Able to demonstrate excellent team working skills
- Ability to use initiative and work with minimum supervision
- Ability to evaluate and analyse financial information for the purpose of budgeting client income and expenditure
- Excellent organisational skills and the ability to prioritise workload to meet tight deadlines
Knowledge
Desirable
- Knowledge around Appointeeship and Court of Protection Deputyship processes
- Knowledge and or understanding of DWP benefits and systems
- Knowledge and or experience of supporting vulnerable service users ideally within an adult social care setting
Disclosure and Barring Service Check
This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.
Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab).
From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).
UK Registration
Applicants must have current UK professional registration. For further information please see
NHS Careers website (opens in a new window).
Additional information
Disclosure and Barring Service Check
This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.
Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab).
From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).
UK Registration
Applicants must have current UK professional registration. For further information please see
NHS Careers website (opens in a new window).