Client Affairs Officer
This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.
The Vacancy
A Client Affairs Officer is required to join the Customer Financial Affairs team. The team provide a comprehensive customer focused service on behalf of vulnerable individuals, under the direction of the Office of Public Guardian and Department of Work & Pensions.
You must have access to a car in order to carry out the duties of this role.
Key tasks and responsibilities:
- To submit applications for the appointment of Corporate Deputy and/or Appointee by liaising with the DWP and Court of Protection.
- To be responsible for the day-to-day financial management and reporting of a caseload of Deputyship and Appointeeship cases ensuring that the client’s money is correctly received and accounted for while their bills are paid in a timely manner.
- To be responsible for responding to requests for Protection of Property, Community Funerals and, where appropriate, dealing with the Sale of Properties.
- To carry out weekly reconciliations of Client Bank accounts and prepare annual returns to the Court of Protection and Inland Revenue where necessary.
- To claim and maximise entitlement to Welfare Benefits on behalf of the client where appropriate.
- Maintain updated knowledge of DWP and legislative guidance in respect of managing the affairs of vulnerable clients.
- To be responsible for making referrals to the Government Legal Department (GLD) for disposal of deceased clients estate.
- To work with colleagues in a professional manner to meet company standards, achieve quality levels and comply with contractual targets and deadlines.
- Any other duties as required, commensurate with grade and responsibility at any location within which the business requires.
Essential Skills and Attributes:
- Previous experience of working with vulnerable adults in a financial environment.
- Experience/knowledge of DWP benefits.
- Excellent numeracy skills.
- Strong oral and written communication skills.
- Good IT skills encompassing the ability to use Microsoft Excel, Word and Outlook.
- Excellent attention to detail with the ability to work to a high degree of accuracy whilst being able to organise and prioritise workloads even when under pressure.
- Ability to communicate clearly and logically to our customers with patience and understanding, especially when communicating with any vulnerable individuals.
- GCSE or equivalent in Maths and English at grade C or above.
Security vetting and checks:
If you are successful, you will need to comply with the government’s Baseline Personnel Security Standard Verification process, this includes a basic criminal record check which will identify any “unspent” convictions. If you are unable to meet these requirements your offer may be revoked.
The Company
Liberata is a leading business service provider to public and private sector organisations throughout the UK. We pride ourselves in revolutionising our clients operations using our expertise and innovative solutions across a wide range of services, including Revenues & Benefits, Finance and Accounting, HR & Payroll and Customer Services. Our aim is to work in partnership with our clients to assist them in becoming more efficient; leveraging our best in class business process outsourcing and operational transformation expertise.
Liberata is committed to creating opportunities for its employees, its clients and its shareholders. Our passion for process and an intense client focus ensures that we deliver an award winning service and our entire workforce are encouraged to demonstrate our company values.
Liberata aims to give each employee the opportunity to make a real difference; be involved in shaping the growth of the business and encourage you to try new things! If you are hardworking, enthusiastic and seeking a challenge we are the organisation for you.
The Benefits
Liberata will provide the opportunity for you to develop your skills and experience with a leading supplier of services and software to public and private organisations across the UK.
For the full list of benefits, please click here, but below is a taste of what we offer:
Holiday
26 days rising to 27 and then 28 after qualifying length of service
Pension
scheme
Contribute up to 6% and the company will match the contribution
Professional development
Support towards gaining professional qualifications
Reward
scheme
A wide range of benefits, rewards and discounts
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