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job description

Client Finance Assistant

Social Care

Adult Services

Oldham Council

Adult Social Care

Business Management and Transformation

Client Finance Assistant ** This is not an accountancy role**

Ref: G3/OL-23986

Contract Type: Permanent

Salary: Grade 3 £18,319 to £20,541

Hours: per week 36.66

Based: Civic Centre, Oldham Council

Closing date:  18 January 2019

Shortlisting & Interview Dates: 21 January 2019 & 31 January 2019

This opportunity is open to internal and external applicants and registered applications of the Get Oldham Working scheme.  However, where a meaningful shortlist can be drawn from internal applications in the first instance, and residents of Oldham subsequently, these applicants shall be given priority access to the vacancy in line with the Council’s Recruitment and Selection Policy.

Role overview

Working in the Client Finance Team you will be responsible for holding a caseload of appointeeship cases, managing and protecting the finances of service users whilst completing financial assessments to calculate service user’s contributions towards their care and support services.


Key responsibilities

  • Manage an appointee caseload, taking responsibility and ownership to ensure all cases are proactively progressed in accordance with the DWP, service targets and deadlines
  • Act in the best interest of the service user, coordinate and gather information, and liaise with all relevant third parties, to ensure all queries and problems are satisfactorily resolved and that they support decision making.
  • Undertake protection of property visits, keeping a detailed inventory and robust recording, ensuring the safekeeping and safe return of client property/valuables in a timely manner and in accordance with the council policy
  • To complete financial assessments to calculate service users contributions towards social care services.
  • Update all IT (and other) systems in a timely manner, complying with all service requirements, Court of Protection and DWP standards, including financial, social care and casework systems.


Key Requirements

  • Substantial experience of working with financial systems, records and undertaking financial assessments.
  • Experience of providing services to vulnerable people.
  • Excellent customer care, interpersonal and communication skills, sufficient to provide a sensitive and personalised service to clients and to maintain good working relationships with others.
  • Extensive knowledge of Court of Protection and Corporate Appointeeship legislation, financial assessment and charging regulations, case law, guidance and policy.


The post is subject to an enhanced disclosure from the DBS.

Job Description and Person Specification.pdf

Oldham Right to Work in the UK.doc

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Please note that should a vacancy that has been released for internal or external recruitment be deemed suitable for an at risk employee, it can be pulled back at any point up to the post being formally offered to an external candidate or an internal candidate that is not at risk of redundancy.


salary from




working hours

full time

application deadline

11 59 pm

18th Jan 2019

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