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Client Affairs Officer
| Posting date: | 07 November 2024 |
|---|---|
| Salary: | £30,334 to £35,475 per year |
| Hours: | Full time |
| Closing date: | 28 November 2024 |
| Location: | BR1 3UH |
| Remote working: | Hybrid - work remotely up to 2 days per week |
| Company: | Liberata Ltd. |
| Job type: | Permanent |
| Job reference: | LIB 1057334 |
Summary
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 Expert, Accessible, Dependable.
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.
Offering a comprehensive and market-competitive benefits package you will also be rewarded with access to our benefits programme, Look Inside, which provides easy access to unbeatable discounts for retailers such as Argos, M&S, B&Q, Currys PC World, etc.
Job Details
A Client Affairs Officer is required to join the Appointee & Deputyship 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.
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 an up to date knowledge of 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.
• 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.
• Must have access to car in order to carry out the duties of this role.
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 Expert, Accessible, Dependable.
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.
Offering a comprehensive and market-competitive benefits package you will also be rewarded with access to our benefits programme, Look Inside, which provides easy access to unbeatable discounts for retailers such as Argos, M&S, B&Q, Currys PC World, etc.
Job Details
A Client Affairs Officer is required to join the Appointee & Deputyship 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.
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 an up to date knowledge of 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.
• 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.
• Must have access to car in order to carry out the duties of this role.