Connect2Hackney
Hackney, London
Connect2Hackney are currently recruiting an empathetic and detail-oriented Client Financial Affairs Officer to join our Adult Social Care Finance team at the London Borough of Hackney. In this vital post, you will manage a dedicated caseload of finances for vulnerable adults who lack the capacity to manage their own money. Acting as a financial advocate, you will oversee Court of Protection Deputyships, DWP Benefit Appointeeships, and Direct Payment third-party arrangements to ensure residents' income is maximised, protected, and used in their best interests. If you combine strong financial/accounting skills with a customer-centered, compassionate approach, we would love to hear from you! Key Responsibilities Caseload & Banking Management Day-to-Day Finances: Manage bank accounts, transfer funds, set up standing orders for bills, and issue personal spending money in line with care plans. Reconciliations & Reporting: Complete monthly bank statement reconciliations, keep meticulous database records, and submit annual OPG (Office of the Public Guardian) reports within set deadlines. Deceased Estates: Follow administrative guidelines to wind up and finalise the estates of deceased service users respectfully. Court of Protection & Benefits Deputyship & Appointeeship: Prepare Court of Protection applications for property and financial affairs, and apply to the DWP to manage pensions and benefits. Income Maximisation: Investigate and claim all eligible benefits, allowances, and tax exemptions to maximise residents' funds. Direct Payments Third-Party Support Scheme Administration: Process financial transactions for direct payment third-party accounts, ensuring prompt payroll processing, quarterly statement distribution, and compliance with council financial rules. Resident Advocacy & Engagement Home Visits: Conduct visits to client's homes or care settings to carry out annual financial plans, operating under the 5 principles of the Mental Capacity Act 2005. Multi-Agency Liaison: Act as a financial advocate for residents, working closely with social workers, care managers, the DWP, and the OPG. Who We Are Looking For Experience & Knowledge Legislative Knowledge: Understanding of Court of Protection Deputyships, DWP Appointeeships, and the Mental Capacity Act. Financial & Accounting Background: Proven experience in local government finance, managing service user funds, account reconciliations, or handling Direct Payments. Tech-Savvy: Skilled in using financial database systems, Excel, and standard office applications. Qualifications & Skills Education: A qualification in Business/Finance, AAT, or equivalent practical finance/administrative experience. Core Competencies: Excellent numerical accuracy, strong problem-solving skills, and the ability to work under tight deadlines. Communication & Care: A compassionate, customer-focused approach with the sensitivity required to communicate complex financial matters to vulnerable residents and multi-disciplinary teams. Note: This post is subject to an Enhanced DBS check. Why Join Hackney? As part of the London Borough of Hackney, you will join an inclusive team that directly improves the lives of local residents every day. We offer a supportive environment, excellent opportunities for professional growth, and flexible working arrangements. Commercial Services Trading Ltd is acting as an Employment Business in relation to this vacancy.
Connect2Hackney are currently recruiting an empathetic and detail-oriented Client Financial Affairs Officer to join our Adult Social Care Finance team at the London Borough of Hackney. In this vital post, you will manage a dedicated caseload of finances for vulnerable adults who lack the capacity to manage their own money. Acting as a financial advocate, you will oversee Court of Protection Deputyships, DWP Benefit Appointeeships, and Direct Payment third-party arrangements to ensure residents' income is maximised, protected, and used in their best interests. If you combine strong financial/accounting skills with a customer-centered, compassionate approach, we would love to hear from you! Key Responsibilities Caseload & Banking Management Day-to-Day Finances: Manage bank accounts, transfer funds, set up standing orders for bills, and issue personal spending money in line with care plans. Reconciliations & Reporting: Complete monthly bank statement reconciliations, keep meticulous database records, and submit annual OPG (Office of the Public Guardian) reports within set deadlines. Deceased Estates: Follow administrative guidelines to wind up and finalise the estates of deceased service users respectfully. Court of Protection & Benefits Deputyship & Appointeeship: Prepare Court of Protection applications for property and financial affairs, and apply to the DWP to manage pensions and benefits. Income Maximisation: Investigate and claim all eligible benefits, allowances, and tax exemptions to maximise residents' funds. Direct Payments Third-Party Support Scheme Administration: Process financial transactions for direct payment third-party accounts, ensuring prompt payroll processing, quarterly statement distribution, and compliance with council financial rules. Resident Advocacy & Engagement Home Visits: Conduct visits to client's homes or care settings to carry out annual financial plans, operating under the 5 principles of the Mental Capacity Act 2005. Multi-Agency Liaison: Act as a financial advocate for residents, working closely with social workers, care managers, the DWP, and the OPG. Who We Are Looking For Experience & Knowledge Legislative Knowledge: Understanding of Court of Protection Deputyships, DWP Appointeeships, and the Mental Capacity Act. Financial & Accounting Background: Proven experience in local government finance, managing service user funds, account reconciliations, or handling Direct Payments. Tech-Savvy: Skilled in using financial database systems, Excel, and standard office applications. Qualifications & Skills Education: A qualification in Business/Finance, AAT, or equivalent practical finance/administrative experience. Core Competencies: Excellent numerical accuracy, strong problem-solving skills, and the ability to work under tight deadlines. Communication & Care: A compassionate, customer-focused approach with the sensitivity required to communicate complex financial matters to vulnerable residents and multi-disciplinary teams. Note: This post is subject to an Enhanced DBS check. Why Join Hackney? As part of the London Borough of Hackney, you will join an inclusive team that directly improves the lives of local residents every day. We offer a supportive environment, excellent opportunities for professional growth, and flexible working arrangements. Commercial Services Trading Ltd is acting as an Employment Business in relation to this vacancy.
Isio
Croydon, Surrey
Assistant Team Manager Pensions Administration is the heart of our trustee services and as a people-first business, we are seeking a caring, motivated and technically competent Assistant Team Manager to join our team. You will be responsible for the service provided to a portfolio of pension scheme clients that range in size and type, although we predominantly service Defined Benefit schemes. You will manage all day-to-day activities in relation to your portfolio, as well as supporting the team with their training and development needs. This role will ideally be based in our Croydon or Birmingham office with a hybrid workstyle, but other office locations can be considered for the right candidate. Key responsibilities: Oversee and prioritise the allocation of all incoming work. Take responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements. Process member events within deadlines ensuring compliance with Isio's standards as well as scheme rules and legislation. Peer review and check work to ensure it is of a high standard and compliant with scheme rules and legislation. Provide support and share knowledge across the team. Maintain a culture which reflects Isio's values and puts the member at the heart of all activities. Attend and present at both internal and external meetings (including Trustee and/or client meetings). Keeping up to date with technical and scheme changes, particularly those that impact your portfolio of schemes. Take responsibility for ad hoc projects ensuring all deadlines are met and quality is of a high standard. Identify non-core fee projects and ensure these are raised with the client in a timely manner. Be positive and professional at all times, displaying strong leadership skills to help build relationships with others. Key skills and experience Experience - an experienced deputy team leader / strong senior pensions administrator with relevant experience and knowledge of delivering administration services to Defined Benefit pension schemes. Excellent customer service focus with the ability to assess client needs, build relationships and manage expectations. A great communicator - the ability to communicate with clients, members and colleagues with impact and credibility. Enthusiasm and motivation - a unwavering desire to solve problems and deliver excellent customer service. Excellent time management - the ability to manage resources across multiple tasks with a proven track record of consistently delivering to deadlines. A great team worker - an emerging role model within Isio, with the ability to support and develop others. Experience of presenting administration reports and communicating with clients/trustees. Experience of managing, mentoring, supervising, and developing teams. What you can expect in return A competitive salary and market leading bonus scheme Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Assistant Team Manager Pensions Administration is the heart of our trustee services and as a people-first business, we are seeking a caring, motivated and technically competent Assistant Team Manager to join our team. You will be responsible for the service provided to a portfolio of pension scheme clients that range in size and type, although we predominantly service Defined Benefit schemes. You will manage all day-to-day activities in relation to your portfolio, as well as supporting the team with their training and development needs. This role will ideally be based in our Croydon or Birmingham office with a hybrid workstyle, but other office locations can be considered for the right candidate. Key responsibilities: Oversee and prioritise the allocation of all incoming work. Take responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements. Process member events within deadlines ensuring compliance with Isio's standards as well as scheme rules and legislation. Peer review and check work to ensure it is of a high standard and compliant with scheme rules and legislation. Provide support and share knowledge across the team. Maintain a culture which reflects Isio's values and puts the member at the heart of all activities. Attend and present at both internal and external meetings (including Trustee and/or client meetings). Keeping up to date with technical and scheme changes, particularly those that impact your portfolio of schemes. Take responsibility for ad hoc projects ensuring all deadlines are met and quality is of a high standard. Identify non-core fee projects and ensure these are raised with the client in a timely manner. Be positive and professional at all times, displaying strong leadership skills to help build relationships with others. Key skills and experience Experience - an experienced deputy team leader / strong senior pensions administrator with relevant experience and knowledge of delivering administration services to Defined Benefit pension schemes. Excellent customer service focus with the ability to assess client needs, build relationships and manage expectations. A great communicator - the ability to communicate with clients, members and colleagues with impact and credibility. Enthusiasm and motivation - a unwavering desire to solve problems and deliver excellent customer service. Excellent time management - the ability to manage resources across multiple tasks with a proven track record of consistently delivering to deadlines. A great team worker - an emerging role model within Isio, with the ability to support and develop others. Experience of presenting administration reports and communicating with clients/trustees. Experience of managing, mentoring, supervising, and developing teams. What you can expect in return A competitive salary and market leading bonus scheme Study support to help you achieve professional qualifications, with salary increases for exam passes Development and training opportunities to support your career ambitions throughout your time with us A friendly, and supportive team who will help you to deliver your best work. Why Join Isio Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
