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Personal Funds Team Leader

3 months ago

Widnes, United Kingdom Community Integrated Care Full time

**What makes Community Integrated Care a great place to work**:
**Community Integrated Care is on an exciting journey of transformation and growth and we are looking to recruit an experienced, **dedicated and efficient **Personal Funds Team Leader** to join our Finance Team on a full time, permanent basis**

**This is a full time, permanent post and you can be based anywhere in the North West but must be able to travel to our head office in Widnes as and when required.**

**What is The Deal for you?**
- **Flexibility **You can work your full time hours over 4 days and enjoy a long weekend, or work over 5 days to accommodate your other commitments.
- **Remote Working** Do you want to work from home? Or do you prefer being in an office? With this role you have the option of hybrid working from home or from our head office in Widnes - or a blend between the two
- **Benefits**: retail discounts, holiday discounts, cycle to work scheme and travel discounts through our benefits app.
- **Best Lives Possible**: You'll be working for an award winning charity who is passionate about ensuring our colleagues and the people we support lead the best lives possible.
- **Development**: We'll work with you to develop your career or to learn and experience new things. We're passionate about developing our people
- **Dare to Learn**:Access to our amazing on line training platform where you can upskill taking a variety of courses and qualifications.
- **Support**: From our Employee Assistance Programme (available 24/7), financial support options, and wellbeing fund you'll have the support available to lead an easier (financial) life.

**Who you’ll be supporting & more about the role**:
This is an amazing opportunity to join our Finance team and lead on the Benefits Income Management process of the 500+ people we support through corporate appointeeship, as well being responsible for the general oversight of personal funds management for all people supported by the Charity, ensuring transactions are accurately accounted for and appropriately controlled.

**Day to Day (list not exhaustive see attached job description)**

Based remotely or in our Support Services office in Widnes, and reporting to the Financial Controller, you'll lead a team of 5 to support with personal funds, with day-to-day responsibilities including:

- Ensuring a quality and timely service is provided to the people Community Integrated Care support through appointeeship regarding their personal money and benefit claims
- Managing the none-appointee personal money process
- Overseeing the administration of personal money charge cards
- Reconciliation of balance sheet accounts relating to departmental processes
- Improving departmental processes and reporting through use of Microsoft Excel skills and other means as appropriate
- Keeping up to date with current, relevant legislation to ensure Community Integrated Care are operating appropriately and lawfully
- Use of one-to-ones, appraisals and KPIs as management tools, creating a co-operative and supportive team environment in the process
- Undertaking any other duties that may be required in the performance of the post

**Your values**:

- You are brilliant at communicating - you are a good listener and are effective at explaining things in a way that is easy for others to understand
- You enjoy working with large transactional volumes - you are confident in analysing and summarising complex data and other financial information
- You thrive on organisation and routine - but are still able to prioritise within this
- You are confident in introducing new processes - and are able to step out of the detail to focus on improving the management and visibility of team task completion
- You really enjoy leading others - sharing your experiences and helping team members develop

**Skills and Experience**
- You'll be educated to a GCSE level in Maths and English - Grade C / Levels 4 and 5 or equivalent
- You'll have extensive knowledge of State Benefits
- You'll have experience managing a team
- You'll strive to continually improve processes and be confident in managing change
- You’’ll have experience in reconciliations and other financial controls
- You'll be comfortable using Microsoft Excel - with an ability to analyse data and financial information

**Interested and want to know a bit more?**

**We’re really proud to be a Hive HR Employee Voice Certified organisation, a recognition that confirms our commitment to creating a culture where our colleagues are not only encouraged to share their thoughts, but where this feedback is actively sought and acted upon to drive positive change at every level.**

**In our 2023 Colleague Engagement Survey, 56% (over 3,300) of our people shared their feedback and insights, giving us an incredible Employee Net Promoter Score of +28. This is a measure of how positively our colleagues talk about us - and 28 is an excellent score compared to other organisations