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Financial Specialist

2 months ago

Brampton, United Kingdom Colbern Limited Full time
Job Title: Financial Professional

Colbern Limited is seeking an experienced Financial Professional to join our team.

Job Summary:

We are looking for a skilled Financial Professional to provide financial support and processing services to our clients. The successful candidate will work as part of a team to deliver an effective, efficient, and customer-focused service within required KPIs, PI, and activity timescales.

Key Responsibilities:
  • Provide financial support and processing services to various clients in a flexible manner.
  • Work as part of a team using an adult care case management system for service users requiring direct payments, provider payments, deferred payments, residential, and non-residential assessments.
  • Ensure that advice is interpreted and managed within local policies and national guidance to direct payments, provider payments, deferred payments, residential, and non-residential assessments.
  • Manage workload and prioritize tasks effectively to extract data to support service user complaints/requests.
  • Effectively communicate with outside bodies, such as legal service organizations.
  • Deal with routine correspondence and telephone enquiries of a personal and confidential nature pertaining to service users' financial details and payments to service providers.
  • Deal with daily incoming and outgoing post for the direct payments, provider payments, deferred payments, residential, and non-residential assessments teams within agreed timescales and deadlines.
  • Work together with colleagues to review and update procedures to improve quality and consistency.
  • Maintain effective working relationships with Lincolnshire County Council staff, providers of services, service users, and other professionals.
  • Maintain computer and manual filing systems.
Requirements:

To be successful in this role, you will need to have the necessary skills, experience, and expertise. If you are interested in this opportunity, please submit your CV for consideration.

Colbern Limited, along with our clients, is an equal opportunities employer.