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Assistant finance officer

Lincoln
Brackenberry Limited
Finance officer
Posted: 8 June
Offer description

Overview

We are working closely alongside a Local Authority in Lincoln to assist with the appointment of an Assistant Finance Officer on a 6.5‑month contract, highly likely to be extended at the client’s discretion.


Responsibilities

* Manage a caseload of Deputyship and Appointeeship clients and ensure the financial wellbeing of vulnerable adults lacking capacity.
* Conduct financial assessments and reviews, reconciling income, savings, assets, debts, and liabilities to establish accurate financial positions.
* Monitor and maintain clients’ state benefits, pensions, and other income sources, ensuring entitlements are maximised and changes in circumstances are reported promptly.
* Challenge straightforward benefit decisions where appropriate, and refer complex benefit matters to senior colleagues.
* Develop, implement, and review individual spending plans and administer personal spending allowances to ensure financial commitments are met.
* Arrange and oversee payment of client expenditure in accordance with approved financial plans and legal responsibilities.


Qualifications & Experience

* Experience managing financial affairs, benefits administration, welfare rights, debt management, or similar client‑focused financial support services.
* Knowledge of the Mental Capacity Act 2005 and its application to financial decision‑making for vulnerable adults.
* Understanding of Deputyship, Appointeeship, or related financial management arrangements for adults lacking capacity.
* Experience carrying out financial assessments, budgeting, account reconciliation, and financial record keeping.
* Knowledge of welfare benefits, pensions, and entitlement processes.


Requirements

You should have the right to work in the U.K.


Equal Opportunity

We are committed to equality in the workplace and are an equal‑opportunity employer.


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