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Deputyship finance officer (so1)

London
Finance officer
Posted: 30 December
Offer description

Who You Are You will be an enthusiastic and positive team player with: Experience in financial safeguarding, banking, or financial administration, ideally with direct customer contact. Experience dealing with complex cases, including adults who may lack capacity. Strong numeracy, interpersonal, and customer service skills. Knowledge of the Court of Protection, Office of the Public Guardian, and relevant legislation. Ability to use online banking, finance, and CRM systems. Empathy and the ability to interview and support vulnerable clients. Willingness to travel within the Borough for client visits. Desirable: Relevant financial or administrative qualification (e.g., AAT, APAD Accreditation). Experience making decisions related to Court of Protection Orders. What the Job Involves Are you passionate about supporting vulnerable adults and making a real difference in your community? We are seeking a dedicated and numerate Finance Officer to join our Deputyship Service. You will play a vital role in managing the finances of adults who lack the capacity to manage their own affairs, ensuring their independence is promoted and their best interests are protected. Key Responsibilities Manage your own caseload of deputyship and appointeeship clients, ensuring all actions are fully documented and compliant with statutory obligations (Mental Capacity Act 2005, Care Act 2014). Prepare applications to the Court of Protection and Department for Work and Pensions. Oversee day-to-day finances, including banking, tax returns, and benefit claims. Liaise with internal teams, support workers, and external agencies (e.g., Office of the Public Guardian, DWP, HMRC, banks). Provide advice and information to stakeholders on Court of Protection and appointeeship processes. Conduct regular reviews of clients’ income, funds, and expenditure. Assist with property searches, safeguarding valuables, and arranging Public Health Act funerals as required. Ensure all work is carried out in line with Council policies, safeguarding, equality, and health & safety standards. Skills Financial safeguarding experience Banking or financial administration Complex case management Numeracy skills Interpersonal skills Customer service excellence Court of Protection knowledge Online banking and CRM proficiency Empathy and interviewing skills Travel capability within the Borough

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