Client Finance Assistant

About the job

What will I be doing?

As a Client Finance Assistant, you will make a real difference by helping to safeguard and manage the finances of vulnerable adults. You’ll support Court of Protection applications, oversee financial arrangements for service users who lack capacity, and ensure everything is managed in line with legislation, best practice, and the requirements of organisations such as the DWP, banks, and the Court of Protection.

How You’ll Make a Difference

• Champion equality, inclusion, wellbeing and positive outcomes for all.
• Support vulnerable people with complex financial arrangements and sensitive financial matters.
• Apply the Mental Capacity Act and best-interest decision making with confidence.
• Use sound judgement and strong problem-solving skills to balance legislation, guidance and individual needs.
• Manage a varied workload effectively, prioritising competing demands and meeting deadlines.
• Build positive relationships and provide clear advice to service users, families, colleagues and partners.
• Work collaboratively with social care professionals, legal representatives, government bodies and financial institutions.

What kind of experience or qualifications do I need?

• Experience in a finance or administrative environment.
• Strong IT skills and excellent attention to detail.
• Good knowledge of welfare benefits, banking processes, Court of Protection and Office of the Public Guardian procedures.
• Fluent English communication skills.
• GCSEs (or equivalent) at Grade C/Level 4+ in English and Maths, or relevant administrative experience.
• Numerate, literate, organised and adaptable, with a confident and proactive approach.

What is in it for me?

At Somerset Council, we’re a progressive organisation committed to improving lives and shaping better services for our communities. Based in one of England’s most beautiful counties, it’s a great place to build your career and enjoy an excellent quality of life.

• Generous annual leave plus bank holidays, with the option to purchase additional leave.
• Local Government Pension Scheme (LGPS), one of the UK’s most enhanced and secure pension schemes.
• Flexible and hybrid working arrangements to support work-life balance, where service needs allow.
• Health and wellbeing support, including access to confidential employee assistance services.
• Paid volunteering opportunities, helping you make a difference both inside and outside of work.

Supporting documents and information

• 25 day’s annual leave (additional to bank holidays).
• We are happy to consider flexible working patterns – we work hard to sustain a good work-life balance and are passionate about maintaining a positive and supportive working culture

Based at our modern, refurbished County Hall offices in Taunton, and the option to work flexibly from home.
Unfortunately, we are unable to offer sponsorship for this role. We are only able to proceed with candidates who already have the right to work in the UK without the need for VISA sponsorship.

For an informal discussion about the role, please contact Adam Masters, Client Finance Team Leader at adam.masters@somerset.gov.uk

We believe diversity makes us stronger and are committed to creating a workplace where everyone feels valued and respected. We welcome applications from people of all backgrounds and experiences, whose unique perspectives help us better serve the people of Somerset.

Apply on the Somerset Council website

Apply now