Accounts Client Finance

We are looking to recruit an Accounts Client Finance to join our established team based in Birkenhead

The Role has the overall responsibility for Client Monies. This will involve making some benefit claims on behalf of clients, chasing receipt of monies due and ensuring transactions are recorded in line with Statutory regulations (CQC etc).

Potens advocate that funds held by client monies are easily and quickly accessible.

It is anticipated that the successful applicant may not have experience of benefits. Assistance will be provided for the applicant to develop the role and gain necessary experience. 

What we’ll give you:

We will ensure you are rewarded for all your hard work, which is why we offer a comprehensive benefits package which includes but is not limited to:

• £25,350 - £26,913 – depending on experience
• 37.5 hours per week
• An extra day paid holiday for your Birthday.
• Contributory pension scheme
• Confidential, supportive Employee Assistance Programme, accessible 24/7.
• Paid comprehensive learning and development opportunities so we can invest in your future – including internal leadership competency sessions and recognised qualifications (level 2 to level 5 NVQ in Health & Social Care).
• Access to attractive and exclusive employee benefits including savings on shopping, leisure, and household expenses.
• A generous referral scheme.

What you’ll be doing:

• Ensure that the sales team have accurate information to invoice all client contributions due. prepare transfers from client monies bank account for the sales team to allocate payments of these invoices. Liaise with service managers/appointees in the collection of overdue amounts.
• Maintain and record the client monies transactions relating to Client monies on the accounts system, including the reconciliation of the client monies bank accounts and recording any applicable payments for client mileage, utilities, recharges and holiday contributions in line with monthly deadlines.
• Assist in maintaining up to date client records on services petty cash sheets for the accurate recording of client cash spent at service level. Working closely with the Accounts Assistant service funds checking client debit card spend in the services virtual bank account and ensuring clients have easy access to their funds held.
• Maintain the client monies statement system and prepare monthly individual statements for the service managers/appointees. Liaise with service managers/appointees in the collection of any debit balances due to Potens and queries regarding client capital balances or for financial assessments.
• Escalate in a timely manner to Finance Manager client debt issues.
• Assist when required in benefit claims via DWP and keep up to date in current benefit legislation and changes.
• To maintain an effective and positive working relationship with other departments within the organisation and externally providing information and advice as appropriate.
• To provide cover for other members of the Finance Department during periods of leave (holidays and sickness).
• Identify training needs and securing appropriate solutions with the Finance Manager/ Director
• Any other ad hoc projects as requested by the Finance Manager / Director.

Who you are:

• Minimum 2 years working within finance department, experience of benefits is preferable
• The ability to effectively manage your time and to work well as part of a team
• Take a hands-on approach with a good eye for detail.
• Work well to deadlines
• Excellent communication skills
• Effective time management
• Ability to extract necessary information from relevant people
• To share knowledge with other areas of information systems
• Microsoft Office- preferable good excel skills
• Open Accounts (preferable – not essential as training will be provided

Who we are:

We are a national provider of health, social and education services with over 35 years’ experience. Our employees are the driving force behind the fantastic care and support being delivered to hundreds of adults and children across the UK. Our teams are purposeful, positive, and progressive. They work hard to empower the people we support to have a voice, achieve their goals, and change their lives. We are always looking for committed, pro-active and passionate people to join us and create even more opportunities for the people we support. Join our team and have the satisfaction of knowing you’ve changed someone’s life and, in return for your hard work and passion we can give you real meaning and purpose in your work.

Safeguarding

Potens is committed to safeguarding and promotes the welfare of the people we support throughout our facilities. All applicants will be subject to robust pre-employment checks prior to appointment; including but not exhaustive; enhanced DBS, and a minimum of two satisfactory references. Our checks will be service and role specific and can be discussed pre application if required. . To view our policy on recruitment of ex-offenders please see full details Potens-Recruitment-Ex-Offenders-Policy.doc (live.com)

Diversity

We champion diversity, and we understand the importance of our teams representing the communities and people we support. Here at Potens, you’ll find an inclusive environment where you can be yourself, irrespective of your race, nationality, age, gender, diverse abilities, or sexual orientation.  Everyone is driven by the same purpose – helping people live independently, healthier, happier lives and doing our part to make a better working environment where all feel welcome and supported.

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