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Finance Technician (G5)

Job Description

Service Care Solutions are currently recruting on behalf of a local authority for a finance technician to join their team.

Key Responsibilities:

  • Manage an allocated caseload from referral through to day-to-day maintenance, ensuring compliance with relevant procedures.
  • Administer client finances, including claiming benefits and other entitlements, and reconciling bank accounts using Excel spreadsheets.
  • Handle weekly diary activities, daily bank reconciliations, invoice processing, and issuing personal allowances via online banking or cheques.
  • Maintain accurate records and update client accounts, including compiling annual accounts and managing liabilities.
  • Ensure timely handling of all incoming correspondence and emails, and maintain filing systems.
  • Provide advice to service users and liaise with colleagues and other stakeholders effectively.
  • Assist in the review and improvement of procedures, and maintain records of client possessions.

Knowledge and Experience:

  • Basic understanding of financial procedures.
  • At least one year of experience in a financial environment.
  • Experience using computerised financial systems.
  • Ability to prioritise workload and meet deadlines with high accuracy.
  • Strong communication skills and experience in customer service.
  • Proficiency in Microsoft Excel and Word.
  • Understanding of the DWP Benefits system is desirable.

Technical Skills and Abilities:

  • Numerate, with the ability to understand financial information and apply procedures.
  • Proficient in manual bank reconciliation using Excel.
  • Skilled in Microsoft Office packages, including Word, Excel, and Outlook.
  • Ability to use databases and other computerised systems efficiently.
  • Strong attention to detail and ability to work under pressure.
  • Excellent communication and interpersonal skills.
  • Ability to maintain confidentiality and work with integrity.

Such other duties as may be determined from time to time within the general scope of the post and with the agreement of the post holder.

If you are interested in the role, or know anyone who may be, please contact Marc at Service Care Solutions on 01772 208969 or email marc.facer@servicecare.org.uk.

Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

If you have any questions or queries, please don't not hesitate to ask.