WorkWell Personal Budget Co-ordinator

PLEASE COMPLETE THE APPLICATION FORM TO APPLY FOR THIS ROLE. 

CV'S SUBMITTED WITHOUT A COMPLETED APPLICATION FORM WILL NOT BE CONSIDERED.

We actively monitor applications for employment and will shortlist and arrange interviews for this role as applications are submitted.

Specific Duties and Responsibilities:

Individual Personal Support Budgets

• Liaise with Work Coaches regarding the allocation of personal support budgets.
• Ensure that protocols for the authorisation of budgets have been followed in each case.
• Track spending against individual budgets and collate invoices/receipts as evidence of spend.
• Produce detailed reports and accompanying invoices for the program funder on a monthly basis.

Partnerships

• Build a good understanding of local providers, developing strong professional relationships that facilitate smooth delivery of goods and services in support of individuals.
• Seek best value through the use of preferred suppliers and negotiating volume discounts.
• Monitor trends that inform procurement of block purchase/just in time delivery.

Compliance and Best Practice

• Support the team to stay informed about relevant legislation, policies, and best practice related to finance.
• Ensure all activities comply with legal and organisational standards.

Person Specification

Essential Criteria

Empathy and Understanding: Ability to connect with individuals and staff with empathy and understanding in relation to their unique challenges and needs.

Communication: Strong verbal and written communications skills, with the ability to clearly articulate ideas and instructions.

Problem Solving: Proactive approach to identifying solutions and overcoming barriers.

Organisational Skills: Excellent organisational and time management skills, with ability to manage conflicting priorities.

Adaptability: Flexibility to adapt strategies and approaches when assessing individual needs and circumstances.

Collaboration: Ability to work collaboratively and build strong professional relationships with a diverse range or stakeholders, including individuals, employers and healthcare providers.

Qualification: Mathematics and English (Minimum GCSE level 4 or equivalent)

Experienced in the use of Microsoft 365 applications including, Sharepoint, Excel and Word.

Desirable:

Knowledge of finance processes and working in a financial environment