WorkWell Personal Budget Co-ordinator

Salary: £27,113.00 per annum

Location: Peterborough

Date posted: 25/03/26

Based in our Peterborough office with travel across South and East Cambridgeshire, with option for hybrid working.

Economic Inclusion Manager

37.5 hours per week. Monday – Friday, 9am - 5pm

Fixed term contract until 31st March 2027

£27,113.00 per annum FTE Scale Point 15

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:

  • 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)

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

Desirable:

  • Experience of finance processes and working in a finance focused environment.
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