Client Affairs Officer

  • Pertemps
  • Jan 05, 2026
Full time Banking

Job Description

Job Title: Client Affairs Officer (Appointeeship & Deputyship)

Location: West London (1-2 days per week in the office)

Rate: £29 per hour (Umbrella)

Contract: Interim / Contract Monday to Friday 9am to 5pm

About the Role

We are currently recruiting for an experienced Client Affairs Officer to support vulnerable adult residents. This is a key statutory role responsible for delivering appointeeship, deputyship, property protection, and Council funeral services, ensuring the financial interests and wellbeing of service users are protected.

You will act as a case officer for a varied caseload, managing complex financial and legal matters in line with Council procedures and statutory requirements.

Key Responsibilities
  • Provide statutory appointeeship and deputyship services to protect service users' finances
  • Act as case officer for appointeeship, deputyship, property protection, burials, and estates cases
  • Investigate service users' financial circumstances and ensure appropriate actions are taken
  • Administer and reconcile individual service user accounts in line with Council financial regulations
  • Maintain and reconcile personal bank accounts for deputyship clients, liaising with banks and corporate liaison officers
  • Submit DWP appointeeship applications under SS 33 & 34 of the Social Security (Claims and Payments) Regulations 1997
  • Ensure all entitled benefits are claimed and received
  • Manage client bills, payments, petty cash, and cheques requiring authorisation
  • Oversee the property protection store, including storage, charges, and review of items held
  • Monitor stored or boarded property and animals, ensuring costs are accurate and funding is used as a last resort
  • Work closely with care managers and internal stakeholders to ensure compliance and best outcomes
Essential Requirements
  • Proven experience in appointeeship, deputyship, or client financial affairs within a local authority or adult social care setting
  • Strong understanding of Court of Protection, DWP appointeeship processes, and benefits systems
  • Experience managing and reconciling client financial accounts
  • Excellent attention to detail and ability to manage complex casework
  • Strong communication skills and ability to work with vulnerable adults and partner agencies
  • Ability to work independently and manage competing priorities
How to Apply

If you have the experience and commitment to deliver high-quality client affairs and statutory financial services, we would welcome your application. Please apply with your CV for immediate consideration.