- Managing clients’ property and financial affairs, ensuring their needs are met
- Maintaining regular contact with clients, their families, and carers via phone and annual home visits
- Assisting with practical and financial arrangements, such as paying bills, purchasing vehicles, and helping clients manage budgets
- Acting as a first point of contact for clients and their families
- Ensuring financial transactions, invoicing, and budgeting are managed efficiently
- Experience in financial management, including budgeting and invoice processing
- Strong negotiation skills and a professional telephone manner
- Excellent time management and attention to detail
- Proficiency in IT and case management systems
- Life experience of managing a home and budget, providing insight into client requirements