Direct Payments and Personal Health Budgets Support Scheme

Payroll & Managed Accounts Administrator

37 hours per week

Scale SCP (2 - 4) (£18,562 – £21,748) per annum pro rata

Based: Head Office Old Arley/Home Working

The Rowan Organisation provides support services to people in receipt of a Direct Payment and or a Personal Health Budget, which help maximise their opportunity for independent living.

The role of the Payroll & Managed Accounts Administrator is to support the payroll and managed accounts service on behalf of the organisation, to support people in receipt of a Direct Payment or a Personal Budget, by managing their payroll and/or their managed account to support them to gain independence.

In carrying out their duties the Payroll & Managed Accounts Administrator should be mindful of the need to maximise the opportunity for self determination and to work in a way which empowers people to take and maintain control of their own lives.

Payroll & Managed Accounts Administrators should also work in a way which recognises the individual's cultural needs and ensures adherence to the Organisation's Equal Opportunities Policy.

General Duties and Responsibilities:

• To provide telephone liaison with service users and outreach staff, verifying and recording messages through our CRM system and raising activities accordingly.
• operate within the Quality Assurance measures required by the organisation.
• To maintain the administrative requirements of this post, both in paper and electronic format, including the use of the organisation`s IT systems.
• To ensure that information for individuals is presented in an accessible format that is specific to individual requirements.
• To contribute toward the administrative tasks of the team meetings by preparing the agenda and taking and disseminating the minutes to all team members.
• To liaise with other agencies as necessary.

Payroll Specific Duties:

• To provide an accurate payroll service using sage payroll to clients as required and maintain all relevant records.
• To liaise with HM Revenue & Customs, contribution agencies etc. in relation to administration of PAYE service for the clients.
• To maintain accurate records in relation to all aspects of PAYE.
• To support the production of all payroll invoices against the appropriate account.
• To process and submit financial records on behalf of service users, according to their individual requirements.
• To process all statutory payments on behalf of service users, in accordance with their instruction.
• To provide support in all aspects of Auto-Enrolment Pensions.

Managed Account Specific Duties:

• To raise invoices, receive payments, issue receipts and record all payments received against the appropriate account.
• To process and verify purchase invoices and payments to PAs on behalf of service users in accordance with their instruction.
• To monitor income and expenditure on service users accounts, in accordance with organisational protocol, and to ensure that transactions comply with agreed parameters.
• To liaise with funding bodies where discrepancies are raised via the exception reports.
• To process and submit financial records on behalf of service users, according to their individual monitoring requirements.
• To process all statutory payments on behalf of service users, in accordance with their instruction and within the stipulated timescales.
• To liaise with the service users preferred Employers Liability Insurance provider in terms of ensuring that appropriate policies are established and maintained.
• To ensure, where necessary and appropriate, that Employers Liability Insurance policies are forwarded to the relevant stakeholders.
• To ensure that Personal Contributions are established and maintained in accordance with agreed funding instructions.

General:

• To work in a collaborative manner with other staff members within The Rowan Organisation.
• To attend staff meetings and personal supervision.
• To attend and participate in training courses as deemed necessary.
• To contribute to the planning and development of the organisation`s work by attending meetings and working groups as required.
• To participate in all Personal Development Opportunities and to achieve the required level of competency for the role, within the agreed timescale.
• To positively promote and publicise the organisation and its services to all potential stakeholders.
• Any other duty which may from time to time be allocated, providing this falls within the role of Payroll & Managed Accounts Administrator.

• Job Description - Payroll & Managed Accounts Administrator
• Person Specification - ayroll & Managed Accounts Administrator
• Application Form

Please e-mail Tracey.Gray@therowan.org or telephone on 02476 322860 (minicom 02476 374439) with any queries.

Please e-mail your completed application form to Tracey.Gray@therowan.org.

(Agencies need not apply)

Closing date: 5pm 3rd Feb 2023

The Rowan Organisation is an Equal Opportunities employer. All disabled applicants who satisfy the post’s essential criteria will be offered an interview.

Advertised on 13th January 2023

Direct Payments and Personal Health Budgets Support Scheme

Independent Living Advisor

30 - 35 hours per week

Scale 5 SCP 12 - 17 (£22,183 – £24,491) per annum pro rata, mileage allowance and pension scheme.

The Rowan Organisation provides support services which enable people to maximise their opportunity for independent living. The role of Independent Living Adviser is to facilitate a community-based service that provides individuals with information and support so that they can access and make use of monies provided through relevant funding streams.

In carrying out their duties Advisers should be mindful of the need to maximise the opportunity for self-determination and to work in a way which empowers people to take and maintain control of their own lives. Advisers should also work in a way which recognises the individual's cultural needs and ensures adherence to the Organisation's Equal Opportunities Policy.

General Duties & Responsibilities

• To effectively manage an allocated workload of individuals requiring information and support.
• To ensure that individuals have sufficient, appropriate information, in their preferred format, in order that they can make informed choices.
• To agree the level and type of support that each individual will need and to provide a written statement to this effect.
• To liaise with other agencies and to attend meetings and reviews as necessary. Role Specific Duties & Responsibilities
• To provide information, support and advice about the use of Direct Payments and/ or Personal Health Budgets so that individuals can make an informed decision about whether they`re right for them.
• To support individuals to determine their outcomes and to develop a support plan which will achieve these, to include financial planning as required.
• To support individuals to monitor their support arrangements and how to investigate and resolve any concerns or discrepancies.
• To provide information, support and advice in respect of best value and affordability. To include, but not exclusive of:
• Consideration of free and natural support as the first option, where available and appropriate
• Negotiation of rates and services with providers
• Financial planning support for both current and future requirements
• To provide information, support and advice to individuals in the recruitment of staff. To include, but not exclusively:
• Budgeting
• Advertising
• Job Descriptions
• Person Specifications
• Interviewing
• Appointments
• Safeguarding
• Contingency Planning
• To provide information, support and advice in respect of the employment of staff. To include, but not exclusive of:
• Employment Law/Legislation
• Contracts of Employment
• Grievance and Disciplinary Procedures
• Staff Supervision & Induction
• Health and Safety
• Equal Opportunities
• Employers Liability Insurance
• Payroll Service
• Managed Accounts
• To work with individuals to identify their formal training needs and to arrange and contribute to training programs, as required.
• To support individuals to complete DBS applications and to verify information where necessary.
• To support individuals to liaise with their employment advisors through the Employers Liability Insurance.
• To be involved in the setting up and facilitation of support groups.
• To support individuals to develop and manage the timely submission of any monitoring paperwork or financial returns required.

General

• To work in a collaborative manner with other staff members within The Rowan Organisation.
• To attend staff meetings and personal supervision meetings and to engage in training and personal development opportunities, as deemed necessary, beneficial or appropriate.
• To liaise with the appropriate person in respect of orders for materials, equipment etc.
• To contribute to the planning and development of the organisation's work by attending meetings and working groups as required.
• To positively promote and publicise the Organisation and its services to all potential stakeholders.
• To operate within the quality assurance measures required by the organisation.
• Any other duty which may from time to time be allocated, providing this falls within the role of Independent Living Adviser.

Please note comprehensive training and shadowing opportunities will be provided in order for you to carry out the ILA role.

For the full person specification, job description and application form please click on the links below.

• Job Description - Independent Living Advisor
• Person Specification - Independent Living Advisor
• Application Form

Please e-mail Tracey.Gray@therowan.org or telephone on 02476 322860 (minicom 02476 374439) with any queries.

Please e-mail your completed application form to Tracey.Gray@therowan.org.

(Agencies need not apply)

Closing date: 5pm 3rd Feb 2023

The Rowan Organisation is an Equal Opportunities employer. All disabled applicants who satisfy the post’s essential criteria will be offered an interview.