Liaison Officer

Job Title: Liaison Officer
Starting Salary: £32,578 progressing to £35,570
Hours: 37 hours per week
Location: Farnham House, Stevenage with hybrid working
Contract Type: Permanent
Directorate: Adult Care Services

About the Team:

The Client Finance Team supports vulnerable adults who are unable to manage their own financial affairs who have been assessed as lacking mental capacity. Acting as Appointees and Deputies, we help safeguard clients' income, assets and financial wellbeing, ensuring all decisions are made in their best interests.

As part of the Money Advice Unit, we work collaboratively with Adult Social Care colleagues, healthcare professionals, legal services and external organisations to provide specialist financial support and guidance across Hertfordshire.

This is an exciting time to join our growing team. You'll have the opportunity to develop expertise in Appointeeship, Deputyship and client financial management while making a meaningful difference to people's lives. We are a supportive and collaborative team, looking for empathetic individuals who want to help vulnerable adults remain independent and thrive within their communities.

This role is one of a range of new roles being advertised within our Money Advice and Client Finance service at this exciting time of growth. Check out our website for other opportunities.

About the job

Make a real difference to the lives of vulnerable adults by helping secure the financial support and legal protections they need. You'll coordinate Appointeeship and Deputyship applications, working collaboratively with social care, legal and healthcare professionals, families, the DWP, and the Court of Protection to ensure cases are progressed smoothly, accurately, and in line with legislation.

You'll play a key role in helping vulnerable adults manage their finances and access the support they're entitled to. Working closely with social workers, healthcare professionals, legal teams, and external agencies, you'll coordinate financial protection arrangements and ensure clients receive the right income, benefits, and support at the right time.

Key responsibilities

• Managing new referrals and ensuring they meet service criteria.
• Working with colleagues and partner agencies to gather information and progress cases efficiently.
• Supporting applications for Appointeeship and Deputyship through the Department for Work and Pensions (DWP) and Court of Protection.
• Helping clients maximise their income by ensuring benefits, pensions, and other entitlements are in place.
• Reviewing financial information, opening and managing client accounts, and supporting financial consolidation where required.
• Liaising with assessment teams to ensure accurate financial assessments and prevent debt from arising.
• Monitoring case progress, maintaining accurate records, and ensuring legal and procedural deadlines are met.
• Managing complex cases in partnership with social care, legal, health, and financial professionals.
• Conducting home and bank visits where required to support clients and progress cases.
• Ensuring cases are appropriately closed and relevant organisations are notified when circumstances change.

This role offers the opportunity to make a real difference by safeguarding the financial wellbeing of vulnerable adults, helping them access vital income and support while working as part of a collaborative, specialist team.

About you:

We're looking for someone who is passionate about supporting vulnerable adults and has the skills, confidence and professionalism to manage a varied caseload.

You will be an organised and proactive individual with excellent attention to detail, strong numerical skills and the ability to build positive relationships with a wide range of people. You will be comfortable managing complex information, making informed decisions and working both independently and collaboratively to achieve the best outcomes for clients.

Essential:

• Has knowledge of Appointeeship and Deputyship responsibilities, and experience working with organisations such as the Court of Protection, Office of the Public Guardian or DWP, or the ability to quickly develop this knowledge.
• Understands welfare benefits, financial inclusion or client finance management, or is able to learn and apply this knowledge effectively in the role.
• Has experience managing casework, progressing referrals and reviewing information to make sound, well-informed decisions.
• Is highly organised, with excellent attention to detail, strong numerical skills and the ability to manage a varied caseload effectively.
• Can build positive working relationships and communicate confidently with colleagues, families, professionals and external agencies.
• Is comfortable using IT systems, including Excel and case management databases, and can work both independently and as part of a supportive team.
• Has experience supporting vulnerable adults in a social care or similar setting, and is willing to travel and carry out home and bank visits when required.

We welcome applications from candidates who currently reside in the UK with established proof of right to work documentation. We are not able to offer sponsorship at this time for this role.

This job role is Level 8. Please locate the job profile here:

Job profiles: Business support services

To hear more about this opportunity please contact Joanna.Adams@hertfordshire.gov.uk for an informal discussion about the role.

Interview Date: 9 November 2026

Benefits of working for us

How to apply

As part of your application, please upload your most recent CV. Ensure your CV is up to date with your employment history (including any employment gaps), and including any training/qualifications. We encourage you to include examples of where you have demonstrated the requirements/criteria in the advert / job profile to allow the panel to fully recognise your skills and abilities. You will have the opportunity to include a short covering paragraph within your application to give us a little more information about your skills, knowledge, and experiences.

Additional information

We are changing
Hertfordshire County Council is undergoing Local Government Reorganisation (LGR). If you are employed by Hertfordshire County on 1 April 2028, it is expected that most roles will transfer to the newly-created unitary councils on existing terms and conditions under TUPE (Transfer of Undertakings – Protection of Employment) principles.

LGR is one of the biggest changes we will face in a generation. It will reshape how we work and how services are organised and gives us a real opportunity to build something better. To find out more, visit https://www.hertfordshire-lgr.co.uk/

Disability Confident
We are proud to be a Disability Confident employer and guarantee an interview to anyone disclosing a disability whose application meets the minimum criteria for the post.

Safeguarding
This role has been identified as requiring a Disclosure & Barring Service (DBS) check.

English Fluency
The ability to converse at ease with members of the public and provide advice in accurate spoken English is essential for the post (for those whose language is a signed language the provision of a sign language interpreter who speaks English to the necessary standard of fluency will be required). Further information about the legal requirement can be found here.