263a Tarbock Road
Huyton Merseyside, L36 0SD

Customer Finance Officer – Managed Accounts Service

Huyton Merseyside
Part-time 21 hours per week

Annual Leave 30 days to start & Bank Holidays (pro rata)
£24,000 per annum (pro rata)
Hybrid working a possibility

Due to retirement of our current post holder, the Direct Payments Team is seeking to appoint an experienced Customer Finance Officer who will work as part of the team to administer our Direct Payments Managed Accounts Service.

 About KDC:

Our Vision is to see communities where all people are included and valued as equal citizens
Our Mission is to provide support and services that enable people to have choice, control and independence
Our Values describe “the way we do things around here” and are captured as

KDC Values

The role

The role will include but not limited to:

  • The allocation of Direct Payment receipts from Local Authorities onto Individual customer accounts, held on the PFS banking system, on a 4 weekly cycle.
  • Analysis and reporting on payments records.
  • Conversion of wages files for upload onto the PFS banking system;
  • Running payment routines for Personal Assistants’ wages and the attached HMRC returns and analysis.
  • Alerting the DP Team and the Your Payroll Team to any potential funding issues on customers’ accounts.
  • Reconciliation of customers’ Managed Accounts on PFS to income receipts and payments made.
  • Liaison with the Local Authority on annual reconciliation and any audit required by them.
  • Collection and transfer of Managed Account Fees and Payroll Fees to KDC, in advance.
  • Administration of, and making payments for customer’s employer insurance renewals
  • Making ad hoc invoice payments to support the DP Team.
  • Production of information required for KDC monthly management accounts.
  • Maintaining customer information and producing statistical reports for management and Board information.
  • Contributing to the continuous review, development and improvement of the Direct Payments Managed Accounts service to produce efficiencies.

The successful candidate will have a background in financial administration and have excellent IT and customer service skills. Experience working in a similar role would be ideal.


Request the full job description and person specification from recruitment  and email an up to date relevant CV and cover letter stating how you meet the essential criteria detailed in the person specification of the job description back to recruitment by the closing date of 14 February 2024 at 5.00pm

Interviews will be held face to face at KDC’s office in Huyton on 28 February 2024 

Alternatively download the job description and person spec here

We welcome applications from all members of society whether currently employed, taking a break or retired. 

Note: Knowsley Disability Concern is a charitable organisation providing a range of services helping disabled and disadvantaged people to enjoy independence and have choice and control in their lives.

Knowsley Disability Concern | 263a Tarbock Road | Huyton L36 0SD |T: 0151 480 4090
E: recruitment@kdc.org.uk | W: www.kdc.org.uk |
Registered as a Company in England and Wales No. 5002948 and Reg Charity No 1103477.