Job Description

Do you have excellent IT skills with experience in data entry and record keeping? Do you care about people in the community? Would you like to work for a progressive organisation who strives to improve the wellbeing of people in later life?

We are seeking thoughtful and detail-oriented candidates with a background in accounting to provide efficient and accurate support within the Grants Team, working closely with the Finance and Community Gateway Teams.

This is an exciting opportunity to make a difference to people's lives as part of a small team based at our Truro Office. We welcome applications from people who are able to work swiftly, calmly and accurately with their own initiative, as well as work collaboratively and effectively with others to provide this valuable service. Training on PHB processes and the expected PHB application standards will be given.

This role is central to the assessment and administration of Personal Health Budget (PHB) applications and would suit someone with a strong understanding of the health or social care context, a structured mindset with excellent attention to detail and confidence in handling purchasing and financial systems.

If you are interested and want to know more, contact our HR Team on 01872 266881. As an organisation, we encourage flexible working patterns and are open to negotiation and making reasonable adjustments. Talk to us about the flexibility and adjustments you need, and we will explore what's possible for the role.

Work Base:

Boscawen House, Truro, TR1 3BN. Flexible working is available through conversation and agreement. The organisation reserves the right to require you to work at such other place of business of the organisation as the organisation may from time to time reasonably require.

Salary:

26,883 FTE pro-rata per annum (10,898.51 - 14,531.35 depending on hours)

Hours of Work:

Monday to Friday, with reasonable flexibility, 15-20 hours a week. Remote working possible after successful training

Duration:

Fixed Term Contract for 12 months

Key Responsibilities and Requirements:

Proven ability to assess applications with a person-centred approach, balancing policy requirements and individual needs Strong written and verbal communication skills, including confidence in liaising with referrers to clarify details or request supporting information and handle grants related enquiries Familiar with referral pathways, care planning, and holistic support approaches Comfortable navigating a multi-step decision-making process and applying consistent judgement High level of accuracy in recording and managing complex data (Excel-based PHB Tracker) Excellent organisational skills and confidence in maintaining accurate digital records Proficient in Microsoft Office (particularly Excel and Outlook), as well as Microsoft Teams Experience using Xero, Hubdoc, Pleo and Formsite or similar platforms plus high accuracy in financial tracking, reconciliation, and record-keeping Analytical mindset with awareness of financial accountability and audit compliance Comfortable working with invoices, payment confirmations, supplier details, and audit trails Ability to handle multiple transactions simultaneously and ensure data is accurately captured in all internal systems A methodical, dependable approach with strong task prioritisation skills A collaborative approach, inclusive of strong administrative skills, proven ability to follow defined processes Able to work independently and take ownership of tasks
Since 2022, Age UK Cornwall & The Isles of Scilly, Partners (including Chaos Group, Volunteer Cornwall, Cornwall Neighbourhoods for Change and others) and Integrated Care Board have been working together to improve access to services, with the aim of reducing demand on acute services. Our partnership supports the community, coordinating holistic solutions to local challenges. This partnership and collaboration ensures that the project has a greater engagement and reach within local communities, helping the right people at the right time and developing innovative results.

Age UK Cornwall administers one-off Personal Health Budgets (PHB) on behalf of the Integrated Care Board (ICB). A one-off PHB is used to enable a safe hospital discharge; to prevent unnecessary hospital admission or re-admission and is an integral part of a care and support plan which enables improved health and wellbeing over an extended period of time. The main function of this role is to ensure that applications to the PHB fund are completed; in line with our established process, liaise with partner organisations to resolve any queries and progress the applications through to the Grants Payable Coordinator within set time-frames

We believe in a world that is fair, inclusive and equitable. We apply this to our workforce and we are committed to developing and supporting a diverse, equitable, and inclusive organisation where all employees have a sense of belonging. We want to recruit people who can add fresh perspectives, innovative ideas or challenge group think.

We are especially interested in people whose experiences of life (on a low income, of migration, of being in a racialised community, of the care system, of being LGBTQ+ or living with a disability) help us to see things we might otherwise miss. Whatever your story is we want to hear it.

We will give you the opportunity to make a difference to our future and the opportunity to be part of our close-knit and friendly organisation. If you have ideas, then we will listen and work with you to implement improvements. By joining us you can make a real difference to people in later life.

Rewards and Benefits:

30 days holiday pro-rata for your first year which includes the bank holidays plus 1 day for your birthday (or nearest workday) and 2 days to take between 1st December and 31st January Your holiday entitlement increases 1 day a year up to a maximum of +8 days pro-rata Healthy Workplace Group Cycle and Tech Scheme Health Benefits Scheme Blue Light Card Rewards Age UK discounts app A rewarding and purposeful experience - adding real value to people's lives

Interested?

Application deadline: Monday 18th August 2025

A full job description and application for can be found on our website or sent to you in response to your interest. CVs and cover letters are not required but can be submitted to support your application if you wish. If you need any support with your application or require your application in a certain format, please don't hesitate to contact us.

To avoid disappointment, you are advised to submit your application as soon as possible as we reserve the right to close the vacancy early if a high volume of applications are received. This is to ensure that we can manage application levels whilst maintaining a positive candidate experience. Unfortunately, once a vacancy has closed, we are unable to consider further applications.

The organisation is positive about employing people with disabilities. We know there's a wealth of talent among people who have a disability as well as those who have experience of mental or physical health problems. So, if you need any support with your application or if you require your application in a different format please just give us a call on 01872 266881.

If you choose to disclose a disability on your application form and you meet the essential criteria set out in the person specification, we commit to inviting you to an interview.

Job Type: Part-time

Pay: 26,883.00 per year

Expected hours: 15 - 20 per week

Benefits:

Additional leave Bereavement leave Employee discount Health & wellbeing programme Sick pay
Work Location: In person

Application deadline: 18/08/2025