Main Purpose *To ensure the proactive management of all aspects of Direct Payment Accounts across contracts
*To validate and approve time sheets and invoices for payment in line with fixed budgets
*To ensure the accuracy of data and completion of declaration is in line with Pension Regulatory compliance for Direct Payment Employers
2.Responsibilities of Job *Manage Direct Payment accounts, ensuring receipt and chasing of client contributions and council funds, to ensure sufficient funds to make payments.
*Liaise with Finance and local authority to act immediately in assisting the setup of accounts and receipt of client funds.
*Accurately upload and approve invoices and time sheets for payment, ensuring quality checks are made to identify and resolve discrepancies.
*Ensure the efficient, timely and effective processing of payroll and invoices for DP Holders and their PA’s.
*Ensure payment journals are accurate and uploaded to X-Ledger.
*Maintain accurate and up to date customer details and records for all DP Holders on CRM, payroll, and accounting systems.
*Ensure responsibilities are met regarding pension scheme setup and auto enrolment, along with employee and employer payments.
*Monthly reconciliation of all accounts and provide data for KPI’s to be reported to commissioners.
*To work with EAG colleagues to manage customer relationships and address day to day issues and enquiries, including the management of ceased accounts, in line with DP Holder preferred communication methods.


*Recognise where customers may be vulnerable to financial or other abuse and take appropriate action to alert others to ensure they are appropriately safeguarded.
*This list is not exhaustive and from time to time you may be required to undertake additional duties.
3. Person Specification *Previous payroll experience
*Experience of delivering excellent customer service through a range of mediums including face to face, telephone and email.
*Able to use initiative to assist with problem solving and to escalate promptly where required.
*An eye for detail and a get it right first time’s attitude
*Excellent numeracy, written and oral skills
*Excellent administrative skills, able to organise a wide range of information.
*Able to self-organise workload to meet fixed deadlines.
*IT literate with experience of Microsoft applications and familiarity with finance and payroll software packages
*Able to occasionally commute to the Chelmsford office


Desirable
*Experience of working in a fast-moving payroll environment and/or assisted with direct responsibility for client accounts.
*Experience of working on pension administration and/or with knowledge of pension regulatory compliance
Our values underpin everything we do and are the guiding beliefs and principles of Purple - We are:
*Authentic - lived experience is our most valuable raw material
*Accessible - from corporate to micro enterprises, disability organisations to individual disabled people. We support all.
*The experts - humble but knowledgeable in finding solutions.
*Creative - global to local. We develop and deliver innovative approaches to the issues of today.
This role profile is not exhaustive; it will be subject to periodic review and may be amended to meet the changing needs of the business. The post holder will be expected to participate in this process and we would aim to reach agreement to the changes.