Managed Bank Account Adviser

Contract: Fixed term for 12 months

Location: Stanningley, Leeds LS28 / hybrid

Hours: Full-time, 37 hours per week

Salary: £21,288 - £23,346 per annum

We require a Managed Bank Account (MBA) Adviser to add to our experienced and committed staff team. You will have the opportunity to work at the cutting edge of social care provision in the sector.  The MBA Adviser will be responsible for the smooth and efficient operation of the MBA Service, to deliver excellent customer service to customers, colleagues and agency partners.


Your role will involve:

  • Assisting customers who want to use the MBA Service to administer funding they can use to purchase support and services.
  • Providing support to new and existing customers
  • Dealing with queries and concerns in a courteous and timely manner, ensuring all agreed actions are clearly explained and completed.
  • Keeping all required records and systems complete and up to date.
  • Carrying out monthly reconciliations of all open Managed Bank Accounts, and providing statements of Managed Bank Accounts for customers and auditors, as required.


You must have the following:

  • Excellent customer service skills.
  • Good knowledge and understanding of financial systems and of the importance of compliance with legal requirements regarding financial reporting and standards.
  • The ability to work appropriately with people from a wide range of backgrounds, both independently and as part of a team.
  • The ability to use Microsoft Office suite, in particular having a high skill level use of Excel for service provision, record keeping and financial reporting.
  • Good analytical and problem-solving skills, with strong attention to detail to carry out tasks with a very high level of accuracy, have excellent organisational and time management skills.
  • The ability to communicate appropriately with internal and external customers.


Ideally you will have at least 1 years’ experience in a similar type of role; however, we would welcome applications from all candidates who can demonstrate that they have the necessary skills, knowledge and experience outlined in the job person specification.



  • 24 Working Days Holiday (pro-rata) plus bank holidays, usual 3 extra days holiday to be used to cover Christmas shutdown
  • Company Pension
  • Flexible Working Scheme
  • Accessible Building with Parking
  • Hybrid Working option


Commitment to Safeguarding Children and Adults


Leeds CIL has a duty to act on any concerns about the welfare of children, young people or adults at risk, including people who experience Hate Crimes.

Leeds Centre for Integrated Living is a Social Enterprise with charitable status that helps disabled people, families with disabled children and older people to set up and manage their own personal support services.  This includes people using Personal Budgets, and Direct Payments.


To apply, please download a copy of the application pack from our website.  If you require the pack to be sent in the post, require it in an alternative form or would like to contact us, please call 0113 231 1125 (select option 0), or email [email protected] .

Please note that CVs or agency applications will not be accepted.

Any appointments will be subject to the receipt of acceptable references and an enhanced Disclosure & Barring Service (DBS) check.


Closing date for applications: 12pm on Monday 11th July 2022

Interviews: To be held week commencing 18th July 2022