RMF Case Work Manager

RMF is a registered charity founded in 1855 whose aim is to assist registered doctors and their families who are in financial hardship. The Royal Medical Foundation is a charity based at Epsom College in Surrey, UK. It was founded in 1855 by Dr. John Propert. The foundation's primary mission is to assist GMC-registered doctors and their families who are experiencing financial hardship. The foundation provides support in several ways: regular payments to doctors, widows, widowers, and children of doctors; One-off grants for emergency situations; and assistance with school fees for the children of doctors, helping to maintain educational stability during times of distress caused by illness, bereavement, or financial need. We are looking for two part time case work manager positions. Case Work Manager duties and responsibilities include but not limited to:

• Investigating all applications, which meet the Foundation's guidelines to satisfy their eligibility for financial assistance. Checking the applicants' personal and financial circumstances to make recommendations of the type and amount of assistance required. Investigating supporting documentation, potential beneficiaries and conducting due diligence to eliminate any fraudulent applications, particularly if information provided is inconsistent.
• Ensuring applicants meeting the Foundation guidelines have access to complete an application form, which is followed by a telephone call (or home visit) assessment. Modernising the current process and implementing online portal for applications
• Preparing, drafting and presenting case papers for quarterly RMF Board meetings as well as regularly reviewing cases and providing updates where necessary.
• Administering new and existing grants and awards, including administration of regular payments to pensioners and other beneficiaries. Maintaining regular contact with all beneficiaries and ensuring that any problems are dealt with swiftly. Regularly reviewing and updating existing beneficiaries' financial circumstances and liaising with the finance department and Administrator accordingly.
• Signposting and referring as and when necessary to other agencies (e.g. social workers) and charities. Maintaining close liaison with all the other Medical Charities to ensure that all applicants receive the assistance they need, and to prevent unnecessary duplication in financial assistance. Attending regular meetings held by trusts and charities to stay connected with developments in the voluntary sector and for networking purposes.
• Signposting to support applicants with Welfare Benefit advice - ensuring that beneficiaries are in full receipt of all their eligible Welfare Benefits.
Office and management duties and responsibilities include but not limited to: General Administration
• General office administration including dealing with all post, emails, and telephone calls for the RMF.
• Ensuring the various application forms and letter templates are kept up to date, including changes to state benefits.
• Track and monitor applicant and case load data, identifying any trends or patterns of behaviours. Regularly monitor and update key metrics relating to applicants and case work including number of applicants per quarter and their profile/demographic, number of open and closed cases and report to the Board on a quarterly basis.
• Draft a quarterly report to the Board Track and monitor data and identity trends relating to key metrics relating to applicants and case work including the number of applicants per quarter and their profile/demographic, number of open and closed cases.
• Ensuring that all information on the RMF website and all the other websites the RMF is associated with, are updated and developed as need be, liaising with Secretary to the Board and Epsom College staff as necessary.
• Providing timely information as requested by the auditors and responding to any queries form the Auditors. Assisting the Director of Finance and Secretary to Council in preparing for and drafting the Annual Report and Financial Statement.
RMF Board Meetings
• Responsible for developing and preparing the case papers and all supporting documentation for the Board papers.
• Responsible for preparing the award and refusal letters after each meeting, in line with decisions made as recorded in the Minutes.
• Responsible for managing and tracking each beneficiary offer and acceptance of award
Payment Arrangements
• Ensuring there is sufficient funding available for awards agreed by the Trustees. Liaising with the finance team to ensure payments are made on time and accurate. Responsible for providing appropriate updated data to the Director of Finance (of Epsom College) to add to the Grants Financial Statement.
• Ensure school fee invoices are correct and paid.
• Providing information for payment of the monthly BACS and other payments with supporting evidence and liaising with Director of Finance and Administrator for approval of payments.
• Ensuring the correct withdrawal of unused funds is put forward at each meeting and inform Accounts Department accordingly to deduct on the Grants Financial Statement when approved.
• Ensuring that the various payments requested by the beneficiaries are reasonable, are consistent with the minuted decision, that funding is available, and payment is actioned appropriately. Liaising with the Administrator where appropriate.
• Liaising with the Administrator to request approval on payment and cc Director of Finance (Epsom College) for payment once approved.
Marketing and Profile raising
• Develop and implement plans to raise the profile of the RMF and target appropriate audiences within the medical sector to increase appropriate applications and report back to the Board
• Seek opportunities to work with other medical and educational charities to increase further funding sources; seeking opportunities to work with private sector medical sector providers to gain support and/or further funding for RMF;
• Raising awareness of the work of RMF including writing articles for medical publications, applying for charity grants and awards as well participating in charity award events;
Compliance
• Maintaining up to date knowledge of relevant regulatory and legislative guidance applicable to the Charity, including the Charities Commission guidance.
• Regularly reviewing procedures and processes to ensure they are fit for purpose and compliant with relevant legislative and regulatory guidance.
• Updating policies on an annual basis to ensure compliance with relevant legislative and regulatory compliance;
• Developing and ensuring board reporting, recording keeping and working practices are compliant with Data Protection principles, UK GDPR and other regulatory requirements;
• Maintaining a high standard of record keeping and detailed case records, including attendance notes of any communication with applicants.
  
  RMF is a registered charity founded in 1855 whose aim is to assist registered doctors and their families who are in financial hardship. The Royal Medical Foundation is a charity based at Epsom College in Surrey, UK. It was founded in 1855 by Dr. John Propert. The foundation's primary mission is to assist GMC-registered doctors and their families who are experiencing financial hardship. The foundation provides support in several ways: regular payments to doctors, widows, widowers, and children of doctors; One-off grants for emergency situations; and assistance with school fees for the children of doctors, helping to maintain educational stability during times of distress caused by illness, bereavement, or financial need.