Hampshire and Isle of Wight Healthcare NHS Foundation Trust
Personalisation and Personal Health Budget Practitioner
The closing date is 02 August 2026
We are excited to announce a new opportunity within our Hampshire and Isle of Wight All Age Continuing Care Personalisation service. We are looking for a person who is passionate about client care and improving life opportunities who share our behaviours of being person centred, honest, courageous, innovative, and collaborative.
As a Personalisation and Personal Health Budget Practitioner, you will be responsible for maximising the take-up of Personal Health Budgets and acting as a source of expertise and advice for relevant members of the multi-disciplinary teams, patients and members of the public in order to support the Personal Health Budget Process. The role involves working in partnership with clinicians to implement Personal Health Budgets, including supporting and advising on the development of care and support plans, monitoring and managing client financial information and payments and providing advice and guidance to clients to empower people with complex health needs live their best lives.
Whilst experience in Personal Health Budgets and accounting would be helpful, if you have the right skills and attitude, we can support you to develop the specific skills required. You will be part of a wider personalisation and All Age team who provide a wide range of expertise and support.
Main duties of the job
- The post holder will act as a source of expertise and advice for relevant members of the multi-disciplinary teams, patients and members of the public in order to support the Personal Health Budget Process
- To support adults and children to access healthcare and support through Personal Health Budgets
- Maximise the take-up of Personal Health Budgets (prioritising All Age Continuing Care clients) throughout health and social care
- Working in partnership with and through clinicians at Place to implement Personal Health Budgets, including supporting and advising on the development of care and support plans to meet identified health and care needs/health and wellbeing outcomes
- Supporting and educating case managers on the calculation of indicative costs, providing recommendations and financial analysis to All Age Continuing Care and (as required) Local Authority members/the Personal Health Budget Panel
- Supporting finance to monitor and manage client financial information to include recovering unspent and misspent funds
- Providing advice and guidance to clients and clinicians as and when required, acting as an advocate to ensure the best possible outcomes can be achieved
About us
Hampshire and Isle of Wight Healthcare NHS Foundation Trust provides joined-up mental and physical healthcare for around two million people across our communities. With over 13,000 staff working in the community and local hospitals, we deliver care at every stage of life, helping people live their best and healthiest lives.
Our mental health services include community-based support and early intervention in psychosis (EIP) for both adults and young people, alongside a network of specialist inpatient wards covering forensic, learning disability, eating disorder and older personu2019s care.
We deliver extensive physical health services too, from urgent community response teams helping frail and older patients remain safely at home, to hospitals at home teams providing acute-level care in familiar surroundings. Our neurological services offer rehabilitation and treatment for conditions including Multiple Sclerosis, Parkinsonu2019s Disease, Motor Neurone Disease, Head Injury, Cerebral Palsy and Stroke. Across Hampshire, our community hospitals provide inpatient rehabilitation as a step down from acute care, and our dedicated teams also staff Treetops Sexual Assault Referral Centre in Portsmouth, offering expert, compassionate support.
Everything we do is underpinned by our CARE values of compassion, accountability, respect and excellence
Job responsibilities
The All-Age Continuing Care Team supports over 7,500 clients through a range of funding arrangements including Continuing Healthcare, Section 117 aftercare, specialist placements, Childrenu2019s Continuing Care and other joint funding and oversight of a budget of 392M. Our roles are community based with flexible working from a local office and home and is a key role to support people to live well with complex health and primary health needs. Post holders will be employed by Hampshire and Isle of Wight Healthcare NHS Foundation Trust, working in partnership with NHS Hampshire and Isle of Wight Integrated Care Board.
Our All-Age Team purpose is clear: ‘To improve health opportunities and outcomes within our system by delivering seamless, affordable, and individually focused care for those requiring our services.’
Our values and behaviours are:
- Integrity: I keep our shared values at the centre of my conduct and decision-making
- Compassion: I approach people with kindness and empathy, striving to support the care I would want for my loved ones
- Accountability: I can be trusted to act fairly and honestly, taking ownership for decisions and achieving outcomes
- Respect: I am professional and courteous, seek opinions and value difference
- Empowerment: I create safe environments where I and others can be curious and innovative
Further information about the Trust and this role can be found on the Job Description and Person Specification document attached. It is important to us that we ensure our recruitment processes are accessible and inclusive to everyone – if as a potential candidate you are concerned a person specification may prevent or restrict your application for employment as a result of unintentional barriers on the grounds of your sex, race, age, sexual orientation, religion/belief or disability please initially contact the Trustu2019s Recruitment team – detailed in the advert. The Trust will seek to resolve this issue wherever possible.
We are happy to talk Flexible Working – all requests for flexible working options can be discussed as part of the interview process.
Person Specification
Qualifications
- Educated to degree level in relevant subject or equivalent level of experience of working at a similar level in specialist area
- GCSE or equivalent qualification in mathematics, grade A-C
- Mathematics A-Level of equivalent
- Qualifications in computing e.g. MS Excel, databases
Experience
- Knowledge of administrative procedures, project management or information analysis
- Experience of managing budgets and financial accounts
- Skills for communication of complex information and administrative matters, requiring developed interpersonal and oral/ written / presentation communication skills
- Ability to pull together comprehensive reports, data and letters
- Experience and understanding of Personal Health Budgets, Direct Payments or Self Directed Support, including personalised care support planning, budget setting, recruiting and employing Personal Assistants in Care (PAs)
- Basic knowledge of project principles and contract management
- Previously worked in similar position within the public sector
Additional Criteria
- Skills for communication of complex information and administrative matters, requiring developed interpersonal and oral/ written / presentation communication skills
- Skills for nurturing key relationships and maintaining networks
- Ability to make recommendations on difficult and contentious issues and escalate them
- Ability to engender trust and confidence and demonstrate integrity in the provision of advice and support
- Excellent time management skills with the ability to re-prioritise
- Ability to travel between locations not accessible via public transport
- Hybrid working between offices, home and clinical areas / clients own home
- Elements of sustained computer working
Disclosure and Barring Service Check
This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.
Employer name
Hampshire and Isle of Wight Healthcare NHS Foundation Trust
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