Finance Assessment Officer

Overview

In this role, you will conduct financial assessments for individuals receiving care, by phone and in person, to ensure fair and prompt decisions. You will work closely with service users, families and care providers to provide funding and welfare advice within a supportive team. The role combines frontline customer interaction with careful data handling and collaboration across internal and external stakeholders. You’ll operate in a flexible, public-facing environment with a focus on safeguarding and delivering high-quality assessments.

Pay / Benefits

• competitive salary
• defined benefit pension scheme
• option for extra pension contributions
• generous annual leave with the potential to purchase additional leave
• health and wellbeing programme
• employee discounts scheme

Responsibilities

• conduct financial assessments by phone and in person for care recipients
• liaise with service users, families and care providers to ensure fair and timely assessments
• provide funding and welfare benefit advice and guidance
• coordinate with internal departments and external stakeholders to support service users
• maintain clear records and communicate outcomes via phone and email
• adhere to statutory English language requirements for public sector workers
• work flexibly across office-based and community settings
• demonstrate a can-do attitude and commitment to learning

Key requirements

• excellent communication skills (verbal and written)
• attention to detail
• ability to work independently and as part of a team
• literacy and numeracy skills (GCSE Maths and English or equivalent)
• experience with Microsoft Office (Outlook, Word, Excel)
• diary management, prioritisation and problem-solving abilities
• desirable knowledge of Adult Social Care and DWP benefits
• enhanced criminal record disclosure check requirement

• strong communication
• attention to detail
• teamwork
• Microsoft Outlook
• Microsoft Word
• Microsoft Excel

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