Financial Assessment and Income Officer

This is a permanent, full-time position with a starting salary of 34,660 per annum, based on a 36-hour working week.

We are excited to be hiring new Financial Assessment & Income Officer to join our fantastic Financial Assessments & Income Collection team.

This role is open to hybrid working and as a team we split our time between collaborating with colleagues in the office for two days per week (more frequently during training and induction period) and working from home.

Our Offer to You

• 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service (prorated for part time staff)
• Option to buy up to 10 days of additional annual leave
• A generous local government salary related pension
• Up to 5 days of carer's leave and 2 paid volunteering days per year
• Paternity, adoption and dependents leave
• An Employee Assistance Programme (EAP) to support health and wellbeing
• Learning and development hub where you can access a wealth of resources
• Wellbeing and lifestyle discounts including gym, travel, and shopping
• A chance to make a real difference to the lives of our residents

About the Role

This role sits within the Financial Assessment & Income Collections service, which is part of the Adults, Wellbeing and Health Partnerships Directorate. The team play a critical role in providing advice and information to service users in relation to welfare benefits entitlement, the council's charging policy and making payment for social care services, generally through direct telephone contact or face to face.

Your key responsibilities as an Assessment and Income Officer will include:

• Completing financial assessments for residents in accordance with the legislation and the councils charging policy
• Providing information on paying for care and ensuring assessment outcomes are fully documented and communicated
• Resolving queries and effectively collaborating with internal and external customers to support them with understanding the assessment process resulting in a positive experience
• Reviewing welfare benefit entitlement and helping with claims where needed to maximise income
• Proactively supporting residents to make payment of care charges, ensuring that all charges due are collected in accordance with council policies and debt recovery procedures

Your Application

In order to be considered for shortlisting, your application will clearly evidence the following skills and align with our behaviours:

• A commitment to delivering a first-class customer service
• Excellent communication skills and ability to deliver quality outcomes
• Evidence of exceptional attention to detail and experience of analysing information to ensure right first-time assessments
• Ability to organise, manage time and priorities efficiently and effectively

An DBS 'Disclosure and Barring Service' check for regulated activity (formerly known as CRB) will be required for this role.

To apply, we request that you submit a CV and answer the following 4 questions:

1. Please describe a time when you delivered exceptional customer service and the actions you took to ensure a positive outcome?
2. Please share an example of how your communication skills led to a successful outcome in a challenging situation.
3. Please provide an instance where your attention to detail and ability to analyse information ensured accuracy in an assessment.
4. Please tell us how you manage your time and prioritise tasks effectively when faced with multiple deadlines? Please give an example.

Before submitting your application, we recommend you read the job description and our Life at Surrey handbook to get an insight into working at Surrey.

Please contact us for any questions relating to the role. This could be to discuss flexible working requests, transferable skills or any barriers to employment.

The job advert closes at 23:59 on 18th October with interviews to follow.

We look forward to receiving your application, please click on the apply online button below to submit.

Local Government Reorganisation (LGR)

Surrey County Council is undergoing Local Government Reorganisation and will move to new authorities in April 2027. This role is currently employed by Surrey County Council and will remain so until then. If you are employed by Surrey County Council on 1 April 2027, your employment will transfer under TUPE arrangements to one of the new councils, with your current terms and conditions protected. The provisional allocation for this post is West Surrey subject to final confirmation through the wider transition process later this year. Please see more information on our website.

Our Commitment

We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum shortlisting criteria as displayed on the advert, we guarantee you an interview.

Your skills and experience truly matter to us. From application to your first day, we're committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs. </p

Full job description from WhatJobs. Apply for this role →