Financial Assessment Officer

Financial Assessment Officer

Salary Range: £30,510 - £45,564 per annum

Duration: 6 months – secondment

Location: Richmond and Wandsworth Council

About the role

A Financial Assessment Officer will assist service users by completing financial assessment forms in accordance with council policies and the Care Act 2014 legislation, ensuring they understand the process. The role involves calculating client contributions for Council residents receiving adult social care services, responding to enquiries about financial assessments, invoices and charging policy via phone, letter and face‑to‑face meetings, and administering deferred payment arrangement applications. The position is 36 hours per week with an expectation to attend the office two days per week.

Responsibilities

• Calculate client contributions accurately and promptly.
• Respond to service‑user and representative enquiries about financial assessments, outstanding invoices and charging policy.
• Administer applications for deferred payment arrangements.
• Work independently to manage caseload, meet targets and deadlines.
• Support vulnerable adults throughout the financial assessment process.

Essential Qualifications, Skills and Experience

• Excellent customer service and communication skills.
• Good numerical skills with attention to detail.
• Ability to work within a busy team and independently.
• Self‑management of caseload to meet targets and deadlines.

Desirable Qualifications

Prior experience in Adult Social Care financial assessment, knowledge of the Care Act 2014, or experience in similar fields such as Housing Benefits.

Benefits

40 days annual leave (including Bank Holidays), flexible working and a generous pension plan.

Equality, Diversity and Inclusion

Richmond & Wandsworth Better Service Partnership is committed to making recruitment inclusive for everyone and promoting equality and diversity. We are a Disability Confident employer and welcome applications from all backgrounds. We are committed to safeguarding and promoting the welfare of children, young people and vulnerable adults, and require staff and volunteers to share this commitment. Some posts may be exempted under the Rehabilitation of Offenders Act 1974.

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