Financial Assessment Officer and Caseworker
Salary: £31,537 – £33,699 per annum
Hours per week: 37 hours
Interview date: Wednesday 27 May 2026
We are seeking a dedicated individual to join our Adult Social Care Operations in the role of Financial Assessment Officer and Caseworker within our Financial Assessment and Benefit (FAB) Team. Our team specialises in conducting financial assessments and welfare benefit checks for customers receiving council-funded support, prioritising a person‑centred approach and working with a vulnerable client group through daily high‑quality engagement.
As a Financial Assessment Officer in a dynamic environment, you will manage the end‑to‑end financial assessment process, ensuring timely and accurate completion of new and review assessments, and supporting our community to maximise their Welfare Benefit entitlement. Financial Assessments are completed through various means including online and face‑to‑face in the customer’s home. You will work independently and collaboratively, keeping the customer at the centre of all that we do.
Responsibilities
- Conduct financial assessments required for council‑funded support.
- Perform welfare benefit checks for relevant customers.
- Ensure accuracy and timeliness of new and review assessments.
- Collaborate with the Department for Work and Pensions and other stakeholders.
- Provide high‑quality, person‑centred engagement with vulnerable clients.
Qualifications
- Excellent customer service and communication skills.
- In‑depth understanding of financial circumstances and welfare benefits.
- Proficiency in IT and problem‑solving abilities.
- Enthusiasm and commitment to positive outcomes for clients.
Our hybrid working model means office staff are on site for at least half their hours, community‑based staff carry out at least half of their admin time in a workplace, and customer‑facing roles work entirely from their service location.
We are firmly committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and to the principles of inclusion and diversity in both employment and the delivery of services.
Contact: Nicola Patrick, Financial Assessment and Benefits Team Manager, Nicola.Patrick@wiltshire.gov.uk
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