Community Finance Officer

Westmorland and Furness Council; Kendal; On-site; GBP 25,000 - 35,000; Full time

Job summary

Westmorland and Furness Council is seeking a Community Finance Officer to join their team in the South Lakes area. This role involves conducting financial assessments for care services, ensuring compliance with legislation, and providing support to vulnerable clients. The ideal candidate will have a customer-focused background, strong attention to detail, and excellent communication skills. Benefits include a competitive pension scheme and enhanced annual leave.

Benefits

Competitive pension scheme

Enhanced annual leave

Various perks and discounts

Qualifications

• Experience in a customer-focused environment with a financial background.
• Sensitivity when dealing with clients and adherence to Information Governance legislation.
• Ability to handle financial issues appropriately and comply with legislation.

Responsibilities

• Conduct legally compliant financial assessments for clients eligible for care services.
• Work closely with internal and external services to ensure fair assessments.
• Maximize income for the Council and support vulnerable people through proactive account management.

Skills

Attention to detail

Problem-solving

Customer care

Communication

Job description

Join to apply for the Community Finance Officer role at Westmorland and Furness Council.

An exciting opportunity has arisen for a candidate to join Westmorland and Furness Council as a Community Finance Officer covering the South Lakes area.

The Community Finance Team provides services including financial assessments for care services, invoicing assessed client charges, and providing accurate and timely advice and information, along with proactive account management.

The successful applicant will work in a busy operational finance service, responsible for legally compliant financial assessments for clients eligible for non-residential and residential services, determining their ability to contribute towards care costs in line with the Care Act 2014 and Council Policy.

Playing an essential role within the team, you will work closely with internal and external services to ensure fair assessments while maximizing income for the Council and supporting vulnerable people through proactive account management.

Applicants should have experience in a customer-focused environment, ideally with a financial background, demonstrating patience and understanding. Sensitivity when dealing with clients or their representatives and adherence to Information Governance legislation are essential.

The candidate must handle financial issues appropriately, comply with legislation and policy, and be comfortable with lone working, including home visits.

Who we are looking for…

We seek highly motivated individuals with strong attention to detail, accuracy, inquisitiveness, problem-solving skills, flexibility, and the ability to meet deadlines. Excellent customer care and communication skills are required. Teamwork, commitment to continuous improvement, understanding of technical policies and legislation, and ideally, knowledge of Adult Social Care (ASC) services are desirable.

What can we offer you!

Benefits include a competitive pension scheme, enhanced annual leave, and various perks and discounts. For more information, visit our Careers site.

Would you like to find out more?

For queries or informal chats about this role, contact Abby Barrett at 07901 758820.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Government Administration