Financial Assessment Co-Ordinator

Sefton Council; Sefton; Hybrid; GBP 23,000 - 29,000; Full time

Job summary

Sefton Metropolitan Borough Council is recruiting for a permanent, full-time role based at Magdalen House, Bootle. The post is 36 hours per week, with Monday to Friday working on an agile basis.

The successful candidate will deliver a high-quality, customer-focused service to vulnerable adults and may visit clients in their homes across Sefton. You will need good numeracy and literacy, experience in building partnerships with internal and external agencies, and the ability to manage your own

Qualifications

• Numeracy and literacy skills are essential.
• Experience delivering a customer-focused service.
• Ability to communicate with vulnerable adults with sensitivity.
• Strength in building partnerships with internal and external agencies.
• Ability to manage and prioritise own workload.

Responsibilities

• Provide customer-focused service to vulnerable adults.
• Work Monday to Friday, 36 hours per week, on an agile basis.
• Carry out visits to clients in their homes across Sefton Borough as required.
• Use Microsoft Office for casework and reporting.
• Attend meetings at council offices as needed across the Borough.

Skills

Numeracy

Literacy

Customer service

Communication with vulnerable adults

Partnership building

Workload management

Microsoft Office

Tools

Microsoft Office

Job description

• Employer: Sefton Metropolitan Borough Council
• Location: Sefton Metropolitan Borough Council, Magdalen House
• Contract: Permanent
• Working Pattern: Full Time
• Hours: 36 hours per week.
• DBS Check: No
• Closing Date: 25/10/2026 at 08:46
• Reference: ASC/26/347164

About the role

This is a permanent, full-time post of 36 hours per week. The successful applicant will work Monday to Friday on an agile basis. The primary office base is at Magdalen House, Trinity Road, Bootle, L20 3NJ.

There will be some visits to clients in their homes throughout the Sefton Borough as required as well as occasional attendance at meetings in other council offices across the Borough.

We are looking for applicants who have excellent numeracy and literacy skills. You must have experience of delivering a customer focused service and be able to communicate with vulnerable adults, as well as building partnerships with internal and external agencies. An ability to manage and prioritise your own workload is essential as is experience in using Microsoft Office products. We are looking for candidates who are self-motivated, can demonstrate a flexible attitude and an ability to work from their own initiative.

The closing date for this vacancy is Sunday 25 th October 2026 (or earlier in the event of high volume of applications being received).

Provisional interview dates are Thursday 5 th November 2026.

EQUAL OPPORTUNITIES

Sefton Council strives to ensure that our workforce is inclusive and representative of our communities. A diverse workforce is important to us, our staff bring with them a wide range of experiences, views, ideas, and innovations, and we are committed to providing an environment that recognises, respects, and values everybody’s identity, where individual differences are strengths and where everyone can thrive and maximise their potential.We are always open to learning and growing as an organisation, and we welcome new ideas and initiatives that promote equality, diversity and inclusion.

We are an Equal Opportunities Employer; all candidates will receive equal treatment. Our decision to appoint will be based upon whether an individual’s skills, experience, qualifications, and abilities make them the most suitable candidate for the role.

Please note that all disabled applicants who meet the essential criteria for these jobs (as given in the Person Specification) and who want to apply under the Disability Confident Scheme will be invited to interview.

If you are currently in care or have previously been in care, we provide a guaranteed interview scheme for care experienced people if you meet the essential requirements for the role.

Consider registering for Sefton@work

If you’re an unemployed Sefton resident, register with our Sefton@Work service for free support to help you into employment. You may be eligible for extra assistance such as funding for travel, work clothing, or vouchers to make starting your new job easier. Call Sefton@Work on 0151 934 2610 or visit seftonatwork.net to find out more and get started today!