Financial Assessment Officer

Mpa Recruitment; Belfast; On-site; GBP 80,000 - 100,000; Full time

Job summary

A recruitment agency is seeking a Financial Assessment Officer in Belfast. The role involves processing financial assessments and liaising with service users regarding their financial contributions toward care. Candidates should have finance experience and 5 GCSEs including Maths and English. This is a full-time temporary position with a competitive salary.

Benefits

Opportunity for career progression

Supportive team environment

Continuous development opportunities

Competitive salary

Qualifications

• Minimum 5 GCSEs including Maths and English (Grade C or above).
• 2 years relevant finance experience.
• Strong ability to prioritize workload.

Responsibilities

• Process financial assessments and ensure accurate input of client data.
• Liaise with service users to explain the assessment process.
• Conduct investigations into financial details and maintain records.

Skills

Finance experience

Communication skills

Analytical skills

Microsoft Excel

Education

5 GCSEs Grade A-C including Maths and English

Job description

Financial Assessment Officer
Location: Saintfield Road, BT8 8BH
Hours: Full-time, Mon-Fri, 9am-5pm
Salary: £13.57
Contract: Temporary (6 months with the possibility of extension)

About the Role:

MPA Recruitment is pleased to be recruiting on behalf of our public sector client for a Band 4 Financial Assessment Officer. This important role supports the financial assessment process for service users entering residential and nursing care.

You will play a key role in gathering, analysing, and validating financial information to ensure accurate assessments and fair contributions toward care. This position is ideal for someone with strong finance experience, excellent communication skills, and the ability to work with sensitive information in a professional and compassionate manner.

Key Responsibilities:

• Process financial assessments using the Abacus system and ensure accurate, timely input of client data.
• Determine the correct assessment type based on placement details provided.
• Liaise with service users and their representatives to explain the assessment process and complete required forms (FA2, FA3, Undertaking to Pay, benefit applications).
• Complete financial coding of cases in a timely and accurate manner.
• Notify the DoH of admissions, assist with benefits applications, and follow up as required.
• Examine financial information from postal referrals, liaising with external bodies such as banks, Pensions Branch, accountants, and the DoH.
• Conduct investigations into assets, income, and other financial details, escalating complex issues to the line manager.
• Apply financial rules and regulations around capital and income, including deprivation of capital, ownership checks, notional income, asset valuation, and trust funds.
• Maintain accurate records of admissions, discharges, and changes affecting assessed contributions.
• Manage review lists, including 6-monthly reviews, tariff updates, pension changes and full-cost cases.
• Advise homes, service users, and representatives on assessed rates and handle related queries.
• Maintain effective working relationships with Trust staff, clients, and external agencies.
• Escalate unresolved financial issues, safeguarding concerns, or complaints to management.
• Provide supervision to staff where required and undertake necessary training.
• Support broader departmental needs including cover in other areas as appropriate.

What We’re Looking For:

• 5 GCSEs Grade A–C, including Maths and English (Grade C or above).
• At least 2 years’ relevant finance experience (payments, receipting cash, budget reporting, or assisting with accounts).
• Working knowledge of Microsoft Excel.
• Strong ability to prioritise workload and work effectively to deadlines.
• Ability to analyse financial information and clearly communicate findings.
• Knowledge of the Trust’s structure and an understanding of key financial issues within Health & Social Care.

Why Apply?

• Excellent opportunity to build or progress a career within Health & Social Care finance.
• Meaningful role supporting vulnerable individuals and families.
• Work within a supportive team with opportunities for continuous development.
• Competitive Band 4 salary and stable full-time working hours.

How to Apply:

To apply, send your CV to [e-mail] or contact our office on 02895 211111 for more information.

MPA Recruitment is an equal opportunities employer.