Financial Assessment Officer

Everest Limited; Northampton; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services company in Northampton is seeking a Financial Assessment Officer to conduct financial assessments for service users. The ideal candidate will have strong numeracy and analytical skills, be detail-oriented, and possess experience in financial or benefits assessments. This role is essential due to increased workload and requires excellent communication skills.

Qualifications

• Detail-oriented with strong financial knowledge.
• Experience in financial or benefits assessments is a plus.

Responsibilities

• Conduct financial assessments for service users.
• Support the Finance team in processing social care funding assessments.

Skills

Strong numeracy and analytical skills

Good communication and customer service skills

Ability to work independently and meet deadlines

Job description

Conduct financial assessments for service users.

We are seeking a detail-oriented Financial Assessment Officer to support the Finance team in processing social care funding assessments. This role is vital due to additional workload and requires accuracy, strong financial knowledge, and excellent communication skills, Experience in financial or benefits assessments.

• Strong numeracy and analytical skills.
• Good communication and customer service skills.
• Ability to work independently and meet deadlines.
• Knowledge of local authority finance preferred.

Compliance Requirements

• Basic, Standard, and Enhanced DBS with Barred List - Required
• No driving or BPSS check required, Disability Confident

About Disability Confident

A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people.