Financial Assessment Officer

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

Job summary

A local government agency in Northampton is seeking a skilled Financial Assessment Officer to assess financial contributions toward Adult Social Care. The role involves producing financial assessments, providing welfare advice, managing a caseload, and working collaboratively with various stakeholders. Ideal candidates will possess strong communication skills and a full UK driving licence. Knowledge of the Care Act 2014 is desirable.

Qualifications

• Experience handling sensitive information and working within regulated environments.
• Understanding of financial information, data processing, and legislation.
• Knowledge of the Care Act 2014 and welfare benefit legislation is desirable.

Responsibilities

• Produce financial assessments and reassessments for adult social care users.
• Provide welfare benefit advice to maximise income.
• Manage a busy caseload ensuring accurate processing.

Skills

Strong literacy and numeracy skills

Ability to communicate clearly with vulnerable adults and carers

Proven experience providing customer-focused services

Conflict resolution

Job description

Overview

One of my local government clients is seeking a skilled and customer-focused Financial Assessment Officer to join the Finance Operations team within the Commissioning and Performance Directorate. This role plays a key part in assessing service users’ financial contributions toward Adult Social Care, ensuring assessments are completed accurately, promptly and in line with the Care Act 2014 and council policy.

Key Responsibilities

• Produce financial assessments and reassessments for adult social care users through home visits, telephone assessments, and written correspondence
• Identify Disability Related Expenditure and support eligibility evaluations for Deferred Payment Agreements
• Provide welfare benefit advice to maximise the income of service users and the council
• Respond to service queries, resolve issues, and elevate safeguarding concerns where necessary
• Contribute to service improvements by identifying efficiencies and implementing agreed changes
• Support system upgrades, testing, and training for new staff and apprentices
• Manage a busy caseload, ensuring all case notes and financial data are processed accurately and to a high professional standard
• Work collaboratively with colleagues across social care, finance, and external partners

Person Specification

• Strong literacy and numeracy skills
• Ability to communicate clearly with vulnerable adults and carers
• Experience handling sensitive information and working within regulated environments
• Proven experience providing customer-focused services, including conflict resolution
• Understanding of financial information, data processing, and legislation
• Ability to work both independently and as part of a team
• A full UK driving licence
• Knowledge of the Care Act 2014 and welfare benefit legislation is desirable

If interested in this role please send your CV to Lee-Jaun at Coyle Personnel Ltd