Financial Assessment Officer

Hillingdon Council; Uxbridge; On-site; GBP 25,000 - 35,000; Full time

Job summary

A local government authority in Uxbridge is seeking a Financial Assessment Officer to join the Adult Social Care team. This role involves ensuring prompt financial assessments comply with regulations, managing customer enquiries, and maintaining data integrity. Ideal candidates will have experience in finance or customer service and possess strong organisational and communication skills. This position offers a supportive team environment and various employee benefits.

Benefits

Flexible Working Hours

36 Hour Work Week

Generous Holiday Entitlement

Discounts at leisure centres

Salary Sacrifice Schemes

Cycle to Work Scheme

Local Government Pension Scheme

Access to Vivup Benefits

Mental Health Support Services

Travel Support

Qualifications

• Ability to manage multiple priorities effectively.
• Confidence in dealing with customer enquiries.
• Experience following processes accurately under pressure.

Responsibilities

• Produce financial assessments promptly and accurately.
• Handle customer enquiries through various channels.
• Maintain data integrity across systems.

Skills

Strong organisational skills

Excellent attention to detail

Good communication skills

Ability to follow processes

Proactive approach to learning

Education

Background in finance or customer service

Job description

About the role

We are looking for a Financial Assessment Officer to join our Adult Social Care team. This role is key in ensuring our residents receive prompt and accurate financial assessments while meeting statutory requirements and supporting the Council's vision of putting our residents first.

What you’ll be doing

• Producing client financial assessments and reassessments promptly and accurately, in line with financial regulations and statutory obligations.
• Following strict process maps to calculate assessments correctly, ensuring income is maximised.
• Handling customer enquiries via phone, email, letter, or face-to-face meetings.
• Maintaining data integrity across systems and complying with data protection requirements.
• Managing your own workload, meeting tight and sometimes conflicting deadlines.
• Carrying out opening and closing business processes in line with procedures to ensure all daily and periodic tasks are completed to standard.
• Ensuring excellent customer service by working to the Council’s Customer Care Standards.
• Inputting accurate data to support timely production of financial assessments and bills.
• Building knowledge of relevant legislation, such as the Care Act 2014, to handle queries confidently.
• Managing a high volume of incoming calls while progressing individual casework.
• Building strong working relationships with colleagues across internal and external teams.
• Taking responsibility for your own professional development, supported by the Senior Financial Assessment Officer.

What we’re looking for

• Strong organisational skills with the ability to manage multiple priorities.
• Excellent attention to detail and a methodical approach.
• Good communication skills and confidence in dealing with customer enquiries.
• Ability to follow processes and work accurately under pressure.
• A proactive approach to learning and development.

This is a great opportunity for someone with a background in finance, customer service, or local government who wants to develop their skills in a supportive team environment.

About us

We value our employees and are committed to ensuring that they enjoy a fulfilling and rewarding career with us. We understand that a happy and motivated workforce is essential for the success of our organisation. That is why we offer a wide range of employee benefits to enhance your work-life balance, financial wellbeing, health, and professional development.

Benefits

• Flexible Working Hours – We recognise the importance of flexibility in managing your work and personal life.
• 36 Hour Week – Enjoy a standard 36-hour workweek for all full time staff.
• Generous Holiday Entitlement – increasing with length of service (for non-casual roles).
• Hillingdon Sports & Leisure – Stay active and healthy with discounts at council owned leisure centres and swimming pools across the borough.
• Salary Sacrifice Schemes – option to join schemes for cycle purchase, electric vehicle leasing and additional voluntary pension contributions (subject to scheme rules).
• Cycle to Work – Eco-friendly commuting with our cycle purchase scheme. We also provide bicycle parking, lockers, and showers at the Civic Centre.
• Local Government Pension Scheme – access to Local Government Pension Scheme and membership to the Credit Union.
• Vivup Benefits – Access a variety of offers and discounts through our Vivup Benefits.
• Mental Health Support and Counselling Services – Our mental health first aiders are trained to identify, understand, and help employees experiencing mental health issues. Access free 24-hour confidential advice and counselling as well as a legal advice service for you and your immediate family.
• Travel Support – Make your daily commute easier with our season ticket loans and free car parking.

Equity, Diversity and Inclusion Statement

At the London Borough of Hillingdon, we are committed to creating a diverse, inclusive, and equitable workplace. This commitment means that all employees, job applicants and others who work for us will be treated fairly. The aim is for our workforce to be representative of all sections of society and Hillingdon residents so we welcome applicants from a wide variety of backgrounds. We strive to ensure that our recruitment process is free from discrimination and bias, and we are dedicated to providing reasonable adjustments to applicants with disabilities. Join us in building a workplace where everyone feels respected, able to give their best and be themselves at work, whilst contributing meaningfully to our organisation's success.

Recruitment Information

Hillingdon Council operates a guaranteed interview scheme for candidates with disabilities that meet the essential criteria for the role and wish to be considered under this scheme. We believe in the option to choose, so candidates declaring a disability have the choice to opt in for consideration under this scheme, on a ‘per application’ basis. We are committed to safeguarding and promoting the welfare of children, young people and vulnerable groups and expect all staff and volunteers to share this commitment.

Some posts are subject to The Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 (Amendment) (England and Wales) Order 2019 and it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service. In addition to verifying Right to Work in the UK and a new starter health questionnaire, the post is subject to the following pre-employment screening:

• Standard DBS Check
• Qualifications Check
• 3 years of Referencing

Please note: Priority will be given to those at risk of redundancy within Hillingdon Council. Current employees who are part of the redeployment pool must meet the essential criteria for shortlisting to be prioritised. It may be necessary due to a high volume of applications to close this role early. We therefore recommend you apply as soon as possible to avoid disappointment.