Financial Assessment Officer

Hampshire County Council; Winchester; Hybride; GBP 29 000 - 32 000; Plein temps

Avantages offerts par ce poste

Employee Assistance Programme

Generous annual leave

Local Government Pension Scheme

Résumé du poste

Hampshire County Council is recruiting an Assessment Officer to join its Financial Assessments and Benefits team. You will conduct financial assessments by phone, online, and in person, determine client contributions to care costs, and assist with welfare benefits claims.

The role involves travel across Hampshire with hybrid working options. The position requires excellent communication, empathy, professionalism, and strong numeracy with experience handling complex financial information.

Qualifications

• Excellent verbal and written communication skills.
• Strong empathy and ability to handle emotional responses with care.
• First-class numeracy skills and attention to detail.
• Confidence in working independently and using IT skills to improve efficiency.
• Experience handling complex financial information and awareness of personal finance products.

Responsabilités

• Conduct financial assessments via telephone, online, or in-person visits and tailor communication to clients.
• Accurately calculate clients' contributions towards the cost of care services and explain calculations clearly.
• Identify and support clients with potential welfare benefits claims.
• Remain calm and professional when faced with emotional responses during conversations.
• Travel across Hampshire and work across hybrid sites including homeworking and hubs.

Connaissances

Verbal communication

Written communication

Empathy

Numeracy

Independent work

IT skills

Financial information

Diplomacy

Description du poste

Assessment Officer

Job Details

Job Reference: HCC625169

Salary Range: £28,697 - £31,573 per annum

Work Location: Basingstoke, Winchester, Totton or Havant (Hybrid Working)

Hours per week: 37

Contract Type: Permanent

Closing Date: 20 October 2026
Interviews are scheduled to be held during the week of 2 November 2026

The Role

Our supportive and inclusive Financial Assessments and Benefits team is committed to providing excellent support and customer service to our clients. Join our team as a Financial Assessment Officer and develop your career in a varied and rewarding financial work environment, while making a real difference to the lives of Hampshire residents.

What you’ll do

• Conduct financial assessments via telephone, online, or in-person visits, tailoring your communication style to meet the diverse needs of clients.
• Accurately calculate clients' contributions towards the cost of care services provided by Hampshire County Council and explain complex calculations with compassion, care, and diplomacy.
• Identify and support clients with potential welfare benefits claims.
• Remain calm and professional when faced with emotional responses during challenging conversations.
• Work flexibly across a wide geographical area, making best use of homeworking and council hubs.

What we’re looking for

• Excellent verbal and written communication skills.
• Strong empathy and the ability to handle emotional responses with care.
• Professionalism and diplomacy in all client interactions.
• First-class numeracy skills and attention to detail.
• Confidence in working independently and using IT skills to enhance your work efficiency.
• Previous experience of accurately dealing with complex financial information and awareness of personal finance products.

Take a look at our Candidate Pack for more information about the Financial Assessment Officer role, team and our values. The section ‘About you’ explains what specific knowledge, skills and experience we want you to tell us about.

Why join us

• Supportive development opportunities to enhance your skills and knowledge, enabling you to support clients with any welfare benefits they may be entitled to claim.
• We offer a positive, safe, and supportive working environment.
• The chance to make a meaningful impact on clients' lives.
• Flexible working arrangements, including homeworking and council hubs.
• Access to Health Assured's comprehensive Employee Assistance Programme to support your physical and mental wellbeing,including 24/7 telephone support, a suite of online resources, and legal and financial advice.
• A competitive benefits package that includes generous annual leave entitlement, occupational sick pay, and access to the Local Government Pension Scheme. Find more information here.

Applicants can expect to hear from us within two weeks of the advertised closing date

Please note: We are unable to offer sponsorship for this role and therefore it is essential that you already have the right to work in the UK before applying

Other roles you may have experience of may include: Assessment Officer, Benefits Assessment Officer, Benefits Assessments Coordinator, Financial Support Advisor, Financial Eligibility Specialist, Welfare Benefits Analyst, Financial Assessment Advisor, Financial Assistance Officer, Financial Assessment Advisor

Travel Requirements

You will be required to travel to various locations within Hampshire, and it is essential that you have a current drivers’ licence and access to a reliable vehicle on a regular basis.

Values Based Recruitment

You will be required to travel to various locations within Hampshire, and it is essential that you have a current drivers’ licence and access to a reliable vehicle on a regular basis.

Additional Information

Financial Assessment Officer Candidate Pack

Vetting Requirements

This post is subject to a Criminal Records Check.

Contact Details for an Informal Discussion

For general enquiries, please contact [e-mail] For an informal chat about the role, please contact Jonathan Loynes, Deputy Team Manager on [e-mail] or Sharon Patient, Senior Assessment Officer on [e-mail]

Hampshire County Council is committed to safeguarding and promoting the welfare of children, young people and adults. We expect all employees, workers and volunteers to share this commitment. We will ensure that all our recruitment and selection practices reflect this commitment.

In order to combat discrimination, no unnecessary conditions or requirements will be applied which could have a disproportionately adverse effect on any one group. All sections of the population will have equal access to jobs. No applicant or employee will receive less favourable treatment because of age, disability, gender reassignment, race, religion or belief, sex, sexual orientation, marriage or civil partnership and pregnancy or maternity, unless a Genuine Occupational Requirement (GOR) applies.

We are a Disability Confident Employer - committed to ensuring that our recruitment and selection process is inclusive and accessible.