Financial Assessment Team Leader

Essential Employment; Southampton; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency in Southampton seeks a Financial Assessment Team Leader to manage assessments for client social care contributions. The ideal candidate will display empathy and knowledge of financial processes while assisting clients directly. Responsibilities include advising on funding options and liaising with care teams. Interested candidates should email their CV with the reference number provided.

Qualifications

• Experience in social care financial assessments.
• Ability to provide expert financial advice.
• Familiarity with national and local compliance policies.

Responsibilities

• Assess capital, property, and income for client contributions.
• Liaise with clients and care teams for fair charging.
• Advise on funding options and welfare benefits.

Skills

Knowledge of financial assessment processes

Empathy and communication skills

Understanding of welfare benefits

Job description

Financial Assessment Team Leader needed in Southampton Paying £20.98 per hr ref 5273345

Full-time hours on a temporary basis

We are seeking a knowledgeable and empathetic Financial Assessment Team Leader to lead a team responsible for assessing client contributions toward social care services. You will work directly with clients and their representatives to determine financial liabilities, provide expert advice on funding options, and ensure compliance with national and local policies.

Key Responsibilities:

• Assess capital, property, and income to calculate care contributions.
• Liaise with clients, care teams, and providers to ensure fair and accurate charging.
• Advise on top-ups, deferred payments, and debt recovery.
• Support clients in accessing eligible welfare benefits.
• Escalate safeguarding concerns appropriately.
• Provide guidance to social work teams and senior managers on financial assessments and benefits.
• Signpost clients to independent financial advice where needed.

If you are interested in the role, please email your CV to [e-mail] quoting the reference number.

Essential Employment is acting as an Employment Business in relation to this vacancy. Essential Employment is an Equal Opportunities Employer.

All our roles may be subject to pre-employment checks including references, so please be prepared.