Financial Assessment Visiting Officer

Service Care; Hereford; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

£250 training allowance

Dedicated consultant

Daily payroll runs & free compliance

Referral and loyalty bonuses

Sign-up bonuses

Job summary

Service Care in Hereford is seeking four Financial Assessment Visiting Officers for a temporary 12-week, full-time contract (37 hours per week). You will conduct detailed financial assessments for adults needing social care support, covering residential, domiciliary, and community-based services, ensuring accuracy and compliance with the Care Act.

The role emphasizes empathy, strong numeracy, and clear communication to help clients understand financial responsibilities and access support.

Qualifications

• Excellent attention to detail and strong numerical skills.
• Ability to review income, savings, assets and expenditure accurately.
• Excellent communication and interpersonal skills.
• Empathy and professionalism when working with vulnerable adults and families.
• Capability to manage workload effectively and adhere to policies and legislation.
• Knowledge of social care financial assessments, the Care Act, or local authority policies (advantageous).

Responsibilities

• Conduct comprehensive financial assessments reviewing income, savings, assets and liabilities.
• Assess individuals’ financial contributions towards residential and non-residential care services.
• Ensure assessments are compliant with all relevant policies and legislation.
• Identify opportunities to maximize benefit entitlements and financial support for clients.
• Communicate assessment outcomes clearly and sensitively to clients and carers.
• Signpost individuals to independent financial advice and support services.
• Work compassionately with vulnerable adults and their families during challenging situations.

Skills

Attention to detail

Numerical skills

Communication skills

Empathy

Workload management

Care Act knowledge (advantageous)

Job description

Financial Assessment Visiting Officer - Temporary Contract (Hereford, HR4)

Are you a compassionate and detail-oriented professional with a passion for social care and financial assessments? Our client is seeking four Financial Assessment Visiting Officers to join its Adults and Wellbeing service on a temporary basis. If you thrive in a role that combines analytical skills with a genuine desire to help others, this could be the perfect opportunity for you.

Financial Assessment Visiting Officer – Role Overview

As a Financial Assessment Visiting Officer , you will be responsible for conducting detailed financial assessments for individuals receiving or requiring social care support, including residential, domiciliary, and community-based care. Your work will ensure that assessments are completed accurately, fairly, and in compliance with legislation such as the Care Act. You will play an essential part in helping individuals understand their financial responsibilities and access the support they need.

Responsibilities of the Financial Assessment Visiting Officer

• Conduct comprehensive financial assessments reviewing income, savings, assets, and liabilities
• Assess individuals’ financial contributions towards residential and non-residential care services
• Ensure assessments are compliant with all relevant policies and legislation
• Identify opportunities to maximize benefit entitlements and financial support for clients
• Communicate assessment outcomes clearly and sensitively
• Signpost individuals to independent financial advice and support services
• Work compassionately with vulnerable adults and their families during challenging situations

Candidate Profile & Skills

• Excellent attention to detail and strong numerical skills
• The ability to review income, savings, assets, and expenditure accurately
• Excellent communication and interpersonal skills
• Empathy and professionalism while working with vulnerable individuals and their families
• The capability to manage workload effectively and adhere to policies and legislative requirements
• Knowledge of social care financial assessments, the Care Act, or local authority policies (advantageous but not essential)

Benefits of the Financial Assessment Visiting Officer Role

• Four temporary positions within our client Adults and Wellbeing service
• 12-week full-time contract (37 hours per week)
• Competitive pay at £20.00 per hour PAYE or £26.04 per hour via Umbrella/Limited companies
• £250 training allowance to support your development
• Dedicated specialist consultant to assist throughout the contract
• Daily payroll runs, free candidate registrations, referral and loyalty bonus schemes, sign-up bonuses, and free compliance checks
• Opportunity to make a meaningful difference in adult social care