Visiting Finance Assessment Officer

London Borough of Bexley; Bexleyheath; On-site; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Competitive salary

Pension scheme

Generous annual leave

Coaching and mentoring programmes

Job summary

The London Borough of Bexley is seeking a proactive Visiting Finance Assessment Officer to support residents with financial assessments for Adult Social Care services. The role involves home visits, advice on care charges and benefits, and helping residents maximise income while preventing debt.

You will collaborate with residents, families, social care professionals, and finance teams to ensure accurate assessments and appropriate financial support.

Qualifications

• Experience in finance, welfare benefits, debt prevention, or Adult Social Care.
• Strong communication and interpersonal skills.
• Good analytical and organisational abilities.
• Experience handling sensitive financial information.
• Confidence working with residents, families and partner agencies.
• Good IT skills including Microsoft Office.

Responsibilities

• Conduct home visits and assess residents for financial charges and benefits.
• Advise on care charges, benefits and income maximisation.
• Support residents to prevent debt through early intervention.
• Collaborate with residents, families, social care professionals and finance teams to ensure accurate assessments.

Skills

Communication

Interpersonal skills

Analytical skills

Organisational skills

Problem solving

IT skills

Tools

Microsoft Office

Job description

About The Role

Visiting Finance Assessment Officer

Adult Social Care Brokerage & Commissioning Team

1 Year Fixed-Term Contract
Potential for extension

About the Role

We are looking for a proactive and organised Visiting Finance Assessment Officer to support residents with financial assessments for Adult Social Care services. The role involves undertaking home visits, providing advice on care charges and benefits, supporting income maximisation, and helping to prevent debt through early intervention.

You will work closely with residents, families, social care professionals, and finance teams to ensure assessments are completed accurately and residents receive appropriate financial support.

Please note: The successful candidate will be required to be office-based at least 4 days per week, with regular travel across the borough.

Candidate Profile

• Experience working in finance, welfare benefits, debt prevention, or Adult Social Care.
• Strong communication and interpersonal skills.
• Good analytical, organisational, and problem-solving abilities.
• Experience managing sensitive financial information.
• Confidence working with residents, families, and partner agencies.
• Good IT skills, including Microsoft Office applications.

For the full list of essential and desirable criteria, please refer to the Person Specification within the Job Description.

Appointment to this post will be subject to a satisfactory Enhanced DBS check.

About Us

Bexley is a vibrant and diverse outer London Borough nestled in the Thames Gateway between London and Kent which means it combines the perfect blend of city vibe and the tranquillity of Kent. It's got award-winning parks, open spaces, and heritage sites. The borough has excellent transport connections, including the Elizabeth Line and proximity to the M25. Bexley offers fantastic amenities such as libraries, leisure centres, and shopping areas. Our borough is also home to numerous primary and secondary schools, as well as further education institutions.

Our Offer to you

We will offer you in return a package that includes a competitive salary, coaching and mentoring programmes, an excellent pension scheme and generous annual leave plus bank holidays. For more information on the benefits package on offer please refer to the Candidate Information document attached.

Recruitment Information

As a disability confident employer Bexley welcomes applications from people with all disabilities, including hidden disabilities and mental health conditions. We will interview any disabled applicant who meets the minimum criteria. If you require reasonable adjustments to be made to any part of the recruitment process due to your disability, please contact us on [e-mail].

This authority is committed to safeguarding and promoting the welfare of children and young people and vulnerable adults and expects all staff and volunteers to share this commitment.

We reserve the right to close adverts earlier than the closing date.