Financial Assessment Caseworker

Calderdale Council; Virginia; Hybrid; USD 39,000 - 42,000; Full time

Benefits offered by this job

Disability Confident employer

Job summary

Calderdale Council is seeking a Care Charging Caseworker to join the Financial Assessment and Charging Team within Integrated Commissioning and Partnerships in Halifax. You will assess financial means, identify welfare benefits, and provide information on how to claim them, delivering a high-quality, customer-focused service.

You will work with customers or representatives to obtain financial information, input data into council systems, and resolve charge queries, including complex cases,

Qualifications

• Knowledge of Care and Support Regulations and deferred payment rules.
• Excellent communication skills and customer-focused.
• Able to use telephone, arrange meetings, and communicate by email.
• Experience using computerised systems to enter financial data.
• Ability to interpret rules and carry out financial assessments.

Responsibilities

• Obtain and analyse financial information to calculate charges for care and support.
• Input financial data into council computerised systems.
• Identify welfare benefits eligible for claim and follow up actions.
• Support customers, representatives and practitioners to resolve care charge queries.
• Handle complex cases such as backdated charges and deferred payments; report safeguarding concerns if needed.

Skills

Excellent communication

Computerised systems

Financial assessment

Organising workload

Work with minimal supervision

Job description

Please note: Internal, at risk or redeployee applicants will be seen in the first instance.

Calderdale Council has an exciting opportunity for a motivated and enthusiastic person to take up the role of a Care Charging Caseworker within our Financial Assessment and Charging Team which is part of our System and Finance service within Integrated Commissioning and Partnerships. The team supports the Adults and Children’s Social Care directorates and is responsible for undertaking accurate means tested financial assessments, identifing potential entitlement to welfare benefits and providing information to people who receive care and support services on how these can be claimed.

We are seeking to recruit a professional, approachable, and customer-focused caseworker with experience in finance to support the team. The successful candidate will be responsible for delivering and maintaining a high-quality, customer-focused service.

What will you be doing?

• Working with customers or their appointed representatives to obtain and analyse financial information to calculate how much they need to pay towards the cost of care and support.
• Inputting financial information using the Council’s computerised systems to process community and residential care charges.
• Identifying welfare benefits that may be available to claim and take follow up action.
• Supporting customers, their representatives and social care practitioners to resolve care charge queries.
• Dealing with and making decisions on complex cases, such as backdated charges,deprivation of assets, disability related expenditure, and deferred payments. This may includereporting potential safeguarding concerns in respect of financial abuse.

What knowledge, skills, and experience do you need?

• Demonstrate a knowledge of the Care and Support (Charging and Assessment of Resources) Regulations, the Care and Support (Deferred Payment) Regulations and the care and support statutory guidance.
• Excellent communication skills
• Ability to to use the telephone, arrange meetings for your workload, communicate via emails and letters.
• Proven ability to use computerised systems to enter information and accurately input data.
• Able to interpret and apply rules, some of which may be complex, to carry out a financial assessment
• Able to work with minimal supervision, organising and prioritising your workload

Why should you work for us?

• There’s a supportive feel to our team; we have approachable and supportive managers who have an open door and are willing to listen.
• We are proud to offer an environment that is rewarding, working as part of a team who are passionate about the work they do to improve the lives of people in Calderdale.
• You would be one of around 3000 people working for Calderdale with wide-ranging skills and expertise. These are colleagues you can collaborate with, teach, learn from and have fun working with.
• We provide a generous annual leave entitlement which increases by 5 days after 5 years' service with the organisation and also offer flexible working hours.
• Hybrid/Homeworking is a key feature of this role, attending other work places as required. Our excellent technology and equipment will enable you to connect and collaborate from anywhere.
• We are committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expect all staff to share this commitment. Applicants to posts that are exempt from the Rehabilitation of Offenders Act will require an Enhanced DBS from the Disclosure and Barring Service before the appointment is confirmed.

Company: Calderdale Council

Salary: £29,542 to £32,046 a year

Hours: Full-time

Location: Halifax

Working pattern: Hybrid - 2 days remote

Job type: Permanent

Posting date: 11 Nov 2026

Closing date: 29 Nov 2026

Proud member of the Disability Confident employer scheme