Financial Assessment Officer

Hampshire County Council; United States; Hybrid; USD 33,000 - 46,000; Full time

Benefits offered by this job

Flexible working (homeworking)

Local Government Pension Scheme

Health & wellbeing support (Health Ass

Job summary

Hampshire County Council is seeking a Financial Assessment Officer to conduct financial assessments for care costs across multiple channels. You will tailor communication to diverse clients, explain complex calculations with empathy, and support welfare-benefits claims.

The role promotes flexible working, including homeworking and council hubs, with a strong focus on wellbeing and service quality. Applicants should have first-class numeracy, detail orientation, and ability to work independently

Qualifications

• Experience handling complex financial information with accuracy and sensitivity.
• Strong numeracy and analytical skills for assessing client contributions.
• Excellent verbal and written communication, including explaining complex calculations clearly.
• Ability to work independently, manage caseloads, and use IT systems effectively.

Responsibilities

• Conduct financial assessments via telephone, online, or in-person visits.
• Explain contributions towards care costs with clarity and empathy.
• Identify and support clients with potential welfare benefits claims.
• Maintain professionalism and handle emotional responses with care.

Skills

Empathy

Numeracy

Communication skills

IT skills

Customer service

Tools

Telephone systems

Online portals

Case management software

Job description

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., 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. 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. 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.