Financial Assessment Officer
Posted 3 days ago by Richmond and Wandsworth Councils
£45,564 Per year
Undetermined
Hybrid
Wandsworth, England, United Kingdom
Summary: The Financial Assessment Officer role at Richmond and Wandsworth Council involves assisting residents in completing financial assessments to determine their contributions towards adult social care services. The position requires accurate calculations of client contributions, responding to inquiries, and administering deferred payment arrangements. The role is full-time with a hybrid working arrangement, requiring office attendance two days a week. Candidates should possess strong customer service skills and the ability to manage their own caseload effectively.
Key Responsibilities:
- Calculate client contributions for adult social care services accurately and promptly.
- Respond to inquiries from service users and representatives regarding financial assessments and charging policies.
- Undertake financial assessments to determine contribution amounts for care and support.
- Administer applications for secured social care loans (deferred payment arrangements).
- Work independently and manage a personal caseload while adhering to targets and deadlines.
Key Skills:
- Excellent customer service skills.
- Strong communication abilities.
- Good numerical skills with attention to detail.
- Ability to work both independently and as part of a team.
- Experience in Adult Social Care Financial Assessment or similar fields like Housing Benefits is desirable.
Salary (Rate): £45,564 yearly
City: Wandsworth
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
About Us
Financial Assessment Officer
Salary Range: £30,510 - £45,564 per annum
6 Months – Secondment
Richmond and Wandsworth Council
An opportunity has arisen for a Financial Assessment Officer to join the Financial Assessment Team within the Adult Social Care and Public Health Department. Residents of Richmond & Wandsworth Borough Councils who are in receipt of Adult Social Care services are financially assessed to determine if they are liable to pay a financial contribution towards the cost of their care.
The role of Financial Assessment Officer is to assist service users (or their personal representatives) by completing the financial assessment forms in accordance with council policies and the Care Act 2014 legislation, ensuring they understand the process. This role is 36 hours per week. Please note that there is an expectation to attend the office 2 days per week.
About The Role
You will be responsible for the prompt and accurate calculation of client contributions for Council residents in receipt of adult social care services, ensuring financial regulations and statutory obligations are met. In addition to the calculation of contributions, you will be required to respond to general enquiries from service users and representatives about financial assessments, outstanding invoices and the charging policy by phone, letter and face to face meetings, ensuring that the Councils communication standards are adhered to.
You will undertake financial assessments to determine if and how much a person needs to contribute towards the cost of their care and support. You will also administer applications for secured social care loans, known as deferred payment arrangements. You will demonstrate the ability to work independently, process financial information and support vulnerable adults with their care and support needs, throughout the Financial Assessment process.
You Will
Essential Qualifications, Skills and Experience
- have excellent customer service skills
- be a good communicator
- possess good numerical skills with attention to detail
- be able to work as part of a busy team but also independently
It is important that you can manage your own caseload of work and be able to work to targets and deadlines. It is desirable that the successful candidate has Adult Social Care Financial Assessment experience and knowledge of the Care Act 2014, thou this is not essential. We would also welcome applications from candidates who have financial assessment experience in similar fields such as Housing Benefits.
Indicative Recruitment Timeline
Closing Date: 10th May 2026
Shortlisting Date: W/C 11th May 2026
Interview Date: (TBC)
We may close this vacancy early once a sufficient number of applications has been received. Please submit your application as soon as possible to avoid disappointment.
Useful Information
Richmond & Wandsworth Better Service Partnership are committed to making our recruitment practices as inclusive as possible for everyone. We are committed to promoting equality and diversity and developing a culture that values differences, recognising that employees from a variety of backgrounds bring important and positive contributions to the Councils and can improve the way we deliver services. We are proud to be a Disability Confident employer. If you require any reasonable adjustments throughout the recruitment and selection process, please let us know.
We are also committed to safeguarding and promoting the welfare of children and young people/vulnerable adults and expects all staff and volunteers to share this commitment. Some posts may be exempted under the Rehabilitation of Offenders Act 1974 and as such appointment to these posts will be conditional upon the receipt of a satisfactory response to a check of police records via Disclosure and Barring Service (DBS).
We offer a wide range of benefits designed to attract, develop, and reward our employees such as 40 days annual leave (including Bank Holidays), flexible working and a generous pension plan.
Richmond and Wandsworth Councils
Attached documents
- Anonymised Application Guide for candidates.pdf
- Financial Assessment Officer- Job Profile.pdf