Financial Assessor

Team: Financial Assessments Team
Job Family: Providing - CBG7
Salary: £28,598 - £31,022 per annum pro rata
Hours: 23 hours per week
Location: You will be expected to attend a CBC office location as often as needed to carry out your role, which will be no less than once per month.
Contract Type: Hybrid - Permanent 
Closing Date: 25th January 2026
Interview Date: TBC

About the role

We have an exciting opportunity to join our Financial Assessment Team.  This is a dynamic and interesting role that plays a key part in ensuring all adult social care customers are financially assessed and to ensure income is collected for the Council. You will be part of a dedicated team where flexibility and commitment go a long way. We will give you the chance to develop new skills to progress and support you to find your greatness. 

As a Financial Assessment Officer, you will be a key player in ensuring all adult social care customers are financially assessed and charged appropriately. As part of the Financial Assessment Team, you will: 

• Undertake financial assessments for customers receiving social care and advise customers of the contribution they are required to make towards their care. 

• Provide advice and support to customers and their representatives in all matters relating to the financial assessment process. 

• Gather financial information from customers via telephone/in-person appointments.

• Ensure all customers required to contribute towards social care services are invoiced appropriately and that debts are paid.

• Undertake annual reassessments for all customers receiving social care services.

• Administer the deferred payment scheme for eligible customers.

• Provide advice and guidance to colleagues in relation to the financial assessment process.

About You 

We are looking for an organised, proactive, customer focussed professional with: 

• Experience in financial administration or public sector finance.

• Knowledge of welfare benefits and the Care Act 2014.

• Strong attention to detail and excellent organisation skills.

• The ability to work independently and collaboratively with colleagues.

• Excellent communication skills and the ability to build strong relationships across teams.

• Confidence using Microsoft Office applications and capable of producing clear and concise correspondence to social care customers.

• A full UK driving licence and access to your own vehicle.