Location
London Borough of Richmond upon Thames

Hours
36 hours per week, Full Time. This role requires a minimum of three days per week working from the office.

Salary
£31,515 - £47,067 (SC5 – SO2)

About the Role
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 receive Adult Social Care services are financially assessed to determine if they are liable to pay a contribution towards the cost of their care.

The role involves assisting service users (or their personal representatives) with completing financial assessment forms in line with council policies and Care Act legislation, ensuring they understand the process.

You will be responsible for the prompt and accurate calculation of client contributions, ensuring financial regulations and statutory obligations are met. You will respond to enquiries from service users and representatives about financial assessments, outstanding invoices, and charging policies by phone, letter, and face-to-face meetings, adhering to the Councils' communication standards.

Additional duties include undertaking financial assessments to determine contribution amounts and administering applications for secured social care loans (deferred payment arrangements).

You will demonstrate the ability to work independently, process financial information, and support vulnerable adults throughout the Financial Assessment procedure.

Richmond & Wandsworth Better Service Partnership is committed to inclusive recruitment practices, promoting equality and diversity, and values the contributions of employees from diverse backgrounds. The Councils are Disability Confident employers and committed to safeguarding vulnerable adults and children. Some posts require a satisfactory DBS check.

Benefits include 40 days annual leave (including Bank Holidays), flexible working, and a generous pension plan.

Experience
It is desirable to have Adult Social Care Financial Assessment experience and knowledge of the Care Act 2014, though this is not essential. Applications from candidates with financial assessment experience in similar fields such as Housing Benefits are also welcomed.

About you
- Excellent customer service skills
- Good communication skills
- Strong numerical skills
- Ability to work both independently and as part of a busy team
- Able to manage own caseload and work to deadlines

Qualifications
No specific qualifications are required, but a positive attitude and willingness to learn are essential.