Financial Assessment Officer

Financial Assessment Officer

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.

Essential Qualifications, Skills and Experience

You will:

• 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:  2nd November 2025

Shortlisting Date:  W/C 3rd November 2025

Interview Date: 17th November 2025

Apply now