Civic Recruitment Limited
Financial Assessment & Inclusion Officer
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Financial Assessment & Inclusion Officer – 3 Month Contract
Location: Guildhall, Sutton
Rate: £24.63 per hour (Umbrella)
Contract: 3 Month Contract
Hours: Full Time
Pay: Bi-weekly
Summary
We are seeking a skilled Financial Assessment & Inclusion Officer to join our dynamic Adult Social Care Finance team on a 3-month contract. This pivotal role involves conducting both residential and non-residential financial assessments, optimising income for vulnerable residents, evaluating welfare benefit entitlements, and supporting charging arrangements for Adult Social Care services. The role requires collaboration with Adult Social Care, the DWP, care providers, and service users to ensure financial assessments are accurate and comply with legislation, council policies, and performance standards. Proficiency in ContrOCC and IAS (Liquidlogic) is essential, along with the ability to manage complex financial assessments independently.
Responsibilities
- Conduct residential and non-residential financial assessments.
- Utilize ContrOCC and IAS (Liquidlogic) systems for record maintenance.
- Evaluate welfare benefit entitlements and offer benefit advice.
- Assist service users in maximising income and accessing benefits.
- Collaborate with the DWP to confirm benefit entitlements.
- Perform reassessments and annual financial reviews.
- Conduct home visits to aid service users with financial assessments and benefit applications.
- Assist with Deferred Payment Agreements and related financial calculations.
- Process payments to care providers and service users.
- Manage debtor accounts, invoices, and financial records.
- Support income collection and recovery efforts.
- Maintain precise case notes and audit records.
- Work closely with Adult Social Care teams, care managers, welfare benefits teams, legal services, and external agencies.
- Participate in drop-in sessions, surgeries, and customer appointments.
- Uphold safeguarding responsibilities for vulnerable adults.
- Contribute to service improvements and performance reporting.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Essential Requirements
- Experience in completing Adult Social Care financial assessments.
- Proficiency in assessing welfare benefits and entitlements.
- Background in a customer-focused financial, welfare benefits, or income assessment environment.
- Familiarity with ContrOCC and IAS (Liquidlogic).
- Knowledge of:
- Adult Social Care charging regulations
- Welfare Benefits
- Universal Credit
- Income Maximisation
- Financial Assessments
- Experience working with vulnerable adults.
- Strong numeracy and analytical skills.
- Excellent communication and customer service skills.
- Ability to manage competing priorities and meet deadlines.
- Proficient report writing and record-keeping skills.
Desirable
- Experience in Local Authority Adult Social Care Finance.
- Understanding of Deferred Payment Agreements.
- Degree-level qualification.
- Membership in the National Association of Financial Assessment Officers (NAFAO).
- Experience in processing care provider payments.
- Background in Financial Inclusion or Welfare Benefits services.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Skills & Competencies
- Exceptional verbal and written communication skills.
- Ability to clearly explain complex financial information.
- Strong attention to detail and accuracy.
- Empathy and professionalism in handling sensitive situations.
- Strong organizational and time-management skills.
- Ability to work independently and collaboratively.
- Proficient ICT skills and experience with financial systems and spreadsheets.
- Understanding of safeguarding principles and responsibilities.
What's on Offer?
- Competitive rate of £24.63 per hour (Umbrella)
- 3 Month Contract
- Location: Guildhall, Sutton
- Bi-weekly Pay
- Opportunity to join a vibrant Adult Social Care Finance team
- Diverse role encompassing financial assessments, welfare benefits, income maximisation, and customer support
- Ideal for candidates with experience in Adult Social Care Finance, Welfare Benefits, Financial Assessments, or Income Collection
Applications are particularly encouraged from candidates with experience as a Financial Assessment Officer, Financial Assessment & Inclusion Officer, Welfare Benefits Officer, Income Assessment Officer, Adult Social Care Finance Officer, Financial Inclusion Officer, or Revenues & Benefits Officer.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location