Financial Assessment and Benefits Officer
Financial Assessment and Benefits Officer

Financial Assessment and Benefits Officer

England Full-Time 36000 - 60000 £ / year (est.) Home office possible
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At a Glance

  • Tasks: Conduct financial assessments and provide welfare benefits advice to residents.
  • Company: Join Reading Borough Council, a supportive team dedicated to social care.
  • Benefits: Enjoy remote work flexibility and a potential contract extension until December 2025.
  • Why this job: Make a real impact in people's lives while working collaboratively with various teams.
  • Qualifications: Experience in social care financial assessments and strong communication skills required.
  • Other info: This role is fully remote, allowing you to work from anywhere.

The predicted salary is between 36000 - 60000 £ per year.

Financial Assessment & Benefits Officer

Location: Home-based, fully remote (Reading Borough Council IT equipment collected on day one)
Contract: Until December 2025, with potential to extend

About the Role

Reading Borough Council is seeking an experienced Financial Assessment & Benefits Officer to join the Client Finances team.

Key responsibilities include:

  • Carrying out financial assessments for residents receiving chargeable social care services
  • Providing accurate welfare benefits advice
  • Maintaining records for billing, compliance, and audit purposes
  • Explaining complex charging policies clearly and supportively to residents and families
  • Working collaboratively with Social Care, Accounts Receivable, Legal, and external agencies such as the DWP

Candidate Requirements

  • Proven experience in social care financial assessments and welfare benefits
  • Strong knowledge of care charging policies, welfare entitlements, and assessment procedures
  • Ability to manage a caseload independently and meet deadlines
  • Excellent communication skills with a customer-focused approach
  • Experience using Mosaic (social care case management system)
  • Strong IT and organisational skills

Recruitment is done in line with safe recruitment practices. 4Recruitment Services is an equal opportunities employer.
To discuss this vacancy in further detail or any other vacancies, please contact our Team on (phone number removed) or email (url removed)

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Financial Assessment and Benefits Officer employer: 4Recruitment Services

Reading Borough Council offers a supportive and inclusive work environment for the Financial Assessment and Benefits Officer role, with the flexibility of fully remote working. Employees benefit from a strong emphasis on professional development, collaborative teamwork, and the opportunity to make a meaningful impact in the community through social care services. With a commitment to equal opportunities and a focus on employee well-being, this position is ideal for those seeking a rewarding career in public service.
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Contact Detail:

4Recruitment Services Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Assessment and Benefits Officer

✨Tip Number 1

Familiarise yourself with the specific financial assessment processes used by Reading Borough Council. Understanding their approach will help you demonstrate your knowledge during any discussions or interviews.

✨Tip Number 2

Network with professionals in the social care sector, especially those who have experience with welfare benefits and financial assessments. This can provide you with insights and potentially valuable connections that could support your application.

✨Tip Number 3

Brush up on your knowledge of the Mosaic system, as familiarity with this software is a key requirement. Consider online tutorials or forums to enhance your skills and show your commitment to mastering the tools needed for the role.

✨Tip Number 4

Prepare to discuss real-life scenarios where you've successfully managed a caseload or provided complex welfare advice. Being able to share specific examples will highlight your experience and suitability for the role.

We think you need these skills to ace Financial Assessment and Benefits Officer

Financial Assessment Expertise
Welfare Benefits Knowledge
Care Charging Policies Understanding
Case Management Skills
Excellent Communication Skills
Customer-Focused Approach
Record Keeping and Compliance
Collaboration with Social Care Teams
Experience with Mosaic Software
Strong IT Skills
Organisational Skills
Ability to Meet Deadlines
Problem-Solving Skills
Empathy and Supportive Communication

Some tips for your application 🫡

Understand the Role: Read the job description thoroughly to grasp the key responsibilities and candidate requirements. Tailor your application to highlight your relevant experience in financial assessments and welfare benefits.

Highlight Relevant Experience: In your CV and cover letter, emphasise your proven experience in social care financial assessments and your knowledge of care charging policies. Use specific examples to demonstrate your skills and achievements.

Showcase Communication Skills: Since excellent communication is crucial for this role, provide examples of how you've effectively communicated complex information to clients or colleagues in the past. This could be in your cover letter or during an interview.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A well-presented application reflects your attention to detail and professionalism.

How to prepare for a job interview at 4Recruitment Services

✨Know Your Financial Assessment Basics

Brush up on your knowledge of financial assessments and welfare benefits. Be prepared to discuss specific policies and procedures, as well as any relevant experience you have in social care financial assessments.

✨Demonstrate Your Communication Skills

Since the role requires excellent communication skills, practice explaining complex concepts in simple terms. You might be asked to role-play a scenario where you need to explain charging policies to a resident.

✨Showcase Your IT Proficiency

Familiarise yourself with the Mosaic system or similar case management software. Be ready to discuss how you've used technology to manage caseloads and maintain records effectively.

✨Prepare for Collaborative Questions

Expect questions about teamwork and collaboration, especially with Social Care and external agencies like the DWP. Think of examples from your past experiences where you successfully worked with others to achieve a common goal.

Financial Assessment and Benefits Officer
4Recruitment Services
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4
  • Financial Assessment and Benefits Officer

    England
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-09-05

  • 4

    4Recruitment Services

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