Financial Assessment Team Leader in Isleworth

Hounslow Central, United Kingdom | Posted on 16/10/2026

To provide operational leadership and oversight of the Financial Assessment Team, ensuring the delivery of a high-quality, legally compliant financial assessment service for Adult Social Care in line with the Care Act 2014.

Responsible for:

The role is responsible for maximising income, managing risk, ensuring performance delivery, and driving service improvement, while maintaining a strong focus on safeguarding and customer outcomes.

KEY ACCOUNTABILITIES

Corporate Responsibilities

1. Lead the Financial Assessment Team to meet corporate and statutory objectives.

2. Deliver a customer-focused, sensitive, and professional service to residents with care and support needs.

3. Embed safeguarding, equality, diversity, health & safety, and data protection across the team.

4. Deputise for the Customer Financial Services Manager as required.

5. Support strategic planning, service redesign, and transformation initiatives.

6. Develop and maintain policies, procedures, and guidance to support service delivery.

7. Foster effective cross-council and partnership working.

Operational & Functional Responsibilities

• Manage daily delivery of financial assessments for residential and non-residential care.
• Complete accurate, timely assessments in line with Care Act legislation and Council policy, optimising budgets and benefits.
• Oversee reassessments, appeals, complaints, and complex casework.
• Provide expert advice on DRE, property and deferred payments, CHC, Section 117, and Ordinary Residence.
• Assure quality of all financial assessments and decisions.
• Respond to complaints, Cllr/MP enquiries, and FOIs within agreed timescales; capture and implement lessons learned.
• Lead complex, high-risk cases, including safeguarding, financial abuse, and disputed assessments.

Partnership & Stakeholder Engagement

• Build strong relationships with Social Work teams, DWP, Finance and Income teams, Legal services, and external partners.
• Represent the service at Complex case meetings, multi-agency forums and Internal governance boards
• Provide expert advice to senior stakeholders and elected members.

Safeguarding

• Ensure compliance with safeguarding responsibilities for vulnerable adults and children.
• Act on and accelerate safeguarding concerns, including financial abuse.
• Promote a safeguarding culture across the team.

KEY PERFORMANCE INDICATORS

• Timely completion of financial assessments
• Accuracy and compliance rates
• Income collection and maximisation
• Customer satisfaction and complaint resolution
• Team performance and staff development

Requirements

The top 5 things about you that are most important:

1. Knowledge & Experience

Extensive experience in customer-facing means-tested assessment services, with strong knowledge of the Care Act 2014, local government and social care charging regulations, and DWP benefits, alongside proven ability to manage staff and handle complex financial casework.

2. Performance & Quality Management

Strong performance and quality management, with the ability to deliver KPIs on timeliness, accuracy, and income maximisation, monitor and report on team performance, analyse management information and forecasts, handle complaints effectively, and identify risks to drive continuous improvement.

Effective team leadership and management, including line management, coaching, and supervision of Financial Assessment Officers, with responsibility for performance management, recruitment, training, and risk oversight, alongside the ability to allocate workloads, manage resources, and foster a positive, high-performing team culture

4. Partnership & Stakeholder Engagement

Strong stakeholder engagement and partnership working, with the ability to build relationships across internal teams and external organisations, represent services in multi-agency and governance forums, and provide expert advice to senior stakeholders and elected members.

5. Skills & Abilities

Strong leadership and people management skills, with the ability to interpret complex financial information and legislation, communicate effectively with stakeholders, analyse and solve problems, manage competing priorities to meet deadlines, and utilise IT and data analysis tools to a high level.

Qualifications:

• Experience in means tested assessment service / finance environment
• Experience managing and supervising a team
• Strong knowledge of benefits and income assessments
• Ability to undertake home visits (if required)

We believe employee benefits should go beyond just a free drinkor fruit bowl. What’s more, we believe you should get to choose perksthat suit your lifestyle. That’s why we’ve partnered up with theglobal benefits and rewards provider Perkbox, to offer something forall of our people.

• Hundreds of global and local perks, available online 24/7
• Free monthly lifestyle perks; such as free coffees,breakfasts, cinema tickets, etc
• Shopping discounts from the biggest brands, all year round
• Save money on everything from the supermarket shop to summer holidays

Wellness Hub

• Easy to follow videos for everything from yoga exercises, tostrength training and HIIT workouts
• Mindfulness, meditation and sleep resources, available on allyour devices
• Guides to help with everything from anxiety to stopping smoking
• Confidential mental health helpline, 24/7 access to aqualified counsellor

Celebration Hub

Working with us means you're always part of Team BSS - celebrateand recognise fellow contractors, whether they're across the desk oracross the world

Company polls where everybody can vote for the winners

Culture Hub

• A single place to find company updates, photos, benefitsinformation and lots more!
• Stay in the loop with what’s happening by accessing Culturehub anywhere, at any time

Pre-Compliance Checks for Successful Applicants:

At BSS, we uphold the highest standards of screening and trustfor every role. Successful applicants will undergo a comprehensivepre-compliance process in line with the Baseline Personnel SecurityStandard (BPSS). This includes:

• Identity Verification: Confirmingthe authenticity of your identity documents.
  
• Employment HistoryChecks: Reviewing your occupation history for the past3-5 years (depending on client requirement).
  
• Right to WorkVerification: Ensuring you have the legalright to work in the UK.
  
• Unspent Conviction Check: Conducting a Basic DBSCheck to reveal any unspent convictions.
  

BSS is proud to be an equal opportunity employer. We do notdiscriminate in hiring or any employment decision based on race,color, religion, national origin, age, sex (including pregnancy,childbirth, or related medical conditions), marital status, ancestry,physical or mental disability, genetic information, veteran status,gender identity or expression, sexual orientation, or other applicablelegally protected characteristic. BSS considers qualified applicantswith criminal histories, consistent with applicable UK law. If youneed assistance or an accommodation made due to a disability, pleaselet your recruiter know.

• No member of the Armed Forces Community shouldface disadvantage in the provision of public and commercialservices compared to any other citizen
• In some circumstances special treatment may beappropriate especially for the injured or bereaved.

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