At a Glance
- Tasks: Conduct financial assessments and support vulnerable residents in maximising their income.
- Company: Join a vibrant Adult Social Care Finance team in Sutton.
- Benefits: Earn £24.63 per hour with bi-weekly pay on a 3-month contract.
- Other info: Ideal for those passionate about financial inclusion and supporting vulnerable adults.
- Why this job: Make a real difference in people's lives while developing your financial skills.
- Qualifications: Experience in financial assessments and strong communication skills required.
The predicted salary is between 24.63 - 24.63 £ per hour.
- Financial Assessment & Inclusion Officer â
- 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
Contr OCC and IAS (Liquidlogic) is essential, along with the ability to manage complex financial assessments independently.
Responsibilities
- Conduct residential and non-residential financial assessments.
- Utilize
- Contr OCC 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.
Essential
Requirements
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
Contr OCC 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.
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.
Financial Assessment & Inclusion Officer in Sutton employer: Civic Recruitment Limited
Civic Recruitment Limited is an excellent employer, offering a dynamic work environment where strategic leadership in the Special Educational Needs service can truly make a difference in children's lives. With a strong focus on collaboration and professional development, employees are encouraged to grow their skills while contributing to meaningful outcomes in the Bromley community. The supportive culture and commitment to high-quality services make this an attractive opportunity for those looking to lead impactful change.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Assessment & Inclusion Officer in Sutton
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Civic Recruitment Limited. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Civic Recruitment Limited.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Civic Recruitment Limited. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Financial Assessment & Inclusion Officer in Sutton
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Civic Recruitment Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Civic Recruitment Limited how you can be a team player!
How to prepare for a job interview at Civic Recruitment Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Civic Recruitment Limited.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Civic Recruitment Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
