At a Glance
- Tasks: Conduct financial assessments and guide individuals through the process with empathy.
- Company: Join a supportive team in Adult Care Services making a real difference.
- Benefits: Enjoy a competitive salary, generous leave, and career growth opportunities.
- Other info: Office-based role with potential for hybrid working after settling in.
- Why this job: Be a key player in helping others navigate their financial contributions to care.
- Qualifications: Customer service experience and strong communication skills are essential.
The predicted salary is between 31537 - 34434 £ per year.
The Adult Care Services Income and Financial Assessments Team plays a crucial role in ensuring that adults receiving social care services are assessed fairly and accurately for their ability to contribute financially towards the cost of their care. The team carries out financial assessments, maximises benefit entitlement, collects and reviews financial information, monitors income, and provides guidance and support to individuals. It works closely with social care practitioners and other departments, applying legislation such as the Care Act 2014.
The successful candidate will be a key, customer‑facing member of the Income and Financial Assessments Service, delivering excellent support as part of the Customer and Business Support team. Responsibilities include:
- Conduct financial assessments and maximise benefit entitlements for care recipients.
- Collect, review and analyse financial information provided by individuals.
- Handle high volume customer calls and written correspondence.
- Guide individuals through assessment processes and explain care charge calculations.
- Triage cases, allocate work and coordinate with other teams to resolve enquiries promptly.
- Maintain accurate records and ensure high attention to detail.
- Work collaboratively across multiple teams and support organisational objectives.
Qualifications & Experience
Essential:
- Experience in customer service or call handling environments.
- Strong customer service skills with a professional, empathetic approach to resolving enquiries.
- Excellent communication skills, able to explain financial assessment processes clearly.
- Experience managing queries related to appointments and processes, supporting individuals through service pathways.
- Ability to triage and prioritise work effectively, ensuring appropriate allocation of cases and tasks.
- Experience working in a fast‑paced environment with competing demands.
- Strong organisational skills, including coordinating appointments and managing workloads.
- Good numeracy skills and understanding of financial information.
- IT proficiency using databases, spreadsheets and case management systems.
- Collaborative work style across multiple teams.
- High level of attention to detail and accurate record keeping.
Desirable:
- Understanding of Adult Social Care processes, financial assessments or Care Act 2014 legislation.
Benefits
Generous pension scheme membership, annual leave entitlement, professional support and opportunities for career growth. The role is primarily office‑based with potential for hybrid working following an initial settling‑in period.
Legal & Diversity Information
- Disability Confident employer – guaranteed interview for candidates displaying a disability whose application meets the minimum criteria.
- Safeguarding – role requires Disclosure & Barring Service (DBS) checks.
- English Fluency – candidates must be able to converse at ease with members of the public and provide advice in accurate spoken English. For sign language users, an interpreter speaking English will be provided.
Financial Assessment & Income Officer in Farnham employer: Hertfordshire County Council
As a Financial Assessment & Income Officer in Stevenage, you will join a dedicated team within Adult Care Services that prioritises fairness and accuracy in financial assessments for social care. The company offers a supportive work culture with generous benefits, including a robust pension scheme and opportunities for professional growth, all while fostering collaboration across teams to ensure the best outcomes for individuals in need. With a commitment to diversity and inclusion, this role not only provides meaningful work but also the chance to make a real difference in the community.
Contact Details:
Hertfordshire County Council Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Assessment & Income Officer in Farnham
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend local events, or join online forums. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Practice your interview skills! Mock interviews with friends or family can help you feel more confident. Focus on articulating your experience in customer service and how it relates to the role of Financial Assessment & Income Officer.
✨Tip Number 3
Be proactive! If you see a job that interests you, don’t wait around. Apply through our website and follow up with a friendly email to express your enthusiasm. It shows initiative and can set you apart from other candidates.
✨Tip Number 4
Tailor your approach! Research the company and understand their values. When you get the chance to speak with them, highlight how your skills in financial assessments and customer service align with their mission in Adult Care Services.
We think you need these skills to ace Financial Assessment & Income Officer in Farnham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Financial Assessment & Income Officer role. Highlight your customer service experience and any relevant skills that match the job description. We want to see how you fit into our team!
Showcase Your Communication Skills:Since this role involves guiding individuals through financial assessments, it's crucial to demonstrate your excellent communication skills. Use clear and concise language in your application to show us you can explain complex processes simply.
Highlight Your Attention to Detail:This position requires a high level of accuracy in record-keeping and financial assessments. Make sure to mention any experiences where your attention to detail made a difference, whether in previous jobs or projects.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Hertfordshire County Council
✨Know Your Financial Stuff
Brush up on your understanding of financial assessments and the Care Act 2014. Being able to discuss these topics confidently will show that you’re not just familiar with the role but also genuinely interested in making a difference in people's lives.
✨Practice Your Customer Service Skills
Since this role involves handling a high volume of calls and written correspondence, practice responding to common customer queries. Role-playing with a friend can help you articulate your responses clearly and empathetically, which is key for this position.
✨Get Organised
Demonstrate your organisational skills by preparing a list of potential questions you might be asked, as well as questions you want to ask. This shows that you can manage your workload effectively and are proactive about understanding the role.
✨Show Your Team Spirit
This job requires collaboration across multiple teams, so be ready to share examples of how you've worked well with others in the past. Highlighting your ability to triage cases and coordinate with different departments will make you stand out as a team player.
