At a Glance
- Tasks: Assist residents with financial assessments for adult social care services and ensure compliance with regulations.
- Company: Richmond and Wandsworth Council, committed to inclusivity and diversity.
- Benefits: Competitive salary, 40 days annual leave, flexible working, and a generous pension plan.
- Other info: Join a dynamic team with opportunities for personal and professional growth.
- Why this job: Make a real difference in people's lives while developing your skills in a supportive environment.
- Qualifications: Excellent customer service, communication, and numerical skills; experience in financial assessment is a plus.
The predicted salary is between 30510 - 45564 £ per year.
About Us
An opportunity has arisen for a Financial Assessment Officer to join the Financial Assessment Team within the Adult Social Care and Public Health Department. Residents of Richmond & Wandsworth Borough Councils who are in receipt of Adult Social Care services are financially assessed to determine if they are liable to pay a financial contribution towards the cost of their care. The role of Financial Assessment Officer is to assist service users (or their personal representatives) by completing the financial assessment forms in accordance with council policies and the Care Act 2014 legislation, ensuring they understand the process. This role is 36 hours per week. Please note that there is an expectation to attend the office 2 days per week.
About the role
You will be responsible for the prompt and accurate calculation of client contributions for Council residents in receipt of adult social care services, ensuring financial regulations and statutory obligations are met. In addition to the calculation of contributions, you will be required to respond to general enquiries from service users and representatives about financial assessments, outstanding invoices and the charging policy by phone, letter and face to face meetings, ensuring that the Councils communication standards are adhered to. You will undertake financial assessments to determine if and how much a person needs to contribute towards the cost of their care and support. You will also administer applications for secured social care loans, known as deferred payment arrangements. You will demonstrate the ability to work independently, process financial information and support vulnerable adults with their care and support needs, throughout the Financial Assessment process.
Essential Qualifications, Skills and Experience
- have excellent customer service skills
- be a good communicator
- possess good numerical skills with attention to detail
- be able to work as part of a busy team but also independently
It is important that you can manage your own caseload of work and be able to work to targets and deadlines. It is desirable that the successful candidate has Adult Social Care Financial Assessment experience and knowledge of the Care Act 2014, though this is not essential. We would also welcome applications from candidates who have financial assessment experience in similar fields such as Housing Benefits.
Indicative Recruitment Timeline
- Closing Date: 2nd November 2025
- Shortlisting Date: W/C 3rd November 2025
- Interview Date: 17th November 2025
We may close this vacancy early once a sufficient number of applications has been received. Please submit your application as soon as possible to avoid disappointment.
Useful Information
Richmond & Wandsworth Better Service Partnership are committed to making our recruitment practices as inclusive as possible for everyone. We are committed to promoting equality and diversity and developing a culture that values differences, recognising that employees from a variety of backgrounds bring important and positive contributions to the Councils and can improve the way we deliver services. We are proud to be a Disability Confident employer. If you require any reasonable adjustments throughout the recruitment and selection process, please let us know. We are also committed to safeguarding and promoting the welfare of children and young people/vulnerable adults and expect all staff and volunteers to share this commitment. Some posts may be exempted under the Rehabilitation of Offenders Act 1974 and as such appointment to these posts will be conditional upon the receipt of a satisfactory response to a check of police records via Disclosure and Barring Service (DBS). We offer a wide range of benefits designed to attract, develop, and reward our employees such as 40 days annual leave (including Bank Holidays), flexible working and a generous pension plan.
Financial Assessment Officer employer: London Borough of Richmond Upon Thames
Richmond and Wandsworth Council is an excellent employer, offering a supportive work culture that prioritises inclusivity and employee well-being. With generous benefits such as 40 days of annual leave, flexible working arrangements, and a commitment to professional development, employees are empowered to thrive in their roles while making a meaningful impact on the community. The Financial Assessment Officer position provides a unique opportunity to contribute to the welfare of vulnerable adults in a dynamic and collaborative environment.
Contact Details:
London Borough of Richmond Upon Thames Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Assessment Officer
✨Tip Number 1
Network like a pro! Reach out to people in your field, especially those who work in adult social care or financial assessments. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for the interview by practising common questions related to financial assessments and customer service. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills during the interview! Bring examples of how you've handled financial assessments or customer queries in the past. This will help us see how you can contribute to our team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Richmond and Wandsworth Council.
We think you need these skills to ace Financial Assessment Officer
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Financial Assessment Officer role. Highlight your relevant experience, especially in financial assessments or customer service, and show how you align with our values at StudySmarter.
Showcase Your Skills:We want to see your excellent communication and numerical skills shine through. Use specific examples from your past experiences to demonstrate how you've successfully managed similar tasks or challenges.
Be Clear and Concise:When filling out your application, keep it straightforward. Avoid jargon and ensure your points are easy to understand. This will help us see your attention to detail and ability to communicate effectively.
Apply Early!:Don’t wait until the last minute to submit your application. We may close the vacancy early if we receive enough applications, so get yours in through our website as soon as possible to avoid disappointment!
How to prepare for a job interview at London Borough of Richmond Upon Thames
✨Know Your Stuff
Make sure you brush up on the Care Act 2014 and any relevant financial assessment processes. Understanding the legislation will not only help you answer questions confidently but also show that you're serious about the role.
✨Show Off Your Customer Service Skills
Since this role involves a lot of interaction with service users, be prepared to demonstrate your excellent customer service skills. Think of examples where you've successfully communicated complex information or resolved issues for clients.
✨Be Ready for Numerical Questions
As a Financial Assessment Officer, you'll need good numerical skills. Practice some basic calculations and be ready to explain how you would approach financial assessments. This will highlight your attention to detail and analytical abilities.
✨Demonstrate Independence and Teamwork
This role requires both independent work and teamwork. Prepare examples of how you've managed your own caseload while also collaborating with others. This will show that you can balance both aspects effectively.
