At a Glance
- Tasks: Assist residents with financial assessments for adult social care services.
- Company: Join the Royal Borough of Windsor and Maidenhead, a vibrant and innovative council.
- Benefits: Enjoy 32 days annual leave, flexible working, and a generous pension scheme.
- Other info: Inclusive workplace that values diversity and offers excellent career growth opportunities.
- Why this job: Make a real difference in your community while developing valuable skills.
- Qualifications: Strong customer service, communication, and numerical skills are essential.
The predicted salary is between 30193 - 34104 £ per year.
Basis: full time
Location: Maidenhead
Date posted: 02/06/2026
Job reference: REQ02598
Salary: £30,193 - £34,104 per annum
Contractual hours: 37
Package: Generous annual leave allowance and an attractive pension scheme, plus flexible working and much more
Job category/type: Revenues and Benefits
We have an exciting opportunity for a Financial Assessment Officer to join us! This is a full-time, permanent role with hybrid working.
About us: The Royal Borough of Windsor and Maidenhead (RBWM) is set in the wider county of Berkshire, one of the most economically productive and innovative areas of the country. The borough council – a unitary authority - takes pride in its exceptional team of dedicated professionals who are passionate about providing quality services to the community.
The role: Residents of the Royal Borough of Windsor and Maidenhead 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. You will be responsible for the prompt and accurate calculation of client contributions for residents in receipt of adult social care services. 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.
What we are looking for:
- Excellent customer service skills
- Good communicator
- Good numerical skills with attention to detail
- Ability to work as part of a busy team but also independently
- Ability to manage own caseload of work and 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, although this is not essential. We would also welcome applications from candidates who have financial assessment experience in similar fields such as Housing Benefits.
What we offer:
- 32 days annual leave
- Flexible working including a hybrid working pattern for a better work-life balance. Please note that working from home will only be authorised following a successful period of training and regular office attendance will be required, on a rota basis, unless a home working contract is offered.
- Generous Local Government Pension scheme includes life cover (3 times of annual salary) and an Additional Voluntary Contribution (AVC) scheme to enhance your pension provision.
- Free employee parking close to the offices.
- Give As You Earn scheme.
- Instant Reward Scheme to recognise and reward innovative achievement.
- Employee Assistance Programme providing counselling, advice and information.
- Access to discounts and deals with hundreds of retailers, including discounted gym memberships and travel deals.
RBWM values a collaborative and inclusive work environment, fostering creativity and innovation in all aspects of its operations. As an equal opportunities employer, we encourage applications from all as we believe diverse talent makes us stronger. If you have a disability, are a current or former member of the armed forces or have been part of any formal care system up to the age of 25, you will be guaranteed an interview, should you meet the minimum requirements for the role. We reserve the right to close the advert prior to the stated end date.
Financial Assessment Officer in Maidenhead employer: Optalis
The Royal Borough of Windsor and Maidenhead (RBWM) is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee well-being and professional growth. With generous annual leave, a robust pension scheme, and flexible working arrangements, RBWM fosters a collaborative environment where dedicated professionals can thrive while making a meaningful impact in the community. Located in the vibrant and culturally rich area of Maidenhead, employees benefit from proximity to major attractions and a dynamic business landscape, enhancing both their personal and professional lives.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Assessment Officer in Maidenhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector or local community. You never know who might have a lead on a Financial Assessment Officer role or can give you insider tips about the application process.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial assessments and customer service. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or case studies that highlight your attention to detail and customer service abilities. This will help you stand out as a candidate who truly understands the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our organisation.
We think you need these skills to ace Financial Assessment Officer in Maidenhead
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, to show us you’re the right fit!
Show Off 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 writing your application, keep it clear and to the point. We appreciate straightforward language that gets your message across without unnecessary fluff. Remember, clarity is key!
Apply Through Our Website:Don’t forget to submit your application through our official website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity with RBWM.
How to prepare for a job interview at Optalis
✨Know Your Numbers
As a Financial Assessment Officer, you'll need to demonstrate strong numerical skills. Brush up on your financial calculations and be prepared to discuss how you would approach assessing contributions for care services. Practising some sample calculations can really help you feel confident.
✨Understand the Care Act 2014
Familiarise yourself with the Care Act 2014 and its implications for financial assessments. Being able to reference specific sections during your interview will show that you’re knowledgeable and serious about the role. It’s also a great way to highlight your commitment to supporting vulnerable adults.
✨Showcase Your Customer Service Skills
This role requires excellent customer service skills, so think of examples from your past experiences where you've successfully handled inquiries or resolved issues. Be ready to explain how you would ensure service users understand the financial assessment process and feel supported throughout.
✨Demonstrate Independence and Teamwork
You’ll need to balance working independently with being part of a busy team. Prepare to discuss how you manage your own caseload while also collaborating with colleagues. Sharing specific examples of how you’ve done this in previous roles will make a strong impression.
