At a Glance
- Tasks: Conduct financial assessments and provide welfare benefits advice to support adults in need.
- Company: Portsmouth City Council, committed to equality and inclusion.
- Benefits: Hybrid working, ongoing training, and a supportive work environment.
- Other info: Opportunities for career progression and development in a dynamic team.
- Why this job: Make a meaningful impact on the financial wellbeing of adults in your community.
- Qualifications: Experience in customer-facing roles and knowledge of Adult Social Care services.
The predicted salary is between 30000 - 40000 £ per year.
This is an excellent opportunity for a motivated professional with experience of Adult Social Care services, charging framework and welfare benefits to develop a specialist career in a role that combines technical expertise, client engagement, and meaningful impact.
The role is key in supporting adults who have been assessed to contribute to the costs of their care and support services and advise them to ensure they maximise their financial wellbeing. Tailored to the client you will deliver high‑quality financial assessments and welfare benefits advice for Adult Social Care clients in line with the Care Act 2014 and local charging policies.
You will be visiting clients and their representatives in the comfort of their home or chosen location, applying your technical expertise to ensure accurate charging decisions. This will involve undertaking a comprehensive analysis of their financial circumstances, to determine contributions towards care costs in line with statutory guidance and local policy.
You will provide specialist welfare benefits advice, ensuring clients and carers receive their full statutory entitlements and support income maximisation. You will identify eligibility for benefits and support applications where appropriate whilst explaining complex financial decisions clearly, including assessed charges, deferred payment arrangements etc.
In return by joining us you will work in a supportive, collaborative environment with opportunities to influence service improvement, whilst making a meaningful difference to the financial wellbeing of adults. The role will enable you to develop specialist expertise in Adult Social Care services and welfare benefits and access ongoing training and development support to your career progression and enable you to develop a deeper technical expertise in the role over time.
Who is the person summary
With proven experience in working within a front‑line customer‑facing service, you will understand the chargeable services provided by Adult Social Care and the Care Act 2014 and how this underpins charging frameworks. With a good working knowledge of completing financial assessments in a similar environment, you will have the ability to identify entitlement to unclaimed benefits, means tested benefits, premiums and state pension providing whilst providing client support.
You will have strong analytical skills with the ability to interpret complex financial information and evidence. Excellent communication skills, you will have a customer‑focused, empathetic approach and be competent in the use of large financial systems and proficient in the use of Microsoft packages. The ability to drive would be an advantage, or be confident in the use of public transport to enable you to fulfil the duties of the post. You will be expected to travel around the city, visiting clients in their homes on a daily basis.
Additional Information
Please ensure you read the job profile for full details on the post. We offer hybrid working with the expectation to attend the office minimum 2 days a week (pro rata for part time); this remains flexible, depending on the role and subject to business needs. We are not able to offer sponsorship for this position. Interview process will take place w/c 27 July 2026. We require the Right to Work in the UK. No post will be offered without it. Disclosure and Barring Service (DBS) at Standard/Enhanced level will be required prior to any offer of employment and this post is exempt from the Rehabilitation of Offenders Act 1974.
Portsmouth City Council is a disability confident employer and meets the Armed Forces Covenant gold standard. Equality, diversity and inclusion are core values, and Portsmouth City Council is committed to safeguarding and promoting the welfare of adults at risk and expects all staff and volunteers to share this commitment. Every post is subject to PCC and Portsmouth Safeguarding Adults Board safer recruitment procedures.
Contact: recruit@portsmouthcc.gov.uk or call the recruitment team on 023 92 616 800.
Financial Assessment and Benefits Officer – Portsmouth employer: Recruit4Mum
Portsmouth City Council is an excellent employer that prioritises the financial wellbeing of adults while fostering a supportive and collaborative work environment. Employees benefit from ongoing training and development opportunities, allowing for career progression and the chance to make a meaningful impact in the community. With a commitment to equality, diversity, and inclusion, as well as flexible hybrid working arrangements, Portsmouth City Council stands out as a rewarding place to build a specialist career in Adult Social Care services.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Assessment and Benefits Officer – Portsmouth
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Recruit4Mum. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Assessment and Benefits Officer – Portsmouth
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruit4Mum.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruit4Mum's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruit4Mum
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruit4Mum.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruit4Mum will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruit4Mum employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
