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 people's lives while developing your skills in a supportive environment.
- Qualifications: Strong customer service, communication, and numerical skills; experience in financial assessment is a plus.
The predicted salary is between 30193 - 34104 £ per year.
We have an exciting opportunity for a Financial Assessment Officer to join us! We have a full-time, permanent role with hybrid working, and a salary of £30,193 - £34,104 per annum.
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. RBWM is a unique borough, with huge opportunity given its proximity to London and expanding business sectors, as well as being a major cultural and tourism area which includes international attractions such as Windsor Castle, Legoland and Ascot Racecourse.
This is an excellent opportunity for an enthusiastic Financial Assessment Officer to join our Revenues and Benefits team.
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.
You Will
- 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
- 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, 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.
If you wish to discuss this position informally, please contact louise.freeth@rbwm.gov.uk (Assistant Director of Revenues, Benefits, Library and Resident Services) if prior to 12.06.26 or sarah.sneyd@rbwm.gov.uk (Service Lead - Assessment and Social Care Processing) if after 15.06.26. We reserve the right to close the advert prior to the stated end date.
Financial Assessment Officer in Maidenhead employer: Royal Borough of Windsor and Maidenhead
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 flexible hybrid working arrangements, generous annual leave, and a robust Local Government Pension scheme, RBWM ensures its team members are well-equipped to thrive both personally and professionally. Located in a vibrant area rich in cultural heritage and economic opportunity, joining RBWM as a Financial Assessment Officer means being part of a dedicated team committed to making a meaningful impact in the community.
Contact Details:
Royal Borough of Windsor and Maidenhead Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Assessment Officer in Maidenhead
✨Tip Number 1
Get to know the company! Research RBWM and its values. Understanding their mission and culture will help you tailor your approach during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills. As a Financial Assessment Officer, you'll need to explain complex financial information clearly. Try role-playing with a friend or family member to get comfortable discussing financial assessments and care contributions.
✨Tip Number 3
Network like a pro! Connect with current or former employees on LinkedIn. They can provide insights into the role and the team dynamics, plus it might just give you an edge when applying through our website.
✨Tip Number 4
Be ready for situational questions in interviews. Think about scenarios where you've demonstrated excellent customer service or handled financial assessments. Prepare specific examples that highlight your skills and experience relevant to the role.
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 and skills that match what we're looking for, like customer service and numerical abilities.
Showcase Your Communication Skills:Since this role involves interacting with service users, it's crucial to demonstrate your communication skills. Use clear and concise language in your application to show us you can convey information effectively.
Be Detail-Oriented:Attention to detail is key in financial assessments. Make sure your application is free from errors and clearly outlines your experience with financial processes or similar roles. We want to see that you can handle numbers accurately!
Apply Through Our Website:We encourage you to apply directly through our website. This ensures your application gets to the right place and allows us to process it efficiently. Plus, it’s super easy to do!
How to prepare for a job interview at Royal Borough of Windsor and Maidenhead
✨Know Your Numbers
As a Financial Assessment Officer, you'll need to demonstrate strong numerical skills. Brush up on your financial assessment knowledge and be prepared to discuss how you would calculate contributions based on different scenarios. 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 not just knowledgeable but also genuinely interested in the role and its responsibilities.
✨Customer Service is Key
This role involves a lot of interaction with service users, so highlight your customer service skills. Think of examples where you've successfully communicated complex information clearly and empathetically, especially in challenging situations. This will showcase your ability to support vulnerable adults effectively.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the challenges faced by the Revenues and Benefits team, and how success is measured in this role. This shows your enthusiasm and helps you gauge if the role is the right fit for you.
