Financial Assessment Officer

Employer: Sefton Metropolitan Borough Council

Location: Sefton Metropolitan Borough Council, Magdalen House

Contract: Contract

Working Pattern: Part Time

Hours: 21.60 hours per week.

DBS Check: No

Closing Date: 31/08/2026 at 23:59

Reference: ASC/26/343337

This is a 21.6 hour post, fixed term until 3rd August 2028. The successful applicant will be expected to work either Monday, Wednesday and Friday or Wednesday, Thursday and Friday.

In addition to completing financial assessments, the role includes providing welfare benefit advice to maximise income for the individual and potential income recovery to the Council. The successful applicant will ideally have experience of financial assessments and administration.

We are looking for applicants who have excellent numeracy and literacy skills. You must have experience of delivering a customer focused service and be able to communicate with vulnerable adults, as well as building partnerships with internal and external agencies.

An ability to manage and prioritise your own workload is essential as is experience in using Microsoft Office products. We are looking for candidates who are self-motivated, can demonstrate a flexible attitude and an ability to work from your own initiative.

The team work from home and from the office. The office base is Magdalen House in Bootle and it is expected that the team are in the office on Wednesdays. There will be some visits to clients in their homes throughout the Sefton borough as required as well as occasional attendance at meetings in other council offices across the borough.

Closing Date - Monday 31st August

Provisional Interview Date - Friday 11th September

Please note we reserve the right to close this vacancy early if we receive a high volume of applicants.

EQUAL OPPORTUNITIES

Sefton Council strives to ensure that our workforce is inclusive and representative of our communities. A diverse workforce is important to us, our staff bring with them a wide range of experiences, views, ideas, and innovations, and we are committed to providing an environment that recognises, respects, and values everybody’s identity, where individual differences are strengths and where everyone can thrive and maximise their potential.

We are always open to learning and growing as an organisation, and we welcome new ideas and initiatives that promote equality, diversity and inclusion. We are an Equal Opportunities Employer; all candidates will receive equal treatment. Our decision to appoint will be based upon whether an individual’s skills, experience, qualifications, and abilities make them the most suitable candidate for the role.

Please note that all disabled applicants who meet the essential criteria for these jobs (as given in the Person Specification) and who want to apply under the Disability Confident Scheme will be invited to interview. If you are currently in care or have previously been in care, we provide a guaranteed interview scheme for care experienced people if you meet the essential requirements for the role.