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- Tasks: Conduct financial assessments and provide benefits advice for Adult Social Care clients.
- Company: Join a supportive team dedicated to helping adults in need.
- Benefits: Competitive salary, full-time hours, and opportunities for professional growth.
- Other info: Permanent position based in Portsmouth with a focus on community support.
- Why this job: Make a real difference in people's lives while developing your skills.
- Qualifications: Experience in customer service and knowledge of welfare benefits required.
The predicted salary is between 32061 - 36363 £ per year.
Overview
The purpose of this role is to ensure timely and accurate financial assessments are completed for Adult Social Care clients or their legal representatives, typically at the client’s main residence. The role involves detailed analysis of financial circumstances, calculation of contributions towards Adult Social Care services funded through the Local Authority, and provision of high‑quality welfare‑rights and benefits advice.
Key Responsibilities
- Carry out financial assessments for Adult Social Care clients and their legal representatives.
- Analyze financial circumstances and assess required contributions to cover Adult Social Care costs.
- Provide welfare‑rights and benefits advice and ensure clients and carers receive all entitlements.
- Collect sensitive personal and financial information.
- Support customers or their carers/spouse with benefit applications where appropriate.
- Notify clients of assessed maximum charge and explain contribution calculations.
Required Qualifications and Skills
- Proven experience in a front‑line customer‑facing service.
- Understanding of chargeable services provided by Adult Social Care, the Care Act 2014, and charging frameworks.
- Experience working with DWP welfare benefits and knowledge of benefits applicable to people with disabilities.
- Ability to conduct financial assessments, identify entitlement to unclaimed benefits, means‑tested benefits, premiums and state pensions.
- Excellent attention to detail, strong numeracy skills, good written and verbal communication, and ability to prioritise and plan workload.
Employment Details
- Full Time Permanent
- Location: Portsmouth
- Posted: 4 days ago
- Salary: £32,061 – £36,363 per year
- Closes: 15 May 2026
Financial Assessments and Benefits Officer – (Adults) in Portsmouth employer: South East Employers
Contact Detail:
South East Employers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Assessments and Benefits Officer – (Adults) in Portsmouth
✨Tip Number 1
Network like a pro! Reach out to people in the financial assessments and benefits field. Attend local events or join online forums where you can connect with professionals. You never know who might have a lead on your dream job!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the Care Act 2014 and charging frameworks. We recommend practising common interview questions related to financial assessments. The more confident you are, the better you'll shine!
✨Tip Number 3
Showcase your customer service skills! In your conversations, highlight your experience in front-line roles. Remember, this job is all about helping clients navigate their financial circumstances, so let your passion for support come through.
✨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 take the initiative to engage directly with us. Good luck!
We think you need these skills to ace Financial Assessments and Benefits Officer – (Adults) in Portsmouth
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Assessments and Benefits Officer role. Highlight your experience in customer-facing services and any relevant knowledge of Adult Social Care and welfare benefits. We want to see how your skills match what we're looking for!
Showcase Your Attention to Detail: Since this role involves detailed financial assessments, it's crucial to demonstrate your strong numeracy skills and attention to detail. Use specific examples from your past work where you’ve successfully managed sensitive information or conducted thorough analyses.
Communicate Clearly: Good written communication is key for this position. Make sure your application is clear, concise, and free of jargon. We appreciate straightforward language that gets to the point, so don’t be afraid to show us your communication style!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at South East Employers
✨Know Your Numbers
Brush up on your financial assessment skills before the interview. Be ready to discuss how you would analyse a client's financial circumstances and calculate their contributions. Practising some sample scenarios can really help you feel confident.
✨Understand the Legislation
Familiarise yourself with the Care Act 2014 and the charging frameworks related to Adult Social Care. Being able to reference specific legislation during your interview will show that you’re knowledgeable and serious about the role.
✨Showcase Your Communication Skills
Since this role involves providing welfare rights and benefits advice, practice explaining complex information in simple terms. You might be asked to demonstrate how you would communicate sensitive information to clients or their representatives.
✨Prepare for Real-Life Scenarios
Think of examples from your past experience where you've successfully handled customer-facing situations, especially those involving financial assessments or benefits advice. Use the STAR method (Situation, Task, Action, Result) to structure your responses.