Financial Assessment and Income Officer

Location: Surrey

This full-time, permanent position has a starting salary of £33,552 per annum, based on a 36-hour working week. We are excited to be hiring an Assessment and Income Officer to join our fantastic Financial Assessments and Income Collection team. The team are located in various settings across the county. Your preferred location can be discussed at interview. This role is open to hybrid working and as a team we split our time between collaborating with colleagues in the office for a minimum of two days per week, and working from home.

Our Offer to You

• 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service
• Option to buy up to 10 days of additional annual leave
• A generous local government salary related pension
• Up to 5 days of carer's leave and 2 paid volunteering days per year
• Paternity, adoption and dependents leave
• An Employee Assistance Programme (EAP) to support health and wellbeing
• Learning and development hub where you can access a wealth of resources
• Wellbeing and lifestyle discounts including gym, travel, and shopping
• A chance to make a real difference to the lives of our residents

About the Role

This role sits within the Financial Assessment and Income Collections service, which is part of the Adults, Wellbeing and Health Partnerships Directorate. The team play a critical role in providing advice and information to service users in relation to welfare benefits entitlement, the council's charging policy and making payment for social care services, generally through direct telephone contact or face to face.

As an Assessment and Income Officer, you will be responsible for conducting financial assessments for residents in line with legislation and the council's charging policy. You'll provide clear guidance on paying for care, ensuring that outcomes are well documented and communicated. Your role involves resolving queries and working collaboratively with both internal and external stakeholders to help them understand the assessment process, aiming to deliver a positive experience. You will also review welfare benefit entitlements and assist with claims to help residents maximise their income. A key part of your duties will be to support residents in making payments for care charges, ensuring that all due amounts are collected in accordance with council policies and debt recovery procedures.

Your Application

In order to be considered for shortlisting, your application will clearly evidence the following skills and align with our behaviours:

• A commitment to delivering a first-class customer service
• Exceptional attention to detail and ability to deliver quality outcomes
• Experience of analysing information to ensure right first-time assessments
• Ability to organise, manage time and prioritise efficiently and effectively

To apply, we request that you submit a CV and you will be asked the following 4 questions:

• How do you approach delivering a high standard of customer service, particularly when dealing with sensitive or complex issues such as financial assessments or care payments?
• Please give an example of how you have explained complex information, such as policies or procedures, to someone unfamiliar with the topic. How did you ensure they understood?
• Please tell us about what methods you would use to ensure accuracy and thoroughness when reviewing financial information or completing assessments?
• Please describe how you manage competing priorities and deadlines in your current or previous role. How do you ensure tasks are completed accurately and on time?

Before submitting your application, we recommend you read the job description and our Life at Surrey handbook to get an insight into working at Surrey. The job advert closes at 23:59 on 1st February 2026 with interviews planned for 8th February 2026 (there will be competency tests as part of the interview process). We look forward to receiving your application, please click on the apply online button below to submit.

An enhanced DBS 'Disclosure and Barring Service' check for regulated activity (formerly known as CRB) and the Children's and Adults' Barred List checks will be required for this role.

We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview. Your skills and experience truly matter to us. From application to your first day, we’re committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.