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! This is 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.
What we are looking for: 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
It is important that you can 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.
For informal discussion of this position, please contact ouremail@example.com (Assistant Director of Revenues, Benefits, Library and Resident Services) prior to 12.06.26 or secondemail@example.com (Service Lead - Assessment and Social Care Processing) after 15.06.26. We reserve the right to close the advert prior to the stated end date.
Financial Assessment Officer in Thatcham employer: The Royal Borough of Windsor & 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 benefits such as 32 days of annual leave, flexible hybrid working options, and a generous Local Government Pension scheme, RBWM fosters a collaborative environment where dedicated professionals can thrive while making a meaningful impact in the community. Located in a culturally rich area with proximity to London, employees enjoy unique opportunities for personal and career development in a vibrant setting.
Contact Details:
The Royal Borough of Windsor & Maidenhead Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Assessment Officer in Thatcham
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend local events, or join online forums. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial assessments. Role-play with a friend or use online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills during interviews! Bring examples of how you've handled financial assessments or customer service situations in the past. This will help us see how you'd fit into our team at RBWM.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our awesome team.
We think you need these skills to ace Financial Assessment Officer in Thatcham
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, especially in financial assessments or customer service, to show us why you're the perfect fit!
Show Off Your Skills:We want to see your excellent communication and numerical skills shine through. Use specific examples in your application to demonstrate how you've successfully managed similar tasks in the past.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate straightforwardness, so avoid jargon and make sure your key points stand out. This will help us understand your qualifications quickly!
Apply Through Our Website:Don’t forget to submit your application through our official website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity with RBWM.
How to prepare for a job interview at The Royal Borough of Windsor & Maidenhead
✨Know Your Numbers
As a Financial Assessment Officer, you'll be dealing with numbers daily. Brush up on your numerical skills and be prepared to discuss how you approach financial calculations. Practising some sample assessments can help you feel more 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 knowledgeable and serious about the role.
✨Showcase Your Customer Service Skills
This role requires excellent communication and customer service skills. Prepare examples of how you've successfully handled difficult situations or provided support to vulnerable individuals in the past. This will demonstrate your ability to empathise and communicate effectively.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions to ask about the team dynamics, the challenges they face, or how success is measured in this role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
