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- Tasks: Conduct financial assessments and welfare benefit checks for vulnerable clients.
- Company: Join Wiltshire Council, a friendly and inclusive workplace.
- Benefits: Competitive salary, hybrid working model, and commitment to employee wellbeing.
- Other info: Dynamic team environment with a focus on inclusion and respect.
- Why this job: Make a real difference in people's lives through financial support.
- Qualifications: Strong customer service skills and understanding of financial circumstances required.
The predicted salary is between 31537 - 33699 £ per year.
Salary: £31,537 - £33,699 per annum
Hours per week: 37 hours
Interview date: Wednesday 27 May 2026
We are seeking a dedicated individual to join our Adult Social Care Operations in the role of Financial Assessment Officer and Caseworker within our Financial Assessment and Benefit (FAB) Team. Our team specialises in conducting financial assessments and welfare benefit checks for customers receiving council-funded support, prioritising a person-centred approach, which will see the successful candidate work with a vulnerable client group, through daily high-quality engagement. Renowned for excellence in partnership working, with the Department for Work and Pensions, our team has earned a Customer Service Award in recognition of its outstanding performance.
As a Financial Assessment Officer in a dynamic environment, you will manage the end-to-end financial assessment process. Your responsibilities include ensuring timely and accurate completion of new and review financial assessments, as well as supporting our community to maximise their Welfare Benefit entitlement. Financial Assessments are completed through various means including online and face to face in the customer’s home. Working independently and collaboratively, you will ensure that the customer is at the centre of all that we do.
Key qualifications include:
- Excellent customer service skills
- Effective communication
- Ability to demonstrate an in-depth understanding of financial circumstances
- IT proficiency
- Problem-solving abilities
If you possess the enthusiasm and commitment needed for positive outcomes, we welcome your application to be part of our team.
Why us?
Wiltshire Council is a friendly, welcoming place to work, with a 'One Council' ethos. Our hybrid working model means office staff are on site for at least half their hours, community-based staff carry out at least half their admin time in a workplace, and customer-facing roles work entirely from their service location. We are committed to creating a workplace where positive relationships thrive and everyone feels engaged, supported and able to do their best. We do not tolerate discrimination, bullying or harassment. Everyone is expected to promote a culture of inclusion, dignity, trust and respect, guided by our vision and Our Identity.
Contact details: Nicola Patrick, Financial Assessment and Benefits Team Manager, at Nicola.Patrick@wiltshire.gov.uk
Please ensure to regularly check your spam or junk folder for any communication from us regarding the status of your application.
Application criteria: Please download and read the role description and person specification carefully before you apply. We understand that AI tools can support you in preparing job applications. However, we value authenticity and would encourage you to ensure your submission genuinely reflects your own experiences, skills, and motivations.
While we welcome applications from job seekers who require skilled worker sponsorship, we are not able to issue a defined certificate of sponsorship due to limitations in our sponsorship capacity. We are firmly committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and to the principles of inclusion and diversity in both employment and the delivery of services.
Statement of commitment to equality and inclusion: Disability Confident Employer
Application process: Wiltshire Council does not accept unsolicited CVs or candidate details from recruitment agencies that are not appointed under a current, valid contract or approved supplier arrangement (including through our neutral vendor, Comensura). Submission of unsolicited CVs or candidate details to the Council, whether directly or to individual employees, will not be considered as an introduction and will not create any obligation on the Council to pay any fees. If a candidate whose details have been submitted speculatively is subsequently appointed through a compliant route, no agency fee will be payable in respect of the unsolicited submission. Agencies wishing to work with the Council must do so only via our approved procurement processes and neutral vendor arrangements.
Financial Assessment and Benefits Officer in Trowbridge employer: Wiltshire
Contact Detail:
Wiltshire Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Assessment and Benefits Officer in Trowbridge
✨Tip Number 1
Get to know the company culture! Before your interview, check out Wiltshire Council's values and ethos. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your customer service skills! Since this role is all about engaging with vulnerable clients, think of examples from your past experiences where you've provided excellent support. Be ready to share these during your interview!
✨Tip Number 3
Brush up on your financial knowledge! Familiarise yourself with common welfare benefits and financial assessment processes. This will not only boost your confidence but also demonstrate your commitment to the role.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to Nicola Patrick. It’s a great way to express your appreciation and keep your name fresh in their minds.
We think you need these skills to ace Financial Assessment and Benefits Officer in Trowbridge
Some tips for your application 🫡
Read the Job Description Thoroughly: Before you start writing your application, take a good look at the job description. It’s packed with info about what we’re looking for, so make sure you understand the key qualifications and responsibilities. This will help you tailor your application to show us why you’re the perfect fit!
Showcase Your Customer Service Skills: As a Financial Assessment Officer, excellent customer service is crucial. Use your application to highlight any relevant experiences where you've provided top-notch service. We want to see how you engage with clients and ensure their needs are met!
Be Authentic: While it’s tempting to use AI tools for your application, we really value authenticity. Make sure your submission reflects your own experiences and motivations. We want to get to know the real you, so let your personality shine through!
Apply Through Our Website: When you’re ready to submit your application, make sure you do it through our website. It’s the best way to ensure your application gets to us directly. Plus, you’ll find all the info you need about the role and our team there!
How to prepare for a job interview at Wiltshire
✨Know Your Stuff
Make sure you understand the financial assessment process inside out. Brush up on welfare benefits and how they impact vulnerable clients. Being knowledgeable will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Customer Service Skills
Since this role involves working closely with clients, be ready to share examples of how you've provided excellent customer service in the past. Think about situations where you’ve gone above and beyond to help someone, especially in challenging circumstances.
✨Practice Your Communication
Effective communication is key in this role. Practice explaining complex financial concepts in simple terms. You might even want to do a mock interview with a friend to get comfortable discussing these topics clearly and concisely.
✨Emphasise Teamwork and Independence
This position requires both independent work and collaboration. Be prepared to discuss times when you've successfully worked alone on a project as well as instances where you've collaborated with others to achieve a common goal. Highlighting your flexibility will impress the interviewers.