About Us

Financial Assessment Officer

SC5 – SO2

Permanent

36hrs per week Full Time

Richmond & Wandsworth Council

Objective of role  

An opportunity has arisen for a Financial Assessment Officer to join the Financial Assessment Team within the Adult Social Care and Public Health Department. Residents of Richmond & Wandsworth Borough Councils 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 a Financial Assessment Officer is to assist service users (or their personal representatives) with completing the financial assessment forms in line with council policies and Care Act legislation, and ensuring they understand the process.

This role is 36 hours per week and predominantly working from home although there is an expectation to attend the office when required, specifically for meetings, training and meeting with members of the public.

About the role 

You will be responsible for the prompt and accurate calculation of client contributions for Council residents in receipt of adult social care services, ensuring financial regulations and statutory obligations are met.

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. 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 procedure.

Essential Qualifications, Skills and Experience

You will 

• have excellent customer service skills
• be a good communicator
• possess good numerical skills
• 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 deadlines. 

It is desirable that the successful candidate has Adult Social Care Financial Assessment experience and knowledge of the Care Act 2014, thou this is not essential. We would also welcome applications from candidates who have financial assessment experience in similar fields such as Housing Benefits.

Closing Date: 29 June 2025

Shortlisting Date: w/c 30 June

Interview Date: w/c 7 July 2025

We may close this vacancy early once a sufficient number of applications has been received. Please submit your application as soon as possible to avoid disappointment.

Richmond & Wandsworth Better Service Partnership are committed to making our recruitment practices as inclusive as possible for everyone. We are committed to promoting equality and diversity and developing a culture that values differences, recognising that employees from a variety of backgrounds bring important and positive contributions to the Councils and can improve the way we deliver services. 

We are proud to be a Disability Confident employer. If you require any reasonable adjustments throughout the recruitment and selection process, please let us know. 

We are also committed to safeguarding and promoting the welfare of children and young people/vulnerable adults and expects all staff and volunteers to share this commitment. Some posts may be exempted under the Rehabilitation of Offenders Act 1974 and as such appointment to these posts will be conditional upon the receipt of a satisfactory response to a check of police records via Disclosure and Barring Service (DBS).

We offer a wide range of benefits designed to attract, develop, and reward our employees such as 40 days annual leave (including Bank Holidays), flexible working and a generous pension plan.

Richmond and Wandsworth Councils