Financial Assessment & Inclusion Officer – 3 Month Contract

Summary

Responsibilities

• Conduct residential and non-residential financial assessments.
  


• Utilize ContrOCC and IAS (Liquidlogic) systems for record maintenance.
  


• Evaluate welfare benefit entitlements and offer benefit advice.
  


• Assist service users in maximising income and accessing benefits.
  


• Collaborate with the DWP to confirm benefit entitlements.
  


• Perform reassessments and annual financial reviews.
  


• Conduct home visits to aid service users with financial assessments and benefit applications.
  


• Assist with Deferred Payment Agreements and related financial calculations.
  


• Process payments to care providers and service users.
  


• Manage debtor accounts, invoices, and financial records.
  


• Support income collection and recovery efforts.
  


• Maintain precise case notes and audit records.
  


• Work closely with Adult Social Care teams, care managers, welfare benefits teams, legal services, and external agencies.
  


• Participate in drop-in sessions, surgeries, and customer appointments.
  


• Uphold safeguarding responsibilities for vulnerable adults.
  


• Contribute to service improvements and performance reporting.
  

Essential

• Experience in completing Adult Social Care financial assessments.
  


• Proficiency in assessing welfare benefits and entitlements.
  


• Background in a customer-focused financial, welfare benefits, or income assessment environment.
  


• Familiarity with ContrOCC and IAS (Liquidlogic).
  


• Knowledge of:
  
  
  
  • Adult Social Care charging regulations
    
  
  
  • Welfare Benefits
    
  
  
  • Universal Credit
    
  
  
  • Income Maximisation
    
  
  
  • Financial Assessments
    
  
  


• Experience working with vulnerable adults.
  


• Strong numeracy and analytical skills.
  


• Excellent communication and customer service skills.
  


• Ability to manage competing priorities and meet deadlines.
  


• Proficient report writing and record-keeping skills.
  

Desirable

• Experience in Local Authority Adult Social Care Finance.
  


• Understanding of Deferred Payment Agreements.
  


• Degree-level qualification.
  


• Membership in the National Association of Financial Assessment Officers (NAFAO).
  


• Experience in processing care provider payments.
  


• Background in Financial Inclusion or Welfare Benefits services.
  

Skills & Competencies

• Exceptional verbal and written communication skills.
  


• Ability to clearly explain complex financial information.
  


• Strong attention to detail and accuracy.
  


• Empathy and professionalism in handling sensitive situations.
  


• Strong organizational and time-management skills.
  


• Ability to work independently and collaboratively.
  


• Proficient ICT skills and experience with financial systems and spreadsheets.
  


• Understanding of safeguarding principles and responsibilities.
  

What's on Offer?

• Competitive rate of £24.63 per hour (Umbrella)
  


• 3 Month Contract
  


• Location: Guildhall, Sutton
  


• Bi-weekly Pay
  


• Opportunity to join a vibrant Adult Social Care Finance team
  


• Diverse role encompassing financial assessments, welfare benefits, income maximisation, and customer support
  


• Ideal for candidates with experience in Adult Social Care Finance, Welfare Benefits, Financial Assessments, or Income Collection