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Financial Assessment Officer
| Posting date: | 04 March 2025 |
|---|---|
| Salary: | £34,416 to £37,068 per year |
| Hours: | Full time |
| Closing date: | 25 March 2025 |
| Location: | Sutton, London |
| Remote working: | Hybrid - work remotely up to 2 days per week |
| Company: | London Borough of Sutton |
| Job type: | Permanent |
| Job reference: | 3433 |
Summary
About the Role and our Ideal Candidate
The successful candidate will be required to assess, check, verify and process Financial Assessments, to ensure the correct calculation of client contribution. To minimise incorrect charges (errors) through efficient and accurate processing. These duties require an up to date knowledge of relevant legislation.
Explain the Council and Government policy in a clear and understanding way by interview, telephone, email and letter to clients, client reps, Social Workers and other interested parties.
To be a single point of contact for our clients. To pro-actively ensure that supporting evidence for cases is provided by telephoning customers and/or arranging appointments for customers making new applications and reporting changes of circumstances, ensuring the resolution of cases with the minimal amount of customer contact.
To interview customers, where necessary, on matters such as financial assessments and to make decisions on these cases. To be aware that some of these customers, may be potentially violent, aged or distressed
To advise clients accurately to ensure they receive all benefits and services they are entitled to both from the Council and from Government Departments. This requires a working knowledge of welfare benefits.
The ideal candidate will have experience in financial assessments and/or welfare benefits or a transferable skill. The role will involve attending the Civic offices regularly and may involve visiting clients in their own homes.the job description provides more information.
About Us
The Financial Assessment team
The London Borough of Sutton charges for adult social care. The Financial Assessment team are responsible for financially assessing all clients in receipt of chargeable services in line with the Care Act 2014 to establish the maximum a client should pay towards such identified care. Whilst completing this task, the team will look to maximise the client's income by helping claim or signposting the client or client's rep to unclaimed benefits.
We contact clients by telephone, email, post and a home visit, so a driving licence and access to a vehicle is preferred.
The successful candidate will be required to assess, check, verify and process Financial Assessments, to ensure the correct calculation of client contribution. To minimise incorrect charges (errors) through efficient and accurate processing. These duties require an up to date knowledge of relevant legislation.
Explain the Council and Government policy in a clear and understanding way by interview, telephone, email and letter to clients, client reps, Social Workers and other interested parties.
To be a single point of contact for our clients. To pro-actively ensure that supporting evidence for cases is provided by telephoning customers and/or arranging appointments for customers making new applications and reporting changes of circumstances, ensuring the resolution of cases with the minimal amount of customer contact.
To interview customers, where necessary, on matters such as financial assessments and to make decisions on these cases. To be aware that some of these customers, may be potentially violent, aged or distressed
To advise clients accurately to ensure they receive all benefits and services they are entitled to both from the Council and from Government Departments. This requires a working knowledge of welfare benefits.
The ideal candidate will have experience in financial assessments and/or welfare benefits or a transferable skill. The role will involve attending the Civic offices regularly and may involve visiting clients in their own homes.the job description provides more information.
About Us
The Financial Assessment team
The London Borough of Sutton charges for adult social care. The Financial Assessment team are responsible for financially assessing all clients in receipt of chargeable services in line with the Care Act 2014 to establish the maximum a client should pay towards such identified care. Whilst completing this task, the team will look to maximise the client's income by helping claim or signposting the client or client's rep to unclaimed benefits.
We contact clients by telephone, email, post and a home visit, so a driving licence and access to a vehicle is preferred.