Financial Assessment Officer
| Posting date: | 12 November 2025 |
|---|---|
| Salary: | £27,780 to £30,564 per year |
| Hours: | Full time |
| Closing date: | 26 November 2025 |
| Location: | Hampshire, South East England |
| Remote working: | Hybrid - work remotely up to 4 days per week |
| Company: | Hampshire County Council |
| Job type: | Permanent |
| Job reference: | HCC622734 |
Summary
This role is based in Basingstoke, Winchester, Totton or Havant.
Our supportive and inclusive Financial Assessments and Benefits team is committed to providing excellent support and customer service to our clients. Join our team as a Financial Assessment Officer and develop your career in a varied and rewarding financial work environment, while making a real difference to the lives of Hampshire residents.
What you'll do:
• Conduct financial assessments via telephone, online, or in-person visits, tailoring your communication style to meet the diverse needs of clients.
• Accurately calculate clients' contributions towards the cost of care services provided by Hampshire County Council and explain complex calculations with compassion, care, and diplomacy.
• Identify and support clients with potential welfare benefits claims.
• Remain calm and professional when faced with emotional responses during challenging conversations.
• Work flexibly across a wide geographical area, making best use of homeworking and council hubs.
What we're looking for:
• Excellent verbal and written communication skills.
• Strong empathy and the ability to handle emotional responses with care.
• Professionalism and diplomacy in all client interactions.
• First-class numeracy skills and attention to detail.
• Confidence in working independently and using IT skills to enhance your work efficiency.
• Previous experience of accurately dealing with complex financial information and awareness of personal finance products.
Why join us:
• Supportive development opportunities to enhance your skills and knowledge, enabling you to support clients with any welfare benefits they may be entitled to claim.
• We offer a positive, safe, and supportive working environment.
• The chance to make a meaningful impact on clients' lives.
• Flexible working arrangements, including homeworking and council hubs.
• Access to Health Assured's comprehensive Employee Assistance Programme to support your physical and mental wellbeing, including 24/7 telephone support, a suite of online resources, and legal and financial advice.
• A competitive benefits package that includes generous annual leave entitlement, occupational sick pay, and access to the Local Government Pension Scheme. Find more information here.
To learn more about this role, please review our Candidate Pack available on our website. Please click on the Apply button for details.
Applicants can expect to hear from us within two weeks of the advertised closing date.
Please note: We are unable to offer sponsorship for this role and therefore it is essential that you already have the right to work in the UK before applying.
Other roles you may have experience of may include: Assessment Officer, Benefits Assessment Officer, Benefits Assessments Coordinator, Financial Support Advisor, Financial Eligibility Specialist, Welfare Benefits Analyst, Financial Assessment Advisor, Financial Assistance Officer, Financial Assessment Advisor.
Our supportive and inclusive Financial Assessments and Benefits team is committed to providing excellent support and customer service to our clients. Join our team as a Financial Assessment Officer and develop your career in a varied and rewarding financial work environment, while making a real difference to the lives of Hampshire residents.
What you'll do:
• Conduct financial assessments via telephone, online, or in-person visits, tailoring your communication style to meet the diverse needs of clients.
• Accurately calculate clients' contributions towards the cost of care services provided by Hampshire County Council and explain complex calculations with compassion, care, and diplomacy.
• Identify and support clients with potential welfare benefits claims.
• Remain calm and professional when faced with emotional responses during challenging conversations.
• Work flexibly across a wide geographical area, making best use of homeworking and council hubs.
What we're looking for:
• Excellent verbal and written communication skills.
• Strong empathy and the ability to handle emotional responses with care.
• Professionalism and diplomacy in all client interactions.
• First-class numeracy skills and attention to detail.
• Confidence in working independently and using IT skills to enhance your work efficiency.
• Previous experience of accurately dealing with complex financial information and awareness of personal finance products.
Why join us:
• Supportive development opportunities to enhance your skills and knowledge, enabling you to support clients with any welfare benefits they may be entitled to claim.
• We offer a positive, safe, and supportive working environment.
• The chance to make a meaningful impact on clients' lives.
• Flexible working arrangements, including homeworking and council hubs.
• Access to Health Assured's comprehensive Employee Assistance Programme to support your physical and mental wellbeing, including 24/7 telephone support, a suite of online resources, and legal and financial advice.
• A competitive benefits package that includes generous annual leave entitlement, occupational sick pay, and access to the Local Government Pension Scheme. Find more information here.
To learn more about this role, please review our Candidate Pack available on our website. Please click on the Apply button for details.
Applicants can expect to hear from us within two weeks of the advertised closing date.
Please note: We are unable to offer sponsorship for this role and therefore it is essential that you already have the right to work in the UK before applying.
Other roles you may have experience of may include: Assessment Officer, Benefits Assessment Officer, Benefits Assessments Coordinator, Financial Support Advisor, Financial Eligibility Specialist, Welfare Benefits Analyst, Financial Assessment Advisor, Financial Assistance Officer, Financial Assessment Advisor.
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About Disability Confident
A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to Disability Confident.