Financial Assessment Officer
| Posting date: | 29 January 2026 |
|---|---|
| Hours: | Full time |
| Closing date: | 12 February 2026 |
| Location: | Conwy, Conwy County |
| Remote working: | Hybrid - work remotely up to 1 day per week |
| Company: | Conwy County Borough Council |
| Job type: | Permanent |
| Job reference: | REQ007001 |
Summary
Lleoliad gwaith: Hybrid - gweithio yn Swyddfeydd Coed Pella, Swyddfeydd Ardalac yn rhannol o gartref
Ailasesiadau, i gleientiaid Gofal Cymdeithasol sy’n cael gwasanaeth gofal preswyl ac amhreswyl y codir tâl amdano. Yn ogystal â chwblhau asesiadau ariannol, mae’r rôl yn cynnwys dynodi budd-daliadau lles posibl a chyfeirio at yr Uned Hawliau Lles i gael yr incwm mwyaf bosibl i’r unigolyn ac incwm posibl i’r Awdurdod.
Yn ddelfrydol, bydd gan yr ymgeisydd llwyddiannus brofiad o weithio mewn swydd ariannol er nad yw hyn yn hanfodol gan y rhoddir hyfforddiant llawn. Rydym yn chwilio am ymgeiswyr sydd â sgiliau rhifedd a llythrennedd rhagorol, sy’n gallu gweithio’n gywir iawn a gallu casglu a dadansoddi gwybodaeth o wahanol ffynonellau. Gyda phrofiad o ddarparu gwasanaeth sy’n canolbwyntio ar y cwsmer a gallu cyfathrebu ag oedolion diamddiffyn, yn ogystal â meithrin partneriaethau ag asiantaethau mewnol ac allanol. Mae gallu rheoli a blaenoriaethu eich llwyth gwaith eich hun yn hanfodol, yn ogystal â phrofiad o ddefnyddio technoleg gyfrifiadurol.
O ganlyniad i natur y gwaith, bydd angen cael datgeliad boddhaol gan y Gwasanaeth Datgelu a Gwahardd (DBS).
Mae'r rôl hon yn cynnig opsiynau gweithio hyblyg ar gyfer cydbwysedd bywyd a gwaith. Gall hyn gynnwys addasu eich diwrnod gwaith a gweithio hybrid, hy cydbwysedd rhwng gweithio yn y swyddfa a gweithio gartref.
Manylion y rheolwr ar gyfer trafodaeth anffurfiol: Debbie Liddell, Rheolwr Adran ( debbie.liddell@conwy.gov.uk / 01492 577774)
Gofynion y Gymraeg: Mae’r gallu i gyfarthrebu yn y Gymraeg yn hanfodol ar gyfer y swydd hon. Rydym ni wedi ymrwymo i'r Gymraeg ac yn falch iawn o’n diwylliant Cymreig. Rydym yn croesawu ceisiadau yn y Gymraeg a’r Saesneg fel ei gilydd ac ni fydd ffurflenni cais a dderbynnir yn y naill iaith na’r llall yn cael eu trin yn llai ffafriol na’i gilydd. Rydym yn frwdfrydig dros eich cefnogi a’ch annog i ddefnyddio’ch Cymraeg, beth bynnag eich lefel; ac mae gennym ni ddosbarthiadau am ddim ar gyfer pob lefel, wyneb yn wyneb ac ar-lein, i’ch cefnogi chi ymhellach.
Work base: Hybrid - Coed Pella, Colwyn Bay, Locality Offices and home
We are looking for an enthusiastic person to join a team that undertake Financial Assessments and Reassessments, for Social Care Clients receiving a chargeable service for residential and non-residential care. In addition to completing financial assessments, the role includes identifying possible welfare benefits and referring to Welfare Rights Unit to maximise income for the individual and potential income for the Authority.
The successful applicant will ideally have experience of working in a financial role although not essential as full training will be provided. We are looking for applicants who have excellent numeracy and literacy skills, can work with a high level of accuracy and can collate and analyse information from different sources. With experience of delivering a customer focused service and be able to communicate with vulnerable adults, as well as building partnerships with internal and external agencies. An ability to manage and prioritise own workload is essential as is experience in using computer technology.
Due to the nature of the work, it will be necessary to obtain a satisfactory disclosure from the Disclosure and Barring Service (DBS).
This role offers flexible working options for a work life balance. This can include adjusting your working day and hybrid working, ie a balance of office and home working.
Manager details for informal discussion: Debbie Liddell, Section Manager (debbie.liddell@conwy.gov.uk / 01492 577744)
Welsh Language Skills: The ability to communicate in Welsh is essential for this post. We are committed to our Welsh language and are proud of our Welsh culture. We welcome applications in both Welsh and English and application forms received in either language will not be treated less favourably than each other. We’re passionate about supporting and encouraging you to use your Cymraeg whatever your level. We offer free classes at all levels, in-person and on-line to support you.
Ailasesiadau, i gleientiaid Gofal Cymdeithasol sy’n cael gwasanaeth gofal preswyl ac amhreswyl y codir tâl amdano. Yn ogystal â chwblhau asesiadau ariannol, mae’r rôl yn cynnwys dynodi budd-daliadau lles posibl a chyfeirio at yr Uned Hawliau Lles i gael yr incwm mwyaf bosibl i’r unigolyn ac incwm posibl i’r Awdurdod.
Yn ddelfrydol, bydd gan yr ymgeisydd llwyddiannus brofiad o weithio mewn swydd ariannol er nad yw hyn yn hanfodol gan y rhoddir hyfforddiant llawn. Rydym yn chwilio am ymgeiswyr sydd â sgiliau rhifedd a llythrennedd rhagorol, sy’n gallu gweithio’n gywir iawn a gallu casglu a dadansoddi gwybodaeth o wahanol ffynonellau. Gyda phrofiad o ddarparu gwasanaeth sy’n canolbwyntio ar y cwsmer a gallu cyfathrebu ag oedolion diamddiffyn, yn ogystal â meithrin partneriaethau ag asiantaethau mewnol ac allanol. Mae gallu rheoli a blaenoriaethu eich llwyth gwaith eich hun yn hanfodol, yn ogystal â phrofiad o ddefnyddio technoleg gyfrifiadurol.
O ganlyniad i natur y gwaith, bydd angen cael datgeliad boddhaol gan y Gwasanaeth Datgelu a Gwahardd (DBS).
Mae'r rôl hon yn cynnig opsiynau gweithio hyblyg ar gyfer cydbwysedd bywyd a gwaith. Gall hyn gynnwys addasu eich diwrnod gwaith a gweithio hybrid, hy cydbwysedd rhwng gweithio yn y swyddfa a gweithio gartref.
Manylion y rheolwr ar gyfer trafodaeth anffurfiol: Debbie Liddell, Rheolwr Adran ( debbie.liddell@conwy.gov.uk / 01492 577774)
Gofynion y Gymraeg: Mae’r gallu i gyfarthrebu yn y Gymraeg yn hanfodol ar gyfer y swydd hon. Rydym ni wedi ymrwymo i'r Gymraeg ac yn falch iawn o’n diwylliant Cymreig. Rydym yn croesawu ceisiadau yn y Gymraeg a’r Saesneg fel ei gilydd ac ni fydd ffurflenni cais a dderbynnir yn y naill iaith na’r llall yn cael eu trin yn llai ffafriol na’i gilydd. Rydym yn frwdfrydig dros eich cefnogi a’ch annog i ddefnyddio’ch Cymraeg, beth bynnag eich lefel; ac mae gennym ni ddosbarthiadau am ddim ar gyfer pob lefel, wyneb yn wyneb ac ar-lein, i’ch cefnogi chi ymhellach.
Work base: Hybrid - Coed Pella, Colwyn Bay, Locality Offices and home
We are looking for an enthusiastic person to join a team that undertake Financial Assessments and Reassessments, for Social Care Clients receiving a chargeable service for residential and non-residential care. In addition to completing financial assessments, the role includes identifying possible welfare benefits and referring to Welfare Rights Unit to maximise income for the individual and potential income for the Authority.
The successful applicant will ideally have experience of working in a financial role although not essential as full training will be provided. We are looking for applicants who have excellent numeracy and literacy skills, can work with a high level of accuracy and can collate and analyse information from different sources. With experience of delivering a customer focused service and be able to communicate with vulnerable adults, as well as building partnerships with internal and external agencies. An ability to manage and prioritise own workload is essential as is experience in using computer technology.
Due to the nature of the work, it will be necessary to obtain a satisfactory disclosure from the Disclosure and Barring Service (DBS).
This role offers flexible working options for a work life balance. This can include adjusting your working day and hybrid working, ie a balance of office and home working.
Manager details for informal discussion: Debbie Liddell, Section Manager (debbie.liddell@conwy.gov.uk / 01492 577744)
Welsh Language Skills: The ability to communicate in Welsh is essential for this post. We are committed to our Welsh language and are proud of our Welsh culture. We welcome applications in both Welsh and English and application forms received in either language will not be treated less favourably than each other. We’re passionate about supporting and encouraging you to use your Cymraeg whatever your level. We offer free classes at all levels, in-person and on-line to support you.
Proud member of the Disability Confident employer scheme
Disability Confident
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.