Financial Assessment Officer
| Posting date: | 09 March 2026 |
|---|---|
| Salary: | £28,598 to £31,022 per year, pro rata |
| Hours: | Part time |
| Closing date: | 22 March 2026 |
| Location: | Ellesmere Port, Cheshire |
| Remote working: | On-site only |
| Company: | Cheshire West and Chester |
| Job type: | Permanent |
| Job reference: | 4417 |
Summary
We are looking to recruit:
• 1 x 18.5 hour permanent Financial Assessment Officer
This role is a hybrid worker position, and will be mainly homebased, with the need to attend The Portal once a week.
About the Role
• An excellent opportunity has arisen to join our well-established Client Finance Team as a Financial Assessment Officer. We are seeking a motivated and detail-oriented individual to carry out accurate and timely financial assessments for Adult Social Care customers, in line with legislation, policy, and council procedures.
You will provide high quality customer service, responding to enquiries by phone, in writing, in person, or during home visits. You will also support colleagues and teams across the Council to ensure customers receive timely and fair assessments and clear information in relation to charges for social care services.
Key Responsibilities
In this role, you will:
• Complete means tested financial assessments for Adult Social Care services in accordance with procedures and legislation.
• Collect, verify, and record customer financial information, including disability related expenditure.
• Provide accurate welfare benefits advice to ensure customers receive all income they are entitled to.
• Maintain accurate records using council systems, ensuring compliance with Data Protection and security standards.
• Support and mentor colleagues where needed.
• Liaise effectively with internal and external partners including Social Care teams, Legal Services, DWP, Council Tax, Debt Recovery and Corporate Fraud teams.
• Identify and refer cases of potential fraud or financial mismanagement.
About You
We are looking for someone who can demonstrate:
• Strong knowledge of benefits, financial assessments for care services, or experience processing means tested claims.
• Excellent communication skills, including supporting vulnerable customers.
• Good numeracy and ability to calculate benefit entitlement and care charges.
• Confidence using IT systems and maintaining accurate records.
• A positive, methodical, and customer focused approach.
• Ability to manage competing priorities and work well as part of a team.
Relevant qualifications such as GCSEs (including English and Maths) and evidence of continued development are essential. Knowledge of systems such as Liquid Logic or Controcc is desirable but not essential.
How to Find Out More
For an informal discussion, please contact:
• Theresa Thorpe, Senior Officer - theresa.thorpe@cheshirewestandchester.gov.uk | 01244 972882
• Rebecca Wood, Team Leader - rebecca.wood@cheshirewestandchester.gov.uk | 01244 976192
• 1 x 18.5 hour permanent Financial Assessment Officer
This role is a hybrid worker position, and will be mainly homebased, with the need to attend The Portal once a week.
About the Role
• An excellent opportunity has arisen to join our well-established Client Finance Team as a Financial Assessment Officer. We are seeking a motivated and detail-oriented individual to carry out accurate and timely financial assessments for Adult Social Care customers, in line with legislation, policy, and council procedures.
You will provide high quality customer service, responding to enquiries by phone, in writing, in person, or during home visits. You will also support colleagues and teams across the Council to ensure customers receive timely and fair assessments and clear information in relation to charges for social care services.
Key Responsibilities
In this role, you will:
• Complete means tested financial assessments for Adult Social Care services in accordance with procedures and legislation.
• Collect, verify, and record customer financial information, including disability related expenditure.
• Provide accurate welfare benefits advice to ensure customers receive all income they are entitled to.
• Maintain accurate records using council systems, ensuring compliance with Data Protection and security standards.
• Support and mentor colleagues where needed.
• Liaise effectively with internal and external partners including Social Care teams, Legal Services, DWP, Council Tax, Debt Recovery and Corporate Fraud teams.
• Identify and refer cases of potential fraud or financial mismanagement.
About You
We are looking for someone who can demonstrate:
• Strong knowledge of benefits, financial assessments for care services, or experience processing means tested claims.
• Excellent communication skills, including supporting vulnerable customers.
• Good numeracy and ability to calculate benefit entitlement and care charges.
• Confidence using IT systems and maintaining accurate records.
• A positive, methodical, and customer focused approach.
• Ability to manage competing priorities and work well as part of a team.
Relevant qualifications such as GCSEs (including English and Maths) and evidence of continued development are essential. Knowledge of systems such as Liquid Logic or Controcc is desirable but not essential.
How to Find Out More
For an informal discussion, please contact:
• Theresa Thorpe, Senior Officer - theresa.thorpe@cheshirewestandchester.gov.uk | 01244 972882
• Rebecca Wood, Team Leader - rebecca.wood@cheshirewestandchester.gov.uk | 01244 976192
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.