Financial Assessment Officer
| Posting date: | 05 June 2026 |
|---|---|
| Salary: | £30,193 to £34,104 per year |
| Hours: | Full time |
| Closing date: | 21 June 2026 |
| Location: | Maidenhead, Windsor & Maidenhead |
| Remote working: | Hybrid - work remotely up to 3 days per week |
| Company: | Royal Borough of Windsor and Maidenhead |
| Job type: | Permanent |
| Job reference: |
Summary
We have an exciting opportunity for a Financial Assessment Officer to join us!
This a full-time, permanent role with hybrid working, and a salary of £30,193 - £34,104 per annum.
About us.
The Royal Borough of Windsor and Maidenhead (RBWM) is set in the wider county of Berkshire, one of the most economically productive and innovative areas of the country. The borough council – a unitary authority - takes pride in its exceptional team of dedicated professionals who are passionate about providing quality services to the community. RBWM is a unique borough, with huge opportunity given its proximity to London and expanding business sectors, as well as being a major cultural and tourism area which includes international attractions such as Windsor Castle, Legoland and Ascot Racecourse.
Given our Royal connections, the eyes of the world are often on us and we continue to rise to the challenge.
This is an excellent opportunity for an enthusiastic Financial Assessment Officer to join our Revenues and Benefits team.
The role:
Residents of the Royal Borough of Windsor and Maidenhead who are in receipt of Adult Social Care services are financially assessed to determine if they are liable to pay a financial contribution towards the cost of their care.
The role of Financial Assessment Officer is to assist service users (or their personal representatives) by completing the financial assessment forms in accordance with council policies and the Care Act 2014 legislation, ensuring they understand the process.
You will be responsible for the prompt and accurate calculation of client contributions for residents in receipt of adult social care services.
In addition to the calculation of contributions, you will be required to respond to general enquiries from service users and representatives about financial assessments, outstanding invoices and the charging policy by phone, letter and face to face meetings, ensuring that the Councils communication standards are adhered to.
You will undertake financial assessments to determine if and how much a person needs to contribute towards the cost of their care and support. You will also administer applications for secured social care loans, known as deferred payment arrangements.
You will demonstrate the ability to work independently, process financial information and support vulnerable adults with their care and support needs, throughout the Financial Assessment process.
What we are looking for:
You will:
have excellent customer service skills
be a good communicator
possess good numerical skills with attention to detail
be able to work as part of a busy team but also independently
It is important that you can manage your own caseload of work and be able to work to targets and deadlines.
It is desirable that the successful candidate has Adult Social Care Financial Assessment experience and knowledge of the Care Act 2014, although this is not essential. We would also welcome applications from candidates who have financial assessment experience in similar fields such as Housing Benefits.
What we offer:
32 days annual leave
Flexible working including a hybrid working pattern for a better work-life balance. Please note that working from home will only be authorised following a successful period of training and regular office attendance will be required, on a rota basis, unless a home working contract is offered.
Generous Local Government Pension scheme includes life cover (3 times of annual salary); and an Additional Voluntary Contribution (AVC) scheme to enhance your pension provision.
Free employee parking close to the offices.
Give As You Earn scheme.
Instant Reward Scheme to recognise and reward innovative achievement.
Employee Assistance Programme providing counselling, advice and information.
Access to discounts and deals with hundreds of retailers, including discounted gym memberships and travel deals.
RBWM values a collaborative and inclusive work environment, fostering creativity and innovation in all aspects of its operations. As an equal opportunities’ employer, we encourage applications from all as we believe diverse talent makes us stronger.
If you have a disability, are a current or former member of the armed forces or have been part of any formal care system up to the age of 25, you will be guaranteed an interview, should you meet the minimum requirements for the role.
If you wish to discuss this position informally, please contact louise.freeth@rbwm.gov.uk (Assistant Director of Revenues, Benefits, Library and Resident Services) if prior to 12.06.26 or sarah.sneyd@rbwm.gov.uk (Service Lead - Assessment and Social Care Processing) if after 15.06.26
We reserve the right to close the advert prior to the stated end date.
This a full-time, permanent role with hybrid working, and a salary of £30,193 - £34,104 per annum.
About us.
The Royal Borough of Windsor and Maidenhead (RBWM) is set in the wider county of Berkshire, one of the most economically productive and innovative areas of the country. The borough council – a unitary authority - takes pride in its exceptional team of dedicated professionals who are passionate about providing quality services to the community. RBWM is a unique borough, with huge opportunity given its proximity to London and expanding business sectors, as well as being a major cultural and tourism area which includes international attractions such as Windsor Castle, Legoland and Ascot Racecourse.
Given our Royal connections, the eyes of the world are often on us and we continue to rise to the challenge.
This is an excellent opportunity for an enthusiastic Financial Assessment Officer to join our Revenues and Benefits team.
The role:
Residents of the Royal Borough of Windsor and Maidenhead who are in receipt of Adult Social Care services are financially assessed to determine if they are liable to pay a financial contribution towards the cost of their care.
The role of Financial Assessment Officer is to assist service users (or their personal representatives) by completing the financial assessment forms in accordance with council policies and the Care Act 2014 legislation, ensuring they understand the process.
You will be responsible for the prompt and accurate calculation of client contributions for residents in receipt of adult social care services.
In addition to the calculation of contributions, you will be required to respond to general enquiries from service users and representatives about financial assessments, outstanding invoices and the charging policy by phone, letter and face to face meetings, ensuring that the Councils communication standards are adhered to.
You will undertake financial assessments to determine if and how much a person needs to contribute towards the cost of their care and support. You will also administer applications for secured social care loans, known as deferred payment arrangements.
You will demonstrate the ability to work independently, process financial information and support vulnerable adults with their care and support needs, throughout the Financial Assessment process.
What we are looking for:
You will:
have excellent customer service skills
be a good communicator
possess good numerical skills with attention to detail
be able to work as part of a busy team but also independently
It is important that you can manage your own caseload of work and be able to work to targets and deadlines.
It is desirable that the successful candidate has Adult Social Care Financial Assessment experience and knowledge of the Care Act 2014, although this is not essential. We would also welcome applications from candidates who have financial assessment experience in similar fields such as Housing Benefits.
What we offer:
32 days annual leave
Flexible working including a hybrid working pattern for a better work-life balance. Please note that working from home will only be authorised following a successful period of training and regular office attendance will be required, on a rota basis, unless a home working contract is offered.
Generous Local Government Pension scheme includes life cover (3 times of annual salary); and an Additional Voluntary Contribution (AVC) scheme to enhance your pension provision.
Free employee parking close to the offices.
Give As You Earn scheme.
Instant Reward Scheme to recognise and reward innovative achievement.
Employee Assistance Programme providing counselling, advice and information.
Access to discounts and deals with hundreds of retailers, including discounted gym memberships and travel deals.
RBWM values a collaborative and inclusive work environment, fostering creativity and innovation in all aspects of its operations. As an equal opportunities’ employer, we encourage applications from all as we believe diverse talent makes us stronger.
If you have a disability, are a current or former member of the armed forces or have been part of any formal care system up to the age of 25, you will be guaranteed an interview, should you meet the minimum requirements for the role.
If you wish to discuss this position informally, please contact louise.freeth@rbwm.gov.uk (Assistant Director of Revenues, Benefits, Library and Resident Services) if prior to 12.06.26 or sarah.sneyd@rbwm.gov.uk (Service Lead - Assessment and Social Care Processing) if after 15.06.26
We reserve the right to close the advert prior to the stated end date.