Financial Assessment Technician

Job description

• 1 x 37 hour temporary (6 month) position as a Financial Assessment Technician.

• This role is a fully hybrid worker position, and will be mainly homebased, with the need to attend The Portal once a week.
• Attendance is required more regularly during the training period

• The right person will join our well established Client Finance Team as a Financial Assessment Technician.

• You should be motivated and detail oriented individual to carry out accurate and timely actions to assist with the financial assessments for Adult Social Care customers, in line with legislation, policy, and council procedures.

• You will provide high quality customer service to the Financial Assessment Officers and will respond to enquiries by phone or in writing . 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.
• If successful, the candidate will be required to undertake a basic DBS check.

• Assist in the process of a means test for Adult Social Care services in accordance with procedures and legislation.

• Collect, verify, and record customer financial information.

• Maintain accurate records using council systems, ensuring compliance with Data Protection and security standards.

• Support 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.

• Excellent communication skills, including supporting vulnerable customers.

• Good numeracy skills

• 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.

• Rebecca Wood, Team Leader - [email protected] | 01244 976192