Financial Assessment Officer

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.  Organisation Cheshire West and Chester Council Location Ellesmere Port Job Category Finance Grade CWAC NJC - Grade 6 Salary Min £28,598 pro rata per annum Salary Max £31,022 pro rata per annum Hours per week 18.5 Weeks per year 52.143 Employment Type Permanent Closing Date 22/03/2026 Ref No W4417 Documents BABB 7973 Financial Assessment Officer (Client Finance).docx (Word, 42.11kb) Cheshire West and Chester Council is a place where everyone can Thrive – through our core values of Teamwork, Honesty, Respect, Innovation, Value for Money and Empowerment. 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  To find out more information about what it is like to work for Cheshire West and Chester Council including our rewards and benefits please see www.cwcrecruitment.co.uk No candidate will meet every single requirement - if your experience looks a little different from what we've identified and you think you can bring value to the role, we'd love to learn more about you! Cheshire West and Chester Council are committed to equality and diversity in employment.  Please see the Equality Policy for more information. Cheshire West and Chester Council have adopted a Local Living Wage for our employees which means that all employees will receive a minimum of £12.60 per hour for all contracted hours.