Financial Assessment Officer

West London, London

Start Date

West London Based Local Authority

Financial Assessment Officer

Desired Start Date: ASAP

Duration: 3 Months

Hrs/Wk: 35.00

Rate: £19.50 PAYE per hour OR £25.22 Umbrella rate (depending on your choice of payment)

Remote working, however required to attend the office once a month for training/ team meetings

  1. An understanding of Department of Health and Social Care (Care Act 2014), Department of Work and Pensions benefit legislation and other relevant central and local government legislation.
  2. A working knowledge of financial administration including the financial assessment process and reconciliations.
  3. The ability to communicate effectively both in person and in writing with staff, external agencies, customers and their representatives.


  • To ensure the timely completion of financial assessments including obtaining financial information in order to advise customers, often vulnerable and/or their representatives of any contribution towards an Individual Budget/care fees.
  • To be responsible for assisting in the efficient and timely raising of customer’s bills for care fees and for liaising with other Adults’ Services and Finance teams in order to advise them of the customers net contribution towards care fees in accordance with legislation, statutory regulations and the Council’s policies and procedures.
  • To ensure providers and direct payment customers are paid the correct amount in line with commissioned services, including identifying and verifying discrepancies, while ensuring that all processes are completed in a timely manner to allow prompt payment

Job Information

  • Role: Financial Assessment Officer
  • Role Type: Finance Officer
  • Location: West London, London
  • Sector: Finance
  • Start Date: 10/06/2024
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