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Financial Assessment and Inclusion Officer

Service Care Solutions
Posted a month ago, valid for a month
Location

Sutton, Surrey SM1 1EA, England

Salary

£22 per hour

Contract type

Part Time

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Sonic Summary

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  • Sutton Council is seeking a Financial Assessment and Inclusion Officer for a hybrid role requiring 2 days in the office per week.
  • The position is initially for 3 months, with a rate of £22 per hour umbrella or £18 per hour PAYE, totaling 36 hours per week.
  • Key responsibilities include assessing and processing financial assessments, explaining council and government schemes to clients, and ensuring accurate calculations of client contributions.
  • Candidates must have experience in financial assessments and the ability to communicate effectively with clients, including potentially distressed individuals.
  • The role also involves assisting in cross-training team members and managing client interactions to gather necessary supporting evidence.

Financial Assessment and Inclusion Officer

Duration: Initially 3 months
Hours: 36 hours per week
Rate: 22 umbrella an hour (18 PAYE an hour)
Requirement: Hybrid - 2 days in the office (Thursday and another day)

Sutton Council are looking for a Financial Assessment and Inclusion Officer to join their Social Services.

Responsibilities:

  • Assessing, checking, verifying and processing Financial Assessments. To ensure the correct calculation of client contribution. To minimize incorrect charges (errors) through efficient and accurate processing
  • Explain the Council and Government schemes in a clear and understanding way by interview, telephone, email and letter to clients, client reps, Social Workers and other interested parties
  • To be a single point of contact for the clients. To pro-actively ensure that supporting evidence for cases is provided by telephoning customers and/or arranging appointments for customers making new applications and reporting changes of circumstances
  • To assist in cross training the team in Financial Assessments including visits

Requirements:

  • Able to input and retrieve information from various computer systems with training to prepare and collate information to enable calculations
  • Experience within financial assessments
  • Able to communicate effectively both in person and on the telephone with partners and sometimes difficult older adults and distressed members of the public concerning financial assessments and appreciating the confidentiality of the claimant

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