Financial Assessment Benefits Officer

Posted 20 January 2026
Salary 29.37
LocationSlough SL1 United Kingdom
Job type Full time
Sector Financial / Banking / Accounting
ReferenceRQ1678907

Job description

4 Month Contract With A Local Authority


Job Purpose

To carry out financial assessments for adults receiving social care services in both Residential and Community Care, in accordance with the Care Act 2014, associated regulations, statutory guidance, and Council policy.
The role ensures that service users are charged fairly, maximises their entitlement to welfare benefits, and provides accurate financial advice and support to vulnerable adults and their carers.


Key Responsibilities

  • Complete financial assessments for adults in receipt of residential, nursing, and community-based social care services in line with the Care Act 2014.

  • Assess income, capital, savings, property, and allowable expenditure to determine service user contributions.

  • Review and reassess financial contributions following changes in circumstances or at scheduled intervals.

  • Ensure assessments are completed accurately, promptly, and in accordance with Council policies and procedures.

  • Provide comprehensive welfare benefits advice to service users and carers, including support with benefit claims, forms, and evidence.

  • Identify opportunities to maximise income through benefits, premiums, and disregards.

  • Liaise with the Department for Work and Pensions (DWP), HMRC, and other external agencies as required.

  • Communicate complex financial information clearly and sensitively to vulnerable adults, carers, and their representatives.

  • Provide reassurance and guidance while maintaining empathy, professionalism, and confidentiality.

  • Identify and escalate safeguarding concerns in line with Council safeguarding policies and procedures.

  • Ensure all work complies with relevant legislation, statutory guidance, data protection requirements, and audit standards.

  • Maintain accurate records and case notes on Council systems.

  • Respond to enquiries, disputes, complaints, and appeals relating to financial assessments and charges.

  • Work closely with social workers, care providers, finance teams, and external partners to ensure integrated service delivery.

  • Contribute to service improvement initiatives and keep up to date with legislative and policy changes.

  • Support colleagues through sharing knowledge and best practice.


Requirements

  • Knowledge of the Care Act 2014 and associated charging and financial assessment regulations.

  • Understanding of welfare benefits relevant to adults and carers.

  • Experience of financial assessment, benefits administration, or a related role.

  • Ability to analyse financial information accurately and make evidence-based decisions.

  • Strong communication skills with the ability to explain complex information clearly and sensitively.

  • Excellent organisational skills and ability to manage a varied caseload.

  • Competent IT skills, including case management and financial systems.

  • Experience working within Adult Social Care or a local authority environment.

  • Knowledge of residential and community care charging policies.

  • Experience dealing with vulnerable adults or their representatives.

  • Relevant qualification in welfare benefits, finance, or public administration.