Financial Assessments and Charging Officer

Posted 23 February 2026
Salary 26.95
LocationWalsall WS1 United Kingdom
Job type Contract
Sector Financial / Banking / Accounting
ReferenceRQ1698922

Job description

6-month contract with a local authority

Summary
  • This 6-month contract with a local authority involves conducting financial assessments for clients receiving residential, community, or respite care. The role is crucial in determining clients' contributions towards care costs, adhering to legislation and statutory guidance. You will support a diverse range of Adult Social Care (ASC) clients, including individuals with disabilities, dementia, mental health needs, sensory impairments, and older residents.
Responsibilities
  • Manage a varied caseload, ensuring assessments comply with legislation, policy, and best practice.
  • Validate income, expenditure, and capital information, including bank statements, property details, trusts, and investments.
  • Carry out manual benefit calculations and determine accurate care charges.
  • Identify and assess deprivation of assets; conduct land registry checks and gather evidence.
  • Support deferred payment agreements (DPA), ensuring sustainability and risk mitigation.
Requirements
  • Strong working knowledge of welfare benefits, eligibility criteria, and financial assessments.
  • Experience applying Adult Social Care legislation, including the Care Act and Fairer Charging Guidance.
  • Demonstrated ability to assess property, assets, and complex capital depletion for financial assessments.
  • Experience resolving complaints, appeals, and disputes sensitively and professionally.
  • Degree in finance, business management, or equivalent experience within a financial assessment and charging environment.
  • Commitment to equality, diversity, confidentiality, and data handling.
  • Enhanced DBS check (essential for role).
Additional Information
  • Working hours: 37 hours per week
    • 08:45 – 17:00 Mon – Thurs
    • 08:45 – 16:45 Fri
  • Hybrid working: 3 days on-site, some home visits may be required.
  • Location: Walsall Civic Centre
  • Driving licence and access to a car needed.
  • Enhanced DBS also required.
  • Bi-weekly payment schedule.
The role closes soon, apply ASAP.