Financial Assessment Visiting Officer

About the Role

We are seeking a detail-oriented, empathetic and analytical Financial Assessment Visiting Officer to support the delivery of financial assessments for individuals accessing social care services. This role ensures that people receive fair and accurate financial assessments in accordance with the Care Act and local charging policies.

The successful candidate will assess income, capital, assets and benefits, provide guidance on financial contributions, and support individuals to access relevant financial advice or benefit entitlements. This is a vital position that directly supports vulnerable individuals and helps ensure equitable access to care.

Key ResponsibilitiesFinancial Assessment & Casework

• Conduct full financial assessments for individuals receiving residential and non-residential care services.
  
• Assess income, savings, property, assets and liabilities in accordance with statutory guidance and charging policies.
  
• Determine financial contributions toward care services and provide clear explanations to individuals and families.
  
• Ensure assessments are completed accurately, promptly and in line with Care Act requirements.
  

Customer Support & Engagement

• Visit individuals in their homes or meet in community settings to complete assessments sensitively and professionally.
  
• Provide guidance on benefit entitlements and support individuals to maximise income where appropriate.
  
• Signpost individuals to independent financial advice services where required.
  
• Communicate complex financial information in a clear, supportive and understandable way.
  

Documentation & Compliance

• Maintain accurate case records, calculations and supporting evidence.
  
• Ensure all work complies with legislation, local policies, confidentiality and data protection regulations.
  
• Assist with the preparation of letters, notifications and assessment summaries.
  
• Contribute to continuous service improvements and the consistent application of charging policies.
  
  
  
  

Ideal Candidate ProfileEssential Skills & Experience

• Experience in financial assessments, benefits, welfare advice, income assessment or a similar analytical role.
  
• Strong numerical and analytical skills with excellent attention to detail.
  
• Ability to understand and apply relevant legislation and financial policies.
  
• Confident in engaging with vulnerable individuals in a compassionate, professional manner.
  
• Strong communication skills, both written and verbal.
  
• Ability to manage a caseload and meet deadlines.
  
• Competent in using IT systems, databases and digital tools.
  

Desirable

• Experience working within social care, local authority services or a regulated environment.
  
• Knowledge of the Care Act 2014, charging regulations or benefits systems.
  
• Experience conducting community visits or working directly with service users.
  

Personal Qualities

• Empathetic, patient and respectful when engaging with individuals with care needs.
  
• Highly organised with strong problem-solving skills.
  
• Able to work independently and use initiative.
  
• Professional, reliable and committed to delivering high-quality public services.
  
• Strong integrity and respect for confidentiality.
  

Pre-Employment Requirements

• Proof of Right to Work in the UK
  
• Enhanced or Standard DBS Check (role dependent)
  
• Satisfactory references
  
• Compliance with safeguarding, GDPR and confidentiality standards
  
• Participation in mandatory training and professional development
  
  
  
  

Why Join?

• Make a meaningful impact by supporting individuals through the social care financial assessment process.
  
• Gain specialist experience in care charging, financial assessments and welfare benefits.
  
• Work in a supportive team environment with opportunities to develop professionally.
  
• Contribute to fair, transparent and consistent application of social care charging policies.
  

How to Apply

Privacy Assurance

All personal information provided during the recruitment process is handled securely and processed in accordance with GDPR. Your data will be used solely for recruitment, onboarding and compliance purposes and will not be shared outside authorised channels.

Reference ID: OR18750