Financial Assessment & Income Officer

Job Title: Financial Assessment & Income Officer

Starting Salary: £31,537 progressing to £34,434 per annum (pay award pending)
Hours: 37
Location: Stevenage (with potential for Hybrid working)
Contract Type: Permanent
Directorate: Adult Care Services

About the team

The Adult Care Services Income and Financial Assessments Team plays a vital role in ensuring that people receiving care services are financially assessed fairly, consistently, and in line with legislation.

The team is responsible for assessing clients’ contributions towards the cost of their care across a range of services, including community-based care, residential care, short breaks, and respite care. We work closely with individuals, families, and professionals to ensure processes are transparent, supportive, and compliant with the Care Act 2014.

About the role

As a Financial Assessment & Income Officer, you will be responsible for completing accurate and timely financial assessments to determine individuals’ contributions towards their care.

Key responsibilities include:

- Conducting financial assessments for community-based care, residential care, short breaks and respite services

- Gathering, reviewing, and verifying financial information

- Applying Care Act 2014 legislation

- Explaining charges clearly and empathetically

- Maximising benefit entitlement

- Managing a caseload and meeting deadlines

- Responding to queries via phone, email and written correspondence

- Working collaboratively with internal teams

About you

Essential:

- Customer service experience

- Strong communication skills

- Good numeracy skills

- Excellent organisational skills

- Ability to prioritise workload and meet deadlines

- Strong IT skills

- High attention to detail

Desirable:

- Experience in Adult Social Care or financial assessments

- Knowledge of Care Act 2014

- Understanding of welfare benefits

What We Offer

- Generous annual leave

- Local Government Pension Scheme

- Hybrid working options

- Training and development opportunities

- Supportive team environment

We welcome applications from candidates who currently reside in the UK with established proof of right to work documentation. We are not able to offer sponsorship at this time for this role.

This job role is Level 8. Please locate the job profile here:

Job profiles - Corporate services

To hear more about this opportunity please contact Stephanie.Wilson@herfordshire.gov.uk for an informal discussion about the role.

Interview Date: to be confirmed

Benefits of working for us

How to apply

As part of your application, please upload your most recent CV. Ensure your CV is up to date with your employment history (including any employment gaps), and including any training/qualifications. We encourage you to include examples of where you have demonstrated the requirements/criteria in the advert / job profile to allow the panel to fully recognise your skills and abilities. You will have the opportunity to include a short covering paragraph within your application to give us a little more information about your skills, knowledge, and experiences.

Additional information

We are changing
Hertfordshire County Councilis undergoing Local Government Reorganisation (LGR). If you are employed by Hertfordshire County on 1 April 2028, it is expected that most roles will transfer to the newly-created unitary councils on existing terms and conditions under TUPE (Transfer of Undertakings – Protection of Employment) principles.

LGR is one of the biggest changes we will face in a generation. It will reshape how we work and how services are organised and gives us a real opportunity to build something better. To find out more, visit https://www.hertfordshire-lgr.co.uk/

Disability Confident
We are proud to be a Disability Confident employer and guarantee an interview to anyone disclosing a disability whose application meets the minimum criteria for the post.

Safeguarding
This role has been identified as requiring a Disclosure & Barring Service (DBS) check.

English Fluency
The ability to converse at ease with members of the public and provide advice in accurate spoken English is essential for the post (for those whose language is a signed language the provision of a sign language interpreter who speaks English to the necessary standard of fluency will be required). Further information about the legal requirement can be found here.