Financial Assessment Officer

We are looking to recruit: 

• 2 x 37 hour permanent Financial Assessment Officers
• This role is designated as Agile, meaning that the position will be flexible and mobile, working from a home base, with weekly  visits to a Council Office and residents homes- where required.
• Office attendance during training is essential.

About the Role

An excellent opportunity has arisen to join our well established Client Finance Team as a  Financial Assessment Officer . We are seeking  motivated and detail oriented individuals to carry out accurate and timely financial assessments for Adult Social Care customers, in line with legislation, policy, and council procedures. 

• You will provide high quality customer service, responding to enquiries by phone, in writing, in person, or during home visits. You will also support colleagues and teams across the Council to ensure customers receive timely and fair assessments and clear information in relation to charges for social care services. 

Cheshire West and Chester Council is a place where everyone can Thrive – through our core values of Teamwork, Honesty, Respect, Innovation, Value for Money and Empowerment.

Key Responsibilities

In this role, you will: 

• Complete means tested financial assessments for Adult Social Care services in accordance with procedures and legislation. 

• Collect, verify, and record customer financial information, including disability related expenditure. 

• Provide accurate welfare benefits advice to ensure customers receive all income they are entitled to. 

• Maintain accurate records using council systems, ensuring compliance with Data Protection and security standards. 

• Support and mentor colleagues where needed. 

• Liaise effectively with internal and external partners including Social Care teams, Legal Services, DWP, Council Tax, Debt Recovery and Corporate Fraud teams. 

• Identify and refer cases of potential fraud or financial mismanagement. 

About You

We are looking for someone who can demonstrate: 

• Strong knowledge of benefits, financial assessments for care services, or experience processing means tested claims. 

• Excellent communication skills, including supporting vulnerable customers. 

• Good numeracy and ability to calculate benefit entitlement and care charges. 

• Confidence using IT systems and maintaining accurate records. 

• A positive, methodical, and customer focused approach. 

• Ability to manage competing priorities and work well as part of a team. 

Relevant qualifications such as GCSEs (including English and Maths) and evidence of continued development are essential. Knowledge of systems such as Liquid Logic or Controcc is desirable but not essential. 

How to Find Out More

For an informal discussion, please contact: 

• Theresa Thorpe, Senior Officer -  View email address on jobs.cheshirewestandchester.gov.uk | View phone number on jobs.cheshirewestandchester.gov.uk

• Rebecca Wood, Team Leader -  View email address on jobs.cheshirewestandchester.gov.uk | 01244 976192 

To find out more information about what it is like to work for Cheshire West and Chester Council including our rewards and benefits please see 

No candidate will meet every single requirement - if your experience looks a little different from what we've identified and you think you can bring value to the role, we'd love to learn more about you!

Cheshire West and Chester Council are committed to equality and diversity in employment.  Please see the  Equality Policy for more information.

Cheshire West and Chester Council have adopted a Local Living Wage for our employees which means that all employees will receive a minimum of £13.45 per hour for all contracted hours.

For any technical enquiries please email  View email address on jobs.cheshirewestandchester.gov.uk and quote job reference number in all correspondence.