Financial Assessment Officer – Transactional Services

Financial Assessment Officer – Transactional Services 150 150 TCLRec
Financial Assessment Officer - Transactional Services
Contract / Temporary

Ealing 7700-1

Posted: 10th May 2024 17:30
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  • Pay Rate:

    £19.50 per hour PAYE

  • Hours per Week:

    35 Monday – Friday, normal working hours

  • This opening assignment is for 3 months


    W5 2HL

What's involved with this role:

Temporary Financial Assessment Officer - Transactional Services

Reference no: Ealing 7700-1

Pay Rate: £19.50 per hour PAYE

35 Monday – Friday, normal working hours

This opening assignment is for 3 months


Basic DBS disclosure required

A Financial Assessment Officer is required to be responsible for assisting the Principal Finance Officer in the efficient and effective provision of a comprehensive financial assessment and billing function for care fees and in providing a high level of customer care in accordance with statutory requirements and the Council's policies and procedures.

Key responsibilities

  • Ensure the timely completion of financial assessments including obtaining financial information in order to advise customers, often vulnerable and/or their representatives of any contribution towards an Individual Budget/care fees.
  • Responsible for assisting in the efficient and timely raising of customer’s bills for care fees and for liaising with other Adults’ Services and Finance teams in order to advise them of the customers net contribution towards care fees in accordance with legislation, statutory regulations and the Council’s policies and procedures.
  • Ensure providers and direct payment customers are paid the correct amount in line with commissioned services, including identifying and verifying discrepancies, while ensuring that all processes are completed in a timely manner to allow prompt payment.
  • Assist in the efficient completion of the annual financial re-assessment process in accordance with statutory regulations and the Council’s policies and procedures, to maximise income due to the Council.
  • Responsible for the on-going maintenance, reconciliation, refunding and review of financial assessments and assisting in the efficient and timely completion of the annual closing of accounts process.
  • Responsible for providing accurate information and calculations to care managers to enable panel administrators to make informed decisions regarding eligibility for funding for self-funders.
  • Assist in the preparation, analysis and provision of accurate financial and management information to be included in statutory returns and reports, in line with statutory requirements and the Council’s policies and procedures.
  • Contribute to service plans and reviews, including the cost effectiveness of services, in line with the Council’s policies and procedures in order to achieve best value.
  • Assist in the review and update of all documentation, policies and procedures and compliance with statutory requirements in line with professional standards and the Council’s policies and procedures.
  • Conduct effective meetings with customers, often vulnerable and/or their representatives in person at the council or during home visits.

NB: Please feel free to apply to us direct via [email protected] by quoting the job reference and job title exactly.

To help speed up the process of uploading your CV to the client we would suggest that you send us your CV in Word format (or equivalent) if possible, rather than as a PDF

If you are successful in securing this role, please note that for the entire duration of this contract, regardless of extension you will be working this role at the PAYE rate that has been advertised. For absolute clarity, we only work on a PAYE basis, rather than entertaining umbrella pay terms, we do not offer Ltd/umbrella or outside IR35 rates. If you wish to understand PAYE vs Umbrella more, please let us know and we can send you some additional information for clarity.

Due to the number of CVs being sent to us under current market conditions, we cannot, unfortunately, respond to all applications. If, therefore, you have not heard from us within 3 days please make a working assumption that you have not been shortlisted on this occasion. We will, however, be very happy to receive future applications from you for other roles

Please quote the Job Title & Vacancy Reference No. in your application, or we will be unable to match your CV to the role being applied for.

Other “Essential Requirements” – Please check to ensure that your CV addresses the following items:

Unless the DBS requirement stated above is for a Basic Disclosure, your DBS must be either through us or be accompanied by a subscription to the DBS updating service.


  • Have or be studying towards an appropriate qualification e.g. GCSE Maths or NVQ I in Finance or Administration, or equivalent work based experience.


  • A working knowledge of financial administration including the financial assessment process and reconciliations.
  • Knowledge and ability to use Information Technology, in particular MS Excel at an advanced level, Word, PowerPoint and bespoke IT systems.
  • An understanding of Department of Health and Social Care (Care Act 2015), Department of Work and Pensions benefit legislation and other relevant central and local government legislation.


  • Experience in financial assessments for Adult’s Social Care

Skills & Abilities:

  • Strong IT skills including Microsoft packages or equivalent (e.g. G Suite).
  • Ability to communicate effectively both in person and in writing with staff, external agencies, customers and their representatives.
  • Ability to deal effectively with queries and to provide appropriate advice and guidance as required.
  • Ability to deal objectively and with empathy with distressed or angry customers in order to obtain information, negotiate successful outcomes and explain financial contributions.
  • Ability to deal with high volume workloads, ensuring attention to detail and accuracy is maintained.


Please note that clients invariably ask us to strip out contact details from CVs before we submit them for consideration. This is always quicker and easier to do if you send your CV to us in Word format, rather than as a PDF please

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If you would prefer to send a CV straight to us rather than by way of an on-line application, you are very welcome to do so via [email protected] but please quote both the job reference and job title exactly as they appear below:
Job Ref: Ealing 7700-1
Financial Assessment Officer - Transactional Services
Client Category: Local Authority

Anticipated Length of Assignment: Unless otherwise stated (we do carry the occasional permanent vacancy) all of our roles are technically temporary, though opening assignments can be and often are, extended by clients on a longer term basis and can sometimes become permanent.

Please do try to resist contacting us with requests for progress updates.

We really do read every CV sent to us. All applications will be acknowledged by a human, not a robot, provided the job remains live and provided your CV meets the “Essential Requirements” listed.

Please note that we do our level best to take down ads as soon as roles have been filled. We are not in the business of harvesting CVs.

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Job Ref: Ealing 7700-1
Financial Assessment Officer - Transactional Services
Client Category: Local Authority

CV Tips

Your CV needs to be current with your most recent role. We won’t be able to submit it with any unexplained gaps in employment. It will save time and improve your chances of success if we can put your CV forward immediately without having to ask for revisions.

Your CV must cover the “Essential Requirements” of the role. Ideally you will address the “Essential Requirements” on each job description page directly, in a bullet point list. Please include any DBS details and other qualifications called for.

Your CV should clearly state that you are available to start work either immediately, or at short notice. In general, our clients are unable to work with notice periods of more than 1 week from the point at which a role is offered, 2 weeks at the very most.

We do not put forward covering letters, so please ensure that your CV in contains all relevant information being called for.

We recommend that you consider sending us a CV suitably tailored CV for each role that you apply for. Job board aggregator sites will generally store only one version of your CV, which can be a bit limiting, so this is to your advantage.

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