Financial Assessor/Admin – Property Services

Financial Assessor/Admin – Property Services 150 150 TCLRec
Financial Assessor/Admin - Property Services
Contract / Temporary

Blackburn 0008 8494 / 1

Posted: 20th March 2024 09:03
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  • Pay Rate:

    Up to £16.63 per hour PAYE depending on experience

  • Hours per Week:

    37 Monday to Friday, normal working hours

  • This opening assignment is for 3 months

  • Blackburn,

    BB2 1DH

What's involved with this role:

Temporary Financial Assessor/Admin - Property Services

Job Ref: Blackburn 0008 8494 / 1

Pay Rate: Up to £16.63 per hour PAYE depending on experience   

Hours per week: 37 Monday to Friday, normal working hours 

Role Length: This opening assignment is for 3 months

City: Blackburn

Enhanced DBS disclosure required for this role

This role is office based due to the training requirements but once trained the successful candidate would manage their own appointments and their own time.

The purpose of the role is to develop and maintain accurate reconciliations of financial systems to ensure robustness and integrity of records together with a sound audit trail of transactions within the Adult Social Care System (Mosaic) and the finance system (Civica).

Key Responsibilities:

  • To assist in the management of the Transaction Finance Team to maintain high professional standards and a quality Finance Administration Service advising Line Managers on key financial issues affecting the team.
  • Carry out financial assessments for Adult Social Care Clients to assess their ability to pay towards the cost of their care, and to ensure their benefit entitlements are maximised.
  • Promote the team’s activities and engage Social Services teams through regular cross cutting meetings.
  • Arrange and conduct home visits in order to access and calculate financial assessments for residential and non-residential clients in an accurate and timely manner. Ensuring client benefits are maximised through the assessment, by completing the relevant checks and application forms.
  • Support the Team Leader to maintain detailed records of all charges secured against client properties and any Deferred Payment Agreements entered into between the Council and Clients in accordance with the authority’s obligations under the Care Act 2014.
  • Provision of information, advice and guidance on the Deferred Payments Scheme, to work alongside the Team Leader to set-up and maintain records of Deferred Payment Agreements (DPAs) with Adult Service clients on behalf of the authority, in accordance with emerging legislation and current accounting standards and practice including the maintenance of DPA administration and interest charges and provision of periodic statements on the DPA account for the service user or their financial representative.
  • Support the Senior Team Leader in the review and implementation of key policy and procedure developments for Deferred Payment Agreements (DPAs) including on line systems within the local authority.
  • Report suspected financial abuse to direct line management as soon as possible and in a sensitive manner.
  • Ensure working knowledge of client benefits is current and in line with latest developments.
  • Accurately update the computerised financial information system with details of completed financial assessments, as well as any other information relating to clients, providers and other related issues.


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.

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.

Full UK driving licence.



  1. English and Mathematics GCE or equivalent relevant qualification.
  2. Member of/Working towards a professional accountancy body (CCAB), AAT qualification or equivalent desirable.


Skills & Experience

  1. Minimum of 12 months recent experience in a similar role, or context and ideally within a public sector organisation.
  2. Must have up to date DWP benefits experience and be able to support vulnerable people with claiming any entitlements.
  3. Experience of working within a finance environment, it would be desirable to be within the area of Social Services within the Public Sector.
  4. Experience of working with vulnerable people and their families is essential.
  5. Analysis and interpretation of financial information.
  6. Working successfully to tight deadlines.
  7. Excellent communication and people skills including face to face interactions with members of the public.
  8. It would be helpful to have experience of supervising staff, workload planning together with technical and soft skill training to enhance team’s ability to optimise performance.
  9. A good working knowledge of the ASC financial system is desirable.
  10. Knowledge and understanding of the range of services provided by local authorities and associated accounting issues together with knowledge of social care financial policy and procedure and of central and local government legislation in relation to charging and costing of packages of client care.
  11. Strong IT skills including Microsoft packages or equivalent (e.g. G Suite).
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: Blackburn 0008 8494 / 1
Financial Assessor/Admin - Property 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.

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Job Ref: Blackburn 0008 8494 / 1
Financial Assessor/Admin - Property Services
Client Category: Local Authority

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