Temporary Financial Assessments Visiting Officer

Temporary Financial Assessments Visiting Officer 150 150 tcl-admin
Temporary Financial Assessments Visiting Officer
Contract / Temporary

Merton 5196590

Posted: 14th January 2022 16:00
  • Pay Rate:

    £14.65 per day PAYE

  • Hours per Week:

    37 Monday – Friday, normal working hours

  • 5 months

  • Essex,

    RM17 6SL

What's involved with this role:

Temporary Financial Assessments Visiting Officer (Admin and Clerical)

Reference no: Merton 5196590

The Team is looking for an experienced candidate to provide a comprehensive finance assessment and administration within all aspects of Adult Social Care, as well as helping the Financial Assessment Team generating income for stated services.

Key responsibilities:

  • Responsible for making decisions around how to interpret local government finance, alert internal stakeholders to take the correct action and assist in developing strategies so that financial regulations and procedures are effectively and legally adhered to. To meet expectations with regards to the level of productivity and income generation.  To play a key role in ensuring the financial uplift process at the end of each financial year, assisting the manager to ensure it is fully and accurately implemented within the specified time frames.
  • Carry out required investigations in accordance with policy guidance and make appropriate decisions in the absence of the team manager.
  • Ensure financial information submitted and used for financial assessment purposes is fully declared as outlined within policy and regulations. All financial information must be evidenced as defined within policy, scanned and recorded for audit and verification purposes.
  • Making decisions on the day-to-day management of a complex caseload and complex financial calculations both financial assessment related and forecasting and sustainability (deferred payment) cases. Liaising with Legal Services when dealing with property cases or legal/financial disputes
  • Making financial decisions on the appropriateness of the customers assessed charge.
  • Ensure that appropriate, financially sustainable financial solutions are offered to all customers meeting the eligibility criteria, in the form of a deferred payment.
  • Ensure that contractual terms are sustainable, that the customer is fully informed and knowledgeable and that security on property is fully completed with legal compliance.
  • Ensuring that customers are made aware of a correct contribution as quickly as possible and within the time lined expectations of the department.
  • Working closely with the customer and/or their financial representatives to obtain all necessary financial information and a signed and completed financial assessment form.
  • Production of financial assessments and the communication of assessed contributions to all parties involved, ensuring the end to end business process is complete.

NB: Please feel free to apply to us direct via [email protected] by quoting the job reference and job title exactly. SEE DETAILS AT THE BOTTOM OF THIS AD.

If you have previously applied to one of our vacancies and have already sent the required supporting documentation to us, please make this clear when you re-apply as this will help speed up your application.

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.

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

  1. Our clients are generally seeking applicants who are reasonably local, so on that basis we would ideally like you to supply us with your address (or at least your post code) and a telephone number so that we can reach you during working hours.
  2. Your recent UK working experience going back at least 5 years, or full employment history if you have been working for fewer years than this.
  3. Your availability to work either immediately, or at short notice.
  4. Minimum of 12 months recent experience in a similar role, or context and ideally within a public sector organisation.
  5. Experience/Knowledge:
    1. Extensive knowledge of the responsibilities and operational activities of the Adult Social Service, end to end is essential.
    2. An understanding of our customer needs and expectations and a commitment to the continuous improvement of service delivery.
    3. An understanding the need for Safeguarding vulnerable adults and the referral process.
    4. Knowledge of welfare benefits and understanding of local authority finance in social care setting is essential.
    5. Experience of working with social care charging policies for both residential and non-residential clients and the processing, calculation and application of policy is essential.
    6. Previous effective experience with vulnerable client group and effective and persuasive communications with associated agencies.
    7. The ability to undertake visits and interview challenging and vulnerable customers in their own home.
  6. Skills:
    1. Work on your own initiative and have a proactive quality to get the job done.
    2. Good communication and interpersonal skills with the ability to communicate clearly both verbally and in writing, with an understanding that customer service is paramount, particularly in relation to financial knowledge and interpretation etc.
    3. Accurately interpret, practise and provide feedback on council and national charging policy.
    4. Be responsible for case reconciliation and resolution ensuring the end to end business process is completed thoroughly.
    5. Organise high volumes of workloads and manage conflicting priorities within strict deadlines.
    6. Demonstrate that you are proactive and willing to work additional hours to meet deadlines or peaks in workload.
    7. Adapt readily to change and work effectively in a variety of situations, either with groups or individuals.
  7. ICT Skills: Strong IT skills including Microsoft packages or equivalent (e.g. G Suite).

Other preferable/desirable details to include on your CV, if applicable:

  1. Any local authority/public sector experience
  2. Any relevant qualifications held or being studied for.


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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: Merton 5196590
Temporary Financial Assessments Visiting Officer
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.

Important: We will interpret your application as being permission to submit your CV to this role (with the right to represent you) unless you advise us to the contrary.

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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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