Financial Assessment Officer

• _Financial_Assessment_Officer_-_JD_-_G6

Please apply online via the link provided.

Please note, we do not accept CVs submitted without a fully completed online application form.

Financial Assessment Officer

We have a fantastic opportunity to available for a Financial Assessment Officer to join our Financial Assessments & Payments Team within Adult Social Care here at Wokingham Borough Council, on a full time, 12-month fixed term contract.

As Financial Assessment Officer, you will be part of the Financial Assessments & Payments Team within Adult Social Care. This role is responsible for determining whether individuals are required to contribute financially towards the cost of their care, in accordance with the Council’s policy and the Care Act. Where applicable, the role also involves ensuring that individuals receive their full entitlement to welfare benefits and allowances.

Benefits

Not only is this an excellent opportunity, but it’s a fantastic time to join our team. You will receive an extensive range of employee benefits including:

⭐ A generous annual leave entitlement of 28 days (rising to 33 days after 5 years continued local government service, plus Bank Holidays

⭐ An excellent local government pension scheme

⭐ An employee assistance programme including 24/7 wellbeing helpline

⭐ A range of local & lifestyle discounts

⭐ Use of a free onsite gym (located at Shute End office)

⭐ Salary sacrifice car & cycle to work schemes

⭐ And much more

Key responsibilities:

• Conducts financial assessments and annual reviews under the Council’s Charging Policies and other legal frameworks, through desk-based work, in accordance with defined legislation, procedures and timescales so that the Council may correctly charge for social services care packages, respite and residential care.
• Ensure that assessments and case visits are dealt with correctly and in a timely manner, giving advice and guidance as required
• To obtain, record, review, verify and collate financial information/evidence for financial assessment and to undertake all aspects of the financial assessment work both for non-residential adult social care charging and Charging for Residential accommodation within agreed timescales to meet team targets. This could be through a variety of channels including home visits, appointments at the Council’s Offices, e-mail, post, or telephone.
• Keep updated with current legislation and government changes, specifically in connection with the Care Act 2014 and the Mental Capacity Act 2005.
• To help train and coach colleagues on the team including new colleagues and cross training within the team as well as attendance at relevant meetings.

Candidate requirements

• Experience of working in an office environment.
• A commitment to embracing change.
• The ability to interpret, extract and assess important information.
• The ability to work with volume and be accurate.
• Customer service ethos, striving to continually improve.
• The ability to work on their own initiative and take ownership as well as working as part of a team.
• Working with colleagues to achieve service performance targets.
• Good IT skills.

Our Area

Wokingham Borough is set in the heart of Berkshire with excellent transport links to Reading and central London. Our area comprises of a vibrant and historical market town, attractive villages, and miles of beautiful countryside.

We’re home to a range of high performing schools, a host of international businesses and an incredible community. We have a strong local economy with accelerated growth, a range of excellent public facilities and low levels of crime, offering an exceptional quality of life.

If you’re interested in this exciting opportunity, click the link below and apply today!

Or for an informal discussion, please contact Lynn Smith - lynn.smith@wokingham.gov.uk

Closing Date: 19th October 2025, 11pm

Interview Date: TBC

Whilst this is a fixed term contract appointment, for anyone already employed by Wokingham Borough Council this would be classed as a secondment if successful. Therefore, the usual permission requests for secondments apply and you must speak to your line manager in the first instance before applying.

If your application is shortlisted for an interview, you will be required to provide proof of your right to work in the UK at that stage. Additionally, successful candidates must present proof upon receiving a job offer.

Please note that all offers are conditional and subject to the satisfactory completion of pre-employment checks.

Please be aware that we will be reviewing the applications we receive on a daily basis, and we reserve the right to close the advert early if suitable candidates are identified.

Wokingham Borough Council is committed to safeguarding and promoting the welfare of children and vulnerable adults and expects all staff, other workers and volunteers to share this commitment. All successful candidates for this role will be subject to Disclosure & Barring Service (DBS) checks along with other relevant employment checks.

Due to the high volume of applications we receive, we regret that we are unable to respond to every applicant individually.

If you do not hear from us within 4 weeks of the application closing date, please assume that your application has not been successful on this occasion.

We appreciate your interest in joining Wokingham Borough Council and thank you for taking the time to apply.

Wokingham is an equal opportunities employer.