Current jobs related to Financial Assessment Officer in Carmarthen - Carmarthen, Carmarthenshire - Carmarthenshire County Council
-
Financial Services Advisor
2 days ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Carmarthen. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and building a portfolio of business opportunities.Key ResponsibilitiesDeliver financial planning advice to clients through a mixture of in-person and...
-
Financial Services Advisor
2 days ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Carmarthen. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and building a portfolio of business opportunities.Key ResponsibilitiesDeliver financial planning advice to clients through a mixture of in-person and...
-
Administrative Support Professional
7 days ago
Carmarthen, Carmarthenshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are seeking a highly skilled and professional receptionist to join our team in Carmarthen. As the first point of contact for our clients and visitors, you will be responsible for providing exceptional customer service and ensuring a smooth and efficient experience for all.Key ResponsibilitiesManage incoming calls, emails, and correspondence,...
-
Administrative Support Professional
7 days ago
Carmarthen, Carmarthenshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are seeking a highly skilled and professional receptionist to join our team in Carmarthen. As the first point of contact for our clients and visitors, you will be responsible for providing exceptional customer service and ensuring a smooth and efficient experience for all.Key ResponsibilitiesManage incoming calls, emails, and correspondence,...
-
Financial Advisor
3 days ago
Carmarthen, Carmarthenshire, United Kingdom AMG Search Full timeAbout the RoleAMG Search is seeking an experienced IFA to join our team and provide financial planning and wealth management advice to a quality client bank.Key ResponsibilitiesProvide financial planning and wealth management advice to clientsDevelop and maintain relationships with clients to drive business growthManage and develop an existing client...
-
Financial Advisor
3 days ago
Carmarthen, Carmarthenshire, United Kingdom AMG Search Full timeAbout the RoleAMG Search is seeking an experienced IFA to join our team and provide financial planning and wealth management advice to a quality client bank.Key ResponsibilitiesProvide financial planning and wealth management advice to clientsDevelop and maintain relationships with clients to drive business growthManage and develop an existing client...
-
Financial Advisor
3 days ago
Carmarthen, Carmarthenshire, United Kingdom AMG Search Full timeAbout the RoleAMG Search is seeking an experienced IFA to join our team and provide financial planning and wealth management advice to a quality client bank.Key ResponsibilitiesProvide financial planning and wealth management advice to clientsDevelop and maintain relationships with clients to drive business growthManage and develop an existing client...
-
Financial Advisor
3 days ago
Carmarthen, Carmarthenshire, United Kingdom AMG Search Full timeAbout the RoleAMG Search is seeking an experienced IFA to join our team and provide financial planning and wealth management advice to a quality client bank.Key ResponsibilitiesProvide financial planning and wealth management advice to clientsDevelop and maintain relationships with clients to drive business growthManage and develop an existing client...
-
Financial Planning Specialist
7 days ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor RoleWe are seeking an experienced Financial Advisor to join our team in Carmarthen. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and growing your own client bank.Key Responsibilities:Deliver financial planning advice to clients through a mixture of in-person, virtual, and phone-based...
-
Financial Planning Specialist
7 days ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor RoleWe are seeking an experienced Financial Advisor to join our team in Carmarthen. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and growing your own client bank.Key Responsibilities:Deliver financial planning advice to clients through a mixture of in-person, virtual, and phone-based...
-
Financial Services Advisor
2 days ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Carmarthen. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and growing your own client bank.Key ResponsibilitiesDeliver financial planning advice to clients through a mixture of in-person and virtual...
-
Financial Services Advisor
2 days ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Carmarthen. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and growing your own client bank.Key ResponsibilitiesDeliver financial planning advice to clients through a mixture of in-person and virtual...
-
Financial Services Professional
6 days ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Full timeFinancial Advisor RoleWe are seeking an experienced Financial Advisor to join our team in Carmarthen. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and growing your own client bank.Key Responsibilities:Deliver financial planning advice to clients through a mixture of in-person meetings, virtual meetings,...
-
Financial Services Professional
6 days ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Full timeFinancial Advisor RoleWe are seeking an experienced Financial Advisor to join our team in Carmarthen. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and growing your own client bank.Key Responsibilities:Deliver financial planning advice to clients through a mixture of in-person meetings, virtual meetings,...
-
Financial Advisor
3 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As an Independent Financial Adviser, you will have the opportunity to work from home and enjoy a high level of autonomy in your role.Key ResponsibilitiesDeliver financial advice to clients through a mixture of in-person meetings, virtual consultations,...
-
Financial Advisor
3 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As an Independent Financial Adviser, you will have the opportunity to work from home and enjoy a high level of autonomy in your role.Key ResponsibilitiesDeliver financial advice to clients through a mixture of in-person meetings, virtual consultations,...
-
Financial Advisor
2 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As an Independent Financial Adviser, you will have the opportunity to work from home and enjoy a high level of autonomy in your role.Key ResponsibilitiesDeliver financial advice to clients through a mixture of in-person meetings, virtual consultations,...
-
Financial Advisor
2 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As an Independent Financial Adviser, you will have the opportunity to work from home and enjoy a high level of autonomy in your role.Key ResponsibilitiesDeliver financial advice to clients through a mixture of in-person meetings, virtual consultations,...
-
Financial Advisor
2 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As an Independent Financial Adviser, you will have the opportunity to work from home and provide financial planning advice to clients in the Carmarthen area.Key ResponsibilitiesDeliver financial planning advice to clients through a mixture of in-person...
-
Financial Advisor
2 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As an Independent Financial Adviser, you will have the opportunity to work from home and provide financial planning advice to clients in the Carmarthen area.Key ResponsibilitiesDeliver financial planning advice to clients through a mixture of in-person...
Financial Assessment Officer in Carmarthen
4 months ago
Applications are invited from enthusiastic individuals who want to be part of a small team undertaking financial assessments for residents admitted to care homes.
The successful candidate will provide information, assistance and advice to service users and their representatives so will need excellent communication and customer service skills. They will undertake financial assessments in line with legislation and guidelines therefore will need to be organised, and able to work accurately and efficiently in a busy working environment, whilst being flexible and adaptable to change.
They will also need good numeracy and literacy skills and will need to pay attention to detail and have an investigative mind.
You will need a good level of conversational Welsh. Reasonable supportcan be provided on appointment to reach this level.
Key responsibilities
- Provide information, assistance and advice to service users and/or their representatives in relation to aspects of financial assessments and charging for Social Care services.
- Undertake financial assessments in line with legislation and guidelines for residents admitted into residential and/or nursing care homes and for service users accessing chargeable Non-Residential Social Care services to ensure that the correct charges are applied.
- Be the first point of contact for service users and/or their representatives and assist with completing the forms required for the financial assessments.
- Collect the financial information and evidence required to undertake financial assessments from service users and/or their representatives in their own homes, or from service users and/or their representatives in care homes.
- Secure debts by promoting deferred payment agreements and registering legal charges against service users' assets where appropriate.
- Identify entitlement to and assist service users in claiming housing benefit and other welfare benefits where appropriate to maximise income for service users.
- To be aware of and be able to identify potential safeguarding issues that will affect service users and to take the appropriate action when necessary to safeguard their finances.
- Record and maintain information and data used by managers and others for statistical returns, managements reports and performance analysis.
- Provide support to the Team Leader and team.
- Work interchangeably with other teams within the division and undertake any other reasonable duties at a level commensurate with the grade.
Job Related Skills and Competencies
- The ability to carry out complex calculations in line with charging regulations.
- Ability to learn, understand and interpret complex Charging legislation and policies.
- Good Numeracy skills.
- Good Literacy skills.
- Ability to work effectively under time and accuracy-related demands.
- Ability to manage your own time, taking initiative, organising and planning workloads to meet specific timescales.
- Ability to contribute to effective team working.
- Good Organisational skills.
- Good IT skills.
- Effective written and oral communication skills.
- Ability to deal with irate people in a professional manner.
- Understanding and respect of confidentiality and GDPR requirements.
- Ability to travel around the County.
Knowledge
- Understanding and/or knowledge of Local Authority processes, in particular those in the Health and Social Care services.
- Understanding and/or knowledge of Health and Social Care legislation.
- Understand and/or have experience of processes for claiming welfare benefits.
- Knowledge of administrative and office procedures
Experience
- Clerical/administrative experience in a financial environment.
- Experience of using computerised financial client database.
- Experience of using word processing and spreadsheet packages, in particular Microsoft Word and Excel.
- Experience of dealing with members of the public
- Experience of working to deadlines.
