Financial Assessment Officer

4 months ago

Derby, United Kingdom Business Smart Solutions Full time

**Rate**:£18.00 per hour umbrella
**Term**:3 months
**Hours per week**:37
**Location**: Derby
Key tasks and duties will include:

- To provide a high level of financial and administrative support to customers in receipt of community-based support and to providers delivering services on behalf of the Council in terms of verifying financial assessments, collecting income, paying providers, managing customer’s direct payment accounts and pursuing debt recover.
- To financially assess, collect income, pay fees and monitor debt in respect of clients who reside in Residential/Nursing homes under statutory rules and ensure necessary support in terms of finances, safeguarding and welfare is given to the customer or their representative.
- Inputting accurate data onto financial systems. To ensure the data held on our systems is accurate we action various reports and liaise with other departments on a monthly basis to ensure a high level of accuracy and customer satisfaction.
- To interpret and process financial data held on the Home Care Charging’s Financial System in order to pay domiciliary care providers correctly in accordance with the contractual deadlines and Derby City Council’s terms and conditions for domiciliary care.
- To trigger new financial assessments to be carried out and check that they are completed.
- To validate financial assessments and inform the customer about the outcome adhering to statutory legislation, State Benefit Rules and the Data Protection Act ensuring accuracy, fairness and security of information while maximising customer’s income.
- To make arrangements to collect the home care charges assessed in accordance with the statutory rules and financial procedures to meet legal requirements and to secure money for the Department’s budget.
- Calculating and checking direct debits and subsequently re-calculating direct debits from monthly reports
- To monitor, process, investigate and validate expenditure incurred by direct payment customers to identify any unauthorised or unaccountable use of the funds. Trigger the claiming back of accumulated money and chasing unpaid contributions in accordance with the Direct Payment and Adult Social Care Charging Policies
- To monitor, collect and instigate debt recovery proceedings in respect of the charges raised for community-based services, overpaid direct payments monies and overpaid fees to the domiciliary care providers.
- Inputting the provider invoices promptly and accurately ensuring that set target dates are achieved and to deal promptly with queries from the department’s creditors ensuring the accuracy of submitted invoices.
- To raise invoices to the Clinical Commissioning Group to reclaim agreed amounts for partially funded customers.
- Raising invoices and responding to queries from internal departments, creditors and debtors
- To assist, maintain and to develop skills and knowledge and to contribute to the continuous improvement to services we provide for direct payments, Domiciliary Care and Fairer Contributions.
- To process financial and client information, entering this onto the Residential Care Charging System to pay homes every four weeks within contractual deadlines and Derby City Council’s terms and conditions for residential care.
- To carry out the financial assessment of accommodation charges and 3rd party charges under statutory legislation, also taking account of the current State Benefit Rules, and the Data Protection Act ensuring accuracy, fairness and security of information.
- To make arrangements to collect the accommodation charges assessed in accordance with the statutory rules and financial procedures to meet legal requirements and to secure money for the Department’s budget.
- To deal with a customer’s income as Appointee, both state benefits and occupational pensions and savings enabling them to pay their charges for care, deal with any financial issues they may have and to arrange for them to receive the statutory allowances and any additional money needed to ensure a quality of life.
- To collect debt in respect of the charges for customers in residential care and fees overpaid to residential/nursing homes including commissioning legal action where necessary to secure the charges due for the care and to the Department.

**Requirements**:
**Pre-Compliance Checks for Successful Applicants**:
At BSS, we uphold the highest standards of screening and trust for every role. Successful applicants will undergo a comprehensive pre-compliance process in line with the Baseline Personnel Security Standard (BPSS). This includes:

- **Identity Verification**: Confirming the authenticity of your identity documents.
- **Employment History Checks**: Reviewing your occupation history for the past 3-5 years (depending on client requirement).
- **Right to Work Verification**: Ensuring you have the legal right to work in the UK.
- **Unspent Conviction Check**: Conducting a Basic DBS Check to reveal any unspent conv

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