Financial Assessment Officer

1 week ago

Wokingham, United Kingdom Wokingham Borough Council Full time

**Employer**: Wokingham Borough Council
**Salary**: £31,537 - £35,413 Per Annum, Plus Benefits
**Location**: Wokingham
**Contract**: Contract
**Working Pattern**: Full Time
**Hours**: 37 hours per week.
**DBS Check**: Yes
**Closing Date**: 19/10/2025 at 23:00
**Reference**: 712369

**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
- 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.
- 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.

**Closing Date**:19th October 2025, 11pm

**Interview Date**:TBC
- We appreciate your interest in joining Wokingham Borough Council and thank you for taking the time to apply._
- Wokingham is an equal opportunities employer._

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