Assessment Officer Full Time Care Finance Assessment Team

2 weeks ago


Preston, United Kingdom Lancashire County Council Full time

Salary £28,142 - £32,061 per annum | Permanent, Full Time | 37 hours per week | Care Finance Assessment Team - Exchequer Services | County Hall, Preston (agile working applies)

**About Lancashire County Council**:
Lancashire is one of the largest local authorities in England, serving around 1.2 million residents across a diverse and expansive region. We are committed to delivering high-quality services that make a real difference in people’s lives.

**About the Role**:
We have an exciting opportunity for a motivated and empathetic individual to join our busy Care Finance Assessment Team as an Assessment Officer. You will complete financial assessments for adults receiving care services in residential/nursing homes, their own homes, or the community.

**Your role will involve**:

- Calculating what individuals can afford to contribute towards their social care services in line with statutory guidance and local policy.

- Explaining charges clearly and sensitively.

- Completing welfare benefit checks using Department for Work & Pensions systems and signposting individuals to claim benefits to which they are entitled.

- Conducting home visits and telephone assessments with professionalism and empathy.

**Key Responsibilities**:

- Conduct financial assessments via telephone or home visits.

- Communicate sensitively and professionally with vulnerable individuals and their families, respecting diverse needs.

- Liaise with colleagues and partner agencies to provide advice, guidance and signposting.

- Meet performance targets and manage your workload independently.

- Maintain accurate records and produce clear, concise written communication.

**What We Are Looking For**:
We are looking for someone who is:

- Experienced in administrative work, ideally within a social care finance or welfare benefit setting.

- Skilled in communicating effectively and empathetically with vulnerable individuals.

- Highly literate and numerate, with an aptitude for working with figures.

- Able to follow processes whilst contributing to service improvement.

- Proficient in IT systems, including Word, Excel, Outlook and Teams.

- Organised, self-motivated, and able to work independently to meet deadlines/targets.

- A team player who can work effectively as part of a team.

**Desirable**:

- Knowledge of the Care Act 2014 and Department for Work & Pensions benefit entitlements.

- Previous experience of financial assessments (training will be provided).

Essential:

- Full UK driving licence and access to a car insured for business use (reasonable adjustments considered for disability).

**Why Join Us?**

- 26 days annual leave (rising with service, plus Bank Holidays)

- Generous pension scheme

- Access to a wide range of training and development opportunities

- Supportive team environment

**Further Information**

For an informal discussion, contact:

- Richard Beckwith, Team Leader - Central Area Care Finance Assessment Team, on 01772 534360
- Janice Stevens, Team Leader - East Area Care Finance Assessment Team, on 01772 530580 (Monday to Wednesday)
- John Read, Team Leader - East Area Care Finance Assessment Team, on 01772 531336 (Thursday & Friday).

Grade profile

Person specification



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