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Financial Assessment Officer – Oxfordshire – Adult Social Care

Our client in Oxford is looking to recruit Financial Assessment Officers to carry out the financial assessments of clients that are in the receipt of chargeable services provided by Adult Social Services in accordance with the Care Act 2014.

Benefits of the role:

  • Good payrate
  • Supportive management structure 
  • Flexible working arrangements 

Your main responsibilities as a Financial Assessment Officer:

  • To obtain and verify financial information from clients and/or their legal, business or personal representatives and carry out financial
    assessment of clients receiving chargeable care services, identifying any gaps in information and making additional enquiries as necessary so as to ensure maximum accuracy of the assessment.
  • To acquire and maintain up to date knowledge of appropriate charging regulations and procedures as detailed in the Care Act 2014
  • To acquire and maintain up to date knowledge of appropriate parts of the State Benefit system and related legislation and to offer clients advice and/or referrals to other agencies for claiming those benefits when appropriate. 
  • To inform clients of their assessed contributions, the invoicing procedure and payment methods available to them. To deal with queries arising from the assessments and invoices.
  • To inform relevant colleagues in Adult Social Care of the outcome of the Financial Assessments. To deal with queries from colleagues arising from the assessment and/or invoicing process.
  • To follow approved procedures when financially re-assessing client
    contributions including annual reviews of contributions, recording client deaths, raising final accounts, dealing with clients’ overpayments which require refunds.
  • To assist in producing reports as required and to assist in the further development of the financial assessment team and the maintenance of the team’s Control framework.
  • To provide administration of all current and new Deferred Interest Loans to include: creating new vendors in the SAP system for staged payments and final payments of invoices, Reviewing all loans annually, arranging collection of interest payable and redemption of a loan when appropriate.

What we are looking for in a Financial Assessment Officer:

  • Have a Maths and English GCSE at Grade A*-C or equivalent 
  • Have a decent IT literacy and be able to use Microsoft Office applications
  • Be able to express your views clearly in person, by telephone and in writing 
  • Have the ability to meet challenging deadlines and prioritise  your work effectively 
  • Have experience of dealing with the public 
  • Must have a DBS

Why Liquid Personnel?

  • New ‘Faster Pay’ service getting you paid more quickly
  • Twice weekly payroll
  • Free DBS and compliance service
  • Access to exclusive roles that aren’t available from other agencies
  • Free access to Liquid’s exclusive social work training and CPD portal
  • Your own dedicated consultant with extensive social work knowledge
  • Access to a wide selection of social work positions across the UK
  • “Refer a Friend” bonus – get £500 for each social worker you refer who we successfully place*
  • “Find your own job” bonus – get £250 for bringing your own position to us *

Liquid Personnel is an equal opportunities employer. Liquid Personnel Ltd is acting as an Employment Business in relation to this vacancy. * Terms and conditions apply to our bonus schemes.

We are unable to support or accept applications from candidates who are residents within the Red or Amber list of the Code of practice for the international recruitment of health and social care personnel in England, based on the World Health Organisation (WHO) Workforce Support and Safeguard List.

SAHA- 181374

21165

Financial Assessment Officer – Oxfordshire – Adult Social Care

Job details
Sector: Adult Social Work
Location: Oxforshire
Salary: £20 - £20 phr
Type: Temporary/ locum
Application for:

Financial Assessment Officer – Oxfordshire – Adult Social Care


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We are unable to support or accept applications from candidates who are residents within the Red or Amber list of the Code of practice for the international recruitment of health and social care personnel in England, based on the World Health Organisation (WHO) Workforce Support and Safeguard List.

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