Financial Assessment Officer

Job Details

Derby council are looking for someone to fill the role of an financial assessment officer they  must have experience of working in a financial environment with state benefit rules (either in a local government or central government agency). You will also have knowledge of the Residential Care Charging assessment rules and/ or the Non-Residential Care Charging Assessment rules. Have excellent communication skills, customer care skills and the experience of dealing with customers by phone, letter, email and face to face. You must have excellent attention to detail and be able to manage your own workload, ensuring set deadlines are met. You must have a flexible approach to a varied and wide range of duties.


  • 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.
  • Payrate: £18.04 umbrella