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Financial Assessment and Benefit Officer (FAB)

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Portsmouth City Council

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Location:
United Kingdom , Portsmouth

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Category:
Finance

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Contract Type:
Not provided

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Salary:

32061.00 - 36363.00 GBP / Year
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Job offer has expired

Job Description:

The purpose of this role is to ensure timely and accurate financial assessments are completed for Adult Social Care clients (or their legal representatives) which are often completed at their main residence. This will involve carrying out a detailed analysis of their financial circumstances, assessing how much they are required to contribute towards the cost of their Adult Social Care and support services funded through the Local Authority. You will provide high quality welfare rights and benefits advice and ensure that clients and their carer's are supported to receive all the benefits to which they are entitled. You will be collecting sensitive personal, financial information, relevant to the financial assessment process and providing a high-quality welfare rights and benefits advice within the client's home. You will be supporting customers or their carers/spouse with benefit applications where appropriate and notify them of their assessed maximum charge and explain how contributions are calculated.

Job Responsibility:

  • Carrying out a detailed analysis of clients' financial circumstances
  • assessing how much clients are required to contribute towards the cost of their Adult Social Care and support services
  • providing high quality welfare rights and benefits advice
  • collecting sensitive personal, financial information relevant to the financial assessment process
  • supporting customers or their carers/spouse with benefit applications
  • notifying clients of their assessed maximum charge and explaining how contributions are calculated

Requirements:

  • Proven experience in working within a front-line customer facing service
  • understanding of the chargeable services provided by Adult Social Care and of the Care Act 2014 and how this underpins charging frameworks
  • experience of working with DWP Welfare Benefits with knowledge of those that may be applicable to people with disabilities
  • understanding of completing financial assessments
  • ability to identify entitlement to unclaimed benefits, means tested benefits, premiums and state pension providing whilst providing client support
  • excellent attention to detail and ability to interpret financial evidence
  • strong numeracy skills
  • good communication skills both written and verbal
  • ability to prioritise and plan your workload
What we offer:

Hybrid working

Additional Information:

Job Posted:
May 10, 2026

Expiration:
May 15, 2026

Work Type:
Hybrid work
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