Financial Assessment Caseworker

Financial Assessment Caseworker

Career grade progression from Grade 4 to Grade 5
Salary: £25,989 - £30,024
Location: Lincoln - Hybrid
Closing Date: 4th September 2026
Interviews: 15th September 2026

About the Role

We are looking for motivated and customer-focused individuals to join our Financial Assessment Team as a Financial Assessment Caseworker.

As a Financial Assessment Caseworker, you will help work out how much people need to pay towards their care and support. You will manage your own cases, gather financial information and complete assessments. You will also explain decisions clearly to customers and their representatives.

You will work with Adult Social Care colleagues to carry out financial assessments and support people through the process. You will ensure assessments are accurate, fair and completed on time. As your knowledge and confidence grow, you will have opportunities to take on more complex work.

This is a career graded opportunity, starting at Finance Assistant (G4) and progressing to Finance Technician (G5) as you develop your knowledge, skills and experience. We will support you through learning and development, helping you build the expertise needed to progress within the role.

Key Responsibilities

• Carry out financial assessments for people receiving care and support services.
• Manage your own caseload from referral through to assessment and communication of outcomes.
• Gather, verify and record financial and personal information accurately.
• Calculate client contributions in line with legislation and council policies.
• Act as a point of contact for service users, families and representatives, explaining processes and outcomes clearly and professionally.
• Maintain accurate case records and ensure information is processed correctly.
• Identify risks, discrepancies or missing information and take appropriate action.
• Work closely with colleagues across Financial Services and Adult Social Care to support positive outcomes for residents.

What We're Looking For

We are seeking someone who has:

• Experience in administration, customer service, finance, Adult Social Care, or another role with transferable skills.
• Good numeracy skills and the ability to work accurately with financial information.
• Strong attention to detail and a commitment to getting things right first time.
• Good communication skills, with the ability to explain information clearly and sensitively.
• The ability to organise and manage your workload effectively.
• Good IT skills and confidence using Microsoft 365 and computer systems.
• Empathy and professionalism when working with vulnerable adults and sensitive information.
• A willingness to learn and develop knowledge of the Care Act 2014, Adult Social Care charging and related legislation.

About the Service

The Financial Assessment Team helps work out how much people need to contribute towards the cost of their care and support. We work closely with Adult Social Care, residents and their representatives to make sure assessments are fair, accurate and completed on time. The team deals with a wide range of cases, from simple assessments to more complex financial situations. As part of the team, you will help people understand their care charges and support the council to meet its responsibilities under the Care Act 2014.

Please be advised that this position may be subject to a criminal record check.

If you would like an open and informal discussion about this role then please contact; Lisa Lipshaw ([email removed]) or Stefan Clark ([email removed]) via email.

Due to recent changes in immigration law in the UK we are unable to offer skilled worker visa sponsorship for this role as it does not meet the requirements.

PLEASE NOTE: It is imperative that your personal statement clearly states why you have applied, how you meet the essential and desirable criteria for the role as set out in the Job Description (attached on LCC jobs Site) and what you feel you can bring to this role, the team and the wider County Council.

Please refer to our Job Information Pack here to support you in your application.

• On occasion we receive significantly more applications than expected for some vacancies and under such circumstances we reserve the right to bring forward the closing date of the advertisement. We therefore strongly advise you to apply for the role promptly to avoid disappointment should the closing date be brought forward.
• Once an application is submitted it is final and cannot be amended. If you withdraw your application, it cannot be reinstated and you will not be able to submit another application for that vacancy.
• We operate a talent pool scheme whereby candidates who are not successful on this occasion may be considered for a period of up to 3 months for equal positions.
• If you have an issue with your submitted application, please contact [email removed].

Lincolnshire County Council is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff and volunteers to share this commitment.

A Smarter Working Employer

We have embraced new ways of working and hybrid working will be a feature of this role. You will be given a nominated contractual work base and you will be required to commute to this work base when necessary. Working arrangements regarding hybrid working will be discussed as part of the appointment process.

Our technology platform and equipment is very good enabling you to connect and collaborate remotely. We require that you have in place good connectivity, and we will discuss during the recruitment process if support with this is needed.

Fluency Duty

In accordance with Part 7 of the Immigration Act 2016 (Fluency Duty), the ability to converse at ease with customers and provide advice in accurate spoken English is essential for the post.