Financial Assessment Officer

• Guidance_Notes_Completing_an_Application_Form_Oct_2024
• FAO__Full_time__pack

Please apply online via the link provided.

Please note, we do not accept CV’s (unless specified on the advert).

Please fully complete the online application form.

x1 36 hour / Permanent role available from 1st October 2026

We are looking for a financial assessment officer to join our Client Support team within Adult Social Care to complete financial assessments for adults who have been assessed as requiring care and support either in their own home or in a residential or nursing home.

In additional to completing financial assessments, the role includes providing welfare benefit advice to maximise income for the individual and potential income recovery to the Council.

The successful applicant will ideally have experience of financial assessments and administration. 

We are looking for applicants who have excellent numeracy and literacy skills.  You must have experience of delivering a customer focused service and be able to communicate with vulnerable adults, as well as building partnerships with internal and external agencies.   An ability to manage and prioritise your own workload is essential as is experience in using Microsoft Office products. We are looking for candidates who are self-motivated, can demonstrate a flexible attitude and an ability to work from their own initiative.

The team work from home and from the office. The office base is Magdalen House in Bootle and it is expected that the team are in the office on Wednesdays.  There will be some visits to clients in their homes throughout the Sefton borough as required as well as occasional attendance at meetings in other council offices across the borough.

Please see Appendix A (page 10) in the Recruitment Pack or a full copy of the Job Description and Person Specification.

Closing Date - Sunday 13 September 

Provisional Interview Date - Tuesday 22 September 2026

Please note we reserve the right to close this vacancy early if we receive a high volume of applicants.