Financial Assessment Officer

Company Description

Job Advertisement

Closing Date: 07/10/2026

Conwy is committed to safeguarding. Qualifications and references will be verified.

Welsh Language Skills: the ability to communicate in Welsh is essential for this post. We welcome applications in both Welsh and English, and application forms received in either language will not be treated less favourably than each other. We’re passionate about supporting and encouraging you to use your Cymraeg whatever your level, and offer free classes at all levels, in-person and online.

For an informal discussion about the role, contact Rhian Wyn Roberts, Senior Financial Assessment Officer, on 01492 574146 or [email protected].

We are a Disability Confident Employer. If you have declared a disability in your application, we guarantee an interview if you evidence that you meet the essential criteria of the job (requirements marked ‘E’ on the Person Specification).

About the role

We are looking for an enthusiastic person to join a team that undertake Financial Assessments and Reassessments for Social Care clients receiving a chargeable service for residential and non-residential care. The role is based at Coed Pella, Colwyn Bay, 37 hours per week, permanent (Grade GO5). In addition to completing financial assessments, the role includes identifying possible welfare benefits and referring to the Welfare Rights Unit to maximise income for the individual and potential income for the Authority.

Main Duties

• Verify all income and capital in relation to service users with internal/external agencies
• Undertake provisional, final and annual re-assessments
• Undertake visits to individuals in their own homes to complete financial assistance forms as and when required
• Monitor service users’ contributions and payments to providers where required
• Raise accounts as and when required to service users or their representatives
• Investigate the reason for non-settlement of accounts and liaise with the Incomes Section in relation to the recovery of these accounts
• Produce final accounts upon the death of a service user for submission to the Executor of the estate as and when required
• Provide advice and a point of contact to service users, providers and internal/external agencies
• Register the Council’s interest in service users’ property where necessary in order to protect any departmental debt
• Deliver on-demand financial assessment where practical
• Maintain and contribute towards the provision of statistical information as required
• Maintain and update as necessary records of private providers
• Represent the team at internal and external meetings as and when required
• Accept payment via the Civica Payment System

What we’re looking for

You will ideally have experience of working in a financial role, although this is not essential as full training will be provided. We are looking for applicants with excellent numeracy and literacy skills who can work with a high level of accuracy and can collate and analyse information from different sources. Experience of delivering a customer focused service, the ability to communicate with vulnerable adults and to build partnerships with internal and external agencies are important, as is the ability to manage and prioritise your own workload and experience of using computer technology.

Due to the nature of the work, it will be necessary to obtain a satisfactory disclosure from the Disclosure and Barring Service (DBS).

Why apply?

• Flexible working options for a work life balance, including adjusting your working day
• Hybrid working – a balance of office and home working
• Full training provided

Essential

• A good standard of education, preferably 6 GCSEs including Mathematics and English and/or Welsh Language
• Experience of dealing with the public
• Experience of the use of computer technology
• Ability to communicate effectively to people on all levels
• Work under pressure as part of a team and on own initiative to meet deadlines
• Motivated to deliver a high quality, professional service
• The ability to communicate in English
• The ability to communicate in Welsh
• Ability to deal with difficult situations confidently and sensitively
• Ability to deal confidentially with all client information and contentious issues
• Recommend change in procedure to Benefits & Financial Assessments Manager
• Ability to travel throughout Conwy County Borough and to training sessions outside the Borough
• Constant access to and input of information using a laptop

Desirable

• Knowledge of Welfare Benefits
• Interpret legislation and policies
• Advise service users on a variety of financial issues