Full job descriptionRole Profile - Details Specific to Job Family Financial Assessment & Inclusion Officer
These roles would be regarded as "front line" service delivery roles. Here, role holders are directly accountable for performance, often through the direct control of significant resources or through managed contracts. These roles may also deliver some of their results through collaborative working with co-producers or other third party agencies.


At the lower levels, operational managers may oversee a department or team and at the lowest levels, direct contact with service users will be a common feature of roles in this job family. At the higher levels, they may be in charge of a department, large operational area or the management of significant contracts and may be ultimately accountable for ensuring compliance with statutory obligations.
Role Profile - Details Specific to Grade Financial Assessment & Inclusion Officer
Operating with limited guidance or instructions so that initiative and judgement are needed to determine to address and resolve short term (daily) problems. Likely to supervise a small team, assessing workload and prioritising tasks for others.


Roles requiring a level of process expertise to deliver an advisory or supervisory service.


Brief Description of job role and department Financial Assessment & Inclusion Officer
The Shared Finance Service ambition is to add value, inspire success and this role is part of the Shared Finance Service (SFS) team collectively responsible for delivering SFS activities to realise this ambition.
The Financial Assessment and Inclusion Team is responsible for the provision of a financial assessments and income maximisation service for all recipients of care services arranged by Adult Social Care. The team also administers, monitors and processes payments to care providers. This role carries out financial assessment, supports income collection of £5.6m including payments to care providers for contracts valued at £35m per annum.


As a Financial Assessments and Inclusion Officer, the post holder will have a key role in relation to safeguarding and joint working with Adult Social Care, will lead on service policy development and service improvement, and raise the profile of the service and ensure high levels of customer satisfaction. The post will also work flexibly across the Financial Assessment and Inclusion Team and the Financial Inclusion team during peak periods
Education and/or Experience Financial Assessment & Inclusion Officer
A minimum of 5 GCSEs (including English & Maths) or equivalent
*Experience of working in a customer-focused environment and achieving successful outcomes in areas such asfinancial assessments/money guidance/ debt /welfare benefit advice/ household budgeting or work in a similar finance field
*Knowledge of welfare benefits & planned welfare reforms e.g. Universal Credit


Desirable Knowledge and Experience Financial Assessment & Inclusion Officer
*Educated to Degree Level
*Member of the National Association of Financial Assessment Officers (NAFAO)


Capabilities and Behaviours
*Ability to clearly and effectively communicate verbally and in writing at all levels, with a good use of ’plain english’
*Ability to deal with members of the public in a sympathetic and tactful manner, often in a stressful situation.
*Ability to monitor and calculate payments, able to prepare & present stats
*Ability to organise and prioritise ademanding workload,working effectively under pressure, demonstrating effective time management skills
*Ability to work as part of a team as well as using your own initiative with a high degree of self motivation
*Team player – able to inspire confidence and respect
*Ability to communicate effectively with customers and understand their needs, often in emotional and sensitive situations. Empathy & a good understanding of the issues faced by customers, e.g. vulnerable people
*Use proficient ICT skills including corporate communication systems (Google, Agresso. Anite etc) and recognise the benefits and the potential of new technology
*Any other duties commensurate with the grade of the post as may be required from time to time, including attending meetings outside normal working hours.
*Must be fit / mobile in order to visit people in their own homes and able to climb stairs
*To be fully aware of and understand the principles of safeguarding as they apply to vulnerable adults in relation to work role.