Financial Assessment and Benefits Officer
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Financial Assessment and Benefits Officer
Job Reference pcc/TP/724/1539
Number of Positions:
1
Contract Type:
Permanent
Working Hours:
37
Location:
Floor 4, Core 5, Civic Offices
Closing Date:
10/07/2026
Job Category:
Finances
Region / Division:
UK Region
Directorate:
Finance
Job Introduction
Your new role
This is an excellent opportunity for a motivated professional with experience of Adult Social Care services, charging framework and welfare benefits to develop a specialist career in a role that combines technical expertise, client engagement, and meaningful impact.
The role is key in supporting adults who have been assessed to contribute to the costs of their care and support services and advise them to ensure they maximise their financial wellbeing. Tailored to the client you will deliver high-quality financial assessments and welfare benefits advice for Adult Social Care clients in line with the Care Act 2014 and local charging policies. You will be visiting clients and their representatives in the comfort of their home or chosen location, applying your technical expertise to ensure accurate charging decisions.
This will involve undertaking a comprehensive analysis of their financial circumstances, to determine contributions towards care costs in line with statutory guidance and local policy. You will provide specialist welfare benefits advice, ensuring clients and carers receive their full statutory entitlements and support income maximisation. You will identify eligibility for benefits and support applications where appropriate whilst explaining complex financial decisions clearly, including assessed charges, deferred payment arrangements etc.
In return by joining us you will work in a supportive, collaborative environment with opportunities to influence service improvement, whilst making a meaningful difference to the financial wellbeing of adults. The role will enable you to develop specialist expertise in Adult Social Care services and welfare benefits and access ongoing training and development support to your career progression and enable you to develop a deeper technical expertise in the role over time.
Who is the person summary
With proven experience in working within a front-line customer facing service, you will understand the chargeable services provided by Adult Social Care and the Care Act 2014 and how this underpins charging frameworks. With a good working knowledge of completing financial assessments in a similar environment, you will have the ability to identify entitlement to unclaimed benefits, means tested benefits, premiums and state pension providing whilst providing client support.
You will have strong analytical skills with the ability to interpret complex financial information and evidence. Excellent communication skills, you will have a customer focused, empathetic approach and be competent in the use of large financial systems and proficient in the use of Microsoft packages. The ability to drive would be an advantage or be confident in the use of public transport to enable you to fulfil the duties of the post. You will be expected to travel around the city, visiting clients in their homes on a daily basis.
We are not able to offer sponsorship for this position. You must demonstrate that you have the Right to Work in the UK. No post will be offered without it.
Portsmouth City Council is committed to safeguarding and promoting the welfare of adults at risk and expects all staff and volunteers to share this commitment. Every post is subject to PCC and Portsmouth Safeguarding Adults Board safer recruitment procedures.
Disclosure and Barring Service (DBS) at Standard/Enhanced level will be required prior to any offer of employment and this post is exempt from the Rehabilitation of Offenders Act 1974. Please read the relevant DBS privacy notice before submitting any information.