Financial Assessment Officer

Job Description

Are you in search of a temporary yet fulfilling role? Look no further! We're thrilled to offer an exciting position for our client based in West London who are looking to appoint a Financial Assessment Officer for the 3 months ongoing, at the rate of £25.22 per hour umbrella

Job responsibilities

• To ensure the timely completion of financial assessments including obtaining financial information in order to advise customers, often vulnerable and/or their representatives of any contribution towards an Individual Budget/care fees.
• To be responsible for assisting in the efficient and timely raising of customer's bills for care fees and for liaising with other Adults' Services and Finance teams in order to advise them of the customers net contribution towards care fees in accordance with legislation, statutory regulations and the policies and procedures.
• To ensure providers and direct payment customers are paid the correct amount in line with commissioned services, including identifying and verifying discrepancies, while ensuring that all processes are completed in a timely manner to allow prompt payment.
• To be responsible for assisting in the efficient completion of the annual financial re-assessment process in accordance with statutory regulations and the policies and procedures, to maximise income due to the organisation.
• To be responsible for the on-going maintenance, reconciliation, refunding and review of financial assessments and assisting in the efficient and timely completion of the annual closing of accounts process.
• To be responsible for providing accurate information and calculations to care managers to enable panel administrators to make informed decisions regarding eligibility for funding for self-funders.
• To be responsible for assisting in the preparation, analysis and provision of accurate financial and management information to be included in statutory returns and reports, in line with statutory requirements and the policies and procedures.
• To be responsible for contributing to service plans and reviews, including the cost effectiveness of services, in line with the organisations policies and procedures in order to achieve best value.
• To be responsible for assisting in the review and update of all documentation, policies and procedures and compliance with statutory requirements in line with professional standards
• To be responsible for assisting in the preparation of Cabinet reports and responses to Members' enquiries in relation to all aspects of the income function as directed by the Principal Finance Officer - Income
• To be responsible for conducting effective meetings with customer, often vulnerable and/or their representatives in person at the council or during home visits.
• To be responsible for ensuring effective liaison and a high level of customer care with customers, often vulnerable and/or their representatives, care providers, Government departments, statutory agencies such as the Benefits Agency and Primary Care Trusts/NHS, including attending surgeries, workshops, managing stalls, particularly in relation to maximising income due to the organisation.
• To be responsible for ensuring the provision of appropriate, accurate and timely verbal and written advice and guidance to staff, in relation to all aspects of the financial assessment function and in accordance with statutory regulations and the policies and procedures and to promote awareness of good financial practice and control.
• To be responsible for assisting in effective liaison with external and internal audit, ensuring the efficient filing and retention of documentation, maintaining appropriate audit trails for subsequent retrieval as and when required.
• To be responsible for assisting in the efficient preparation and production of timely and accurate routine and ad-hoc management information, in relation to all aspects of the financial assessment function, required to support the planning and monitoring of service delivery and to meet internal and external reporting requirements, as directed by the Principal Finance Officer - Assessments.
• To identify possible cases of fraud, misrepresentation, financial abuse and to refer to the appropriate department for investigation.
• To be responsible for the preparation of cases forwarded to the legal department, providing case summaries and assisting legal with on-going queries in relation to customer accounts.
• To be responsible for the information and data used in the production of recharge invoices to the NHS and other local authorities in relation to maximising income.
• To be responsible for effective liaison with other teams such as Finance Operations, Client Financial Affairs, Community Benefits team, Debt Recovery team, Contracting, Social Work and Care Management, and to promote joint working arrangements and the sharing of information in line with the Council's Data Protection Policy.
• To be responsible for assisting in the preparation of complaint responses relating to the financial assessment function, as directed by the Principal Finance Officer - Assessments, in accordance with the Council and Departmental complaints procedure.
• To contribute to the on-going review of corporate and departmental systems and procedures and implement decisions, as directed by Principal Finance Officer - Assessments.
• To assist in the induction and training of new and existing employees both temporary and permanent in accordance to departmental procedures.

Should your skills match the above please send through your updated CV.

Eden Brown is committed to equality in the workplace and is an equal opportunity employer. Eden Brown Ltd is acting as an Employment Business in relation to this vacancy.