Financial Assessor
Service: Finance (Transactions)
Grade Scale: Grade 2 Level 4
Reports to: Senior Financial Assessor
Purpose of the job
Undertake financial assessments for Social Work Supported Persons accessing non residential care, in accordance with predetermined procedures and adherence to deadlines.
Ensure financial assessments and reviews conducted in accordance with Social Work Charging Policy and deliver a range of specialist information ensuring a high level of security and confidentiality. Liaison with social work staff and service users’ financial representatives/POA’s/financial guardians ensuring high standards of customer care.
Key tasks and responsibilities
Follow procedures in place in accordance with Social Work Charging Policy to undertake non-residential financial assessments.
Provide advice and guidance to customers to facilitate financial assessments and reviews.
Review financial re-assessments for supported persons as allocated.
Undertake income maximisation calculations for supported persons.
Ensure timeous response to telephone calls, emails and letters.
Deal with highly sensitive and confidential information.
Person specification
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Criteria |
Essential |
Desirable |
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Skills, knowledge and experience |
Demonstrate good numeracy and financial skills, with the ability to accurately assess, calculate and process financial information in accordance with established procedures Able to use Microsoft Office applications, including Word, Excel, and Outlook, to complete routine tasks, manage information, and communicate with colleagues. Ability to prioritise workload, deliver results against agreed timescales and achieve deadlines Demonstrates excellent customer service, organisation and communication skills, ensuring enquiries are handled efficiently, professionally Demonstrates effective written and verbal communication skills, including the ability to present ideas clearly |
Experience of social work charging and assessment arrangements |
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Personal qualities |
Self-motivated and able to work to a high standard with minimal supervision Reliable and dependable with a positive and proactive approach to work Inclusive and supportive team player To work in a flexible, adaptable manner and to always act with discretion and tact |
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Other |
To demonstrate behaviours consistent with honesty and openness: treating people consistently, fairly and with respect |
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Safer recruitment checks
As part of our approach to good practice and safer recruitment we carry out a number of pre-employment checks
- Asylum and Immigration right to work in the UK.
- Reference check: external candidates require 2 references, one of which must be from present to most recent employer; Internal candidates require 1 reference from current line manager.
- Candidate Disclosure Scotland check, where applicable.
Behaviour framework
The council’s behaviour framework is a set of core behaviours that defines how employees approach work to enable the delivery of key tasks for the role. The expected behaviours for this role are:
Efficient
- Punctual and conscientious in your approach to work.
- Use council resources efficiently, avoiding waste and unnecessary expense.
- Identify inefficiency in processes and communicate this to your manager.
- Meet deadlines and targets in your day-to-day work.
- Understand the impact of wasteful behaviours on the environment and you act to minimise this impact.
Flexible
- Willing to learn new tasks and accept new ways of working.
- Willing to be flexible in your approach to work to meet changing service delivery needs, deadlines, and urgent priorities.
- Help team members when they have urgent deadlines and prioritise your work accordingly.
- Understand the need for change and are open to this across your working life.
Performing
- Is polite, professional and friendly to customers and apply customer care standards and attitudes at all times.
- Works safely to maintain the safety of yourself and other raising concerns about unsafe working practices.
- Meets standards of work required in your role in terms of quality and output.
- Uses initiative to solve problems and raise potential issues.
- Acknowledges when mistakes are made and learns from them.
- Seeks feedback on your performance to learn and improve.
Working with others
- Works alongside internal and external colleagues to meet common objectives.
- Has professional relationships with colleagues and is aware of dignity at work standards.
- Actively and respectfully listens to people in order to understand them and their views.
- Contributes appropriately in team and other meetings and discussions.
- Presents words and views clearly in a way that other people find meaningful.
- Respect diversity and promote equality of opportunity when working with colleagues and members of the public.
Leading
- Role models the standards of behaviours expected of a South Lanarkshire Council employee.
- Displays and enables leadership through sharing knowledge and skills, seeking guidance and providing support to your colleagues, team and the wider community.
- Is aware of and adheres to professional codes of practice and the council’s code of conduct and understand how these impact on employment with the council and public perception of council employees.