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Financial Assessment and Benefits Officer

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

 

 

For full details, please review 'who is the person' on the job profile below attached.

About Portsmouth City Council

Portsmouth City Council is a unique organisation, committed to making a difference, and is guided by core values that set who we are as people, what we stand for, and how we act.

 

We are committed to our values of respect, integrity, collaboration, inclusivity and being people-focussed. These values set out how we can contribute to the success of the council and our own success as individuals. Learn more about our values and behaviours. 

 

Additional Information

 

Please ensure that you read the job profile for full details on the post. We offer hybrid working with the expectation to attend the office minimum 2 days a week (pro rata for part time), this remains flexible, depending on the role and subject to business needs

We are not able to offer sponsorship for this position.

Interview process will take place w/c 27 July 2026.

Our recruitment process

Full information about our recruitment process can be found on our support for applicants' page: Support for applicants - Careers portal

You must demonstrate why you are suitable against each of the points described in the 'Who is the Person' points on the Job Profile using examples from your experience or transferable skills. This might be through qualifications or descriptive examples from your work / personal experience, which clearly illustrates what you did and the effect it had. If you apply without a detailed personal statement, it is unlikely that you will be successful. 

We are a disability confident employer and Armed Forces Covenant gold standard. More information can be found at Equality, diversity and inclusion - Careers portal

You will need to demonstrate that you have the Right to Work in the UK. No post will be offered without it.

Read more about working at Portsmouth City Council and our benefits on our career's portal homepage: Careers Portal - Find jobs with Portsmouth City Council

 

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.

You will need to explain any gaps in your career history within the last 5 years - this is essential for all safeguarding roles.

 

Should you require any support in completing the application form please contact recruit@portsmouthcc.gov.uk or call the recruitment team on 023 92 616 800. 

 

 

Apply

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