Financial Assessment Officer

  • Reed
  • Apr 17, 2026
Seasonal Banking Finance

Job Description

Financial Assessment Officer

  • Annual Salary: £28.00/hour (Umbrella)
  • Location: Wembley HA9
  • Job Type: Temp until end of October 2026

We are seeking two experienced Financial Assessment Officers. The ideal candidates will have a strong background in financial assessments for care packages, with proficiency in Mosaic and a strong preference for experience in Abacus. This role requires a positive, can-do attitude and the ability to hit the ground running.

Day-to-day of the role:

  • Assess, review, or reconsider entitlement to various support schemes such as Housing Benefit, Council Tax Support, Social Care financial assistance, and concessionary travel, ensuring compliance with current legislation and targeted timescales.
  • Resolve customer contacts at the first point of contact, ensuring high-quality service delivery across various access channels.
  • Liaise effectively with customers, representatives, landlords, and internal and external stakeholders to resolve all claim types.
  • Handle complex benefit cases, including investigating and resolving customer disputes, considering backdating requests, and dealing with cases involving deprivation of capital.
  • Maintain and update Council Tax accounts, manage overpayments, and undertake home visits if required.
  • Undertake assessments for Residential and Domiciliary care to ensure accurate contributions and maximise revenue.

Required Skills & Qualifications:

  • Experience in financial assessments for care packages.
  • Proficiency in Mosaic is required; experience in Abacus is strongly desired.
  • Excellent knowledge of relevant IT systems, policy, and procedures.
  • Ability to understand and assimilate information, analyse conflicting sources of information, and make sound reasoned decisions.
  • Excellent interpersonal, verbal, and written communication skills.
  • Ability to work independently and as part of a team, managing a high workload under pressure.

To apply for the Financial Assessment Officer position, please submit your CV detailing your relevant experience.