Financial Assessment Assistant

You will be:

• Booking financial assessments for the financial assessment officers
• Ensuring we have received correctly completed, signed paperwork from members of the public
• Managing spreadsheets of data
• Allocating work to the financial assessment officers
• Working closely with social workers to resolve outstanding issues
• Managing the team email inbox
• Taking calls from members of the public with queries
• Dealing with the post and the printing

This role is critical in helping members of the public to prepare for their financial assessments and ensuring that assessment officers are able to use their time efficiently to assist as many applicants as possible.

You need to be a very organised, self-sufficient person, able to manage your own workload. Although training is given and support is always available, the post holder will be largely expected to manage their own time. This is a very busy role and communication is key, both internally and to the public, whether by email, letter or phone call.

You will be joining a friendly and supportive team and the role is key in supporting users of social care and their families to understand the financial contribution they may need to make once it has been agreed that they have eligible social care needs.  You will be one of three financial assessment assistants who all work closely together, supporting the wider team.

The post is based at County Hall in Dorchester, though the post holder may be able to work from home some of the time if they wish, once they have received their initial training.

This post involves working with children and/or vulnerable adults and/or having access to significant information about them. It will be subject to a Disclosure and Barring Service check. See our policy on the employment of ex-offenders. 

For further information about the role, please contact Nikki Fowler on [email protected]

At Dorset Council, we are working together to create a fairer, more prosperous, and more sustainable Dorset for everyone, now and in the future.

We: 

• provide essential services that support over 380,000 residents 
• work in partnership to make a real difference 
• value every role and the impact it has on our communities 
• support our employees to grow, develop, and thrive 

You will: 

• be part of a team that works together for a better Dorset 
• have access to a range of benefits and support 
• have access to range of training opportunities which will help with your personal development and career progression 

We are committed to building a diverse and inclusive organisation where different skills, perspectives, and backgrounds strengthen both our council and the communities we serve. 

We welcome applications from everyone and are proud to be a Disability Confident Employer. If you declare a disability and meet the essential criteria for the role, we will offer you an interview. We also want our recruitment process to be accessible. If you need any reasonable adjustments, just let us know on your application. 

This role is UK-based, and we will need to confirm your Right to Work as part of the appointment process. We use generic job descriptions and person specifications, so the job title in any attachments may differ from the advert. If needed, we will provide additional details in a context statement. 

If you’re passionate about making a difference, we’d love you to join us. 

Find out more about how to apply.