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About the Role

This role provides operational leadership for the Financial Assessment Team, ensuring high-quality, legally compliant financial assessment services for Adult Social Care in line with the Care Act 2014. The position focuses on maximizing income, managing risk, ensuring performance, and driving service improvement while prioritizing safeguarding and customer outcomes.

Responsibilities

Lead the Financial Assessment Team to meet corporate and statutory objectives.
Deliver a customer-focused, sensitive, and professional service to residents with care and support needs.
Embed safeguarding, equality, diversity, health & safety, and data protection across the team.
Deputise for the Customer Financial Services Manager as required.
Support strategic planning, service redesign, and transformation initiatives.
Develop and maintain policies, procedures, and guidance to support service delivery.
Foster effective cross-council and partnership working.
Manage daily delivery of financial assessments for residential and non-residential care.
Complete accurate, timely assessments in line with Care Act legislation and Council policy, optimising budgets and benefits.
Oversee reassessments, appeals, complaints, and complex casework.
Provide expert advice on DRE, property and deferred payments, CHC, Section 117, and Ordinary Residence.
Assure quality of all financial assessments and decisions.
Respond to complaints, Cllr/MP enquiries, and FOIs within agreed timescales; capture and implement lessons learned.
Maintain accurate data across systems (e.g. LAS, Controcc, Agresso).
Lead complex, high-risk cases, including safeguarding, financial abuse, and disputed assessments.
Build strong relationships with Social Work teams, DWP, Finance and Income teams, Legal services, and external partners.
Represent the service at Complex case meetings, multi-agency forums and Internal governance boards.
Provide expert advice to senior stakeholders and elected members.
Ensure compliance with safeguarding responsibilities for vulnerable adults and children.
Act on and escalate safeguarding concerns, including financial abuse.
Promote a safeguarding culture across the team.

Requirements

Extensive experience in customer-facing means-tested assessment services.
Strong knowledge of the Care Act 2014, local government and social care charging regulations, and DWP benefits.
Proven ability to manage staff and handle complex financial casework.
Strong performance and quality management skills.
Ability to deliver KPIs on timeliness, accuracy, and income maximisation.
Ability to monitor and report on team performance.
Ability to analyse management information and forecasts.
Ability to handle complaints effectively.
Ability to identify risks to drive continuous improvement.
Effective team leadership and management skills.
Experience in line management, coaching, and supervision of Financial Assessment Officers.
Responsibility for performance management, recruitment, training, and risk oversight.
Ability to allocate workloads, manage resources, and foster a positive, high-performing team culture.
Strong stakeholder engagement and partnership working skills.
Ability to build relationships across internal teams and external organisations.
Ability to represent services in multi-agency and governance forums.
Ability to provide expert advice to senior stakeholders and elected members.
Strong leadership and people management skills.
Ability to interpret complex financial information and legislation.
Ability to communicate effectively with stakeholders.
Ability to analyse and solve problems.
Ability to manage competing priorities to meet deadlines.
Ability to utilise IT and data analysis tools to a high level.
Experience in means tested assessment service / finance environment.
Experience managing and supervising a team.
Strong knowledge of benefits and income assessments.
Ability to undertake home visits (if required).

Skills

Financial assessment
Care Act 2014
Local government regulations
Social care charging regulations
DWP benefits
Staff management
Complex financial casework
Performance management
Quality management
KPI delivery
Income maximisation
Complaint handling
Risk management
Team leadership
Coaching
Supervision
Recruitment
Training
Resource allocation
Stakeholder engagement
Partnership working
Communication
Problem-solving
IT proficiency
Data analysis

Location

Work Type

Full-time
Onsite

Experience Level

Extensive experience in customer-facing means-tested assessment services
Experience managing and supervising a team

Benefits

Hundreds of global and local perks available online 24/7
Free monthly lifestyle perks (e.g., free coffees, breakfasts, cinema tickets)
Shopping discounts from major brands
Savings on everyday purchases and holidays
Access to Wellness Hub with workout videos, mindfulness resources, and a 24/7 mental health helpline
Celebration Hub for recognizing colleagues
Culture Hub for company updates and information

About the Company

Business Smart Solutions (BSS) is a Recruitment Agency that hires talented and passionate people from diverse backgrounds.
BSS upholds the highest standards of screening and trust.
Successful applicants will undergo a comprehensive pre-compliance process in line with the Baseline Personnel Security Standard (BPSS), including identity verification, employment history checks, right to work verification, and a Basic DBS Check.
These checks ensure a secure and trustworthy work collaboration, aligning with best practices used in government and public sectors.
BSS is committed to maintaining the highest standards of integrity and trust in its recruitment process.

Equal Opportunity

Business Smart Solutions (BSS) is a Recruitment Agency that hires talented and passionate people from a variety of backgrounds because we want our global worker base to represent the wide diversity of our clients.
If you’re excited about a role but your past experience doesn’t align perfectly with every bullet point listed in the job description, we still encourage you to apply.
If you're passionate about working for a role in local government and share our company values, we encourage you to apply.
BSS is proud to be an equal opportunity employer.
We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic.
BSS considers qualified applicants with criminal histories, consistent with applicable UK law.
If you need assistance or an accommodation made due to a disability, please let your recruiter know.
We endeavour in our business dealings to uphold the key principles of the Armed Forces Covenant.