Financial Assessment and Collection Officer. LilyLifestyle
Reigate, Surrey County, RH2, England, UK
Listed on 2026-06-05
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Business
Financial Analyst
These permanent, full-time positions have a starting salary of 33,552 per annum, based on a 36-hour working week. Part-time applications will also be considered.
We are excited to be hiring new Financial Assessment & Income Officers to join our fantastic Financial Assessments & Income Collection team.
The team is located in various settings across the county. Your preferred location can be discussed at interview.
This role is open to hybrid working and as a team we split our time between collaborating with colleagues in the office for two days per week (more frequently during training and induction period) and working from home.
Our Offer to You- 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service
- Option to buy up to 10 days of additional annual leave
- A generous local government salary related pension
- Up to 5 days of carer's leave and 2 paid volunteering days per year
- Paternity, adoption and dependents leave
- An Employee Assistance Programme (EAP) to support health and wellbeing
- Learning and development hub where you can access a wealth of resources
- Wellbeing and lifestyle discounts including gym, travel, and shopping
- A chance to make a real difference to the lives of our residents
This role sits within the Financial Assessment & Income Collections service, which is part of the Adults, Wellbeing and Health Partnerships Directorate. The team plays a critical role in providing advice and information to service users in relation to welfare benefits entitlement, the council's charging policy and making payment for social care services, generally through direct telephone contact or face to face.
Yourkey responsibilities as an Assessment and Income Officer will include:
- Completing financial assessments for residents in accordance with the legislation and the councils charging policy
- Providing information on paying for care and ensuring assessment outcomes are fully documented and communicated
- Resolving queries and effectively collaborating with internal and external customers to support them with understanding the assessment process resulting in a positive experience
- Reviewing welfare benefit entitlement and helping with claims where needed to maximise income
- Proactively supporting residents to make payment of care charges, ensuring that all charges due are collected in accordance with council policies and debt recovery procedures
In order to be considered for shortlisting, the application will clearly evidence the following skills and align with behaviours:
- A commitment to delivering a first-class customer service
- Excellent communication skills and ability to deliver quality outcomes
Evidence of exceptional attention to detail and experience of analysing information to ensure right first-time assessments - Ability to organise, manage time and priorities efficiently and effectively
A DBS 'Disclosure and Barring Service' check for regulated activity (formerly known as CRB) will be required for this role.
Legal and Equality StatementsWe are a disability confident employer which means if you have shared a disability on your application form and we meet the minimum criteria, we guarantee you an interview. From application to your first day, we're committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.
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