Assessment Officer Care Finance Assessment Team – Exchequer Services | County Hal

Assessment Officer

Location: County Hall, Preston

Employment type: Full Time, Permanent, 37 hours per week

Salary: £28,142 – £32,061 per annum

Working style: Agile working applies; flexible working requests may be considered (e.g. home working, compressed hours). Office cover is required on a rota basis between 8:45am and 5:00pm.

Lancashire is one of the largest local authorities in England, serving around 1.2 million residents across a diverse and expansive region. We are committed to delivering high‑quality services that make a real difference in people’s lives.

We have an exciting opportunity for a motivated and empathetic individual to join our busy Care Finance Assessment Team as an Assessment Officer. You will complete financial assessments for adults receiving care services in residential/nursing homes, their own homes, or the community.

• Calculating what individuals can afford to contribute towards their social care services in line with statutory guidance and local policy.
• Explaining charges clearly and sensitively.
• Completing welfare benefit checks using Department for Work & Pension systems and signposting individuals to claim benefits to which they are entitled.
• Conducting home visits and telephone assessments with professionalism and empathy.

• Conduct financial assessments via telephone or home visits.
• Communicate sensitively and professionally with vulnerable individuals and their families, respecting diverse needs.
• Liaise with colleagues and partner agencies to provide advice, guidance and signposting.
• Meet performance targets and manage your workload independently.
• Maintain accurate records and produce clear, concise written communication.

• Experienced in administrative work, ideally within a social care finance or welfare benefit setting.
• Skilled in communicating effectively and empathetically with vulnerable individuals.
• Highly literate and numerate, with an aptitude for working with figures.
• Able to follow processes whilst contributing to service improvement.
• Proficient in IT systems, including Word, Excel, Outlook and Teams.
• Organised, self‑motivated, and able to work independently to meet deadlines/targets.
• A team player who can work effectively as part of a team.

• Knowledge of the Care Act 2014 and Department for Work & Pension benefit entitlements.
• Previous experience of financial assessments (training will be provided).

• Full UK driving licence and access to a car insured for business use (reasonable adjustments considered for disability).

• 26 days annual leave (rising with service, plus Bank Holidays)
• Generous pension scheme
• Flexible and agile working arrangements (subject to business need)
• Access to a wide range of training and development opportunities
• Supportive team environment

Please submit a supporting statement with your application to demonstrate how your skills and experience match the role profile and person specification. Applications without this may not be shortlisted.

This post is covered by the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 (as amended). If successful, you will need to apply for a DBS disclosure.

Learn more about the Care Finance Assessment Team:

We reserve the right to close this vacancy early if we receive a high volume of applications.

• Richard Beckwith, Team Leader – Central Area Care Finance Assessment Team, on
• Janice Stevens, Team Leader - East Area Care Finance Assessment Team, on (Monday to Wednesday)
• John Read, Team Leader – East Area Care Finance Assessment Team, on (Thursday & Friday).