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Financial Assessment Officer

Shared Services Partnership
Hampshire
1 day ago
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Job Details:

Job Reference: HCC622734

Salary Range: £27,780 - £30,564 per annum 

Work Location: Basingstoke, Winchester, Totton or Havant (Hybrid Working)

Hours per week: 37

Contract Type: Permanent

Closing Date: 26 November 2025

The Role:

Our supportive and inclusive Financial Assessments and Benefits team is committed to providing excellent support and customer service to our clients. Join our team as a Financial Assessment Officer and develop your career in a varied and rewarding financial work environment, while making a real difference to the lives of Hampshire residents.

What you’ll do:
  • Conduct financial assessments via telephone, online, or in-person visits, tailoring your communication style to meet the diverse needs of clients.
  • Accurately calculate clients' contributions towards the cost of care services provided by Hampshire County Council and explain complex calculations with compassion, care, and diplomacy.
  • Identify and support clients with potential welfare benefits claims.
  • Remain calm and professional when faced with emotional responses during challenging conversations.
  • Work flexibly across a wide geographical area, making best use of homeworking and council hubs.
What we’re looking for:
  • Excellent verbal and written communication skills.
  • Strong empathy and the ability to handle emotional responses with care.
  • Professionalism and diplomacy in all client interactions.
  • First-class numeracy skills and attention to detail.
  • Confidence in working independently and using IT skills to enhance your work efficiency.
  • Previous experience of accurately dealing with complex financial information and awareness of personal finance products.

 

Take a look at our Candidate Pack for more information about the Financial Assessment Officer role, team and our values. The section ‘About you’ explains what specific knowledge, skills and experience we want you to tell us about. Make sure you explain how you meet these requirements and demonstrate our values, in your application.

Why join us?
  • Supportive development opportunities to enhance your skills and knowledge, enabling you to support clients with any welfare benefits they may be entitled to claim. 
  • We offer a positive, safe, and supportive working environment.
  • The chance to make a meaningful impact on clients' lives.
  • Flexible working arrangements, including homeworking and council hubs.
  • Access to Health Assured's comprehensive Employee Assistance Programme to support your physical and mental wellbeing, including 24/7 telephone support, a suite of online resources, and legal and financial advice. 
  • A competitive benefits package that includes generous annual leave entitlement, occupational sick pay, and access to the Local Government Pension Scheme. Find more information here.   

 

Applicants can expect to hear from us within two weeks of the advertised closing date.

 

Please note: We are unable to offer sponsorship for this role and therefore it is essential that you already have the right to work in the UK before applying.

 

Other roles you may have experience of may include: Assessment Officer, Benefits Assessment Officer, Benefits Assessments Coordinator, Financial Support Advisor, Financial Eligibility Specialist, Welfare Benefits Analyst, Financial Assessment Advisor, Financial Assistance Officer, Financial Assessment Advisor.

Travel Requirements:

You will be required to travel to various locations within Hampshire, and it is essential that you have a current drivers’ licence and access to a reliable vehicle on a regular basis.

Values Based Recruitment:

We recruit for attitudes and values in Adults’ Health and Care. We invite you to evidence how you demonstrate our 5 core values in your application. For more information on our values, please refer to the candidate pack.

Additional Information:

Financial Assessment Officer Candidate Pack

Vetting Requirements:

This post is subject to a Criminal Records Check.

Contact Details for an Informal Discussion:

For general enquiries, please contact
For an informal chat about the role, please contact Jonathan Loynes, Deputy Team Manager on

 

Hampshire County Council is committed to safeguarding and promoting the welfare of children, young people and adults. We expect all employees, workers and volunteers to share this commitment. We will ensure that all our recruitment and selection practices reflect this commitment.
 

In order to combat discrimination, no unnecessary conditions or requirements will be applied which could have a disproportionately adverse effect on any one group. All sections of the population will have equal access to jobs. No applicant or employee will receive less favourable treatment because of age, disability, gender reassignment, race, religion or belief, sex, sexual orientation, marriage or civil partnership and pregnancy or maternity, unless a Genuine Occupational Requirement (GOR) applies.
 

We are a Disability Confident Employer - committed to ensuring that our recruitment and selection process is inclusive and accessible.


 

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