Financial Assessment Officer - EAL11907

Vacancy Information The salary advertised is full time (35 hours per week). Part-time hours will be pro-rated accordingly. Hourly rate of pay: £14.65 - £15.75 Days and Hours of Work: Tuesday - Friday, 09:00 -17:00 …...

Vacancy Information

The salary advertised is full time (35 hours per week). Part-time hours will be pro-rated accordingly.

Hourly rate of pay: £14.65 - £15.75

Days and Hours of Work:
Tuesday - Friday, 09:00 -17:00
Days of working are negotiable, flexi time is applicable, and starting and finishing times are flexible.
To start asap.

An exciting opportunity has arisen to join East Lothian Council’s Revenues Service as a Financial Assessment Officer within the Financial Inclusion Team. This is a key role combining complex financial responsibilities with high-quality customer service. IT equipment will be provided, and full training will be given.

About the Role

We are looking for a motivated and enthusiastic individual who thrives in a dynamic environment and is passionate about making a difference. The successful candidate will play a vital role in assessing financial contributions towards care services, ensuring compliance with legislation, COSLA guidance, and Council policies.

Key Responsibilities

  • Conduct financial assessments based on client income, savings, and assets.
  • Interpret and apply external guidance and internal procedures accurately.
  • Communicate financial information clearly and sensitively to clients and their families.
  • Liaise with Social Workers, Solicitors, Care Homes, and other professionals to gather and verify financial data.
  • Maintain accurate records and contribute to the efficient operation of the team.

Essential Skills and Experience

  • Strong background in customer service and office-based work.
  • Confident working with numbers, performing calculations, and interpreting financial documents.
  • Experience following external agency guidelines and internal policies.
  • Ability to work independently and collaboratively within a team.
  • Excellent communication, organisational, and negotiation skills.
  • Proficient in Microsoft Office and comfortable using Council IT systems.
  • Empathetic approach when dealing with vulnerable clients and sensitive financial matters.

The successful candidate will actively promote and represent East Lothian Council’s vision, values, and corporate culture, demonstrating a positive, customer-focused attitude and commitment to high standards of service delivery.

Job Details

To assist in the delivery of an effective and efficient Benefits Service which safeguards taxpayers assets, maximising efficiency of service delivery within specified standards / approved budgets and in compliance with the Council’s policies, legislation and plans with a commitment to achieve best value.

Please download the Job Outline/Person Specification (available under 'Job Attachments') for the full range of tasks and duties associated with this job. You will need to refer to these in order to complete the application form. You must ensure you meet every 'essential' criteria stated on the Person Specification to be considered for interview.

The ‘East Lothian Way’– values and behaviours we expect our employees to demonstrate in their everyday work. Should you be invited to interview, you may be asked questions based on these behaviours. Please refer to the document via the link to familiarise yourself with them.

Job Requirements

Relevant Qualifications
Educated to ‘Higher’ level, NC or SVQ2 or equivalent and/or able to demonstrate equivalent knowledge, skills and competencies gained through previous experience.

Driving Licence
A full current driving licence is desirable for this post.

Level 1 Disclosure Clearance
This role requires Level 1 Disclosure Clearance to allow access to the Public Sector Network. ELC will submit a Police Act Disclosure application on behalf of the preferred candidate and receipt of the subsequent certificate will be required prior to commencement.

Please note:
If you have spent more than 3 months working or living outwith the UK in the last 5 years then you will also be required to present a copy of an overseas criminal record check. Details of how to apply and contact details can be found on the GOV.UK website.

Additional Information

For additional East Lothian Council employment information please click on the following link:
www.eastlothian.gov.uk/nonteachinginfo

If you have any difficulties creating an account on MyJobScotland or applying for this post please contact the MyJobScotland support team via this link https://www.myjobscotland.gov.uk/contact-us.

If you require further information about this vacancy, please call 01620 827868, or email us on recruitment@eastlothian.gov.uk

Please note: We do not accept CV's (either electronically or by mail). All our vacancies must be applied for by fully completing the on-line application form. Although there is an ‘import data from my CV’ function on MyJobScotland, this only imports very limited data and should not be relied upon to complete the application form. If, for example, due to a disability, you are unable to complete the on-line application form you can contact us for a paper application via the telephone number or email address above.

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