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Financial Assessment Team Leader

Please Note: The application deadline for this job has now passed.

About the role

  • Are you an enthusiastic, hardworking and flexible individual looking for an exciting people facing financial Team Leader position?
  • Do you have expert Welfare Benefits, Finance or Customer Service experience?
  • Do you have demonstrable people management and leadership experience?
  • Are you interested in or have previous experience in Financial Assessments within Social Care?
  • We would love to hear from you as we have an exciting and fantastic opportunity for a Financial Assessment Team Leader role to join us within the Adult Social Care Financial Assessments Team.

Appointment to this post will be subject to the outcome of an Enhanced Disclosure with barred list checks obtained through the Disclosure and Barring Service. The Council is committed to safeguarding and promoting the welfare of children and vulnerable adults and expects all staff and volunteers to share this commitment.

What will you be doing?

If you are wondering why you should join us, here’s what some of our team members have to say:

‘I’ve worked for the Financial Assessment team for just under a year. Throughout that time, I have felt fully supported by my team leader and colleagues to progress. Training has been in bite-sized chunks with regular supervision to ensure my proficiency to move to the next step. Targets and goals are mutually agreed and clearly communicated.  I feel thoroughly valued and supported at work whilst also being given the right balance of freedom to get on with the job.’

‘I’ve worked for the Financial Assessment Team for over 3 years and have built some good relationships in the team during that time.  I have enjoyed gaining the knowledge and understanding needed in this role and helping customers to understand the financial assessments and the processes involved.  I have received good support from colleagues and managers, which is most appreciated when a case is particularly challenging, and I’ve enjoyed being able to offer my support to others too.’

This position will be based in Scott House Huntingdon, however the role enjoys flexible ways of working that suits you – the financial assessment team are currently and predominantly working remotely with occasional office days and service user home visits.

About The Role

Anyone in receipt of Adult Social Care may need to make a financial contribution based on their capital and income. This is calculated by a means tested financial assessment which is the work the Financial Assessment Team undertake. Financial Assessment Officers offer advice and assistance to service users (or their representatives) to complete a financial assessment form and ensure they understand the process. The team manage their own financial assessment case load and determine any financial contribution a service user may need to make based on Policies and Legislation. The team also provides advice to service users on general welfare benefit matters: helping to maximise service user’s income by identifying potential welfare benefit entitlement.

About you

The role of the Team Leader includes;

  • Managing the flow of financial assessment work for the service in a professional, customer focused and efficient manner utilising a combination of people, process and technology
  • Demonstrate expert understanding of financial assessment policies and legislation ensuring that the team are compliant with the work they undertake
  • Respond to and resolve complex requests and queries
  • Day to day line management of direct reports, taking responsibility for developing, appraising and rewarding team members and driving forward morale, training and performance
  • Identify areas of the service where improvements could be made and make recommendations to improve efficiency, revenue and customer experience
  • Work collaboratively on projects that support developments / improvements for the Financial Assessments Team in a professional and positive way

Transferable Skills that would make you successful in this role include:

  • Proven experience of managing a team delivering excellent customer service, with experience of conflict resolution, negotiation and diplomacy
  • High level of numeracy and literacy skills and experience of managing a team that complete accurate figure work
  • Strong commercial acumen and organisational skills. An ability to manage a team that handle multiple tasks while working to tight deadlines and maintaining a high degree of accuracy and organisation
  • Ability to influence and communicate with managers and customers
  • Experience of developing user guides and training documentation
  • Articulate and able to communicate in a clear manner both verbally and in writing, in particular with at risk adults and their carers, to achieve desired outcomes
  • The ability to travel to visit service users at their home from time to time

We are a dedicated team, with a supportive management team to encourage your learning and development.

If you feel you have the experience, skills, attributes, and motivation to become part of our team, we are looking forward to hearing from you.

If you do not have the full requirement of the person specification, please do still apply as we offer training and a full induction programme, with regular supervision and yearly appraisal. There’s also continued ongoing support from our friendly and supportive team, to allow you to succeed and thrive in your role.

Interviews will be held during week commencing 22nd April 2024.

If you would like to have an informal discussion about the roles on offer, please contact Operations Manager, Hayley Wright at

Our benefits

We value our colleagues in Cambridgeshire County Council and have developed a number of benefits:

  • Flexible working
  • Flexible Bank Holidays
  • A comprehensive wellbeing package
  • Our Cambs Rewards employee discounts
  • A comprehensive pension scheme
  • IDEAL staff equality, diversity and inclusion network.
  • Camweb our staff intranet helping to keep you informed
  • An employee recognition scheme

About us

Cambridgeshire is a great place to work and live with a diverse population, an urban centre in Cambridge, historic Isle of Ely, Huntingdon and St Ives as well as more rural landscapes.

Our four values are central to our culture, driving everything we do.

We are proud to serve the diverse communities of Cambridgeshire and want our workforce to be reflective of this diversity, which we firmly believe benefits our colleagues, the organisation and our communities. If you don’t meet every single requirement in the job role but think this could be you, please don’t be put off.   We are committed to building a workplace that is compassionate and inclusive as well as diverse, so if you think you could be a good candidate for this role please consider applying and speak to the recruiting manager if you have any questions.

Our Equality, Diversity and Inclusion Strategy, along with our employee network 'IDEAL' and self-organised peer support groups help us to foster an inclusive, supportive and safe working environment where people feel valued, respected, and empowered.  We collect relevant diversity data for monitoring as part of the recruitment process to understand the diversity of our applicants and monitor any trends throughout the recruitment processes so that we can take meaningful action.

We are proud to be a Disability Confident Employer. We fully support providing reasonable adjustments throughout our recruitment process, as well as when you join us, and we encourage candidates to contact the Hiring Manager, whose details can be found in the advert, to discuss any adjustment needs. Some examples of adjustments could include additional time to complete an assessment or printing a document on pastel coloured paper with larger font size and line spacing. We would value talking about what might be possible to enable you to join us and thrive, so if there is something that would help you to do your best during your journey with us, please get in touch.

Visit our jobs and careers section to find out more about our wide range of learning and development opportunities; apprenticeships; our wellbeing package; staff benefits; our commitment to equality, diversity and Inclusion.

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