Skip to main content
Posted 31 July, 2026

Financial Assessment & Inclusion Officer

Rated Traders Ltd
Kingston upon Thames, ENG, GB Full Time

Job Description

RoleProfile-DetailsSpecifictoJobFamily FinancialAssessment&InclusionOfficerTheseroleswouldberegardedasfrontlineservicedeliveryroles.Here,roleholdersaredirectlyaccountableforperformance,oftenthroughthedirectcontrolofsignificantresourcesorthroughmanagedcontracts.Theserolesmayalsodeliversomeoftheirresultsthroughcollaborativeworkingwithco-producersorotherthirdpartyagencies.Atthelowerlevels,operationalmanagersmayoverseeadepartmentorteamandatthelowestlevels,directcontactwithserviceuserswillbeacommonfeatureofrolesinthisjobfamily.Atthehigherlevels,theymaybeinchargeofadepartment,largeoperationalareaorthemanagementofsignificantcontractsandmaybeultimatelyaccountableforensuringcompliancewithstatutoryobligations.RoleProfile-DetailsSpecifictoGrade FinancialAssessment&InclusionOfficerOperatingwithlimitedguidanceorinstructionssothatinitiativeandjudgementareneededtodeterminetoaddressandresolveshortterm(daily)problems.Likelytosuperviseasmallteam,assessingworkloadandprioritisingtasksforothers.Rolesrequiringalevelofprocessexpertisetodeliveranadvisoryorsupervisoryservice.BriefDescriptionofjobroleanddepartment FinancialAssessment&InclusionOfficerTheSharedFinanceServiceambitionistoaddvalue,inspiresuccessandthisroleispartoftheSharedFinanceService(SFS)teamcollectivelyresponsiblefordeliveringSFSactivitiestorealisethisambition.TheFinancialAssessmentandInclusionTeamisresponsiblefortheprovisionofafinancialassessmentsandincomemaximisationserviceforallrecipientsofcareservicesarrangedbyAdultSocialCare.Theteamalsoadministers,monitorsandprocessespaymentstocareproviders.Thisrolecarriesoutfinancialassessment,supportsincomecollectionof£5.6mincludingpaymentstocareprovidersforcontractsvaluedat£35mperannum.AsaFinancialAssessmentsandInclusionOfficer,thepostholderwillhaveakeyroleinrelationtosafeguardingandjointworkingwithAdultSocialCare,willleadonservicepolicydevelopmentandserviceimprovement,andraisetheprofileoftheserviceandensurehighlevelsofcustomersatisfaction.ThepostwillalsoworkflexiblyacrosstheFinancialAssessmentandInclusionTeamandtheFinancialInclusionteamduringpeakperiodsEducationand/orExperienceFinancialAssessment&InclusionOfficerAminimumof5GCSEs(includingEnglish&Maths)orequivalentExperienceofworkinginacustomer-focusedenvironmentandachievingsuccessfuloutcomesinareassuchasfinancialassessments/moneyguidance/debt/welfarebenefitadvice/householdbudgetingorworkinasimilarfinancefieldKnowledgeofwelfarebenefits&plannedwelfarereformse.g.UniversalCreditDesirableKnowledgeandExperienceFinancialAssessment&InclusionOfficerEducatedtoDegreeLevelMemberoftheNationalAssociationofFinancialAssessmentOfficers(NAFAO)CapabilitiesandBehavioursAbilitytoclearlyandeffectivelycommunicateverballyandinwritingatalllevels,withagooduseofplainenglishAbilitytodealwithmembersofthepublicinasympatheticandtactfulmanner,ofteninastressfulsituation.Abilitytomonitorandcalculatepayments,abletoprepare&presentstatsAbilitytoorganiseandprioritiseademandingworkload,workingeffectivelyunderpressure,demonstratingeffectivetimemanagementskillsAbilitytoworkaspartofateamaswellasusingyourowninitiativewithahighdegreeofselfmotivationTeamplayerabletoinspireconfidenceandrespectAbilitytocommunicateeffectivelywithcustomersandunderstandtheirneeds,ofteninemotionalandsensitivesituations.Empathy&agoodunderstandingoftheissuesfacedbycustomers,e.g.vulnerablepeopleUseproficientICTskillsincludingcorporatecommunicationsystems(Google,Agresso.Aniteetc)andrecognisethebenefitsandthepotentialofnewtechnologyAnyotherdutiescommensuratewiththegradeofthepostasmayberequiredfromtimetotime,includingattendingmeetingsoutsidenormalworkinghours.Mustbefit/mobileinordertovisitpeopleintheirownhomesandabletoclimbstairsTobefullyawareofandunderstandtheprinciplesofsafeguardingastheyapplytovulnerableadultsinrelationtoworkrole.TPBN1_UKTJ