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Financial assessment and income officer

Reigate
Permanent
Surrey County Council
Income officer
Posted: 18h ago
Offer description

Description

We are committed to the development of our workforce. This position is only available to applicants who already work for Surrey County Council. We thank you for your interest in our roles and would encourage you to review our vacancies which are open to all.

These permanent, full-time positions have a starting salary of £33,552 per annum, based on a 36-hour working week. Part-time applications will also be considered.

We are excited to be hiring new Financial Assessment & Income Officers to join our fantastic Financial Assessments & Income Collection team.

The team is located in various settings across the county. Your preferred location can be discussed at interview.

This role is open to hybrid working and as a team we split our time between collaborating with colleagues in the office for two days per week (more frequently during training and induction period) and working from home.

Our Offer to You

1. 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service
2. Option to buy up to 10 days of additional annual leave
3. A generous local government salary related pension 
4. Up to 5 days of carer's leave and 2 paid volunteering days per year 
5. Paternity, adoption and dependents leave
6. An Employee Assistance Programme (EAP) to support health and wellbeing 
7. Learning and development hub where you can access a wealth of resources
8. Wellbeing and lifestyle discounts including gym, travel, and shopping
9. A chance to make a real difference to the lives of our residents

About the Role

This role sits within the Financial Assessment & Income Collections service, which is part of the Adults, Wellbeing and Health Partnerships Directorate. The team play a critical role in providing advice and information to service users in relation to welfare benefits entitlement, the council's charging policy and making payment for social care services, generally through direct telephone contact or face to face.

Your key responsibilities as an Assessment and Income Officer will include:

10. Completing financial assessments for residents in accordance with the legislation and the councils charging policy
11. Providing information on paying for care and ensuring assessment outcomes are fully documented and communicated
12. Resolving queries and effectively collaborating with internal and external customers to support them with understanding the assessment process resulting in a positive experience
13. Reviewing welfare benefit entitlement and helping with claims where needed to maximise income
14. Proactively supporting residents to make payment of care charges, ensuring that all charges due are collected in accordance with council policies and debt recovery procedures

Your Application

In order to be considered for shortlisting, your application will clearly evidence the following skills and align with :

15. A commitment to delivering a first-class customer service
16. Excellent communication skills and ability to deliver quality outcomes
17. Evidence of exceptional attention to detail and experience of analysing information to ensure right first-time assessments
18. Ability to organise, manage time and priorities efficiently and effectively

An enhanced DBS 'Disclosure and Barring Service' check for regulated activity (formerly known as CRB) and the Children's and Adults' Barred List checks will be required for this role.

To apply, we request that you submit a CV and answer the following 4 questions:

19. Please describe a time when you delivered exceptional customer service and the actions you took to ensure a positive outcome?
20. Please share an example of how your communication skills led to a successful outcome in a challenging situation.
21. Please provide an instance where your attention to detail and ability to analyse information ensured accuracy in an assessment.
22. Please tell us how you manage your time and prioritise tasks effectively when faced with multiple deadlines? Can you give an example.

The job advert closes at 23:59 on 12th April 2026 with interviews planned to follow.

Before submitting your application, we recommend you read the job description and our to get an insight into working at Surrey.

Contact Us

We look forward to receiving your application,

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