Overview
Financial Assessment and Benefits Officer – Trowbridge, Wiltshire, United Kingdom
Salary: £31,537 – £33,699 per annum
Hours per week: 37 hours
Interview date: Wednesday 27 May 2026
We are seeking a dedicated individual to join our Adult Social Care Operations in the role of Financial Assessment Officer and Caseworker within our Financial Assessment and Benefit (FAB) Team.
Our team specialises in conducting financial assessments and welfare benefit checks for customers receiving council-funded support, prioritising a person-centred approach, which will see the successful candidate work with a vulnerable client group, through daily high-quality engagement. Renowned for excellence in partnership working, with the Department for Work and Pensions, our team has earned a Customer Service Award in recognition of its outstanding performance.
As a Financial Assessment Officer in a dynamic environment, you will manage the end-to-end financial assessment process. Your responsibilities include ensuring timely and accurate completion of new and review financial assessments, as well as supporting our community to maximise their Welfare Benefit entitlement. Financial Assessments are completed through various means including online and face to face in the customer’s home. Working independently and collaboratively, you will ensue that the customer is at the centre of all that we do.
Key qualifications include excellent customer service skills, effective communication, the ability to demonstrate and in depth understanding of financial circumstances, IT proficiency, and problem-solving abilities. If you possess the enthusiasm and commitment needed for positive outcomes, we welcome your application to be part of our team.
Why us?
Wiltshire Council is a friendly, welcoming place to work, with a ‘One Council’ ethos. Find out more about Our Identity, staff networks, and employee benefits here.
Our hybrid working model means office staff are on site for at least half their hours, community-based staff carry out at least half their admin time in a workplace, and customer‑facing roles work entirely from their service location.
We are committed to creating a workplace where positive relationships thrive and everyone feels engaged, supported and able to do their best. We do not tolerate discrimination, bullying or harassment. Everyone is expected to promote a culture of inclusion, dignity, trust and respect, guided by our vision and Our Identity.
Contact details
Nicola Patrick, Financial Assessment and Benefits Team Manager, at Nicola.Patrick@wiltshire.gov.uk
Please ensure to regularly check your spam or junk folder for any communication from us regarding the status of your application.
Application criteria
Please download and read the role description and person specification carefully before you apply.
We understand that AI tools can support you in preparing job applications. However, we value authenticity and would encourage you to ensure your submission genuinely reflects your own experiences, skills, and motivations.
While we welcome applications from job seekers who require skilled worker sponsorship, we are not able to issue a defined certificate of sponsorship due to limitations in our sponsorship capacity.
We are firmly committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and to the principles of inclusion and diversity in both employment and the delivery of services.
Statement of commitment to equality and inclusion
Wiltshire Council does not accept unsolicited CVs or candidate details from recruitment agencies that are not appointed under a current, valid contract or approved supplier arrangement (including through our neutral vendor, Comensura).
Submission of unsolicited CVs or candidate details to the Council, whether directly or to individual employees, will not be considered as an introduction and will not create any obligation on the Council to pay any fees. If a candidate whose details have been submitted speculatively is subsequently appointed through a compliant route, no agency fee will be payable in respect of the unsolicited submission.
Agencies wishing to work with the Council must do so only via our approved procurement processes and neutral vendor arrangements.
IMPORTANT: Before applying for this role, please make sure you have the right to work in the country where the role is based. Unless it clearly stipulates within in the job advert above that the hiring company is looking to or able to sponsor applicants it is deemed that the hiring employer will only consider applications from those able to comply with and work in the country where the role is based.
