Finance Visitor / Financial Assessments

Job Description

Finance Visitor / Financial Assessments – Blackpool

Location: Blackpool, FY1

Salary: £21 to £23 (Umbrella)

Full Time – Monday to Friday – 37 hours

Contract: Six Month Contract – Possibly Beyond

We are looking for a motivated and detail-oriented Finance Visitor to join our team. This key role involves conducting financial assessments, advising customers on charges related to care services, and ensuring to maximises income while maintaining excellent service standards.

• Property Visits: Visit customer homes and residential care facilities to verify financial information, complete benefit forms, and identify opportunities for income maximisation.
• Financial Assessments: Process assessments resulting from visits, calculate service charges in line with legislation, and register property charges where necessary.
• Customer Support: Advise customers and their families on the financial implications of care services, including community and residential care charges.
• Debt Management: Initiate contact with customers to address debts, review recovery options, and take action in line with policies.
• Revenue Maximisation: Act within guidelines to provide advice and support aimed at maximising income collection.
• Collaboration: Plan and organise visits while working closely with team members, internal departments, and external agencies such as the Department of Work and Pensions.
• Problem Solving: Resolve escalated and complex queries from internal and external customers efficiently and professionally.
• Records Management: Maintain accurate and high-quality records for all visits and interactions.
• Invoice Management: Create and issue accurate Social Care invoices, ensuring timely payments and revenue optimisation.
• Compliance: Adhere to safe working practices and uphold all relevant standards and policies.

What We’re Looking For:

• Strong understanding of financial assessment processes, legislation, and revenue collection policies.
• Excellent communication and interpersonal skills for liaising with customers, families, and external agencies.
• Strong numerical and analytical skills to calculate service charges and manage debt recovery.
• Ability to manage and prioritise a varied workload efficiently.
• High level of professionalism and attention to detail in record-keeping and case management.
• Knowledge of benefits, awards, and financial support systems is a plus.
• Experience of dealing with people within their own home.

Recruitment is done in line with safe recruitment practices 4Recruitment Services is an equal opportunities employer.

To discuss this vacancy or other vacancies in your area please contact Liam Heddle on liamh@4recruitmentservices.com