Financial Assessment and Income Assistant

These permanent, full-time positions have a starting salary of £30,647 per annum, based on a 36-hour working week.

A great opportunity has arisen with the Financial Assessment and Income Collection Team for Assessment and Income Assistants.

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

• 26 days’ holiday, rising to 28 days after 2 years' service and 31 days after 5 years’ service
• Option to buy up to 10 days of additional annual leave
• A generous local government salary related pension
• Up to 5 days of carer’s leave and 2 paid volunteering days per year
• Paternity, adoption and dependents leave
• An Employee Assistance Programme (EAP) to support health and wellbeing
• Learning and development hub where you can access a wealth of resources
• Wellbeing and lifestyle discounts including gym, travel, and shopping
• 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 Assistant will include:

• responsibility for explaining the paying for care process to individuals or their representatives, ensuring that the conversation is clearly communicated and fully documented.
• booking appointments and notifying both officers and individuals, making sure that all necessary information is provided and accurately recorded.
• expectation to resolve queries and work collaboratively with both internal and external customers to help them understand the assessment process, thereby ensuring a positive experience.
• supporting residents in using the council’s online financial assessment and payment tools.
• actively identifying any barriers that may prevent residents from making regular payments towards their social care charges.

Your Application

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

• A commitment to delivering a first-class customer service.
• Excellent communication skills and ability to deliver quality outcomes.
• Ability to organise, manage time and priorities effectively and efficiently.
• Willingness to work as a team using own initiative.
• Excellent IT skills and experience of using IT systems.

A DBS ‘Disclosure and Barring Service’ check for regulated activity will be required for this role.

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

1. Please provide an example of a time at which you have provided excellent customer service.
2. Tell us about your experience using IT systems, including any databases you have worked with and how you have used them in your role.
3. Tell us about a time when you worked collaboratively with colleagues or other teams/stakeholders to resolve a query or support a customer.
4. Provide an example of your ability to prioritise your workload and be able to respond to work pressures.

The job advert closes at 23:59 on 31st May 2026 with interviews planned to follow.

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

Contact Us

Please contact us for any questions relating to the role. This could be to discuss flexible working requests, transferable skills or any barriers to employment. For an informal discussion please contact:

Francesca Todaro – email Francesca.todaro@surreycc.gov.uk or call 0208 547 8380

Nicole Agyemfra – email nicole.agyemfra@surreycc.gov.uk or call 01737 737 093

Local Government Reorganisation (LGR)

Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities.

Join our dynamic team and shape the future of local government. Make a lasting impact with innovative solutions and improved services for our community. Help us build a brighter future for our residents! Please see more information here: Information for applicants on Local Government Reorganisation - Surrey County Council.

Our Commitment

We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview.

Your skills and experience truly matter to us. From application to your first day, we’re committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.