An opportunity has arisen for an Assessment, Payment & Monitoring Officer within the Personalisation & Assessment Team.The successful applicant will be responsible for the processing of financial assessments and personal budgets, calculating and processing appropriate and timely payments, along with providing support and guidance to staff and service users in respect of Financial Assessments and Personal Budgets.The post holder will be able to explain the charging, financial assessment, payment, and debt recovery process to a wide cross section of individuals with differing levels of understanding and knowledge. This will be face-to-face, over the telephone and written correspondenceIn addition to this the post holder will ensure that financial contributions are paid timely and that personal budgets are spent appropriately in line with the individuals agreed budget allocation.Where financial contributions are not paid, or personal budgets are misspent the successful applicant will be responsible for liaising and agreeing appropriate debt recovery actions (including raising invoices, banking of cheques, and taking card payments over the telephone) in line with Government legislation and Departmental Policies and procedures.To undertake visits to vulnerable service users or representatives in their own homes or across the district regarding monitoring and recovery of monies for cash personal budgets, commissioned services (managed accounts) and joint funded cases with children and education.A high level of accuracy and numeracy, with excellent written, oral communication, negotiation & persuasion skills are required.If you would like any further information, then please contact Emma Barker on 07393 796382 or 01924 307317.Job title Assessment, Payment, and Monitoring Officer Job reference 243711 Date posted 11/08/2025 Application closing date 14/09/2025 Location Normanton Block C Normanton West Yorkshire WF6 1FD Salary £28,598.00 - £31,537.00, Grade 6, 37 hours, Permanent Package Blank Contractual hours 37 Basis Full time Job category/type Finance, Full time, Permanent Attachments Job descriptionAn opportunity has arisen for an Assessment, Payment & Monitoring Officer within the Personalisation & Assessment Team.The successful applicant will be responsible for the processing of financial assessments and personal budgets, calculating and processing appropriate and timely payments, along with providing support and guidance to staff and service users in respect of Financial Assessments and Personal Budgets.The post holder will be able to explain the charging, financial assessment, payment, and debt recovery process to a wide cross section of individuals with differing levels of understanding and knowledge. This will be face-to-face, over the telephone and written correspondenceIn addition to this the post holder will ensure that financial contributions are paid timely and that personal budgets are spent appropriately in line with the individuals agreed budget allocation.Where financial contributions are not paid, or personal budgets are misspent the successful applicant will be responsible for liaising and agreeing appropriate debt recovery actions (including raising invoices, banking of cheques, and taking card payments over the telephone) in line with Government legislation and Departmental Policies and procedures.To undertake visits to vulnerable service users or representatives in their own homes or across the district regarding monitoring and recovery of monies for cash personal budgets, commissioned services (managed accounts) and joint funded cases with children and education.A high level of accuracy and numeracy, with excellent written, oral communication, negotiation & persuasion skills are required.If you would like any further information, then please contact Emma Barker on 07393 796382 or 01924 307317.
