Finance Visitor / Financial Assessments
Finance Visitor / Financial Assessments BlackpoolLocation: Blackpool, FY1Salary: £21 to £23 (Umbrella)Full Time Monday to Friday 37 hoursContract: Six Month Contract Possibly BeyondWe 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 Manage
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