Financial Assessments Review Officer Apprentice

Summary

We have an excellent opportunity available for a Financial Assessments Review Officer Apprentice to join our Adult Social Care Team here at Wokingham Borough Council, on a full time, 18-month Fixed Term Contract.

Wage

£23,656 a year

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Training course

Business administrator (level 3)

Hours

Monday to Friday 9am - 5pm

37 hours a week

Start date

Wednesday 3 September 2025

Duration

1 year 6 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

Carry out financial assessments reviews and annual reviews under the Council’s Charging Policies and other legal frameworks, through desk-based work, in accordance with defined legislation, procedures and timescales so the council may correctly charge for social services care packages, respite and residential care
Following process and procedure as per the Care Act 2014
Being able to communicate with colleagues and customers in an easy-to-understand language
To proactively identify service improvements, making recommendations to improve overall service delivery and customer service or working practices with knowledge of legislative requirements, quality assurance objectives and good practice. This may include contributing to development of IT systems to support improvements
Ensure the review of the assessments are dealt with correctly and in a timely manner, giving advice and guidance as required
Liaise with legal services in order to seek advice on complex legal issues relating to financial assessment reviews, where appropriate

Where you'll work

Shute End
Wokingham
Berkshire
RG40 1BN

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

IMPACT FUTURES TRAINING LIMITED

Your training course

Business administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.

Your training plan

Business Administrator Level 3
The apprenticeship training is delivered online
You will meet every 4-6 weeks with your trainer

Requirements

Desirable qualifications

GCSE in:

English (grade 4-9/A*-C)
Maths (grade 4-9/A*-C)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Presentation skills
Administrative skills
Number skills
Analytical skills
Logical
Team working
Creative
Initiative
Non judgemental
Patience
Full Driving Licence
Access to own car

About this company

Wokingham Borough Council is committed to safeguarding and promoting the welfare of children and vulnerable adults and expects all staff, other workers and volunteers to share this commitment. Wokingham is an equal opportunities employer.

http://www.wokingham.gov.uk (opens in new tab)

Company benefits

⭐ A generous annual leave entitlement of 25 days, plus Bank Holidays ⭐ Excellent local government pension scheme ⭐ An employee assistance programme ⭐ A range of local & lifestyle discounts ⭐ Use of a free onsite gym (located at Shute End office)

Disability Confident

A fair proportion of interviews for this apprenticeship will be offered to applicants with a disability or long-term health condition. This includes non-visible disabilities and conditions.

You can choose to be considered for an interview under the Disability Confident scheme. You’ll need to meet the essential requirements to be considered for an interview.

After this apprenticeship

The administration role may be a gateway to further career opportunities, such as management or senior support roles.

Ask a question

The contact for this apprenticeship is:

Wokingham Borough Council

Francisco De Sousa

francisco.desousa@wokingham.gov.uk

The reference code for this apprenticeship is VAC1000330733.

Apply now

Closes in 24 days (Sunday 3 August 2025)

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After signing in, you’ll apply for this apprenticeship on the company's website.

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