Finance Assistant

Coleridge Medical Centre


This job is now closed

Job overview

Coleridge Medical Centre is offering an excellent opportunity for a reliable, experienced and driven Finance Assistant to support the Finance Manager in the management and co-ordination of all aspects of the Practice finances.

The successful candidate will preferably hold a professional accounting qualification and have proven financial experience in bookkeeping, payroll and financial software systems (preferably Sage).

This is a part-time position, covering 19 hours per week.

Main duties of the job

Some key responsibilities will include:

  • sales and purchase ledger
  • managing weekly banking and petty cash processes
  • data analysis and reporting
  • providing monthly payroll support to staff and our payroll provider
  • ensuring the Practice is correctly remunerated for services provided

Along with the relevant experience, our ideal candidate will reflect our core Practice values of approachability, teamwork, communication and respect.

About us

Coleridge Medical Centre - A Healthy Practice.


We aim to provide a high quality, caring, safe and friendly atmosphere within which we help members of our community achieve and attain optimum levels of health.


APPROACHABILITY - Communicative, adaptive and approachable

TEAMWORK - We all have our part to play in making ourselves and our communities healthier

COMMUNICATION - Honest and direct communication and feedback

RESPECT - We appreciate the contributions, views and interests of others, and treat all with dignity

Ottery St Mary is a market town on the eastern fringes of Exeter and is easily accessible from the A30. Our premises are fully accessible and purpose built with good staff facilities and off site car parking close by.

Job description

Job responsibilities

Primary Responsibilities

  • Maintain the electronic financial purchase and sales ledger Ensure invoices are paid within the agreed time frame
  • Manage weekly banking and petty cash processes
  • Processing monthly/annual reimbursement claims
  • Provide monthly payroll support to staff and our payroll provider
  • Ensure statutory claims and payments are made in an accurate and timely manner
  • Ensure that effective financial controls are in place and processes are adhered to
  • Ensure the practice is correctly remunerated for services provided

Secondary Responsibilities

  • Deputise for the Financial Manager in their absence
  • Act as the primary point of contact for suppliers, customers and NHS partners
  • Maintain accurate policy and protocol documents

Person Specification



  • - GCSE grade A to C in English and Maths


  • - Recognised accounting qualification



  • - Excellent standard of education with excellent literacy and numeracy skills.
  • - Maintenance of financial accounting data and systems.
  • - Purchase and Sales Ledger management.
  • - Accounting software, preferably Sage.
  • - Strong IT skills, (Microsoft Office essential).
  • - Banking and Petty Cash management.
  • - Data analysis and reporting.
  • - Effective time management skills.
  • - Ability to build relationships with external partners.
  • - Excellent attention to detail.
  • - Ability to work to deadlines and manage workload accordingly.
  • - Demonstrate a high level of discretion and integrity.
  • - Ability to use initiative and judgment.
  • - Approachable and cooperative.
  • - Excellent communication skills.
  • - Supportive team member.


  • - Debt management.
  • - Experience of working in a healthcare setting .
  • - Experience of Primary Care funding and costs within NHS organisations.
  • - Payroll and Pension knowledge.
  • - Monthly extraction and reporting of data from clinical systems.

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

Tier 2 Certificate of Sponsorship

Applications from job seekers who require current Tier 2/skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website.

From 6 April 2017, Tier 2/skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants.

Employer details

Employer name

Coleridge Medical Centre


Canaan Way

Ottery St. Mary


EX11 1EQ

Employer's website

For help with your application, contact:

Rochelle Van Cady


Date posted

06 July 2021

Pay scheme






Working pattern


Reference number


Job locations

Canaan Way

Ottery St. Mary


EX11 1EQ

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Monday to Friday: 8am to 6pm

Saturday: 9am to 3pm

Closed Bank Holidays including Easter Sunday, Christmas Day, Boxing Day and New Year's Day.