Assistant Financial Advisor

Lancashire Teaching Hospitals NHS Foundation Trust

This job is now closed

Job summary

Do you want to join a dynamic award winning finance team who are Towards Excellence Level 3 accredited, who will support you to develop your career? If yes, then this could be the role for you!

Lancashire Teaching Hospital NHS Foundation Trust has an exciting opportunity for high calibre accountant to join their Finance Directorate.

We are looking to recruit an Assistant Financial Advisor. You will be a self-motivated Financial Advisor who will support the Finance Team and assist the Division with its financial position.

Main duties of the job

We are looking for an individual with the drive to succeed, who can work as part of a team, on with their AAT qualification which we will support, and assist both clinical and operational leaders and managers.

The role is responsible for providing financial support and assistance to the Senior Assistant Financial Advisor & Financial Advisor in providing the delivery of a financial advisory service to the Division and its Clinical Business Units / Specialty Business Unit

The post will be based at the newly refurbished Finance Department at Preston Business Centre, which is located close to the M6/M55 and Trust's Royal Preston Hospital site.

There is an expectation that this role will be hybrid, working from home 60% of the time with the other 40% office based as per the Finance remote working policy.

About us

We have 10,000 fantastic people working hard to deliver quality services to our patients. Whatever your role, you help look after 370,000 people in our local area & give specialist care to 1.5 million people across Lancashire & Cumbria.

Working with us gives you the knowledge and sense of pride that every activity you do genuinely does make a difference to support our patients & staff, ensuring we keep thriving & delivering outstanding healthcare right across our local towns.

You'll have access to varied development opportunities, learn new skills, meet fab people & do things you'd never have done. You'll learn about working in a hospital, interacting with people from all different roles to build skills & enhance your career path.

You'll make an impact, be challenged to think differently, be bold & help innovate to keep improving things. Everything we do centres around patient care and enhancing their experience which means your role is pivotal and something really to be proud of.

Date posted

23 September 2024

Pay scheme

Agenda for change

Band

Band 3

Salary

£24,071 to £25,674 a year Per annum, Pro Rata

Contract

Permanent

Working pattern

Full-time, Flexible working, Home or remote working

Reference number

438-PB2249

Job locations

Preston Business Centre

Watling Street Road

Fulwood

PR2 8DY

Job description

Job responsibilities

Develop and maintain effective working relationships with managers and others within Finance and Trust wide service users.
Be the point of contact for all day to day enquires, referring where necessary to more senior staff in a competent and professional manner.
Ensure that all budgetary information is entered into the general ledger system.
Produce detailed set reports and ad hoc reports on a monthly basis and ensuring these are issued in a timely manner.
Collect and collate data/information.
Ensure that the data/information meets pre-set quality criteria and report any quality issues
Store data / information
Assist the Senior Assistant Financial Advisor & Financial Advisor with analysing information at month end.
Help budget holders understand their budgets by analysing expenditure
Ensure that monthly reports of the budgetary position are issued to budget holders
To be responsible for own continual professional development
Contribute to service improvements
Be a responsible team member

Job description

Job responsibilities

Develop and maintain effective working relationships with managers and others within Finance and Trust wide service users.
Be the point of contact for all day to day enquires, referring where necessary to more senior staff in a competent and professional manner.
Ensure that all budgetary information is entered into the general ledger system.
Produce detailed set reports and ad hoc reports on a monthly basis and ensuring these are issued in a timely manner.
Collect and collate data/information.
Ensure that the data/information meets pre-set quality criteria and report any quality issues
Store data / information
Assist the Senior Assistant Financial Advisor & Financial Advisor with analysing information at month end.
Help budget holders understand their budgets by analysing expenditure
Ensure that monthly reports of the budgetary position are issued to budget holders
To be responsible for own continual professional development
Contribute to service improvements
Be a responsible team member

Person Specification

Qualifications & Education

Essential

NVQ Level 2 in AAT (Association of Accounting Technicians)

Desirable

NVQ Level 3 in AAT

Knowledge & Experience

Essential

Experience in use of spreadsheets
Experience in the use of computerised financial ledger systems
Understanding of basis accounting principles like accruals, prepayments, deferred income etc

Desirable

Experience in using filter pivot tables, lookup and IF statements
Experience of Oracle / SBS Financial Systems
Previous NHS Finance experience

Person Specification

Qualifications & Education

Essential

NVQ Level 2 in AAT (Association of Accounting Technicians)

Desirable

NVQ Level 3 in AAT

Knowledge & Experience

Essential

Experience in use of spreadsheets
Experience in the use of computerised financial ledger systems
Understanding of basis accounting principles like accruals, prepayments, deferred income etc

Desirable

Experience in using filter pivot tables, lookup and IF statements
Experience of Oracle / SBS Financial Systems
Previous NHS Finance experience

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.