Are you an experienced in finance, looking to join a warm and friendly team with a supportive culture?
If so, we have an exciting opportunity waiting for you at our multi-site primary care medical practice based in and around Poole in Dorset. Working with the GP partners and senior management team and leading your own team of Finance Administrators you will ensure that the practice operates in a profitable and cost-effective manner and have oversight of all financial procedures.
With practical experience in financial management, you will be able to demonstrate excellent accountancy and budgeting skills, producing financial reports, overseeing the substantial payroll and working closely with the practice’s Accountant in the preparation of year end accounts. NHS experience is welcomed, but not essential.
This post of offered as a 26-30 hours part time permanent contract. Working pattern is flexible.
Salary: £46,000 + based on experience (FTE) - pro rata for part time
Benefits include:
· Training and professional development
· Enhanced annual leave and sick pay scheme
· Employee Assistance Programme
· Cycle to Work scheme
· Employee Electric Car Scheme
Job Description
- Work as an integral part of the Management Team to ensure that the Practice operates in a profitable and cost-effective manner in keeping with the financial aspirations of the Practice Business Manager and Partners
- Support the Management Team in the provision of timely and accurate financial information and advice
- Be responsible for the analysis of the adverse/favorable movements between budgets and actual income/expenditure as part of the performance management process
- Have significant involvement in the annual budget setting process and ongoing in year budget maintenance / reconciliation
- Assist in identifying potential areas of cost and/or performance improvement and also the ongoing monitoring of such plans once implemented, particularly in the initiation/early stages and an annual review
- Provide ongoing financial advice and support and answer queries arising from the financial reports and produce ad hoc reports and analysis as required
- Provide information as requested by members of the Management Team
Organisational Responsibilities
- Maintaining and increasing sources of income – analysing and reporting on threats and opportunities
- Understanding of the Financial Implications of Contract Changes and Legislation
- In conjunction with the Practice Business Manager, maximise income
- In conjunction with the Practice Business Manager, minimise expenditure
- Successfully communicate routine, complex and contentious financial information, including presenting such by persuasion and/or negotiation where appropriate
- To produce statistical and management information for benchmarking analysis as required, to identify where potential benefits can be realised and make appropriate recommendations
- To produce and interpret a monthly Income and Expenditure position
- To manage the Primary Care Network (PCN) finances including production of monthly management budget reporting
- To provide financial oversight of the Practice Clinical Research activity.
Operational Responsibilities
- Record-keeping
- Cash-flow monitoring and forecasting
- Prepare regular forecasts and reports to the Practice Business Manager / Partners
- Purchase and Sales Ledger processing
- Manage and monitor PAYE for Practice staff and maintain appropriate records
- Confidentially manage Partners drawings
- Pensions Management
- Prepare monthly budget reports
- Manage Practice accounts; submit year-end figures promptly and liaise with the Practice accountant
- Manage and reconcile bank accounts and liaise with the Practice Bankers
- Ensure systems are in place and followed for invoicing for private services
- Ensure effective systems are in place to minimise and chase up bad debts
- Assist Practice Business Manager to ensure profitable use of all rooms
- Assess on costs for in-house providers and implement system for payment
- Manage appropriate systems for handling and recording of cash/cheques and petty cash
- Analyse and pay locum fees, enabling individual responsibilities at the end of each year.
- To ensure timely and accurate information for and attend (as required) Practice and PCN meetings.
Line Management Responsibilities
- To manage the Finance Administrator/s, including all first-line HR responsibilities, such as training, appraisal, support with welfare needs and absence management.
General Responsibilities
- Any other duties commensurate to the grade and as requested by the Practice Business Manager / Partners
- To carry out all duties in a professional and confidential manner and adhere to all Adam Practice protocols, policies and guidelines at all times
- To assist in ensuring management team objectives are met
- Actively take part in mandatory and internal/external training as requested
- Adhere to and follow all policies and protocols as listed in the Staff Handbook and contract, and demonstrate behaviour in line with the Adam Practice values as outlined in the Person Specification
- Follow all Practice Health and Safety guidelines and policies and inform the H&S lead of any infringements
This job description is not intended to be exhaustive, but to indicate the main areas of responsibility. It may be changed after consultation with the post holder. The employee shares with the employer, the responsibility for review and modification of duties. Suggestions and discussions are welcome.
The manner in which tasks are executed is of paramount importance, both in the staff acceptance of the Post Holder’s managerial status and to the smooth running of the Practice.
Person Specification
Qualifications
- Good general level of education
- Accountancy Qualification (Desirable)
Skills
- Ability to self-motivate, organize and prioritize own workload, whilst coping with day-to-day requirements.
- Ability to apply knowledge to workload and demonstrate analytical skills
- Ability and willingness to share information
- Proven numeracy skills and wage calculation experience.
- Excellent communication skills (verbal, written and presentational)
- Computer literate with a good working knowledge of Excel, Word etc
- Use of accountancy software e.g. Xero (Desirable)
Experience
- Significant experience in all aspects of financial reporting, planning and control.
- Significant experience of working to tight reporting deadlines
- NHS Financial experience (desirable)
Other
- An understanding, acceptance and adherence to the need for strict confidentiality.
- Ability to travel between the Practice’s sites
About us
The Adam Practice is an innovative, large 5 site practice, caring for approximately 40,000 patients. Our team of around 170 people includes many allied health professionals, including doctors, paramedics, nurses, healthcare assistants, support, and administration staff.
Due to our size, we value communication and teamwork. We operate a strongly relational team structure and endeavour to listen well, encourage ownership and involvement, and enable staff to grow in their individual development.
If you would like further information or to arrange an informal visit, please contact Carolyn Hattersley (Managing Partner) [email protected] or Zoe Potter (HR Manager) [email protected]
Provisional Interview Date: 25th June 2026
- Closing date: 21st June 2026 - this post may close early if a high number of applicants are received
Pay: £46,000.00 per year
Benefits:
- Company pension
- Cycle to work scheme
- Free parking
- On-site parking
- Sick pay
Work Location: In person
