This role is offered on a fixed term basis for 14 months.
Under the direction of the Senior Operational Finance Manager and Financial Accountant, the Student trainee will provide efficient and effective support to the Finance team.
Broad range of general finance duties including ledger maintenance, variance analysis, journal posting, budget holder training, the collection and delivery of notes, responding to queries from internal and external sources and various other administrative and finance tasks. The assistant will be required to work as part of a team, have a flexible attitude to work, and following training provide cross cover during periods of staff absence.
The qualification, training & experience requirements for the role are underlined in the Job Description/Person Specification.
We have a skilled and dedicated workforce of over 5000 colleagues working in a diverse range of services over 55 sites and within people’s homes. We strive to enable a welcoming workplace culture that builds and celebrates civility, inclusivity and diversity, while providing a sense of belonging and trust.
Annual staff surveys, regular Pulse surveys and other engagement opportunities provide our people with lots of opportunity to tell us about their experiences of working with us. In the latest staff survey, 61% of colleagues gave us their views. It was great to hear that:
72% of colleagues would recommend the Trust as a place to work, ranking us 1st for Provider Trusts in the South West region on this question.
76% would recommend the standard of care provided in our services if a friend or relative needed treatment, also ranking us 1st in the South West region.
81% said that care of patients and service users is the Trust’s priority, compared with an average in comparable NHS Trusts in England of 64%.
This high-level overview shows we are in a healthy position, with higher scores than average for comparable organisations, alongside a great response rate, indicating good staff engagement. However, we also know we have plenty of room for improvement in many areas. To that end, we continue to prioritise and invest in our commitment to genuinely becoming a Great Place to Work with consistent top-quartile performance in the annual staff survey and Pulse surveys.
To work as part of a team alongside other clerical staff within the department and to be part of a wider multidisciplinary team delivering a high-quality service to other staff and patients, covering for colleague as required.
Dealing with queries, both face to face and via the telephone, taking messages and passing to appropriate team members in a timely manner. Communicate effectively with other members of the finance department. This is essential for the department to meet the monthly timetable and ascertain the requirements of the finance managers.
Required to develop and maintain excellent working relationships with all budget holders, communicating effectively at all levels of the Trust to provide advice to both financial and non-financial users. To assist in the provision of Income & Expenditure statements to budget managers. This includes meeting current timetables and providing exception reports for variances.
To assist finance staff in providing prompt and professional advice to budget holders.
To receive and discuss financial information with non-financial staff
Required to develop and maintain excellent working relationships with all budget holders, communicating effectively at all levels of the Trust to provide advice to both financial and non-financial users.
Co-operate with budget holders to obtain and understand key expenditure information. This requires positive communication skills to form a good working relationship.
Attend meetings as required.
To understand the Trusts statutory financial obligations, including the adoption and implementation of Standing Financial Instructions and Standing Orders
To ensure that confidentiality is strictly adhered to in line with legislation and Trust policies and procedures
Ensure that all data is stored, used and shared in accordance with Trust procedures and protocols and the Data Protection Act, and that confidentiality is always maintained.
T o undertake training as required and agreed with the mentor, supervisor and external assessor and complete competencies relevant to the work area / department.
Clerical tasks as required i.e., typing, photocopying, sorting post, answering the telephone, etc. to support team members. Be aware of and comply with the Trust’s policies and procedures as appropriate for the role.
Following training the supervisor may require you to cover or support other colleagues during absences/annual/sick leave etc.
Always promote equality and respect privacy and confidentiality, acting appropriately and professionally upon any sensitive information in accordance with Trust policy
To participate fully in personal appraisal and development review process.
To be flexible, with the ability to alter activities and priorities as the need arises
Undertake any other appropriate duties, commensurate with the role as required at the request of your supervisor
Contribute to a healthy and safe working environment by adhering to health and safety regulations and Trust policies.
This role is not eligible for sponsorship as per the Government’s UK VISA and Immigration Rules and Regulations. For more information please visit https://www.gov.uk/browse/visas-immigration/work-visas
