Finance Assistant

NHS; Batley; On-site; GBP 24,000 - 28,000; Part time

Job summary

A leading healthcare provider seeks a Finance Assistant for a part-time role in Batley. This permanent position involves managing financial processes, supporting compliance, and contributing to the practice's success. Join a supportive team dedicated to patient care and community service.

Benefits

NHS Pension Scheme membership

Annual leave entitlement plus public holidays

Contractual sick pay

Flexibility to support work-life balance

Career development and training opportunities

Qualifications

• Experience or understanding of the financial assistant role.
• Exceptional attention to detail and strong organisational skills.

Responsibilities

• Managing and processing financial claims and income streams.
• Maintaining accurate financial records and liaising with accountants.
• Overseeing pensions, HMRC returns, and financial compliance.

Skills

Attention to Detail

Organizational Skills

Communication

Education

5 GCSEs including Maths and English at Grade 4 or above

Tools

Microsoft Office

SystmOne

Xero

Job description

Join to apply for the Finance Assistant role at NHS

Join to apply for the Finance Assistant role at NHS

Job Summary

Job Summary

Finance Assistant, Part-time 18-20 hours per week. Permanent Position.*Interviews will be held 4th and 5th June 2025*

About the Role: We are excited to recruit a Practice Finance Assistant, a new role created following a restructure to improve practice finance, performance and operational efficiency.

This role will suit someone highly organised with excellent attention to detail, who can support the day-to-day financial management of the practice and contribute to its long-term success. You'll work closely with the Operations Manager, Accountants, and Partners to ensure that financial processes run smoothly and effectively; helping us maximise income, control costs, and maintain high standards of financial compliance.

Your work will make a real impact on the success and stability of the practice.

Main duties of the job

Key Responsibilities Include:

• Managing and processing financial claims and income streams (QOF, enhanced services, insurance reports, etc.)
• Monitoring outstanding payments and debtors
• Verifying and coordinating supplier invoices and expenses
• Supporting cost-saving initiatives and financial planning
• Maintaining accurate financial records and liaising with the practice accountants
• Overseeing pensions, HMRC returns, and financial compliance
• Supporting student and trainee placement inductions and timetabling
• Co-ordinating the practices long term conditions recall system to improve income
• Providing occasional support to the wider practice team, e.g., processing urgent referrals
  
  

About Us

Kirkgate Surgery is a thriving, friendly GP practice with a growing patient list of 3,500 patients. We are well-regarded locally and proud to offer a positive, supportive, and patient-focused service to our community. This is an exciting time to join us, as general practice is evolving with greater investment and opportunities through government initiatives to deliver more care in the community. We currently have a team of 13 dedicated staff members who work closely together with a strong sense of teamwork and adaptability.

Being a small team, we foster a strong team ethos with a can-do attitude, adaptability, and a culture that values staff wellbeing, work-life balance, and investment in our staff. We want our team to enjoy coming to work and feel supported to grow.

What We Offer:

• A welcoming, supportive team environment
• Regular team-building and wellbeing events held during practice protected time
• NHS Pension Scheme membership
• Annual leave entitlement plus public holidays (pro-rata)
• Contractual sick pay (after qualifying period)
• Medical appointments leave and dependents leave (pro-rata)
• Flexibility to support work-life balance
• Career development and training opportunities
• Being part of a practice where you feel valued and can make a difference
  
  

Date posted

30 April 2025

Pay scheme

Other

Salary

£24,570 to £27,300 a year Prorated for part-time

Contract

Permanent

Working pattern

Part-time, Flexible working

Reference number

A5159-25-0001

Job locations

3 Kirkgate

Birstall

Batley

WF17 9HE

Job Description

Job responsibilities

Job Purpose:

To provide high-level administrative and financial support to ensure the smooth and efficient financial operation of the practice. This role is key to securing income, managing expenditure, supporting financial compliance, and assisting in cost-saving initiatives. You will work closely in collaboration with the Accountants who will provide bookkeeping and finance support, the Operations Manager and wider team.

Key Responsibilities:

Income Management:

• Run regular searches and claims via SystmOne and other clinical systems to ensure all income streams are captured and claimed promptly.
• Maintain a debtors ledger to track claims and outstanding payments, maximising revenue, including QOF and enhanced services, insurance reports etc
• Verify all incoming invoices for accuracy before processing.
• Support and contribute to high QOF achievement.
  
  

Expenditure & Payments:

• Ensure timely and organised payment of practice expenses to external parties, including locum invoices and supplier bills.
• Maintain a robust system for coordinating payments with the Financial Partner.
• Review and assess practice expenses in collaboration with the operations manager to secure value for money and support cost-saving efforts.
  
  

Finance Support:

• Have an effective and organised system for all financial information related to the practice
• Liaise with the practices accountants to ensure accurate and timely submission of invoices and expenses for the accountants to upload to Xero. Bookkeeping responsibility sits with the accountants
• Oversee the practices pension responsibilities, ensuring timely returns to HMRC and the NHS Superannuation Scheme.
• Respond to finance related queries from colleagues and external parties
• Ensure confidentiality of practice finances at all times. Ensure financial information is Password protected or locked away and is only accessible by the operations manager and the partners.
• Run and oversee the recall system for long term conditions to ensure high QOF achievement
• Manages specific patient lists that require administrative input from QOF as directed by the operations manager
• Any other finance related tasks requested to perform.
  
  

Strategic & Operational Support:

• Work closely with the Accountants, Operations Manager, and Partners on financial planning related to service changes and practice developments.
• Work with the accountants and partners to review budgets and contribute to cost-efficiency strategies.
• Support income generation through management of 24-hour BP and NHS Health Check recall lists
• Attend PCN meetings if required and keep a detailed log of financial information, cost savings or initiatives that could improve the practices finances.
• Actively seek out changes in the financial landscape and disseminate to the Partnership and Operations Manager.
  
  

Student and Trainee Placement Management

Provide students and FY2 doctors with timetables and induction timetables

General Practice Support & Team Work:

Provide emergency, ad-hoc cover for reception/secretarial if required to support the smooth running of the practice. Such as processing fast track referrals.

Runs reports to manage DNA letters/texts.

Job Description

Job responsibilities

General Practice Support & Team Work:

Provide emergency, ad-hoc cover for reception/secretarial if required to support the smooth running of the practice. Such as processing fast track referrals.

Runs reports to manage DNA letters/texts.

Person Specification

Experience

Essential

• Experience or understanding of the financial assistant role
• Exceptional attention to detail and strong organisational skills
• Effective communication and teamwork skills
• Able to use Microsoft Office - Excel
• Is proactive and reliable
• Comfortable managing confidential information
  
  

Desirable

• Experience using SystmOne.
• Experience within a General Practice setting and familiarity with NHS claims processes (e.g., QOF, enhanced services).
• Understanding of NHS pension schemes and HMRC reporting.
• Experience contributing to cost-saving or financial planning activities
• Familiarity with Xero
  
  

Qualifications

Essential

• 5 GCSEs including Maths and English at Grade 4 or above (or equivalent such as Grade C or above)
  
  

Person Specification

Essential

• 5 GCSEs including Maths and English at Grade 4 or above (or equivalent such as Grade C or above)
  
  

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.

Employer details

Employer name

Kirkgate Surgery

Address

3 Kirkgate

Birstall

Batley

WF17 9HE

Employer's website

https://kirkgatesurgery.nhs.uk/ (Opens in a new tab)

Employer details

Employer name

Kirkgate Surgery

Address

3 Kirkgate

Birstall

Batley

WF17 9HE

Employer's website

https://kirkgatesurgery.nhs.uk/ (Opens in a new tab)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance

Referrals increase your chances of interviewing at NHS by 2x

Sign in to set job alerts for “Financial Assistant” roles.

Leeds, England, United Kingdom 21 hours ago

West Yorkshire, England, United Kingdom 2 weeks ago

Leeds, England, United Kingdom 5 days ago

Bradford, England, United Kingdom 3 days ago

Sheffield, England, United Kingdom 1 week ago

Bradford, England, United Kingdom 3 days ago

Sheffield, England, United Kingdom 3 months ago

Leeds, England, United Kingdom 3 months ago

Leeds, England, United Kingdom 3 weeks ago

Bingley, England, United Kingdom 2 weeks ago

Flaxby, England, United Kingdom 3 weeks ago

Leeds, England, United Kingdom 2 weeks ago

West Yorkshire, England, United Kingdom 2 weeks ago

Harrogate, England, United Kingdom 3 weeks ago

Skipton, England, United Kingdom 1 week ago

Castleford, England, United Kingdom 3 weeks ago

Wakefield, England, United Kingdom 1 day ago

Wakefield, England, United Kingdom 1 week ago

West Yorkshire, England, United Kingdom 1 day ago

Assistant Business Services Finance Accountant

Leeds, England, United Kingdom 2 weeks ago

Leeds, England, United Kingdom 1 month ago

Leeds, England, United Kingdom 1 week ago

Stocksbridge, England, United Kingdom 3 weeks ago

Leeds, England, United Kingdom 6 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.