Finance Officer

Devon Partnership NHS Trust; Exeter; On-site; GBP 24,000 - 26,000; Full time

Job summary

Devon Partnership NHS Trust is seeking a Finance Support Officer to assist with cash management and banking functions. This role involves financial processing, reporting, and supporting the finance team to ensure effective financial operations. Ideal candidates will be studying towards AAT with relevant experience in finance, ideally within the NHS sector. An inclusive environment is promoted, welcoming applicants from diverse backgrounds.

Qualifications

• Studying towards AAT or equivalent finance experience.
• Experience in a similar area within either the NHS or private sector.
• Knowledge of finance processes and procedures.

Responsibilities

• Responsible for coordinating purchase card and petty cash function.
• Ensure timely and accurate processing of financial information.
• Conduct bank reconciliations and monthly reporting.

Skills

Knowledge of finance processes

Communication

Planning and prioritising workload

Ability to communicate effectively

Education

Studying towards AAT or equivalent

Tools

Agresso Accounting System

Job description

Location: Exeter, EX2 5AF
Salary: £24071.00 to £25674.00
Date posted: 3rd July 2025
Closing date: 20th July 2025

To support the finance team in providing a reliable and effective financial support service to Devon Partnership NHS Trust in respect of the different finance functions.

Ensure that financial information is processed accurately and in time with financial timescales and legal requirements, interpreting these where necessary.

Investigate enquiries and queries from suppliers/ staff and customers and provide advice and assistance as required.

Main duties of the job

To support the Cash Manager and Assistant Cash Manager in providing a reliable and effective Cash Management service to Devon Partnership NHS Trust in respect of the Cash & Banking functions.

• Responsible for co-ordinating the purchase card and petty cash function. This includes requesting new card users, ensuring credit limits are in line with policy and posting month end journals for spend to the ledger.
• Cashbook allocation
• Bank reconciliations
• Monthly reporting

About us

We provide mental health, learning disability and neurodiversity services, as well as a range of specialist & secure services for the wider south west region & nationally. We are passionate about promoting good mental health & wellbeing. We strive to use the expertise & resources within our organisation, and through our partnerships, to deliver high quality services that are safe & focused on people's recovery.

We are committed to developing a culture of coproduction, involving patients, families & carers in everything we do

Our values

We not only recruit based on qualifications & experience - we recruit individuals who possess & demonstrate the behaviours which underpin our Trusts core values. These include such attributes as showing a commitment to quality of care, improving lives of others, giving respect, dignity & compassion. We can bring those values to life in our everyday tasks by giving a smile; making time for people; challenging ourselves & others, & being open to new ideas.

We are committed to being an inclusive employer & applications are encouraged & welcomed from all sections of the community, regardless of any protected characteristics as governed by the Equality Act 2010. Part time & flexible working applications will be considered & supported, where possible. We particularly encourage applicants with lived experience of mental health conditions, neurodiversity or learning disabilities. We are a Disability Confident Leader.

Job responsibilities

Please refer to the full Job Description and Person Specification attached to this advert under "Supporting Information" which will provide further information on this role

Person Specification

Qualifications

• Studying towards AAT or equivalent or equivalent finance experience.

Experience

• Experience of working in a similar area within either the NHS or the private sector.

Knowledge and Skills

• 1. Knowledge of finance processes and procedures in a similar area.
• 2. Able to communicate internally with various levels of management and externally with statutory organisations.
• 3. Able to plan and prioritise own workload
• 1. Good working knowledge of Agresso Accounting System or other finance systems.
• 2. Ability to communicate effectively with customers and suppliers, with regards to complex issues.