• Job Description

  Req#: A4258-25-0006?language=en&page=1052&sort=publicationDateDesc

  Job summary

  An exciting opportunity has arisen for a motivated and detail-oriented Finance Lead to join the team at Downend Health Group. Reporting directly to the Executive Business Manager, you will take the lead on all financial transactions, reconciliations, payroll and financial reporting for the Practice.

  This is a vital role in ensuring robust financial governance, accuracy, and high standards of probity across our growing and dynamic GP partnership.

  What We Are Looking For

  We are seeking someone with:

  • Strong numerical and financial skills
  • Excellent attention to detail and organisational abilities
  • A high level of financial governance awareness
  • Confident communication and interpersonal skills
  • Experience in a finance role (Primary Care experience is advantageous but not essential)
  • A minimum of 24 hours/week over at least 4 working days

  Why Join Us?

  • A supportive, friendly, and professional team environment
  • An opportunity to develop the role as your own
  • Attractive salary and NHS pension scheme

  You will be part of a forward-thinking, multidisciplinary team of over 100 staff including GPs, Paramedics, Clinical Pharmacists, Nurses, HCAs, and more all working together to deliver outstanding care.

  If you are ready to bring your financial expertise to a healthcare setting, we would love to hear from you.

  We particularly welcome informal visits to the practice, if you are interested in finding out more, please email:Chris Brookes Executive Business Manager) chris.brookes2@nhs.net

  Main duties of the job

  As Finance Lead, you will:

  • Oversee and manage day-to-day financial operations, including reconciliations, payroll and reporting
  • Ensure accuracy and compliance in all financial transactions
  • Support budgeting, forecasting and financial planning activities
  • Work closely with the Executive Business Manager and wider management team
  • Contribute to the ongoing development and improvement of financial systems and processes

  About us

  At Downend Health Group, our team and their wellbeing are some of our key priorities. The organisation has grown from humble beginnings with a skeleton staff, to a workforce of over 100 employees, providing services from two purpose-built surgeries.

  We are here to look after you as much as we are able. We have a range of policies to help staff from a Menopause Policy to resources on Mental Wellbeing. We also understand that flexibility is key to a successful work- life balance and where possible, we offer flexibility in working patterns to accommodate your needs.

  Downend Health Group know that all work and no play isn't great for anyone - we hold social gatherings, we run sweepstakes on sporting events and deliver a monthly reward scheme that recognises employees who have gone the extra mile. We value you and your commitment to the practice and like to recognise this with small tokens of appreciation.

  Our recruitment process is fast and friendly, at interview we offer a relaxed approach which we think is the best environment for you to learn a little about us and where we can get to know you. We wont keep you waiting long on our decision either and will respond to you as quickly as possible. We welcome applications for our non-clinical roles no matter what your career background. Our workforce team is built around common goals and values, and empathy and patience are key attributes, we also value your life skills which we believe are transferable to our workplace.

  Details

  Date posted

  18 June 2025

  Pay scheme

  Other

  Salary

  Depending on experience

  Contract

  Permanent

  Working pattern

  Part-time

  Reference number

  A4258-25-0006

  Job locations

  The Willow Surgery

  Hill House Road, Downend

  Bristol

  BS16 5FJ

  
  

  Christchurch Family Medical Centre

  North Street

  Downend

  Bristol

  BS16 5SG

  
  

  Job description

  Job responsibilities

  Main Duties of the role:

  The Finance Lead will be supported by the Executive Business Manager. The Finance Lead is responsible for providing financial management in the following areas:

  Purchase ledger processing, including HMRC and mortgage payments, monthly supplier payment runs including locum invoices

  Sales ledger processing, including chasing outstanding invoices

  Overall responsibility for running monthly payroll with support for HR lead

  Management of Private income and payments to salaried doctors / partners

  Ensure accurate and timely claims and reimbursements (employee sick leave, maternity leave, PCN funding streams, CQRS notifications)

  Work with Executive Business Manager to ensure accurate and timely operation of CQRS system and queries and claims as required

  Reconcile PCSE statements to ensure the accuracy of practice income

  Analysis of business operations as required in order to realise financial savings and demonstrate strong governance (e.g. value for money of locum rates and total spend / pay analysis where recruiting to vacancies)

  Working in line with NHS/ICB Contracts take advantage of opportunities to maximise Practice income

  Work with Executive Business Manager on monthly finance reports / quarterly forecasts

  Work with Executive Business Manager to complete Partners drawings as required

  Work with Executive Business Manager to complete budgets, establish monitoring systems

  Liaise with the Practice accountants to ensure the ledger is reconciled monthly

  Liaise with the Practice accountants to complete the end of year accounts

  Keep abreast of change in financial regulations and legislation

  Willingness to gain a basic knowledge of EMIS searching and reporting

  Practice Expectations:

  Ensuring high levels of attention to detail and accuracy with regards to the completion of all necessary documentation associated with the role;

  Maintaining effective liaison with other staff, PCN practices, appointed accountancy/banking services, and/or agencies;

  Working co-operatively within teams and respecting the skills, expertise and contributions of your colleagues;

  Collecting data, preparing reports and undertaking research as required;

  Ensuring the rules of GDPR, Caldicott, Freedom of Information Act and those issued by the NHS and CCG are understood and fully implemented;

  Supporting in the planning and co-ordination of practice targets including work streams such as Quality and Outcomes Framework (QOF); Enhanced Services (EHS); Care Quality Commission (CQC);

  Demonstrating a professional commitment to equality and diversity

  Ensuring skills and knowledge remain up to date by taking part in appropriate learning activities that maintain and develop your competence and performance

  Notice

  This job description sets out the duties which this role normally entails. The job holder should understand that the job title and job description may be amended by the

  Job description

  Job responsibilities

  Main Duties of the role:

  The Finance Lead will be supported by the Executive Business Manager. The Finance Lead is responsible for providing financial management in the following areas:

  Purchase ledger processing, including HMRC and mortgage payments, monthly supplier payment runs including locum invoices

  Sales ledger processing, including chasing outstanding invoices

  Overall responsibility for running monthly payroll with support for HR lead

  Management of Private income and payments to salaried doctors / partners

  Ensure accurate and timely claims and reimbursements (employee sick leave, maternity leave, PCN funding streams, CQRS notifications)

  Work with Executive Business Manager to ensure accurate and timely operation of CQRS system and queries and claims as required

  Reconcile PCSE statements to ensure the accuracy of practice income

  Analysis of business operations as required in order to realise financial savings and demonstrate strong governance (e.g. value for money of locum rates and total spend / pay analysis where recruiting to vacancies)

  Working in line with NHS/ICB Contracts take advantage of opportunities to maximise Practice income

  Work with Executive Business Manager on monthly finance reports / quarterly forecasts

  Work with Executive Business Manager to complete Partners drawings as required

  Work with Executive Business Manager to complete budgets, establish monitoring systems

  Liaise with the Practice accountants to ensure the ledger is reconciled monthly

  Liaise with the Practice accountants to complete the end of year accounts

  Keep abreast of change in financial regulations and legislation

  Willingness to gain a basic knowledge of EMIS searching and reporting

  Practice Expectations:

  Ensuring high levels of attention to detail and accuracy with regards to the completion of all necessary documentation associated with the role;

  Maintaining effective liaison with other staff, PCN practices, appointed accountancy/banking services, and/or agencies;

  Working co-operatively within teams and respecting the skills, expertise and contributions of your colleagues;

  Collecting data, preparing reports and undertaking research as required;

  Ensuring the rules of GDPR, Caldicott, Freedom of Information Act and those issued by the NHS and CCG are understood and fully implemented;

  Supporting in the planning and co-ordination of practice targets including work streams such as Quality and Outcomes Framework (QOF); Enhanced Services (EHS); Care Quality Commission (CQC);

  Demonstrating a professional commitment to equality and diversity

  Ensuring skills and knowledge remain up to date by taking part in appropriate learning activities that maintain and develop your competence and performance

  Notice

  This job description sets out the duties which this role normally entails. The job holder should understand that the job title and job description may be amended by the

  Person Specification

  Experience

  Essential

  • A comprehensive understanding of payroll, income and expenditure management, budgeting, ledger processing, banking, and financial analysis
  • To act on own initiative and be self-directed
  • A minimum of 24 hours per week is required over at least 4 working days, with an understanding that additional hours may be required on occasion.

  Desirable

  • Knowledge of Quick Books software would be desirable
  • Experience of working in Primary Care

  Qualifications

  Essential

  • Relatable qualification (e.g. AAT / bachelors degree or CIMA/ACCA)
  • Several years experience in a finance bookkeeper / lead position

  Skills

  Essential

  • To have an excellent, positive customer service mindset
  • Very good IT skills and a thorough understanding of Microsoft Office
  • High level of literacy, with excellent verbal and written communication skills
  • Have an understanding, and adherence to the need for strict confidentiality
  • Flexible approach to work pattern and to increase working hours when the demand arises, such as holiday and/or sickness absence
  • To ensure own statutory & mandatory training records are up to date

  Person Specification

  Experience

  Essential

  • A comprehensive understanding of payroll, income and expenditure management, budgeting, ledger processing, banking, and financial analysis
  • To act on own initiative and be self-directed
  • A minimum of 24 hours per week is required over at least 4 working days, with an understanding that additional hours may be required on occasion.

  Desirable

  • Knowledge of Quick Books software would be desirable
  • Experience of working in Primary Care

  Qualifications

  Essential

  • Relatable qualification (e.g. AAT / bachelors degree or CIMA/ACCA)
  • Several years experience in a finance bookkeeper / lead position

  Skills

  Essential

  • To have an excellent, positive customer service mindset
  • Very good IT skills and a thorough understanding of Microsoft Office
  • High level of literacy, with excellent verbal and written communication skills
  • Have an understanding, and adherence to the need for strict confidentiality
  • Flexible approach to work pattern and to increase working hours when the demand arises, such as holiday and/or sickness absence
  • To ensure own statutory & mandatory training records are up to date

  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.

  UK Registration

  Applicants must have current UK professional registration. For further information please see NHS Careers website (opens in a new window).

  Additional information

  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.

  UK Registration

  Applicants must have current UK professional registration. For further information please see NHS Careers website (opens in a new window).

  Employer details

  Employer name

  Downend Health Group

  Address

  The Willow Surgery

  Hill House Road, Downend

  Bristol

  BS16 5FJ

  
  

  Employer's website

  https://www.downendhealthgroup.com (Opens in a new tab)

  Employer details

  Employer name

  Downend Health Group

  Address

  The Willow Surgery

  Hill House Road, Downend

  Bristol

  BS16 5FJ

  
  

  Employer's website

  https://www.downendhealthgroup.com (Opens in a new tab)

• About the company

  National Health Service (NHS) is the umbrella term for the publicly-funded healthcare systems of the United Kingdom (UK). The founding principles were that services should be comprehensive, universal and free at the point of delivery—a health service based on clinical need, not ability to pay. Each service provides a comprehensive range of health services, free at the point of use for people ordinarily resident in the United Kingdom apart from dental treatment and optical care.

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