Job summary
- Main area
- Finance administration
- Grade
- Band 3
- Contract
- Permanent
- Hours
- Full time - 37.5 hours per week
- Job ref
- 351-CS2784-TG
- Employer
- Lancashire & South Cumbria NHS Foundation Trust
- Employer type
- NHS
- Site
- Sceptre Point
- Town
- Walton Summit Centre, Preston
- Salary
- £24,937 - £26,598 subject to confirmation
- Salary period
- Yearly
- Closing
- 21/10/2025 23:59
Employer heading
Financial services assistant
Band 3
Our Vision is to provide the best mental health, learning disability, autism and community based services for the populations we serve.
As an integrated mental health, learning disability and community Trust, Lancashire and South Cumbria NHS Foundation Trust provides a range of services including:
• Primary and secondary mental health care for children and adults including specialist inpatient child and adolescent mental health provision, perinatal mental health, forensic services including low and medium secure care.
• Specialist community support for children and adults with learning disabilities and autism, including intensive support.
• Community physical health and well-being services for children and adults.
The Trust was first established in 2002 and employs approximately 7,000 staff who provide care from more than 400 sites. The organisation offers opportunities for medics, mental health and general nurses, allied health professionals, psychology, administration and clerical staff, apprentices and volunteers.
Lancashire and South Cumbria NHS Foundation Trust supports flexible working, we believe that a positive work/life balance benefits NHS employees through improved health and wellbeing. We would consider working patterns such as; term time, part time, compressed hours, home/remote working, and flexi-time.
For more information visit our website via Lancashire & South Cumbria NHS FT.
Please note that further communication from Lancashire and South Cumbria NHS Foundation Trust (LSCft) will normally be to the email address given on the application form. You should also ensure that email addresses and telephone numbers are provided for your referees, to enable LSCft to contact them.
Job overview
Working as part of a small, friendly and supportive team, this role provides support to the Financial Services department in achieving its key objectives and providing an excellent customer service to the Trust, its’ staff and patients and the Trusts’ customers and suppliers.
Key functions encompass purchase & sales ledgers, cashiers, reconciliations, patient’s monies and other peripheral systems. The role offers post holders the opportunity to become skilled in a number of operational areas and requires a flexible approach to enable the department to meet the changing demands of the service.
Main duties of the job
Purchase Ledger
Register and scan Supplier invoices into the Trusts financial ledgers.
Assist in ensuring that the Trusts purchasing procedures are adhered to (eg orders are raised) and that invoices are authorised in accordance with the Trust’s scheme of delegation.
Distribute purchase invoices for authorisation by budget holders and match signed delivery notes/notifications to invoices, goods receipting orders where necessary.
Process invoices onto payment batches accurately and in a timely manner, ensuring adequate record keeping enabling reporting against targets such as the Better Payments Practice Code.
Manage and reconcile Supplier accounts, requesting credit notes, resolving queries and providing advice when necessary.
Raise manual accruals at the month/year end to ensure accurate reporting to budget holders.
Working for our organisation
Lancashire & South Cumbria NHS Foundation Trust provides a range of services including secondary mental health care across this area. Specialist provision comprises inpatient child and adolescent mental health services, perinatal mental health and forensic services including low and medium secure care.
The Trust also provides a range of physical health and well-being services in the community alongside a range of partners in the Lancashire, Cumbria and Sefton area.
Lancashire & South Cumbria Foundation Trust encourages flexible working, we believe that a positive work/life balance benefits NHS employees through improved health and wellbeing. We would consider working patterns such as; term time, part time, compressed hours, flexi-time and career breaks. We encourage applicants to state clearly on their application forms this request and discuss these options at interview.
For more information please visit our website via Lancashire & South Cumbria NHS FT.
Detailed job description and main responsibilities
Sales Ledger/Cash/Bank
- Raise sales invoices/credit notes from Trust documentation and deal with associated queries.
- Assist with credit control and the monitoring and reporting of aged debts including distributing reminder letters and statements to customers, telephone collections, negotiation of instalment agreements and referrals to the Trusts collection agents.
- Control and distribution of controlled stationery stocks.
- Record, receipt and bank all income received into the Trust including cash and cheques and payments received into the Trusts’ bank accounts.
- Generate manual payments including payable orders, Chaps, internal account transfers and Faster Payments transfers.
Ensure that petty cash requests are appropriately authorised and coded. Issue petty cash from the Finance float and process reimbursements for other Trust floats including liaison with the Trusts’ security carriers. - Prepare reconciliations of the Trust balance sheet accounts (excluding reconciliations of the Trusts’ bank accounts).
- Process data onto the Trusts’ patients’ monies system in a timely and accurate manner and be responsible for reporting any system errors.
- Monitor, report and reconcile balances held on the patients’ monies system, advising staff, patients and carers as necessary.
Monitor and process deductions from staff salaries (excluding car lease), including paying over balances to Third parties where appropriate.
For more details on this vacancy please review the attached job description and person specification.
If you would like to discuss the post further, please contact:
Carrie Baron (Assistant Financial Services Manager-Assurance) – [email protected]
Jo Smethurst (Financial Services Manager – Treasury) -[email protected]
Person specification
Qualifications
Essential criteria
- GCSE Maths and English grade A-C/4-9
- NVQ / Diploma level 3 in accounting
Desirable criteria
- Working towards AAT or similar
Knowledge
Essential criteria
- Accounting knowledge gained through working within finance
Experience
Essential criteria
- At least 1 years’ experience within a Finance environment
- Working with Ledger systems
- Ability to work as an individual and as part of a team
- Experience of working with MS Office Suite
Personal
Essential criteria
- Ability to work independently and as part of a team
- Strong organisational skills
Employer certification / accreditation badges
Documents to download
Further details / informal visits contact
- Name
- johanna Smethurst
- Job title
- Recruiting Manager
- Email address
- [email protected]
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