Finance Assistant

Job Summary

We are seeking a dynamic and self‑motivated Finance Assistant to join our team at The Grange Surgery. The role will play a key part in the smooth running of the Practice’s financial, business and wider operations, with flexible hours totalling 15 hours per week.

The Grange Surgery is a well‑established, high‑achieving GP practice with a friendly, caring and patient‑centred approach. We serve approximately 9,500 patients, covering all demographics and local nursing and residential care homes. The surgery is located in Birkdale village, near Southport, and is a GMS practice and member of the local Southport and Formby Primary Care Network.

The Finance Assistant will have an integral role in ensuring the smooth running of the Practice. Working for the Practice Manager, the assistant will support all aspects of financial management within the Practice and support wider business decision‑making.

• Process invoices and payments with accuracy and efficiency; match purchase invoices to goods received and ensure all transactions are recorded correctly.
• Scan and circulate invoices for authorisation.
• Reconcile bank statements.
• Liaise with suppliers and staff regarding finance queries; chase overdue payments.
• Continually seek potential savings opportunities.
• Liaise with banks, accountants and other external organisations when needed.
• Support payroll, pensions and expense claims.
• Assist the Practice Manager in preparing budgets, financial reports and year‑end accounts.
• Support financial governance, ensuring compliance with legal and regulatory requirements.
• Maintain organised, compliant, and audit‑ready financial records.
• Oversee the administration of the Practice finance system and ensure regular backups of financial data.

• Support data collection, reporting and analysis for quality improvement frameworks such as QOF and LQC.
• Assist the Practice Manager in ensuring value for money across medical supplies, drugs, services and equipment.
• Support business decision‑making by assessing options for future activities and purchases.
• Work with staff to review stock levels and ensure they align with usage data.
• Help implement new systems, processes and technologies involving financial data.
• Carry out general administrative tasks as required.
• Manage confidential and sensitive information with discretion and professionalism.

Pay scheme: £25,000 – £28,000 a year FTE pro rata (salary subject to experience).

Contract:

Permanent. Working pattern:
Part‑time. Reference number: A4247‑2026‑GRA
002.

• Essential: GCSEs in Maths & English (Grade C/4 or above) or equivalent.
• Desirable:
  Level 3 qualification in a relevant subject; AAT or similar qualification.

• Essential:
  Background in finance/bookkeeping, budgeting, forecasting, claims/income, cash‑flow and banking; extracting, analysing and presenting data to support management decision‑making.
• Desirable:
  Using online finance systems; knowledge of NHS funding; NHS or Primary Care experience; implementing financial policies; supporting year‑end accounts, payroll, cost‑benefit analysis.

• Essential:
  Strong financial literacy and numeracy; excellent IT skills including Excel; problem‑solving and analytical skills; strong organisational skills with the ability to multitask and meet deadlines; high accuracy and attention to detail; good written and oral communication; ability to work independently and in a team.

• Essential:
  Reflects practice values – friendly, caring and patient‑centred; calm, resilient and adaptable; high levels of integrity and loyalty.

• Essential:
  Disclosure and Barring Service (DBS) check; maintain confidentiality and discretion.

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and requires a DBS check to verify criminal convictions.

The Grange Surgery
41 York Road, Southport, Merseyside, PR8 2AD

Website: (Use the "Apply for this Job" box below)..the