The Patients Association is embarking on one of the most exciting, and important, periods in its history. We’ve set ambitious, challenging objectives for the future, and as the only national campaigning charity covering health and social care that also works directly with patients, we know we have a big job on our hands.

Our vision is very simple. We want health and social care to be delivered in a way that meets every person’s health and social care needs.

As our charity grows and the importance of our work increases, we are investing in some key appointments and are now recruiting for a Finance Officer to join us on a part-time basis. 

Job Title:                 Finance Officer

Responsible to:    Chief Executive, with day-to-day operational responsibility to the Head of                                            Income Generation

Contract:                Part-time, 15 hours per-week (flexible) (0.4 FTE)

Salary:                    £10,000 per year

The role

The Finance Officer is a critical new role within a small and enthusiastic team. The post is being
recruited to support the organisation in maintaining financial procedures & systems, budgeting,
management accounts and record keeping.

We are looking for a highly motivated and experienced individual who is capable of working
independently and can identify and implement ways of improving working practises and processes. 

Main duties and responsibilities

  • Ensure all income and expenditure transactions are recorded and Xero is updated
  • Ensure accurate and timely year end procedures
  • Reconcile all bank accounts
  • Maintain a fixed asset register
  • Monitor gift aid donations and submit claims to HMRC
  • Work with our payroll provider, approving payroll for payment
  • Ensure that invoices for project funding are raised on time
  • Manage the coding of transactions by projects and restricted funds
  • Monitor and ensure the prompt payment of invoices (within terms) and to monitor amounts due to the organisation
  • Manage the application of VAT for the charity, ensuring all returns are filed on time
  • Assist the CEO with the preparation of the Excel-based annual budget
  • Provide support to the CEO by providing monthly analyses and other information from the accounting system
  • Prepare monthly reconciliation of all accounts
  • Maintain a high level of confidentiality at all times throughout all duties and responsibilities.

 General Responsibilities

  • Co-operate with all staff in maintaining good relationships with outside agencies and the general public in order to uphold the Charity's image and win increased support for its work
  • Maintain confidentiality in all areas of work
  • Ensure that your conduct does not conflict with professional expectations
  • Actively support and promote the Patient Association values
  • Co-operate with all staff in maintaining harmonious inter-personal relationships
  • Ensure an awareness and observation of Fire and Health and Safety Regulations
  • Participate in regular supervision sessions with your line manager
  • Carry out any other duties as are within the scope, spirit and purpose of the job, the title of the post and its grading as requested by your manager.

Note: This job description reflects the present requirements of the post. As duties and responsibilities change and develop, the job description will be reviewed and is subject to amendment in consultation with the post holder.

Person specification


 Proven bookkeeping and/or financial administration experience (relevant qualification or part-qualification essential).

  • Proven experience of working knowledge of VAT
  • Proven experience of co-ordinating payroll
  • Knowledge and experience of maintaining effective systems and databases
  • Knowledge and experience of producing management accounts.

 Skills / Knowledge/ Abilities

  • Experience of using Xero or other cloud-based accounting package
  • Intermediate/Advanced Excel skills.
  • Numeracy and literacy commensurate with the role.

Communication & Interpersonal Skills

  • Ability to act on own initiative and organise personal workloads effectively
  • Ability to work under pressure and to tight reporting deadlines.
  • Ability to prioritise a diverse workload
  • Exceptional attention to detail
  • Excellent communicator with good interpersonal skills.

Shared Values        


We will always treat patients and their families, friends, carers as individuals. We will listen and act with respect and dignity.


We will seek to work with a wide range of stakeholder to share knowledge and promote excellence within the health and social care sector.


We have a responsibility to all patients. We will campaign against discrimination and disadvantage in the health and social care sector.


We will always put patient interests first and ensure that their voice is heard to create lasting change.


We demand the best from ourselves and the health and social care service. We will take pride in what we do and champion innovation


Flexible approach to working.

How to apply

To apply for the post, email [email protected] with your cover letter and CV. The closing date for applications is 4 January 2019.