Job description

Job responsibilities

Job Purpose/Summary

To support the production of accurate financial information for Hinckley & Bosworth Medical Alliance Ltd (the Federation), 4Fed Healthcare Ltd, The Centre Surgery and the three Primary Care Networks (PCNs) Bosworth, Fosseway and Hinckley Central.

To manage payroll and pension services for the Federation and member practices / non-member organisations signed up to this service.

To analyse and present financial information to the Federation Managing Director, the Federation Board / Shareholders and PCNs.

To analyse, review, monitor and present monthly reports to member practices and quarterly reports to the Board.

Ensure internal control checks are adhered to and maintain accurate accounting records to support the production of statutory reporting, the preparation of the annual accounts and to support decision making.

To work closely with and support the Payroll & Finance Administrator.

Be an integral member of the Federation team.

The Centre Surgery:

Support the Practice Manager with all practice financial matters.

Produce monthly budget and cash flow reports.

Manage payroll and pension processing on a monthly basis.

Federation Administration:

Manage all Record-keeping on Sage and Sage Payroll. Manage all financial transactions, processing and record keeping:

• Cash-flow monitoring and forecasting
• Management of bank accounts
• Bank reconciliations
• Payment reconciliations
• Purchase and sales ledger processing
• PAYE
• Expense forms
• Pensions management
• Management of all Additional Roles Reimbursement Scheme (ARRS) claims.
• Process all payments to practices on a monthly / quarterly basis.
• Process all supplier payments on a monthly basis.

Maintenance of general financial controls to ensure the integrity and accuracy of accounts and balance sheet.

Manage all payroll services ensuring prompt and accurate processing and payment of salaries to all employees for whom payment is due, in accordance with relevant policies, procedures, terms and conditions and statutory regulations.

Liaise with the Integrated Care Board (ICB) finance team and the Federations external accountant.

Ensure all annual leave and bank holiday entitlements are recorded appropriately for payment and audit purposes.

Liaise with suppliers and manage account queries.

To formulate letters and spreadsheets using Microsoft Word and Excel either as an original document or using a standard format template to ensure accurate information is documented, calculated, and communicated.

To undertake any other duties the Federation Managing Director may allocate.

General Requirements:

To undertake surveys and/or audits as and when required.

Carry out project and analysis work as required, to support the finance function, deliver efficiencies, strengthen financial controls and enhance reporting.

To contribute to and implement financial policies and procedures as and when required.

To be responsible for the secure and confidential treatment of all payments records and personal information, ensuring correct authorisation is obtained before the release of sensitive and confidential information.

Confidentiality:

• In the performance of the duties outlined in this job description, the post-holder may have access to confidential information relating to practice staff and other healthcare workers. They may also have access to information relating to the practice as a business organisation. All such information from any source is to be regarded as strictly confidential and should be managed in line with GDPR and Data Protection legislation and guidance.
• Information relating to patients, carers, colleagues, other healthcare workers or the business of the practice may only be divulged to authorised persons in accordance with the practice policies and procedures relating to confidentiality and the protection of personal and sensitive data

Health & safety:

The post-holder will implement and lead on the full range of promotion and management of their own and others health, safety and security as defined in the practice Health & Safety policy, the practice Health & Safety manual, and the practice Infection Control policy and published procedures. This will include (but will not be limited to):

• Ensuring job holders across the practice adhere to their individual responsibilities for infection control and health and safety, using a system of observation, audit and check, hazard identification, questioning, reporting and risk management.
• Maintaining an up-to-date knowledge of health and safety and infection control statutory and best practice guidelines, and ensure implementation of these across the business
• Using personal security systems within the workplace according to practice guidelines
• Identifying the risks involved in work activities and undertaking such activities in a way that manages those risks across the business
• Making effective use of training to update knowledge and skills, and initiate and manage the training of others
• Using appropriate infection control procedures, maintaining work areas in a tidy and safe way and free from hazards, and initiation of remedial / corrective action where needed
• Actively identifying, reporting, and correction of health and safety hazards and infection hazards immediately when recognised
• Keeping own work areas and general / patient areas generally clean, identifying issues and hazards / risks in relation to other work areas within the business, and assuming responsibility in the maintenance of general standards of cleanliness across the business in consultation (where appropriate) with other sector managers
• Undertaking periodic infection control training (minimum annually)
• Routine management of own team / team areas, and maintenance of work space standards
• Demonstrate due regard for safeguarding and promoting the welfare of children.

Equality and diversity:

The post-holder will support the equality, diversity and rights of patients, carers and colleagues, to include:

• Acting in a way that recognises the importance of peoples rights, interpreting them in a way that is consistent with practice procedures and policies, and current legislation
• Respecting the privacy, dignity, needs and beliefs of patients, carers and colleagues
• Behaving in a manner that is welcoming to and of the individual, is non-judgmental and respects their circumstances, feelings priorities and rights.

Personal/Professional development:

The post-holder will participate in any training programme implemented by the Federation as part of this employment, with such training to include:

• Participation in an annual individual performance review, including taking responsibility for maintaining a record of own personal and/or professional development
• Taking responsibility for own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work

Quality:

The post-holder will strive to maintain quality within the practice, and will:

• Alert other team members to issues of quality and risk
• Assess own performance and take accountability for own actions, either directly or under supervision
• Contribute to the effectiveness of the team by reflecting on own and team activities and making suggestions on ways to improve and enhance the teams performance
• Work effectively with individuals in other agencies to meet patients needs
• Effectively manage own time, workload and resources

Communication:

The post-holder should recognize the importance of effective communication within the team and will strive to:

• Communicate effectively with other team members
• Communicate effectively with patients and carers
• Recognise peoples needs for alternative methods of communication and respond accordingly

Contribution to the implementation of services:

The post-holder will:

• Apply practice and Federation policies, standards and guidance
• Discuss with other members of the team how the policies, standards and guidelines will affect own work.

Participate in audits where appropriate.

Person Specification

Qualifications

Essential

• AAT Accounting Qualification or 3 years accounting experience
• Chartered Accountant qualification, or equilavent (or working towards)

Experience

Essential

• Experience of payroll and pension administrative duties
• Experience of using Sage Payroll
• Experience of using Sage Accounts
• Experience of managing accounts
• Experience of maintaining financial information systems
• Experience of financial planning and forecasting

Desirable

• Experience of NHS payroll and pensions administrative duties

Skills

Essential

• Ability to multitask
• Effective time management (Planning & Organising)
• Excellent communication skills (written and oral)
• Strong attention to detail
• Clear, polite telephone manner
• Ability to work as a team member and autonomously
• Good interpersonal skills
• Problem solving & analytical skills
• Strong prioritisation and organisational skills
• Ability to handle confidential information
• Strong record keeping skills
• Ability to follow policy and procedure

Desirable

• Strong IT skills
• Competent in the use of Microsoft Office and Outlook

Personal Qualities

Essential

• Polite and confident
• Flexible and cooperative
• Motivated
• Forward thinker
• Ability to work under pressure

Other Requirements

Essential

• Flexibility to work outside of core office hours
• Full driving licence and access to a vehicle

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.

Employer details

Employer name

Hinckley And Bosworth Medical Alliance Ltd

Address

The Standings, Fields Farm Business Centre

Hinckley Road,

Sapcote

LE9 4LH

United Kingdom

Employer's website

http://hbma-gpfederation.co.uk/ (Opens in a new tab)

Job description

Job responsibilities

Key Responsibilities

1. Strategic Leadership & PCN Business Planning

• Lead the development, delivery, and annual refresh of a PCN strategy and business plan, ensuring alignment with Federation objectives and practice priorities.
• Translate DES requirements into clear operational plans with measurable outcomes.
• Ensure centralisation of DES related workstreams wherever appropriate, reducing duplication and variation across PCNs.
• Provide structured leadership support to Clinical Directors, enabling them to focus on clinical leadership while the postholder oversees operational delivery.
• Act as a strategic link between practices, PCNs, the Federation Board, and system partners (ICB, INT, Local Authority).
• Work collaboratively with Federation leadership to align PCN business planning with Federation strategy, ensuring shared priorities are reflected in operational delivery and transformation programmes
• Incorporate SNP and MNP neighbourhood development work, ensuring PCN plans complement neighbourhood operating models and INT development.

2. Programme & Transformation Management

• Lead planning, implementation, and evaluation of transformation programmes including personalised care, digital and data initiatives, workforce development, and neighbourhood level projects.
• Develop programme documentation, risk logs, delivery plans, and progress reports.
• Ensure DES specifications are met, evidenced, and reported accurately.
• Identify opportunities for centralisation of workstreams (e.g., care coordination, data reporting, patient engagement, workforce planning).
• Oversee development and implementation of new services supporting population health management and improved patient outcomes.
• Work collaboratively with Federation, INT partners, and ICB colleagues to support neighbourhood level transformation and proactive care models.

3. Workforce Leadership & Line Management

• Provide day to day leadership, supervision, for ARRS staff, ensuring clarity of role, workload management, and high quality performance.
• Support ARRS staff to work consistently across practices, embedding standardised processes and shared operating models.
• Work with the Federation HR Manager to ensure robust workforce planning, recruitment, supervision, and development.
• Promote a culture of collaboration, continuous improvement, and professional growth within the PCN workforce.

4. Practice Engagement & Relationship Management

• Build strong, trusting relationships with member practices, ensuring transparent communication and shared ownership of PCN priorities.
• Actively engage practices in shaping PCN strategy, DES delivery, and transformation programmes.
• Facilitate regular practice engagement forums, feedback loops, and collaborative decision making structures.
• Ensure practices feel supported, listened to, and central to the PCNs direction and delivery.
• Ensure consistent communication and joint working between practices, PCNs, and the Federation to support cohesive planning and delivery.

5. Partnership Working & INT Integration

• Act as the operational lead for PCN involvement in the Integrated Neighbourhood Team.
• Strengthen relationships with community providers, mental health services, social care, voluntary sector organisations, and wider system partners.
• Ensure PCN priorities are represented within INT planning and that neighbourhood level initiatives are embedded across practices.
• Work collaboratively with Federation and ICB colleagues to support neighbourhood development, including SNP and MNP neighbourhood priorities, MDT development, and proactive care models.
• Support the maturation of INTs, ensuring alignment with national policy, local neighbourhood plans, and the 10 Year Health Plan.

6. Data, Reporting & Performance

• Oversee data collection, analysis, and reporting for DES requirements, transformation programmes, and performance monitoring.
• Work with Federation analysts to produce actionable insights for Clinical Directors and practices.
• Ensure compliance with national reporting requirements and support practices to understand performance trends and improvement opportunities.
• Support neighbourhood level population health management, risk stratification, and proactive care planning.

7. Governance & Quality Improvement

• Ensure robust governance arrangements for PCN DES delivery, including risk management, financial oversight, and quality assurance.
• Support practices with QI methodologies, shared learning, and collaborative improvement cycles.
• Work with the Federation governance team to ensure policies, procedures, and reporting structures are adhered to.
• Ensure governance alignment across PCNs, Federation programmes, neighbourhood structures, and INT working.

This job description will be reviewed regularly and amended in agreement with the post-holder and the Primary Care Network Clinical Director and or Federation Managing Director.

Person Specification

Qualifications

Essential

• Degree of significant evidence of academic study or work experience in primary care

Experience

Essential

• An appreciation of the nature of GPs and general practice.
• Proven experience in primary care, PCN Management, or wider NHS transformation roles.
• Strong Leadership skills with the ability to support, influence, and motivate Clinical Directors and multidisciplinary teams.
• Excellent programme management skills with a track record of delivering complex projects.
• Ability to bring strong relationships with practices and system partners.
• An appreciation of the new NHS landscape including the relationships between individual practices, PCNs and the commissioners.

Desirable

• Experience line managing staff, ideally within a primary care or community setting.
• Experience working within a GP Federation or multi-practice environment.
• Experience of writing and contributing to high quality reports on projects undertaken for internal and external stakeholders.

Skills & Knowledge

Essential

• Excellent communication skills (written and oral).
• Strong attention to detail.
• Ability to work as a team member and autonomously.
• Strong analytical skills and ability to interpret data to drive improvement.
• Ability to develop strategic plans and translate them into operational delivery.
• Strong prioritisation and organisational skills.
• Ability to handle confidential information.
• Strong record keeping skills.
• Ability to work autonomously and manage competing priorities.
• Demonstrate personal accountability, emotional resilience and working well under pressure.
• Understanding of PCN DES requirements, primary care workforce models, and neighbourhood working.

Desirable

• Knowledge of INT structures and neighbourhood level integration.

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.

Employer details

Employer name

Hinckley And Bosworth Medical Alliance Ltd

Address

Willow View

Fields Farm Business Centre

Hinckley Road

Sapcote

LE9 4LH

United Kingdom

Employer's website

http://hbma-gpfederation.co.uk/ (Opens in a new tab)