Business & Finance Assistant

Job description

Job responsibilities

Business and Finance Assistant

Business Manager

The Business and Finance Assistant provides administrative and operational support to the GP practice across business, finance, and governance functions. The role is primarily supportive and clerical in nature, helping ensure that routine financial administration, governance processes, and day-to-day practice operations run smoothly. The postholder will work under supervision and will not be responsible for strategic, clinical, or financial decision-making.

• Provide support with basic finance administration, including:

  • Processing invoices and expense claims in line with practice procedures

  • Maintaining simple financial records and spreadsheets

  • Assisting with data entry and reconciliation tasks

• Prepare and collate routine financial information for review by senior staff or external accountants

• Liaise with suppliers regarding routine administrative queries

• Support payroll processes by gathering and submitting information as requested

• File and maintain financial documents in accordance with practice policies

• Support the practices governance arrangements by:

  • Saving, organising, and maintaining meeting minutes and key documents on the GP TeamNet portal

  • Ensuring documents are correctly named, version-controlled, and stored

• Assist with preparation of agendas and papers for meetings

• Support audits and inspections by collating requested documentation

• Maintain confidentiality and comply with information governance requirements

• Provide general administrative support across the practice

• Organise and support meetings, including:

  • Booking rooms or virtual meeting links

  • Preparing attendance lists and materials

  • Arranging refreshments or lunches for meetings

• Manage routine correspondence, emails, and telephone enquiries as appropriate

• Assist with maintaining office systems and supplies

• Undertake ad-hoc tasks to support the wider practice team

• Experience in an administrative or office support role

• Basic understanding of finance or accounts administration

• Good organisational skills and attention to detail

• Ability to use Microsoft Office (Word, Excel, Outlook) confidently

• Ability to follow procedures and work under supervision

• Discretion and ability to maintain confidentiality

• Experience in a GP practice, NHS, or healthcare environment

• Familiarity with TeamNet or similar document management systems

• Experience supporting meetings or governance processes

• Reliable, flexible, and practical

• Well organised and able to manage competing tasks

• Willing to support a wide range of routine duties

• Good communication and interpersonal skills

• Comfortable undertaking both desk-based and practical tasks

This role is administrative and supportive in nature. The postholder does not hold responsibility for clinical work, strategic planning, financial decision-making, or staff management.

Person Specification

Learning & Development

Essential

• Development and Learning Opportunities
• The role would particularly suit a new graduate or early-career candidate looking to develop practical experience in business and finance within a GP practice
• Opportunities to undertake relevant training courses, including IT, Excel, finance, governance, or NHS-related learning, subject to service needs
• Support and exposure to governance processes, business operations, and financial administration
• Opportunity to develop skills in meeting support, document control, and practice systems
• On-the-job learning with guidance from experienced staff

Qualifications

Essential

• Essential
• Educated to degree level (or equivalent), or able to demonstrate strong academic or vocational achievement
• Strong IT literacy, with confidence using Microsoft Office applications
• Good Excel skills, including data entry, use of basic formulas, formatting, and maintaining spreadsheets
• Well organised, with the ability to manage multiple routine tasks and meet deadlines
• Good attention to detail and accuracy in administrative work
• Ability to follow established procedures and work under supervision
• Good written and verbal communication skills
• Ability to handle confidential and sensitive information appropriately

Desirable

• Degree in business, finance, administration, management, or a related field
• Previous experience in an administrative, office, or finance-related role (including internships, placements, or voluntary work)
• Experience supporting meetings, including preparing papers, taking notes, or managing meeting logistics
• Familiarity with document management systems (e.g. TeamNet or similar platforms)
• Experience or interest in working within a healthcare or GP practice environment

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

Iridium Medical Practice

Address

299 Bordesley Green East

Stechford

Birmingham

B33 8TA

Employer's website

https://www.iridiummedicalpractice.nhs.uk/ (Opens in a new tab)