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Somerset NHS Foundation Trust

Bank Assistant Income Accountant

The closing date is 29 June 2025

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Job summary

A bank opportunity has become available within our Income function within the Somerset NHS Foundation Trust Finance Team. This role will support the Head of Income coordinating & delivering the monthly reporting cycle in line with the contractual requirements.

Main duties of the job

Co-ordinate the collection of all activity and cost information to allow calculation of clinical income. Working closely with Information Department, Clinical Coding and clinical teams.

Process the activity (monthly) through a clinical income software package to calculate the Trust's clinical income applying the Payment by Results (PbR) rules.

Analyse, investigate and resolve financial queries and discrepancies

Preparation of monthly reports (internal and external) on the actual v's planned activity and income for the reporting period. This includes a written report on reasons for variances.

Liaise with information and clinical colleagues to ensure all necessary data is captured and data quality is refined.

About us

At Somerset NHS Foundation Trust, we're committed to supporting our employees with a range of benefits designed to enhance your professional and personal life. We offer:

  • Flexible working options to help you balance work and life
  • NHS pension scheme for long-term financial security

Additionally, you'll gain access to our Blue Light Card, unlocking exclusive discounts on shopping, dining, and leisure activities, as well as NHS-specific perks to support you both inside and outside of work.

We are proud to foster a diverse, skilled, and inclusive workforce, and we encourage applications from all backgrounds.

Why Somerset? Somerset offers the perfect blend of idyllic countryside, outstanding areas of natural beauty, and breathtaking coastlines, with vibrant cities like Bristol, Bath, and Exeter just a short drive away - and only two hours to London.

The region is home to excellent educational facilities, and with affordable housing compared to other parts of the country, it's a great place to build both your career and your future.

Somerset truly has it all - the peaceful countryside and cosmopolitan city life, with something for everyone to enjoy.

Details

Date posted

27 June 2025

Pay scheme

Agenda for change

Band

Band 4

Salary

£26,530 to £29,114 a year per annum, pro rata

Contract

Bank

Working pattern

Full-time, Part-time

Reference number

184-OL-BA-2868

Job locations

County Hall

The Crescent

Taunton

Somerset

TA1 4DY


Job description

Job responsibilities

Please see attached Job Description & Person Specification for further details of duties and responsibilities.

Job description

Job responsibilities

Please see attached Job Description & Person Specification for further details of duties and responsibilities.

Person Specification

Qualifications

Essential

  • AAT Qualified or hold a degree in a finance related discipline or equivalent work based knowledge.

Desirable

  • Prepared to study (or already studying) for further finance qualification (e.g. CIMA)

Experience

Essential

  • Experience with manipulating large Excel data files
  • Current Financial Legislation
  • Demonstrable understanding of financial management

Desirable

  • Good understanding of NHS Trust financial framework, sound grasp of accounting techniques and principles (especially as they apply to the NHS), and sound understanding of Trust accounting systems

Additional Criteria

Essential

  • Good level of competence in Advanced Excel, basic Word and Outlook
  • Advanced keyboard skills
  • Good communication and listening skills
  • Ability to communicate complex information effectively to all levels of staff and management
  • Ability to influence & negotiate with internal and external parties on a day to day basis.
  • Ability to process large amounts of data accurately
  • Experience with manipulating large Excel data files
  • Good organisational skills used in planning own work
  • Able to plan routine and sometimes complex tasks involving others
  • Able to work effectively with minimal management guidance / supervision
  • Excellent problem solving ability
  • Works to help the team to deliver excellent customer service
Person Specification

Qualifications

Essential

  • AAT Qualified or hold a degree in a finance related discipline or equivalent work based knowledge.

Desirable

  • Prepared to study (or already studying) for further finance qualification (e.g. CIMA)

Experience

Essential

  • Experience with manipulating large Excel data files
  • Current Financial Legislation
  • Demonstrable understanding of financial management

Desirable

  • Good understanding of NHS Trust financial framework, sound grasp of accounting techniques and principles (especially as they apply to the NHS), and sound understanding of Trust accounting systems

Additional Criteria

Essential

  • Good level of competence in Advanced Excel, basic Word and Outlook
  • Advanced keyboard skills
  • Good communication and listening skills
  • Ability to communicate complex information effectively to all levels of staff and management
  • Ability to influence & negotiate with internal and external parties on a day to day basis.
  • Ability to process large amounts of data accurately
  • Experience with manipulating large Excel data files
  • Good organisational skills used in planning own work
  • Able to plan routine and sometimes complex tasks involving others
  • Able to work effectively with minimal management guidance / supervision
  • Excellent problem solving ability
  • Works to help the team to deliver excellent customer service

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

Somerset NHS Foundation Trust

Address

County Hall

The Crescent

Taunton

Somerset

TA1 4DY


Employer's website

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

Employer details

Employer name

Somerset NHS Foundation Trust

Address

County Hall

The Crescent

Taunton

Somerset

TA1 4DY


Employer's website

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

Employer contact details

For questions about the job, contact:

Head of Income

Matthew Male

Matthew.Male@somersetft.nhs.uk

01823217830

Details

Date posted

27 June 2025

Pay scheme

Agenda for change

Band

Band 4

Salary

£26,530 to £29,114 a year per annum, pro rata

Contract

Bank

Working pattern

Full-time, Part-time

Reference number

184-OL-BA-2868

Job locations

County Hall

The Crescent

Taunton

Somerset

TA1 4DY


Supporting documents

Privacy notice

Somerset NHS Foundation Trust's privacy notice (opens in a new tab)