NHS Bristol, North Somerset and South Gloucestershire Integrated Care Board

Exceptional Funding Request Administrator

The closing date is 14 November 2025

Job summary

The role involves day to day administration of the Exceptional Funding Request process. The job holder will be expected to log and prepare case files for weekly screening meetings as well as communicating by email/letter/phone to stakeholders regarding funding queries or decisions.

Working with a small but dynamic team where process and procedures are critical to the work stream so team working and flexible approach essential to the role as is excellent customer service skills..

The days of work are Monday, Tuesday and Friday as days of work to enable oppposite hours to the other administration role.

Main duties of the job

This post will be working between home and 100 Temple Street (noting ICB Hybrid Working allows working from home if appropriate) but may include travel to another site and visits to Provider locations around the BNSSG area.The roles involve day to day administration of the Exceptional Funding Request process. The job holder will be expected to log and prepare case files for weekly screening meetings as well as communicating by email/letter/phone to stakeholders in regard to funding queries or decisions.

About us

We are committed to creating an inclusive organisation that promotes and values diversity. We know from experience that different ideas, perspectives and backgrounds create a stronger, more creative workplace that helps us to deliver the best services. We welcome applications which represent the rich diversity of our community; from people of all ages, disabled people, all genders, people from ethnic minority groups, LGBTQ+ people, people with diverse gender identity and expression, people from all religions and beliefs and other diverse characteristics, and we have processes in place to ensure that all applications are treated fairly and consistently at every stage of the recruitment process.

Details

Date posted

04 November 2025

Pay scheme

Agenda for change

Band

Band 4

Salary

£25,147 to £27,596 a year per annum pro rata

Contract

Fixed term

Duration

10 months

Working pattern

Part-time

Reference number

461-ICB-6209KB

Job locations

BNSSG ICB

100 Temple Street

Bristol

BS16AG


Job description

Job responsibilities

To provide administration support in the daily management of the Exceptional Funding Request (EFR) process To take responsibility for enquiries/requests for funding received in the electronic Mailbox. To log applications received on the EFR database in line with team KPIs To produce and update case files with information To log and prepare EFR case files for review by the screening panel. Request outstanding information where appropriate To communicate with Clinical Referrers, where appropriate that applications submitted do not contain information appropriate for the next step in the EFR process To be responsible for own development needs in relation to understanding ICB policies and requesting support / training where gaps identified. To process the complex Prior Approval funding requests, using an analytical approach to assess the evidence against the criteria to make decisions. To communicate outcomes to Referrers & Patients in a sympathetic manner. This could be to GPs/Consultants/Clinicians/other Health Professionals To be an adept call handler, sometimes receiving calls from disappointed patients and referrers which may require strong empathic skills and the ability to provide clear explanations. To escalate any verbal aggression / challenging emotional calls to EFR Manager to ensure emotional support received where appropriate To communicate any trends / issues identified to senior team members. To identify any process improvements and support in introducing them To represent the EFR team at BNSSG administration meetings and feedback to ensure consistency To support the EFR Manager with the initial investigations into complaints and draft responses where appropriate To liaise with GP Practices ensuring effective communications from EFR teamTo support consistency in the administration of the EFR process To follow best practice when file saving, version controlling documents, email management and recommend improvements where appropriate To support the teams compliance in line with agreed KPIs

To work closely with other EFR Administrators(s) to ensure a consistent approach Ensure regular communication with other EFR Administrator(s) to ensure a consistent and clearly defined approach. To maintain a high level of knowledge of the published policy criteria and keeping up to date with changes to existing policies and new policies.

Personal Development To monitor statutory training requirements and ensure that all required training needs are kept up to date. Own responsibility for any development needs and escalate for support where required.

Job description

Job responsibilities

To provide administration support in the daily management of the Exceptional Funding Request (EFR) process To take responsibility for enquiries/requests for funding received in the electronic Mailbox. To log applications received on the EFR database in line with team KPIs To produce and update case files with information To log and prepare EFR case files for review by the screening panel. Request outstanding information where appropriate To communicate with Clinical Referrers, where appropriate that applications submitted do not contain information appropriate for the next step in the EFR process To be responsible for own development needs in relation to understanding ICB policies and requesting support / training where gaps identified. To process the complex Prior Approval funding requests, using an analytical approach to assess the evidence against the criteria to make decisions. To communicate outcomes to Referrers & Patients in a sympathetic manner. This could be to GPs/Consultants/Clinicians/other Health Professionals To be an adept call handler, sometimes receiving calls from disappointed patients and referrers which may require strong empathic skills and the ability to provide clear explanations. To escalate any verbal aggression / challenging emotional calls to EFR Manager to ensure emotional support received where appropriate To communicate any trends / issues identified to senior team members. To identify any process improvements and support in introducing them To represent the EFR team at BNSSG administration meetings and feedback to ensure consistency To support the EFR Manager with the initial investigations into complaints and draft responses where appropriate To liaise with GP Practices ensuring effective communications from EFR teamTo support consistency in the administration of the EFR process To follow best practice when file saving, version controlling documents, email management and recommend improvements where appropriate To support the teams compliance in line with agreed KPIs

To work closely with other EFR Administrators(s) to ensure a consistent approach Ensure regular communication with other EFR Administrator(s) to ensure a consistent and clearly defined approach. To maintain a high level of knowledge of the published policy criteria and keeping up to date with changes to existing policies and new policies.

Personal Development To monitor statutory training requirements and ensure that all required training needs are kept up to date. Own responsibility for any development needs and escalate for support where required.

Person Specification

Qualifications/Skills

Essential

  • Educated to NVQ 3 level in relevant subject or equivalent level of experience of working at a similar level in specialist area

Knowledge/understanding

Essential

  • A good understanding of the health and social care environment and roles and responsibilities within it

Communication

Essential

  • Clear communicator with excellent writing, data entry and presentation skills: capable of constructing and delivering clear information/ instructions to staff and service users via email/letter/phone calls
  • Skills for communication on complex matters and able to escalate calls in difficult situations

Personal attributes

Essential

  • An ability to maintain confidentiality and trust; used to working in a busy environment; adaptability, flexibility and ability to cope with uncertainty and change.
  • Excellent customer service skills; Professional calm and efficient manner; Effective organiser; Demonstrate a strong desire to improve performance and make a difference by focusing on goals; Understand of and commitment to equality of opportunity and good working relationships
  • Commitment to continuing professional development.

Physical skills

Essential

  • Skills for manipulating information; Intermediate keyboard skills

Experience

Essential

  • Understanding of the health and social care environment and roles and responsibilities within in.
  • Knowledge of project/change management and/or health information systems development.
  • Workforce development knowledge and experience
  • Awareness of equality and valuing diversity principles
  • Understanding of Confidentiality and Data Protection Act

Analytical

Essential

  • Ability to understand a broad range of complex information quickly and making decisions where opinions differ/no obvious solution
  • Experience and understanding of evaluating and measuring the performance of health services.
  • Proven ability to analyse and interpret information, pre-empt and evaluate issues, and recommend and appropriate course of action to address the issues

Autonomy

Essential

  • Ability to work on own initiative and organise own workload without supervision working to tight and often changing timescales
Person Specification

Qualifications/Skills

Essential

  • Educated to NVQ 3 level in relevant subject or equivalent level of experience of working at a similar level in specialist area

Knowledge/understanding

Essential

  • A good understanding of the health and social care environment and roles and responsibilities within it

Communication

Essential

  • Clear communicator with excellent writing, data entry and presentation skills: capable of constructing and delivering clear information/ instructions to staff and service users via email/letter/phone calls
  • Skills for communication on complex matters and able to escalate calls in difficult situations

Personal attributes

Essential

  • An ability to maintain confidentiality and trust; used to working in a busy environment; adaptability, flexibility and ability to cope with uncertainty and change.
  • Excellent customer service skills; Professional calm and efficient manner; Effective organiser; Demonstrate a strong desire to improve performance and make a difference by focusing on goals; Understand of and commitment to equality of opportunity and good working relationships
  • Commitment to continuing professional development.

Physical skills

Essential

  • Skills for manipulating information; Intermediate keyboard skills

Experience

Essential

  • Understanding of the health and social care environment and roles and responsibilities within in.
  • Knowledge of project/change management and/or health information systems development.
  • Workforce development knowledge and experience
  • Awareness of equality and valuing diversity principles
  • Understanding of Confidentiality and Data Protection Act

Analytical

Essential

  • Ability to understand a broad range of complex information quickly and making decisions where opinions differ/no obvious solution
  • Experience and understanding of evaluating and measuring the performance of health services.
  • Proven ability to analyse and interpret information, pre-empt and evaluate issues, and recommend and appropriate course of action to address the issues

Autonomy

Essential

  • Ability to work on own initiative and organise own workload without supervision working to tight and often changing timescales

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

NHS Bristol, North Somerset and South Gloucestershire Integrated Care Board

Address

BNSSG ICB

100 Temple Street

Bristol

BS16AG


Employer's website

https://bnssg.icb.nhs.uk/ (Opens in a new tab)


Employer details

Employer name

NHS Bristol, North Somerset and South Gloucestershire Integrated Care Board

Address

BNSSG ICB

100 Temple Street

Bristol

BS16AG


Employer's website

https://bnssg.icb.nhs.uk/ (Opens in a new tab)


Employer contact details

For questions about the job, contact:

EFR Manager

Paul Freeman

paul.freeman11@nhs.net

Details

Date posted

04 November 2025

Pay scheme

Agenda for change

Band

Band 4

Salary

£25,147 to £27,596 a year per annum pro rata

Contract

Fixed term

Duration

10 months

Working pattern

Part-time

Reference number

461-ICB-6209KB

Job locations

BNSSG ICB

100 Temple Street

Bristol

BS16AG


Supporting documents

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