Financial services assistant | Lancashire & South Cumbria NHS Foundation Trust
| Posting date: | 07 October 2025 |
|---|---|
| Salary: | Not specified |
| Additional salary information: | £24,937 - £26,598 subject to confirmation |
| Hours: | Full time |
| Closing date: | 06 November 2025 |
| Location: | Walton Summit Centre, Preston, PR5 6AW |
| Company: | Lancashire Care Foundation Trust |
| Job type: | Permanent |
| Job reference: | 7534323/351-CS2784-TG |
Summary
Working as part of a small,friendlyand supportive team, this roleprovidessupport to the Financial Services department in achieving its keyobjectivesand providing an excellent customer service to the Trust,its’staff and patients and the Trusts’ customers and suppliers.
Key functions encompass purchase &sales ledgers, cashiers, reconciliations, patient’smoniesand other peripheral systems. The role offers post holders the opportunity to become skilled ina number ofoperational areas and requires a flexible approach to enable the department to meet the changing demands of the service.
Purchase Ledger
Register and scan Supplier invoices into the Trusts financial ledgers.
Assist in ensuring that the Trusts purchasing procedures are adhered to (eg orders are raised) and that invoices are authorised in accordance with the Trust’s scheme of delegation.
Distribute purchase invoices for authorisation by budget holders and match signed delivery notes/notifications to invoices, goods receipting orders where necessary.
Process invoices onto payment batches accurately and in a timely manner, ensuring adequate record keeping enabling reporting against targets such as the Better Payments Practice Code.
Manage and reconcile Supplier accounts, requesting credit notes, resolving queries and providing advice when necessary.
Raise manual accruals at the month/year end to ensure accurate reporting to budget holders.
Lancashire & South Cumbria NHS Foundation Trust provides a range of services including secondary mental health care across this area. Specialist provision comprises inpatient child and adolescent mental health services, perinatal mental health and forensic services including low and medium secure care.
The Trust also provides a range of physical health and well-being services in the community alongside a range of partners in the Lancashire, Cumbria and Sefton area.
Lancashire & South Cumbria Foundation Trust encourages flexible working, we believe that a positive work/life balance benefits NHS employees through improved health and wellbeing. We would consider working patterns such as; term time, part time, compressed hours, flexi-time and career breaks. We encourage applicants to state clearly on their application forms this request and discuss these options at interview.
For more information please visit our website via Lancashire & South Cumbria NHS FT.
Sales Ledger/Cash/Bank
• Raise sales invoices/credit notes from Trust documentation and deal with associated queries.
• Assist with credit control and the monitoring and reporting of aged debts including distributing reminder letters and statements to customers, telephone collections, negotiation of instalment agreements and referrals to the Trusts collection agents.
• Control and distribution of controlled stationery stocks.
• Record, receipt and bank all income received into the Trust including cash and cheques and payments received into the Trusts’ bank accounts.
• Generate manual payments including payable orders, Chaps, internal account transfers and Faster Payments transfers.
Ensure that petty cash requests are appropriately authorised and coded. Issue petty cash from the Finance float and process reimbursements for other Trust floats including liaison with the Trusts’ security carriers.
• Prepare reconciliations of the Trust balance sheet accounts (excluding reconciliations of the Trusts’ bank accounts).
• Process data onto the Trusts’ patients’ monies system in a timely and accurate manner and be responsible for reporting any system errors.
• Monitor, report and reconcile balances held on the patients’ monies system, advising staff, patients and carers as necessary.
Monitor and process deductions from staff salaries (excluding car lease), including paying over balances to Third parties where appropriate.
For more details on this vacancy please review the attached job description and person specification.
If you would like to discuss the post further, please contact:
Carrie Baron(AssistantFinancial Services Manager-Assurance)– carrie.baron@lscft.nhs.uk
Jo Smethurst (Financial Services Manager – Treasury) -Johanna.smethurst@lscft.nhs.uk
This advert closes on Tuesday 21 Oct 2025