Assistant Financial Advisor - Fulwood, United Kingdom - Lancashire Teaching Hospitals NHS Foundation Trust

Tom O´Connor

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Do you want to join a dynamicaward winningfinance team who are Towards Excellence Level 3 accredited, who will support you to develop your career? If yes, then this could be the role foryou

Lancashire Teaching Hospital NHS Foundation Trust has an exciting opportunity for high calibre accountant to join their Finance Directorate.

We are looking to recruit an Assistant Financial Advisor.

You will be a self-motivated Financial Advisor who will support the Finance Team and assist the Division with its financial position.


We are looking for an individual with the drive to succeed, who can work as part of a team, on with their AAT qualification which we will support, and assist both clinical and operational leaders and managers.

The role is responsible for providing financial support and assistance to the Senior Assistant Financial Advisor & Financial Advisor in providing the delivery of a financial advisory service to the Division and its Clinical Business Units / Specialty Business Unit


The post will be based at the newly refurbished Finance Department at Preston Business Centre, which is located close to the M6/M55 and Trust's Royal Preston Hospital site.


There is an expectation that this role will be hybrid, working from home 80% of the time with the other 20% office based as per the Finance remote working policy.

This is likely to change to 60% home working, and 40% being office based in the future.

We have 10,000 fantastic people working hard to deliver quality services to our patients.

Whatever your role, you help look after 370,000 people in our local area & give specialist care to 1.5 million people across Lancashire & Cumbria.


Working with us gives you the knowledge and sense of pride that every activity you do genuinely does make a difference to support our patients & staff, ensuring we keep thriving & delivering outstanding healthcare right across our local towns.


You'll have access to varied development opportunities, learn new skills, meet fab people & do things you'd never have done.

You'll learn about working in a hospital, interacting with people from all different roles to build skills & enhance your career path.

You'll make an impact, be challenged to think differently, be bold & help innovate to keep improving things.

Everything we do centres around patient care and enhancing their experience which means your role is pivotal and something really to be proud of.


  • Develop and maintain effective working relationships with managers and others within Finance and Trust wide service users.
  • Be the point of contact for all day to day enquires, referring where necessary to more senior staff in a competent and professional manner.
  • Ensure that all budgetary information is entered into the general ledger system.
  • Produce detailed set reports and ad hoc reports on a monthly basis and ensuring these are issued in a timely manner.
  • Collect and collate data/information.
  • Ensure that the data/information meets preset quality criteria and report any quality issues
  • Store data / information
  • Assist the Senior Assistant Financial Advisor & Financial Advisor with analysing information at month end.
  • Help budget holders understand their budgets by analysing expenditure
  • Ensure that monthly reports of the budgetary position are issued to budget holders
  • To be responsible for own continual professional development
  • Contribute to service improvements
  • Be a responsible team member

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