SHSCT - Financial Assessment Team Manager - Band 5

Job details

• Branch: Daisy Hill Hospital, Newry (SHSCT)
• Location: Daisy Hill Hosp-Build Control Building
• Directorate: Finance Procurement & Estates
• Salary: Band 5 (£31,049 - £37,796)
• Contract Type: Permanent
• Opening Date: 01/10/26
• Closes: Thu, 15 October 2026 @ 4:00 PM
• Interview Dates: To be confirmed

Notes

If you are submitting a manual application, please post it to: Recruitment Shared Services, Rosewood Villa, Longstone Hospital Site, 73 Loughgall Road, Armagh, BT61 7PR. Applications received after the advertised closing date/time cannot be considered, so please allow enough time for postage. “A waiting list may be created for similar posts that may arise while the waiting list is live, this may include temporary or part-time posts. This will be managed in line with the updated HSC waiting list principles effective from 1 April 2026”. Where a part-time waiting list is required, one part-time waiting list will be created- regardless of any specific hours advertised, this waiting list will cover all future vacancies where part-time posts arise. A part-time post is defined as any post that has less than 37.5 hours per week.” Please remember to save or print a copy of the job description before submitting your application, as it will not be accessible afterwards. Flexible Working We welcome flexible working requests from day one. All HSC organisations offer a range of flexible working options. The options available for this post will depend on the requirements of the role. Find out more about flexible working options on our website.

JOB DESCRIPTION

JOB TITLE

Financial Assessments Team Manager

BAND

Band 5

DIRECTORATE

Finance, Procurement & Estates

INITIAL LOCATION

Daisy Hill Hosp-Build Control Building

REPORTS TO

Financial Assessments Manager

ACCOUNTABLE TO

Head of Financial Services

JOB SUMMARY

The post holder will be responsible for the management of a team within the Financial Assessments department.

The post holder will be responsible for interpreting and implementing Government legislation in relation to Financial Assessments, processing charges under the legislation and pursuing the recovery of associated income due to the Trust.

He/she will provide clear leadership to all the staff in their Team, provide cover in the absence of colleagues, and will deputise for the Financial Assessments Manager across a range of responsibilities as and when required.

KEY DUTIES / RESPONSIBILITIES

Service Delivery

• Interpret and implement legislation and HPSS guidance in relation to providing a Financial Assessments service to the Trust.
• Manage and maintain the Trust system for acting as appointee for residents and clients, including liaising with Social Security Agency, Pensions etc and ensuring the correct receipt and payment of these monies.
• Assess and monitor the adequacy of staffing resources within their Team to provide for the accurate and timely processing of financial assessments and to ensure all staff are adequately trained in financial processes, particularly Charging for Residential Accommodation CRAG regulations, procedures and systems.
• Monitor referrals from Care Management and ensure they are carried out by Financial Assessors, prioritise work and plan efficient and effective staff deployment.
• Ensure CRAG regulations have been properly applied to financial assessments, including regular case meetings, participation in regional groups, annual reassessments and forecasts.
• Manage debt due to the Trust in conjunction with senior staff, solicitors, etc including negotiation with clients, relatives, representatives and processing through small claims court or high court procedures.
• Ensure the security of all cash, cheques, personal data and other documents within the finance department and system is maintained to the highest standard.
• Develop and maintain appropriate systems for the efficient flow and recording of information, particularly in relation to liaison with colleagues in the care management and finance departments, across the Trust and with solicitors, Office of Care and Protection etc eg reports for payment of private care homes and invoicing of maintenance contributions, costing, banking, business and planning statistics, contracts.
• Support team members in the safe provision of service especially in relation to loan working and distressing cases.
• Support the Financial Assessments Manager in ensuring that financial systems, procedures and processes are developed and implemented to deliver financial assessment services in a transparent and accountable manner.
• Ensure that all staff are adequately trained in and adhere to all Finance policies, processes and procedures within the Finance department.
• Ensure that all correspondence or other queries are dealt with according to Finance Department policies and procedures, and in a proper and prompt manner.
• Support the Financial Assessments Manager in ensuring the Trust complies with all statutory and departmental guidance.

Corporate Financial Reporting

• Support the Financial Assessments Manager in the provision of information required for performance and benchmarking reviews.
• Cooperate with Internal Audit on matters relating to the Financial Assessments function including the implementation of recommendations.
• Provide advice, guidance and training as required to staff or budget holders to ensure compliance with Trust Financial Assessments management procedures.

Resource and Financial Management

• Manage their Financial Assessments team to support the Financial Assessments Manager in delivering an effective service.
• Ensure the effective management, use and maintenance of all physical assets by the Financial Assessments team.

Planning and Policy

• Monitor and audit own work and that of their Financial Assessments team to further improve the quality and effectiveness of the provision of this service.
• Participate in the development of rigorous financial control policies and procedures for Financial Assessments and ensure these are adhered to by Financial Assessments staff.
• Identify system and procedure weaknesses and scope for improvements to Financial Assessments Manager to enhance control and efficiency.
• Continually review their team working practices to ensure that the optimum use of resources is achieved.
• Assist in the creation and maintenance of the appropriate financial culture in the Trust.

People Management

• Provide clear leadership to staff within their Financial Assessments team and ensure it has a skilled, flexible and motivated workforce.
• Ensure that structures and practices in the team support a culture of effective communication, team working, continuous improvement and innovation.
• Supervise and be responsible for the training needs of staff in their team, ensuring they are met.
• Monitor performance against deadlines, prioritise and delegate workload across team.
• Ensure the effective implementation of all Trust people management policies in the team and the achievement of all relevant targets such as those relating to staff performance and development reviews, the management of sickness and absenteeism, turnover etc.
• Ensure the effective management of staff health and safety and support in the team.

Information Management

• Support the Financial Assessments Manager in ensuring the effective implementation of all Trust information management policies and procedures by their Financial Assessments team.
• Support the Financial Assessments Manager in ensuring systems and procedures for the management and storage of information by the Financial Assessments team meet internal and external reporting requirements.

Divisional Responsibilities

• Develop and maintain high quality working relationships with colleagues to ensure achievement of divisional, directorate and corporate objectives.
• Ensure the department’s objectives and decisions are clearly communicated.
• Establish collaborative relationships and networks with external stakeholders in the public, private and voluntary sectors to ensure the directorate and Trust effectively discharges its functions.
• Contribute to the department’s overall governance processes to ensure the development of an integrated governance framework for the Trust that assures safe and effective care for patients and clients and complies with public sector values and codes of conduct, operations and accountability.

General Management Responsibilities

• Maintain good staff relationships and morale amongst the staff reporting to him/her.
• Delegate appropriate responsibility and authority to the level of staff within his/her control consistent with effective decision making whilst retaining responsibility and accountability for results.
• Participate as required in the selection and appointment of staff reporting to him/her in accordance with procedures laid down by the Trust.
• Take such action as may be necessary in disciplinary matters in accordance with procedures laid down by the Trust.

GENERAL RESPONSIBILITIES

Employees of the Trust will be required to promote and support the mission and vision of the service for which they are responsible and:

demonstrate their commitment by their regular attendance and the efficient completion of all tasks allocated to them.

ensure the ongoing confidence of the public in service provision.

comply with the HPSS code of conduct.

HUMAN RESOURCE MANAGEMENT RESPONSIBILITIES

The Trust supports and promotes a culture of collective leadership where those who have responsibility for managing other staff:

Establish and promote a supportive, fair and open culture that encourages and enables all parts of the team to have clearly aligned goals and objectives, to meet the required performance standards and to achieve continuous improvement in the services they deliver.

Ensure access to skills and personal development through appropriate training and support.

Promote a culture of openness and honesty to enable shared learning.

Encourage and empower others in their team to achieve their goals and reach their full potential through regular supportive conversation and shared decision making.

Adhere to and promote Trust policy and procedure in all staffing matters, participating as appropriate in a way which underpins Trust values.

GENERAL REQUIREMENTS

The post holder will be required to

Ensure the Trust’s policy on equality of opportunity is promoted through his/her own actions and those of any staff for whom he/she has responsibility.

Co-operate fully with the implementation of the Trust's Health and Safety arrangements, reporting any accidents/incidents/equipment defects to his/her manager, and maintaining a clean, uncluttered and safe environment for patients/clients, members of the public and staff.

Adhere at all times to all Trust policies/codes of conduct, including for example

Smoke Free policy

IT Security Policy and Code of Conduct

standards of attendance, appearance and behaviour

Contribute to ensuring the highest standards of environmental cleanliness within your designated area of work.

Co-operate fully with regard to Trust policies and procedures relating to infection prevention and control.

All employees of the Trust are legally responsible for all records held, created or used as part of their business within the Trust including patients/clients, corporate and administrative records whether paper-based or electronic and also including emails. All such records are public records and are accessible to the general public, with limited exceptions, under the Freedom of Information Act 2000 the Environmental Information Regulations 2004, the General Data Protection Regulations (GDPR) and the Data Protection Act 2018. Employees are required to be conversant with the [org name] policy and procedures on records management and to seek advice if in doubt.

Take responsibility for his/her own ongoing learning and development, in order to maximise his/her potential and continue to meet the demands of the post.

Represent the Trust’s commitment to providing the highest possible standard of service to patients/clients and members of the public, by treating all those with whom he/she comes into contact in the course of work, in a pleasant, courteous and respectful manner.

This Job Description will be subject to review in the light of changing circumstances and is not intended to be rigid and inflexible but should be regarded as providing guidelines within which the individual works. Other duties of a similar nature and appropriate to the grade may be assigned from time to time.

It is a standard condition that all Trust staff may be required to serve at any location within the Trust's area, as needs of the service demand.

Oct 2025

PERSONNEL SPECIFICATION

JOB TITLE AND BAND Financial Assessments Team Manager

DEPARTMENT / DIRECTORATE Finance, Procurement & Estates

HOURS 37.5 hrs

Ref No: <to be inserted by HR> Oct 2025

Notes to applicants

You must clearly demonstrate on your application form under each question, how you meet the required criteria as failure to do so may result in you not being shortlisted. You should clearly demonstrate this for both the essential and desirable criteria.

Shortlisting will be carried out on the basis of the essential criteria set out in Section 1 below, using the information provided by you on your application form. Please note the Trust reserves the right to use any desirable criteria outlined in Section 3 at shortlisting. You must clearly demonstrate on your application form how you meet the desirable criteria.

Proof of qualifications and/or professional registration will be required if an offer of employment is made – if you are unable to provide this, the offer may be withdrawn.

ESSENTIAL CRITERIA

SECTION 1: The following are ESSENTIAL criteria which will initially be measured at shortlisting stage although may also be further explored during the interview/selection stage. You should therefore make it clear on your application form whether or not you meet these criteria. Failure to do so may result in you not being shortlisted. The stage in the process when the criteria will be measured is stated below.

Factor

Criteria

Method of Assessment

Qualifications

University degree or equivalent higher qualification in relevant subject (such as Finance, Computing, Maths, Business Studies or related discipline)AND

1 years relevant experience*, of which

should be at a supervisory level**

OR

HNC or equivalent higher qualification in relevant subject (such as Finance, Computing, Maths, Business Studies or related discipline)AND

have 2 year’s relevant experience* of which one year should be at a supervisory role**

3 year’s experience in a supervisory role at Band 4 or equivalent

(* Relevant experience is defined as e

experience gained working as part of

a large finance team)

(**Supervisory level is defined as experience gained working at Admin and Clerical Band 4 and above or equivalent)

Shortlisting by Application Form

Experience

Demonstrate experience in using MS Office (Excel, Word and Outlook) and a strong knowledge and experience of financial /accounting systems.

Demonstrate experience in staff management.

SECTION 2: The following are ESSENTIAL criteria which will be measured during the interview/ selection stage:

Skills / Abilities

Excellent communication and interpersonal skills, with a proven track record of having worked with a diverse range of stakeholders, both internal and external to the organisation

Ability to analyse complex / sensitive data and communicating subsequent evaluation.

Ability to use own initiative, to identify problems and recommend appropriate solutions.

Ability to plan and organise work in order to meet deadlines.

Interview / Test

DESIRABLE CRITERIA

SECTION 3: these will ONLY be used where it is necessary to introduce additional job related criteria to ensure files are manageable. You should therefore make it clear on your application form how you meet these criteria. Failure to do so may result in you not being shortlisted

9 – Experience in preparation of Financial Assessment.

10 - Experience in debt management/ credit control.

As part of the Recruitment & Selection process it may be necessary for the Trust to carry out an Enhanced Disclosure Check through Access NI before any appointment to this post can be confirmed.

Successful applicants may be required to attend for a Health Assessment

THE TRUST IS AN EQUAL OPPORTUNITIES EMPLOYER

All staff are expected to display the HSC Values at all times