Job summary
Due to the upcoming retirement of our Managing Partner, an exciting opportunity has arisen for an experienced and motivated Finance and Business Manager to join Holly Tree Surgery, a dynamic and forward-thinking dispensing GP practice located in the beautiful semi-rural area of south Farnham on the Hampshire and Surrey border.
In the catchment area of South Farnham School, ranked one of the best in the country and other excellent schools. We are part of Farnham and Surrey Heath Place which is being incorporated into Surrey Heartlands ICB. Purpose built surgery with own dispensary which dispenses to more than half of our 6,500 patients. GMS.
We are a democratic and supportive team and achieve very high patient satisfaction.
We are seeking a strategic, commercially astute professional to take the lead on financial management and business operations at a pivotal time in our development.
This is a key leadership role within the practice and a unique chance to make a real impact, not only on the performance of the organisation, but on the health and wellbeing of the local community.
As Managing Partner, you will need to be focused, organised, and passionate about optimising financial performance while ensuring the smooth running of the practice's operations.
If you are someone who thrives on balancing strategic leadership with operational detail, and you are excited by the opportunity to contribute to a growing and forward-thinking healthcare team, you will fit right in.
Main duties of the job
1. Contribute to ensure financial sustainability and operational excellence.
2. Support the development and delivery of clear plans and measurable goals that align with the practice's vision and future growth.
3. Design and implement robust systems to maximise income, monitor financial performance, and manage cost efficiencies.
4. Oversee all funding streams including GMS contracts, Enhanced Services, QOF, other income, and private services.
5. Ensure timely submission of claims and effective financial reporting in line with NHS and statutory requirements.
6. Ensure the practice meets all financial, legal, and quality standards required by the NHS and external regulators.
7. Communicate effectively with clinical and non-clinical teams to support a culture of collaboration, transparency, and accountability.
If you would like an informal discussion or to arrange a visit to the surgery, please contact Louise Upton at l.upton@nhs.net, and copy to Dr Steve Scott-Perry at steve.scottperry@nhs.net.
About us
As our new Managing Partner, you will play a pivotal role in shaping the future direction of the practice, working to ensure financial sustainability and operational excellence.
Our team is a blend of clinical and administrative professionals, offering a unique mix of fresh perspectives and innovative ideas, alongside long-standing members who bring a wealth of experience and dedication. Together, we work seamlessly to ensure the practice's success and deliver the best possible service to our patients.
We pride ourselves on a positive, collaborative culture where quality, efficiency, and a patient-centred approach are at the heart of everything we do.
We value individuals who can effectively manage financial systems, ensure compliance with regulations, and work collaboratively to meet the overall objectives of the practice.
Details
Date posted: 03 June 2025
Pay scheme: Other
Salary: £55,877 to £62,626 a year Depending on experience
Contract: Permanent
Working pattern: Full-time
Reference number: A2463-25-0002
Job locations: 42 Boundstone Road, Wrecclesham, Farnham, Surrey, GU10 4TG
Job description
Job responsibilities
To take responsibility and coordinate all aspects of organisation finances and information management, optimising efficiency and financial performance, ensuring the organisation achieves its long-term strategic objectives, as well as HR Management.
Through innovative ways of working, drive to achieve NHS targets and changes within a profitable, efficient practice environment.
The Finance & Business Manager will provide direct line management to staff within the practice team.
Person Specification
Experience (Essential):
* HR Management
* Experience of managing accounts
* Proficient in data analysis, and decision support tools
* Proven experience of working with Xero or similar accounting software
* Experience of financial planning and forecasting
* Experience of successfully developing and implementing projects
Experience (Desirable):
* Strong understanding of NHS finance and general practice operations, or a demonstrable ability to learn quickly
* Experience in primary care, commissioning, or other NHS organisations
* Knowledge of CQC requirements and quality improvement frameworks
* Previous involvement in practice development or change management projects
Qualifications (Essential):
* Educated to degree level in healthcare or business
* Excellent literacy and numeracy skills
* AAT Accounting Qualification or similar
Qualifications (Desirable):
* Same as above, repeated for emphasis or further detail
Disclosure and Barring Service Check
This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and requires a DBS check for any criminal convictions.
Employer details
Name: Holly Tree Surgery
Address: 42 Boundstone Road, Wrecclesham, Farnham, Surrey, GU10 4TG
Website: https://www.hollytreesurgery.com
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