Job Summary
37.5 hours per week.
This is an exciting opportunity for an outstanding finance professional to join a growing and evolving Management Accounts team. We have a Operational Accountant post that will be pivotal in supporting Livewell Southwest with accurate and timely financial reporting, analysis and advice.
You will be joining a busy Management Accounts team playing a key role in.
Helping to support workforce planning going forward.
Helping to report on vacancy information to aide operational plans
Reporting accurate financial information to senior operational teams
Contribute towards and be an active member of a team of highly respected colleagues
If you have the motivation and enthusiasm to work within a large busy Management Accounts function to support Livewell Southwest to make a real difference to the delivery of health care services across Devon, then we are looking forward to hearing from you.
This is an exciting with exciting development opportunities in the team.
We support flexibility in working arrangements, including both the location and hours and are happy to discuss options that suit your work / life balance and any reasonable adaptions.
We operate a hybrid working arrangement, the finance team are required on sight on Wednesdays.
Main duties of the job
To ensure accuracy to the senior finance team and senior managers of the organisation on the current operational locality finance position.
To ensure budgets are accurate and affordable to deliver service. Ensuring establishments are correct on the ledger and payroll systems.
Meet with budget holders to review budgets and understand any significant variances. The postholder will need to be able to report these to senior finance staff.
Aide with development of organisational cost improvement plans.
Develop budget holder training packs and be a key partner in developing training.
Assist in vacancy approval process.
This role may not be eligible for sponsorship under the Skilled Worker route; please refer to the Direct Gov website for more information with regards to eligibility.
Please note that Livewell may close the job advertisement earlier than the specified deadline if a high number of applications are submitted. Therefore, we recommend you submit your application at the earliest opportunity.
All Livewell staff are expected to be able and willing to work across a 7-day service.
About Us
Livewell Southwest is an independent, award-winning social enterprise delivering integrated health and social care services across Plymouth, South Hams, and West Devon, with specialist services in parts of Devon and Cornwall. Our teams work in community hospitals, GP practices, sports centres, and health hubs.
As an organisation with a strong social conscience we are guided by our values,kindness, respect, inclusivity, ambition, responsibility, and collaboration. We focus on transforming services to ensure sustainability, while empowering staff and those we serve.
We involve the people we care for, along with their families and carers, in shaping the care they receive, striving to deliver the right care at the right time and place. Centering our work on individual needs helps people lead healthy, independent lives.
We prioritise employees' development, offering protected CPD time, training pathways, leadership programs, and funding for qualifications like the Care Certificate and Nurse Training Scholarships. Our induction and preceptorship programs ensure a smooth transition into our organisation.
Livewell Southwest values diversity and encourages applications from all sections of the community, including those with armed forces experience, lived experience of mental health, neuro-diverse conditions and learning disabilities. If you need assistance or reasonable adjustments during the application process, contact the Recruiting Manager listed in the job advert.
Details
Date posted
17 February 2026
Pay scheme
Agenda for change
Band
Band 6
Salary
£38,682 to £46,580 a year pa, pro rata
Contract
Permanent
Working pattern
Full-time, Part-time, Job share, Flexible working
Reference number
B AC-1929
Job locations
Crownhill Court
Tailyour Road
Plymouth
Devon
PL6 5DH
Job Description
Job responsibilities
JOB PURPOSE
To ensure accurate and reliable monthly finance position and summaries to the senior finance team, finance position for inclusion in executive reports, including understanding and reporting on investments / variances within services.
This role will need to work with service managers to develop Cost Improvement Plans (CIP) as well as helping understand financial position and assisting in reducing overspent budgets.
Assisting setting budgets for the new financial year will be imperative in the role, so full understanding of services is required
DEPARTMENTAL POSITION pending organisational change
Please refer to the attached Job Description for the organisational structure.
SCOPE AND RANGE
This role will be responsible for operational localities dependant on need as well as working with and supporting new business.
MAIN DUTIES/RESPONSIBILITIES
The below list gives the main tasks of the postholder however due to the ever-changing environment, post holder is expected to be flexible and pick up ad-hoc tasks where required.
What is done - Monthly and annual accounts closedown
To What / Whom - Head Of Finance
With what outcome - Accurate forecast position to build into sustainability papers
What is done - Meet budget holders review and plan budgets
To What / Whom - Budget Holders
With what outcome - Review / explain and plan budgets in line with resource
What is done - Help develop CIP plans
To What / Whom - Budget Holders
With what outcome - Achieve Cost Improvement Plans to ensure sustainability of organisation.
What is done - Business planning support
To What / Whom - Business Partner
With what outcome - Business planning sign-off
What is done - Budget Holder Training
To What / Whom - Budget Holders
With what outcome - Adequately train staff to allow them to be able to understand / review budgets
What is done - Budget and STAT maintenance on ledger
To what / whom - Head of Finance / Budget Holders
With what outcome - Allowing staff to review budgets and ensure staffing in line with resource. Efficient approval of Approval to Recruit forms and ensure accurate reporting
What is done - Investigate / Report on significant variance
To what / whom - Head of Finance / Business Partner
With what outcome - Highlight any issues that may need escalating / resolving ensuring sustainability of the organisation
What is done - Monitor new investments
To what / whom - Head of Finance / Budget Holders
With what outcome - Ensuring value for money and the deferral of money as required in line with policies
What is done - Approve / Decline Approval to Recruit (ATR) forms
To What / Whom - Budget Holders
With what outcome - Minimise disruption to services, ensuring affordable within budget
The above is not a comprehensive list of tasks. Tasks may change overtime. The post holder will be expected to adjust to meet the needs of the business.
Below are some points for you to consider when compiling the responsibilities and duties.
Responsibility for People Management
No direct reports but expected to help develop the finance support team.
Responsibility for financial and/or physical resources
Responsible for looking after IT equipment and returning on leaving or as requested.
Responsibility for administration
Post holder is expected to be able to work on own initiative as well as a part of a team.
Must be able to prioritise workload to ensure deadlines are met.
Able to keep appropriate documents for backing / audit sign off.
Must regularly meet budget holders.
Responsibility For People Who Use Our Services
Post holder expected to meet budget holders at least once per month to review budgets.
Monthly closedown task must
WTE must be up to date to ensure no delay to recruitment.
Responsibility for implementation of policy and/or service developments
Post holder must represent the operational localities in monthly closedown and budget setting work, ensure value for money.
Other Responsibilities
Post holder must ensure invoices are raised in a timely manner to maintain organisation cash position.
Post holder must amend budgets for pass through costs / income as appropriate.
Communications and Relationships
Post holder will work with the below stakeholders. This list is not definitive and may be subject to change. - Other members of finance team - Directors and deputy directors - Commissioners - Budget holders / service managers - Other corporate staff - SBS.
PHYSICAL DEMANDS OF THE JOB
Postholder should be able to work at home in line with the hybrid working policy. They must follow DSE guidance.
Ability to frequently travel independently and in a timely manner between Livewell Southwest sites and community locations including areas not served by public transport
Job Description
Job responsibilities
Other Responsibilities
Post holder must ensure invoices are raised in a timely manner to maintain organisation cash position.
Post holder must amend budgets for pass through costs / income as appropriate.
Communications and Relationships
Post holder will work with the below stakeholders. This list is not definitive and may be subject to change. - Other members of finance team - Directors and deputy directors - Commissioners - Budget holders / service managers - Other corporate staff - SBS.
PHYSICAL DEMANDS OF THE JOB
Postholder should be able to work at home in line with the hybrid working policy. They must follow DSE guidance.
Ability to frequently travel independently and in a timely manner between Livewell Southwest sites and community locations including areas not served by public transport
Person Specification
Experience
Essential
Experience within a finance setting.
Experience of forecasting / planning.
Able to analyse and report on information.
Specific Skills
Essential
Able to use excel, access to a high standard.
Communicate with clinical and non-clinical staff.
Confident in doing presentations.
Able to make decisions in line with policies.
Qualifications
Essential
Proven professional Accountancy qualification at NVQ level 5-6 OR Accountancy Degree OR CIMA (or equivalent) part qualified OR equivalent management accounts experience
Knowledge
Essential
Able to use Oracle.
Complete budget, pay and expenditure journals.
Essential
Additional Requirements
Work on own initiative.
Work as part of a team.
Able to give advice.
Confidentiality.
Person Specification
Essential
Work on own initiative.
Work as part of a team.
Able to give advice.
Confidentiality.
Certificate of Sponsorship
Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab).
From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).
Additional information
Certificate of Sponsorship
Applications from job seekers who require current Skilled worker sponsorship to work in the UK are welcome and will be considered alongside all other applications. For further information visit the UK Visas and Immigration website (Opens in a new tab).
From 6 April 2017, skilled worker applicants, applying for entry clearance into the UK, have had to present a criminal record certificate from each country they have resided continuously or cumulatively for 12 months or more in the past 10 years. Adult dependants (over 18 years old) are also subject to this requirement. Guidance can be found here Criminal records checks for overseas applicants (Opens in a new tab).
Employer details
Employer name
Livewell Southwest
Address
Crownhill Court
Tailyour Road
Plymouth
Devon
PL6 5DH
Employer's website
(Opens in a new tab)
Employer details
Employer name
Livewell Southwest
Address
Crownhill Court
Tailyour Road
Plymouth
Devon
PL6 5DH
Employer's website
(Opens in a new tab)
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