Job Description

This job is currently only open to people who already work for the NHS in Cornwall or the Isles of Scilly.
We are committed to supporting our dedicated staff, so only current employees of the following organisations can apply:
NHS Cornwall and Isles of Scilly Integrated Care Board
Cornwall Foundation Trust
Royal Cornwall Hospitals NHS Trust
If you do not currently work for one of these NHS organisations, your application will not be considered at this time.
We have an exciting opportunity for a Personal Health Budget (PHB) Finance officer to join our friendly and dedicated Finance team working for Cornwall and Isles of Scilly Continuing healthcare (CHC). This is a permanent position. The post holder will play a key role in ensuring the financial validation of individuals PHBs and supporting the CHC service byproviding an effective and competent level of accounts payable knowledge in a client-focused service.
CHC is full of activity where caring colleagues achieve together to meet the needs of the service. You will be required to work in partnership with your colleagues, work on your own initiative and manage sensitive situations.
We can offer hybrid working which allows you to work flexibly from one of our offices and from home in line with organisational requirements. We can provide the appropriate IT equipment, however there is an expectation that you will have a suitable home environment in which to work from.
Main duties of the job
Support the ICB in delivery of Personal health budget activity and financial targets by liaising with CHC co-ordinators and management team to ensure that all supporting documentation is completed and all systems are updated to manage and deliver PHBs effectively.
Undertake regular audits of spend to ensure individual PHBs are being utilised in line with support plans.
Produce exception reports to show where actual costs vary significantly from the planned costs for any period and investigate/highlight the cause of these variances within the financial review individual report.
Provide analysed cost and activity information to senior managers to support the investigation of variances.
Maintain annual timetabling of monthly PHB direct payments schedule and execute payment to individual accounts via approval process for payment run.
Support the wider team in the delivery of financial procedures such as accounts payable, invoicing, care home schedule payments, financial queries and restitution of reclaims process.
Supervision of finance staff, allocating work, co-ordinating activities, appraisals, return to work interviews, authorisation annual leave requests, management of formal performance cases and training of new staff.
About us
NHS Cornwall and Isles of Scilly Integrated Care Board is a statutory NHS organisation responsible for developing a plan for meeting the health needs of our communities, managing the NHS budget, and arranging for the provision of joined up health services which improve the lives of people who live and work in Cornwall and the Isles of Scilly.
By collaborating as an integrated care system (ICS) our health and care organisations can tackle complex challenges, including:
Improving the health of children & young people
Supporting people to stay well & independent
Acting sooner to help those with preventable conditions
Supporting those with long-term conditions or mental health issues
Caring for those with multiple needs as populations age
Getting the best from collective resources so people get care as quickly as possible.
We are keen to hear from people who would like to work with us, and we positively encourage applications from all sections of the community regardless of sex, sexual orientation, racial origin or disability.
You can look forward to excellent benefits including discounts in store and online, optional pension and life assurance, flexible working options, salary sacrifice vehicles and cycles and much more.
We are looking for people whose personal values and behaviours align with the NHS values outlined in theNHS Constitutionand our ownvalues and behaviours.Find out more about NHS Cornwall and Isles of Scilly ICB in the 'about us' section of our website.
Details
Date posted
10 October 2025
Pay scheme
Agenda for change
Band
Band 4
Salary
27,485 to 30,162 a year per annum pro rata
Contract
Permanent
Working pattern
Full-time, Flexible working
Reference number
471-7539018
Job locations
Chy Trevail, Praze or New County Hall
Bodmin, Praze-an-Beeble, or Truro
TR14 0LB
Job description
Job responsibilities
The job description and person specification gives you all the information you need about this role. Please look carefully at the criteria in the person specification and tell us what you have done that shows you meet this in your application. If you need an application form in an alternative format, please let our recruitment team know. All information you supply on your application should, to the best of your knowledge, be true and accurate.
Still have questions? The recruiting manager would love to hear from you, their contact details can be found in the job advert.
PLEASE NOTE: To view the full job description and person specification, please view the supporting information.
To be an employee of the NHS you need to successfully complete the following:
Identity checks
Professional registration and qualification checks
Employment history and reference checks
Work health assessments
Criminal record check standards
Right to work checks
For further information please visit:
https://www.nhsemployers.org/topics-networks/employment-standards-and-regulation Job description
Job responsibilities
The job description and person specification gives you all the information you need about this role. Please look carefully at the criteria in the person specification and tell us what you have done that shows you meet this in your application. If you need an application form in an alternative format, please let our recruitment team know. All information you supply on your application should, to the best of your knowledge, be true and accurate.
Still have questions? The recruiting manager would love to hear from you, their contact details can be found in the job advert.
PLEASE NOTE: To view the full job description and person specification, please view the supporting information.
To be an employee of the NHS you need to successfully complete the following:
Identity checks
Professional registration and qualification checks
Employment history and reference checks
Work health assessments
Criminal record check standards
Right to work checks
For further information please visit:
https://www.nhsemployers.org/topics-networks/employment-standards-and-regulation
Person Specification
Person Specification
Essential

• Technician level AAT or equivalent NVQ Level 4 or equivalent level of qualification or significant equivalent previous proven experience
• Relevant experience in the finance department of a large organisation.
• Working knowledge of financial ledger systems, reconciliations and journals.
• An understanding of the personalisation agenda and the use of Personal Health Budgets to support delivery of identified healthcare needs
• Excellent spread sheet and data manipulation and analysis skills.
• Able to plan and organise work to comply with competing monthly deadlines.
• Able to problem solve and make decisions in accordance with financial policies.
• Experience of being able to communicate well with patients, their families and other agencies dealing with sensitive information and understanding the importance of confidentiality
• Advanced keyboard skills, particularly use of Microsoft Office; able to create and maintain databases using Excel

Desirable

• Lean or Prince 2 project management
• Experience gained from working in a NHS Finance department with detailed knowledge of NHS finance regime

Person Specification
Person Specification
Essential

• Technician level AAT or equivalent NVQ Level 4 or equivalent level of qualification or significant equivalent previous proven experience
• Relevant experience in the finance department of a large organisation.
• Working knowledge of financial ledger systems, reconciliations and journals.
• An understanding of the personalisation agenda and the use of Personal Health Budgets to support delivery of identified healthcare needs
• Excellent spread sheet and data manipulation and analysis skills.
• Able to plan and organise work to comply with competing monthly deadlines.
• Able to problem solve and make decisions in accordance with financial policies.
• Experience of being able to communicate well with patients, their families and other agencies dealing with sensitive information and understanding the importance of confidentiality
• Advanced keyboard skills, particularly use of Microsoft Office; able to create and maintain databases using Excel

Desirable

• Lean or Prince 2 project management
• Experience gained from working in a NHS Finance department with detailed knowledge of NHS finance regime

Skills Required