Job summary Montpelier is diverse Montpelier is inclusive Montpelier is collaborative Montpelier is compassionate Montpelier has an exciting opportunity for a new Practice Manager to join our expanding team. If you have a passion for leading on delivering an outstanding service to a diverse, inner-city population, then look no further than Montpelier Health Centre, where inclusivity is encouraged and celebrated. We believe that working collaboratively is key to offering the best possible service and your role will be critical in shaping change and continuing the vital work that we do at Montpelier. Compassionate, front line primary care is what we offer, with an ability to really make a difference and Partners who are visible, present and will lead from the front with you. Main duties of the job The Practice Manager will work closely with the Partners in delivering outstanding care to our patients whilst supporting and leading our staff. The Practice manager will oversee the financial, administrative, human resources, facilities management and business functions of the practice, with the support of a senior leadership team who they will directly line manage. About us Montpelier Health Centre is a large, diverse, inner city practice with approximately 20,500 patients. We operate out of two purpose-built health centres and our focus is on delivering high quality care to our diverse patient population whilst ensuring our staff are supported and nurtured. The four Partners are approachable, visible and dedicated, and work closely with the Practice Manager to ensure diversity, inclusivity, collaboration and compassion are values which run throughout the entire organisation. Date posted 09 January 2025 Pay scheme Other Salary £58,000 to £65,000 a year Contract Permanent Working pattern Full-time, Part-time, Flexible working, Compressed hours Reference number A0408-25-0000 Job locations Bath Buildings Bristol BS6 5PT Job description Job responsibilities General Overall responsibility of the day to day running of the surgery. Functional management of all clinical and administrative staff. Direct line management of staff members as agreed by the partners. Strategic Management and Planning will involve keeping abreast of current affairs and identifying business opportunities. Determine practice strategy; formulate objectives and research and develop ideas for future practice development Monitor and evaluate performance of the practice management team against objectives; identify and manage change Prepare and annually update the Practice Development Plan, oversee the implementation of the aims and objectives Assess and evaluate accommodation requirements and manage development and expansion plans. Overall accountability for managing practice budgets and maximising income. Submit year-end figures promptly and liaise with the practice accountant, providing forecasts and reports to the partners. Reconcile bank accounts; negotiate/liaise with the practice bankers. Reconcile income and expenditure statements and purchase/sales ledger transactions Partners drawings. Understand and report on the financial implications of contract and legislation changes Managing staffing levels within agreed budgets. Manage the performance and appraisals of the management team ensuring regular reviews are implemented and development opportunities are recognised and set working protocols to cover all job roles within the practice together with expectations of conduct. Take a pivotal role in convening meetings and all involved with the process. Oversee the development of practice protocols and procedures, with the relevant manager and ensure appropriate insurance cover and that the practice has adequate disaster recovery procedures in place. Carrying overall responsibility for ensuring that the practice complies with NHS contractual obligations in relation to patient care and service development and delivery is in accordance with local and national guidelines whilst liaising with the ICB, PCSE, NHSE, CQC and other outside agencies Responsible for ensuring CQC compliance across all domains and leading on inspections when required Ensure the practice has effective IT data security, back-up, maintenance and disaster recovery plans in place Oversight of Health and Safety regulatory compliance, working with the Health and Safety Manager. Oversight of Employment Law regulatory compliance working with HR issues such as employment & retention alongside the HR manager. Ensure the practice has processes in place for effective and efficient communication internally and externally with all bodies. Act as the first point of contact, and negotiator where necessary, for the ICB, PCSE, NHSE and all other external bodies Support the equality, diversity and rights of patients, carers and colleagues, acting in a way that recognizes the importance of peoples rights, and interpreting them in a way that is consistent with The Equality Act, data protection, GDPR, practice procedures and policies, and current legislation Format with management team the policies, standards and guidelines that will form the vision and workings of the practice. Review quarterly. Work collaboratively with PCN colleagues to achieve PCN objectives Review complaint responses as appropriate. All personnel should be prepared to accept additional or surrender existing duties to enable the efficient running of the organisation. Financial Management Manage Practice budgets and seek to maximise income through preparation and submission of regular development plans, ensure the Practice receives an appropriate and equitable allocation of resources Understand and report on the financial implications of contract and legislation changes Manage Practice accounts; submit year-end figures promptly and liaise with the Practice accountant Monitor cash-flow, prepare regular forecasts and reports to the partners Manage and reconcile bank accounts; negotiate/liaise with the Practice bankers Monitor and reconcile income and expenditure statements and purchase/sales ledger transactions Manage partners drawings Ensure appropriate systems for PAYE for Practice staff and maintenance of appropriate records. Ensure appropriate systems for compliance with The Pensions Regulator Auto-Enrolment requirements, administration of the NHS Pension scheme and any other practice pension schemes, ensuring appropriate contributions to the Practice pension scheme(s) and maintenance of appropriate records. Manage appropriate systems for handling and recording of cash and cheques and petty cash. Patient Services Adopt a strategic approach to the development and management of patient services Ensure service development and delivery is in accordance with local and national guidelines Ensure that the Practice complies with NHS contractual obligations in relation to patient care Maintain registration policies and monitor patient turnover and capitation Routinely monitor and assess Practice performance against patient access and demand management targets. Liaise with patient groups/PALS as appropriate. Confidentiality: While seeking treatment, patients entrust us with, or allow us to gather, sensitive information in relation to their health and other matters. They do so in confidence and have the right to expect that staff will respect their privacy and act appropriately In the performance of the duties outlined in this Job Description, the post-holder may have access to confidential information relating to patients and their carers, Practice staff and other healthcare workers. They may also have access to information relating to the Practice as a business organisation. All such information from any source is to be regarded as strictly confidential Information relating to patients, carers, colleagues, other healthcare workers or the business of the Practice may only be divulged to authorised persons in accordance with the Practice policies and procedures relating to confidentiality and the protection of personal and sensitive data Health & Safety: The post-holder will assist in promoting and maintaining their own and others health, safety and security as defined in the Practice Health & Safety Policy, to include: Overall responsibility for the management of health and safety including risk assessments and working with the H&S manager and lead for infection control. Identifying the risks involved in work activities and undertaking such activities in a way that manages those risks Making effective use of training to update knowledge and skills Using appropriate infection control procedures, maintaining work areas in a tidy and safe way and free from hazards Reporting potential risks identified Equality and Diversity: The post-holder will support the equality, diversity and rights of patients, carers and colleagues, to include: Acting in a way that recognizes the importance of peoples rights, interpreting them in a way that is consistent with Practice procedures and policies, and current legislation Respecting the privacy, dignity, needs and beliefs of patients, carers and colleagues Behaving in a manner which is welcoming to and of the individual, is non-judgmental and respects their circumstances, feelings priorities and rights. Personal/Professional Development: The post-holder will participate in any training programme implemented by the Practice as part of this employment, such training to include: Participation in an annual individual performance review, including taking responsibility for maintaining a record of own personal and/or professional development Taking responsibility for own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work Quality: The post-holder will strive to maintain quality within the Practice, and will: Alert other team members to issues of quality and risk Assess own performance and take accountability for own actions, either directly or under supervision Contribute to the effectiveness of the team by reflecting on own and team activities and making suggestions on ways to improve and enhance the teams performance Work effectively with individuals in other agencies to meet patients needs Effectively manage own time, workload and resources Communication: The post-holder should recognize the importance of effective communication within the team and will strive to: Communicate effectively with other team members Communicate effectively with patients and carers Recognise peoples needs for alternative methods of communication and respond accordingly The Management Team ensure that the practice presents a professional welcome to its patients and to that end this role is designed to change and adapt to the needs of the practice. Therefore, this job description is a guide and as such is not exhaustive. Job description Job responsibilities General Overall responsibility of the day to day running of the surgery. Functional management of all clinical and administrative staff. Direct line management of staff members as agreed by the partners. Strategic Management and Planning will involve keeping abreast of current affairs and identifying business opportunities. Determine practice strategy; formulate objectives and research and develop ideas for future practice development Monitor and evaluate performance of the practice management team against objectives; identify and manage change Prepare and annually update the Practice Development Plan, oversee the implementation of the aims and objectives Assess and evaluate accommodation requirements and manage development and expansion plans. Overall accountability for managing practice budgets and maximising income. Submit year-end figures promptly and liaise with the practice accountant, providing forecasts and reports to the partners. Reconcile bank accounts; negotiate/liaise with the practice bankers. Reconcile income and expenditure statements and purchase/sales ledger transactions Partners drawings. Understand and report on the financial implications of contract and legislation changes Managing staffing levels within agreed budgets. Manage the performance and appraisals of the management team ensuring regular reviews are implemented and development opportunities are recognised and set working protocols to cover all job roles within the practice together with expectations of conduct. Take a pivotal role in convening meetings and all involved with the process. Oversee the development of practice protocols and procedures, with the relevant manager and ensure appropriate insurance cover and that the practice has adequate disaster recovery procedures in place. Carrying overall responsibility for ensuring that the practice complies with NHS contractual obligations in relation to patient care and service development and delivery is in accordance with local and national guidelines whilst liaising with the ICB, PCSE, NHSE, CQC and other outside agencies Responsible for ensuring CQC compliance across all domains and leading on inspections when required Ensure the practice has effective IT data security, back-up, maintenance and disaster recovery plans in place Oversight of Health and Safety regulatory compliance, working with the Health and Safety Manager. Oversight of Employment Law regulatory compliance working with HR issues such as employment & retention alongside the HR manager. Ensure the practice has processes in place for effective and efficient communication internally and externally with all bodies. Act as the first point of contact, and negotiator where necessary, for the ICB, PCSE, NHSE and all other external bodies Support the equality, diversity and rights of patients, carers and colleagues, acting in a way that recognizes the importance of peoples rights, and interpreting them in a way that is consistent with The Equality Act, data protection, GDPR, practice procedures and policies, and current legislation Format with management team the policies, standards and guidelines that will form the vision and workings of the practice. Review quarterly. Work collaboratively with PCN colleagues to achieve PCN objectives Review complaint responses as appropriate. All personnel should be prepared to accept additional or surrender existing duties to enable the efficient running of the organisation. Financial Management Manage Practice budgets and seek to maximise income through preparation and submission of regular development plans, ensure the Practice receives an appropriate and equitable allocation of resources Understand and report on the financial implications of contract and legislation changes Manage Practice accounts; submit year-end figures promptly and liaise with the Practice accountant Monitor cash-flow, prepare regular forecasts and reports to the partners Manage and reconcile bank accounts; negotiate/liaise with the Practice bankers Monitor and reconcile income and expenditure statements and purchase/sales ledger transactions Manage partners drawings Ensure appropriate systems for PAYE for Practice staff and maintenance of appropriate records. Ensure appropriate systems for compliance with The Pensions Regulator Auto-Enrolment requirements, administration of the NHS Pension scheme and any other practice pension schemes, ensuring appropriate contributions to the Practice pension scheme(s) and maintenance of appropriate records. Manage appropriate systems for handling and recording of cash and cheques and petty cash. Patient Services Adopt a strategic approach to the development and management of patient services Ensure service development and delivery is in accordance with local and national guidelines Ensure that the Practice complies with NHS contractual obligations in relation to patient care Maintain registration policies and monitor patient turnover and capitation Routinely monitor and assess Practice performance against patient access and demand management targets. Liaise with patient groups/PALS as appropriate. Confidentiality: While seeking treatment, patients entrust us with, or allow us to gather, sensitive information in relation to their health and other matters. They do so in confidence and have the right to expect that staff will respect their privacy and act appropriately In the performance of the duties outlined in this Job Description, the post-holder may have access to confidential information relating to patients and their carers, Practice staff and other healthcare workers. They may also have access to information relating to the Practice as a business organisation. All such information from any source is to be regarded as strictly confidential Information relating to patients, carers, colleagues, other healthcare workers or the business of the Practice may only be divulged to authorised persons in accordance with the Practice policies and procedures relating to confidentiality and the protection of personal and sensitive data Health & Safety: The post-holder will assist in promoting and maintaining their own and others health, safety and security as defined in the Practice Health & Safety Policy, to include: Overall responsibility for the management of health and safety including risk assessments and working with the H&S manager and lead for infection control. Identifying the risks involved in work activities and undertaking such activities in a way that manages those risks Making effective use of training to update knowledge and skills Using appropriate infection control procedures, maintaining work areas in a tidy and safe way and free from hazards Reporting potential risks identified Equality and Diversity: The post-holder will support the equality, diversity and rights of patients, carers and colleagues, to include: Acting in a way that recognizes the importance of peoples rights, interpreting them in a way that is consistent with Practice procedures and policies, and current legislation Respecting the privacy, dignity, needs and beliefs of patients, carers and colleagues Behaving in a manner which is welcoming to and of the individual, is non-judgmental and respects their circumstances, feelings priorities and rights. Personal/Professional Development: The post-holder will participate in any training programme implemented by the Practice as part of this employment, such training to include: Participation in an annual individual performance review, including taking responsibility for maintaining a record of own personal and/or professional development Taking responsibility for own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work Quality: The post-holder will strive to maintain quality within the Practice, and will: Alert other team members to issues of quality and risk Assess own performance and take accountability for own actions, either directly or under supervision Contribute to the effectiveness of the team by reflecting on own and team activities and making suggestions on ways to improve and enhance the teams performance Work effectively with individuals in other agencies to meet patients needs Effectively manage own time, workload and resources Communication: The post-holder should recognize the importance of effective communication within the team and will strive to: Communicate effectively with other team members Communicate effectively with patients and carers Recognise peoples needs for alternative methods of communication and respond accordingly The Management Team ensure that the practice presents a professional welcome to its patients and to that end this role is designed to change and adapt to the needs of the practice. Therefore, this job description is a guide and as such is not exhaustive. Person Specification Experience Essential Highly motivated with excellent interpersonal and management skills. Possessing strong business acumen, forward looking with the confidence to challenge and innovate. Able to plan well, organised and approachable, with the ability to make decisions and work under tight timelines. Qualifications Essential A managerial qualification to NVQ level 4 or similar is required. Person Specification Experience Essential Highly motivated with excellent interpersonal and management skills. Possessing strong business acumen, forward looking with the confidence to challenge and innovate. Able to plan well, organised and approachable, with the ability to make decisions and work under tight timelines. Qualifications Essential A managerial qualification to NVQ level 4 or similar is required. Disclosure and Barring Service Check This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions. Employer details Employer name Montpelier Health Centre Address Bath Buildings Bristol BS6 5PT Employer's website https://www.montpelierhealthcentre.co.uk/ (Opens in a new tab)