ROLE

Finance & Payroll Assistant (office based)

HOURS OF WORK

20 per week (35 in the absence of the Finance Manager)

SALARY

£28,860 (pro rata) £15 per hour

REPORTING TO

Finance Manager

DATE OF ISSUE

July 2025

About The Stable Family Home Trust

The Stable Family Home Trust is a values-led organisation where people always come first.
Our main purpose is to support adults with learning disabilities to develop the skills and
confidence that enable them to live their lives as independently as possible; to participate in
their local communities and be valued for the extraordinary contribution they make to our
society. We run a varied and exciting day services programme from our three sites in
Christchurch, Ringwood and Southbourne, and run supported living and residential living
services in Southbourne and Ringwood.

The Trust is a Registered Charity established in 1980 by a group of families whose young adult
children had learning disabilities - we now support over 100 people every year.

OUR MISSION STATEMENT

People are the foundation of our society, and we believe that everyone has a role to play in its
success, and our commitment is to support people with learning disabilities to be recognised
for their contribution.

OUR VISION

Our vision is a world where people with a learning disability have the same rights as everyone
else, have access to the same opportunities as everyone else and receive the support they
need, in the way they need it, so that they can live happy, healthy, productive lives as
independently as they can.

We believe that every person who uses our services should be supported to achieve their
ambitions in a way that celebrates their individuality and uniqueness. Our person-centred
approach is inclusive of all and gives our service users the skills and confidence to be
ambitious and participate in new opportunities that broaden and enhance their lives.
Our core values and shared objectives are rooted in our belief that every person we support is
a valuable member of our society and are equal to everyone else within it.

OUR VALUES

•  Choice – giving everyone the information they need to make good choices
•  Collaboration – with our communities to increase participation and achievement

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•  Respect – an environment where everyone is seen, heard and valued
•  Safety – safe services run by safe people in an environment where everyone is able to

speak out without fear

•  Trust – embracing accountability, honesty and openness at every level across the

organisation

About the Role

To provide dedicated payroll, invoicing and account management support to the Finance
Manager.

Key Responsibilities

1.  On a monthly basis create the staff payroll ensuring that information for additional

hours, additional payments and sleep-ins is correctly detailed on the payroll
spreadsheet and on Sage.

2.  Run sickness, other leave and holiday reports for dates required and administer on

Sage.

3.  Add new starters to Sage payroll on a monthly basis, update the salary spreadsheet,
and add new starters to the Royal London pension scheme and AIG benefit scheme.
4.  Administer the spreadsheet for contracted staff member’s annual leave hours and the

relevant payments.

5.  Check holidays hours have been entered on RotaCloud and confirm paid or unpaid.
6.  Work with the Finance Manager to prepare monthly invoices for local authorities and in
the absence of the Finance Manager ensure that these invoices are submitted on time.

7.  Complete sales invoices monthly and input purchase invoices onto Sage daily.
8.  Organising and managing payment runs.
9.  Carry out regular audits of petty cash and takings from our retail operations.
10. Manage all Gift-aid contributions and work with the Finance Manager to ensure that

Gift-aid is received and correctly accounted for.

11. Manage the Trust’s fundraising collection receptacles, ensuring that an accurate
record is kept of where each receptacle is located and that they are periodically
collected and any cash donated is counted according to Charity Commission
regulations.

12. Maintain driving documentation for staff team members who drive their own vehicles
in connection with their employment, including business insurance, vehicle tax, MOT
and driving licence checks.

13. Undertake any other appropriate or ad-hoc duties as requested by the Finance

Manager on either a short or long-term basis.

General Responsibilities

1.  Be responsible for your own health and safety and contribute to the overall management

of health and safety requirements across the organisation and comply with all the
requirements of the Health and Safety at Work Act 1974 in relation to your responsibility
for the health and safety of others.

2.  Comply with all the requirements of the Data Protection Act 2018 and the General Data
Protection Regulations 2018 to ensure the appropriate management of personal and

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sensitive personal data.

3.  Comply with all safeguarding policies and procedures in relation to reporting

safeguarding concerns and follow all safety plans that are implemented to manage
safeguarding concerns to ensure the safety and wellbeing of service users.

4.  Proactively promote the Trust’s Diversity, Equity and Inclusion policy to ensure inclusion

and equity for all of our people.

5.  Respect the right to privacy and the confidentiality of all people using our services,

including their families and carers, and maintain appropriate levels of confidentiality
relating to colleagues, volunteers and any other person involved in the work of the Trust.
6.  Support fundraising events and activities to support the development of the services the

organisation delivers when required – this may include evenings and weekends.

7.  Positively promote the work of the Trust when attending external meetings, events, and

training courses.

8.  Attend all training and development opportunities provided by the Trust to support you in

your role.

PERSON SPECIFICATION
A - Application (used for shortlisting); I – Interview

Essential Experience
Experience of preparing and managing payroll, invoicing and purchasing for
medium sized staff teams (100+) in a busy office environment
Using Sage for all relevant accounting
Experience of using and creating databases and running reports.
Using online case management systems and similar software
Essential Knowledge/Skills
Knowledge of generating invoices and tracking payments
Intermediate to Advanced skills in Excel
Understanding of SharePoint and Teams
Creating online forms for financial purposes, such as expenses claims

A/I

A/I
I
A

A/I
A/I
I
A/I

Competencies

•  Collaboration: Ability to develop and maintain working relationships internally and

externally

•  Communication: Ability to communicate information clearly in different formats to

•

service users and colleagues
IT Literacy: Ability to use IT systems for the purposes of email and data management,
and to use basic software packages including Microsoft Office (Outlook, Word, Excel,
PowerPoint)

•  Proactive: Self-motivated with a reliable approach to timekeeping, a positive
approach to problem-solving and able to work independently or with minimal
supervision when required

•  Systems driven: Ability to improve processes and develop systems to improve

efficiency

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Other Information

We are strongly committed to ensuring equity and inclusion to ensure the voices of our
users and beneficiaries are represented across our organisation to impact on our strategic
aims, vision and mission. We particularly welcome applications from people with
disabilities, people of colour and people from different socio-economic and educational
backgrounds.

Safer Recruitment: Safe recruitment is central to the safeguarding of our service users. As
part of recruitment, we carry out a vetting and barring check for those successful at interview,
but this does not necessarily exclude applicants with convictions. The DBS check for this role
will be at Enhanced with Barred check level. Failure to declare any relevant information that
is later provided by the Disclosure and Barring Service, may result in any offer of employment
being withdrawn.

Your main place of work will be The Stables, Bisterne, however you will also work at other
sites within the geographical area of the Trust when required, so this post is an essential car
driver post as you will need to have a driving licence and own a vehicle that you can use to
travel between sites.

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