Finance and Business Officer
21 hours per week
£22,000 pro rata Actual salary £12,745
An exciting opportunity has arisen for a Finance & Business Officer with sound financial
skills, enthusiasm, and business acumen. You will report directly to the Chief Executive and
carry a crucial responsibility in helping to lead the charity into the future.
You will possess
 Sound knowledge of Finance
 Awareness of Government reforms in health and social care
 The ability to help identify new business opportunities
Closing date is 4.00pm on Thursday 28 March 2013
For an Application pack please contact:
Age UK Metro Rochdale, 12 South Parade, Rochdale OL16 1LR Telephone 01706 712515
Or download an application pack at www.ageuk.org.uk/rochdale
Age UK Metro Rochdale is the new name for Age Concern Metro Rochdale
Registered Charity Number 1092532
General guidance for completion of the application form
When making an application for employment it is important that you look at your strength
and weaknesses to ensure that you are realistic in pursuing employment with us.
We would suggest that you read through the application form before you complete it.
The person specification lists the skills and abilities which we are looking for. Applicants
should therefore demonstrate how they meet the criteria. You need to say why your skills
and experience are relevant and the experience you possess and also give detailed
examples. Please remember that the short listing panel can only use the information about
you that is on the application form. The short listing panel cannot make assumptions about
what skills, abilities and experience you may possess.
Please complete the application form in black or dark ink, and comply with request or other
instructions on the application form. Should you wish to add additional pages of relevant
and targeted information, this would be acceptable.
Please make sure that your form is legible. You may submit a word processed application
form if you prefer.
Guidance notes and further information for job applicants
Job Title
Finance and Business Officer
Locations
Age UK Metro Rochdale but with travel as necessary
Salary
£22,000 pro rata actual salary £12,745
Hours
21 hours per week
Holiday entitlement
4 weeks plus statutory holidays
Closing date
Thursday 28 March 2013 at 4.00pm
Interview date
To be confirmed
Application methods
The enclosed application form must be completed in order to
apply for this post. Please note that Curriculum Vitae will not
be accepted or considered
Submitting applications
By post or in person marked ‘Private and Confidential Ref
FBDM’ to:Age UK Metro Rochdale
12 South Parade, Rochdale OL16 1LR
Shortlisted candidates will be notified by Friday 19th April 2013
Other information
THIS POST IS SUBJECT TO AN ENHANCED DISCLOSURE by the
Disclosure and Barring Service formally known as the
Criminal Records Bureau
AGE CONCERN METRO ROCHDALE
JOB DESCRIPTION
JOB TITLE:
FINANCE AND BUSINESS OFFICER
ACCOUNTABILITY:
Accountable to the Chief Executive
HOURS:
21 hours per week
Days and times to be agreed with the line manager according
to operational needs
SALARY:
£22,000 (Pro rata) Actual salary £12,745
LOCATION:
Based at Age UK Metro Rochdale but with travel as necessary
JOB PURPOSE:
Under the direction of the Chief Executive, to manage all aspects of Age UK Metro Rochdale
finances and business activities, ensuring that the organisation remains financially viable
and able to meet all of its statutory and contractual requirements. This will include
accounting functions, fundraising and the management and development of the
organisations financial systems.
ROLES AND RESPONSIBILITIES:
The role will encompass all of the following responsibilities and duties, with specific
objectives and targets set in accordance with the part time hours of the post.
The nature of the job will require the post holder to be flexible in the number of hours
worked and the days this will involve.
The post holder will therefore be contracted to 1092 annualised hours (21 hours per week x
52 weeks per year) per annum, less holiday entitlement and statutory holidays.
All hours of work will be calculated at ‘single time’.

To be responsible for the financial management of the organisation.

To keep and maintain financial records and systems in accordance with the Charity
Commission and Companies House requirements, making appropriate submissions
when required.

To maintain income and expenditure accounts and make specific returns to funding
agencies as required.

To monitor all bank and cash accounts including cash flow monitoring, inter account
transactions and banking reconciliations.

To have overall responsibility for payroll including all associated record keeping,
statutory payments and annual returns.

To proactively contribute to strategic, budgetary planning, including forecasting, risk
management, management accounts and reports for board members.

To assist in the preparation of annual audit and work in accordance with the
requirements of the auditors including the preparation of annual statutory accounts.

To make recommendations for the fundraising activities of the organisation which
increase take up of charged for services.

To work closely with the Honorary Treasurer when required, regarding the financial
governance of the organisation.

To work closely with the Chief Executive to monitor the progress of projects and
evaluate achievements, including the development of business and financial
planning.

To assist in the development of income streams with our group and subsidiary
trading companies to ensure ongoing financial viability and its ability to grow and
prosper.

To undertake any training or re-training to meet changing needs and service
requirements

To undertake these duties with regard to the policies and procedures of the
organisation.

To contribute to Age UK Metro Rochdale’s aim to respect and value diversity,
provide choice and ensure equal opportunity and access.

To undertake other such duties which are commensurate with the overall purpose of
this post which may arise from time to time.
The post would be subject to a DBS check.
PERSON SPECIFICATION
Post:
Finance and Business Officer
Date Prepared:
January 2012
Number
Item
Assessment Method
ESSENTIAL
1
A financial or business qualification
CIMA/ACCA or equivalent
Application form
2
Experience of initiating, planning and
developing areas of work
Application form and Interview
3
Demonstrable financial and management
accounting experience, particularly
preparing budgets, management accounts,
statutory accounts and analysis /
interpretation of management information
Application form and interview
4
Proficiency in the use of computer software
for management accounts, spreadsheet
analysis and payroll systems
Application form and Interview
5
Evidence of the ability to develop and
deliver successful strategies for sustained
income generation
Application form and interview
6
Knowledge and practical experience of the
Charity SORP, the requirements of the
Charities Act, Charity Commission and
Companies House
Application form and interview
7
Excellent communication skills, both written Application form and interview
and verbal
8
Values diversity
9
Excellent observation & monitoring skills
Application form and Interview
Application form and interview
DESIRABLE
1
Experience of working in the Voluntary
Sector paid or unpaid
Application form and interview
2
A proven ability to meet income generation
targets through commercial products or
services
Application form and interview
12 South Parade
Rochdale OL16 1LR
Telephone: 01706 - 712515
Fax: 01706 - 712616
Registered Charity No. 1092532
PRIVATE AND CONFIDENTIAL
APPLICATION FOR EMPLOYMENT
Please write in block letters, using black ink, or type.
Where necessary continue your answers on a separate sheet of paper.
Post of:
How did you learn of this vacancy?
Surname:
Home Telephone Number:
Forenames:
Work Telephone Number:
Address:
Mobile Number:
NI Number:
Would you require a Work Permit to take up this appointment? If so, please give details
(UK and EEA Citizens do not require Work Permits)
Present/most recent employment
Name:
Address:
Telephone number:
Current post title and brief description of duties
Date appointed:
Current salary/pay:
Period of notice required by current employer:
Reason for leaving or wanting to leave:
Date left: (if applicable)
REFERENCES
Please give the names and address of two referees. One of the referees must be able to comment on
your work experience and should be your current or most recent employer. Referees should not be
relatives.
1. Name and Address
2. Name and Address
Telephone No
Telephone No
May referee be contacted prior to interview? May referee be contacted prior to interview?
 Yes  No
 Yes  No
EDUCATION AND TRAINING
School/College/University
Level
Grade
Year/Obtained
PRACTICAL TRAINING
Organising Body
Course
Grade/Class
EMPLOYMENT HISTORY (please include unpaid work or voluntary work if appropriate) Age UK Metro
Rochdale reserves the right to contact any previous employer to verify the information
Name and address of employer
(Most recent first & state if un-paid)
Dates
From - To
Position
Reason for
Leaving
CRIMINAL CONVICTIONS
Have you ever been convicted of a criminal offence?
YES
NO
This post is exempt from the provision of the Rehabilitation of Offenders Act. If you have received
any convictions in the criminal court please enclose details in a separate envelope marked “for the
attention of the interview panel” This includes but not limited to previous convictions, cautions and
a bind-over. The envelope will only be opened if you are shortlisted for interview. If you are not
shortlisted for interview the envelope and its contents will be destroyed. Please be aware that an
offer of employment may be withdrawn if a conviction is not declared above and subsequently is
identified through DBS disclosure.
It is the policy of Age UK Metro Rochdale to carry out a Disclosure and Barring Service check,
formally known as Criminal Records Bureau prior to commencement of employment. Any adverse
disclosure could result in the offer of employment being withdrawn.
DRIVING
Do you hold a current driving licence?
YES
NO
If driving is a requirement for the post which you have applied for please give details of any
endorsements:
SUPPLEMENTARY INFORMATION
This is an opportunity to draw attention to details of your past experiences and skills, which will
show why you are suitable for the post. The enclosed person specification will indicate the method
of assessment and which are the important ones to address here. Please attach additional sheets if
necessary.
DECLARATION:
The information given in this application is, to the best of my knowledge, true and complete. I
understand that any false declarations may lead to the withdrawal of a job offer or termination of
employment.
By signing and returning this application form, you consent to Age Concern Metro Rochdale using and keeping
information about you or by third parties such as referees, relating to your application or future employment. This
information will be used solely in the recruitment process. Such information may include details relating to ethnic origin
and disability. These will be used solely for internal monitoring and will not be disclosed to any third party.
Signature of applicant
Date
PRIVATE AND CONFIDENTIAL
Ref. No.
App. No.
Date Returned
For official use only
Equalities & Diversity Monitoring Questionnaire
You are not required to complete this form, but it would help Age UK Metro Rochdale to monitor
that their commitment to Equal Opportunities is being effective. This form is not part of the
recruitment process.
Post applied for: ____________________________
Gender Male
Date of Birth:
Reference: FBDM
Female
_______________________
Racial Origin
White
Mixed
White British
White and Black Caribbean
White Irish
White and Black African
Any other White Background
White and Asian
Any other mixed background
Black
Asian, or Asian British
Black British
Indian
Caribbean
Pakistani
African
Bangladeshi
Any other Black Background
Any other Asian Background
Other racial groups
Chinese
Any other Chinese Background – please specify
Disability
Do you consider yourself to have a disability?
Disability is defined under the Disability Discrimination Act 1995 as a physical or mental impairment
which has a substantial and long term adverse effect on a person’s ability to carry out normal day-today activities
Yes
(go to question 4b)
No (go to question 5)
Disability Continued
4b
please provide details below (optional)
4c
Are there any reasonable adjustments that you feel would be necessary in order to
accommodate you in this role? If so, please provide details below
Religious beliefs
Christian (including Protestant, Catholic, Methodist etc)
Buddhist
Hindu
Sikh
Jewish
Other
No religion
Prefer not to say
Sexuality
Heterosexual
Bisexual
Gay
Lesbian
Transgender
Prefer not to say
Further Information
Asylum and Immigration
Age UK Metro Rochdale (Age Concern Metro Rochdale) will comply with the Asylum and
Immigration Act 1996, and will require all employees to provide documentary evidence of
their legal right to work in the UK prior to commencing employment.
Diversity and Equality
Age UK Metro Rochdale (Age Concern Metro Rochdale) is committed to equal opportunities;
we want our staff to reflect the diversity of our customer base. All employees and job
applicants will be considered on their abilities and will not be discriminated against on the
grounds of age, race, sex, sexuality or creed.
Pension Scheme
Employees are eligible to join the pension scheme of Age UK Metro Rochdale (Age Concern
Metro Rochdale) after completing 3 months of employment. The pension scheme is a
stakeholder pension. Details are available from the Finance Section when appointed.
Interviews
Should you be invited for interview, and you have a disability which may require us to make
reasonable adjustments for this, please let us know how we can assist you.
Offer of employment
Any offer of employment is made subject to certain conditions which are the receipt of two
references, which are considered satisfactory by Age UK Metro Rochdale (Age Concern
Metro Rochdale). Factual details such as appointments, dates sickness and disciplinary
matters will be checked during this stage of the recruitment process. In and by submitting
your application you are giving your consent and permission for references to be taken up.
An offer of employment will also be subject to an enhanced or standard DBS disclosure. The
guidance notes shall indicate the level of disclosure required for particular posts and where
appropriate a medical check or self declaration. Age UK Metro Rochdale (Age Concern
Metro Rochdale) has a policy on the recruitment of ex-offenders and will not automatically
disqualify an applicant on the basis of an information disclosure. Age UK Metro Rochdale
(Age Concern Metro Rochdale) may withdraw the offer of employment where convictions
which are not disclosed on the application for employment form are subsequently revealed
through DBS disclosure. All newly appointed staff are required to work a probationary
period of a minimum of 3 months where their progress is monitored. During this time and
suitability for the role is assessed.