This Pack Contains All the Information You Need to Apply, Including

VACANCY PACK

This pack contains all the information you need to apply, including:

Useful Information

Details on our Equal Opportunities statement, how we use CVs, short-listing and employment checks

Applicant letter

Details on how to apply plus closing date and interview date(s)

Background information

A short description of the history and work of the Penllergare Trust

Job description

A breakdown of the vacancy, including the purpose of the job, requirements, duties and responsibilities

Person specification

A list of criteria that potential candidates should aim to meet

Application Form

Applicants are encouraged to complete electronically and return by e-mail

Useful Information

Equal Opportunities Policy Statement

Ymddiriedolaeth Penllergare, The Penllergare Trust (The Trust), aims to promote and work towards equality of opportunity. It also aims to ensure that no individual, group or organisation is discriminated against through its practices or services on the grounds of sex, sexual orientation, marital or civil partnership status, race (including colour, nationality, ethnicity, or national origin), disability, medical status, age, religion or belief, political opinion, social or economic status.

Use of Curriculum Vitae (CVs)

We aim to recruit and employ people on the basis of their suitability for the work to be done. An application form allows us to compare individuals using like-for-like information, therefore we do not accept CVs.

Short-listing

The Penllergare Trust is an equal opportunities employer and we are committed to treating all applications fairly. All applications are subject to our short-listing process where we only assess information provided against the Person Specification. If you are shortlisted we will contact you and invite you to attend an interview. You will also be advised at this point if there will be any skills test, presentations etc.

If you supply us with an e-mail address, we will let you know within two weeks of the closing date if you have not been shortlisted. If this is the case, please do not be discouraged from re-applying as your skills and experience may be just what we need for our next vacancy.

Employment Checks

All offers of employment are made subject to the following criteria:

• Proof of eligibility to work in the UK

• Proof of Residency
• Satisfactory Employment Health Check
• Two references satisfactory to the Trust
• Satisfactory criminal record check (where required)

Background information

Note - this information is provide for reference only and is not intended to form part of the contract between the Penllergare Trust and the employee.

The Penllergare Trust, a pioneering independent charitable company established in 2000, is progressing an ambitious landscape restoration scheme at Penllergare Valley Woods, with support from the Heritage Lottery Fund Parks for People programme.

Penllergare Valley Woods (100 ha / 259 acres) is a major recreational, heritage and wildlife site; the largest area of green space in north Swansea with over 100,000 people living within a 10 minute drive.

The Penllergare Trust has an ambitious vision to see the cultural landscape of Penllergare conserved for public benefit largely supported by local people. With a lease of 100+ years from a private owner the Trust has started to restore the nationally important romantic, picturesque designed landscape created by the Dillwyn Llewelyn family in the nineteenth century. The woods provide a superb location for people to relax, enjoy a range of leisure activities and a place to get outdoors and close up to nature.

The Trust is now looking for a highly motivated, versatile and resourceful Finance Assistant with excellent financial and office skills to assist in the delivery of our executive plan and to assist in managing our financial systems and processes.

Practical knowledge and skills in bookkeeping, finance management and office administration are essential.

Location of the Job

The job is based at Penllergare Valley Woods. A small temporary office is available on site but some home working may be agreed on occasion. The post is required to work flexibly. There are plans to develop a permanent site office.

Contract

This is a part time job i.e. 20 hours per week. There will be a 3 month probationary period.

All staff will receive the statutory annual leave entitlement, currently 28 days per annum pro rata.

No overtime payments are available.

Dear Applicant,

Penllergare Valley Woods – Finance Assistant – circa £20,000 pa dependant on experience

Thank you for your enquiry regarding our advertised vacancy. With a grant from the Heritage Lottery Fund under its 'Parks for People' programme, we are restoring many of the historic features of Valley Woods, whilst protecting and enhancing the diversity of wildlife and improving the valley for the safe enjoyment by local people and visitors.

An application form is enclosed, together with a job description, person specification and background information about the Penllergare Trust.

If you require any further information about this post, please contact Lee Turner, on 01792 344224, or

Please refer to the person specification when completing the form. Your completed application form should clearly describe how you meet each of the criteria that have been identified as being necessary for this post as this will form the basis of short-listing candidates.

Please complete the enclosed application on a computer and email it with a covering letter to We will acknowledge receipt by return email.

If you need to complete the form by hand please use blue or black ink. Return it with a covering letter to Lee Turner, the Penllergare Trust, c/o Room 101a, the City and County of Swansea offices, Penllergaer, Swansea, SA4 9GJ. Please check the postage required on your application as incorrect postage may lead to your application being delayed and missing the closing date. If you require an acknowledgement of receipt of your application, please enclose a stamped, addressed envelope.

The closing date for receipt of completed application forms is noon on Friday the 16th of October 2015. Interviews will be held the following week.

We look forward to receiving your application in due course.

Lee Turner

General Manager

Ymddiriedolaeth Penllergare

The Penllergare Trust

Job purpose

The role will to support primarily the Treasurer in the financial activities of the Penllergare Trust.

Secondly, the post will support the central services activities of the site office including administration, reception work and events support.

Duties and responsibilities

• The finance aspect of the role will cover approximately 10 hours per week and will involve assisting the Treasurer with the following tasks:

• Record Financial Transactions and Maintain Financial Ledger
• Set up payments, print out details and enter in financial ledger
• Assist with maintenance of detailed transaction and income records
• Monitor bank accounts for transactions and enter in ledger
• Update financial ledger and ensure that it balances
• Reconcile bank accounts to ledger
• Apportion electricity bills between Coffee Shop and Woodland Centre
• Ensure all source documents/invoices/receipts are filed appropriately

• Assist with Coffee Shop Financial Matters
• Enter weekly coffee shop and car park takings in ledger and in monitoring spreadsheet
• Prepare Coffee Shop/car park performance summaries and graphs
• Assist with coffee shop daily and weekly cash counting as required
• Take cash to bank if required
• Reconcile card machine totals to bank account entries

• Financial accounts preparation and capital asset recording
• Maintain detailed capital asset register and files
• Assist with preparation of Trust annual accounts

• Assist with preparation of Grant Claims
• Assist with reconciliation of financial ledger totals to HLF Budget & commitment spreadsheets
• Prepare detailed schedule of monthly HLF spend and input to HLF grant online grant claim form
• Assist with preparation of information for other grant claims as required
• Assist with VAT return
• Liaise with suppliers on invoice/payment queries
• Assist with preparation of Gift Aid claims
• Ensure petty cash balances are monitored and topped up as necessary
• Support the creation of purchase orders and budget management.
• Ensuring that all financial policies and processes are followed at all times.
• To ensure security on site at all times including buildings.
• To support volunteering and general public events and activities on the site.
• To support other staff, volunteers, and Trustees to provide a quality experience for visitors at all times and any other reasonable request.

Person Specification

• Experience of financial accounting essential

• Computer use and competency in Microsoft office Package.
• High level of competency working with spreadsheets
• Willingness to work flexibly
• Sound literacy and numeracy skills and good communicator
• A team player
• A ‘can do’ person.

Qualifications

There are no minimum qualifications required to successfully perform the job, however having a finance qualification would be advantageous.

Working conditions

Office based

Physical requirements

None

Direct reports

None

Person Specification

The successful person will have a good track record and sound experience in managing financial processes. Although we are happy to undertake some specific skills training we will expect suitable experience in working spreadsheets within the Microsoft Office package and financial controls.

Person Specification

Application Form May 2012 Ymdddiedolieth Penllergare Trust

Cwmni Cyfynedig 4004593 Limited Company Elusen Cofrestredig 1082128 Registered Charity

Ymddiriedolaeth Penllergare

The Penllergare Trust

APPLICATION FOR EMPLOYMENT

STRICTLY CONFIDENTIAL

Personal details

Surname

First names

Email address

May we, with discretion, phone you at work?YesNo

Home tel no

Business tel no

Do you hold a current, valid driving licence?YesNo

If yes, what type?FullProvisional

If yes, do you have any current endorsements?YesNo

If yes, please give details of any current endorsements.

Qualifications relevant to this application (including technical and/or professional).

Please provide details (note that these may be verified on appointment)

Current membership of any professional or technical organisations.

Please provide details (note that these may be verified on appointment)

Employment history

Please give details of all jobs held, including part-time and unpaid work, starting with your current or most recent employer. Continue on a separate sheet if necessary.

Relevant skills/knowledge/experience

You should outline below how your skills/knowledge/experience meet the requirements of the Person Specification. You may draw on past employment and/or out of work activities. Continue on a separate sheet if necessary.

Why are you interested in applying for this post?

Continue on a separate sheet if necessary.

Length of notice

Declaration

The information on this form will be used for recruitment and selection purposes only and if your application is successful it will form part of your employment record. All unsuccessful applications will be destroyed twelve months after the closing date.

Are you eligible to work in the UK ? Yes  No 

If it is discovered that you have given any information, which you know to be false, or withhold any relevant information your application may be rejected or any subsequent employment terminated.

I confirm that the information contained in this application form is correct.

Signature...... ……………………………………….

Date...... ……………………………………….

Application Form May 2012 Ymdddiedolieth Penllergare Trust

Cwmni Cyfynedig 4004593 Limited Company Elusen Cofrestredig 1082128 Registered Charity