Senior Returns, Planning and Insight Officer

Senior Returns, Planning and Insight Officer

Main area: Academic Registry
Contract: Permanent
Hours: Full time - 37.5 hours per week
Job ref: 260-TP-771-B

Site: Tavistock and Portman NHS Trust
Town: London
Salary: £44,806 per annum, inclusive of HCAS
Closing: 06/04/2025 23:59

It is a condition of this employment that you must live in and remain a resident of the United Kingdom during your employment with the Tavistock and Portman NHS Foundation Trust.

Getting vaccinated, and getting a booster, remains the best defence against COVID-19.
We encourage and support staff to get COVID-19 vaccine and a booster dose as and when they are eligible.

Please note in order to progress your application, your data will be processed by our 3rd party recruitment providers – North London Partners Shared Service, who conduct recruitment activities on behalf of The Tavistock and Portman NHS Foundation Trust.

The Tavistock and Portman NHS Foundation Trust is a specialist mental health trust with a focus on training and education alongside a full range of mental health services and psychological therapies for children and their families, young people and adults.

We are committed to improving mental health and emotional wellbeing, believing that high quality mental health services should be available for all who need them. We bring a distinctive contribution based on the importance we attach to social experience at all stages of people’s lives, and our focus on psychological and developmental approaches to the promotion of health and the prevention and treatment of mental ill health.

As a Trust we aim constantly to be evolving in nature and form in relation to the environment in which we work, to ensure that our contribution remains relevant.

Job overview

Previous applicants need not apply.

Please note this role does not allow for Visa sponsorship.

At the Tavistock and Portman NHS Foundation Trust, we are proud to be one of the largest providers of mental health education globally and the only NHS Trust registered with the Office for Students. We offer over 100 education and training courses to more than 4,000 students, including postgraduate master’s and doctoral-level programs, which are currently validated by university partners. Our unique clinician-tutor model and multidisciplinary approach allow us to train a wide range of professionals, including clinicians, social workers, nurses, and teachers.

Our Directorate of Education and Training has ambitious goals for increasing student numbers, diversifying its portfolio and extending its reach. To achieve these goals, it is essential that we provide effective professional support services for our students and staff.

A vacancy has now arisen for a Senior Returns, Planning and Insight Officer, to lead the work of the Division in delivering insight in our education and training activities, and to lead for the Division and Trust in preparing statutory student returns via our validating partner institution.

Main duties of the job

1. Assist with the delivery of regulatory reporting to our University Partners/ Office for Students (OfS), such as HESA and HESES, undertaking data cleansing, data queries and data production.
2. To assist with the requirements, management and build of a suite of validation and exception reports, using SQL and Power BI, which will ensure that data quality is optimal at key points during the academic year.
3. Maintain a thorough knowledge of forthcoming changes in statutory reporting, attending and participating in sector events as required. The post holder will assist how best to implement statutory reporting requirements as they change.
4. Working with the Head of Academic Registry, Statutory Returns, Planning and Insights Manager and the Finance Manager, communicate change requirements by developing and facilitating training and workshops.
5. A primary user of student data systems at the Trust to assist with the development and delivery of BI dashboards for management teams within the Division and across the Trust that will drive forward strategic change, in line with KPI targets and other objectives.

Working for our organisation

You will join a dedicated and dynamic team based in Belsize Park (Hampstead) in north-west London. Our hybrid working model allows for flexibility, with 2-3 days per week in the office. We are committed to supporting students from diverse backgrounds and work together to manage all aspects of the student journey, from enrolment to graduation. Our team operates on a portfolio basis, sharing expertise and fostering a collaborative, supportive environment.

This role is ideal for someone with previous experience in Higher Education, particularly in the preparation and delivery of Statutory Returns. Strong organisational and communication skills are essential, along with the ability to manage multiple priorities and work effectively within a team. If you are a motivated and experienced professional looking to contribute to a leading mental health education provider, we encourage you to apply for this exciting opportunity.

Detailed job description and main responsibilities

Please see the attached Job Description and Person specification for more information on the role requirements and duties.

Person specification

Qualifications

• Degree or equivalent experience, ideally in a numerate subject.
• Evidence of further professional development, in an area relevant to the role.

Experience

• Knowledge and experience of using effective dashboard design for business intelligence practice in conjunction with a data warehouse.
• Experience of databases, preferably including SITS.
• Experience of student records and databases, preferably including SITS.
• Experience of working in a relevant role at a UK Higher Education institution.

Skills

• Advanced analysis skills on Microsoft Excel.
• Advanced SQL skills.
• Power BI design and development.
• Project Management.

Knowledge

• Knowledge of using analytics platforms such as Power BI, Tableau, SQL, etc.
• Knowledge of producing Statutory Returns.
• Knowledge of developing Power BI Reports.

Personal Attributes (demonstrable)

• Able to demonstrate a commitment to and a desire to live by the Trust’s values.
• Excellent oral and written communication skills.
• A demonstrable ability to communicate complex data to a varied audience, drawing out key learning and action points.
• Ability to work flexibly and participate in key tasks from elsewhere within the Directorate on occasion as required.

The Tavistock and Portman NHS Foundation Trust is committed to equality, diversity and inclusion. We are particularly keen to attract candidates from underrepresented backgrounds to better meet the needs of the service users and students that we serve.

Applications from job seekers who require sponsorship to work in the UK are welcome and will be considered alongside all other applications. Before submitting your application and to avoid disappointment please check that you are eligible under the UKVI points based system.

By applying for this role, you accept in the event you are successful that your personal data may be transferred from the Trust to another NHS organisation where your employment transfers within the NHS. This is in accordance with the streamlining programme which is aimed at saving you time and improving efficiencies within the NHS when your employment transfers. Therefore we want you to complete your e-learning modules prior to joining our organisation.

We communicate to all job applicants via the email address which has been provided on the application form. Please ensure you check your email on a regular basis and inform us if you would prefer an alternative option or any changes to your details after making your application.

PLEASE NOTE:
* The closing date given is a guide. We reserve the right to close the vacancy once we have received sufficient applications, so we advise you to submit your application as early as possible to prevent disappointment.

* Only those candidates who clearly demonstrate how they meet the person specification on their application will be shortlisted for this job.

*Candidates suitable for shortlisting will be contacted within three weeks. If you have not heard from us within this time then you have not been successful on this occasion.

* Interview arrangements will be communicated via email so please check your email regularly following the closing date.

If you are offered a role with one of the NLPSS partner trusts, as part of pre-employment checks your identity and right to work documentation will be verified remotely (in most circumstances), using a certified identity verification service provider TrustID. You will be asked to capture an image of the relevant documents as well as a “selfie” using your smartphone/tablet (if available) for facial matching. TrustID will also perform a digital address check using Trunarrative and Equifax, which is a soft check and does not leave a footprint on your credit rating. For more information, visit www.trustid.co.uk