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Lead Investigator

Pennine Care NHS FT
£43,742 to £50,056 per annum
Closing date
16 Jul 2024

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Other Health Profession
Band 7
Full Time
An exciting opportunity has arisen in the Patient Safety Team for a Lead Investigator who will be responsible for the investigation of serious untoward incidents and complex complaints raised by our patients and carers.

The role will be for a 12 month fixed term contract.

Main duties of the job

The Lead Investigator will be responsible for the investigation of serious untoward incidents and complex complaints raised by our patients and carers and in doing so:

Be an expert in investigatory techniques and practice, leading on highly complex investigations and being a source of advice and support for colleagues.

Undertake investigations across our Trust (including those relating to death by suicide and homicide) in line with the applicable serious incident and complaint legislation, national frameworks and local policies and procedures.

Employ evidence-based approaches, including Root Cause Analysis and Human Factors principles, identifying and obtaining appropriate subject matter expertise to arrive at robust and conclusions.

Write precise reports in a manner appropriate for the applicable audience,presenting clear findings in an understandable and sensitive manner.

Ensure the 'Being Open', Duty of Candour and Just Culture principles andrequirements are applied in all investigations, with service users, their carers / families, Trust staff and where appropriate, third parties being appropriately in the investigative process.

Develop and provide training for incident and complaint investigation for Trust staff.

Provide support to colleagues on investigation skills and techniques and how they apply in practice.

About us

We are proud to provide high quality mental health and learning disability services, both inpatient and in the community across five boroughs of Greater Manchester - Bury, Oldham, Rochdale, Stockport and Tameside and Glossop.

Our vision is for a happier and more hopeful life for everyone in our communities and our staff work hard to deliver the very best care for the people who use our services. We're really proud of our#PennineCarePeopleand do everything we can to make sure we're a great place to work.

All individuals regardless of race, age, disability, ethnicity, nationality, gender, gender reassignment, sexual orientation, religion or belief, marriage and civil partnership are encouraged to apply for this post. We would also encourage applications from individuals with a lived experience of mental illness, either individually or as a carer.

Job description

Job responsibilities

  • To plan, organise and undertake internal investigations, ensuring completion is in linewith the Serious Incident and NHS complaint legislation, frameworks and internalpolicies and guidance.
  • Work autonomously as a lead investigator using accepted investigation methodologies appropriate for the circumstances of any given case.
  • Identify, obtain, critically evaluate and highly analyse complex, diverse andsometimes contradictory evidence from a wide range of sources in relation to theincident(s) or complaint(s) under investigation to determine any care and service delivery problems, contributory factors and root causes associated with thecases. This may include highly complex, sensitive and contentious information.
  • Sensitively involve a wide range of staff, service users, family and carers to efficiently obtain any relevant information that they may possess via an appropriate method (for example, interviews, learning events or multidisciplinary reviews)
  • Identify appropriate subject matter experts and obtain their input, providing clear and precise direction regarding the matters to be considered and the format of the response required.
  • Lead investigatory teams, assigning tasks to ensure the timely completion of a cohesive investigation and production of an appropriate report.
  • Liaise with other stakeholders, healthcare organisations and external bodies which may include contributing to, or leading, multi-agency investigations and representing our Trust at multi-agency meetings
  • Remain impartial and objective at all times.
  • Use highly developed analytical skills to identify the care and service delivery problems.
  • Identify learning and formulate appropriate recommendations to facilitateimplementation.
  • Identify areas of good practice and highlight these for learning
  • Produce clear, understandable investigation reports appropriate for the applicable audience(s).
  • Feed back findings to staff, patients and their carers/families, internal forums and external stakeholders, ensuring this is done in manner appropriate for the recipients of the feedback.
  • Ensure compliance with the Duty of Candour keeping all relevant parties informed of progress throughout the investigation process by developing and adhering to a communication plan to encourage and support active engagement.
  • Apply the principles of Just Culture and Being Open throughout all aspects of investigatory work.
  • Supervise, support and oversee investigations completed by others, providing specialist knowledge regarding process and investigatory methods.
  • Attend relevant and appropriate Trust meetings to provide learning points from investigations and develop Trust practices.
  • Operate within our Trusts quality and safety structures, escalating risks and safety issues appropriately.
  • Manage any applicable budget attached any investigation, including procurement of external experts and/or investigators.

Person Specification

Education / Qualifications


  • To be educated to degree level, or have equivalent experience, in relevant field of study / practice.
  • Root Cause Analysis and / or other investigatory technique training with evidence of effective implementation.
  • Evidence of continuing professional development
  • Short courses and experience to Masters Degree leve


  • Human Factors training with evidence of effective implementation.
  • Quality Improvement training with evidence of effective implementation.
  • Registered health care or Social Care professional



  • Significant experience successfully undertaking highly complex investigations in a fair, just and compassionate manner
  • Experience of employing different recognised investigatory techniques to suit the circumstances of any particular case
  • Experience of leading an investigatory team and effectively assigning tasks to investigatory team members.
  • Experience of working within a regulated context, ensuring compliance with applicable legislation and working within set timescales.
  • Experience of effectively engaging with staff of all levels in an organisation, patients & carers / customers of diverse backgrounds and external stakeholders.
  • Experience of undertaking highly complex analysis of multiple sources of information / data and presenting it in audience appropriate fashion


  • Experience of developing and delivering training courses to staff of all levels in an organisation
  • Experience of undertaking complex investigations in a healthcare and/or mental health service setting.
  • Experience of undertaking investigations in which multiple concurrent processes are running (for example, Coroner, incident, human resources and patient complaint processes)
  • Experience of developing investigatory processes within an organisation
  • Budget management experience



  • Knowledge of different investigatory techniques and circumstances in which appropriate to employ.


  • Knowledge of mental health service configuration, applicable national policy, guidelines and legislation.
  • Specialist understanding of Patient Safety within the NHS, including applicable national policy, guidelines and legislation.
  • Specialist understanding of NHS complaints procedure, including national policy, guidelines and legislation.
  • A working knowledge of the Duty of Candour.

Skills and Abilities


  • Ability to investigate highly complex situations in which serious or catastrophic harm may have been caused, with compassion, delivering evidenced based solutions and outcomes.
  • Ability to establish self as respected investigator within an organisation and a source of advice and support for colleagues.
  • Excellent communication and interpersonal skills, with demonstrable ability to effectively engage staff, service users, families and carers, communicating traumatic, upsetting and highly complex information in a sensitive, compassionate and professional manner.
  • Ability to identify barriers to ? Facilitation skills to enable collaborative working with all parties in any given work circumstance. ? Training skills. ? Application Form ? Interview establishing a mutually held understanding of a situation and then overcome those barriers.
  • Ability to manage and organise large volumes of information in different formats, complying with information governance legislation and standards.
  • Highly literate, with proven ability to author reports in a clear, precise manner tailored to the applicable audience(s).
  • Ability to constructively challenge practice, attitudes and cultures within an organisation.
  • Ability to continuously act with compassion, openness and honesty in highly emotive and sensitive situations.
  • Good IT skills, enabling efficient production of reports, materials and use of quality governance databases and reporting software, alongside completion of duties of post.
  • Ability to organise workload and investigation processes against multiple time pressures and shifting priorities.
  • Demonstrable professional curiosity in all situations, including when under pressure to complete task against challenging timescale .


  • Facilitation skills to enable collaborative working with all parties in any given work circumstance.
  • Training Skills

Work Related Circumstances


  • Use of a car or access to a means of mobility to travel across the Trust footprint in line with service needs
  • Willing to carry out all duties and responsibilities of the post in accordance with the Trust's Equal Opportunities and Equality and Diversity policies
  • Appointments to regulated and controlled activities require an enhanced DBS disclosure.

Employer details

Employer name

Pennine Care NHS FT


Trust Headquarters

225 Old Street



Any attachments will be accessible after you click to apply.


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