Jobs for the Social Welfare sector

Business Debtline is a free, independent debt advice service for the self-employed and small businesses. The Money Advice Trust is a national charity dedicated to helping people overcome financial difficulty and prevent problem debt.

At Money Advice Trust, we believe everyone deserves clear, practical and non-judgemental support, no matter their circumstances. 

As a Business Debtline Adviser, you’ll provide tailored, specialist debt advice across a range of channels, supporting clients through often difficult and emotional situations. You’ll explain options clearly, empower clients to make informed decisions, and deliver a high-quality, compliant service.

This is a meaningful and rewarding role where you’ll make a real impact every day. 

What You’ll Be Doing 

You’ll be responsible for: 

• Providing specialist debt advice to self-employed individuals and small businesses via phone, email and digital channels 

• Listening carefully to clients and communicating in a supportive, empathetic and non-judgemental way 

• Identifying appropriate debt solutions such as Debt Management Plans, DROs and IVAs, ensuring regulatory compliance 

• Explaining complex financial information clearly to a non-technical audience 

• Maintaining accurate client records and completing administration to a high standard 

• Collaborating with colleagues and contributing to team performance and service improvement 

• Acting as a professional ambassador for the Money Advice Trust in all interactions

What We’re Looking For 

We’re looking for people who are passionate about helping others and who can stay calm, organised and professional in a fast-paced environment. 

You’ll bring: 

• Strong communication skills, both written and verbal 

• The ability to explain complex information in a clear and simple way 

• A compassionate, client-focused and non-judgemental approach 

• Good IT skills (e.g. Word, Excel, Outlook, Teams, Zoom) 

• Strong organisational skills and the ability to manage workload effectively 

• The ability to work collaboratively as part of a team 

• Resilience and emotional awareness when supporting clients in challenging situations 

Experience in customer service or advice roles is helpful but not essential.If you’re motivated to learn and make a difference, we’d love to hear from you. 

Training and Support 

We’ll fully support you to build your knowledge and confidence in the role. 

• Comprehensive initial training (full-time, on site, 9am–5pm for approximately 11 weeks) 

• Ongoing coaching, quality feedback and development support 

• Continuous learning to keep up to date with legislation and best practice 

We’re looking for people who are curious, committed to learning, and motivated to grow in a rewarding role. 

Our typical recruitment process takes up to four weeks and includes: 

1. A short online assessment (around 20 minutes at a time to suit you) 

1. A 45‑minute Microsoft Teams interview 

Candidates who are successful at interview will progress to offer. Those who are not successful will be offered interview feedback. 

We sometimes use AI tools to support parts of our recruitment process, such as initial application review. These tools help us manage volume, but all hiring decisions are made by a real person in our Recruitment team. 

Accessibility and Adjustments 

We want every candidate to feel confident and supported. If you need any adjustments or have specific preferences during the recruitment process, just let us know and we’ll do our best to accommodate you. 

Important Information 

We may close this vacancy early if we receive a high number of applications, so we encourage you to apply as soon as possible. 

Your personal data will only be used for recruitment purposes and held for up to 12 months. Please see our Privacy Notice for Job Applicants on our vacancies page for further details. 

Our Commitment to Inclusion 

We’re committed to building a workplace that reflects the communities we serve and our values - We put people first. We support each other. We solve problems. 

These values guide everything we do and help create a welcoming, respectful and inclusive environment where everyone can thrive. We warmly welcome applications from people of all backgrounds. 

Head of Finance | DFN Project SEARCH

Remote, with travel to London on average once a month plus occasional site visits | £51,500 – £61,500 | 9-day fortnight (after probation), flexible working welcome

DFN Project SEARCH is a national charity supporting young adults with a learning disability, autism, or both, into real, paid, lasting work. Last year alone, 431 young people started jobs through our programme. We work with around 200 employers, colleges and local authorities across the UK, and we've supported over 2,900 people since we started. We're good at what we do, and we want to do a lot more of it. Our aim is to support 10,000 interns by 2030.

We've grown rapidly, which is exciting, and this role has been newly created to make sure all the finance processes are set up so that we can continue to grow and scale properly. So, this isn't a steady-state job where you inherit clean processes and just keep them ticking. You'll be helping to build the structure as the charity grows around it.

That means we need someone who can lead and do. You'll own the finance function end to end: month-end, management accounts, statutory reporting, cash flow, controls. You'll also shape how all of it should work as we continue to grow. One day you're posting journals and reconciling the balance sheet; the next you're helping a budget holder who's never read a P&L understand their numbers, or modelling what reaching 10,000 interns actually means financially. You'll report to the Finance Director and line manage our Finance Administrator.

What your time will look like:

- Running the finance function day to day and ensuring everything is accurate, compliant and efficient, which means journals, reconciliations, month-end close, the monthly rhythm

- Producing management accounts and board-level reporting that people can act on, with clear commentary

- Working with the Finance Director on budgeting, statutory accounts, audit and VAT

- Strengthening cash flow forecasting, treasury, reserves and credit control

- Owning the controls framework, financial policies and procedures, and getting more out of Xero so we have real-time insight, not using out-of-date assumptions to make business critical decisions

- Managing restricted, designated and unrestricted funds, and reporting to funders properly and on time

- Supporting fundraising and bid colleagues with budgets for grant applications and tenders

- Overseeing payroll and pensions with our provider

- Helping non-finance colleagues across the charity get more confident in their own financial understanding

What we need from you:

- A qualified accountant (ACA, ACCA, CIMA, CIPFA or equivalent)

- Solid charity finance experience. You'll know Charity SORP, restricted funds and grant reporting, and you're across the changes coming to SORP

- Someone happy with their hands on the controls: month-end, reconciliations, statutory accounts and board reporting

- Strong on Xero (or quick to get there) and advanced Excel

- The ability to explain numbers clearly to people who don't think in numbers

- Experience setting up or developing financial instructions, controls and processes in a charity

You don't need to tick every single box. If you've been part of a finance team that's been through this kind of change and you're ready to step up and lead it yourself, we'd still really like to hear from you.

But honestly, the most important element is you, and how you bring people along with you through a period of change. You'll be comfortable bringing structure and calm to an organisation that's still growing into its processes. We need someone who can be calm and measured when the numbers feel busy, who can be a steady anchor point for the team when a lot is changing, and who knows when to help and when to teach someone how to help themselves. You'll be relentless about making things better, but able to bring people with you rather than drag them. If you want to lead a change rather than just be part of one, this is for you!

The practical stuff: This is a remote and flexible role, and we mean it, but it isn't a "never-leave-the-house" role. The leadership team comes together regularly, on average once a month, plus occasional travel to sites and the odd away day. Travel is always planned in advance and we cover the costs. If you can reach London comfortably and you value time with the people you work with, you'll get the best of both.

- 25 days' annual leave, plus your birthday off and bank holidays on top, with the option to buy back additional leave

- 9-day fortnight after successful completion of probation: 37.5 hours worked across nine days, with the tenth day off

- Flexible working genuinely considered: job share, part-time (minimum 4 days), compressed hours

- Pension: 6% employer contribution

- Employee Assistance Programme and NHS top-up wellbeing support

Please note we are unable to offer visa sponsorship, so you'll need the existing right to work in the UK.

It won't be a surprise that we're a Disability Confident employer. We share interview questions in advance, and if you need any adjustments to the process, or a different format for any stage, please just tell us.

If you're a charity finance person who wants their work to really mean something, and who fancies building something rather than just maintaining it, we'd love to hear from you.

Dates to note:

- Closing date: 16th June

- First interviews (remote): 24th–25th June

- Final interviews (London): 30th June

Hours: 25 hours per week

Contract: Temporary until September 2027. Expected start date of August 2026.

Salary: £29,209 full-time equivalent (19,472 Pro Rata)

Department: Finance

Location: 1 Northgate Road, Middlesbrough, TS5 5NW

The Senior Finance Assistant and Payroll Administrator will provide financial administrative support for the Finance Team, and the payroll function for the organisation, allowing appropriate information to be provided to stakeholders at all times.

You will support the implementation of our Finance strategy and have empathy for the work of Teesside Hospice.

You will assist in providing a communication link between the Finance Department and other departments who rely on robust support.

You will work closely with the Financial Controller to ensure the effective day to day operation of your duties, thus allowing The Financial Controller to prepare timely, complete and accurate management accounts. A large element of the role involves taking the lead on the purchase ledger system. The role also involves other aspects such as daily logging of donations, weekly reconciliation of lottery membership records, bank reconciliations, submitting Gift Aid claims and more outlined in the duties section.

You will lead in preparing, running and finalising the payroll for companies in the Teesside Hospice group. You will be the payroll link between the Finance Department and other departments who rely on our support. You will work closely with the Financial Controller and Group Director of Resources to ensure the effective day to day operation of the payroll, thus allowing for accuracy of payments to staff alongside meeting all of the necessary regulatory requirements i.e. apprenticeship levy, SMP, auto enrolment.

You will be highly organised and able to work to deadlines, working independently as well as collaborating as part of a team.  An enjoyment and appreciation for attention to detail is essential.

We endeavour to exceed customer / donor expectations by delivering high quality of customer service and adhere to all policies and procedures.

As part of our committed Team environment, the working atmosphere is friendly and supportive.

At Teesside Hospice, we believe in making every moment count. Our team is dedicated to providing exceptional, specialist care and support to patients and their families during challenging times.

People are at our core. We offer a supportive environment with opportunities for professional growth and development and are always aiming for the highest standards and working environment. Our teams work positively together, collaborating to ensure our patients get the best care, and staff enjoy a fulfilling career knowing they make a real difference in people's lives.

Our values are Compassionate, Skilled, Accountable, Trustworthy and Principled - working here means being part of a community that focuses on empathy, respect and teamwork. We're there for everyone who needs us and are on a mission to change the way society and healthcare systems care for people.

Join us at Teesside Hospice and be part of a place where your skills and compassion can truly shine.

Closing date for applications is 25th June 2026, but we reserve the right to close the advert earlier if we have a high volume of applications.

Teesside Hospice is committed to eliminating discrimination and values diversity in the workplace.

This role requires a DBS check. We will do this for you.

Helen Bamber Foundation Group has experienced significant growth and change in recent years. The 
finance department is integral to the continued success of the organisation. This role presents an exciting 
opportunity to contribute to the development of the finance team, changing to meet the growing needs of 
the charity.

Working closely with the Senior Finance Assistant, the Finance Assistant will undertake a broad range of 
responsibilities and play a key role in ensuring financial information is processed accurately and in a timely 
manner. The work directly enables the production of management accounts that support clear decision making within the charities.

The Finance Assistant will gain hands-on exposure to accounts payable, bank reconciliations, month-end 
journals, VAT, and finance systems work, with clear opportunities to progress within the team as skills 
develop. 

The Finance Assistant will help maintain positive supplier relationships through the timely and accurate 
payment of invoices, and will support the Senior Finance Assistant with bank reconciliations, petty cash, 
card transactions and month-end journals, helping to safeguard the charities’ assets.
The ideal candidate will demonstrate a proactive and adaptable approach, excellent attention to detail, 
strong time management skills, and experience supporting teams effectively.

The Sandhurst Trust - an extraordinary community.

The Royal Military Academy Sandhurst has shaped leaders since 1802.  Spanning heads of state, generals, ministers, diplomats and captains of industry – the Sandhurst alumni community is remarkable.

The Sandhurst Trust is the Academy’s independent charitable foundation and is responsible for securing philanthropic support for the Academy and its community, supporting expansion, innovation and initiatives that government funding alone cannot sustain.

The Trust is at an inflection point. With new leadership and momentum, we are looking for exceptional development leaders to help build a once-in-a-generation philanthropic programme for an institution whose purpose has never felt more urgent.

Director of Alumni Engagement and Regular Giving
£80,000 - £90,000 (depending on experience)
Old College, The Royal Military Academy Sandhurst (RMAS) GU15, Hybrid

As Director of Alumni Engagement and Regular Giving and the CEO’s Deputy, you will have the chance to build and lead a best-in-class programme that will form the future foundation of the Trust’s philanthropic strategy, engaging, igniting and transforming the alumni community into a powerful and sustainable source of long-term support.

Head of Major and Principal Giving
£80,000 - £90,000 (depending on experience)
The Royal Military Academy Sandhurst (RMAS) GU15, Hybrid

The Head of Major and Principal Giving will cultivate and secure major and principal gifts from a highly receptive and loyal constituency in the UK and internationally. With a portfolio that is rich in potential and ready for discovery, this is an outstanding opportunity for an entrepreneurial fundraiser.

Head of Operations
£50,000 - £55,000 (depending on experience with scope to go beyond for an exceptional candidate)
The Royal Military Academy Sandhurst (RMAS) GU15, Hybrid

As Head of Operations and a member of the senior leadership team, you will play a key role in shaping the systems, governance, and operational infrastructure that will support the Trust’s long-term success. You will also play a critical role in shaping a high-performing and collaborative operational culture.

These leadership roles offer something that is genuinely rare in the fundraising profession: the opportunity to build something exceptional from the ground up, at a cornerstone British institution whose story, community and moment in time combine to make the case for philanthropy almost uniquely compelling. The Sandhurst Trust is looking to build a team full of passion and ambition so if this sounds like you, we would love to hear from you.

The Trust operates a hybrid working model with two days onsite (Old College, RMAS, Camberley, GU15 4PQ).

Closing date: Midnight on 30 June 2026

Interested?

Please familiarise yourself with the attached Candidate Packs.
To apply, please submit a CV and covering letter clearly staing which role you are applying for.

The Sandhurst Trust is partnering with Erin Hall-Westfall and Joanna Logan of Constellate Global Talent on this search.

No agencies please.

Job Title: Investment Operations Officer

Department: Core Team (Middle Office)

Reports to: Risk and Investment Operations Senior Manager 

Grade: Officer - Core

Employment Type: Full-time, Permanent

Salary: £38,000 - £42,000 (depending on experience)

Location: Hybrid - London, EC1Y and homeworking

About Better Society Capital (BSC):

Better Society Capital (BSC) is the UK's leading social impact-led investor. Our mission is to grow the amount of money invested in tackling social issues and inequalities in the UK; we do this by investing ourselves and enabling others to invest for impact too.  Since 2011, we have helped the social impact investment market grow twelve-fold to over £10 billion. This capital has financed social purpose organisations tackling everything from homelessness to mental health and fuel poverty. BSC manages £634m of its own investments as well as acting as portfolio manager for the Schroder BSC Social Impact Investment Trust (SBSI) managing its £83m portfolio. As BSC begins delivering its next five-year strategy, the organisation is embarking on a period of significant opportunity, growth and impact.

The opportunity:

The Investment Operations Officer is responsible for supporting the day-to-day operational activities of investment funds. This role ensures the accuracy, efficiency, and integrity of fund processes, including trade settlement, reconciliation, operational checks for cash management, and data management. The ideal candidate combines strong analytical skills with attention to detail and an understanding of financial markets. 

What you will do:

• Monitor and support daily fund operations, including trade processing, settlements, drawdown checks, account opening

• Perform reconciliations across custodians, brokers, and internal systems to ensure data accuracy, counterparty management

• Liaise with internal teams (portfolio management, compliance, risk) and external parties (custodians, administrators, auditors)

• Maintain and improve operational processes and controls

• Fund documentation ingestion management and data inputs

• Project management and assistance with Investment team’s post investment decision deal onboarding

• Prepare periodic reporting requests / questionnaires for external stakeholders

• Ensure compliance with regulatory requirements and internal policies, and support ongoing compliance reporting of the business

• Support KYC/CDD processes for all investment and advisory relationships 

• Participate in at least one ‘BSC Citizenship’ activity, helping to make BSC a great place to work – this could be helping to organise our summer or winter social, joining the Staff Council or helping with health and safety

What you will bring:

Qualifications & Experience

Essential:

• Demonstrable experience of your excellent analytical and problem-solving skills 

• Experience of working in an environment where high level of attention to detail and accuracy is vital 

Desirable

• 1–3 years of experience in fund operations, asset management, or financial services (preferred but not mandatory)  

• Understanding of financial instruments (particularly alternatives) is preferred but not mandatory  

• Proficiency in Excel and familiarity with AI, CRM and PMS systems 

Skills, Abilities and Attributes

• Strong communication and interpersonal skills 

• A genuinely service-orientated outlook – you take pride in making things run well 

• Ability to work in a fast-paced environment and manage multiple priorities 

• Collaborative, with a hands-on approach to pro-actively solving problems with others and with a solution orientated mindset – someone who anticipates needs rather than waits to be asked 

• Prior knowledge or interest in social enterprise, charity or impact related work 

Embody Better Society Capital core values:

Ø  Purposeful –We are passionate and energetic in our work to bring about our long-term vision of a thriving social investment market that enables positive social impact.

Ø  Pioneering Spirit - We give our team the autonomy and flexibility to be entrepreneurial and creative. We have the courage to push boundaries and a restless drive for change

Ø  Openness - We listen, learn, experiment and collaborate.  And we are adaptive and flexible in responding to what we learn.

Ø  Rigorous - We take a rigorous approach in all we do.  We expect the highest standards and continually strive for excellence

Ø  Respectful - We are genuine in both our approach and aspiration.  We value each member of our team and our partners for what they bring.

Don’t meet every requirement? Studies have shown that women and people from racialised communities are less likely to apply to jobs unless they meet every single qualification. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.

How to apply:

Please apply via Applied which is designed to minimise unconscious bias in recruitment. We will review your CV and two written answers which should answer the two following prompts: 

 1. Think of one piece of professional work from the last 3 years that best demonstrates why you’d be a strong fit for this role at Better Society Capital. Please cover: 

• Context - Where were you working and what was the goal? 

• Your role - What were you personally responsible for? 

• Two key decision you made - What options did you consider, and why did you choose the path you did? 

• Impact - What changed as a result? Please include any concrete outcomes (numbers, stakeholder feedback, decisions taken, etc.). 

• Looking back - What, if anything, would you do differently now, and why? 

2. We want to understand why you are interested in a career here at BSC. Tell us about a time where you tried to do something to create a positive change. 

• What was the goal? 

• Did it happen? 

• What did you learn about yourself along the way? 

Your answers should be no longer than 250 words each 

NB We do screen for applications that appear to be heavily generated by AI. You’re welcome to use AI tools to support small edits, such as improving grammar, structure or clarity, but your CV and supporting answer should reflect your own experience, knowledge, skills and motivations. Applications that feel authentic and genuinely personal are most likely to receive a 5-star score. 

Closing Date:  9am - Wednesday 10th June 2026

Interviews

• Initial Screening calls will be held 17/18th June 

• Round 1 interview (virtual) will be held w/c 22nd June 

• Round 2 interview (in-person) will be held w/c 29th June 

We are a Disability Confident Committed employer. Disabled applicants who meet the essential criteria will be considered for an initial screening interview. When application numbers are high and we are unable to interview everyone who meets the minimum criteria, we will prioritise those who best meet the essential requirements of the role.

We are defining a disability in accordance with the Equality Act 2010, as a person who has a physical or mental impairment, and the impairment has a substantial and long-term adverse effect on their ability to carry out normal day-to-day activities. You will be asked in your Applied application whether this applies to you.

If you have a disability or other access needs and require any support to assist you through the recruitment process, please get in touch.

You can find out more about our recruitment approach here

Other terms

Location: We are a UK-based business with an office in the Old Street area of London, accessible via a number of public transport links. Colleagues typically spend 40% - 60% of their working hours in the office, and the remainder from home. However, the exact requirements for this role can be discussed at interview. We hope that this working pattern encourages Better Society Capital employees to achieve a healthy balance between work and personal life, as we adapt to the needs of our diverse workforce.

Right to work: We are unable to offer work sponsorship for this role. Candidates need to have the existing right to work in the UK and for the duration of employment to be considered. 

Equity, Diversity and Inclusion: Better Society Capital is committed to being a diverse organisation that is truly representative of the communities we serve. We therefore welcome applications from candidates of all backgrounds, particularly those under-represented in the social impact investment sector (e.g. people from LGBTQIA+, racialised, disabled, or under-served communities).

We are an equal opportunities employer with an inclusive environment where all employees can contribute to their fullest potential. We want every colleague to be able to deliver their work with dignity, equality, comfort and independence. Our office is fully accessible with step-free access and an open-plan set up. We are open to accommodation requests regarding assistive technologies, accessibility tools, flexible working or any other reasonable adjustments that will make working or visiting here more accessible for you. If you have a disability or other access needs and require any support to assist you through the recruitment process, please get in touch .

BMT is a small, agile charity growing its team, establishing a permanent office, and widening its national impact. This is a critical moment to join and help shape its future. We are seeking a proactive, collaborative senior leader who is equally comfortable with high-level direction and hands-on delivery - someone who gets things done, brings people with them, and acts consistently in the best interests of the organisation and the communities it serves. The COO will ensure BMT's finances, HR, operations, and administration run smoothly, whilst implementing robust systems and preparing the organisation for its next stage of growth.

About the British Muslim Trust

The British Muslim Trust is a UK-registered charity that provides confidential support and safe reporting for victims of anti‑Muslim hate across the UK, research and advocacy. BMT is dedicated to empowering communities through transformational support and to robustly monitor and record anti-Muslim hostility, hate crime and incidents. At the heart of the British Muslim Trust are grassroots communities around the country - the charity aims to connect with the most vulnerable - especially young people and women – who are most affected by anti-Muslim hostility.

ROOTED FINANCE

Rooted Finance is a pioneering specialist debt and financial inclusion Charity based in London. We’re committed to making money and debt advice accessible, for everyone.

The people we work with come from all walks of life and so do we.

We employ advisers from all backgrounds, not just because it’s the right thing to do, but because we are the communities we serve. We provide quality debt and money advice services to help clients manage their finances and debts, protect their essential services; and safeguard their income and priority needs. Our services have never been more needed in an uncertain financial environment.

Rooted Finance is expanding its team and is looking for a full-time Money Guidance Officer. This is an exciting opportunity to join a dynamic and supportive team at a pivotal moment in our growth.

We are looking for someone who enjoys providing a first-class client satisfaction and support service. You will work closely with our Advice team to ensure clients are accessing support through engagement activities and that they are able to progress their debt advice journey smoothly.

You will be the interface for advisers to ensure documentation and tasks are completed in a timely manner or the clients you are supporting. The post-holder will need to be comfortable interacting with a variety of audiences – advisers, clients and partner organisations, and enjoy supporting people to progress through their advice journey.

You will have strong administrative, research and data skills, excellent communication and critical-thinking skills, and should be flexible and capable of working independently and as part of a team.

The post holder will be part of a small team and need to be a proven self-starter. The team language is English, and Rooted Finance is an Equal Opportunities employer.

JOB DESCRIPTION

Job : Title Money Guidance Officer

Salary: £28,000

Hours: 35 Hours per week 

Benefits: 25 days annual leave plus bank holidays Day of leave on your birthday Additional day of leave for each year of service up to 35 days 3% Pension contribution stakeholder pension £200 home-office equipment allowance Costco membership. Employee Assistance Programme Hybrid and flexible working arrangements available and agreed according to business needs 

Contract: Permanent/Fixed Term (subject to funding) 

Location: Rooted Finance delivers primarily an in-person service, postholder will be required to attend outreach locations/RF office. Hybrid arrangement with remote working will be incorporated where possible based on business demands.

Purpose of the Job

Rooted Finance provides client focused and impact driven services. The ability to provide first class advisory and casework services that impact individuals, and the communities they live in, is fundamental to the way in which Rooted Finance provides transparent and evidence-based services.

RF is looking for a proven self-starter to support our advice services and preventative initiatives. You’ll be passionate about working with people and committed to delivering a high-quality community engagement and support program. You’ll be adept at delivering comprehensive support to individuals within diverse community settings.

You will be confident in working with community members to grow and develop projects to reach isolated individuals. Working flexibly across dates (including occasional weekend working), times and locations, responding to project and community needs as required.

The successful candidate will have excellent interpersonal skills and be able to work flexibly with clients. You will be meticulous in your work, especially when supporting clients and maintaining case records for continuity of ongoing support. You will be trained and expected to keep up to date with regards to legislation, case law and policy changes relating to debt and a working knowledge of welfare benefits as directed by Line Manager.

Training and development

Rooted Finance will provide internal and external training as appropriate. Continued professional development is fundamental to the values of Rooted Finance in building capacity amongst its team members.

Reporting

The post holder will report directly to the Advice Manager of Rooted Finance

Role Requirements

This role aims to address the additional barriers and needs faced by overindebted individual, ensuring they are supported in navigating these challenges and can focus on the debt advice process effectively. As a Money Engagement Officer you will work across our various community partners, delivering money mentoring support and income maximisation services to local communities with the aim of promoting financial resilience and wellbeing. You will also provide assist in collecting essential documents and information for advisers to progress their cases. You will maintain accurate client and project records and contribute/support Manager(s) with effective project monitoring and reporting. You will capture learning to share with project stakeholders to help inform Rooted Finance’s wider approach to financial inclusion services.

Key functions and impact of the role will include;

Outreach and Engagement: Actively engage overindebted individual through various outreach initiatives such as community events, workshops, and partnerships with local organisations to raise awareness about debt advice to encourage individuals to seek help early and facilitate this through practical 121 support.

Support and guidance: Provide ongoing support needs to keep people with money worries engaged in the debt advice journey. Often people struggling with money worries have additional barriers and needs, this role focuses on the 'support function' which will be available to help people navigate barriers so they can focus on the specialist debt advice needed and offered through Rooted Finance and other support services.

Referral and Collaboration: foster a cohesive relationship to build partnerships and to collaborate with debt advice services, community organisations, and other stakeholders to facilitate referrals and ensure a seamless transition into debt advice services. Maintain strong partnerships with service providers to enhance accessibility and support for individuals in need.

Empowerment and Education: Equip our services users by providing ‘digestible’ financial education, coaching, and advocacy to help them make informed decisions, improve their financial literacy, and build long-term financial resilience. Data Collection and Reporting: maintain accurate records of all outcomes, advocacy and support provided to all individuals, diligently record outcomes to track the effectiveness of the triage process and measure the impact of the engagement efforts on increasing access to debt advice and other services.

Duties & Responsibilities: The main duties will include

1. Work closely with RF advice team in identifying client’ needs to work together to implement a holistic approach to supporting individuals.

2. Manage a joint caseload with debt advisers to ensure successful engagement in the debt advice journey, monitor progress and maintain diligent records across all systems

3. Working closely with advisers to support their more vulnerable clients

4. Delivering both 121 and group sessions to build individuals’ financial knowledge and resilience.

5. Increasing the visibility and awareness of the advice services through external events and roadshows

6. Develop and maintain good working relationships with clients to facilitate engagement in debt advice journey by explaining and outlining what debt advice offers, support to engage in attending debt advice appointment, follow up with obtaining required documents, make effective referrals for additional services and provide on-going support.

7. Draw up a personalised plan supporting clients to access and engage with the extensive range of support available in the community. Actively connect clients with a wide variety of services through signposting for additional help around health, wellbeing, housing, welfare, immigration, social support and financial advice. 

8. Identify aftercare support to help individuals increase their ability around ongoing financial capability and literacy skills and to reduce further and future financial exclusions

9. Working with, and recruiting clients to, our Lived Experience Steering Committee

10. Provide one to one/group sessions to encourage and increase engagement in the debt advice service

11. Develop marketing and creative initiatives to promote and engage with service users to increase uptake in debt advice service and increase full journey completion.

12. Ensure all project monitoring requirements are adhered to and all learning (including risks and opportunities) is captured and recorded in a timely manner.

13. Perform consistent impact measurements on project components, including undertaking financial wellbeing checks before, during and after, beneficiary engagement with RF service in a non-intrusive manner

14. Actively participate in team meetings and work with colleagues and beneficiaries to further develop the project

15. Maintain effective communication between colleagues, stakeholders and beneficiaries at all times.

16. Undertake recommended and self-identified ongoing training and development to ensure gaps in knowledge/skills are acquired to meet requirement of the role and quality assurance processes in timely manner as directed by Supervisor/LM.

17. Work to an agreed work-plan, meeting targets on time and all required KPI

18. Work collaboratively to share good practice in performance and quality improvement with fellow advisers/wider team.

19. Ensure that all services comply with equal opportunities and other relevant policies and quality standards and good practice as outlined in organisational policies.

20. Ensure all work is fully compliant with Rooted Finance policies and procedures and Quality Standard

21. Ensure data protections regulations are adhered to and office procedures followed

22. Abide by all Health & Safety at Work Act procedures

23. Adhere to policy and procedures around safeguarding vulnerable adults at risk

24. Demonstrable understanding and application of the provisions of GDPR

25. Behave in a professional manner at all times

26. Act as an ambassador for Rooted Finance, reflecting the objectives and values, and to always work in the best interests of the charity.

Other 1. Undertake additional tasks as defined by Advice Manager of RF and senior management team.

PERSON SPECIFICATIONS

Qualification 

Desirable: Educated to a degree standard or equivalent. 

Essential: Relevant professional qualification (i.e.CMA Connect Money Mentor training)/ or equivalent gained through experience Evidence of continued professional development 

Skills

Desirable: Excellent understanding of the principles and current best practice in debt, financial capability and financial inclusion.

Essential: Knowledge and understanding of the welfare benefit system and experience of advising customers on benefits.Understanding and commitments to the aims, principles, values and quality standards of Rooted Finance services. Awareness of, and ability to, understand and empathise with clients from a diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. Ability to use sensitive listening and questioning skills to get to the root of the issues and empower clients Ability to remain non-judgmental and apply active listening Ability to provide outstanding customer service Good communications skills – including written and personal presentation skills. Ability to give and receive feedback objectively and sensitively, and work as part of a team and be open to learning from others. Ability to manage own time and meet deadlines.High standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information Knowledge and experience of using case management systems to maintain accurate records Working in a small team and autonomously, experience of working in client facing role. A commitment to continuous professional development, including a willingness to develop knowledge and skills in advice topics

Experience 

Desirable: Experience of supporting and guiding junior team members (volunteer/trainee team members)

Essential: Experience of working directly in a community setting such as adult health and social care, learning support or information and advice settings Experience of gathering, providing and disseminating complex and sensitive information Experience of liaising with partner agencies; Excellent communication, negotiation and organisational skills; Commitment to working flexibly across all RF services, including evenings and weekends (TOIL applied)

OTHER:

This role will be subject to an enhanced DBS check Rooted Finance is registered with the Information Commissioner's Office and will process your personal data in accordance with the General Data Protection Regulation and Data Protection Act 2018. Please refer to our online Privacy Policy for more information on how your personal data will be processed and stored. This job description and personal specification does not form part of any contract.

Involve Northwest is an innovative, community-based organisation with an approach that is grounded in our core belief that the services we offer are free, confidential, and are motivated for public benefit, and not profit.

Job Title: Chief Executive Officer (CEO)

Location: The Community Village, Rock Ferry, and the Wirral community.

Working Pattern: 35 Hours per week (to be discussed)

Salary: £70,000 - £75,000 per annum (FTE) Depending on experience

Reporting To: Board of Directors

Responsible For: Operations & HR Director, Finance Manager and supporting Consultants.

This role is subject to a DBS check and subscription to the update service in line with the internal Safer Recruitment Policy.

Core Responsibilities

1. Lead the organisation, establish its standards, and represent it as the public face and ambassador.

2. Serve as the organisation’s figurehead while strengthening and expanding relationships with commissioners and key stakeholders.

3. Define the strategic direction in collaboration with the Board of Trustees.

4. Implement the strategic plan and drive sustainable organisational growth.

5. Provide strong financial leadership, including budgeting, forecasting, income generation, and asset management.

6. Prioritise and advance the diversification of funding streams with overall accountability.

7. Ensure effective risk management and regulatory compliance including GDPR, H&S, Safeguarding, Charity Governance.

8. Build and develop a strong workforce while fostering a unified, one-team culture.

Leadership And Managerial Responsibilities

• Lead the organisation, providing direct line management to the Operations and Human Resources Director, Finance Manager and Consultants.

• Deliver strong, visible leadership across the organisation.

• Accountable for shaping, influencing, and delivering both internal and external operational strategies.

• Maintain strategic oversight of existing contracts and services, ensuring effective delivery and performance.

• Develop, monitor, and review key operational resources, including business plans, business continuity plans, and risk registers.

Strategic Responsibilities

• Scope and drive forward funding & partnership opportunities in support of sustainability and growth.

• Grow Involve Northwest’s network of commissioners and strategic/mutually beneficial partnerships.

• Identify the opportunities for collaboration and diversification.

• Consider the organisation, its destination and routes to that destination with ‘out of the box’ thinking.

• Reviewing all aspects of service provision and the roles of Involve Northwest personnel.

• Oversee management of Involve Northwest assets, including any buildings.

• Assist in identifying new premises and the basis upon which they are occupied (purchased/leased) in the context of Involve Northwest’s needs.

• Lead on organisational change; provide governance around internal resources, communication and marketing, and growth.

• Lead on all funding opportunities, including the scoping and writing of bids and responses to tender invitations, expressions of interest and soft market testing as appropriate.

• Overseeing Involve Northwest’s communication and marketing strategy.

Partnerships Management

Involve Northwest is predominantly funded through contracts with central and local government. The successful person will interface directly with funders and commissioners, managing those relationships and attending contract meetings where appropriate. Attend external meetings/groups and act as the ‘face’ of the organisation, in collaboration with the Management Team.

The role will focus on growing Involve Northwest’s influence within our network of commissioners and strategic/mutually beneficial partnerships to secure future commissions in new delivery themes or areas in the Northwest that align with our strategy and vision.

You would also be expected to identify, explore, and develop new partnerships outside Involve Northwest’s traditional stakeholders with organisations in both the public and private sectors.

This role profile is not exhaustive and is subject to review in conjunction with the post holder and according to future changes/developments within the Company.

Company Duties and Responsibilities:

• Evaluate and work in line with statutory requirements and company policies and procedures, including ISO9001:2015, the Companies Act, Charity Law and UK GDPR.

• Work to Involve Northwest’s Safeguarding procedures.

• Represent the charity in the best manner.

• Demonstrate a commitment to the vision, values, and strategic aims of Involve Northwest.

• Maintain high standards of professionalism and keep abreast of current legislation, standards, best practice and maintain a focus of continuous improvement.

• Work within Involve Northwest’s practice standards.

Person Specification – Essential

Experience

• Significant experience in a senior management role.

• Development of a strategy with a proven record of implementation, tracking and monitoring progress.

• Experience in securing year-on-year sustainable funding.

• The ability to link operational delivery with the strategic plan to achieve its stated objectives.

• Track record in delivering business change.

• Risk management, business continuity and disaster recovery planning and testing

• Working with commissioners/grant funders at senior levels.

• Significant experience in overseeing bid/tender writing at an operational and strategic level, with the ability to present at all levels and deliver reports as required.

• Strong decision-making skills.

• Budget management experience.

• Developing communication and delivery strategies.

• Working in the third sector would be useful but is not essential.

Knowledge and Skills

• Excellent people skills, including communication, relationship building and emotional intelligence.

• Proven track record in change management.

• Problem-solving, planning skills and innovative thinking.

• The ability to implement strategies to meet the organisation’s goals agreed with the board of directors.

• Understanding the importance of excellent employee management and have the ability to motivate.

• Excellent organisational skills, results-driven, with a clear focus on outcomes.

• Consider the organisation, its destination and routes to that destination with ‘out of the box’ thinking.

Personal Attributes

• Innovative thinking.

• A belief in the Organisation’s service delivery and objectives.

• Enthusiasm and a catalyst to motivate others.

• Be a visionary for the organisation and lead by example

• Good communication skills with excellent people skills

• Be compassionate and empathetic and have a high level of integrity.

• The ability to deliver honest feedback in a direct but emotionally intelligent way.

• Act with integrity and respect when working with all clients, agencies, and individuals.

• Flexible, adaptable, and an excellent active listener.

• Be a team player with an open and honest manner and be able to build effective relationships.

• High level of personal resilience concerning workload and ability to discharge tasks.

• Excellent organisational skills, hard-working, results-driven, with a clear focus on outcomes.

As a community-focused employer who values the health and well-being of our employees, Involve Northwest encourages a positive work-life balance and actively supports our staff so they can better support the community.

We offer a range of benefits to fulfil this, including:

· 25 Days Annual Leave plus Bank Holidays

· Birthday Day Off

· Company Pension & Health Cash Plan (eligible after 3 months)

· Extra days of annual leave for service loyalty

Please note this role is subject to a 6-month probation period, 2 satisfactory references, right to work and DBS check.

Involve Northwest is committed to the welfare and safety of all individuals, particularly those who are vulnerable or at risk. We recognise our responsibility to protect the well-being of children, young people, and adults who may come into contact with our charity and its projects. We have a clear Safer Recruitment Policy in place, which is applied to all staff, including third-party individuals and volunteers.

Citizens Advice Milton Keynes is a local charity that helps people to resolve their legal, money and personal problems. We have been providing free, confidential and impartial advice since 1972 and helped over 8000 local people last year.

We are looking for an organised, reliable and detail-focused person to join our team as Finance Officer.

This is an important operational role within the organisation, responsible for supporting the smooth day-to-day running of our financial systems and processes. The successful candidate will work closely with the Director, Finance Manager and Senior Management Team to help ensure strong financial control across the charity.

The role includes responsibility for:

• Purchase and sales ledger management
• Payroll processing and HMRC submissions
• Bank reconciliations and financial record keeping
• Budget monitoring and financial reporting
• Supporting VAT returns and Gift Aid claims
• Maintaining accurate financial systems and records

This is a varied and responsible role requiring excellent organisational skills, strong attention to detail and the ability to manage confidential financial information appropriately.

Applicants need to be:

• Computer-literate and confident using financial/accounting systems
• Highly organised with strong attention to detail
• Able to work independently and manage workloads effectively
• Confident communicating with colleagues and external organisations
• Comfortable working with financial information and maintaining accurate records
• Able to identify and resolve discrepancies in a timely manner

A bookkeeping or accounting qualification (such as AAT, IAB or equivalent) would be desirable as would experience of Sage 50, payroll administration or working within a charity finance environment.

The successful applicant will play an important role in supporting the financial stability and ongoing development of the organisation.

Closing date: Wednesday 10th June 2026 at 5pm

Interviews:TBC Please note interviews will be held face to face Clarendon Drive, Wymbush

Room to Heal is a human rights charity and therapeutic community based in London. We support people who have survived torture and organised violence to rebuild their lives in exile, through an integrated programme of therapeutic and casework assistance. We offer a range of activities including: therapeutic support groups, gardening, individual therapy and casework, cooking and social gatherings, and therapeutic retreats.

We are looking for a Co-Director who will:

• ensure the overall financial sustainability of the charity through fundraising and financial strategy and management;
• work with the Co-Director, Chair and Board to ensure appropriate governance and legal compliance;
• continue to raise the profile of RtH and its work, establishing relationships with a wide range of stakeholders including public, private and voluntary partners;
• develop and implement strategic priorities, goals and objectives to achieve Room to Heal’s (RtH) vision

An exciting full time opportunity has opened up at CPSL Mind.

CPSL Mind is a vibrant, values-led charity that supports local people in their recovery from mental health issues, promotes wellbeing and campaigns against stigma and discrimination.

WorkWell Personal Budget Co-ordinator
Salary: £27,113.00 per annum
Salary Scale Point: 15 (April 2025)
Contract: Fixed Term Contract to 31st March 2027
Hours: Full Time, Monday to Friday 9.00am-5.00pm
Based: in our Peterborough office with hybrid working option and some travel across South and East Cambridgeshire

About CPSL Mind

Cambridgeshire, Peterborough and South Lincolnshire (CPSL) Mind is a progressive and expanding mental health charity. Our vision is a society in which everyone has positive mental health and feels part of a connected community.

Our work ranges from prevention and early intervention to award-winning crisis support. We also seek to influence positive change through our training services and ground-breaking campaigns activity.

About the Service and the Role

The Work Well program supports people who are struggling to maintain employment or have recently lost their employment due to health challenges.

Work Well Coaches may request the allocation of a personal support budget, this post holder will ensure that individual budgets and the fund as a whole are managed within the parameters of the project.

Working across the Work Well Team, other stakeholders and the CPSL Mind Finance Team, the post holder will monitor spending against personal support budgets, including matching of invoices or receipts to individual spends. They will monitor the total allocation of personal budgets and prepare monthly invoices to the program funders, alongside additional administration, research of and procurement of services and reporting across the county.

Closing date: Ongoing.
We actively monitor applications for employment and will shortlist and arrange interviews for these roles as applications are submitted.

Interested?

If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position.

We are an equal opportunities employer and welcome applications from all sections of the community and those with their own lived experiences of mental health challenges.

No agencies please.