Accounts services administrator jobs

About the Role

As Interim Finance Manager, you’ll oversee day-to-day finance operations, maintain robust financial systems, and ensure statutory obligations are met working with our Finance Director and CFG staff. You’ll prepare management accounts, support budgeting processes, and manage year-end audits in collaboration with our internal team and external auditors.

What You’ll Do  

• Ensuring the smooth running of day-to-day finance operations.

• Maintaining accurate financial records and systems.

• Preparing of management and year-end accounts.

• Liaison with auditors on detailed queries for the 2025/26 year-end audit.

• Facilitating effective communication between the finance team and wider organisation.

• Contributing to the development of financial processes and controls.

Bookkeeping and financial operations

• Manage the finance inbox daily, ensuring timely responses.

• Upload purchase invoices received via email to Iplicit (our finance system) and add to bulk payment run once approved by budget holders; follow up on outstanding approvals.

• Add approved staff expenses to the payment run in Iplicit.

• Post invoices from external portals (e.g. JustGiving, Click Travel, Worldpay) into SAP (our CRM).

• Upload payment runs and customer refunds to the bank, sending associated reports to the FD for authorisation.

• Ensure Iplicit is up to date with bank postings.

• Prepare monthly bank and other balance sheet reconciliations as part of management accounts pack.

• Prepare payroll reports as required (payroll is outsourced) and credit card transactions for posting into Iplicit.

• Produce ad hoc financial reports as requested by the CFG team.

• Prepare and submit quarterly VAT returns (these are automatically prepared in Iplicit).

Management accounts, budgeting and year-end

• Prepare monthly management accounts and transaction listings for each budget holder within a tight deadline.

• Maintain monthly deferred income schedules and other balance sheet reconciliations.

• Prepare year-end financial reports and supporting schedules.

• Complete the audited accounts reports for our two entities, liaising with auditors and CFG team as required.

• Respond to auditor queries and provide requested documentation.

• Update and circulate budget templates to budget holders during planning; consolidate returned templates.

What We’re Looking For

• Proven experience in finance management.
• Strong knowledge of book-keeping, VAT, and compliance.
• Familiarity with finance systems (Iplicit and SAP desirable, training is available).
• Excellent organisational and communication skills.
• Ability to work collaboratively and meet deadlines in a fast-paced environment.

How to Apply 

If you would like to be considered for this position, please take a look at our recruitment pack on the next page, and apply with your CV and answer the three screening questions. The deadline for applications is 09.30 on Thursday 27 November, and shortlisting will take place that week, with interviews to follow shortly after. 

Please email us with any job enquiries, or if you require assistance or experience difficulties when applying. Please note that successful candidate(s) will be asked to evidence their Right to Work in the UK post-job offer – we do not hold a sponsor licence therefore we are unable to provide Visa sponsorship.

Benefits of working at CFG 

• 25 days' annual leave per year in addition to bank holidays, increasing to 28 days after three years of continuous service (pro-rata if part-time). 
• An extra three days' leave for the office Christmas closure. 
• Wellbeing week closures 
• Time off for personal health appointments. 
• Hybrid and remote flexible working options. 
• Four paid volunteering days every year. 
• Health cash plan via HSF
• Enhanced sick pay, as well as enhanced parental and adoption leave policies 
• Continuing personal development - learning and development opportunities both individually and organisation wide, such as a mentor/coach, training courses and conferences. 
• Auto enrolment to the Personal Pension Plan where CFG will contribute twice your contribution to the scheme up to 10%. 
• Access to interest-free employee loans or salary advances. 

CFG promotes remote-first working, although we do have office space at our registered address in Bermondsey, Southwark, SE London for those team members who prefer an office setting. We expect all of our team members to attend all staff, directorate, or team anchor days on a regular basis in London. All staff anchor days are currently quarterly, and directorate and smaller team anchor days are organised on an ad hoc basis. If you have any questions about this we'd be happy to chat about our in-person expectations with you. 

Please note that attending our flagship events will be required for this role, as well as work outside core hours occasionally as part of our events programme.  

This is an interim role and we are looking for someone to start as soon as possible.

Are you friendly, organised, and passionate about helping others? Do you want to be part of a team that makes a real difference in the lives of older people every day? Join Age UK Lambeth as our Office Administrator and Customer Advisor and help keep our busy, welcoming office running smoothly while supporting the people who need us most.

This is a varied, rewarding role at the centre of our operations. You’ll be the first point of contact for visitors, clients, and volunteers, offering a warm welcome, providing information, and helping connect people to the right services. From managing our front desk and coordinating appointments for our Foot Care Service, to supporting our internal teams with day-to-day office administration, your work will help everything run efficiently behind the scenes.

You’ll handle a range of responsibilities including managing emails and phone calls, processing payments, maintaining office supplies and equipment, supporting staff and volunteers, and liaising with external organisations to ensure smooth service delivery. You’ll also play a key part in helping clients access the right support, signposting them to services and creating referrals where needed.

At Age UK Lambeth, kindness, respect, and compassion are at the heart of everything we do. We support older people in Lambeth to live enriched, productive, and purposeful lives, and this role is essential to helping us do that.

If you’re someone who enjoys helping others, staying organised, and working as part of a friendly and dedicated team, we’d love to hear from you.

We’re looking for an organised and proactive individual to join our team as a Business Support & Finance Assistant. 

In this role, you’ll provide essential business and finance administrative support to the Society and Chief Executive, act as the first point of contact for general enquiries, and help ensure our workplace is effective, welcoming, and engaging. 

You’ll also assist with day-to-day financial processes, support key society meetings and events, and play a vital role in keeping everything running smoothly. 

If you’re detail-oriented, enthusiastic to contribute, and ready to make an impact, we’d love to hear from you! 

Click below to be directed to our recruitment portal, and find out more about the role and application.

Help shape the financial heartbeat of a growing feminist charity.

Rape Crisis South London (RCSL) is seeking a Finance Manager to join us at an exciting time of change and growth.

With a new CEO and SLT, together with an ambitious  and inspiring new vision, Rape RCSL is undergoing significant transformation in the run up to a new organisational strategy. This is a fantastic opportunity to play a pivotal role in ensuring the smooth financial running of a vital and expanding service across twelve South London boroughs.

About Us

RCSL is a leading specialist charity providing trauma-informed services.  We offer counselling, group therapy, advocacy, and prevention education, as well as professional training.
 Our work is grounded in feminist principles, empowerment, and equality — and we’re proud to be part of a national movement working to end sexual violence and abuse.

About the Role

As Finance Manager, you’ll oversee the day-to-day finance functions of the organisation, ensuring accuracy, efficiency, and compliance across all financial activities.

You’ll be responsible for preparing and posting journals, reconciling accounts, producing draft management accounts, and managing monthly processes. You’ll also collaborate closely with the Director of Finance and Resources to strengthen financial systems and prepare for future growth — including line management of a new Finance Officer from April 2026.

This role is integral to the effective running of our organisation and offers the opportunity to develop leadership experience within a small but high-performing finance team.
 

Key Responsibilities

• Manage all day-to-day finance functions and month-end processes.
• Prepare and post journals, reconciliations, and monthly draft management accounts.
• Maintain accurate records and ensure timely settlement of outstanding accounts.
• Monitor debtors and proactively resolve queries and discrepancies.
• Support budgeting, forecasting, and year-end audit procedures.
• Ensure compliance with charity financial regulations and internal controls.
• Support the continuous improvement of financial systems and processes.
• Work collaboratively across all teams to ensure financial awareness and accountability.

About You

You’ll bring:

• AAT qualification (or equivalent), or qualified by experience.
• At least two years’ hands-on experience managing day-to-day finance functions within the charity, voluntary or not for profit sector.
• Experience producing draft management accounts, reconciliations, forecasts and budgets.
• Proficiency in Xero and Microsoft Office 365 (especially Excel).
• Excellent attention to detail, accuracy, and time management.
• A proactive and organised approach.
• Experience of managing people and building collaborative relationships with stakeholders internally and externally. 
• Understanding of restricted funds and charity finance principles.
• Commitment to feminist values, equity, diversity, and inclusion with experience of putting these into practice. 

What We Offer

• £45,500 per annum (0.8 FTE)
• 27 days’ annual leave + 8 bank holidays (pro rata)
• 3 extra gifted days between 27–31 December
• NEST pension (3% employer / 5% employee)
• Life assurance, healthcare plan, Employee Assistance Programme, and cycle-to-work scheme
• Supportive, feminist workplace culture with flexible hybrid working

How to Apply

Please send your CV and a cover letter explaining how you meet the person specification

The position is offered on a flexible basis.  The post is open to female applicants only as the role is deemed to be a genuine occupational requirement under Schedule 9, Paragraph 1 of the Equality Act 2010. 

We are an equal opportunities employer, and we are particularly keen to receive applications from women underrepresented in leadership roles in the violence against women and girls movement.

No agencies please.  Unsolicited emails from agencies will not be responded to

About us

The Refugee Council is the nation’s refugee charity. Together with community groups, partners and volunteers, we help people who have escaped war and persecution to rebuild their lives, integrate into communities, and play their part in Britain. Born in the aftermath of World War II, our frontline services support over 14,000 refugees each year to find safety, get to know their neighbours, and enter education, training or work. We share our evidence and expertise with policymakers to help build integrated communities where everyone can contribute. 

Our Values

Our values underpin everything we do:

• Inclusive: We are inclusive. We work with - not for - refugees and people seeking asylum, so they have an equal voice, co-producing projects and ensuring their expertise and experiences are at the heart of what we do.
• Collaborative: We are collaborative. Working with others is a priority in order to have the collective impact that is vital to achieve policy and practice reform.
• Courageous: We speak out when we see injustice, cruelty and unfairness. We always stand up for what we believe is the right thing to do to transform the experiences of those seeking protection in our country.
• Respectful: We are respectful of all those we interact with. We treat everyone – our staff, volunteers, beneficiaries, partners and people we disagree with – with the same respect, professionalism and understanding.

About the role

The Finance Officer (Accounts Receivable) provides accurate and timely processing of all income, including donations, grants, membership fees, and trading income, ensuring compliance with financial policies, controls, and statutory requirements.

Reporting to the Finance Controller, the postholder maintains the integrity of the debtor ledger, supports cash flow management, and delivers a reliable receivables service to colleagues, funders, donors, and partners. By combining attention to detail with strong customer service, the Finance Officer ensures that income is correctly allocated, invoices are raised and collected promptly, and records are audit-ready, contributing to the overall effectiveness and credibility of the Finance function.

Staff benefits

To reward our staff for the value they bring, we offer a variety of enhanced terms and conditions and a wide range of benefits, including:

• Training & Development
• Employee Assistance Programme
• Pension Scheme
• Work Life Balance Policies
• Employer-Sponsored Volunteering
• And more.

Let’s work together to improve the lives of refugees in the UK - apply on our website today.

Closing date: 21 November 2025.

Ensuring that the Refugee Council is an inclusive and accessible place to work is important to us. We want to enable people from different backgrounds to apply and thrive with us. We believe our recruitment process enables that and are also happy to make adjustments on request.

Please note: We are currently recruiting for two separate roles - Project Manager and Administrator. However, we welcome applicants who may wish to apply for both roles combined as a full-time position. These roles are usually carried out by one person, with a combined salary of up to £34,000. If you wish to apply for both roles, please complete only one application and clearly state at the top of your personal statement that you are applying for the full time combined role.

About the Role

Working alongside the Managing Director, you will play a key role in supporting the day to day running of the BDD Foundation. You will help support the smooth operation of charity projects, media campaigns, and collaborations, while supporting the delivery of the charity’s community engagement and outreach activities.

A key focus of this role will be managing and maintaining the charity’s digital presence, including social media channels, newsletters, and website updates. You will plan, create, edit, and share content that reflects the charity’s mission and values, moderate online communities in line with our Social Media Policy, and collate insights to continually improve engagement and reach. The role also includes oversight of the volunteer and fundraising inboxes, ensuring timely responses and smooth communication. In addition, you will provide support for fundraising initiatives, including preparing funding applications, exploring new funding opportunities, and working closely with the Manging Director to help drive the charity’s impact.

This is a meaningful and rewarding opportunity for someone who is organised, values driven and keen to contribute to positive change for people living with Body Dysmorphic Disorder (BDD).

How to Apply

Please submit a CV and a personal statement (maximum 750 words) via CharityJob by 12pm midday on 3rd December 2025.

In your personal statement, please include:

• Why you are interested in the role
• Any connection you may have to BDD or passion for the cause
• The skills and qualities you would bring
• How your experience makes you suitable for this position

Interviews are due to take place on 11th and 12th December 2025

If applying for both the Project Manager and Administrator roles combined, please state this clearly at the top of your personal statement and submit only one application.

This role is open to UK based applicants only and subject to a DBS check.

About us 

A world class drama school and educational charity, LAMDA – the London Academy of Music & Dramatic Art – delivers exceptional vocational training in the performing arts. LAMDA’s core aim is to train and develop the best artists regardless of social or financial background. The Academy is at an exciting time in its evolution, paving the way for drama school training in the 21st century and developing multi-skilled creative artists and technicians. In order to ensure that its work is accessible to all, LAMDA is passionately committed to widening participation and operates a robust scholarship scheme, awarding significant support to one in five full-time students each year.

About the role

We are seeking a detail-oriented and proactive Finance Officer for purchases and payments to join our finance team. This role will involve managing automated payment runs, ensuring data integrity, and performing key reconciliations. The successful candidate will have strong experience in high-volume Accounts Payable, along with the ability to analyse payment data for process improvements and cost-saving opportunities.

Contract and hours: Permanent, full-time (35 hours per week).

For further details about the role, please see the job description below.

Application process

We want you to have the opportunity to really tell us about yourself and explain to us why this opportunity is right for you. All applications will be judged on content, not on format.

To apply, please provide:

• A covering letter to tell us a little about yourself and why this position interests you
• Tell us what experience, knowledge and skills you have that meet the person specification outlined in the job description, include any practical examples that you may have
• CV
• Completed Equality and Diversity monitoring form

To be considered for this role, please send the above information by email to the HR Department.

Closing date: 5pm on Wednesday 10th December 2025.

Interviews will be held on 15th December 2025.

Equality, diversity and inclusion are essential values at LAMDA and we are committed to promoting equality of opportunity for all staff and job applicants. We aim to have a diverse and inclusive workforce and value the benefits that a diverse workforce can bring to the Academy. We welcome applications from the Global majority, those with disabilities and from other under -represented groups. we are happy to provide recruitment information in accessible formats and a provision to accept applications in alternative formats.

As a Disability Confident Committed Employer, we are committed to ensuring that disabled people and those with long-term health conditions have the opportunities to fulfil their potential and realise their aspirations.

LAMDA is committed to safeguarding and protecting the children and adults that use our services and expects all employees and contractors to share this commitment. All LAMDA posts are subject to a safer recruitment process, including background checks and the disclosure of criminal records where applicable. We ensure that we have a range of policies and procedures in place which promote safeguarding and safer working practices across all of our activities and services.

Registered Charity No: 312821.

Job Title: Account Handler
Location: Unity Insurance, Lancing, West Sussex, BN15 8UW
Salary: £26,199 per year, Band C, Level 3
Hours: Full-time, 35 hours per week
Contract: Permanent

About the Role:

We’re Unity Insurance, part of the Scouts, and we’re passionate about helping charities, youth groups, and organisations like the Scouts and Guides protect what matters most.

We’re a small, friendly team with a big heart — and we’re looking for a positive, customer-focused Account Handler to join us. If you have experience in insurance and enjoy helping people, we would love to hear from you!

What you’ll do as an Account Handler:

• Be the first point of contact for our clients
• Provide quotes, advice, and ongoing support
• Manage renewals, policy updates, and claims
• Recommend additional products to help clients stay protected
• Ensure all administration is accurate and completed on time
• Deliver excellent customer service and help us grow our client base

What we’re looking for as an Account Handler:

• Experience in insurance and customer service
• Understanding of youth organisations or small charities (desirable)
• Good knowledge of insurance principles and FCA guidelines
• Confident using computers and insurance systems
• Working towards or holding insurance qualifications (desirable)
• A genuine passion for helping others

Why join us?

• At Unity, your work makes a real difference. You’ll be supporting the amazing organisations that help young people gain skills for life — and you’ll do it alongside a welcoming, supportive team.
• We also offer great training, opportunities to develop your skills, and the chance to get involved in volunteering and projects that matter

Benefits

We’re proud to be an award-winning Charity of the Year (Charity Times Awards 2022) with over 400 employees across multiple locations nationwide.

• 28 days’ holiday, rising to 32 days after 2 years’ service, plus extra days at Christmas

• Flexible working hours and hybrid options

• Work in a way that suits you, your role, and your department

• Double-matched pension up to 10% of gross salary

• Family-friendly employer with generous family leave

• Learning and development opportunities via our internal learning hub

For a full list of our benefits click .

Closing date for applications: 23:59pm Friday 21st November 2025.

Interviews will be on an ongoing basis until the position is filled.

We reserve the right to close this role early. If you're interested, we encourage you to apply as soon as possible.

Strictly no agencies. 

The Scouts is an equal opportunities employer and we are committed to fostering an inclusive environment where everyone feels valued and empowered to contribute. We offer flexible working arrangements to support diverse needs and lifestyles, ensuring that our teams can thrive both professionally and personally. We welcome and encourage applicants from all walks of life, believing that varied perspectives strengthen our innovation and community. Your unique experiences and ideas are essential to our success, and we look forward to hearing from all voices.

Carers UK is looking for an Account Executive to support the Income Generation and Communication team in delivering activities to maintain and grow significant income from Carers UK’s products and services, namely the Employers for Carers forum.

With the Carers Leave Act now a statutory requirement for all employers to support unpaid carers by giving five days unpaid carers leave, this is a pivotal time for working carers to receive the right support to remain in work.

About you

You will be highly confident approaching and building rapport with prospective and existing clients with a commitment to a sustained high level of outbound communication. Collaborative in approach and with excellent communication skills you will have the ability to prioritise and manage a combination of different tasks and work effectively and efficiently to tight deadlines.    

About the role

Carers UK’s Income Generation and Communication team is responsible for the organisation’s income stream. You will be a self-starter, with account management and sales experience, who will assist the team to develop, deliver and grow its earned income activities. You will carry out prospects research to support new business development, while building relationships through active client engagement. You will receive relevant training, guidance and coaching.

We are a truly inclusive team; we offer flexibility and we live and breathe our values. We are Attentive, Ambitious and Achievers.

At Carers UK we want our application process to be as accessible as possible. If you need any adjustments to apply please email to discuss.

The closing date for applications is 5pm, Friday 21 November 2025

Carers UK anonymises all applications prior to shortlisting.

Carers UK reserves the right to appoint at any stage, should an outstanding candidate emerge.

Carers UK are actively interviewing as we receive applications.

Carers UK may carry out online and social media checks before a formal offer is made.

This is a key role within our team dedicated to delivering outstanding customer service. You will be the first point of contact for all of Stewardship’s customers, especially those using our giving platform. In this role, your customer service expertise will shine as you understand client needs, assist with a diverse range of enquiries, and resolve issues promptly to deliver an exceptional and joyful experience for every customer that brings our mission and values to life.

We’re looking for a warm, customer-focused individual who is passionate about delivering great service, creating meaningful connection with Stewardship’s customers and prospective customers, and helping those we serve be the best stewards of the resources God gives them.

As a result of our Christian ethos, this post is covered by an Occupational Requirement (OR) under Part 1 of Schedule 9 to the Equality Act 2010. The successful applicant will be expected to be a practising Christian and to clearly demonstrate a personal commitment to the mission, principles, values and practices contained in our Ethos Statement, by:

· Active membership of local church congregation.

An understanding of the faith aspects of the work of Christian charities, including the preparedness to pray with colleagues, where appropriate.

This is a fantastic opportunity for an experienced bookkeeper to join our thriving synagogue, where your expertise will help keep our financial systems accurate, efficient, and future-ready. You’ll play a vital role in supporting our dynamic community programmes by ensuring our finances are well-managed and compliant with charity requirements. You’ll handle a variety of tasks, from processing payments, maintaining ledgers, and reconciling accounts, to managing income from multiple sources and supporting the preparation of financial reports. Beyond the day-to-day, you’ll help provide clear, insightful analysis to support decisionmaking, by helping colleagues and volunteer leaders understand the story behind the numbers. We’re looking for someone with solid experience in bookkeeping—ideally within a charity, community, or faith-based organisation. You’ll be meticulous and accurate in managing transactions and reporting, proactive in identifying opportunities to enhance our systems, and eager to contribute to a collaborative team. This position offers a valuable opportunity within a friendly and supportive team, and to contribute to the effective management of our financial resources. If you’re ready to take on a varied and rewarding role, using your skills to support the day-to-day and the future of our synagogue’s finances, we’d love to hear from you.

About the role

The Finance and Operations Manager is responsible for ensuring the smooth running of the charity’s financial and operational functions. This includes managing day-to-day accounting, producing management reports, maintaining and improving processes, line-managing the administrator, and leading key projects across Finance, IT and HR. The role plays a central part in supporting the operational effectiveness and strategic growth of the organisation.

Key Responsibilities

Finance

• Manage the charity’s day-to-day accounts, ensuring accurate and timely bookkeeping.
• Prepare financial reports for the Senior Leadership Team (SLT) and management staff.
• Monitor budgets, forecasts, cash flow, and financial performance, highlighting risks and opportunities.
• Support annual audits and liaise with external accountants as required.
• Ensure compliance with relevant financial regulations and charity reporting standards.

Operations

• Develop and implement operational processes to improve efficiency and productivity.
• Line manage the Administrator, ensuring they support both finance (bookkeeping) and wider administrative tasks across the organisation.
• Oversee HR processes, including recruitment, onboarding, and record-keeping, as part of operational projects.
• Manage IT and technology initiatives, including the implementation of systems to improve organisational efficiency.
• Project manage key organisational initiatives in finance, HR, and IT, ensuring they are delivered on time and within scope.

Collaboration

• Act as a key point of contact for operational matters across the organisation.
• Work closely with the SLT to provide insights and recommendations based on financial and operational data.
• Support the team in adopting and embedding new processes and technologies.

Person Specification

We actively encourage people from a variety of backgrounds with different experiences, skills and stories to join us and influence and develop our working practice. We recognise the value a diverse workforce brings to a small charity, and we are especially keen for people currently underrepresented in our charity and the wider sector to apply.

While we’re looking for candidates with the skills and experience listed, we know no one is perfect in every area. If you meet some of the criteria, we’d still really love to hear from you. Please feel free to reach out for a friendly chat about the role and your application.

Qualifications

• Recognised financial qualification (e.g. ACA, ACCA, CAI, CIMA, CIPFA, ICAS, ICAEW, or equivalent)

Experience

• Proven experience in organisational finance and bookkeeping
• Experience in producing management accounts and reports for senior leadership
• Experience in project management, particularly in implementing finance, HR, or IT systems.

Skills and Knowledge

• Technically proficient, with experience using finance systems and digital tools.
• Organised and systematic, and the ability to handle multiple tasks and priorities.
• Attention to detail, with an ability to handle various financial or administrative tasks with accuracy.
• Analytical and problem-solving abilities, able to translate data into actionable insights.
• Ability to implement processes and systems that improve organisational efficiency.
• Communication and interpersonal skills, with the ability to interact with stakeholders at all levels within the organisation.

Key Attributes and Values

• Passionate about making a difference – committed to preventing knife crime and improving outcomes for young people
• Committed to equity and inclusion – values and actively promotes diversity, inclusion, and fairness in all aspects of work
• Reflective and open to learning – committed to personal growth, welcomes feedback, and continuously seeks to improve practice
• Resilient and adaptable – able to navigate challenges, manage multiple priorities, and maintain focus under pressure.
• Tech-minded and comfortable with adopting new systems and processes.
• Reliable, trustworthy, and capable of handling confidential information with discretion.

Benefits

• Flexible working opportunities where possible
• 27 days annual leave plus 8 bank holidays (rising to 30 days and 33 days after 5 and 10 years’ service, respectively)
• Contributory pension scheme
• Cycle to work scheme with the Green Commute Initiative
• Personal development opportunities

We are looking for a Legacy and Administration Manager to join our Finance and Operations team on a part-time basis (2 days per week). This role will report to the Director of Finance and Operations. 

Job Purpose

Legacies are one of the most vital sources of income for Operation Smile UK, helping us continue our work supporting patients with cleft around the world. We’re now looking for a Legacy Administration Manager to join our dedicated team and ensure that every gift left to the charity is managed with care, professionalism, and in line with the wishes of our supporters.

Key Responsibilities

• Manage a portfolio of residuary, specific, and reversionary legacy cases from initiation to completion, optimising income while upholding all legal, ethical, and organisational standards.
• Communicate with empathy and professionalism with executors, solicitors, and beneficiaries’ families, including handling enquiries and confirming receipt of legacy notifications.
• Review estate documentation and valuations, determine the charity’s entitlement, and verify that all due funds are correctly received.
• Ensure that all relevant charity tax reliefs are properly applied for, including Inheritance Tax, Capital Gains Tax appropriations, and Income Tax (form R185).
• Maintain accurate and up-to-date records of all legacy income and correspondence within OSUK’s CRM system and Finance Tracker.
• Track the status of ongoing cases, pursue outstanding actions, and take prompt steps to address issues or disputes as they arise.
• Collaborate closely with internal teams—such as Finance, Supporter Care, and Partnerships—to promote strong stewardship and compliance.
• Refer or escalate complex or high-impact matters to the Director of Finance and Senior Finance Manager when necessary.
• Contribute to team meetings, process improvements, and the development of best practice.

Person Specification

· Strong interpersonal skills with the ability to build positive relationships and communicate clearly and sensitively, both in writing and verbally.

· Proven experience in legacy administration within the charity sector or in probate and estate law.

· Highly organised, with the capability to prioritise and manage a diverse caseload effectively.

· Exceptional attention to detail, ensuring accuracy in financial transactions, documentation, and data entry.

· Skilled in interpreting wills, estate accounts, and related legal documents.

· Competent in reviewing estate accounts to verify the correct application of Inheritance Tax (IHT) and Capital Gains Tax (CGT) and to ensure estates are properly finalised.

· Proficient user of Microsoft Office and customer relationship management (CRM) systems.

· Review estate accounts, including the allocation of Capital Gains Tax (CGT) and Inheritance Tax (IHT), to confirm estates are correctly administered.

· Certificate in Charity Legacy Administration (ILM) or legal/paralegal qualification.

Recruitment

We are actively interviewing for this role on a rolling basis as suitable applicants apply. If you're interested in this role, it is advisable to apply as soon as possible.

Disability Confident Committed Employer

We're a Disability Confident Committed employer, so we guarantee an interview to any disabled applicant who meets the minimum requirements for the job.

At Operation Smile UK, we value individuals based on their performance and potential. We're dedicated to creating a diverse and inclusive workplace that supports everyone's needs. We're happy to make reasonable adjustments throughout the application and employment process, and we particularly welcome applications from diverse backgrounds.

If you need this document in a different format, require any adjustments, or need help with your application, please contact us (further details contained within the job description).

Equality, Diversity & Inclusion

Operation Smile UK knows fundraising could better reflect the diverse backgrounds and experiences of the people the charity sector supports. If you don’t meet every requirement but believe your transferable skills align with the role, we encourage you to contact us for a conversation. 

We want our team to reflect the diversity of the communities we serve, offering equal opportunities to everyone, regardless of, age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation.

We celebrate diversity and encourage you to bring your authentic self to Operation Smile UK. We are committed to supporting all applicants and ensuring a fair hiring process. All appointments will be made solely on merit, and we are happy to make reasonable adjustments throughout the recruitment process. 

About Wikimedia UK

Wikimedia UK is a registered charity committed to enabling people to engage with open knowledge and access reliable information to understand the world around them. We work in partnership with the Wikimedia Foundation and support a wide range of projects, including Wikipedia, to create and preserve open knowledge that is freely shareable and reusable by all.

Role Overview

Are you organised, enthusiastic, and eager to learn?  This role is perfect for someone at the start of their career who enjoys working with numbers, systems, and people.

The Finance & Operations Administrator will help ensure the smooth running of Wikimedia UK’s finances, office, and day-to-day operations. You’ll gain experience in finance, HR, and charity administration - learning from a supportive and experienced team while contributing to the charity’s mission.

Key Responsibilities

Operations & Office Support

• Provide administrative support to ensure the smooth day-to-day running of the office.

• Act as the main contact for British Library staff in relation to office matters.

• Coordinate with external service providers (IT support, facilities, etc.).

• Manage office supplies and equipment, keeping everything organised and running efficiently.

• Assist in developing and improving office systems, policies and procedures.

Financial Administration

• Process invoices, receipts and other payments; ensure proper authorisation and accurate recording in Xero (training provided).

• Support the reconciliation of bank statements and maintain accurate financial records.

• Assist in preparing documentation for audits and liaising with auditors.

• Support the Head of Finance & Operations with general bookkeeping and financial reporting tasks.

HR & Team Support

• Assist with payroll processing and employee benefits administration.

• Maintain employee records and ensure compliance with HR policies.

• Support recruitment processes, including scheduling interviews and onboarding new starters.
   

Person Specification

Essential

• Strong organisational and time-management skills.

• Excellent IT skills - confident using Microsoft Excel and quick to learn new systems.

• Great attention to detail and accuracy in work.

• Friendly, professional communication skills (both written and verbal).

• A positive, proactive attitude with a genuine willingness to learn.

• Ability to manage multiple tasks and prioritise effectively.

• A collaborative approach, with the confidence to ask questions and seek support.
   

Desirable

• Some experience in administration, finance, or customer service — ideally in a charity or public sector setting.

• An interest in finance, operations, or business administration.

• Experience using accounting software (e.g. Xero – training provided).

• Awareness of UK charity accounting or HR practices (advantageous but not required).
   

Personal Attributes

• Enthusiastic about learning and developing new skills.

• Proactive, reliable and adaptable.

• Interest in culture, heritage or the open knowledge movement.

• Commitment to Wikimedia UK’s values — equity, inclusivity, collaboration, creativity and boldness.

How to Apply

Please send your CV and a cover letter explaining how you meet the criteria by 9am on Friday 5th December. [PLEASE NOTE: APPLICATIONS WITHOUT A COVER LETTER WILL NOT BE CONSIDERED]. Interviews are scheduled for Wednesday 10th December.

In your cover letter, it’s helpful to list each point under “Essential Criteria” and briefly explain how you meet it, with examples where possible.

We know that people from underrepresented backgrounds sometimes hesitate to apply unless they meet every requirement. If you’re excited about this role but aren’t sure you tick every box, we still encourage you to apply - we’d love to hear from you.

We recognise that some candidates may use AI tools to help prepare their application. If so, please include a brief note in your cover letter to let us know how you used them. We appreciate transparency and are most interested in hearing your authentic voice.

Wikimedia UK is an equal opportunity employer. We welcome applications from all individuals regardless of age, disability, gender identity or expression, marriage or civil partnership status, pregnancy or maternity status, race, religion or belief, sex, or sexual orientation. We particularly welcome applications from people with protected characteristics.