Associate Director – Investments
Salary: £80,000 - £89,000 + excellent benefits, including 27 days holiday, 2:1 pension (up to 12% employer contribution), plus many more
Location: Hybrid/London – with travel to the office 1-2 days per week
Did you know that there are at least 20m people in the UK in vulnerable financial circumstances, who are poorly served or unfairly excluded from mainstream financial services?
That’s nearly a third of all adults in the UK.
We are Fair4All Finance. We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services.
With additional dormant assets funding now secured, we're expanding our work – and we’re looking for two Associate Directors – Investment to help us deliver it.
The roles
These are brilliant opportunities to play a key part in transforming financial inclusion across the UK. As one of our Associate Directors specialising in Investments, you'll be a senior member of our Investment team, responsible for originating, executing and managing a growing portfolio of social investments.
You'll work with a range of mission-driven commercial lenders and community finance providers, helping to build sustainable, scalable solutions for underserved communities.
We’re hiring two roles at the same level with shared responsibilities across a number of exciting areas relating to our newly awarded Guarantee fund.
We’re looking for talented investment professionals who share our mission and bring strong commercial acumen, structured thinking, and the ability to manage end-to-end investment processes.
This is a unique opportunity to contribute to a mission-driven organisation, ensuring resources are strategically aligned with our goals to drive meaningful social impact
Key Responsibilities
· Lead origination, due diligence, structuring and execution of social investments into mission-aligned commercial lenders and community finance organisations
· Manage a portfolio of investments, including monitoring financial and social impact performance, reforecasting, and supporting investee governance
· Build and maintain strong relationships with mainstream banks, credit funds and aligned investors to crowd in commercial capital
· Play a leading role in shaping either our Guarantee Fund or our investment support for pilots and new products
· Contribute to strategic initiatives across the organisation, and support and mentor junior colleagues
· Represent Fair4All Finance at events, with stakeholders and in working groups
Essential experience & qualifications:
· Significant investment experience – this could be from social investment, banking, private equity or another relevant sector
· Strong financial modelling, commercial analysis and deal execution skills
· Excellent communication and stakeholder engagement experience, especially with senior leaders
· Evidence of building collaborative partnerships and leading teams or projects
· A commitment to our mission and an understanding of the impact of financial exclusion
Desirable experience
· Experience investing in social fintechs, consumer credit or early-stage ventures
· Experience working with community finance providers (e.g. credit unions, CDFIs)
· Commercial fundraising or regulated fund management experience
· Familiarity with policy and systems-change initiatives, especially around financial inclusion
Person Profile
You’re will be a confident, thoughtful investment professional with a passion for purpose. You’re equally comfortable pitching to senior stakeholders and getting into the details of legal documents. You thrive in collaborative environments, bring a sense of ownership to your work, and want to use your skills to make a lasting difference.
Who are Fair4All Finance?
We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services.
Founded in 2019, we are funded from the Dormant Assets Scheme. The scheme is led by the financial industry and backed by the UK government. This makes it possible for money in dormant bank and building society accounts to be used to help good causes.
Our vision is of a society where the long-term financial wellbeing of all people is supported by a fair and accessible financial sector.
Fair4All Finance is a Disability Confident Committed scheme member.
Fair4All Finance is a Disability Confident Committed member. We’re committed to an inclusive workplace and will offer an initial interview to disabled applicants who meet the essential criteria for the role. You’ll be able to indicate this in your application.
Our Benefits include:
Financial Security:
· Pension (2:1 up to 12% employer contribution), group life assurance, critical illness, and income protection, family leave
Wellbeing:
· 27 days holiday plus bank holidays, agile working, health cash plan, health & wellbeing resource hub (including an Employee Assistance Programme)
Personal & Professional Development:
· Individual discretionary Training budget
· Book Club – mission aligned, up to 4 per year
Fair4All Finance is dedicated to fostering a diverse and inclusive workplace that reflects the communities we serve. We value different perspectives, experiences, and expertise, encouraging everyone to grow and contribute fully. We welcome applications from all backgrounds, including age, gender identity, disability, marital status, race, sexual orientation, pregnancy, and socioeconomic status.
We ensure fair and equitable treatment for all team members and applicants and actively recruit from a diverse candidate pool. We are open to making reasonable adjustments to support candidates and promote flexible working for a healthy work-life balance.
To apply, submit your application via Applied by 5pm on Monday 7th July.
Please note that your application will be reviewed through a blind, unbiased process, so be sure to provide clear, specific examples in your responses. Your CV will only be reviewed at a later stage in the process.
Due to the nature of our work, and depending on the role, successful applicants may be required to undergo pre-employment checks, which include employment reference, financial and criminal record checks. All checks will be role appropriate and your recruiter will confirm which checks are required. We manage our checks via TrustID.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Qualifications/ skills: CIPD qualified or equivalent professional HR qualification (Level 5 or above)
Time: Minimum 12 up to 16 hours per week. Can be worked flexibly but there are some essential meetings on a Monday.
Where: Remote - UK based. Two team days per year in London / South East or online.
Salary: £35,000-£38,000 full-time equivalent, depending on experience. This salary is in line with our organisational pay structure.
Deadline to apply: 11th July 2025
Estimated start date: September 2025
Role overview
This HR Lead role will support a unique, employee-owned, self-managed organisation. You'll play a key part in ensuring the smooth running of HR practices, advising on employee relations, and contributing to a positive, self-directed work environment.
As a self-managed organisation HR is distributed between a number of different roles. You will be working alongside our Organisational Development Lead, Training & Development Lead, Compliance Lead, HR Support, Onboarding/Offboarding Lead, Team Companion and the leadership team.
As this is a new developing role, the responsibilities listed in the Job Description are areas where Chiltern has identified HR expertise is needed at this current point in time. This gives the role holder the opportunity to further develop and shape this area of our business.
Key duties include advising on employee relations, supporting self-managed teams, and promoting a culture of continuous improvement and employee ownership, and you'll also work closely with individuals to ensure HR policies are adhered to, individuals feel empowered and engaged and that the organisation's culture aligns with its values in the delivery of HR practices.
Accountabilities
Responsibilities will include but are not limited to:
1. HR Strategy & Organisational Development
-
Collaborate with the leadership team to drive the organisation’s People Management Strategy
-
Devise and deliver HR projects to improve business efficiency and effectiveness
-
Lead succession planning initiatives across the organisation
-
Horizon scan for emerging HR practices and employment law developments
2. HR Policy, Compliance & Risk Management
-
Develop and maintain HR policies, procedures, and the Employee Handbook to ensure legal compliance
-
Ensure compliance with UK employment law across all HR functions
-
Lead on:
-
Third Party Risk Policy
-
Equality Impact Assessment Policy
-
Stakeholder Engagement Policy (ensuring service user perspectives are integrated)
-
-
Monitor adherence to internal policies, including whistleblowing, grievances, and dignity at work
-
Audit EDI data bi-annually and create strategies to promote diversity and inclusion
3. Employee Relations & Case Management
-
Providing advice and leading on the process for :
-
Grievances
-
Disciplinaries
-
Bullying, harassment, and capability issues
-
Redeployment and redundancy
-
-
Lead meetings prior to disciplinary sanctions in collaboration with our HR administrator
-
Mediate disputes and facilitate conflict resolution within the context of HR discussions
4. Compensation and Benefits
-
Developing and maintaining salary structures
-
Conducting salary benchmarking and market analysis
-
Overseeing annual salary reviews
-
Ensuring compliance with pay equity laws
5. Recruitment, Onboarding & Talent Management
-
Oversee advertising and attraction strategies
-
Support onboarding processes to aid efficiency
-
Review terms and conditions, contracts, and engage with external advisors as needed
6. Attendance & Performance Management
-
Manage absence cases including statutory and contractual entitlements
-
Support the leadership team with performance and attendance-related challenges
7. Systems & Process Improvement
-
Maintain and enhance HR systems, ensuring lean processes and the integration of e-systems
-
Regularly review and improve the Staff Portal alongside our Training & Development Lead
8. Equality, Diversity & Inclusion (EDI)
-
Stay updated on EDI legislation and best practice
-
Support the organisation in being legally compliant, culturally relevant, and innovative in its EDI approach
-
Lead data audits and present an equal opportunities review every two years
9. Professional Development & Networking
-
Engage with local HR support networks, including CIPD and ACAS
-
Maintain continuous professional development (CPD)
-
Be an active member of Social Enterprise UK HSC HR group and attend relevant meetings
Person specification
We are looking for an efficient, well-organised, friendly person to join the team with the following qualities:
-
CIPD qualified or equivalent professional HR qualification (Level 5 or above)
-
Experience in a generalist HR role, including employee relations, policy development, and HR project delivery.
-
Experience working on or leading Equality, Diversity and Inclusion (EDI) initiatives.
-
Excellent interpersonal and communication skills, with the ability to build effective relationships across all levels
-
Confident facilitator and leader of sensitive meetings and discussions, with a culture of care
-
As this is a hands on role, a high level of organisational skills and the ability to manage multiple priorities and projects simultaneously is needed
-
Commitment to fostering an inclusive, respectful, and supportive work environment
-
Demonstrate flexibility and adaptability, with the ability to adjust to changing priorities and respond effectively to new or unforeseen challenges.
Job benefits
A key benefit in working for Chiltern is being a part of a forward thinking employee owned team, where our culture celebrates and values the voice of each individual.
Staff members benefit from a flexible working environment, creating a personal schedule based around the requirements of the role.
Ultimately, at the heart of what we do is our value of ‘care’, which is felt strongly across the team.
Additional benefits include:
- Flexible working
-
32 Days (FTE) per annum annual leave allowance (including bank holidays)
-
High street discount shopping portal
-
EAP package - access to confidential support and wellbeing services
About Chiltern Music Therapy
Chiltern is an award-winning social enterprise that provides music therapy, community music services and training to over 1700 people of all ages and many different needs across England each year. Formed in 2011 from a desire to change how music therapy was offered in the UK, we hold accessibility and financial inclusivity at our heart, working across health, education, social care and community settings.
Proud to be a self-managed and employee-owned organisation, we strive to create a world where music therapy is the transformative thread in the lives of the children and adults we support. At Chiltern we recognise the different strengths within our team. We provide an environment where people can take charge of the work they do and make informed decisions using professional judgement and life experience, alongside peer support. We’re welcoming, inclusive, and have worked hard to create a positive environment that we are proud of. You can find out more about us on our website.
How to apply
To apply, please apply with your CV and a one-page covering letter which should include your reasons for wanting to join Chiltern Music Therapy and suitability for the role.
We welcome enquiries and applications from people of all identities and backgrounds and value diversity in our workforce.
We encourage candidates to apply as soon as possible as we may close applications early depending on application numbers.
For more information about Chiltern Music Therapy please visit our website.
WORKING WITH US
The founder and sponsor of the Harris Federation, Lord Harris of Peckham, opened our first school in 1990. We have, over the past thirty years, implemented ideas and initiatives that have transformed the opportunities of pupils from working class and disadvantaged backgrounds. Harris academies are widely recognised as a force for social mobility. We are immensely proud of the role that our alumni are now beginning to play in the world and of what we believe our current generation of pupils will go on to achieve.
We now have over 50 schools educating more than 40,000 young people across London and Essex, and employ over 5,000 staff across our academies and head office. With the majority of our academies located in areas of high socioeconomic disadvantage, a high-quality education is key to the futures of the pupils we serve.
As a provider of employment and education, we value the diversity of our staff and students, and all our staff are equally valued and respected. We are committed to providing a fair, equitable and mutually supportive learning and working environment for our students and staff.
Our work will impact many generations to come, and our staff come from all backgrounds and walks of life, coming together to inspire young minds. We promote an inclusive culture that embraces the valuable and enriching contribution that all of our community make. We continue to be proactive in uplifting and supporting all voices at Harris.
To discover more about our culture, ethos and what it is like to work here, visit the page.
?
ABOUT THIS OPPORTUNITY
We are seeking a dynamic and forward-thinking Capital Project Manager to play a pivotal role in the transformation and development of our school estate. This is an exciting opportunity to join a dedicated estates team and drive the delivery of our ambitious three-year strategic priorities, ensuring exceptional service and outcomes for our schools.
Reporting to the Head of Estates and Projects, you will lead the planning, procurement, and execution of capital developments across our estate. Your portfolio will include the delivery of new school buildings, sustainability initiatives, and projects that enhance operational efficiency and environmental performance.
This role offers the chance to make a tangible difference: creating inspiring, future-ready learning environments that support the success of students and staff alike.
?
MAIN AREAS OF RESPONSIBILITY
Your responsibilities will include
- Project management of the priority, delivery, and budgets of the School Condition Allocation (SCA) projects from inception to end of defects.
- Project management and supporting the management of the condition and maintenance of the school estate, including the asset management processes
- Project management of the capital elements of academy conversion projects
- Planning, implementation, procurement, and delivery of a high-quality service in relation to all estate and projects work
- Managing and monitoring external technical advisors, and third party suppliers and consultants employed directly by Harris Federation
- Managing H&health and safety through the lifecycle of all projects
- Managing the consultations, admissions, branding, marketing, FF&E and uniform of all new schools
- Providing professional services to the individual schools and ensuring the Federation complies with relevant property legislation, regulations and guidance
- Assisting with the development of policies and procedures concerning the Harris Federation estate
- Assisting with the framework for all estates related statutory elements, including oversight of the implementation and reporting of audits
WHAT WE ARE LOOKING FOR
We would welcome your application if you have:
- Qualifications to degree level, or equivalent experience in a project management environment
- Evidence of continued professional development
- Project management experience within Education, Not for Profit or Public Sector industries/organisations
- Experience of coordinating projects in complex and challenging environments
- Demonstrable successful delivery of project outputs to required time, quality and cost
- The ability to interpret and present complex information to inform robust recommendations for evidence-based practice and decision-making
- Proven and well-developed interpersonal skills, including excellent written and spoken communication
- Good administrative, finance and organisational skills
- Good working knowledge of Microsoft Office 365 applications including strong Excel skills
For a full job description and person specification, please download the Job Pack.
?
APPLYING FOR THIS POSITION
If you would like to discuss the opportunity further, or if you have any questions, please contact us via email to arrange a conversation.
Before applying please ensure you download the job pack from our careers website, this will help with completing your application. Please note that we only accept applications submitted online before the closing date.
When applying, you will have the option to import your CV or use a LinkedIn profile which will auto populate the online application.
A reminder to check your junk mail for our email communications and add us to your safe senders list to ensure all future email communication is received.
OUR VISION & VALUES
Our vision, from the start, has been to provide the structure and services needed for our schools to amount to more than the sum of their parts, and to free-up our teachers and leaders to focus on one thing and one thing only: the outstanding education of all their pupils. Our young people and communities are at the heart of everything we do. Our core mission has always been to close the educational gap between young people from disadvantaged backgrounds and their peers. Our ambition is one where every child in London, no matter their background, has equal access to high quality education, giving them the same opportunities and potential to succeed.
We know there are many challenges facing our young people and the communities we serve, and that’s why we need determined people like you to help us tackle those inequalities. Whilst each of our academies has their own unique cultures and values; as a whole Federation, we have four core values which are central to successfully achieving our vision: Excellence, Collaboration, Support, and Innovation. We are proud of our values because they guide us in how we work allowing us to achieve the best possible outcomes for our young people, communities, and colleagues.
IMPORTANT INFORMATION
Safeguarding Notice
The Harris Federation and all our academies are committed to ensuring the highest levels of safeguarding and promoting the welfare of children and young people, and we expect all our staff and volunteers to share this commitment. All offers of employment are subject to an enhanced Disclosure and Barring Service (DBS) check, references, an online search, and where applicable, a prohibition from teaching check will be completed.
Equal Opportunities
The Harris Federation is an equal opportunities employer and welcomes applications from all suitably qualified candidates. We value the diversity of our staff and students, and everyone at the Harris Federation is equally valued and respected. We aim to be an inclusive employer that reflects the communities we serve. We are committed to providing a fair, equitable and mutually supportive learning and working environment.
?
WHAT WE CAN OFFER YOU
Harris has a strong culture of collaboration and best practice, with professional development and career planning at its centre. We invest in our staff with support, coaching, mentoring, and a wide range of top-quality training programmes delivered at every level.
You will also have access to a variety of benefits, support programmes and initiatives including:
- Excellent opportunities for continuous professional development and career progression
- Annual performance and loyalty bonus
- Pension scheme (Teachers' Pension Scheme or Local Government Pension Scheme) with generous employer contribution
- 26 days' annual leave (inclusive of our Christmas Eve closure day) plus bank holidays, rising to 27 days after 2 years' service, or equivalent for staff on term time contracts
- Harris Wellbeing Cash Plan including cover for routine and specialist healthcare
- Employee Assistance Programme for free and confidential advice
- Cycle to work salary sacrifice scheme
- Wide range of shopping, leisure, and travel discounts
- 20% off at Tapi Carpets, exclusive to Harris employees
- Interest-free ICT and season ticket loans
For most non-teaching staff based at our Head Office in East Croydon, we also offer lifestyle friendly working arrangements including flexible start and end times, and hybrid working with two days from home and three days on site.