Client advisor jobs in liverpool

This new role is an exciting opportunity to drive the growth of Family Fund’s high value giving, helping more families raising a disabled or seriously ill child access the support they need. 

As a key member of the fundraising team, you will play a vital role in securing transformational income from high-net-worth individuals building strong, lasting relationships that fuel our mission and increase our impact.

The role

As Philanthropy Manager, you will shape our philanthropic strategy, develop a new prospect pipeline and secure long-term support from individuals, family foundations, and wealth intermediaries. 

You will work closely with internal stakeholders across the organisation, to identify funding priorities and opportunities for donors. You’ll ensure we develop and deliver a long-term philanthropy strategy, building and managing relationships with wealth managers, private client advisers and networks that can introduce and connect donors to Family Fund. 

You will accurately record prospect and donor activity on our CRM system, maintaining clear pipelines and forecasts, and producing high-quality reports to monitor progress and impact. 

About you

We are looking for someone who is passionate and committed to drive our philanthropy strategy forwards. You will be a brilliant communicator, able to influence and inspire, representing Family Fund externally as a compelling ambassador for our work. You will be results driven with a solid track record securing major gifts from donors and demonstrable success in building new relationships. You will be entrepreneurial and self-starting, with the confidence to build a new programme from the ground up.

About us

Family Fund is a great place to work for great people. We provide a challenging and rewarding working environment where every staff member can make their mark.

We’re growing our collaborative and ambitious Fundraising Team at Family Fund, with exciting roles that will play a key part in helping us reach more families raising a disabled or seriously ill child.

We’re also recruiting for: 

Corporate Partnerships Manager (New Business) – to build strategic new corporate partnerships that support our mission. 

Community and Volunteering Fundraisers – to drive local engagement and inspire community fundraising.

Each role offers the chance to make a real impact, working alongside passionate colleagues in a values-driven organisation. If you’re looking for a meaningful role where your fundraising expertise can truly change lives, we’d love to hear from you. 

We are a values based organisation and we aim to show our values in all that we do. Read our staff stories here, and see how our staff display our values every day.

We commit to inclusion, equity and diversity and we welcome applications from all parts of the community. Family Fund is a Disability Confident Leader. We will invite to interview all disabled applicants who meet the requirements for the role. If you have a disability, and are happy to let us know, please highlight this in your covering letter. We have also signed the Armed Forces Covenant and we welcome applications from the Armed Forces Community.

How to apply

Please complete the online application and submit your CV and a covering letter telling us how you meet the requirements for this role. Your cover letter should be no more than two pages long.

For more information, please read and download the job description.

The successful candidate must complete pre-employment checks that meet the Baseline Personnel Security Standard. This includes a requirement to undergo a right to work check and employment history verification.

Information

Closing date: 01 August 2025
Interview dates: 22 August 2025

The Role:

This is an exciting opportunity for an experienced Specialist Trainer: Domestic Abuse, Gender-Based Violence, and Trauma Informed Working to deliver training to a variety of different audiences. You will be delivering training on an ad-hoc basis, in a range of settings including corporate clients, public sector workers, and other charities.

We are seeking trainers with both frontline and training experience, who can deliver this type of content in compassionate, articulate and accessible ways both in person and online. Rise for Change is dedicated to creating learning spaces that are safe for all folks, in content and delivery style. 

Rise for Change is the training arm of Hope After Harm and currently provides domestic abuse, sexual harassment, and trauma-informed working training programmes for non-specialist professionals, however, we are aiming to expand our training offer to cover other areas of gender-based violence. Uniquely created by our subject matter experts, our training directly addresses the need for intersectional, and trauma informed training on gender-based violence for professionals in all sectors. We actively promote self-reflection, critical thinking and survivor voice to affect sustainable, inclusive change for survivors. Our aim is to empower participants, no matter their professional role, to be able to respond safely and appropriately to survivors both within the workplace and in the wider scope of their lives.

Hope After Harm

Hope After Harm is an established, registered charity aimed at empowering adults and young people recover from harm and trauma. We want to see a society where everyone feels safe and can thrive, regardless of who they are and where they come from. Through support, advocacy and education we enable people to rebuild their lives and reclaim their future. And we inspire others to do the same, creating safer, more inclusive communities.  We have a proven track record of service delivery across Thames Valley and beyond, with our digital and training programmes supporting professionals and survivors globally.

This is what a Specialist Trainer will do:

• Deliver specialist training about domestic abuse, gender-based violence and trauma informed working to a range of clients, primarily online with some face-to-face sessions.
• Ensure that the way they work is aligned with the values of our team.
• Respect and value the diversity of the community in which the training will be delivered and recognise the needs and concerns of a diverse range of clients, ensuring the service is accessible to all.
• Respect and uphold the value and necessity of intersectionality within domestic abuse and sexual violence prevention and safeguarding, across all areas of work.
• Treat all participants with respect and care, positively representing Rise for Change and Hope After Harm in every interaction.
• Encourage feedback from participants for each session delivered to support with the continued development of Rise for Change training programmes.
• Undertake any training and continued professional development required for the role.
• Uphold GDPR and confidentiality of any data and content whilst in this role.
• Complete any necessary admin, as required as part of the session delivery.

This is what you will bring as a Specialist Trainer:

• A strong knowledge of domestic abuse and other forms of gender-based violence, it’s impacts and working from a trauma-informed perspective.
• Experience as a highly skilled trainer, with the ability to engage people through both in person and remote delivery.
• Preferably, frontline experience of supporting survivors of gender-based violence.
• Understanding of supporting survivors in various settings (e.g. the workforce, as a manager, as a professional with a safeguarding role).
• An empathetic, caring approach to training- to you, learning is not just about providing information but ensuring a holistic approach to the learning environment.
• Skilled user of technology with high literacy of key presenting programmes, video platforms and databases.
• Have a good understanding of the nuances of culture, race, sexual orientation and gender identity within domestic abuse and sexual violence, and be committed to intersectional ways of working.
• Knowledge of adult learning techniques and safeguarding procedures.
• Have excellent communication, negotiation and advisory skills, both written and verbal when interacting with a range of agencies and individuals.
• Places the survivor at the centre of all that you do.

For this role you will need:

• To be free from any criminal conviction which would conflict with the responsibilities of the post; you may be required to have a DBS Enhanced disclosure.
• To be able to deal with all information on a confidential basis and understand data protection requirements.
• To have Citizenship of the UK or have entitlement to work in the UK
• Sign a declaration that you are self-employed and responsible for all your tax and other liabilities. 

You will be provided with training in delivery of Rise for Change’s existing and future programmes.

Hope After Harm is committed to equality and diversity. While not a requirement for application, we do strongly encourage those of black and ethnic minority background, people with disabilities, and the LGBTQIA+ community to apply for this role.

Hope After Harm is an equal opportunities employer; the aim of our policy is to ensure no job applicant, employee or worker is discriminated against either directly or indirectly on the grounds of race, colour, ethnic or national origin, religious belief, sex, marital status, sexual orientation, gender reassignment, age or disability.  We do not disbar applicants with criminal convictions and are mindful of the requirements of the Rehabilitation of Offenders Act, 1974.

About us

Universal Credit (UC) is the fastest growing advice issue for the Citizens Advice service and improving the support available to people making a claim is vital. Our Help to Claim service guides people through the claims process - this will include identifying suitability, helping clients to start their claim and providing support to their first payment.

Citizens Advice Liverpool is looking to recruit Help to Claim advisers with knowledge and experience of welfare benefits to join their team.

The successful candidates will provide end to end telephone and web chat support for new Universal Credit claimants. Your understanding of legacy benefits will enable you to check whether a client would be better off on Universal Credit. You will also be able to identify clients who due to transition to Universal Credit via Managed Migration and support them through the process and application. You will be confident in your ICT skills to support clients in making their claim.

You’ll have the ability to interview clients using sensitive listening and questioning skills to get to the root of the issues and empower clients, whilst maintaining structure and control of meetings, as well as a commitment to the aims and principles of the Citizens Advice Service.

About the Role

Advice Giving

• Provide advice through telephone and webchat
• Interview clients using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to set their own priorities
• Supporting clients to use ICT to make their new Universal Credit claim
• Use Citizens Advice resources to find, interpret and communicate the relevant information to clients
• Complete benefits checks when appropriate
• Research and explore options and implications so that clients can make informed decisions.
• Act for the client where necessary using appropriate communication skills and channels.
• Refer internally or to other specialist agencies as appropriate.
• Ensure that all work meets quality standards and the requirements of the funder
• Ensure that work reflects and supports the Citizens Advice service's equality and diversity strategy.
• Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.
• Complete the required training to comply with quality assurance processes

Research and campaigns

• Support our research and campaigns work through various channels including case studies, data collection and client consent

Professional development

• Keep up to date with legislation, policies and procedures and undertake appropriate training
• Read relevant publications
• Attend relevant internal and external meetings as agreed with the line manager
• Prepare for and attend supervision sessions/team meetings/staff meetings as appropriate

Administration

• Use of telephony and IT equipment for multichannel delivery of advice services
• Use of IT software for statistical recording of information relating to research and campaigns and funding requirements, record keeping and document production. Ensure GDPR compliant training is completed on an annual basis
• Ensure that all work conforms to your organisation’s systems and procedures

Other duties and responsibilities

• Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the service
• Demonstrate commitment to the aims and policies of Citizens Advice
• Abide by health and safety guidelines and share responsibility for own safety and that of colleagues
• Work from a variety of Citizens Advice Liverpool outlets and outreach locations across the city as required over the course of the week between the hours of 8am-6pm.

Requirements

1. Recent knowledge and experience of the benefits systems, including experience of carrying out accurate benefit check calculations in a professional setting
2. Basic knowledge of multiple enquiry areas to aid with identifying emergencies and making referrals where appropriate
3. Experience of providing advice through telephone and web chat
4. Ability to use sensitive listening and questioning skills to get to the root of the issues and empower clients, whilst maintaining structure and control of meetings with them
5. Ability to interpret complex information and convey it in a way that is understandable to clients.
6. Good ICT knowledge with an ability to support clients with their online claim application
7. Ability to develop and maintain positive working relationships with a range of partnership organisations to reach Universal Credit claimants.
8. Assist with research and campaigns works by providing information about clients’ circumstances
9. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equal opportunities policies.
10. Ability to meet targets and excel against objectives.
11. Ability and willingness to work both on own initiative and as part of a team.

About the Role

Key duties and responsibilities

• Provide court representation for clients, including emergency actions, by attending hearings at Liverpool Civil and Family Court.
• Prepare and present cases ready for court hearings by checking time limits, adherence to pre action protocols by creditors, completing relevant court forms and checking fees/remissions.
• Negotiate with and signpost/refer to third parties as appropriate.
• Assist client with alternative dispute resolution cases e.g. Financial Ombudsman Service.
• Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate.
• Provide advice and assistance to other staff across a range of debt issues.
• Ensure that all work meets the quality standards of the AQS Debt Advice Services, the Citizens Advice quality assurance scheme and the Money and Pensions Service (MaPS) quality framework.
• Meet the individual performance targets and engage positively in discussions with the Line Manager to maintain required levels.
• Provide regular reports and feedback to the Line Manager as required.
• Assist with social policy work by providing information about clients' circumstances through the appropriate channel.
• Work collaboratively with partner agencies, Liverpool Civil and Family Court user groups, local authority and other local statutory and voluntary organisations to increase access to the service and to the range of support and advice needed according to individual circumstances.
• Work as part of the CAL Money Advice Team and contribute to effective service provision.
• Work independently in the Liverpool Civil and Family Court with clients as well as working from home and at different sites within Liverpool according to client appointment need.

General

• Ensure achievement of MaPS accreditation to Court Representation level within 3 months of starting the role, if not already achieved.
• Attend relevant internal and external meetings as agreed with the Line Manager.
• Maintain an up to date working knowledge of all new relevant legislation through reading monthly subscriptions including relevant case law.
• Keep up to date with Citizens Advice aims, policies and procedures and ensure these are followed.
• Ensure that work reflects and supports the Citizens Advice service's equality, diversity, and inclusion strategy.
• Abide by health and safety guidelines and share responsibility for your own health and safety and that of colleagues.
• Identify own learning and development needs and take steps to address these with your Line Manager, including engaging in team meetings and supervision sessions.
• Carry out any other tasks within the scope of the post to ensure the effective delivery and development of the service.

Requirements

1. Knowledge and experience of court representation, complex debt casework, covering priority and non-priority debt advice, options and insolvency solutions.
2. Experience of achieving performance and quality targets/KPIs.
3. Ability and willingness to undertake training and development to comply with MaPS Caseworker accreditation to court representation level, and Citizens Advice quality standards.
4. Effective oral and written communication skills.
5. Numerate to the level required by the tasks.
6. Ability to prioritise own work, meet deadlines, manage workload and targets in a pressured environment.
7. Ordered approach to casework and an ability and willingness to follow and develop agreed procedures.
8. IT literate with an ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials.
9. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively.
10. Ability and willingness to work as part of a team.
11. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equalities and diversity policy

Desirable

1. Citizens Advice Generalist Advice learning/certificate.
2. Institute of Money Advisers Certificate in Money Advice Practice or MaPS accreditation to court representation equivalent.

How to Apply

For more information and to apply, please click on the Apply button.

About us

The Court Specialist (Housing) Debt Adviser is responsible for providing a quality court representation service for clients facing court proceedings for housing and personal debt, including mortgages, secured and unsecured loans, who are not eligible for housing legal aid.

The project joins a programme funded by the Access to Justice Foundation that aims to sustain and improve access to early social welfare and family legal support and advice, to enable people to resolve these problems as early as possible and avoid the need for court or tribunal proceedings where possible. Where court or tribunal proceedings are needed, the project will provide the support needed to help people navigate the process effectively, including where support to prepare for court and at court is required. The focus of this project will be to provide housing debt court/tribunal support and representation to increase homelessness prevention.

To be successful in this role, you will need to be confident, motivated and willing to try new things, have excellent communication skills with an ability to work under pressure to achieve targets and outcomes with minimum supervision. You will need to have knowledge and experience of complex debt casework, and (county) court money claim, and possession proceedings as well as priority and non-priority debt advice, options and insolvency solutions.

We are looking to recruit HOPELINE247 Advisers to provide individually tailored suicide prevention advice and guidance to young people and those who are concerned for them via our national multi-channel helpline HOPELINE247 and deliver suicide prevention training online and in community settings across the UK.

What you will do:

· Work as part of a team providing suicide prevention support to a range of clients via multichannel communication platforms.

· Work on a 7-day shift system including evening and weekends

· Use professional judgement to assess the needs of the service users who present with risk to life and manage and report any matters related to safeguarding. 

· Maintain accurate records and input data monitoring into the data base system.

· Participate in clinical supervision and reflective practise. 

· Provide training, mentoring and coaching to new recruits.

To be successful in this role you will have:

· a degree or professional qualification in Health or Social Care, Community Work or a related discipline

· previous experience of working in an advisory capacity in suicide prevention or mental health

· a proven record of working directly with vulnerable young people

· experience of providing advice and guidance via multiple communication channels

· the ability to empathise, support and build rapport with suicidal people and those who care about them, remaining non-judgemental and adhering to the remit of the service

Salary: SCP 24-28 (Starting salary of £28,595 per annum based on working 30 hours per week progressing incrementally to £31,615 per annum)

Hours:  30 hours per week, Shifts will be on a rota bases across a 7-day working week.  30 hours will be based upon working 4 shifts per week.

Location: Warrington

Contract: Permanent

Benefits: You will receive 28 days annual leave plus Bank Holidays (pro rata for part time workers), hybrid and flexible working arrangements, an attractive pension scheme, Simply Health membership and enhanced sick pay. Please visit our website for more details.

Closing date: Midnight 21st July

We reserve the right to close the vacancy earlier if we receive sufficient applications so, please submit your application as soon as possible.

PAPYRUS is committed to the principle of equal opportunity in employment and its recruitment policies are designed to ensure that no job applicant or employee receives less favourable treatment on the grounds of age, disability, gender re-assignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation.

PAPYRUS is committed to safeguarding all children, young people and adults at risk that interact with the organisation. The organisation recognises its responsibility to safeguard the welfare of these vulnerable groups by a commitment to procedures to protect them. The charity expects all staff and volunteers to fully support and promote these commitments.

Location: Merseyside

Salary: Grade 6 - £42,697 per annum

Full time: 37.5 per week

Contract: Permanent 

Depending on the needs of the service, there is potential for limited flexible/hybrid working within this role. Arrangements will be discussed with the successful candidate.

Closing date: Thursday 24th July 2025 at 11.30 pm 

Are you a Solicitor with experience of housing and homelessness law and Legal Aid? If so then consider a move to Shelter you could soon be making a real difference to people affected by the housing emergency.

About the role

Using your legal expertise, you will play a key role in tackling housing injustice and unfair housing practices. You will be working under our Legal Aid contract, delivering legal advice and representing tenants at court where needed. Delivering systemic change through legal challenge to prevent homelessness will also be a considerable part of the role.

You will also work with the team in the Hub to help make sure people in the community are aware of their housing rights and how to enforce them, as well as providing support to Trainee Solicitors and Legal Advisers, ensuring good practice and compliance.

About You

Qualified as a Solicitor with at least three years post qualifying experience, you will have a strong knowledge of housing law and substantial experience of managing a wide range of housing cases. You have strong skills in court advocacy, litigation, research, report writing, file reviews and are able to meet financial targets. You will be able to meet the 2018 SQM supervisor standard in housing and be able to demonstrate experience of working under a legal aid contract.

Benefits

We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme.

About Shelter

Home is a human right. It’s our foundation and where we thrive. Yet everyday millions of people are being devastated by the housing emergency.

We exist to defend the right to a safe home. Because home is everything.

We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve.

Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist.

About The Team

In Merseyside we have been providing housing advice and support services for over 20 years. We have a Community Hub in Anfield where clients can drop in for advice and our team also works across Merseyside in community settings, providing housing advice and advocacy, legal representation as well as practical DIY for people who have previously been homeless. We also work to bring about systemic change by raising awareness of housing rights and supporting local people to campaign on housing issues.

How to Apply

Please submit your CV with a supporting statement with responses to the 'About You' points 1-7 outlined in the job description of no more than 1000 words. Please provide specific examples following the STAR format and ensure you demonstrate how you address the behaviour below throughout your responses:

• We prioritise diversity and have an inclusive and open mindset

Safeguarding Statement

Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies.

Recruitment Agencies

Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.

Job Title: Money & Energy Adviser

Reports to: Money & Energy Advice Service Lead

Location:

Home based – one post

Home based with travel across the South West region as required – one post.

Hours: 35 hpw (full time) Monday to Friday. Hours to be agreed with successful candidate. Must be sufficiently flexible to work irregular hours as demanded by the requirements of the post

Contract: Full fixed term contract, ending 31 March 2026. Extension subject securing future funding.

Salary: 35 hpw £27,600 pa

(plus expenses, pension, and generous annual leave)

To deliver money and energy advice service for kidney patients struggling with their energy and water bills and other costs of living challenges. You will provide subject matter expert support within our Patient Support Services team, and will work closely with our Patient Support & Advocacy Officers to develop and grow this service in your area.

Summary
To raise awareness of the service and build strong relationships with kidney patients, professionals, and other kidney stakeholder groups in your defined geographic region.

Key responsibilities
• With support, establish the Kidney Care UK Money & Energy Advice Service in the region for patients and carers at risk of fuel poverty to access independent support on money and energy matters
• Responsible for the day-to-day delivery of the Money & Energy Advice Service across the region, effectively managing an ongoing caseload
• Provide practical advice to patients, assessing their needs and identifying sources of support to resolve financial, practical and psychosocial challenges.

• Activities will include creating budget plans, completing income maximisation checks and benefit claims, carrying out switching exercises and Home Energy Surveys (this is not an exclusive list of tasks)
• Responsible for identifying cases where FSA approved advice is required, and supporting patients in the referral of their case to our approved partner organisation or other appropriate regional/national services

• Act as a gateway to local information and access to:

• Kidney Care UK Patient Grants service, raising awareness of the service and supporting applications
• Kidney Care UK Patient Support & Advocacy Service, to ensure patients have access to reliable and accurate patient information relating to kidney disease, patient pathways, models of care, and patient choice
• Kidney Care UK Counselling Service and other appropriate services to meet patients’ emotional and physiological needs

• Work closely with local Kidney Care UK Patient Support & Advocacy Officers to ensure that patients receive expert advice in all areas of need, with smooth, effective handovers ensuring that patients feel supported and part of the Kidney Care UK ‘family’ at all times
• Maintain records on the Kidney Care UK database to support service delivery and communications with patients, and facility effective reporting to Kidney Care UK and our funders
• Raise awareness of Kidney Care UK and the benefit of its full range of Patient Support Services amongst kidney patients, their families, carers and professionals across the region
• Provide insight on patients’ concerns and unmet needs to inform Kidney Care UK research, campaigns, and new service development activity
• Work in a way that respects the personal, social, cultural and spiritual needs of the individual and maintains the confidentiality of information they may have shared with you

Lead the development and management of a comprehensive programme of extracurricular activities, encompassing student groups, societies, volunteering opportunities, and events. Ensure an excellent volunteering experience for student leaders and volunteers, supporting their personal and professional growth.

Key Responsibilities

• Effective development and management of student led opportunities.
• Development and delivery of high-quality training and development opportunities empowering student leaders to contribute to the success of CSU’s strategy.
• Continuous and sustainable growth in the range of student opportunities and the number of students engaged.
• Ensuring a high-quality volunteering experience.
• Operational Management of the Opportunities team.

Job Summary

Location : Requirement to attend our sites in Basildon, Harlow and Thurrock if required and to team meetings quarterly.

Type: Remote

Salary: £48,000.00 per annum

Hours :  37.5 hours per week

Term: Permanent

Main Responsibilities:

Leadership

1. As a member of the Operational Leadership Team and wider Senior Leadership Team, work collaboratively and take collective responsibility for the strategic management and leadership of the organisation.

2. Work closely with the CEO, Treasurer and Board of Trustees to facilitate good governance and risk management.

3. Manage, maintain and develop all financial systems and control; increasing their impact and quality, and implementing best practices in financial management.

4. To supervise finance assistants and ensure that they are adhering to financial code of practices.

Financial Management

1. Lead and manage all aspects of the financial cycle, including budgeting, forecasting, fixed asset management, reserves & designated fund management and financial reporting.

2. Work with HR & Payroll Officer to manage and retain oversight of the day to day financial operations, including accounts payable, accounts receivable, banking and general ledger maintenance, including the reconciliation of petty cash, credit cards and all bank accounts on a monthly basis reviewing and approving payment runs and payroll.

3. Work with the CEO and Senior Leadership Team to prepare the annual budgets and forecasts.

4. Lead and manage the provision of regular budget monitoring and reports to budget holders.

5. Assist with the budget preparation for funding bids. Manage, monitor and keep track of any grants, funding or commissioned income, working with relevant managers to provide relevant financial information for inclusion in monitoring reports.

6. Lead and manage the provision of quarterly financial reports to the Board and advise them on financial issues as appropriate

7. Provide insightful financial analysis and reporting to inform and support organisational management, development and decision[1]making, and funding applications across the organisation.

8. Work with the CEO to prepare medium term financial forecasts for the organisation to support strategic decision-making and delivery of strategic priorities.

9. Lead on the audit process and the preparation of year end accounts to trial balance including preparation of the audit file and the closing down of the accounts on our accounting management system to ensure that the organisation is compliant with legal requirements and good practice.

10. To work closely with the CEO, Senior Leadership Team and designated Trustees to advise, review and cost the annual pay award.

11. To provide back-up and holiday cover for the processing of monthly payroll.

12. To work with and support the HR & Payroll Officer in providing payroll information and reconciling payroll monthly.

Governance and compliance

1. Ensure compliance with all relevant financial regulations and reporting requirements (e.g. Companies House, HMRC and the Charity Commission).

2. Attend Trustee Board meetings to report on financial matters, including the identification and management of financial risk, and provide any relevant reports.

3. To support the Trustees, SLT and line managers in managing our finances carefully and within our financial means, through provision of advice, guidance, support and training.

4. To be the main point of contact with external auditors.

5. To ensure that robust financial controls are in place, underpinned by appropriate financial policies and procedures and to ensure that they are adhered to and that the organisation is protected from fraud and error.

Closing date for applications : 21st July 2025