Client and operations lead jobs in edinburgh
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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
The client requests no contact from agencies or media sales.
Thank you!
About the role
Our passionate Regional Casework Coordinators are SSAFA’s front line of support for members of the armed forces community in need. They are the first point of contact for all beneficiaries into the Regional office, assessing needs and allocating the case to one of our volunteer caseworkers.
You will sometimes handle complex problems from individuals who may be distressed, identifying the presenting and potential underlining needs to determine the best way to support the beneficiary. You will have ownership of cases from beginning to end, coordinating the casework process in a timely manner and ensure that the beneficiary journey is at the centre of the Service. You will have the opportunity to shape processes and procedures within the office which will lead to improvements in the service offered to clients.
To help you establish yourself in this new post you will receive excellent training and induction to SSAFA.
Whilst the post is homebased, to be eligible for this role you are required to live in the West Midlands region, which includes:
Birmingham, Sandwell, Walsall, Dudley, Wolverhampton, Solihull, Coventry, Warwickshire, Worcestershire, Herefordshire, Shropshire and Staffordshire
There will be occasional travel around the West Midlands Region and you may be required to travel at short notice for face to face meetings.
About the team
The team work remotely and pride themselves in maintaining a close working bond which ensures the smooth operation of the office. You will work closely with volunteers from the eight SSAFA branches in the West Midlands, supporting them to administer casework for SSAFA beneficiaries. The wider support team includes a Casework Manager and a Regional Operations Support Manager.
About you
To carry out this role successfully you will have a track record of providing welfare advice in key areas such as, housing benefits, debt, disability, mobility or immigration issues. You will have knowledge of safeguarding and GDPR and experience in dealing with sensitive information and people in vulnerable situations. You will be able to provide excellent customer service by telephone, e-mail and face to face. You will have used Microsoft Office 365 to a high standard. It is important that you have experience of planning and managing your own workload, with minimal supervision.
It would be advantageous if you have an understanding of the way of life for today’s Armed Forces, veterans and their families and if you have experience of recruiting and supporting volunteers. An understanding of the voluntary sector and preferably the military charity sector landscape across the West Midlands would be valuable.
About SSAFA
SSAFA, the Armed Forces charity is a trusted source of support for serving personnel, veterans and their families in their time of need. In 2023 our trained teams of volunteers and employees helped more than 53,000 people, including veterans, serving personnel (regulars and reserves) and their families.
SSAFA understands that behind every uniform is a person. And we are here for that person and their family, any time they need us and in any way, they need us.
Diversity and Inclusion at SSAFA
SSAFA exists to support a diverse range of beneficiaries within the armed forces community, and we believe diversity within our teams is key to ensuring we can deliver our services effectively. We thrive on differences and believe it is critical to our success as a worldwide charity. SSAFA is proud to be an equal opportunity workplace that seeks to recruit, develop and retain the most talented people from a variety of backgrounds, perspectives, and skills. We therefore encourage applications from all genders, races, religions, ages and sexual orientations, as well as parents, veterans, people living with disabilities, and any other groups that could bring diverse perspectives to our business.
SSAFA is committed to using the Disclosure & Barring Service to ensure we, as an employer, safeguard those we serve.
No agencies please. Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable.
Closing date: Midnight on Wednesday 30 July 2025. SSAFA reserves the right to close the vacancy early if we receive a high volume of suitable applications.
Interviews: Week commencing 11 August 2025.
Registered Charity
101 - 500
Our vision A society in which the Armed Forces, veterans and their families can thrive.
Thank you!
Using Anonymous Recruitment
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Whether you're experienced in membership development, event coordination, or communications—and especially if you’re excited by the arts therapies—we’d love to hear from you.
�� Apply by: Sunday 20 July 2025
�� Interviews: Week commencing 4 August 2025
�� Location: Remote (UK-based)
�� Salary: £30,000 per annum (pro-rata if part-time)
The client requests no contact from agencies or media sales.