Client finance officer jobs

Join Navigate CIO and Make a Real Impact!

Are you passionate about making a difference in people's lives?

Do you have strong communication and problem-solving skills?

Whether you're experienced in money advice or looking for a career change, we provide full training and development opportunities to help you succeed in this role. At Navigate CIO, we are a registered charity dedicated to providing free, impartial, and confidential money and debt advice across Devon and Somerset.

Our work supports individuals and families facing financial hardship, helping them build financial resilience and regain control of their lives. This is more than just a job—it's an opportunity to transform lives and strengthen communities.

This role is funded by the British Gas Energy Trust (BGET), allowing us to provide specialist energy and money advice to those who need it most.

Why Join Us?

• Full training provided – no prior experience in debt advice needed.

• A rewarding role – support vulnerable individuals to improve their financial wellbeing.

• Career development opportunities – ongoing training and professional growth.

• Flexible working environment – work across various locations, including home visits and remote support.

• Supportive team culture – be part of a dedicated and passionate team that values collaboration.

About the Role

We are looking for a compassionate Debt & Energy Adviser to provide money, debt, and benefits advice to individuals who are often in crisis and face multiple barriers to accessing the support they need. The role primarily involves face-to-face home visits, supported by telephone, video, email, and digital advice. You will be at the forefront of delivering essential money and debt advice to clients with high level needs, helping them navigate their financial challenges.

Key Responsibilities:

• Assess and review client needs to ensure appropriate support.
• Identify and address barriers preventing clients from accessing money advice.
• Provide comprehensive, caseworker-level advice on money management, debt solutions, and financial capability.
• Develop individual action plans tailored to client needs, ensuring dignity and respect.
• Maintain accurate case records and documentation. 
• Deliver high-quality money advice services in partnership with key stakeholders.

• Offer tailored support, in clients homes, online and via telephone

What We’re Looking For:

We are looking for individuals with the right skills and attributes, even if you don’t have direct experience in money and debt advice. If you are passionate about helping others and eager to learn, we encourage you to apply!

Essential Skills & Attributes:

• Strong people skills – ability to build rapport and communicate effectively.
• Ability to support vulnerable individuals with multiple and complex needs.
• Empathy and a non-judgmental approach.
• Understanding of confidentiality, GDPR, and safeguarding policies.
• Ability to prioritise tasks and manage workloads effectively.
• IT proficiency (Word, Excel, email, case management systems).
• Ability to work independently and as part of a team.
• Willing and able to travel across Somerset for client appointments.
• A full DBS check will be required.

Desirable Skills & Experience:

• Experience in advice, advocacy, or support work (paid or voluntary).
• Knowledge of welfare benefits, housing, and debt advice.
• Experience in sectors such as mental health, addiction, housing, or social prescribing.
• Willingness to train as a DRO (Debt Relief Order) Intermediary.

Ready to Make a Difference? If you’re looking for a career where you can grow professionally while transforming lives, this is the perfect opportunity for you.

Apply today and start your journey towards empowering individuals and communities through financial resilience! 

Job Title: Investment Manager - Client Investment

Department: Investment

Reports to: Managing Director - Client Investment

Grade: Manager - Senior

Contract: Full-time, Permanent

Salary: £61,500 to £67,000 per annum, depending on experience

Location: Hybrid - London, EC1Y and homeworking

Right to Work: Unfortunately we are unable to offer visa sponsorship for this role. Applicants must have the right to work in the UK at the time of application and for the duration of employment.

About Better Society Capital (BSC):

Better Society Capital (BSC) is the UK's leading social impact-led investor. Our mission is to grow the amount of money invested in tackling social issues and inequalities in the UK; we do this by investing ourselves and enabling others to invest for impact too. 

Since 2012, we have helped grow the UK's social impact investment market thirteen-fold, to more than £11 billion, proving that impact investing can scale when social outcomes and investment opportunity are genuinely aligned. We have committed more than £1 billion of our own capital to social impact investments and today hold a live portfolio of over 100 across the UK, primarily made into funds spanning early-stage and mature positions, all working towards lasting impact for the people and communities they serve. 

We're now delivering our 2026–2030 strategy: mobilising £20–30 billion in capital to positively impact 15–20 million lives across the UK over the next decade. We're focusing our expertise and capital on four challenge areas: housing, economic opportunity, climate and energy, and health. These have been chosen because each combines urgent social need, proven investment models and a clear role for BSC to play. 

This is BSC's next chapter. Building on everything we've proven since 2012, we're scaling with greater ambition and sharper focus, and looking for people who want to help shape how we get there.

The Opportunity:

We are recruiting an Investment Manager to take a leading role across BSC’s client investment mandates, playing a central part in how we mobilise capital at scale to deliver lasting social impact. 

A significant part of this role is supporting the management of BSC's client investment mandates, including the Schroder BSC Social Impact Trust, a listed investment trust for which BSC acts as portfolio manager, giving investors access to private market impact investments addressing some of the UK's most entrenched social issues. You will support portfolio management, reporting and investor engagement for the Trust, working closely with senior colleagues.

You will own a portfolio of impact investments spanning both BSC's own capital and the mandates we manage for others, taking direct responsibility for how these investments perform against their financial, social impact and systems change goals over time. You will build lasting relationships with fund managers, lead on performance monitoring and reporting, and shape how BSC manages a genuinely broad and varied portfolio across products and asset classes, developing cross-asset-class judgement that few comparable roles offer.

You will also contribute to BSC's client work more broadly, supporting our growing Advisory capability as we help other investors turn their impact ambitions into action through credible, practical investment strategies. This is a capability we are actively building, and you will play a key role in its delivery as it scales.

We invest in our people as seriously as we invest in our portfolio. You will accelerate your growth through hands-on experience, tailored training and collaboration with sector-leading specialists as well as gaining direct exposure to our Investment Committee and senior leadership. You can find out more about our training offer in our Candidate Pack.

What you will do:

Support investment management for BSC's client mandates

• Contribute to portfolio-level investment management across our client mandates, helping shape how we think about multi-asset allocation and performance, and building the cashflow, liquidity and return models that underpin these decisions.

• Bring the analysis and insight behind our client reporting to life, from regulatory reporting and accounts to due diligence questionnaires, giving investors a clear, compelling picture of how their capital is performing.

• Support engagement with shareholders and clients through investor meetings, roundtables and portfolio updates, and represent BSC at external events, Boards and Investment Committees where needed.

Lead the performance management and manager relationships for a portfolio of social impact investments across BSC’s own capital and client mandates

• Own a portfolio of individual social impact investments, managing each towards exit and delivering on its financial returns, social impact and systems change goals.

• Build strong relationships with fund managers, engaging on and helping manage the financial and social impact performance of each investment.

• Lead analysis of impact and financial performance across your investments, including across asset classes and impact themes.

Support Advisory projects

• Support delivery of BSC Advisory projects for external investors, from discovery through to solution design and client capital management.

• Contribute research, analysis and investment expertise to help other investors design credible impact investment strategies suited to their goals.

Contribute to new investment opportunities and strategic, systems change projects

• As opportunities arise, contribute to new deals and strategic projects aligned with our 2026–2030 strategy, growing your expertise in origination and deal execution over time.

Help shape the next phase of our market-leading impact investment approach and team

• Contribute to our impact investing practice and process, in collaboration with colleagues across BSC and with external partners.

• Champion part of BSC's impact investing approach, or join a working group to deliver a strategic priority.

• Contribute to organisation-wide initiatives that help us deliver our mission, such as working groups to improve how we work or engage with stakeholders.

What you will bring - Qualifications & Experience

Essential

• A passion and demonstrable commitment to improving lives in the UK

• Investment experience including performing investment analysis, making investment recommendations, monitoring performance and engaging with investees

• Strong quantitative analysis skills, including financial analysis and modelling

• Work experience that faces the financial, social or public sector

• Proven relationship-building and stakeholder management

Desirable

• Work experience in impact investing or sustainable investing

• Exposure to multi-asset portfolios

• Experience delivering regulatory and/or client reporting

• Proven project management skills

• Knowledge of real estate, growth equity, venture investment, private credit, or social outcomes contracts

Skills, Abilities and Attributes

• Structured thinker – able to deal with complexity and uncertainty

• Innovative, creative and strategic approach to problem solving

• Solves problems with multiple stakeholders in an open and empathetic way

• Collegial team player – flexible and willing to work with and contribute to a team

• Self-starter – able to work under own initiative and source new opportunities

• Relationship management – excellent interpersonal skills and able to build relationships at all levels

• A confident and effective communicator when writing and speaking

• Hunger for continued learning and development, including developing others

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

We are seeking an enthusiastic and highly motivated Chief Executive to assume overall responsibility for the management of HMC. The purpose of this senior leadership role is to lead the organisation in fulfilling its purpose of supporting migrants in Hackney and the wider London community, ensuring they can access their rights and overcome injustices in the immigration and social welfare system.

Money Advice Support Officer.

This is a community-based role requiring regular face-to-face appointments with clients across Exeter. We're looking for people who genuinely want to make a difference. You don't need to have worked in money advice before. If you're an excellent communicator, a natural problem solver and enjoy working with people, we'll provide the training and support you need to succeed. This role is about much more than providing advice. It's about building trusted relationships with people who may be experiencing financial hardship, poor mental or physical health, trauma, disability, homelessness, digital exclusion or other barriers that make accessing traditional services difficult. If you're compassionate, resilient, organised and committed to helping people rebuild their confidence and financial stability, we'd love to hear from you.

Job Purpose:

The Client Liaison Officers are the first point of contact for individuals referred into the Crisis & Resilience Service and play a vital role in ensuring people receive timely, compassionate and person-centred support. Acting as the gateway into the service, you will build trusted relationships from the very first contact, undertaking holistic assessments to understand not only an individual's financial situation but the wider circumstances affecting their wellbeing and resilience.

You will respond quickly to people experiencing financial hardship or crisis, helping to stabilise their immediate situation through income maximisation, welfare benefits advice, crisis planning and practical support. Working closely with partner organisations, you will ensure every client is connected to the right support at the right time through a coordinated 'no wrong door' approach. You will maintain regular contact with clients throughout their journey, preventing disengagement and ensuring individuals feel supported whilst awaiting ongoing casework. Through empathy, knowledge and flexibility you will remove barriers to engagement, helping clients prepare for specialist advice and supporting them to build the confidence and skills needed for long-term financial resilience.

The role combines triage, welfare benefits advice, crisis intervention, client engagement and case coordination to provide an accessible, responsive and trauma-informed service for some of the most vulnerable people in the community.

Main Duties and Responsibilities

Client Engagement and Triage

· Act as the first point of contact for all referrals into the Crisis & Resilience Service.

· Contact new referrals promptly, normally within one working day wherever possible.

· Build positive, trusting relationships from the first interaction.

· Complete holistic needs assessments to understand each client's circumstances, priorities and support needs.

· Identify risks relating to homelessness, utility disconnection, enforcement action, safeguarding and financial crisis.

· Assess barriers to engagement including poor mental health, disability, trauma, digital exclusion, literacy, caring responsibilities and rural isolation.

· Undertake and maintain appropriate risk assessments, including those relating to lone working, to support and safeguard the health, safety and wellbeing of clients and staff.

· Agree preferred communication methods with each client and tailor support accordingly.

Crisis Intervention

Provide immediate practical support to help stabilise clients experiencing financial hardship by:

· Maximising household income through welfare benefits advice and applications.

· Supporting Crisis Fund applications where appropriate.

· Completing benefit entitlement calculations.

· Assisting clients to gather supporting evidence.

· Developing emergency budgets.

· Identifying priority debts.

· Negotiating with priority creditors where appropriate.

· Supporting Breathing Space applications.

· Protecting essential services including fuel and housing.

· Arranging emergency support including food, fuel and other crisis assistance where available.

Aim to stabilise urgent situations within three working days wherever possible.

Welfare Benefits Advice

· Provide high-quality welfare benefits information and advice.

· Complete benefit entitlement checks.

· Support new claims and changes of circumstances.

· Assist clients with mandatory reconsiderations and appeals where appropriate.

· Identify opportunities to maximise household income.

· Keep knowledge of welfare benefits legislation up to date.

Client Journey and Case Coordination

· Allocate clients to the most appropriate adviser based on complexity and need.

· Maintain oversight of client journeys.

· Ensure no client disengages or is lost within the system.

· Maintain regular contact with clients awaiting specialist advice.

· Support clients to engage with "Get Advice Ready" sessions to help clients prepare documentation and understand the advice process.

· Make warm referrals to partner organisations with client consent.

· Support seamless transitions between crisis intervention and longer-term casework.

Outreach and Accessibility

· Deliver support flexibly through telephone, video, secure digital communication, outreach venues and home visits where appropriate.

· Remove barriers preventing individuals from accessing advice.

· Adapt communication styles to meet individual needs.

· Promote financial education opportunities and encourage participation where appropriate.

Partnership Working

· Develop positive working relationships with partner organisations.

· Liaise with statutory agencies including housing, adult social care, DWP and health services.

· Attend multi-agency meetings where appropriate.

· Promote the "No Wrong Door" approach to service delivery.

Systems, Recording and Compliance

· Maintain accurate and timely case records using AdvicePro.

· Complete all monitoring requirements.

· Record outcomes, interventions and client progress.

· Maintain GDPR compliance.

· Use digital systems including client portals, Open Banking and automated workflows where appropriate.

· Ensure safeguarding concerns are recorded and escalated immediately.

Continuous Improvement

· Participate in supervision and reflective practice.

· Contribute ideas for improving systems and processes.

· Support service evaluation through client feedback and case studies.

· Keep professional knowledge up to date through continuous professional development.

We are looking for a motivated and supportive Triage & Early Intervention Officer to contact victims of crime to offer support and complete initial assessments. This role is part-time working a rota pattern between 8-6pm Monday to Friday, with extended working hours until 8pm on Wednesdays. This role is offered full time working from the office.

What we offer

At Victim Support, we are committed to attracting and retaining the best talent. Our competitive rewards and benefits package includes:

• Flexible Working Options: Including hybrid working.
• Generous Annual Leave: 28 days plus Bank Holidays, increasing to 33 days plus Bank Holidays, with options to buy or sell annual leave.
• Birthday Leave: An extra day off for your birthday.
• Pension Plan: 5% employer contribution.
• Enhanced Allowances: Enhanced sick pay, maternity, and paternity payments.
• Exclusive Discounts: High Street, retail, holiday, gym, entertainment, and leisure discounts.
• Financial Wellbeing: Access to our financial wellbeing hub and salary-deducted finance.
• Wellbeing Support: Employee assistance programme and wellbeing support.
• Inclusive Networks: Access to EDI networks and colleague cafes.
• Sustainable Travel: Cycle to work scheme and season ticket loans.
• Career Development: Ongoing training and support with opportunities for career progression.

About the Role

As a Triage & Early Intervention Officer, you will be the first point of contact via telephone, text or email for clients referred to our service. You will conduct comprehensive impact and risk assessments, provide immediate and short-term interventions, and ensure that each client receives tailored support that meets their individual needs.

The role may require occasional travel in Hampshire.

As a Triage & Early Interventions Officer you will:

• Conduct comprehensive impact & risk assessments for clients.
• Provide tailored responses to clients' needs including information about their rights and the services available to them.
• Take incoming calls and efficiently triage to other teams including domestic abuse and children & young people
• Maintain accurate & confidential case management records.
• Work as part of a team & collaborate with statutory & voluntary agencies to address clients' needs.

About You

Ideally you will have an understanding of the impact of crime & the criminal justice system. Experience in delivering services within a statutory, voluntary, or multi-agency setting is also beneficial.

You will need:

• Strong written & verbal communication skills.
• Good time management skills.
• Competent IT skills, able to use generic systems.
• To work effectively both as part of a team & independently
• To develop & maintain partnerships with external organisations.
• The ability to undertake impact & risk assessments.
• Knowledge of safeguarding issues & legislation related to child protection & vulnerable adults.

Please note that as this post require police vetting, you must have lived in the UK for a minimum of three years prior to application.

Please see attached Job Description and Person Specification for further details.

About Us

Victim Support is an independent charity dedicated to supporting people affected by crime and traumatic incidents in England and Wales. We put them at the heart of our organisation and our support and campaigns are informed and shaped by them and their experiences.

Victim Support are committed to recruiting with care and to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff and volunteers to share this commitment. Background checks and Disclosed Barring Service checks may be required.

At Victim Support, we're proud to celebrate diversity and create a workplace where everyone feels they belong. We're committed to being an antiracist organisation, and we actively welcome applications from people of all backgrounds, including those from Black and Asian and other minoritised communities.

As a Disability Confident Employer, we will offer an interview to disabled candidates who meet all essential criteria for a job where it is practicable to do so. We are also happy to make reasonable adjustments during the recruitment and selection process.

How to apply

To apply for this role please follow the link below to the Jobs page on our website and complete the application form demonstrating how you meet the essential shortlisting criteria.

We reserve the right to close this vacancy early, if we receive enough suitable applications to take forward to interview prior to the published closing date. If you have already registered & started an application, then we will contact you to advise of the amended closing date wherever possible.

We are looking for a motivated and supportive Triage & Early Intervention Officer to contact victims of crime to offer support and complete initial assessments. This role is offered working full time from the office in Basingstoke

What we offer

At Victim Support we believe in attracting & retaining the best people and offer a competitive rewards & benefits package including:

• Flexible Working Options: Including hybrid working.
• Generous Annual Leave: 28 days plus Bank Holidays, increasing to 33 days plus Bank Holidays, with options to buy or sell annual leave.
• Birthday Leave: An extra day off for your birthday.
• Pension Plan: 5% employer contribution.
• Enhanced Allowances: Enhanced sick pay, maternity, and paternity payments.
• Exclusive Discounts: High Street, retail, holiday, gym, entertainment, and leisure discounts.
• Financial Wellbeing: Access to our financial wellbeing hub and salary-deducted finance.
• Wellbeing Support: Employee assistance programme and wellbeing support.
• Inclusive Networks: Access to EDI networks and colleague cafes.
• Sustainable Travel: Cycle to work scheme and season ticket loans.
• Career Development: Ongoing training and support with opportunities for career progression.

About the Role

As a Triage & Early Intervention Officer, you will be the first point of contact via telephone, text or email for clients referred to our service. You will conduct comprehensive impact and risk assessments, provide immediate and short-term interventions, and ensure that each client receives tailored support that meets their individual needs.

Some travel through Hampshire may be required.

As a Triage & Early Interventions Officer you will:

• Conduct comprehensive impact & risk assessments for clients.
• Provide tailored responses to clients' needs including information about their rights and the services available to them.
• Take incoming calls and efficiently triage to other teams including domestic abuse and children & young people
• Maintain accurate & confidential case management records.
• Work as part of a team & collaborate with statutory & voluntary agencies to address clients' needs.

About You

Ideally you will have an understanding of the impact of crime & the criminal justice system. Experience in delivering services within a statutory, voluntary, or multi-agency setting is also beneficial.

You will need:

• Strong written & verbal communication skills.
• Good time management skills.
• Competent IT skills, able to use generic systems.
• To work effectively both as part of a team & independently
• To develop & maintain partnerships with external organisations.
• The ability to undertake impact & risk assessments.
• Knowledge of safeguarding issues & legislation related to child protection & vulnerable adults.

Please note that as this post require police vetting, you must have lived in the UK for a minimum of three years prior to application.

Please see attached Job Description and Person Specification for further details.

About Us

Victim Support is an independent charity dedicated to supporting people affected by crime and traumatic incidents in England and Wales. We put them at the heart of our organisation and our support and campaigns are informed and shaped by them and their experiences.

Victim Support are committed to recruiting with care and to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff and volunteers to share this commitment. Background checks and Disclosed Barring Service checks may be required.

At Victim Support, we're proud to celebrate diversity and create a workplace where everyone feels they belong. We're committed to being an antiracist organisation, and we actively welcome applications from people of all backgrounds, including those from Black and Asian and other minoritised communities.

As a Disability Confident Employer, we will offer an interview to disabled candidates who meet all essential criteria for a job where it is practicable to do so. We are also happy to make reasonable adjustments during the recruitment and selection process.

How to apply

To apply for this role please follow the link below to the Jobs page on our website and complete the application form demonstrating how you meet the essential shortlisting criteria.

We reserve the right to close this vacancy early, if we receive enough suitable applications to take forward to interview prior to the published closing date. If you have already registered & started an application, then we will contact you to advise of the amended closing date wherever possible.

Location: Bristol Office, with occasional travel to partner offices and client homes across Bristol, B&NES and North Somerset

Salary: Band D: £29,024 per annum, rising to £31,895 on successful completion of the 5-month probationary period, with annual salary reviews thereafter.

Job Type: Fixed Term (12 months). Full time preferred (37.5 hours/week), minimum 30 hours/week considered.

The role:

We’re looking for someone who would like to join our team of Energy Caseworkers within our Warmer Homes Advice & Money (WHAM) project. You will work as part of a team of caseworkers supporting people living in fuel poverty, working closely with our partner organisations across Bristol, B&NES and North Somerset and drawing on their specialist advice to support householders.

You will be trained to give energy efficiency advice to householders, working mainly from our Bristol office and occasionally from our partners’ offices, undertaking outreach activities and home visits across the area. The role includes providing in-depth casework support, communicating with energy suppliers on behalf of clients, and maintaining accurate records of all interactions.

You will join as a Trainee Energy Caseworker for the first 5 months, becoming an Energy Caseworker on successful completion of probation. This is a fixed-term post for 12 months, with full training provided, including City & Guilds Energy Awareness training, and ongoing support from a casework mentor and supervisor.

Specific responsibilities

An applicant appointed to the role will be expected to:

• Provide energy advice to clients by phone and email.
• Provide information to help clients access appropriate support.
• Engage with households who need help with their energy issues and provide in-depth casework support.
• Travel across Bristol, B&NES and North Somerset to give advice to people in their own homes, coordinate partner activity, and deliver events, talks and presentations.
• Communicate effectively with energy suppliers on behalf of clients, including investigating billing and metering issues, negotiating repayment plans and raising complaints.
• Provide administrative support to the delivery of projects and maintain accurate, detailed records of all client interactions.
• Remain vigilant for safeguarding concerns during client interactions and report promptly to the designated Safeguarding Officer.
• Work alongside and support CSE volunteers.
• Work closely with WHAM partners to offer support to clients.
• Adhere to CSE’s data recording protocols and procedures and maintain appropriate client confidentiality at all times.

To see a more detailed list of responsibilities please see the supporting documents attached. These documents are also available to download from our website.

About you:

Essential attributes for this role include:

• Experience of giving advice.
• Awareness of confidentiality requirements when handling sensitive information.
• Ability to respond to vulnerable clients in a respectful and engaging manner.
• Ability to actively listen and correctly identify the support needs of clients.
• Highly organised, with the ability to maintain admin systems independently and accurately.
• Able to work independently and use own initiative, while also working well as part of a team.
• Experienced in the use of MS Office applications (Word, Excel, Outlook), with knowledge and experience of using databases and Teams.
• Understanding of safeguarding principles and the importance of protecting vulnerable individuals.

Please note, the above is an overview of the skills required for this role. To see the full list of essential and desirable skills please see the attached job description.

Benefits:

CSE offer a range of other benefits including:

• You will be entitled to 25 days' paid holiday (plus statutory holidays)
• Subsidised bike purchase and Tech Scheme
• Life Assurance
• Health Cash plan
• Retail discounts
• Discounted breakdown cover and many more.
• We will pay fees and expenses on relevant training courses.
• We are flexible with the working hours of this role and will discuss this openly if you are invited to interview.

How to apply

To apply, please download and complete the application form available from our website and send it to our Jobs email.

Your application should demonstrate your suitability for the role against the criteria outlined in the person specification and job description. 

The closing date for applications is 5pm on Sunday 6 September 2026.

Interviews are expected to take place Tuesday 15 and Wednesday 16 September 2026, though this is subject to change.

If invited to interview, we will ask you to provide evidence of eligibility to work in the UK.

#LI-DNI

Head of Finance

Salary£80,000.00 per annum

LocationLondon/Hybrid (with 1 to 2 days a week in the office)

Weekly Hours35

The Vacancy

Job Title: Head of Finance

Location: London/Hybrid (with 1 to 2 days a week in the office)

Salary: £80,000.00 per annum

Weekly Hours: 35

Reference: YMC1228366

About Us

Founded in 1844, YMCA is a global movement and the world's largest youth-focused charity.  In England and Wales, YMCAs are based in over 700 communities across 168 local authorities supporting young people and communities to reach their potential. The turnover of YMCA in 2025-26 was £386m. YMCA England & Wales is a £23 million organisation of more than 400 colleagues, supporting a Federation of 80 local YMCAs to deliver vital services which positively impact young lives across the country. As we grow our income and impact, we are seeking an established and inspirational Head of Finance to take on one of the most pivotal roles in our organisation.

The Opportunity

This is a senior leadership appointment, reporting to the Director of Resources and leading a Finance team of around nine, including the payroll function. You will act as our lead on all matters of finance, liaising with our Federation members where necessary, providing expert support to our Income Generation Directorate (Fundraising and Retail) and other internal Directorates, embedding financial insight into revenue-generation strategy and working in close collaborative partnership with senior colleagues both within those teams but also across the Federation. Beyond this, you will oversee statutory reporting, investments, VAT and taxation compliance, and provide expert counsel to our Board of Trustees and Finance and Audit Committee.

Why You

Perhaps you have already established an excellent track record within a charity with significant fundraising and retail operations and are ready for the scale and influence this role commands. Or perhaps this is your first move into a charity; you are a seasoned accountant whose clients have included charitable organisations, and you now plan to apply that expertise where it matters most. Either way, this is a genuine opportunity to shape the financial future of a movement with over 180 years of heritage as we continue to embed strong financial practices whilst delivering our strategic ambition

What We're Looking For

You will be a fully qualified accountant (ICAEW, ACCA, CIMA or CIPFA) with senior management experience leading finance in an organisation of comparable scale, ideally with charity reporting and SORP knowledge. Strong business partnering skills, gravitas with trustees and committees, and genuine collaborative leadership are essential to succeed in this crucial role.

Our recruitment process is anonymised and candidates' names are hidden. We welcome and encourage job applications from people of all backgrounds. Safer recruitment is important to us and the successful applicant will be asked to provide two references. They will also be required to complete a safeguarding self-declaration, safeguarding training and undertake a DBS check

We are looking for someone who genuinely wants to make a difference, previous money advice experience is not essential - we will provide the training and support required.  If you are a natural problem solver, an excellent communicator, and someone who enjoys helping people overcome personal challenges - this could be the role for you!

The Outreach Money Advice Caseworker will provide specialist money and debt advice to people experiencing financial hardship, with a particular focus on preventing homelessness, sustaining tenancies and supporting residents to achieve long-term financial stability. Working as part of the Exeter Crisis & Resilience Fund partnership, you will manage a caseload of clients experiencing complex financial circumstances, providing FCA-regulated debt advice, welfare benefits advice, budgeting support, advocacy and practical assistance. Recognising that financial hardship rarely exists in isolation, you will work closely with housing providers, landlords, Exeter City Council and partner organisations to address the wider issues affecting people's financial wellbeing.

Using a relationship-based, person-centred approach, you will deliver outreach across Exeter through home visits, community venues and flexible methods of communication, ensuring vulnerable residents can access the support they need.

Main Duties and Responsibilities

1. Specialist Money Advice and Casework

• Deliver person-centred money advice and holistic support to individuals and families experiencing financial hardship, housing insecurity and complex needs.
• Manage a caseload of clients, providing tailored interventions including budgeting, debt advice, income maximisation, welfare benefits advice and financial capability support.
• Provide FCA-regulated debt advice, including Debt Relief Orders and other debt solutions where appropriately trained, or refer clients to specialist services where required.
• Support clients experiencing fuel poverty through tariff advice, supplier negotiation and practical interventions.
• Develop personalised support plans that address both immediate financial difficulties and longer term financial resilience.
• Advocate on behalf of clients with creditors, landlords, utility providers, housing services and statutory agencies to achieve the best possible outcomes.

2. Housing and Homelessness Prevention

• Work proactively with clients to sustain tenancies and reduce the risk of homelessness.
• Liaise with landlords, housing associations, Exeter City Council Housing Options and other housing providers to resolve tenancy-related issues.
• Support clients living in temporary accommodation or experiencing housing insecurity.
• Assist clients to access housing-related benefits, CRF Housing Payments and other financial support.
• identify housing risks early and implement practical interventions to prevent crisis wherever possible.

3. Outreach, Engagement and Financial Resilience

• Deliver outreach across Exeter through home visits, community venues and other trusted locations to engage people who may struggle to access traditional advice services.
• Build trusted, professional relationships with clients, adapting communication and support to meet individual needs.
• Support the delivery of financial education sessions, including Navigate the Money Maze and other financial capability initiatives.
• Help clients develop the knowledge, confidence and practical skills needed to manage their finances independently and reduce future reliance on crisis support.

4. Partnership Working

• Work collaboratively with Navigate, Churches Housing Action Team, Exeter City Council and other partner organisations to deliver a coordinated 'No Wrong Door' service.
• Maintain effective referral pathways and ensure clients receive seamless transitions between crisis intervention and longer-term support.
• Attend partnership meetings, case discussions and multi-agency forums where appropriate.
• Signpost and make warm referrals to specialist services to address wider health, housing, employment and wellbeing needs.

5. Systems, Recording and Compliance

• Maintain accurate, timely and high-quality case records using the partnership's case management system - Advicepro.
• Use digital systems and organisational tools effectively, including secure client portals and AI supported technologies where appropriate.
• Ensure all work complies with FCA requirements, safeguarding procedures, GDPR and organisational policies.
• Maintain appropriate professional boundaries and ensure confidentiality at all times.

6. Monitoring, Quality and Outcomes

• Record outcomes and client progress accurately to support contract monitoring and service evaluation.
• Contribute to client feedback, case studies and continuous improvement activities.
• Work towards agreed performance targets while maintaining high standards of client care and professional practice.

7. Professional Practice

• Deliver services in line with person-centred, relationship-based and trauma-informed principles.
• Participate in supervision, reflective practice, team meetings and ongoing professional development.
• Keep knowledge of money advice, welfare benefits, housing and homelessness legislation up to date.
• Promote equality, diversity and inclusion, ensuring every client is treated with dignity, respect and compassion.

General Duties

• Develop and maintain positive working relationships with partner organisations, referral agencies and community stakeholders, promoting collaborative working across the Wis£rmoney partnership.
• Support service improvement by gathering client feedback and identifying opportunities to improve service delivery.
• Work in accordance with organisational policies, procedures and professional standards at all times.
• Contribute positively to team meetings, partnership working and organisational learning.
• Support managers in responding to enquiries, complaints and compliments in a timely and professional manner.
• Undertake any other duties appropriate to the role and participate fully in training and continuous professional development.

The Duke of Edinburgh's International Award Foundation is partnering exclusively with Robertson Bell to recruit a Finance Manager on a permanent, part-time basis (21 hours per week). This is an outstanding opportunity to join a globally respected charity at an exciting point in its evolution, taking ownership of core finance operations whilst helping strengthen the financial foundations of an organisation that empowers millions of young people across the world.

Joining during a period of positive organisational change, the Finance Manager will play a key role in a finance function that is evolving beyond traditional reporting to provide greater insight and support across the organisation and its global network of Award Operators. Working closely with the Head of Finance and Business Information, you'll have genuine ownership of the month-end process, lead a small finance team and drive continuous improvements, while also having opportunities to contribute to wider organisational initiatives that directly support young people around the world.

The organisation:

The Duke of Edinburgh's International Award is a global non-formal education and learning framework that empowers 14–24-year-olds to develop their purpose, passion and place in the world. Delivered across more than 130 countries and territories, the International Award Foundation works with partners around the world to ensure every eligible young person can take part through licensing and accreditation, global advocacy, research, training, fundraising and supporting digital transformation across the Award family.

The key duties of the Finance Manager are as follows:

• Lead the day-to-day operational delivery of the finance function, ensuring accurate financial processing, strong internal controls and the consistent application of finance policies and procedures.
• Take ownership of the operational month-end close process, coordinating timelines, reviewing ledger postings and ensuring high-quality balance sheet reconciliations.
• Manage and develop the Finance Officer and Credit Controller, providing regular coaching, support and clear direction to help them deliver to a high standard.
• Oversee all transactional finance activities, including purchase and sales ledger, payments, receipts, VAT accounting and Gift Aid submissions.
• Prepare accurate management accounts and work closely with the Head of Finance and Business Information to ensure financial data supports effective decision-making.
• Maintain audit-ready finance operations, ensuring robust documentation, clear audit trails and effective responses to audit queries.
• Drive continuous improvement across finance operations, systems and workflows to strengthen efficiency, resilience and financial control.
• Support budgeting, reforecasting and financial planning, whilst assisting with year-end financial statements, cashflow forecasting and wider finance projects.

The successful candidate will have:

• Experience within financial accounting or finance operations, including ownership of month-end processes and balance sheet reconciliations.
• Exposure to VAT, with charity VAT experience advantageous but not essential.
• Experience supervising or supporting colleagues, or the confidence and desire to step into your first formal people management role.
• A proactive mindset with the ability to identify opportunities to improve finance processes and systems.
• Previous experience within the charity or wider not-for-profit sector would be advantageous.
• Qualified as an accountant, or be in the latter stages of study.

This is a permanent, part-time opportunity working 21 hours per week, with flexibility to spread these across either three full days or shorter hours across the week. The role is based in London, operating on a hybrid basis.

Applications close on Sunday 23^rd August, with first-stage interviews expected to take place during the week commencing 31^st August. Robertson Bell is managing this recruitment campaign exclusively on behalf of The Duke of Edinburgh's International Award Foundation, so please submit your application as soon as possible to avoid disappointment.

About us

Carers UK is the leading national charity for unpaid carers. The Finance Manager is responsible for the management of the financial accounting functions of the organisation, for the preparation of statutory accounts, regular management reports, the preparation of all tax returns, supporting budget holders and assisting them fulfil their responsibilities, and for compliance with statutory requirements including compliance with tax laws and regulations.
 

About the role

The Finance Manager will work closely with colleagues across the organisation, including the nation offices, supporting and advising, building excellence in standards within the finance office and injecting innovative solutions to the organisation’s financial strategy.
 

About you

We are looking for a proactive and visible finance professional who is able to engage and build relationships across the organisation as a pivotal member within a values led high performing organisation. You will be a qualified accountant with proven track record of financial management awareness and a solid understanding of charity audits and statutory accounts preparation. You will have the ability to work with staff across the organisation in supporting good financial governance and oversight of financial operational matters. You will have the ability to analyse financial information and present this in a suitable format for the audience. You will have good ability to meet deadlines, be IT literate with an emphasis on financial systems, spreadsheets, Quickbooks and Excel. You will be highly organised with excellent attention to detail and be able to work with minimum supervision.

The role will involve the management of the day-to-day financial activities, VAT, gift aid, payroll and the monthly, quarterly and annual reconciliations and statutory accounts preparation. The job holder will work closely with the Chief Operating Officer, Finance Officer and volunteers within the team. There will be a requirement to work closely with the income generating staff, budget holders, auditors, banks and credit card providers on a regular basis. The Finance Manager will be responsible for managing the Finance Officer and Finance volunteer. 
 

Diversity and inclusion

Carers UK is committed to becoming a diverse and truly inclusive organisation. We strive to create a workplace where our colleagues and volunteers can truly be themselves and feel like they belong and constantly seek to ensure all voices are heard.

To embrace this culture of diversity, our employee and volunteer recruitment should reflect our stakeholders and the society that we serve and support, regardless of age, race, gender, sexual orientation, physical abilities, disabilities or religious practices. We value individual diversity and are actively building diverse teams here at Carers UK and value our colleagues from a wide range of backgrounds.

As a membership charity for carers, we particularly seek employees and volunteers with a real understanding of the issues faced by carers. Reasonable adjustments can be made to the process and role dependent on the needs of the applicant.

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

The closing date for applications is Friday 24 July 2026, 5pm.

Carers UK anonymises all applications prior to shortlisting.

Carers UK are actively interviewing as we receive applications. 

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

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

We have an exciting new opportunity for a Triage & Early Interventions Officer to join the team in Thames Valley working 37.5 hours a week on a fixed term basis until 31st March 2027. This is a home based role; however it is a requirement of our contract that all applicants must reside within Oxfordshire, Berkshire or Buckinghamshire and there is a requirement for occasional travel throughout the whole Thames Valley area to attend Team Days and 121 Meetings.

Do you want to make a difference every day? Do you want to contribute to change & improvement for those who need it?

Do you have resilience & adaptability? Can you work effectively with a focus on customer service and care?

If yes, then we'd love to hear from you…

What we offer

At Victim Support, we are committed to attracting and retaining the best talent. Our competitive rewards and benefits package includes:

• Flexible Working Options: Including hybrid working.
• Generous Annual Leave: 28 days plus Bank Holidays, increasing to 33 days plus Bank Holidays, with options to buy or sell annual leave.
• Birthday Leave: An extra day off for your birthday.
• Pension Plan: 5% employer contribution.
• Enhanced Allowances: Enhanced sick pay, maternity, and paternity payments.
• Exclusive Discounts: High Street, retail, holiday, gym, entertainment, and leisure discounts.
• Financial Wellbeing: Access to our financial wellbeing hub and salary-deducted finance.
• Wellbeing Support: Employee assistance programme and wellbeing support.
• Inclusive Networks: Access to EDI networks and colleague cafes.
• Sustainable Travel: Cycle to work scheme and season ticket loans.
• Career Development: Ongoing training and support with opportunities for career progression.

About the role

This role is based from home with a requirement for occasional travel to venues across the region to attend Team Days and other meetings as required. You will be working Monday to Friday between 9am and 5pm.

As a Triage & Early Intervention Officer, you will be:

• talking to people on the telephone from a variety of different backgrounds, all with different experiences. No two days are the same & you will need to use your communication skills and resilient nature to help those dealing with trauma and the effects of crime, who may have gone through a life-changing experience.
• working within a small supportive team that is part of a large independent charity which offers the opportunity to develop skills to enhance your ongoing personal development.

Previous experience in a similar role would be helpful but is not essential as you will receive robust training prior to working directly with clients. You will also receive ongoing support to ensure that you can provide victims with quick responses to meet their needs and help them cope and recover.

Please see attached Job Description and Person Specification for further details.

About Us:

Victim Support is an independent charity dedicated to supporting people affected by crime and traumatic incidents in England and Wales. We put them at the heart of our organisation and our support and campaigns are informed and shaped by them and their experiences.

Victim Support are committed to recruiting with care and to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff and volunteers to share this commitment. Background checks and Disclosed Barring Service checks may be required.

At Victim Support, we're proud to celebrate diversity and create a workplace where everyone feels they belong. We're committed to being an antiracist organisation, and we actively welcome applications from people of all backgrounds, including those from Black and Asian and other minoritised communities.

As a Disability Confident Employer, we will offer an interview to disabled candidates who meet all essential criteria for a job where it is practicable to do so. We are also happy to make reasonable adjustments during the recruitment and selection process.

How to apply:

To apply for this role please follow the link below to the Jobs page on our website and complete the application form demonstrating how you meet the essential shortlisting criteria.

We reserve the right to close this vacancy early, if we receive enough suitable applications to take forward to interview prior to the published closing date. If you have already registered & started an application, then we will contact you to advise of the amended closing date wherever possible.

York Travellers Trust (YTT) is seeking an inspiring, values-led Chief Executive to
lead our organisation through its next stage of development.

We work alongside the vibrant and resourceful Gypsy and Traveller communities of York and the surrounding area. We challenge discrimination and inequality, increase opportunities and life chances, and build bridges that promote understanding and community cohesion.

As Chief Executive, you will provide strategic leadership and hold overall responsibility for YTT’s performance, financial sustainability, governance, safeguarding and organisational development.

Working closely with our Board, staff and community members, you will:

 shape and deliver YTT’s strategic direction;
 strengthen our financial sustainability and develop new income opportunities;
 ensure our services remain effective, safe and responsive;
 build influential relationships with communities, funders, partners and
policymakers;
 champion the rights, needs and aspirations of Gypsy and Traveller
communities; and
 embed sociocratic and democratic ways of working so that community voices
genuinely shape our decisions.

We are looking for an experienced senior leader with a strong commitment to equality, social justice and community empowerment. You will have experience of leading in a charity, community organisation, public service or another values-led environment.

You will understand the strengths, needs and systemic barriers experienced by Gypsy and Traveller communities, gained through direct work with these communities or substantial experience alongside other marginalised groups.
You will combine strategic thinking with a collaborative, authentic and hands-on leadership style. You will also bring experience of managing people, working with a Board, overseeing finances, securing income and representing an organisation externally.

This is a rare opportunity to lead a trusted community organisation at an important point in its development. If you share our ambition for an inclusive, community-led and sustainable future, we would be delighted to hear from you.

The job description sets out the skills and experience we are looking for, but we know
that the right person may not tick every box. If you are passionate about our mission and bring significant relevant experience and the capacity to develop into the role, we would love to hear from you.

We are open to applications from people wishing to job share or looking for less than full-time hours; if this applies then let us know in your application.

Prospectus is delighted to be partnering with our client, a Brixton-based creative hub and Arts Council National Portfolio Organisation. The organisation is a music, media and technology centre supporting young people and adults to explore creativity, develop skills and improve wellbeing.

We are looking for an experienced finance professional to join the Senior Management Team and provide confident financial and organisational leadership. Working closely with the CEO, Treasurer and wider Board, you will lead budgeting, forecasting, management reporting, financial controls, funded-programme finance, risk and the year-end process. You will also provide proportionate leadership across people systems, governance, contracts and organisational operations.

This is a senior role, but it is also genuinely hands-on. 

Alongside this, we are looking for someone who will thrive on helping to lead the operations of a busy, vibrant cultural centre, ensuring that the systems, people, contracts and resources underpinning our programmes, studios, building and events work smoothly, safely and effectively. 

You will provide oversight of health and safety, compliance, organisational risk and business continuity, working closely with the colleagues and external specialists responsible for day-to-day delivery. This is a senior role, but it is also genuinely hands-on.

The right person for this role:

• Has strong financial leadership and practical management-accounting experience in a small or medium-sized organisation
• Can explain financial information clearly to colleagues and trustees, helping them understand the organisation’s position, risks and options
• Moves comfortably between strategic thinking and detailed delivery
• Brings sound judgement, integrity, curiosity and a collaborative approach
• Cares about Raw’s purpose and the communities we serve; and 
• Enjoys being part of a close-knit team and is happy to roll up their sleeves and get involved in Raw’s gigs, events and wider organisational life.

Direct charity-finance experience would be useful, but it is not essential. We welcome applicants from other sectors who can demonstrate transferable experience of multiple income streams, projects, contracts or cost centres. We are not looking for a particular accountancy qualification; relevant experience, practical expertise and the ability to fulfil the role are what matter.

We welcome applicants from diverse backgrounds and especially encourage applications from those who reflect the lived experiences of the South London communities we serve.

At Prospectus, we invest in your journey as a candidate and are committed to supporting you with your application. We welcome all candidates to apply, regardless of age, sex/gender, disability, race, religion, sexual orientation, marital status or pregnancy/maternity. If you have any disability and require reasonable adjustment/s to any part of the process, then please contact Shannon Sanderson at Prospectus.