Crm and data services senior officer jobs

Job Title: Investment Operations Officer

Department: Core Team (Middle Office)

Reports to: Risk and Investment Operations Senior Manager 

Grade: Officer - Core

Employment Type: Full-time, Permanent

Salary: £38,000 - £42,000 (depending on experience)

Location: Hybrid - London, EC1Y and homeworking

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 2011, we have helped the social impact investment market grow twelve-fold to over £10 billion. This capital has financed social purpose organisations tackling everything from homelessness to mental health and fuel poverty. BSC manages £634m of its own investments as well as acting as portfolio manager for the Schroder BSC Social Impact Investment Trust (SBSI) managing its £83m portfolio. As BSC begins delivering its next five-year strategy, the organisation is embarking on a period of significant opportunity, growth and impact.

The opportunity:

The Investment Operations Officer is responsible for supporting the day-to-day operational activities of investment funds. This role ensures the accuracy, efficiency, and integrity of fund processes, including trade settlement, reconciliation, operational checks for cash management, and data management. The ideal candidate combines strong analytical skills with attention to detail and an understanding of financial markets. 

What you will do:

• Monitor and support daily fund operations, including trade processing, settlements, drawdown checks, account opening

• Perform reconciliations across custodians, brokers, and internal systems to ensure data accuracy, counterparty management

• Liaise with internal teams (portfolio management, compliance, risk) and external parties (custodians, administrators, auditors)

• Maintain and improve operational processes and controls

• Fund documentation ingestion management and data inputs

• Project management and assistance with Investment team’s post investment decision deal onboarding

• Prepare periodic reporting requests / questionnaires for external stakeholders

• Ensure compliance with regulatory requirements and internal policies, and support ongoing compliance reporting of the business

• Support KYC/CDD processes for all investment and advisory relationships 

• Participate in at least one ‘BSC Citizenship’ activity, helping to make BSC a great place to work – this could be helping to organise our summer or winter social, joining the Staff Council or helping with health and safety

What you will bring:

Qualifications & Experience

Essential:

• Demonstrable experience of your excellent analytical and problem-solving skills 

• Experience of working in an environment where high level of attention to detail and accuracy is vital 

Desirable

• 1–3 years of experience in fund operations, asset management, or financial services (preferred but not mandatory)  

• Understanding of financial instruments (particularly alternatives) is preferred but not mandatory  

• Proficiency in Excel and familiarity with AI, CRM and PMS systems 

Skills, Abilities and Attributes

• Strong communication and interpersonal skills 

• A genuinely service-orientated outlook – you take pride in making things run well 

• Ability to work in a fast-paced environment and manage multiple priorities 

• Collaborative, with a hands-on approach to pro-actively solving problems with others and with a solution orientated mindset – someone who anticipates needs rather than waits to be asked 

• Prior knowledge or interest in social enterprise, charity or impact related work 

Embody Better Society Capital core values:

Ø  Purposeful –We are passionate and energetic in our work to bring about our long-term vision of a thriving social investment market that enables positive social impact.

Ø  Pioneering Spirit - We give our team the autonomy and flexibility to be entrepreneurial and creative. We have the courage to push boundaries and a restless drive for change

Ø  Openness - We listen, learn, experiment and collaborate.  And we are adaptive and flexible in responding to what we learn.

Ø  Rigorous - We take a rigorous approach in all we do.  We expect the highest standards and continually strive for excellence

Ø  Respectful - We are genuine in both our approach and aspiration.  We value each member of our team and our partners for what they bring.

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 anyway. You may be just the right candidate for this or other roles.

How to apply:

Please apply via Applied which is designed to minimise unconscious bias in recruitment. We will review your CV and two written answers which should answer the two following prompts: 

 1. Think of one piece of professional work from the last 3 years that best demonstrates why you’d be a strong fit for this role at Better Society Capital. Please cover: 

• Context - Where were you working and what was the goal? 

• Your role - What were you personally responsible for? 

• Two key decision you made - What options did you consider, and why did you choose the path you did? 

• Impact - What changed as a result? Please include any concrete outcomes (numbers, stakeholder feedback, decisions taken, etc.). 

• Looking back - What, if anything, would you do differently now, and why? 

2. We want to understand why you are interested in a career here at BSC. Tell us about a time where you tried to do something to create a positive change. 

• What was the goal? 

• Did it happen? 

• What did you learn about yourself along the way? 

Your answers should be no longer than 250 words each 

NB We do screen for applications that appear to be heavily generated by AI. You’re welcome to use AI tools to support small edits, such as improving grammar, structure or clarity, but your CV and supporting answer should reflect your own experience, knowledge, skills and motivations. Applications that feel authentic and genuinely personal are most likely to receive a 5-star score. 

Closing Date:  9am - Wednesday 10th June 2026

Interviews

• Initial Screening calls will be held 17/18th June 

• Round 1 interview (virtual) will be held w/c 22nd June 

• Round 2 interview (in-person) will be held w/c 29th June 

We are a Disability Confident Committed employer. Disabled applicants who meet the essential criteria will be considered for an initial screening interview. When application numbers are high and we are unable to interview everyone who meets the minimum criteria, we will prioritise those who best meet the essential requirements of the role.

We are defining a disability in accordance with the Equality Act 2010, as a person who has a physical or mental impairment, and the impairment has a substantial and long-term adverse effect on their ability to carry out normal day-to-day activities. You will be asked in your Applied application whether this applies to you.

If you have a disability or other access needs and require any support to assist you through the recruitment process, please get in touch.

You can find out more about our recruitment approach here

Other terms

Location: We are a UK-based business with an office in the Old Street area of London, accessible via a number of public transport links. Colleagues typically spend 40% - 60% of their working hours in the office, and the remainder from home. However, the exact requirements for this role can be discussed at interview. We hope that this working pattern encourages Better Society Capital employees to achieve a healthy balance between work and personal life, as we adapt to the needs of our diverse workforce.

Right to work: We are unable to offer work sponsorship for this role. Candidates need to have the existing right to work in the UK and for the duration of employment to be considered. 

Equity, Diversity and Inclusion: Better Society Capital is committed to being a diverse organisation that is truly representative of the communities we serve. We therefore welcome applications from candidates of all backgrounds, particularly those under-represented in the social impact investment sector (e.g. people from LGBTQIA+, racialised, disabled, or under-served communities).

We are an equal opportunities employer with an inclusive environment where all employees can contribute to their fullest potential. We want every colleague to be able to deliver their work with dignity, equality, comfort and independence. Our office is fully accessible with step-free access and an open-plan set up. We are open to accommodation requests regarding assistive technologies, accessibility tools, flexible working or any other reasonable adjustments that will make working or visiting here more accessible for you. If you have a disability or other access needs and require any support to assist you through the recruitment process, please get in touch .

The Trusts and Grants Officer is responsible for securing and growing income from charitable trusts, foundations and other agreed grant-making bodies to support LOROS’ core services and strategic priorities.

The post holder will develop and manage a high-quality pipeline of trust and foundation prospects, produce compelling and evidence-led funding applications, steward funders through excellent reporting and relationship management, and contribute to the wider philanthropy and major giving programme.

The role plays a key part in maximising voluntary income, strengthening long-term funding relationships, and ensuring LOROS’ work is clearly communicated through impact, outcomes and

insight.

The ideal candidate will be passionate, committed, organised and have excellent written skills, the ability to build a rapport quickly and be self-motivated and able to prioritise their own workload to meet deadlines.

Data Services Manager

Permanent

Salary: £44,000 - £47,000 per annum, plus benefits

London N1

Full time – 37.5 hours a week 

We're a hybrid working employer, meaning you're required to come into the office at least 2 days per week currently Tuesday, and Wednesday or Thursday.

The role is being advertised as full-time, but we would consider someone working 4 days per week pro rata.

Closing date: 5pm, Friday 29th May 2026

First Interviews: Tuesday 9th June 2026

Second interviews: Tuesday 16th June 2026

An exciting opportunity for a Data Services Manager has arisen at World Cancer Research Fund (WCRF). 

WCRF is the UK’s leading cancer prevention charity focusing on the link between cancer and risk factors such as diet, body weight and physical activity. 

We are seeking a Data Services Manager to lead and be responsible for the management, use and maintenance of systems and in-house CRM databases to support the achievement of the charity’s fundraising strategic objectives. You will be analysing and reviewing data and reporting on results that can then be used to build engagement with our supporters.You will also be responsible for a team of two people. 

The successful candidate will have proven experience of working with industry standard fundraising software solutions in the charity sector, ideally have knowledge of Claris Filemaker products and will have experience of creating new, and maintaining and updating existing, complex database systems.Experience of creating scripts and troubleshooting existing scripts is key, along with considerable hands-on experience of working with complex data sources, transfers and imports. An understanding and working knowledge of Data Protection regulations is required. 

Application Details:

If you are interested in this role and feel you possess the necessary requirements, please submit a current CV and covering letter (maximum 2 pages) by the closing date. You must have current right to work in the UK.

Please note: Your cover letter should highlight how your skills and experience will benefit WCRF and equip you for the role.

Due to the high volume of applications we receive, we are only able to provide feedback to shortlisted candidates. If you do not hear from us within 14 days of the closing date, please assume your application has been unsuccessful on this occasion. 

Senior Individual Giving Officer

Hybrid (with 2 days per week in our Alton office)

Individual Giving Manager

Permanent, 35 hours per week

£30-35k per annum, dependant on experience

(plus pension & generous annual leave)

About Kidney Care UK

3.5 million people in the UK have chronic kidney disease (CKD), a diagnosis that can turn your world upside down.

For 50 years, Kidney Care UK has been at the forefront of supporting people with kidney disease. From our early days when we campaigned to introduce donor cards in the UK, we have worked hard to support and represent the interests of everyone affected by this lifelong condition. We provide practical, emotional, and financial support for individuals and their families, while also working with healthcare professionals to improve care services and campaign for change.

Kidney disease can affect anyone and there is no cure. We are here for the young and the old, for those struggling to make ends meet, for families and loved ones. We fight tirelessly, giving our total support, to improve the lives of kidney patients and their families.

We’ve grown significantly over recent years. But this is just the start – we want to grow our income significantly in the next five years as part of our ambitious new strategy to ensure that the charity is fully sustainable so that we can support the 1000s of patients who need us every year. We’ve been making quite a splash recently – our ‘Bloody Amazing Kidneys’ campaign has seen more than 200,000 people successfully complete our online kidney checker so they can understand their risk of kidney disease.

Will you join us and help ensure that no one faces kidney disease alone?

The role

The Individual Giving team is responsible for driving growth and income sustainability across Individual Giving (one-off donations, Regular Giving, Lottery) In Memory Giving, Legacy Giving and Major Giving. This is an exciting role and it will suit somebody who enjoys working across our different fundraising products, with particular focus on one-off donations, Regular Giving and In Memory Giving. The role will focus on the acquisition and stewardship of donors, maintaining a fantastic donor journey for longer term engagement. The role holder will need to own and manage their workstreams, drawing on the expertise of other in-house teams from Marketing to Finance. The need for accuracy in data and administrative work requires the role holder to have a keen eye for detail and a respect for processes and regulations.

What we offer

Working at Kidney Care UK is incredibly rewarding and you will see the life-changing impact that the charity has on kidney patients and their families:

• Flexi-time – we are flexible about start and finish times, and flexible about your location.
• Annual and Christmas leave – we offer 25 days annual leave for full time employees plus bank holidays. We also close for three days between Christmas and New Year, and you don’t need to take this from your annual leave allowance.
• Pension – you’ll be eligible for and auto-enrolled into a pension scheme where your employer will contribute 8% of your salary.
• Health cashback plan – ability to claim back a wide variety of routine medical treatments.
• Employee Assistance Programme – access to a wide variety of support including counselling, health resources and advice.
• Cycle2Work scheme

In the decade to 2030 we aim for 30% of Suffolk to be connected and well looked after for nature, and for 1 in 4 people in Suffolk to be actively helping to make that happen. This role helps build the supporter power to get us there by delivering an excellent membership experience & ensuring our members feel valued, informed and connected to the work of Suffolk Wildlife Trust.

As a Supporter Development Assistant, you will take responsibility for the efficient day-to-day administration of the Trust’s membership schemes, using the Charity CRM database to maintain accurate contact & financial records in line with GDPR. This includes processing new, renewing and lapsed memberships, handling payments ( Direct Debits, PayPal & Gift Aid) and providing consistently high-quality communication with members through enquiries, welcome packs, renewal reminders and supporter care.

You’ll also support member growth and retention by helping deliver key supporter journey communications, thanking activity and retention projects, and by liaising with external partners such as the membership recruitment agency. Alongside this, you’ll help co-ordinate membership resources such as welcome packs, leaflets and magazine mail-outs (working with the volunteer delivery network), and contribute to continuous improvement in data quality, reporting and processes to strengthen our systems and supporter relationships.

To succeed in this role, you’ll be committed to Suffolk Wildlife Trust’s mission and bring a proactive, ‘can-do’ approach. You’ll have experience in an administrative, office or customer service role, with strong organisation, attention to detail and a methodical approach to maintaining accurate records.

You’ll be confident using Microsoft 365 and databases/systems with an understanding of GDPR and data protection. You’ll communicate professionally and warmly by phone and in writing, handling confidential information and difficult conversations with sensitivity. Willingness to learn Direct Debits, Gift Aid and charity income processes is essential; charity/membership sector experience is desirable.

This is a fixed-term maternity cover position expected to last until May 2027, working 22.5 hours per week on Wednesdays, Thursdays and Fridays each week (9:00am to 5:00pm) based at Brooke House in Ashbocking. We operate flexible homeworking arrangements where colleagues spend more time working together than homeworking. The starting salary is £15,171.00 per annum pro-rata (FTE £25,285.00).

To apply for this opportunity, please submit an application via our website by 9:00am on Wednesday 03 June 2026.

Please note, applications will be shortlisted and interviews arranged as and when applications are submitted. Please note, the closing date may be brought forward.

Annual leave entitlement starts at 33 days per annum (including Bank Holidays), increasing annually to 38 days plus employees receive an extra day off for their birthday. We offer a 9% employer pension contribution with no employee contribution required, free 24-hour Employee Assistance Programme, free life insurance from day one of employment, free access to a private GP and discounts at high street retailers. Staff can also enjoy a 10% discount in our visitor centre cafes, including retail.

We are committed to being an inclusive organisation where everyone is welcome. As a conservation charity, we recognise the value of diversity both in nature and in our staff & volunteers. Suffolk Wildlife Trust is an organisation where everyone feels respected, valued & empowered to contribute, so that together we can deliver our vision, mission & strategic goals for a wilder Suffolk.

About the role:

At Single Homeless Project (SHP), we believe that the right technology can be transformative - not just for our teams, but for the thousands of Londoners we support every year. As our IT Helpdesk Officer, based in Kings Cross, you will be at the heart of ensuring every colleague has the tools, systems, and support they need to deliver life-changing work. From maintaining a smooth and stable IT service across all our locations to working closely with third-party providers, you’ll play a crucial role in keeping our organisation connected and effective.

This is a role where every day brings variety. You might be resolving a technical issue for a frontline worker in one of our services, managing system access to ensure our security standards remain high, or travelling across London to set up IT equipment in a new location. You’ll be involved in the delivery of projects and system implementations, from launching new contracts for internet and telephone services to helping integrate innovative solutions that keep us moving forward. Your knowledge of Office 365 security, cloud management, and best practice in IT support will be key to helping us work smarter and achieve more.

In joining SHP, you’ll be part of an organisation that invests in your development and offers real scope for progression. As you grow your technical expertise, you’ll also see the direct results of your work - supporting the people who make a lasting difference for those experiencing homelessness. This is more than an IT role; it’s an opportunity to be part of a mission, ensuring our teams can focus on what matters most: changing lives across London.

About you:

• Experience in Providing 1st and 2nd line IT support over a number of channels including face to face, phone, email, text, chat and video. 
• Excellent verbal and written communication skills. 
• Strong organisational skills and shows enthusiasm to all duties. 
• Ability to manage issues and questions via a ticketing portal, updating clients in a timely manner and following tickets through to resolution. 
• Experience in troubleshooting hardware including cloud servers, desktops, laptops and network equipment. 
• High level of personal organisation with the ability to plan and prioritise own work. 
• Has experience in Microsoft applications like Microsoft Dynamics CRM. 

About us:

We’re London’s leading homelessness charity – and we get things done.

In a city where hundreds are forced into homelessness every day, our work has never been more needed or more challenging. And we’re not shying away. We’re rolling up our sleeves to make change and helping over 10,000 Londoners every year. We prevent homelessness, provide safe places to live and give people the opportunity to rebuild their lives and transform their futures. And we never give up. 

We’re here for Londoners wherever they are on their journey. We start with trust, building relationships that help people feel safe, supported, and ready to move forward. Every day, we put people first in everything we do, challenging injustice and barriers that keep people from the safety, stability and opportunity they deserve. We stand alongside people as they rebuild and shape a future that feels their own. 

Joining Single Homeless Project means joining a team that’s bold, compassionate and determined to do better for the people we support and for each other. You’ll work alongside colleagues with lived experience, in a space that’s trans-inclusive, disability-friendly, and actively striving to be anti-oppressive and equitable. 

We’re not perfect, but we’re real. We listen. We learn. And we push forward, together. Because this isn’t just a job. It’s a chance to lead with empathy, spark change, and help build a London where no one is left behind.

Important info:

Please note we will be reviewing applications and inviting suitable candidates to interview (via Microsoft Teams) as applications are received. Therefore, please submit your application as soon as possible as we reserve the right to close the advert early if a suitable candidate is identified.

Please note shortlisted candidates will be required to complete a short psychometric test before being confirmed for interview. 

This post will require a basic DBS check to be processed (by SHP) for the successful applicant.

Please note applications are reviewed for AI use in application questions. Applications with insufficient right to work or requiring sponsorship will not be accepted or progressed.

JRS UK is recruiting a full-time Senior Fundraising and Communications Officer, responsible for helping to build our support base, especially among the Catholic community. 

This is a senior role, reporting to the Head of Communications, Fundraising and Advocacy and working closely with the Fundraising and Communications Manager. It will involve developing and delivering our strategy for recruiting supporters in parishes and other settings, as well as delivering a range of fundraising initiatives including our challenge events programme. We are seeking someone with a proven track-record in fundraising and community outreach, as well as a good understanding of the Catholic community in the UK.

You’ll be part of a mission that restores dignity, hope, and agency to people rebuilding their lives after displacement. Whether you're introducing our mission to parishes, representing us at national events, or recruiting participants for our challenge events, your work will have real impact. If you're passionate about justice, have a strong knowledge of fundraising and want a role that improves the lives of people seeking sanctuary, this is your chance to make a difference every single day. 

Job description 

1. Developing and leading JRS UK’s parish engagement plan: 

• Strategic development of JRS UK’s long-term approach towards engaging parishes in our mission 

• Arranging and delivering fundraising appeals, talks, and engagement with parish groups 

• Ensuring that parishes supporting our mission are kept up to date with our work and opportunities to get involved 

• Building sustainable relationships with at least 20 parishes annually by year two

2. Expanding JRS UK’s outreach in the Catholic and wider Christian community: 

• Identifying and delivering opportunities to share our mission with others and involve them in our work including:

                  i. representing JRS UK at national events 

                  ii. leading our engagement with other Jesuit organisations and Catholic organisations such as the National Justice and Peace Network

                  iii. Producing resources tailored to different audiences such as Catholic youth groups, Justice and Peace groups, and non-churchgoing Catholics 

3. Leading recruitment of regular donors: 

• Utilising the opportunities outlined here to engage new regular/committed supporters

• Recruiting at least 120 new regular supporters annually by year 2

• Working with the Fundraising and Communications Manager on our process for welcoming and stewarding regular supporters 

4. Leading our challenge events programme: 

• Recruiting and stewarding our teams for the TCS London Marathon, London Landmarks Half Marathon, and Vitaly 10k ensuring all participants are supported, equipped, and celebrated 

• Keeping past participants up to date with our work and the impact of their support 

• Promoting opportunities for supporters to undertake their own fundraising events

• Raising a net income of £20,000 annually through challenge events by year 2

Other responsibilities  

• Working with the Fundraising and Communications Manager on our schools and universities engagement plan

• Ensuring good quality supporter records are kept in compliance with data processing requirements 

• Periodic management of interns or volunteers 

• Other duties as required by the Head of Communications, Fundraising and Advocacy

Fundraising Data Analyst

Are you ready to take on a new challenge with a leading charity making a real difference in brain tumour research?

Brain Tumour Research is an exciting, innovative, and ambitious charity. We are passionate about finding a cure for brain tumours through the establishment of dedicated Brain Tumour Research Centres of Excellence around the UK.​

After a successful 2025, we’re building on our momentum and looking ahead with ambition. As our work continues to expand, so does our impact. We are now looking for passionate people to join us on the next stage of our journey!

It is a fantastic time to be joining us and we are keen to share this with likeminded and talented individuals. We currently have an opening for a Fundraising Data Analyst, to join our Income Generation and Development team.

• Do you want to make a difference in one of the most innovative and exciting medical research fundraising charities in the UK?
• Do you live in a commutable area for Milton Keynes?
• Do you have minimum three years of data analyst experience? 

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Have you answered Yes to these questions?

Does this sound like the opportunity to really take the next step in your career?

Excited to learn more about this position? Then please take a read through our recruitment pack which is included within this advert.​​

If you have the skills and ambition that we are looking for we are excited to receive your application.  We are really looking forward to welcoming a new member to our team!

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We are asking for a CV as the first step but applicants may be asked to provide a targeted covering letter as part of the selection process.  Interviews will be conducted during the application window as appropriate, and will consist of a first interview via MS Teams, progressing, if successful to a face to face second interview, held at our offices in Milton Keynes.

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​We reserve the right to close the application window early and advise candidates to apply in good time to avoid disappointment.

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​We are looking for people who share our passion for finding a cure for brain tumours and who have the skills and experience to make a difference. We welcome applications from candidates of all backgrounds, cultures, genders, sexual orientations, abilities, and ages. We believe that diversity enriches our organisation and helps us achieve our mission. We are committed to providing an inclusive and supportive environment where everyone can be themselves and contribute to our vision.

Where Next is a well-established charity supporting adults with learning disabilities to live fulfilling, independent lives. We are looking for a capable and reliable Finance Officer to lead our day-to-day financial operations and support the organisation as we continue to grow.

The Role

This is a hands-on role with responsibility for the smooth running of all core finance functions, including:

• Payroll, pensions, and statutory returns
• Purchase and sales ledger (including varied client income streams)
• Bank reconciliations and cashflow management
• VAT returns (including partial exemption) and Gift Aid
• Monthly management accounts and reporting

You will be the go-to person for finance, working closely with the CEO and senior team to ensure strong financial control and provide clear, practical financial information.

About You

You will:

• Have solid experience in a finance or bookkeeping role
• Be confident managing end-to-end finance processes
• Be highly organised, accurate, and reliable
• Be comfortable working independently and taking ownership
• Ideally have experience with Xero, payroll, and VAT

Experience in the charity sector or working with restricted funding is a bonus, but not essential.

Why Join Where Next?

• Flexible working – part-time or full-time considered
• Hybrid working available
• A varied role with real responsibility
• Opportunity to grow into broader financial and organisational responsibilities
• A supportive, values-driven organisation where your work has real impact

Apply

If you’re looking for a role where you can combine strong finance skills with meaningful work, we’d love to hear from you.

We are open to shaping the scope of this role around the successful candidate, depending on experience and working pattern.

Join BookTrust, the UK’s largest children’s reading charity, and help change children’s lives through reading. For more than 100 years, we’ve been inspiring a love of books and reading, reaching millions of children every year, particularly those from low-income families and vulnerable backgrounds.

We are looking for a Senior Individual Giving Officer to deliver innovative, insight-led fundraising campaigns that grow supporter engagement and maximise income. Working as part of a supportive, ambitious and collaborative team, you’ll gain experience across the full Individual Giving programme while helping bring the joy and benefits of reading to children across the UK.

This is an exciting opportunity for a creative and data-driven fundraiser who enjoys managing campaigns end-to-end and is passionate about delivering an excellent supporter experience. You’ll help shape and deliver multi-channel campaigns, test new ideas and fundraising products, and use insight to drive performance and long-term supporter relationships.

The role can be based in either our London office in Farringdon or our Leeds head office, with a minimum of eight office days per month.

Fundraising at BookTrust

As a charity, fundraising is central to BookTrust’s mission, enabling us to bring our work to life and reach more children through a diverse portfolio of income generation, including mixed models of trading and philanthropy.

You will join a friendly, supportive, and ambitious fundraising team working together to generate sustainable income that supports our mission through the funding of programmes and projects and ensures excellent stewardship of our donors. As part of our new strategy, we aim to grow our income significantly over the next five years. With current annual income of £12.4m and a strong base of long-term committed funding, we are well positioned to expand our work. As we expand our work and reach more children and families, developing new income streams is a key organisational priority. The Individual Giving function within the Fundraising team, where this role sits, has been tasked with growing income to £2 million by 2030. We will do this by improving our supporter experience and engagement, employing a test-and-learn strategy across a range of campaigns and being data-led in everything that we do. 

Job Purpose

The Senior Individual Giving Officer plays a central role delivering the campaigns and plans that will achieve the Individual Giving programme income targets. The post holder, working closely with colleagues across BookTrust, will manage existing and test new Individual Giving campaigns and develop and test new fundraising products in order to generate income from new and existing supporters.

This is an exciting time to join BookTrust as we invest in growing our Individual Giving programme and develop new ways for supporters to help children discover the life-changing benefits of reading.

Key Responsibilities: 

Programmes and projects

• Manage acquisition and retention campaigns including testing new audiences and channels.
• Deliver effective supporter journeys to ensure the highest possible standards of donor experience. 
• End-to-end campaign management across the fundraising mix including legacies, mid value and in memory. 
• Support the testing and development of new community and events fundraising opportunities. 
• Work closely with and support the Individual Giving Lead to ensure all activity is delivered on time and to budget, contributing to annual income targets. 

 
Relationships

• Work collaboratively with colleagues across marketing, digital, comms and across the organisation. Work closely with Supporter Services and CRM colleagues to ensure best experience for our supporters
• Work effectively with external suppliers and agencies, maintaining strong working relationships. 

Budgeting, analysis and reporting

• Monitor and control income and expenditure against targets outlined in annual plans.
• Feed into quarterly forecasting and annual budget setting processes.
• Closely monitor campaign results, provide updates on performance and produce post-campaign analysis reports.
• Make recommendations to improve the performance of future campaigns based on evidence and data.
• Contribute to CRM development and update existing reporting mechanisms.

Other

• Keep up to date with innovation and changes in the sector and external environment.
• Undertake other duties as required that are commensurate with this role.

The Marketing Officer/Senior Marketing Officer (Retention) at CBM UK is an important role in making our life-changing work possible. Advertised at Officer or Senior Officer level (subject to experience), the role delivers direct and digital fundraising appeals to existing individual supporters, high value donors, and churches to drive donations and grow awareness, through creative and impactful fundraising communications.

Key responsibilities:

The position holder is responsible for developing fundraising campaigns for individual supporter audiences; supporting the development of the annual public fundraising plan; building supporter journeys and testing new channels and messages.

Working closely with the Head of Marketing and across the Fundraising & Communications team, the Marketing Officer/Senior Marketing Officer (Retention) is responsible for planning and delivering a significant marketing programme, carrying out fundraising campaigns to existing supporters across multiple channels, including direct mail, email, and telephone.

Cultivation appeals (60%)

a. Deliver regular and inspiring off-line direct marketing campaigns to existing supporters on time and within budget. The role holder will plan, co-ordinate and prepare fundraising appeals. This involves creating briefs, working alongside freelance copywriters and designers, and managing print and fulfilment suppliers.

1. Lead on the delivery of online appeals and updates, including the planning and coordination of mass supporter emails.
2. Optimise the performance (traffic and income) of website fundraising pages, including appeal landing pages and donation platforms. Ensuring pages on the CBM website are engaging to existing and new audiences and utilising Search Engine Optimisation tools.
3. Lead on the planning and implementation of feeding back to existing supporters on our work as part of their donor journey, through leading on CBM UK’s supporter newsletters, e-news and prayer diaries.
4. Prepare internal marketing materials for CBM UK colleagues and provide briefings for supporter facing teams ahead of each campaign.
5. Develop excellent working relationships with existing and new agencies and suppliers, including marketing agencies, writers, designers, print suppliers and mailing houses. Source new agencies and suppliers as appropriate.

High donor fundraising (20%)

1. Lead on CBM’s high donor fundraising programme, through planning and managing regular communications and fundraising asks to this segment of supporters, working towards achieving annual income growth targets.
2. Work alongside the Supporter Relations team to develop and carry out a donor journey for high donors, including personalised communications through phone, email and post.

New product testing (10%)

1. Proactively test and develop new fundraising ideas, channels and messages to engage with and raise funds from new and existing audiences.
2. Maintain awareness and anticipation of charity sector trends relating to direct marketing and keep abreast of competitor activities to enable CBM to respond and adapt quickly where appropriate.

Planning and reporting (10%)

1. Analysis and reporting of appeals and projects, providing learnings that will enable informed decision making around future activities.
2. Develop a good knowledge of the CRM system (Salesforce) and ensure appropriate recording and reporting of direct marketing activity.

Other

1. Ensure the consistent implementation of CBMs brand, key messages and style guide in fundraising activities.
2. Awareness of, and compliance across direct marketing, of Fundraising Regulator and Data Protection legal requirements (GDPR and PECR).
3. Work with other teams, including the CBM Global Federation, to maximise collaboration opportunities and integrated working.
4.  Help develop a culture of enthusiasm, continual improvement and success which reflects the ambitions of CBM UK.
5. Occasional out of normal office working hours. Occasional travel in the UK and possibility of travel internationally.

Please download the recruitment pack for full details.

The Marketing Officer/Senior Marketing Officer (Acquisition) at CBM UK is an important role in making our life-changing work possible. Advertised at Officer or Senior Officer level (subject to experience), the role delivers direct and digital marketing communications to grow awareness, and recruit and engage with new long-term CBM supporters, through creative and impactful fundraising communications.

Key responsibilities:

The position holder is responsible for developing and delivering fundraising campaigns that will engage with CBM target individual audiences; supporting the development of the annual public fundraising plan; building supporter journeys and testing new channels and messages.

Working closely with the Head of Marketing and across the Fundraising & Communications team to plan, coordinate and deliver donor acquisition appeals to recruit new individual supporters, using a variety of direct and digital marketing channels.

Regular giving (mostly monthly Direct Debits) are a large part of CBMs donor acquisition activity, and as such, part of this acquisition role is the planning and co-ordination of regular giving conversion, recruitment, retention, and upgrade campaigns.

Donor Acquisition (30%)

1. Working alongside the Head of Marketing and external agencies to plan and deliver a supporter recruitment programme, using channels that may include, but not limited to, inserts, press adverts, and door drops. email, paid social media adverts, Pay Per Click Googe adverts, and lead generation activities.
2. Optimise the performance (traffic and income) of website fundraising pages, including appeal landing pages and donation platforms. Ensuring pages on the CBM website are engaging to existing and new audiences and utilising Search Engine Optimisation tools.
3. Plan and coordinate an off-line and online welcome journey for new supporters to CBM, that will encourage ongoing engagement and long-term support.
4. Develop excellent working relationships with existing and new agencies and suppliers, including marketing agencies, writers, designers, print suppliers and mailing houses. Source new agencies and suppliers as appropriate.

Regular Giving (20%)

1. As part of the regular giving retention plan, deliver inspiring direct and digital marketing communications and updates to monthly supporters about CBMs work and the people their gifts are supporting. This can involve creating briefs, working alongside freelance copywriters and designers, and managing print and fulfilment suppliers.
2. Working alongside our inhouse Supporter Relations team and external telephone fundraising agencies to co-ordinate regular giving conversion, upgrade and retention campaigns over the telephone.
3. Deliver, test and refine a welcome and ongoing donor journey for regular giving supporters, across digital, post and phone channels, to update and thank supporters.

Legacy and In-Memoriam Giving (20%)

1. Work alongside the Head of Marketing and Senior Supporter Relations Officer to develop marketing plans for legacy and in-memoriam giving.
2. Responsible for legacy and in-memoriam giving direct mail and email appeals, and work alongside the Communications Team to ensure the legacy and in-memoriam giving website pages inspire new and existing supporters to support CBM in these ways.

New product testing (20%)

a.  Test and develop new fundraising ideas, channels and messages to engage with and raise funds from new and existing audiences.

b.  Maintain an awareness and anticipation of charity sector trends relating to direct marketing and keep abreast of competitor activities to enable CBM to respond and adapt quickly where appropriate.

Planning and reporting (10%)

1. Analysis and reporting of appeals and projects, providing learnings that will enable informed decision making around future activity.
2. Develop a good knowledge of the CRM system (Salesforce) and ensure appropriate recording and reporting of direct marketing activity.

Other

1. Ensure the consistent implementation of CBMs brand, key messages and style guide in fundraising activities.
2. Awareness of, and compliance across direct marketing, of Fundraising Regulator and Data Protection legal requirements (GDPR and PECR).
3. Work with other teams, including the CBM Global Federation, to maximise collaboration opportunities and integrated working.
4. Help develop a culture of enthusiasm, continual improvement and success which reflects the ambitions of CBM UK.
5. Occasional out of normal office working hours. Occasional travel in the UK and possibility of travel internationally.

For full details, please download the recruitment pack.

Independent Age is the national charity focused on improving the lives of people facing financial hardship in later life. We believe no one should face financial hardship in later life.

Responsibilities and Person Specification:

The Senior Finance Officer is a broad new role reporting to the Head of Finance. It provides a brilliant opportunity to learn and develop through contributing to most areas of our small finance team’s work including month-end close, payment run process, finance system administration, monthly budget-holder reporting, year end and audit, fundraising support and investments and banking administration. 

We are looking for a part qualified accountant or equivalent who can bring a good understanding of bookkeeping and double entry. As a role covering broad areas, you will also need a demonstrable understanding of charity accounting technicalities and recommended practice, ideally gained from working in the sector. With a high level of attention to detail, you should be proficient in the use of finance systems, with Advanced Excel skills, and an interest in utilising AI. 

The role includes interaction at all levels, including senior management and our trustee board and requires skills to communicate finance to non-finance stakeholders and good written skills. 

For full details on the role and requirements, please review the job description and person specification.  If your experience doesn’t align perfectly with all of the criteria in the person specification but you do meet most of them and are excited about the role, we encourage you to apply anyway. 

This is a full-time role, 35 hours per week, which you can choose to work over five days or a 9 day fortnight. 

What it’s like to work at Independent Age:

We celebrate diversity at Independent Age and champion the differences that make each of us unique. We actively support and encourage people from a variety of backgrounds, experiences and skill sets to join us and help shape what we do. We aim to attract and retain a wide range of talent and create an environment where everyone can feel safe, protected, welcome and included.

We offer great benefits including 28 days annual leave plus public holidays, a generous pension scheme with life assurance, and fantastic learning and development opportunities. We also offer a number of enhanced leave provisions and benefits.

We know that a good work life balance helps us perform at our best and supports wellbeing. Flexible working hours and hybrid working is standard for all (those contracted to work in the office usually attend 1 day per week, with a minimum of 4 days per month). But if you need a different form of flexibility, we are always happy to talk flexible working. 

You can find out more about what it’s like to work at Independent Age on the careers page of our website.

Application Process:

To apply, please submit a CV and a Supporting Statement, detailing how your skills and experience meet the criteria within the Job Description and Person Specification, by visiting our jobs website (please do not hesitate to contact us if you have specific requirements and need support to apply in an alternative format).

To support our commitment to equity, diversity and inclusion our hiring managers use anonymous shortlisting. Therefore, please do not include your name, photo, or information to indicate your gender or age in your CV and supporting statement. Please do not omit dates of employment. Please ensure the title of any uploads does not contain your name. 

Independent Age is committed to safeguarding and follows Safer Recruitment practices to ensure we are safeguarding those we work with. We therefore ask that you supply your full work history with explanations for any gaps in the application documents you submit and, if offered the post, we will require two employment references including your current or most recent employer. 

A Basic DBS check will be required for this role.

Closing Date: 1 June 2026 at 11:59pm

Interview Dates: First interview will be held in-person on Monday 15 June, with second interview held on 18 June.

The Business Support Co-Ordinator is an essential member of the team, responsible for ensuring that public engagement activity is underpinned by high-quality, reliable data through careful management of the CRM. As Business Support Co‑Ordinator, you will play a vital role in enabling our Team to deliver the organisation’s strategy and charitable objectives. You’ll provide high‑quality administrative and project support across the organisation, working closely with senior leaders.

This is a varied, fast‑paced role suited to someone who enjoys accurate data collection, managing multiple priorities and contributing to meaningful social impact. We like to invest in our people; most of our staff are undertaking additional qualifications. There is the opportunity to be enrolled on level 3 qualifications relevant to the role.