Crm and database officer jobs

Fundraising Officer (Hybrid)
 
Salary: £35,520
Contract: 12-month fixed-term (maternity cover)
 
We also offer:

• 25 days annual leave (plus bank holidays) and a discretionary Christmas closure
• Benefits platform with discounts on retail, dining and days out 
• Salary sacrifice schemes for gym, bicycles and nursery/childcare
• Access to a free Employee Assistance Scheme to support you inside and outside of work
• Enhanced maternity, paternity and adoption pay 
• Hybrid working with flexibility from day one

 
Location: Head office (Fivefields, 8-10 Grosvenor Gardens, London) with occasional travel to our reserves typically two days per week, the remaining from home.
Hours: 9:00am – 5:00pm, with flexibility available from day one. 
 
Join us in bringing London’s wildlife back
 
Nature recovery for a thriving city starts with people - and as our Fundraising Officer, you’ll be a key player in making that happen. 
 
At London Wildlife Trust, we’re working to restore wild places and reconnect people with nature. This role sits at the centre of that mission - ensuring our members feel valued, supported and inspired to stay with us for the long term.
 
From processing memberships and managing direct debits, to responding to supporter enquiries and keeping records accurate, you’ll make sure every interaction runs smoothly. But this isn’t just about administration - you’ll also help shape engaging campaigns and supporter journeys that deepen connections and encourage people to stay part of the movement to reverse nature’s decline.
 
If you’re someone who cares about the detail but also enjoys thinking creatively about how to keep supporters engaged, this is a role where you can make a real impact.
 
What you’ll be doing 

• Help plan and deliver engaging fundraising, membership and legacy campaigns
• Support the full supporter journey - from welcome to reactivation - ensuring every interaction counts
• Keep our supporter database (Access CRM) accurate and up to date
• Manage key admin processes including direct debits, donations and membership records
• Provide excellent supporter care - responding to enquiries and building lasting relationships

 
What we’re looking for

• Experience supporting or delivering fundraising or marketing campaigns (ideally in a charity)
• Strong organisational skills - you can juggle multiple priorities and meet deadlines
• Confidence working with data to inform and improve campaigns
• Excellent attention to detail and administrative accuracy
• A proactive, self-motivated team player who’s equally comfortable working independently
• A genuine passion for nature and our mission

 
(Please see job description for full person specification)
 
Closing Date: Sunday 19 July, 5pm 
Interviews: scheduled to take place on Monday 27 July and Wednesday 29 July and reasonable adjustments will be offered to all candidates including the choice to meet online or in-person.  
 
Does this sound like you? We’d love to hear from you! 
 
Our vision is a London alive with wildlife, with nature in everyone's neighbourhood. To achieve our goal of inspiring everyone to help restore London’s wildlife, we recognise that our team must better reflect and represent all of London’s diverse communities.
 
We are also committed to ensuring that the safety and wellbeing of children, young people and adults at risk is at the heart of our engagement with people. 

REF-229 566

As Operations and Systems Manager, you will ensure SMK’s operations are well managed and that the team have the technology, systems and policies needed to run smoothly. You will take the initiative and hold responsibility for managing projects to improve systems and working practices and provide the administrative and training support needed to enable staff to implement these.

Reporting directly to the Chief Executive, you will work across the SMK staff team of six, the board members, suppliers and occasionally our training associates maintaining great working relationships and clear lines of communication.

In this internally facing role, you will play a key part in shaping the culture at SMK and in creating an environment in which the staff team can work productively and in line with our values.

Job description

Governance

• Organise SMK’s board meetings, sub committees and strategy days, ensuring all necessary paperwork, including the CEO and Staff Report, is prepared and circulated on time.
• Take clear and concise minutes at board meetings and ensure agreed actions are followed up.
• Support the CEO and Board in ensuring complete and timely reporting to regulators such as HMRC, the Charity Commission, and Companies House.
• Keep up-to-date information on Trustees and Patrons including monitoring the conflicts of interest register.
• Support the induction and exit process for trustees and manage any Board development requirements.

Human Resources

• Ensure all current and ex staff records are up to date and stored appropriately including contracts and job descriptions.
• Support line managers by ensuring that recruitment, induction, employee development and performance management are carried out in line with SMK policies and procedures.
• Regularly review and update HR policies such as the SMK handbook, in collaboration with our external HR support, and be a point of contact for the team to raise any queries or concerns.
• Manage the Breathe HR system for all types of leave. Monitor team’s absences and be a point of contact for team wellbeing.
• Oversee the organisation of the annual Team Away days and any other team strategic planning days.

Compliance and Risk

• Ensure SMK operates in line with legal and regulatory requirements, seeking external expert support where necessary.
• Work with SMK’s CEO to ensure policies and procedures are reviewed on a regular basis.
• Work with the CEO to ensure SMK is compliant with health and safety practices, GDPR, safeguarding and stays up to date with changing regulation.
• Ensure SMK’s insurance is up-to-date and covers the correct requirements.
• Maintain awareness of risks and changes in the external environment that may affect SMK, managing a risk register to capture the risks and actions to be taken to mitigate them.
• Support staff across the organisation to complete risk assessments where necessary and take responsibility for signing these off in line with our policies.

Office Admin

• Be the first point of contact with the office landlord.
• Look after the photocopier, stationary and other office requirements.
• Be responsible for incoming / outgoing post (when in the office).
• Book meeting rooms and desks for team meetings on Mondays.

IT and Information Management

• Manage the relationship with SMK’s IT service providers.
• Support the team with IT requirements.
• Implement the IT and Cyber Security policy and regularly review and update, providing/signposting staff training where necessary.
• Take a broad overview of systems within SMK, reviewing them and ensuring that they are fit for purpose, including the CRM.
• Lead on ensuring SMK’s digital and offline files are up to date, organised, and stored correctly on SharePoint.

Finance

• Support CEO in liaising with SMK’s accountants, with day-to-day bookkeeping and account management
• Collect and file monthly Credit Card receipts and invoices and share with SMK’s accountants.
• Ensure finance policy and procedures are up to date and answer finance-related queries from the team as required.
• Complete and manage client supplier forms.
• Track the progress of the annual audit and coordinate with the appointed auditors and external accountant.

About you

Having worked in a similar role, you’ll display a proven ability to create, implement or update systems that will increase the organisation’s operational efficiency. You are organised and methodical, with an excellent eye for detail and an understanding of bigger picture joined-up systems. You are able to manage and prioritise a busy and diverse workload, with support from your line manager. You’re responsive, approachable, and will have a solid overall understanding of how organisations work at every level.

You are able to operate in a small interdependent team in the heart of the campaigning community where relationships based on trust.

Person Specification

We're committed to creating an inclusive culture where everyone can reach their full potential. We welcome applications from people in underrepresented groups. To ensure that everyone can apply and be part of our recruitment processes, where needed we will make reasonable adjustments to accommodate our candidates.

Please read more here about our commitment to solidarity, equality, diversity and inclusion on our website. 

Experience. We’re interested in experience that’s both job-related or gained through other areas of your life

Essential

• A minimum of 2 years’ experience in a similar role, ideally within the charity sector.

• Extremely organised, with high levels of accuracy and attention to detail demonstrated by excellent record keeping and information management skills.

• Excellent written, interpersonal and communication skills

• Excellent project management skills, with the ability to manage your own workload effectively, maintain flexibility and take the initiative when required.

• Good financial literacy, with a working knowledge of budgets and finance systems.

• Experience of supporting charity Boards and working with trustees, preparing papers, accurate minute taking, overseeing action logs and responding to enquiries. And a working knowledge of charity governance requirements and reporting.

• Experience of leading recruitment processes including creating job packs, promotion, shortlisting and communications to applicants throughout the cycle.

• Experience of drafting, reviewing and implementing organisational HR policy and procedures (HR expertise is provided by an external provider) and working with HR systems (we use Breathe HR)

• Basic training in risk management with experience of writing and implementing risk assessments.

• Good understanding of organisational health and safety requirements, including safeguarding and the knowledge and confidence of how to seek further advice and information when required.

• Experience of negotiating with and supervising third-party suppliers and contracts.

• Excellent IT skills with ability to use Microsoft Office to a high level and support others to do so.

• Experience of general administrative support including logistics, travel and events.

• Experience in CRM database management, preferably Salesforce, and a proven ability to handle and analyse data, and produce reports.

• A commitment to SMK’s mission, values and strategic objectives outlined in our strategy Change is Possible.

Desirable

• Background and/or interest in campaigning and social change
• Experience of accountancy software, preferably Quickbooks
• Experience of working in a small hybrid organisation

ABOUT THE ROLE

The Fundraising and Marketing Assistant will play a pivotal part in advancing Off The Records (OTR) fundraising and marketing strategies. As OTR continues to grow, this position will be instrumental in expanding our online presence and ensuring we connect with a broad audience, including young people, families, professionals, and supporters of our mission. It’s an ideal opportunity for someone who is both creative and analytical, skilled in producing compelling content and using data to amplify digital impact. This role would suit someone who ideally has previous charity experience, can take initiative, think proactively, and confidently manage projects independently – qualities that are especially important in our small, dedicated team.

You’ll work on a wide range of projects, creating engaging content that aligns with OTR’s brand and values across our website, social media, and email campaigns. This includes developing multimedia content (including graphics, videos and blogs) to promote our work and highlight our impact in the local community.

From a fundraising perspective, you will support our fundraising activities and ensure efficient administration using the ‘Donorfy’ database. This includes leading on the stewardship of donors and community fundraisers, managing our fundraising CRM database, and working on small and medium-sized trust and grant applications. You’ll also support digital campaigns and new initiatives, to encourage sustained support for our work. You’ll directly help to secure the financial support needed to expand OTR’s services and reach more beneficiaries. In addition, you’ll analyse the performance of our digital channels – interpreting website analytics, social media metrics, and email campaign results – to provide recommendations that enhance our communications strategies and ensure ongoing impact.

This role offers the opportunity to make a meaningful impact within a supportive and passionate team. If you’re a skilled communicator driven by purpose, enjoy creating compelling digital content, building strong relationships with individuals, and using data to inform creative strategies, this could be the role for you.

JOB PURPOSE

The Fundraising and Marketing Assistant will play a key role in implementing OTR’s fundraising and marketing strategies. The role involves planning, creating, curating and managing high-quality digital content across our website, social media platforms and email marketing campaigns. Furthermore, you will support key areas of our fundraising strategy, including trust and grant applications, horizon scanning and ensuring excellent fundraising administration across all areas of activity.

This position is instrumental in supporting the Head of Fundraising in developing and strengthening OTR’s income streams and increasing awareness of OTR’s services through effective communications. 

SPECIFIC ROLE DUTIES

Supporting the fundraising strategy

• Support OTR’s donor and community fundraiser stewardship, through excellent communication and effective relationship management.

• Support the implementation of fundraising communications across channels.

• Support with small to medium size trust and grant applications, including horizon scanning.

• Support the stewardship of small and medium-sized trusts and foundations including scoping, applications, reporting and funder management.

• Create engaging content and campaigns to drive income generation.

• Help build the small pool of regular donors.

 

Website and CRM maintenance

• Work with OTR’s Head of Fundraising, Administrative Team Leader and web developer to update and enhance the OTR website.

• Monitor website performance, user engagement and SEO trends, suggesting and

implementing improvements to enhance user experience and visibility.

• Ensure our CRM (Donorfy) is utilised effectively to record, monitor and report on fundraising activity and income.

Social media

• Work collaboratively with the team, to contribute to OTR’s social media presence, by creating and scheduling engaging, accessible, and informative content that resonates with our audience and supports OTR’s mission.

• Identify new opportunities to grow OTR’s social media reach, building awareness of our services, fundraising and outreach work.

• Regularly report on social media performance, using insights to inform future content and strategy.

• Utilise paid ads to support activity, where relevant.

Email marketing

• Manage the planning, creation, and delivery of OTR’s quaterly email marketing campaigns, including newsletters, fundraising initiatives and service information and signposting.

• Ensure all email communications are engaging, well-structured, and in line with OTR’s brand and tone of voice.

• Assist in the promotion of key OTR events.

• Manage and grow OTR’s email marketing lists, ensuring they are up to date and GDPR compliant.

• Track and analyse the performance of email campaigns, providing reports and insights to the Head of Fundraising.

Content creation

• With support from the Youth Participation Officer and Youth Board, create engaging, accessible, and informative content for OTR’s digital channels, including the website, social media and email marketing.

• Develop multimedia content (for example, videos and graphics) to enhance OTR’s

communication methods and increase engagement.

• Contribute to blogs, news articles and case studies that highlight OTR’s work, impact and achievements in the sector.

Brand and tone of voice

• Ensure that all digital content aligns with OTR’s brand, tone of voice and style,

maintaining a cohesive and recognisable identity across all platforms.

• Promote OTR as the leading place to turn to for support, ensuring that our content

reflects our professionalism, reputation and expertise.

Analytics and reporting

• Use analytics tools to track the performance of OTR’s digital communications, including website traffic, email engagement and social media reach.

• Provide regular reports on digital performance to the Head of Fundraising, including insights and recommendations for improvement.

• Provide regular reports from the CRM and other online fundraising platforms to the

Head of Fundraising.

Promote

• Promote OTR as an exceptional and specialist charity.

Equality and diversity

• Promote good equality practice and play a key role in ensuring equality of opportunity in the workplace.

• Observe all relevant law relating to equality of opportunities.

• Encourage a working atmosphere where everyone is treated with dignity and respect.

Any other duties

• The post-holder will work collaboratively with all OTR Trustees, staff and volunteers to provide a seamless service.

• Any other duties commensurate with the post.

Ready for your next step in fundraising?

If you’ve already had a taste of fundraising, marketing, or client services and you’re looking for an opportunity where you can learn quickly, elevate your career and help charities make a bigger impact, we’d love to hear from you.

At Pebblebeach, we're a boutique fundraising agency based in Brighton, helping brilliant charities raise more money so they can change more lives. For over 18 years, we've chosen to stay proudly boutique, building long-term relationships with our clients and creating a workplace where everyone knows each other, everyone's ideas matter and people genuinely enjoy coming to work.

Thanks to growing demand from our clients, we're expanding our team and looking for someone who shares our passion for great fundraising and wants to grow alongside us.

Why join us?

This isn’t your typical fundraising support role.

Working alongside our experienced fundraising consultants, you’ll gain hands-on experience across fundraising campaigns, client relationships, business development, marketing, project management, CRM and AI-powered ways of working.

As Pebblebeach grows, we hope you will too. We’ll support your development through mentoring, practical experience and a targeted training, giving you the opportunity to build a career in fundraising.

What you’ll be doing

You’ll play a key role in supporting our team and our charity clients by:

· Coordinating fundraising campaigns and consultancy projects.

· Supporting new business, proposals and client relationships.

· Delivering marketing activity and communications.

· Managing our HubSpot CRM and keeping data accurate.

· Researching fundraising opportunities and preparing presentations.

· Helping improve our systems, processes and use of AI.

No two weeks are the same - we are constantly learning, innovating and adapting - and that’s how we like it!

Who we’re looking for

You’ll probably have around 6–12 months’ experience in fundraising, marketing, customer service, client services, sales, administration or another office-based role.

More importantly, you’ll be someone who is:

· Curious, organised and eager to learn.

· Great with people and a confident communicator.

· Happy juggling different projects.

· Passionate about helping charities succeed.

· Looking for a long-term career where you can grow.

What you’ll get

· Mentoring from experienced fundraising professionals.

· Exposure to every part of a fundraising consultancy.

· A targeted training and development.

· Hybrid working from our Brighton office.

· A genuinely supportive, collaborative team.

· Great coffee, too many biscuits and the occasional visit from our office dogs.

A note about applying

As a people-centred business, we believe recruitment should be personal.

We won’t use AI to screen or shortlist applications—every application will be read by a real person.

In return, we’d love you to write your application yourself rather than relying on AI. We’re much more interested in hearing your voice, understanding what motivates you and getting a sense of who you are than reading something perfectly polished.

If you’re invited to interview, you’ll meet people who genuinely care about people, and we’ll communicate with every candidate we interview throughout the process.

How to apply

Please visit the Pebblebeach Fundraising website to read more about the role and download an application form.

Closing Date: 12pm Friday 31st July

Interview Date: Thursday 6th August

Bring your curiosity, your enthusiasm and your own voice. We’ll bring the support, the opportunities and the chance to build a rewarding career helping charities make the world just that bit better.

Location: Westminster, London

Contract: Permanent, Part-time

Salary: £33,376 per annum for 32 hours per week over 4 days, based on an FTE salary of £41,720 per annum (NJC Scale Range 27–29) inclusive of London Weighting, pension and other benefits. 

Hours of work: This is a flexible role of 32 hours per week, over 4 days (8hrs per day)

Annual leave: 35 days including bank holidays / Statutory Holidays (pro-rata for part time)

Closing Date: Monday 10th August 2026

JOB PURPOSE

This is a pivotal role within The Passage’s Fundraising Team, created to help support the transformation of our supporter data systems and ensure we become a more data informed, insight driven organisation and fundraising team. You will be the main contact for the fundraising CRM working with the fundraising team and other teams within The Passage such as finance and IT to ensure the smooth running of all systems and processes.

As the dedicated data and CRM Manager for Fundraising and Communications, you will support colleagues with reporting, analysis, campaign set-up and selections, and data strategy. Your work will ensure our data is accurate, accessible, and GDPR-compliant, enabling smarter decision-making, improved supporter journeys, and to help grow income. You will also be working with the Marketing and Communications team to implement email soft opt-in for our supporters. This is a unique opportunity to shape how we use data to engage, retain, and grow our supporter base at a time of exciting change. 

MAIN DUTIES 

1. Fundraising CRM Project Leadership 

• Manage and maintain the current Salesforce system, ensuring it remains functional, accurate, and fit for the purposes of stewarding donors and maintaining accurate records of donations 

• Act as the day-to-day lead for the CRM system within the Fundraising and Communications team, ensuring it meets team needs and supports strategic goals. 

• Document workflows, integrations and processes to ensure the long-term sustainability and usability of the system for vital processes such as donation processing and gift aid 

• Work with IT and the fundraising team to evaluate onboard 3rd party platforms to support fundraising initiatives. Ensure any changes are approved with senior stakeholders and documented.

• Be a custodian of GDPR within the Fundraising team and be the main point of contact with The Passage’s Data protection lead and ensure all policies and procedures are up to date and in line with current fundraising regulations. 

2.CRM and Data Management 

• Work collaboratively with the IT team and procurement team as the fundraising representative to recommend improvements to the current CRM and any other related projects. 

• Maintain and improve the quality of supporter data through regular cleansing, deduplication, and tagging to ensure accuracy and GDPR compliance. 

• Ensure ongoing system performance and data integrity by embedding data hygiene routines and best practices. 

• Work with the Finance team to support integration between the CRM and finance systems for seamless donation and income reporting. 

• Working with data flows and setting up integrations, ensuring the system runs smoothly on an ongoing basis, making updates, troubleshooting issues whilst maintaining data consistency. 

• Work on system migrations and leading on maintaining proper process structures and documentation during those transitions. Keep track of installed packages, security keys, and their passwords and related administrative processes. 

• Be responsible for all data imports from our 3rd party platforms, ensure that data is uploaded in line with regular upload schedule in an accurate manner. 

• Work with the Marketing and Communications team to help implement soft opt-in 

• Manage one database volunteer to complete database tasks. 

3. Data Selections, Segmentation and Campaign Support 

• Collaborate with the Fundraising team to perform targeted data selections for appeals, newsletters, stewardship journeys, and events. 

• Develop and maintain segmentation structures and logic to support personalised supporter journeys and strategic targeting. 

• Work closely with the Marketing and Communications team to provide campaign-ready data for fundraising, advocacy, and engagement activities. 

4. Reporting and Insight 

• Design, build, and maintain dashboards and reports that provide real time insight into fundraising performance, donor behaviour and campaign results. 

• Create and deliver regular and ad hoc fundraising analysis to inform strategic decisions and performance tracking. 

• Proactively identify opportunities to improve donor retention, upgrade journeys and lifetime value through data driven insight. 

5. Cyber Security 

• Work closely with the IT team to manage security/GDPR of the Fundraising crm 

• Develop knowledge in this area and undertake training as required. 

6. Other Duties: 

• Provide ad-hoc administrative support to the Fundraising and Communications team. 

• Support and attend fundraising events as required. 

GENERAL RESPONSIBILITIES 

• Stay up to date on policies/news/regulations relating to the role 

• Work with the Supporter Engagement Officer on shared tasks and provide reports as required and troubleshoot any issues 

• Proactively flag any data integrity issues with Line Manager and help develop action plans as required. 

• Participate in internal/external meetings as required, and attend training events, conferences and other functions as necessary. 

• Participate in regular supervision and annual appraisal and help in identifying your own job-related development and training needs. 

• Ensure that all The Passage’s policies and procedures are adhered to and contribute to the effective implementation of The Passage’s Diversity and Equality Policy as it affects both The Passage and its work with vulnerable adults. 

• At all times, undertake your role in a professional manner maintaining a high-quality standard of work, and to always work in accordance with the aims, values and ethos of The Passage and uphold standards expected by The Fundraising Regulator 

• Undertake any other duties that may be required which are commensurate with the role. 

• In conjunction with your Line Manager, continuously develop the role to ensure that all tasks are being undertaken in an effective and appropriate manner which meets the strategic aims and objectives of The Passage. 

Note: This Job Description summarises the main responsibilities of the role at the time of writing. As the organisation and digital activity continue to develop, the role may evolve in consultation with the postholder. 

Person Specification:   

This person specification sets out the essential abilities and qualities which are used in the selection criteria for the post. When completing your supporting statement please address criteria E1 to E10 and K1 to K9, giving evidence of your experience and abilities and demonstrating your understanding and knowledge.

EXPERIENCE 

E1 Experience of using a database to accurately enter and manage data

E2 High level skills related to data management and handling

E3 Working extensively with Fundraising CRM system

E4 Implementing policies and procedures

E5 Running reports and analysing data.

E6 Understanding of data protection and GDPR principles

E7 Working with Salesforce, ideally with Administrator certification. (Desirable)

E8 Experience supporting or leading database/system improvement projects, including implementation or migration (Desirable)

E9 Experience of onboarding 3rd party platforms with GDPR compliance and collaboration with IT

E10 Experience of working in the charity sector (Desirable) 

KNOWLEDGE 

K1 Ability to prioritise and organisational skills, remaining calm under pressure

K2 Team working skills with a positive and collaborative approach.

K3 Interpersonal and communication skills, both verbal and written.

K4 Standards and procedures for payment card processing, electronic payments (e.g. BACS, bank transfers), banking and handling cash securely.

K5 Individual giving and/or other types of fundraising.

K6 Up to date knowledge of GDPR compliance and soft opt-in

K7 Relevant regulations, legislation and professional codes of practice.

K8 IT proficiency, especially Excel, Word and Outlook. 

About the role

SMK is at an exciting moment in its history with a newly launched strategy Change is Possible 2026 -2028, a recently appointed permanent Chief Executive this year and a new Chair. The refreshed vision and mission of SMK is both ambitious and needed in our drive to support campaigners across the UK.

Digital engagement is evolving, and fast, so that is why we’re looking for a creative, experienced, strategic and data-driven Digital Marketing Manager to lead, develop and grow our digital presence across multiple channels. You'll manage and support our digital ecosystem, including social media, website development, email communications and digital advertising, ensuring every channel delivers measurable results.

Working closely with the Head of Marketing and Communications and the Training and Consultancy team, you'll be responsible for creating engaging digital content that inspire audiences, strengthens our brand and supports the communications and digital function at SMK. Importantly, you have the experience to successfully promote and drive sales of our training programmes through digital marketing techniques to optimise performance.

About You

You are passionate about the power of people to create social change and are motivated by SMK’s mission. You enjoy working collaboratively and thrive in a flexible, fast-paced environment where you can take initiative and adapt to changing priorities.

You are organised, proactive and solutions-focused, with a willingness to learn and develop your skills. Comfortable managing your own workload, you bring curiosity, creativity and a commitment to using insights, innovation and new technologies to help maximise impact.

The specific skills, knowledge and experience required to thrive in this role are set out in the Person Specification.

Job description

Marketing

• Social media management including the creation of a data led strategy and implementation plan for SMK’s channels.
• Manage the planning, creation, and scheduling of multiple marketing projects, ensuring the ‘SMK voice’ through tone and brand is implemented across digital channels.
• Create the vision for the annual SMK National Campaigner Awards social media approach and manage the roll out.
• Write compelling and impactful content for SMK’s digital channels.
• Create graphics and video content for digital channels using Canva.
• Manage paid digital ads (LinkedIn, Google Ads).
• Support the crafting and implementation of email marketing via Mailchimp including audience segmentation.
• Support the audience development strategy including research and data management.
• Identifies opportunities to increase sales (bookings for training/ events), growing reach and engagement.
• Support the development and implementation of a content strategy.

Website

• Support the Head of Marketing and Communications with the relaunch of a new website in 2026/2027.
• Lead on how AI is affecting search (SEO/GEO) and what SMK’s website needs.
• Monitor and translate website performance using analytics tools (e.g. Google Analytics).
• Implement and manage on-page SEO/ GEO best practices (keywords, metadata, content optimisation).
• Identify opportunities to improve search visibility and organic traffic.

Data, Insight & Reporting

• Monitor, analyse, and report on digital marketing performance.
• Use data to continuously optimise marketing activity.
• Provide insights into audience behaviour and trends.
• Database management, including cleaning and updating records.
• Support the implementation and management of the CRM (Salesforce).
• Undertake relevant training when required.

Other

• Undertake any other duties commensurate with the purpose and remit of the post.

Please read the attached job pack for details about the person specification. 

The Academy of Medical Sciences is seeking a Finance Officer to be responsible for ensuring that all transactions are accurately recorded on a timely basis for the Charity and its trading subsidiary, using the Academy’s finance system, and related databases.

As Finance Officer, you will provide accurate and timely information to enquiries from a range of stakeholders, including - but not restricted to - staff, fellows and external suppliers.

The responsibilities of the post include:

Accounting on Finance System:

• Maintain the accounting records (purchase, sales and nominal ledgers) of AMS and AMSTL on the finance system (Iplicit) and assist with the reconciliation of control accounts and production of the monthly trial balance.
• Prepare monthly standard journals (accruals and prepayments) to produce the trial balance and work with the Financial Accountant to provide other period end journals as required.

Purchase ledger:

• Maintain the purchase ledgers of AMS and AMSTL by inputting purchase invoices and expense claims by onto Iplicit and processing payments by BACS (Lloyds Commercial).
• Assist staff with queries about expenses and purchase invoices.
• Ensure that authorisation limits are followed via purchase orders and maintain purchase order log.

Sales ledger:

• Prepare sales invoices for the Academy as necessary under terms of funding arrangements, liaising with relevant teams.
• Monitor and maintain fellowship records, ensuring subscription fees are invoiced and timely and deal promptly with any fellowship finance queries.
• Monitor and ensure all income and donations are correctly reflected on Iplicit and CRM system and that information is shared with the relevant departments.
• Liaise with the contract caterers Searcys on a regular basis to confirm sales on trading company, assisting with queries where needed.
• Upload sales information from the conference database Rendezvous to the finance system and reconcile monthly.
• Monitor receipts against invoices and assist with credit control to minimise the amounts owed by debtors to AMS and AMSTL.
• Support the FORUM staff group regarding invoicing and provision of information regarding receipts and credit control.

Cash management:

• Prepare banking details and bank any income received at the Academy offices on a regular basis.
• Post AMS and AMSTL bank receipts and payments onto Iplicit, preparing bank reconciliations in the finance system.
• Assist the Financial Controller with cash management, including looking at ways to improve the integration of the finance system with the online banking platform to increase automation of bank transactions.

Management accounts and year end:

• Assist with the preparation of monthly budget holder reports and help with queries about variances.
• Assist in preparation of year end accounts and work with the Financial Controller in producing documentation for audit.
• Ensure that all transactions are entered onto with the correct VAT code and assist the Financial Controller in the preparation and submission of VAT returns for the Academy.

Other:

• Provide cover for other Finance Officer
• Support staff who are running meetings and events by providing information on expenditure and income, preparing sales invoices, and assisting with credit control.
• Support the Head of Finance in the continued optimisation of Iplicit.
• Other tasks within the level of the role, and as requested by the Financial Controller, including support of work for the annual audit.

Requirements

Skills and abilities:

• Educated to at least A level or equivalent experience.
• Proficient in use of finance systems.
• Demonstrable Excel skills & sound working knowledge of other Microsoft applications and database packages.
• Excellent communication skills (verbal & written).
• Strong organisational skills.
• Attention to detail.
• Excellent numeracy.
• Taking accounts to Trial Balance.
• Experience of charity accounting.
• Experience of Iplicit.
• Knowledge of partial VAT recovery would be an advantage.

Competencies:

• Manages self effectively to prioritise and deal with competing demands.
• Treats people fairly and with respect.
• Understands the need to prioritise and manage time to achieve tasks.
• Takes pride in work and is personally motivated to achieve high quality standards.
• Asks relevant questions to clarify understanding.
• Seeks, and is open to, value-adding improvements for day-to-day processes.
• Willing to work with other teams and understands the benefits of collaborative working.

Benefits

We provide our staff with a comprehensive benefits package outlined as follows:

• Generous pension scheme with flexible contributions – we contribute between 8% - 13% of your gross salary (with employee contributions of 3% - 8%).
• Life assurance at three times your salary.
• Hybrid and agile working.
• 26 days annual leave, plus Christmas closure days and bank holidays.
• Buy and sell leave.
• Family-friendly policies including enhanced maternity and paternity leave (subject to a qualifying period).
• Complimentary subscriptions to Headspace and Classpass to support your physical and mental wellbeing.
• Support through tailored learning and development.
• A range of enhanced benefits become available once you’ve completed your probation period.

For more information and to apply, please visit our careers page via the apply button.

Closing date: Sunday, 26 July 2026.

Interview date: w/c 27 July 2026.

Please note that we may close this vacancy earlier than the stated deadline if we receive a high volume of suitable applications. We therefore encourage you to submit your application at the earliest opportunity.

We request no contact from recruitment agencies regarding this post. We do not accept speculative CVs from recruitment agencies.

About Us

UKATA is the leading professional body in the UK for those learning and practicing Transactional Analysis (TA). Founded in 1974, UKATA has grown into a vibrant community of over 1100 members, from curious learners to advanced practitioners, all dedicated to the growth of TA theory and practice. UKATA is an organisational member of the UK Council for Psychotherapy (UKCP) and the European Association of Transactional Analysis (EATA).

The Opportunity

This is a key operational role at the heart of UKATA. You’ll combine day-to-day operational coordination with responsibility for agreed projects and organisational improvements. You’ll also support members, governance, communications and events, working closely with the Managing Director, contractors and volunteers to help deliver an excellent experience for our members.

No two days are the same. One day you might be coordinating an online event, updating our website or producing reports from our membership management system to support decision-making. The next you could be designing an internal process, supporting our National Conference or leading a new organisational project.

What You'll Do

• Play a central role in the smooth day-to-day running of UKATA and helping improve how we work
• Lead key projects to improve systems, processes and the member experience
• Support members, governance and UKCP registration processes
• Maintain and develop our CRM, website and digital systems
• Help deliver communications, events and member engagement
• Work closely with trustees, volunteers and contractors to support the organisation
• Build relationships with members, registered training providers and other stakeholders

About You

We’re looking for an organised, proactive and collaborative professional to join our small team – someone who:

• enjoys bringing structure to a busy and varied workload
• is proactive and confident using their initiative
• likes turning ideas into practical action
• builds positive working relationships with a wide range of people
• communicates clearly and professionally
• enjoys balancing day-to-day administration with longer-term projects and improvements.

What We Offer

This role offers the chance to work with a respected organisation while making a genuine difference to our members and the wider TA community. You'll have:

• Flexible, remote working arrangements, with regular UK travel
• A varied role with genuine ownership and opportunity to shape how we work
• A supportive, collaborative team, working closely with members and volunteers across the UK
• Ongoing learning and professional development
• Employer sick pay scheme
• Employer pension contribution
• Reasonable travel and accommodation expenses for work-related travel.
• 33 days annual leave per annum (FTE), including bank holidays

Location and Working Hours

This is a home-based role with flexible remote working arrangements. Regular travel across the UK is required to support conferences, trustee and committee meetings, planning days, and other organisational activities. On average, this is expected to be around once a month, although the level of travel will go up and down, with some periods busier than others. Reasonable travel and accommodation expenses will be reimbursed in line with UKATA policies.

We are looking for someone who can work 30 hours across at least four days a week, primarily during normal weekday office hours. Some flexibility will be required to attend occasional evening meetings and weekend events.

Salary

The full-time equivalent salary for this role is £40,000. The pro rata salary is £32,000. 

THINK is expanding our Data function and looking for find a Data Consultant who can help achieve that growth.

THINK Data is the specialist data function of THINK, working exclusively in the charity and not-for-profit sector. We combine deep sector knowledge with hands-on technical expertise across three core areas: data health, analytics and insight, and CRM system challenges. 

Led by the Director of THINK Data, the team covers key elements of data strategy with charity clients to help them get more from their data and make better decisions. Discovering the challenges around the infrastructure of systems, processes and insight capability charities need to make data work harder for their mission. The Director leads on new business generation, team development, innovation in data products and thought leadership across the sector. Part of that innovation is exploring the best ways to use AI in how we work and how we advise clients, taking a considered and human approach. 

The Data Consultant role centres on data discovery and consultancy - working with charity clients to understand their data challenges and shape practical roadmaps for change. Alongside this you will contribute to client delivery, own key internal systems, and help develop new products and services. 

This is an opportunity to grow. We are looking for a driven, ambitious individual with a background in charity fundraising and experience in data analysis and management, who is ready to take a step up into consultancy. The role offers a clear path to develop from Data Consultant to Senior Data Consultant, with the potential over time to progress towards Data Director. The right person will help shape the future of THINK Data and grow as the function grows. 

To apply please follow the guidance in the Candidate Pack. Informal calls with Steve White, Director of THINK Data or Matt Smith, Managing Director of THINK are available upon request. 

Lead the launch of the UK's first Refugee Employment Marketplace and help transform how displaced people connect with jobs, employers and employment support.​ This is a remote, home-based role for candidates currently based in Wales. 

The Refugee Employment Network (REN) is the UK's national network dedicated exclusively to refugee employment. We bring together employers, charities, local authorities, government and refugee-led organisations to improve employment outcomes and create a more inclusive labour market.

About the role

We are seeking an experienced Digital Product Lead to lead the implementation, rollout and continuous improvement of the Refugee Employment Marketplace and wider digital systems across the Refugee Employment Network.

The Refugee Employment Marketplace is a digital platform connecting displaced people in the UK with jobs, employers and employment support.

Working closely with developers, partners and users, you will help ensure the Marketplace is successfully implemented, accessible, adopted and scaled across Wales and the wider REN network. We're looking for someone who enjoys turning ideas into practical solutions, building partnerships and using digital to create social impact.

Purpose of the Role and Key Responsibilities

1. Digital Product Development & Delivery

· Lead the implementation, customisation and continuous improvement of the Refugee Employment Marketplace to meet REN’s organisational goals and user needs.

· Work with external platform providers and developers to coordinate product delivery, customisation, timelines and ongoing improvements.

· Build and maintain project plans, documentation and delivery processes to support successful implementation and rollout.

· Coordinate platform testing, user feedback and troubleshooting to improve functionality, accessibility and user experience.

· Support the integration of REN’s wider digital systems, including website and CRM.

2. Co-design & Partnerships

· Convene and coordinate REN’s Digital Advisory Group to inform the design and continuous improvement of the Refugee Employment Marketplace.

· Facilitate focus groups, user testing and feedback sessions with refugees, employers, charities, local authorities and employment advisers to improve platform design, accessibility and user experience.

· Ensure experts by experience are meaningfully involved in shaping and testing the platform.

3. Platform Rollout, Training & User Support

· Lead the rollout and adoption of the Refugee Employment Marketplace across Wales and the wider REN network.

· Develop onboarding processes, training and guidance materials  to support effective use of the platform.

· Act as the first point of contact for user support, including account setup, login support, troubleshooting and user journey guidance.

4. CRM, Website & Digital Infrastructure Management

· Lead the scoping, procurement and implementation of a new CRM system

· Oversee the integration and continuous improvement of REN’s website and wider digital systems to ensure they are integrated and accessible. 

5. Data, Reporting & Digital Compliance

· Lead on data protection, GDPR compliance and digital security across REN’s digital platforms and systems.

· Maintain accurate, secure and effective data management practices, including user records, permissions and data quality.

6. Marketplace Growth, Sustainability & Impact

· Build relationships with employers, industry bodies and strategic partners to grow platform adoption, secure opportunities and strengthen the value proposition of the Marketplace.

· Support the matching of displaced talent to jobs, opportunities and employment support, including manual interventions where needed to improve outcomes and user experience.

· Track and report on employment outcomes, employer engagement and platform impact to inform growth, improvement and sustainability.

Person Specification

We recognise that no candidate is likely to meet every criteria listed below. We encourage applications from people who can demonstrate the skills, knowledge and potential to succeed in this role, even if they have gained their experience in different sectors, countries or through voluntary, community or lived experience.

We welcome transferable skills and experience gained through paid work, voluntary roles, community leadership or lived experience, in the UK or internationally.

Essential

Digital Product & Project Management

· Experience managing or supporting the development, implementation, rollout and continuous improvement of digital products, platforms or technology-enabled projects.

· Experience managing external developers, contractors or digital suppliers to deliver digital products or systems.

· Strong organisational and project management skills, with the ability to work independently, use initiative and manage competing priorities.

·Ability to support the implementation and adoption of new digital products, platforms or systems.

Partnerships & Training

·Currently based in Wales, with the ability to build relationships and engage with employers, partners and stakeholders across the country.

·    Strong relationship-building skills, with experience developing partnerships and growing engagement with employers, charities, government or sector organisations to support the adoption and growth of a digital product, platform, project or service.

·Ability to facilitate workshops, focus groups or training sessions to support the adoption of digital tools or systems, or equivalent transferable experience.

·Ability to communicate digital information clearly to non-technical audiences through training, onboarding and user support.

Digital Systems & User Support

· Experience developing, managing or supporting digital platforms, CRM systems, websites or other online tools.

· Ability to provide day-to-day user support, including onboarding, troubleshooting and helping users engage confidently with digital platforms.

· Understanding of user-centred design, accessibility and digital inclusion.

Data and Compliance

· Experience using data, analytics or reporting to inform digital improvements and decision-making.

· Understanding of GDPR, data protection and digital security best practice.

Values & Commitment

· Commitment to REN’s mission and passion for improving refugee employment outcomes, equity and inclusion.=

Desirable

· Lived experience as a refugee, asylum seeker, displaced person or migrant, or direct experience of the UK immigration or asylum system.

· Experience of CRM procurement, implementation or data migration.

· Knowledge of refugee employment barriers and the wider migration or asylum landscape in the UK.

Equity and inclusion at the Refugee Employment Network

The Refugee Employment Network values equity, diversity and inclusion in our workplace and we encourage applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity status, or socio-economic background.

We are committed to building a team that reflects the communities we work with. We particularly welcome applications from people who identify as experts by experience and recognise the valuable insight that lived experience of forced displacement, migration and the UK asylum and immigration system brings to our work. Please note that candidates must have the right to work in the UK.

We respect that people’s identity is not defined by their past experiences and do not expect candidates to describe their lived experience during the application or interview process unless they wish to do so.

How to apply

Application, CV and Cover Letter

To apply, please complete the application Type form by 5pm on Sunday, 9 August. You will be asked to upload your CV and a cover letter (no more than 2 pages) when completing the Typeform application. Link in the JD. 

In your cover letter, please outline how you meet the criteria listed above and how your experience is relevant to the role. We encourage you to apply even if you do not meet all the requirements listed in the person specification. We value experience from both paid and voluntary roles, in the UK or overseas, and encourage you to demonstrate your passion for the role, as well as the unique perspectives and skills you bring.

Individual Giving Officer 

Working Hours: Full time, 37.5 hours per week, Monday to Friday with some evenings and weekend work 

Term: Six-month FTC, with possibility of extension 

Location: Loughborough Junction, London. Hybrid working, three days required in the office or at one of our hospital sites. 

Salary: £29-31K dependent on experience 

How to apply: Please use our online application form to apply, upload your CV and a one-page cover letter outlining how your experience meets the requirements for this role.  

Interviews: Applicants will be shortlisted for interview on 27th July. First round interviews will be held online on 30th July. Final candidates will be invited to an in-person interview w/c 3rd August.  

King’s College Hospital Charity

King’s College Hospital Charity aims to improve the experience of patients, family and friends at King’s. We work closely with the teams who care for patients and aim to make a difference by funding projects that enhance every aspect of health care. We support initiatives that improve health, work that helps to prevent people from becoming ill, and projects designed to improve diagnosis, treatment and care. It’s important to us to support the day-to-day work of the hospitals and deliver practical benefits by raising money for cutting edge equipment and facilities, innovative research, pioneering treatment and staff development and support. 

Our Values

We are proud of our Charity values: they are our fundamental ethics and principles that underpin everything we do at King’s College Hospital Charity. These values are not simply words on paper. We all aim to live them and make them real every day. By bringing them to life, making our decisions and behaving with them in mind, we create a dynamic and supportive culture that reflects the Charity that we are.  

We are caring and supportive; we are ambitious; we are innovative and creative; we are collaborative; we have integrity.  

The Role

Our Individual Giving programme is central to our fundraising strategy to increase our unrestricted, sustainable income. This is a key role in supporting the Individual Giving Manager to recruit and steward donors across a range of channels including face-to-face, telemarketing, direct mail and digital. You will have the opportunity to work across multiple programmes including regular giving, lottery, cash appeals, in-memory and legacy, as well as to play a key role in our matched funding Christmas campaign. This role will help to meet or exceed our annual targets which will help us provide the best care for patients, staff and loved ones at our hospitals. 

Key Tasks 

• Help to co-ordinate our match funded Christmas Campaign 
• Using evidence-based insights, support with the planning and implementation of several integrated direct marketing campaigns across a range of channels including direct mail, email, social, display advertising and newsletters including managing suppliers on concept creation, oversight of copy and creative and delivery schedules. Work with the IG Manager on performance analysis and learnings to enable enhancements and improvements  
• Support the IG Manager in the set up and operational management of our face-to-face fundraising campaigns for regular donor and lottery player recruitment. Including invoice processing, complaint handling, site management and training for third party fundraising teams  
• Work with the other IG Officer to optimise and improve our regular giving and lottery stewardship journeys. This will include researching and proofing content, engaging with supporters and looking for opportunities to cross-sell 
• Being proactive in writing up process documents and maintaining documents for Individual Giving Team  
• Day-to-day point of contact with external agencies including face-to-face agencies, creative agencies, printers and fulfilment houses  
• To support the Head of Supporter Engagement with the development of a legacy marketing programme 
• Support with the stewardship of our in-memory donors, including donors who set up tribute pages on MuchLoved 
• Work with hospital staff and stakeholders to gather content, encourage fundraising and manage our contactless stations  
• Work with our Supporter Services Team to monitor and action all feedback, speaking with supporters over the phone and via email, and properly recording supporter interactions on our database 
• Work with the Fundraising Operations team to open fundraising post and log cash, card and cheque donations 
• Send out stewardship materials to supporters from the office 
• Support the C&E Manager with fundraising event and donor stewardship as required 
• Work with the Communications Team to develop internal messaging for the Charity and King’s College Hospital NHS Foundation Trust  
• Work with the Finance Team to process invoices and ensure activities are properly coded 

Charity systems & compliance responsibilities

As an employee of Kings College Hospital Charity, you have an obligation to observe the policies and standards of the Charity together with all relevant statutory and professional obligations, the significant ones of which are: 

• Maintain up-to-date knowledge on sector and market trends, the legal environment and compliance with regulatory requirements  
• You have a general duty of care for the health safety and well-being of yourself, work colleagues’ visitors and patients within the hospital site in addition to any specific risk management responsibilities associated with this post  
• You must maintain strict confidentiality of personal information relating to patients, donors, Trustees and staff and maintain the confidentiality and security of all charity data and records  
• You are responsible for complying with the Charity’s policies and procedures  
• You are responsible, with management support, for your personal development and should actively contribute to the development of colleagues and staff 

Other

It is the nature of the work in a small charity team that tasks and responsibilities are diverse and varied. All staff are expected to work in a flexible way and on occasion to undertake tasks that may not be specifically covered in their job description or are outside of office hours. This job description is intended as a guide and is not intended to be definitive or restrictive. It is expected that some of the duties will change over time, and this description will be subject to review in consultation with the post-holder. 

Skills & Experience

• Excellent organisational skills and attention to detail (Essential) 
•  Excellent written communication skills (Essential) 
•  Competent in Microsoft Office suite, particularly Word and Excel (Essential) 
•  Ability to prioritise work and be proactive when working on multiple campaigns (Essential) 
•  Excellent relationship building and interpersonal skills (Essential) 
•  Experience in one or more of the areas of fundraising listed (Desirable) 
•  Prior experience of stewarding donors and handling enquiries/complaints (Desirable) 
•  Experience of working with third-party agencies to deliver fundraising activities  (Desirable)  
•  Previous experience using a Customer Relationship Management (CRM) Database (Desirable) 

We are seeking a highly organised and proactive Administration Co-ordinator to support the effective operation of our charity. This role will play a key part in developing and a task management system that helps streamline processes, we envisage this platform utilizing AI to help maximise efficiency across the organisation. 
 
Working closely with the CEO and Business Development Co-ordinator and the Executive Support Officer.  The successful candidate will be part of the team providing  high-quality administrative support across the organization. 
 
This is an excellent opportunity for someone who enjoys improving systems, solving problems and providing exceptional administrative support within a purpose-driven organisation. 

 Key Responsibilities 

• Lead the implementation and administration of a task management platform. 

• Work with colleagues to develop processes and procedures within the platform to improve efficiency. 

• Support the exploration and integration of AI to enhance productivity and service delivery. 

• Coordinate and undertake a wide range of administrative tasks to support teams across the organisation. 

• Ensure administrative processes are delivered accurately, efficiently and in a timely manner. 

• Monitor and manage shared inboxes, responding to enquiries where appropriate and forwarding communications to relevant colleagues. 

• Deliver professional, empathetic and customer-focused responses to members of the public and stakeholders. 

• Handle sensitive communication with discretion and professionalism. 

• Maintain accurate records across organisational databases and CRM systems, including Zoho/Bigin. 

• Working with the Data Management and Insight Officer to carry out data cleansing etc. 

• Support compliance with data protection requirements and organisational policies. 

• Proofread external communications, checking grammar, spelling, formatting and functionality of hyperlinks prior to publication or distribution. 

• Process purchase orders and support the administration of invoices in line with organisational procedures. 

• Maintain accurate records relating to financial transactions as required. 
• Assisting with supplier set up.

· Undertake any other duties commensurate with the level of the role. 

This is a new role therefore the job description will change over time as the role develops.

Person Specification - Essential

• Significant experience in an administrative or business support role. 

• Experience of using task management platforms. 

• Experience of managing multiple priorities and meeting deadlines. 

• Experience of maintaining accurate records and databases. 

• Excellent organisational and time-management skills. 

• High level of accuracy and attention to detail. 

• Strong written and verbal communication skills. 

• Excellent customer service and relationship-building skills. 

• Confident user of Microsoft Office applications and digital systems. 

• Ability to learn new software and systems quickly. 

• Proactive, adaptable and self-motivated. 

• Able to work effectively in a remote environment. 

• Professional and dependable approach to work. 

• Able to handle sensitive and confidential information appropriately. 

• Empathetic and able to communicate effectively with people who may be experiencing challenging circumstances, including those affected by abuse. 

 Person Specification - Desirable 

• Experience of implementing or developing administrative systems or processes. 

• Experience of proofreading and quality-checking external communications. 

• Experience of using CRM systems, particularly Zoho or Bigin. 

• Experience of working within the charity, voluntary or not-for-profit sector. 

• Knowledge of AI-enabled productivity or workflow tools. 

• Understanding of safeguarding, equality, diversity and inclusion principles. 

This is an exciting opportunity to play a pivotal role in growing a major donor programme that directly supports life-changing eye care services in the Holy Land. You will work closely with the Executive Director, UK (EDUK) and senior leadership, including the CEO and Trustees, to contribute to the long-term sustainability of a respected and impactful international charity.

As part of a small, ambitious and collaborative UK team, you will play a major role in shaping and developing the major donor programme, building meaningful relationships with supporters and seeing the tangible impact of your work on patients and communities.

The St John of Jerusalem Eye Hospital Group (SJEHG) is a UK-registered charity delivering expert eye care to the people of the Holy Land, regardless of ethnicity, religion or ability to pay. It operates through two locally-registered charities to provide services in East Jerusalem, the West Bank and Gaza.

Finance Officer (Income)
Salary: £36,000 per annum
Hours: 33.75 hours per week (Monday–Friday, 9.15am–5.00pm)
Location: Central London
Working Pattern: Hybrid – 3 days per week in the office initially, reducing to 1 day per week once established in the role
Contract: 12-Month Fixed-Term Contract (Maternity Cover)

Are you an experienced Finance Officer with strong income reconciliation skills and experience working with CRM or membership systems?

We're recruiting on behalf of a well-established professional membership organisation for a Finance Officer to join their collaborative finance team during an exciting period of systems transformation. This is an excellent opportunity for someone who enjoys working with financial data, investigating discrepancies, improving processes and taking ownership of reconciliations.
The organisation supports a large membership base and manages significant volumes of subscription and fee income, making this an ideal opportunity for someone with experience in membership, subscription or recurring income environments.

The Role

This position is predominantly focused on income accounting (70%), with a smaller purchase ledger/accounts payable element (30%).
Working closely with the Finance Leadership team, you will be responsible for managing high-volume income transactions, reconciling data across finance and CRM systems, investigating anomalies and supporting the organisation through a major CRM migration project. This is a hands-on role that would suit someone who is confident working independently, interrogating data, investigating discrepancies and identifying practical solutions.

Key Responsibilities

• Reconcile income across bank accounts, CRM and finance systems.
• Investigate and resolve reconciliation discrepancies.
• Process membership and subscription income.
• Manage direct debit collections, refunds and income allocations.
• Extract, analyse and interrogate CRM data and financial reports.
• Support the migration to a new CRM system.
• Process supplier invoices and support purchase ledger activities.
• Reconcile company credit card expenditure.
• Assist with month-end processes and finance administration.
• Maintain accurate financial and CRM records.
• Support wider finance projects and process improvements.

About You


You will be someone who enjoys working with large volumes of data and can confidently investigate issues, identify trends and propose improvements.
Experience dealing with membership fees, subscriptions, deferred income or similar recurring income streams would be highly advantageous.

Essential Skills & Experience

• Strong experience within an income-focused finance role.
• Significant experience of high-volume bank reconciliations and income reconciliations.
• Experience working with CRM, membership or customer database systems.
• Experience extracting, analysing and interrogating financial data.
• Experience reconciling transactions across multiple systems.
• Sage experience is essential.
• Strong Excel skills, including Pivot Tables and VLOOKUP/XLOOKUP.
• Purchase Ledger / Accounts Payable experience.
• Excellent attention to detail and problem-solving abilities.
• Ability to work independently and manage competing priorities.

Benefits Include

• Hybrid working with office attendance reducing to one day per week once established.
• 25 days annual leave plus bank holidays.
• Generous employer pension contribution.
• Private medical insurance.
• Employee discounts and wellbeing benefits.
• Professional development opportunities.
• Paid volunteering days.
• Supportive and collaborative team environment.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.