Crm database training manager jobs

Overview

The role will provide high-quality administrative, systems, and research support to the Quality Team, enabling consistent quality assurance across the grant-making cycle. The postholder will administer and improve the team’s Salesforce processes and data standards, coordinate key workflows and information management, support the Director of Quality, Quality Assurance Specialist and Impact (MEAL) Coordinator with scheduling and documentation, and deliver defined research tasks and short projects (e.g., into quality assurance approaches, MEAL frameworks, tools and best practice) to strengthen the team’s work.

Key internal relationships: Director of Quality; Quality Assurance Specialist; Impact (MEAL) Specialist; Regional Directors, Programme Managers and Project Officers; ICPO; Finance; Data/Systems owners.

Key Responsibilities

Salesforce administration and systems support

• Administer the Quality/Projects components of Salesforce (and associated tools), including user support, data standards, fields/picklists, basic configuration tasks within delegated permissions, and documentation of processes.
• Maintain data quality rules and routines (validation, required fields, definitions, and guidance) and run regular data quality checks, working with colleagues to resolve issues.
• Produce and maintain reports/dashboards for the Quality Team (e.g., pipeline status, stage-gate progress, approvals, conditions, timeliness, data completeness, and quality metrics).
• Log, triage, and coordinate Salesforce improvement requests, liaising with system owners/IT and supporting user testing and roll-out of updates.
• Create and maintain user guidance (how-to notes, short training materials) to support consistent use of Salesforce and associated quality workflows

Administrative support to the Quality Director and team coordination

• Support the Quality Assurance and Impact (MEAL) Specialists with planning timetables, collating papers, maintaining decision/action logs, and following up actions with stakeholders.
• Prepare and format documents to agreed standards (templates, document control, version control) and maintain an audit-ready filing system in SharePoint (or equivalent).

·Coordinate team processes, including shared calendars, team meetings, process documentation, and communications that help the Quality Team operate consistently.

Research and special projects (Quality assurance, MEAL and learning)

• Undertake defined research tasks to support the Quality Team’s priorities (e.g., QA approaches in grant-making, MEAL frameworks and tools, file review methodologies, sampling approaches, learning loops, and good practice in documentation and audit trails).
• Produce short research summaries/briefings with practical recommendations for the Director of Quality and Specialists, including options, pros/cons, and implications for Barnabas processes.
• Support discreet improvement projects (e.g., updating templates/checklists, improving guidance, piloting a new dashboard or QA tool) and track actions to implementation.

·Maintain a small library of standards, templates, guidance, and reference materials (including MEAL and QA resources) for the team.

Pre-Committee Proposal Scrutiny

·Formal review of all project proposals before submission to the projects subcommittee to improve quality by ensuring:

oProposals are internally consistent;

oProposed solutions credibly meet the identified needs;

oThe response is proportionate and broadly consistent with other Barnabas Aid projects of a similar nature;

oBeneficiary selection is conducted appropriately and can be justified;

oThe proposal is strategically aligned, represents good value-for-money and meets all of Barnabas Aid’s project policies;

oRelevant harms have been considered and mitigated;

oA proportionate M&E approach is in place;

oPrudent but pragmatic financial arrangements (e.g. split into tranches, use of intermediaries) are adopted and justified.

·In conjunction with regional teams, undertake light editing of proposals to improve clarity and correct inconsistencies and typographical errors.

·Document checks to ensure all due diligence activities have been conducted before proposal is put to the subcommittee.

Post-Committee Follow-up

·Track actions provided by committee to ensure projects fully implement committee decisions (e.g. splitting into tranches, reporting requirements, risk management, etc)

·Draft, for regional team’s approval, project approval/project rejection letters to partners, including all relevant provisions for management of the grants.

Compliance, confidentiality, and continuous improvement

• Handle sensitive information responsibly, ensuring appropriate confidentiality, data protection, and information security practices are applied.

·Support the Quality Team to evidence required checks and maintain consistent records across systems and files, raising risks or gaps as appropriate.

Other duties

The above is not an exhaustive list of duties. From time to time, the employee may be asked or required to carry out other additional tasks, or duties, over and above their usual day to day activities. Employees are expected to work collaboratively across the regional team, including providing flexible support and surge cover as needed.

Person Requirement

Essential

·Bible-believing follower of Jesus: Demonstrates a personal commitment to discipleship and growing in faith. In good standing with their Church, actively

participating in its life and community. Committed to affirming and signing Barnabas Aid’s Statement of Faith.

·Educated to degree-level or equivalent, with strong administrative and systems experience.

·Evidence of continuous professional development relevant to administration, data/systems, quality, research, MEAL, or project/grants work

·Experience in a busy administrative role, supporting multiple stakeholders, scheduling meetings, and coordinating actions to deadlines.

·Experience administering or providing ‘super-user’ support for a CRM/database (preferably Salesforce), including maintaining data standards and producing reports/dashboards.

·Experience with document control and shared filing systems (e.g SharePoint), including version control and maintaining audit-ready records.

·Experience undertaking structured research tasks and producing clear summaries/recommendations for non-specialist audiences.

·Highly organised with strong attention to detail; able to manage multiple deadlines and stakeholders.

·Strong systems aptitude: able to document processes, apply data standards, run checks, and support colleagues to use systems consistently.

·Ability to produce clear reports/briefings and summarise research into practical recommendations.

·Confident with Microsoft 365 (Outlook, Word, Excel, Teams, SharePoint) and comfortable learning new systems.

·Discretion and good judgement when handling confidential/sensitive information.

Desirable

·Experience working in the charity, international development, or faith-based sector.

·Salesforce administration training/qualification (or equivalent CRM certification).

·Training in research methods, MEAL, data analysis, or quality/process improvement

·Experience in grants administration, governance support, programme/project support, or compliance-focused roles.

·Experience supporting QA, audit, MEAL, or learning processes (e.g., file reviews, indicator tracking, learning events).

·Ability to build and maintain Salesforce reports/dashboards and/or familiarity with basic Salesforce admin concepts (profiles/permissions within delegated scope).

·Familiarity with MEAL concepts (monitoring, evaluation, accountability and learning) and how they support quality and learning in programmes.

·Understanding of grants governance, restricted funds, and/or donor intent in a charity setting.

·Experience working in a distributed/remote team environment.

Personal Qualities

·Service-minded and collaborative; enjoys enabling others to do their work effectively.

·Proactive and solutions-focused; comfortable addressing issues, prompting actions and following up with colleagues.

·Curious and methodical; able to work independently on research tasks and present findings clearly.

How to Apply

Please apply by submitting your CV and a cover letter demonstrating how your skills and experience make you a good fit for this role and for the mission of Barnabas Aid.

Context

As the Community and Events Fundraising Officer, you will play a key part in ending youth homelessness in Scotland by inspiring people to support Rock Trust.

You will deliver exceptional supporter care and create meaningful experiences for everyone fundraising for us. Although a varied role, your work will follow strong themes – relationship building, spending time with supporters, and working with the Fundraising team; all to make a tangible difference for young people.

You’ll join an experienced and collaborative Fundraising and Communications team and be supported to identify opportunities to grow our community presence, take ownership of our community-led income, and inspire long term supporter loyalty to Rock Trust. In this varied and people-focused role you will meet and present to community groups such as schools, student societies, churches, and voluntary organisations. You may support groups to host their own events, take part in Youth and Philanthropy Initiative projects, or run collections, and you’ll play an important role in improving our supporter stewardship; helping create meaningful ways to connect with, and thank, our supporters. 

You will also look after our events portfolio; recruiting participants, ensuring they receive top-notch stewardship, and supporting them in their fundraising journey. From our annual Firewalk to third-party challenges such as marathons and abseils, you’ll ensure that every participant has a fantastic experience. You’ll also use your creativity to bring fresh ideas to the table, adding to, and enhancing, our existing events programme to keep supporters engaged and inspired.

In the office, you will collaborate with teams such as Communications and Finance. You will help bring supporter stories to life, create engaging content, process donations, maintain our CRM database, and ensure fundraising activities run smoothly. You’ll also play an important part in supporting volunteers and volunteer groups, helping to create an excellent supporter experience at every stage.

This is a fantastic opportunity to combine creativity, relationship building, and event management in a role where no two days are the same. You’ll have the opportunity to learn from experienced colleagues, while putting your own stamp on the work we do. Most importantly, your work will directly help end youth homelessness in Scotland, giving you the chance to see the real impact your efforts make on the lives of young people.

• Reporting to - Partnerships Lead
• Direct reports - Occasional students and volunteers
• Team size - Fundraising & Communications team of 6

Rock Trust promotes a family friendly culture. As such, we welcome discussions around flexible working and/or compressed hours, consider hybrid working, and run a flexi-time system. This Community and Events Fundraising Officer role could work up to 40% of the week remotely. While 60% of the role would be ‘office based’, in practise this could mean out in the community meeting groups, delivering presentations, or at events.

Global Senior Prospect Research Manager 

Role type: Full time; Permanent

Location: Godalming, UK (hybrid working pattern 2x days per week in the office). The office is located close to Godalming station, with direct trains from/to London Waterloo in approximately 45 minutes. 

Salary: £47,000 - £50,000 per annum (depending upon skills and experience)    

About the role  

As our Global Senior Prospect Research Manager, you’ll play a key role in helping Compassion in World Farming to end factory farming by strengthening our global prospect research function. 

This is an established and important role within our Global Philanthropy Team, central to building and sustaining a strong, high-quality prospect pipeline to support our fundraising growth ambitions. As part of this role, you’ll help shape and deliver prospect strategy, insight and KPIs aligned to our fundraising priorities and long-term organisational growth plans.

As our Global Senior Prospect Research Manager, you’ll be responsible for (but not limited to):

• Prospect Research -Leading and strengthening the global prospect research function,ensuring it effectively supports ethical fundraising growth across key markets.
• High Potential Prospects-Identifying,researchingand prioritising high-potential prospects from Salesforce and other sources, working closely with colleagues in CRM & Insights.
• Profile Creation-Producing clear, high-quality prospect research profiles to support donor cultivation, relationshipdevelopmentand strategic decision-making.
• Ethical Screening -Leading on due diligence and ethical screening, ensuringa consistent and rigorous approach across donors and markets.
• Data and Reporting-Using data, insight and reportingto analyse our prospect pool,identifynew donor opportunities and supportaccurate, compliant donor records.

About you 

To succeed in this role, you’ll need to bring strong prospect research experience, from an international fundraising team or comparable environment, alongside a good understanding of global philanthropy trends, donor behaviour and ethical fundraising practice. 

You’ll have to be confident in turning research into clear, useful insight for fundraisers, with the ability to build strong working relationships across teams and communicate findings in a way that supports action. You’ll also have excellent attention to detail and the ability to self-manage a varied workload in a busy, values-led environment.

Skills and experience you’ll need to bring as our Global Senior Prospect Research Manager:

• Prospect research experience within an international fundraising team or comparable environment.
• Experience building and managing a prospect pipeline that supports income growth.
• Experience using a wide variety of resources to produce high-quality intelligence for fundraisers.
• Experience of due diligence and applying ethical fundraising policies.
• Strong understanding of prospect research systems and processes, with experience using CRM systems, ideally Salesforce.

If you don’t meet every requirement but believe you could thrive in this role, we encourage you to apply.

Why join us

This is a brilliant opportunity to shape a vital global research function and help drive the fundraising growth needed to create lasting change for farmed animals.

We offer a supportive, flexible workplace with a strong focus on wellbeing and development, including: 

• 25 days annual leave + bank holidays 
• Health Cash Back Plan and 24/7 GP access 
• Employee Assistance Programme and MHFA support 
• Premium Calm App subscription 
• Electric car schemeavailable
• Defined contribution pension scheme 
• Enhanced discretionary sick pay 
• Hybrid working model (role and location dependent) 
• Free onsite parking and office next to mainline station 
• Cycle Benefit scheme and other savings options 
• Ongoing learning and development opportunities 

How to apply and key dates

If you’re ready to make a global impact, we’d love to hear from you. Please submit your CV and a cover letter outlining how you meet the Person Specification. To support a fair and unbiased recruitment process, we kindly ask that you do not include a photo in your CV. 

Please note that we may begin interviews on a rolling basis, so early applications are encouraged. 

Closing date: Friday 14 August 2026

1st Stage (Teams) Interview:  Thursday 20 August 2026

2nd Stage (Face to Face at HQ) Interview, with task:  PM Thursday 27 August 2026

“Join us in building a more compassionate future for animals, people, and the planet.”

As part of Stage 1 interviews, shortlisted candidates may, for some roles, receive pre‑shared, values‑based interview questions to support a positive candidate experience. If you require any adjustments during the recruitment process, please let us know, we’re always happy to support candidates.

About Compassion 

Compassion in World Farming International is a leading global organisation working to end factory farming. Founded in 1967 by British farmer Peter Roberts, we’ve spent over 50 years driving change, successfully campaigning to ban cruel practices such as barren battery cages, veal crates, and sow stalls across the UK and Europe. 

Our work combines advocacy, campaigning, and collaboration with policymakers and businesses to promote animal welfare and sustainable food systems. We envision a future where animals are treated with compassion, and farming supports both people and the planet. To learn more about our mission, culture, and opportunities, please explore our Candidate Pack, and Careers Page.  

To comply with legal requirements in the UK and internationally, all applicants must be able to demonstrate their right to work in the country where the role is based. Compassion in World Farming is absolutely committed to providing equal opportunities for everyone regardless of their background.  We value diversity and live experience and acknowledge the underrepresentation of people from certain backgrounds, both within our organisation and across the sector.  We welcome applications from underrepresented groups, whether these be of ethnicity, gender, identity, religion, physical ability, sexual orientation or other. 

ABOUT THE JOB

This is a Home-based role, with occasional travel to London and within our operating areas of Hertfordshire, Buckinghamshire, Slough, Milton Keynes and Luton as required.

To make a full application, please send your CV & one side of A4 covering letter letting us know why you are interested in this position and provide information on any relevant experience that may assist your application. 

For the full job description & recruitment pack, please visit our website.

PURPOSE OF ROLE

Major donors and philanthropists are currently responsible for over a quarter of Caudwell Youth’s annual income – due in part to the generosity of the networks of our founder, John Caudwell.

As Caudwell Youth enters its fourth year, we are seeking a Senior Philanthropy and Corporate Partnerships manager to help us expand beyond our strong founder-led base into a sustainable major donor and corporate supporter portfolio.

Proactive and commercially-minded, you will be confident driving and developing all stages of the major donor and corporate supporter stewardship process. Confidence in engaging in new business research, prospecting, initial meetings and pitches is a must, as you will be responsible for growing our small pipeline of supporters and warm prospects into a long-term income stream.

This is essential to Caudwell Youth’s future sustainability, with corporate partnerships and major donor income currently making up 30% of Caudwell Youth’s annual fundraising income (forecast to be around £450,000 this year).

Our ambition is to increase this revenue stream by around 50% to over £800,000 by 2030, in order to support more at-risk young people from across the UK, as set out in our recently launched strategy, Going National.

This is a role for a self-starter who is excited to drive high value growth and be a key part of Caudwell Youth’s upward trajectory, working within a small but dynamic fundraising team. It offers significant opportunity to shape and lead this area of fundraising as it grows.

You will be an experienced fundraiser with a proven track record of securing major gifts of four, five and six figure gifts, familiarity with managing corporate partnerships and evidence of growing and developing new pipelines and revenue streams.

You will own a significant portion of this income stream, with responsibility for securing new high-value relationships and growing existing supporters.

KEY DUTIES & RESPONSIBILITIES

Operating at a senior level within the fundraising team, this role will take the lead across Caudwell Youth’s philanthropic and corporate giving.

Working closely with the Fundraising Director to drive income growth and strategic development, your key duties will include:

MAJOR DONORS & PHILANTHROPISTS

You will manage a mixed portfolio of existing supporters and warm prospects, while building a pipeline of new high-value opportunities. To do this, you will:

• Take personal responsibility for securing, retaining and growing high-value (four, five and six figure) gifts and philanthropic partnerships, by engaging in detailed prospect research and building contacts with high-net-worth individuals and their intermediaries to create a pipeline of new opportunities.
• Provide a high-quality supporter stewardship experience to Caudwell Youth’s existing major donors and philanthropists and warm prospects, tailoring this to their wishes to create a unique journey for each donor which seeks to deepen their engagement with the charity. This may include:
• Personalised reporting
• Bespoke communications
• Face-to-face meetings and events
• Unique ways to be consulted on and engage with our work
• Opportunities to be recognised.
• Lead on the continued growth, development and stewardship of Caudwell Youth’s Oracles fundraising board in order to maximise its annual revenue.
• Support John Caudwell’s Charity Pioneer with the stewardship of existing and potential Life Changers Circle donors, including through hosting cultivation and network events.

CORPORATE PARTNERSHIPS AND FUNDRAISING

• Develop our corporate support pipeline, seeking to strengthen connections with existing corporate donors. This will include developing partnerships typically in the £10,000 - £100,000+ range through CSR, fundraising and sponsorship opportunities which align with Caudwell Youth’s values.
• Work with major donors and philanthropists, colleagues across the charity, volunteers and other stakeholders and contacts to proactively identify new corporate fundraising opportunities for Caudwell Youth.
• Work on Charity of the Year applications, pitches and proposals in conjunction with the Senior Leadership Team and representatives from volunteering and operations as required.
• Act as an account manager and first point of contact for corporate supporters of Caudwell Youth, coming up with tailored programmes of supporter engagement to maximise their fundraising, increase connection with our cause and engage them in strategic multi-year support partnerships.
• Supported by our Supporter Engagement Coordinator, encourage our corporate donors, major donors and philanthropists to meaningfully engage with our challenge fundraising programme.
• Review our existing Torchrunners model as a means of engaging corporate supporters as a group.

ACROSS THE FUNDRAISING TEAM

• Promote other ways to support Caudwell Youth, including gifts in wills, payroll giving, help in kind, challenge fundraising, charity-wide appeals and campaigns, events and digital content to your network of major donors, philanthropists and corporate supporters as appropriate.
• Work in partnership with the Grants and Impact Lead to develop applications and reporting for family philanthropic trusts where required.
• Work effectively as part of the fundraising team, together seeking ways to enhance and strengthen each others’ activities and diversify our revenue streams as required, including in relation to systems, policies, supporter engagement communications and fundraising events.
• Attend team meetings, personal work reviews and relevant meetings proactively and as a contributor.
• Deputise for your line manager as required in their absence, with support from the rest of the SLT.

ACROSS CAUDWELL YOUTH AND EXTERNALLY

• Work with Caudwell Youth’s operations and volunteering teams to create bespoke and sustainable opportunities for major donors, philanthropists and corporate supporters to engage in our work, while ensuring the needs of the at-risk young people that we support are always put first.
• Collaborate with our communications team to develop compelling copy and content which promotes our corporate fundraising offering and major donor support as required.
• Develop strong collaborative working with the wider teams to maximise income generation, and promote good communication and shared focus

ADMINISTRATION

• Use our CRM database, Beacon, to ensure all activity is properly captured, manage your pipelines, forecast income, track trends and data.
• Provide timely reports internally on performance, informing budget setting and subsequent reforecasts as required

GENERAL

• Behave and communicate in a way that is courteous and professional at all times, including representing the charity professionally to anyone you come into contact with and role modelling appropriate behaviour to colleagues.
• Express and promote equal opportunities and encourage inclusion and involvement.
• Ensure your work is aligned with the vision, mission and values of the charity.
• Ensure your work involves and reflects our young people’s views and voices where appropriate.
• Undertake and identify training as required and take a positive approach to personal development.
• Fulfil the duties and responsibilities of an employee as regards to Health and Safety at Work, including own safety and self-management.
• Undertake any other reasonable tasks deemed necessary as required.

PERSON SPECIFICATION

ON APPOINTMENT, YOU ARE EXPECTED TO HAVE:

• Significant professional knowledge and experience in your specialist area
• The ability to take on substantial responsibility quickly
• Critical and detailed understanding of the specialty.

IN YOUR ROLE YOU WILL BE EXPECTED TO:

• Solve complex problems creatively
• Make judgements requiring analysis and interpretation
• Carry out duties with significant strategic influence
• Lead and line-manage others
• Deputise for your line manager, including handling serious issues, where required.

ESSENTIAL EXPERIENCE, KNOWLEDGE AND SKILLS

• In-depth understanding of major donor and philanthropy fundraising, including a demonstrable track record of managing a portfolio of high value supporters and securing and managing four, five and six-figure gifts.
• Knowledge of corporate fundraising and partnership development, including experience developing and managing corporate partnerships worth £10,000 and upwards.
• Ability to identify, qualify and cultivate high value prospects, with evidence of strong commercial awareness to spot opportunities, grow fundraising income and build new pipelines.
• Understanding of impact-led fundraising and how to communicate charitable outcomes effectively to supporters.
• Exceptional networking and relationship-building skills, with experience developing long-term fundraising plans and tailored donor engagement journeys.
• Excellent written and verbal communication skills for presentations, proposals, pitches, reports and stewardship materials.

ESSENTIAL PERSONAL ATTRIBUTES

• Self-motivated, proactive and comfortable with a high degree of autonomy.
• Entrepreneurial and commercially minded, with good business sense.
• Results-driven, with the ability to translate strategic ideas into tangible action.
• Confident and persuasive when working with senior stakeholders and major donors.
• Resilient and persistent when pursuing new opportunities.
• Strong attention to detail and commitment to quality.
• Possess a passion for making a positive impact on young people's lives.

Main Purpose of the Role

The Administrator plays a key role in supporting the effective day-to-day operation of The Friendly Trust. As the first point of contact for many callers and visitors, the postholder will provide a professional, welcoming and responsive service, ensuring enquiries are handled efficiently and messages are communicated accurately. The Administrator will be responsible for maintaining effective administrative systems, managing organisational records and data, and providing high-quality administrative support to the Director, General Manager, Team Managers and Trust Officers. Through these activities, the postholder will help ensure the smooth running of the organisation and contribute to the achievement of The Friendly Trust's aims and objectives.

Key Responsibilities

Communication and Customer Service

• Act as the first point of contact for telephone enquiries, providing a professional and helpful service to service users, families, professionals and other stakeholders.
• Answer incoming telephone calls promptly, relay messages accurately and ensure enquiries are directed appropriately.
• Manage incoming and outgoing correspondence, ensuring information is communicated effectively and in a timely manner.
• Maintain positive and professional relationships with internal and external contacts.

Data Management and Reporting

• Support the Director, General Manager, Team Managers and Trust Officers in maintaining accurate records and statistical information.
• Ensure the timely and accurate input, maintenance and retrieval of information within the Trust's case management and data systems.
• Assist with the production of monitoring information, reports and organisational statistics.

Office Systems and Administration

• Develop, maintain and improve administrative systems and processes that support the efficient running of the organisation.
• Maintain electronic and paper filing systems, ensuring records are stored securely and remain accessible when required.
• Provide administrative support to managers and Trust Officers across the organisation.

Operational Support

• Assist with arranging meetings, training sessions and organisational events.
• Prepare, photocopy and distribute documents, agendas, leaflets and other materials required for service delivery and organisational activities.

Building, Facilities and Resources

• Support the General Manager in coordinating building maintenance, repairs and equipment servicing.
• Liaise with landlords, contractors and suppliers as required.
• Help maintain office resources and equipment.

Financial Administration

• Undertake routine financial administrative duties, including processing invoices and highlighting any discrepancies or concerns to the General Manager.

Quality, Compliance and Sustainability

• Support the maintenance of accurate organisational records and compliance with organisational policies and procedures.
• Contribute to environmentally sustainable working practices across the Trust.

Other Duties

• Undertake any other duties commensurate with the role as reasonably required

Person Specification

Essential Skills and Experience

• Excellent verbal, written and interpersonal communication skills, with the ability to communicate clearly, professionally and sensitively with Service Users, family members, colleagues and external agencies.
• Strong administrative, organisational and customer service skills, with the ability to manage a varied workload, prioritise competing demands and respond effectively to changing priorities.
• Excellent attention to detail, with the ability to maintain accurate records, handle confidential information appropriately and comply with data protection requirements.
• Confident and competent user of Microsoft 365, databases and other IT systems, including experience of data entry and maintaining electronic record systems.
• Ability to work independently using initiative, whilst contributing effectively as part of a team.
• Positive, flexible and proactive approach to work.
• Empathy, patience and the ability to work sensitively and respectfully with vulnerable people and individuals from a wide range of backgrounds.
• Commitment to equality, diversity and inclusion, professional standards and The Friendly Trust's values.

Desirable Skills and Experience

• Experience working within the charity, voluntary, health or social care sectors.
• Experience of handling front-line enquiries, telephone calls, reception duties or other customer-facing services.
• Knowledge of issues affecting people with learning disabilities and their families.
• Knowledge of welfare benefits, financial administration or related support services.
• Experience of using case management, CRM or client record systems, including CASPAR Gov or similar software.
• Experience of producing reports, statistics and monitoring information.
• Experience of coordinating office systems, administrative processes or facilities management.
• Knowledge of information governance, records management and basic financial administration, including invoice processing and record keeping.
• Good record of punctuality, reliability and attendance.

Personal Attributes

• Professional, trustworthy and dependable.
• Solution-focused, adaptable and committed to continuous learning.
• Able to remain calm and professional when handling sensitive or challenging enquiries.
• Committed to supporting The Friendly Trust's mission, values and person-centred approach.

Administrative Assistant

Fixed-Term Contract: 6 Months (Maternity Cover)
Full-Time Position

About the Role

Rooted Finance is seeking a proactive and organised Administrative Assistant to join our Operations Team on a 6-month fixed-term contract to provide maternity cover.

This is an exciting opportunity to join a growing organisation and play a key role in supporting the smooth running of our day-to-day operations. Working as part of a small and collaborative team, you will provide essential administrative support to the CEO, Board of Trustees, management team and wider organisation.

The successful candidate will be responsible for coordinating meetings, managing diaries, preparing documents, taking minutes, maintaining records, supporting recruitment and onboarding processes, assisting with financial administration and helping to ensure effective office operations.

Key Responsibilities

• Provide administrative and secretarial support to senior leaders, including diary management, meeting coordination, agenda preparation and minute taking.
• Support the smooth running of organisational operations, including document management, filing systems, internal communications and office administration.
• Assist with recruitment administration, onboarding and maintaining accurate records.
• Support financial administration, including invoices, expenses, and reporting.
• Maintain office supplies, equipment and operational systems.
• Support compliance, audits, technology management, and the improvement of internal processes.
• Provide general operational support to managers and project teams as required.

About You

We are looking for someone who is organised, reliable and proactive, with excellent attention to detail and the ability to manage multiple priorities. You will have strong communication skills, a professional approach and the confidence to work independently while contributing positively to a small and busy team.

This role is ideal for someone looking to develop their administrative and operational experience within the charity sector while making a meaningful contribution to Rooted Finance’s work.

For full details about the role, responsibilities, and application process, please refer to the full Job Pack.

Trust and Foundations Fundraising Officer

About Harrogate Homeless Project

Harrogate Homeless Project is dedicated to supporting people experiencing homelessness across the Harrogate district. We provide safe accommodation, practical support and opportunities for individuals to rebuild confidence, develop independence and create brighter futures.

As demand for our services continues to grow, we are seeking an experienced and motivated Trust and Foundations Fundraising Officer to help secure the funding needed to sustain and develop our vital work.

About the Role

This is an exciting opportunity for an experienced grant fundraiser to play a pivotal role in the future sustainability of Harrogate Homeless Project.

Working closely with the Fundraising and Marketing Manager and colleagues across the organisation, you will lead on identifying, researching and securing funding from trusts and foundations, with a particular focus on capital funding opportunities. You will also help strengthen our impact measurement and evidence-gathering processes, ensuring we can effectively demonstrate the difference our services make and maximise future funding success.

The successful candidate will be a confident relationship-builder with excellent written communication skills and a track record of securing grant funding. You'll be passionate about making a positive impact and committed to supporting people affected by homelessness.

Key Responsibilities

Trust and Foundation Fundraising

• Research, identify and pursue trust and foundation funding opportunities.
• Develop and manage a portfolio of funding applications and grant programmes.
• Prepare compelling grant applications, expressions of interest and supporting documentation.
• Manage the full grant cycle, from prospect research through to reporting and stewardship.
• Build and maintain strong relationships with funders.
• Maintain an accurate funding pipeline and prospect database.
• Monitor funding deadlines, reporting requirements and opportunities.

Impact Measurement and Evidence Development

• Work with service teams to gather meaningful data, outcomes and case studies.
• Support the development of impact reporting and evaluation processes.
• Help create compelling cases for support that demonstrate organisational impact.
• Collaborate across teams to identify funding priorities and evidence required for applications.

Fundraising Administration

• Maintain accurate fundraising records and grant documentation.
• Track applications, awards and reporting schedules.
• Support funder reporting and impact updates.
• Work closely with finance colleagues to ensure the accuracy of budgets and financial information.
• Ensure compliance with fundraising best practice and GDPR requirements.

Strategic Development

• Identify emerging funding opportunities and sector trends.
• Support wider fundraising strategy and organisational sustainability plans.
• Explore partnership and collaborative funding opportunities.
• Contribute to applications for statutory, local authority and government funding where appropriate.

About You

We're looking for someone who has:

• Experience of researching, writing and securing successful grant funding applications.
• Experience of managing a fundraising pipeline and achieving income targets.
• Excellent written communication and relationship-building skills.
• Strong organisational skills and attention to detail.
• Experience gathering and presenting impact and outcomes data.
• The ability to manage competing priorities and work independently.
• A commitment to the values and mission of Harrogate Homeless Project.

Experience within the homelessness, housing, health or wider voluntary sector, along with knowledge of capital fundraising, would be advantageous.

Closing Date: 5.00pm, Wednesday 19 August 2026
Interview Date: Week commencing 24 August 2026

If you're passionate about making a lasting difference and have the fundraising expertise to help secure the future of our services, we'd love to hear from you.

About Ataxia UK 

Ataxia’ is an umbrella term for a group of progressive, neurological conditions which involve problems with co-ordination, balance and speech caused by disruption of the messages sent from our brains to our muscles. 

Ataxia UK funds research into cures and treatments for ataxia, including stem cell and gene therapy. By collaborating with ataxia researchers across the globe, and pharmaceutical and research organisations, we’re confident that cures can one day be found. Until then, we work towards getting better treatments for people with ataxia and providing information and  support to everyone affected. Improving their quality of life and helping to slow the progression of the disease.   

About the Role   

As our Financial Controller, you'll lead the day-to-day financial operations of the charity, ensuring robust financial controls, accurate reporting and efficient processes that support our mission. You'll oversee month-end reporting, budgeting, forecasting and financial analysis, providing clear insights to inform decision-making across the organisation. Working closely with colleagues throughout the charity, you'll manage grant and restricted fund reporting, support annual planning, drive continuous improvement in financial systems and processes, and lead a small finance team. You'll also play a key role in ensuring compliance with charity accounting standards, governance requirements and best practice.

About you 

We're looking for a qualified accountant (ACA, ACCA, CIMA ,CIPFA or similar) with at least five years' post-qualification experience and a proven track record in senior finance or audit roles. You'll be confident leading finance operations, managing staff, and turning complex financial information into clear, actionable insights.

You'll bring experience of charity finance, including grant management, restricted and unrestricted funds, and Charity SORP, alongside strong skills in Xero and Excel. Experience with Fathom and Raiser's Edge (or similar CRM/database systems) would be an advantage.

Just as importantly, you'll be passionate about making a difference for people affected by ataxia. You'll understand the barriers faced by disabled people, approach our members with empathy and respect, and share our commitment to equality, inclusion and ethical medical research.

This is an opportunity for a skilled finance professional to use their expertise to help drive our mission and make a meaningful impact.

Benefits of working for us. 

• 25 days annual leave pro rata (rising to 30 with a length of service)
• Extra holiday day for your birthday
• Access to a free Health Plan, Employee Assistance Programme & Employee Hotline
• Flexible hybrid working
• Pension scheme
• Enhanced maternity and co-parental leave
• Cycle to work scheme
• Training and development opportunities
• Accredited Living Wage Employer

Please see full Job Description for further details including Person Specifications. Your covering letter will be used to assess you against the person specification for this role.

About the Role
We are looking for a proactive and organised Grants Officer to support the delivery of our grant-making programme and help empower young people facing deep-rooted inequality to create lasting change. Working across the full grants cycle, you will coordinate key administrative processes, maintain accurate records, analyse and report on grants data, and support the planning and delivery of events.

The successful candidate will be dependable, detail-oriented, and committed to ensuring efficient systems and high-quality support for applicants, grant recipients, and colleagues.

As a Grants Officer, you will:

• Coordinate the administration of grants and events across the grants programme.
• Maintain and improve grant management systems and processes.
• Provide timely support and guidance to applicants and respond to enquiries.
• Ensure accurate grant records and documentation for compliance, audit, and impact reporting.
• Collect, monitor, analyse, and report on grant-making data.
• Support consistent use of Salesforce across the team.
• Assist with event logistics, travel bookings, invoice processing, and general team administration.

This is an excellent opportunity for someone with strong organisational and administrative skills who enjoys working with data, improving processes, and contributing to meaningful social impact.

Experienced Specialist Debt Adviser with a strong background in delivering high-quality, FCA-compliant debt advice and managing complex client casework. Skilled in providing holistic debt solutions, creditor negotiation, financial guidance and tailored support to individuals experiencing financial difficulty.

Proven ability to maintain high standards of advice quality through effective case management, file reviews, compliance monitoring and adherence to Advice Quality Standards (AQS), GDPR, safeguarding and organisational policies. Experienced in supporting junior advisers through coaching, guidance, knowledge sharing and quality improvement activities.

Confident in managing caseloads, meeting contractual KPIs, producing performance reports and contributing to service development initiatives that improve access to financial education and preventative debt support. A committed and client-focused adviser with strong interpersonal skills, attention to detail, and the ability to deliver impactful services while supporting team performance and continuous improvement.

The Exempt Accommodation Support Service is based at our main hub in Digbeth but provides outreach support across the city. We are looking for project workers to provide flexible, person-centred support to people aged 25 years plus who are precariously accommodated, have a history of homelessness or who are at risk of becoming homeless. It will primarily be supporting people living in exempt accommodation who have support needs relating to substance use, physical health and mental health.

The aims of this service are to provide additional support to improve access and sustainment of suitable accommodation for people engaging in structured drug and alcohol treatment, to reduce the scale of unmet housing need for this group of clients and to build evidence of housing-related need and effective interventions. The service will provide a range of practical support around finances, health and wellbeing, access to volunteering or training opportunities and integration into local communities as well as supporting continued engagement with treatment and tenancy sustainment.

This is a part office-based, part community-based role with a requirement to travel to accommodation providers and outreach sites. Travel expenses will be paid for any journeys undertaken.

Key tasks (selection of):

1. Provide a person-centred service to individuals, taking a psychologically informed approach, advising and supporting to ensure that clients are given choice and control about how their support is delivered.

2. Assist with practical support such as travel issues, settling into accommodation and addressing any immediate accommodation issues.

3. Ensure individuals have access to key services, including health care, substance misuse, and wellbeing services.

4. Manage an active caseload of clients, keeping effective and up to date records and monitoring outcomes through our CRM database system.

5. To support with timely reporting information regarding visits, support plans and session notes.

Further details, including the full list of key tasks and working conditions, are available in the job description at the link on our website

Corporate Partnerships Fundraiser
£29,687 - £30,839 per annum WTE
37 hours per week
Farnham

Help us make a difference through meaningful business partnerships!

We are looking for a proactive and relationship-focused fundraiser to join our Corporate Partnerships team at Phyllis Tuckwell. This is an exciting opportunity to play a key role in developing and managing partnerships with a wide range of businesses across our local community and beyond.

In this varied and rewarding role, you will manage a portfolio of corporate partners while also identifying and developing new partnership opportunities. You will work closely with businesses to help them understand the impact of their support, creating engaging opportunities across fundraising, volunteering, sponsorship and events.

You’ll bring creativity and energy to developing partnerships that are mutually beneficial, ensuring our supporters feel valued and inspired while helping to generate vital income for hospice care. It’s a varied role where no two weeks are the same!

Why join us?

It’s a fantastic time to join Phyllis Tuckwell. We have recently moved into our new state-of-the-art hospice in Farnham, and this role offers the opportunity to help shape and grow our corporate partnerships programme at an exciting point in our journey.

You will be part of a collaborative and supportive fundraising team, with the opportunity to develop your skills, build meaningful relationships and make a genuine impact in your local community.

The Role

A successful Corporate Partnerships Fundraiser will:

• Manage and develop a portfolio of corporate partners, delivering excellent relationship management and stewardship
• Support the growth of income by identifying and securing new corporate partnerships
• Develop tailored proposals, pitches and partnership plans for prospective supporters
• Work with corporate partners to deliver engaging fundraising, volunteering and sponsorship opportunities
•  Act as an ambassador for Phyllis Tuckwell within corporate partnership settings, including meetings, networking events and partner engagements
• Work collaboratively across the organisation to maximise partnership opportunities 

About You

We are looking for someone who:

• Has experience in corporate fundraising, partnerships, or a commercial business development/account management role
• Is confident building relationships with a range of stakeholders at all levels
• Has strong communication and presentation skills
• Is organised, proactive and able to manage competing priorities
• Enjoys working both independently and as part of a supportive team
• Is motivated by making a difference and delivering excellent supporter experience

A full driving licence and access to a car is required for this role. The position involves occasional evening and weekend work.

For a full list of essential requirements, please refer to the job description and person specification document.

About Us

We are based in Farnham and Guildford, and provide bespoke, compassionate, palliative and end of life care for people living with an advanced or terminal illness, across West Surrey and North-East Hampshire.

Phyllis Tuckwell is a very special place to work.  Our staff make a real difference to the lives of our patients and their loved ones, providing outstanding care at a time that really matters.  Our Income Generation team members are pivotal in helping to raise funds to deliver our vital services, ensuring ‘every day is precious’ for our patients. 

The impact of our services on the lives of our patients and their families can be read about under patient stories on our website.

Phyllis Tuckwell is committed to creating a diverse and inclusive culture, with the principles of fairness and equality at its core.  We are an equal opportunities employer, who values and respects our employees’ unique knowledge, skills and experiences.  We warmly welcome applications from all sections of the community.  All appointments are made following a fair and equitable process, based on merit, job requirements and business need.  

We Offer:
Excellent Benefits

• Six weeks paid holiday plus public holidays
• Phyllis Tuckwell Group Personal Pension Plan (matched contributions up to 7.5%)
• Health Cash Plan Scheme
• Employee Assistance Programme
• Staff Benefit Scheme
• Blue Light Discount Card

Excellent Career Development

• Skill Development and Training
• Internal Mobility and Career Progression
• Professional Growth
• Upskilling

A Great Place to Work

• Equal Opportunities employer
• Flexible hours and flexible working
• Supportive colleagues
• 97% of our staff are proud to work for Phyllis Tuckwell*

*Phyllis Tuckwell Birdsong Hospice staff survey 2023

For further information regarding the role or to arrange an informal visit please contact Eleanor Stanley, Corporate Partnerships Manager.  If you are unable to apply on-line or have any questions about the recruitment process, contact HR at Phyllis Tuckwell.
 

Closing date for receipt of applications: Sunday 2nd August 2026

Interviews to be held: Wednesday 12th or Thursday 13th August 2026

We reserve the right to close the role ahead of the closing date should sufficient applications by received. Your early response is therefore encouraged.  Please note that we do not hold a sponsor licence and therefore are unable to provide visa sponsorship.

This post is subject to an enhanced Disclosure and Barring Service check.

NO MEDIA OR AGENCIES

For over 140 years, the Forces Employment Charity has proudly supported Service Leavers, Veterans and their families in building successful civilian careers. We provide veterans with life-long, life-changing support, jobs and training opportunities, regardless of circumstances, rank, length of service or reason for leaving. By working for FEC, you will become part of a vibrant team living the charity's values: Expert, Supportive, Passionate, Open and Honest, Resilient and Collaborative.

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Brief role description

The young people programme supports young people from Forces families aged 16 to 24, particularly those who are disadvantaged, affected by mobility, at risk of becoming NEET or who have Special Educational Needs (SEN). The programme aims to broaden horizons, raise aspirations and build skills and confidence. It connects young people with meaningful employment opportunities through a combination of one-to-one mentoring and employment support, group workshops, employer events, digital training, work experience and apprenticeships. 

As part of a small team, the Education and Skills Liaison will lead on engaging, developing and managing relationships with schools, youth and community groups, military charities, the MOD Education Team, the SCiP Alliance, Families Federations, HIVE and other key stakeholders to advocate for children and young people from Forces families. 

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Who we're looking for

We are looking for someone with a background in education and/or experience supporting young people to overcome challenges. You will have experience in a customer-focused environment and a track record of delivering to SLAs. You will also be a strong collaborator and team player, with demonstrable influencing skills and coaching or mentoring experience. 

You will be a self-starter with confidence to use your own initiative and a passion for supporting the Armed Forces community. You will have an understanding of the challenges faced by forces families in finding appropriate and sustainable employment. In addition, you will have strong operational and administrative skills, knowledge of GDPR and experience using CRMs. 

The ideal candidate will have lived experience of the Armed Forces lifestyle, a background in secondary or further education and a NVQ Level 6 in Advice, Information and Guidance. 

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This position is remote; however, candidates must be based in Hampshire to support local engagement activities and demonstrate knowledge of regional authorities and organisations. 

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This is a fixed-term position for 12 months. The contract end date will be confirmed at the offer stage. 

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Interested? Want to know more about the Charity? Check out our website.

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Eager to know more about the role? Have a look at the Job Description. 

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What's in it for you? Check out our Benefits.

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Have we convinced you to apply? If so, submit your CV and Covering Letter by Wednesday, 19 August 2026.

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Do you have questions about the role? Get in touch with the People Team at the Forces Employment Charity. 

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Please note: Applications will be reviewed and interviews conducted throughout the duration of this advert; therefore, we may at any time bring the closing date forward. We encourage all interested applicants to apply as soon as possible. If you are an internal applicant, please ensure you have made the People Team aware before applying. 

We are committed to equal opportunities and improving the working lives of our staff by creating an inclusive and supportive environment where everyone, including those with disabilities, can thrive, develop and achieve their full potential. We actively encourage applications from individuals with diverse backgrounds and ensure reasonable adjustments are made to support candidates with disabilities throughout the recruitment process. We actively recruit citizens of all backgrounds, but the nature of our work in specific departments means that residency and security requirements can be more tightly defined than others. You will be asked about this throughout the recruitment process. 

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#LI-DNI

JOB TITLE: Customer Services and Purchasing Coordinator

REPORTING TO: Head of Personal and Organisational Development

Waverley Abbey is a place of prayer, learning, welcome and generous hospitality. Every person who contacts us, visits us, gives to us, attends an event, receives a publication, or simply needs help should experience something of the warmth, care and excellence that we value as an organisation. This role is often one of the first points of contact for supporters, customers, guests, colleagues and suppliers. It is therefore a key part of how we live out Waverley Abbey’s culture of hospitality, excellent customer service and careful stewardship in the everyday details.

Job Purpose The Customer Services and Purchasing Coordinator will provide friendly, efficient and accurate support across customer service, post, donations, purchasing, deliveries, office supplies and practical administration. The postholder will help ensure that people are responded to well, systems are kept up to date, purchases are processed appropriately and the practical flow of day-to-day operations is handled with care. The role requires someone who is organised, calm, helpful and detail-focused, with a genuine desire to serve colleagues and customers well.

KEY RESPONSIBILITIES Customer service and supporter care

> Provide a warm, professional and helpful response to incoming calls and enquiries, particularly in relation to donations, Every Day with Jesus and general fundraising.

> Listen carefully and respond well to customers and supporters, resolving queries where possible and ensuring they are passed to the right colleague or department when needed.

> Represent Waverley Abbey with warmth and care so that every caller, supporter and customer feels valued and treated with respect.

> Maintain accurate customer and supporter records in Sage CRM, HubSpot and Beacon as appropriate. Donations and financial administration

> Process donations accurately in Beacon and Stripe as appropriate.

> Manage Direct Debits in Access, ensuring records are handled carefully and confidentially.

> Follow agreed processes for handling financial information, donor details and customer records. Post, deliveries and practical coordination

> Open, process and organise incoming post on a daily basis.

> Prepare, pack, record and send outgoing post daily, ensuring items are handled appropriately and on time.

> Receive and coordinate deliveries for Waverley Abbey Trust, ensuring items reach the correct team or location promptly. Purchasing and office support

> Raise and manage purchase orders for the House and the East Wing, including Events and Retreats.

> Support good stewardship by ensuring purchasing is accurate, timely and in line with agreed processes.

> Maintain order in stationery areas so that colleagues have access to the supplies they need.

> Manage the East Wing staff signing in and signing out sheet.

> Assist the Head of People and Organisational Development with East Wing office moves and practical office arrangements as required. Health and safety

 > Check and maintain First Aid supplies in the House and East Wing.

> Undertake any other reasonable duties requested by the line manager in keeping with the nature of the role.

Essential

> A warm, helpful and customer-focused approach, with a commitment to excellent service.

> Strong organisational skills and the ability to manage a range of practical and administrative tasks.

> Good attention to detail, especially when handling donations, customer records, post and purchase orders.

> Confidence in speaking with customers, supporters, suppliers and colleagues in a clear and professional way.

> Good working knowledge of Microsoft Office and confidence using databases or CRM systems.

> Ability to work calmly and flexibly in a busy environment where priorities may change.

>Discretion and care when handling confidential or sensitive information.

>A positive, team-minded approach and willingness to help where needed.

Desirable

> Experience of working in customer service, supporter care, administration, purchasing or a similar coordination role.

> Experience using systems such as Sage CRM, HubSpot, Beacon, Stripe or Access. >Understanding of charitable giving, donations processing or supporter communications. Our culture and expectations

>At Waverley Abbey, how we do things matters. We are looking for someone who will bring warmth, accuracy, initiative and a servant hearted approach to the role.

Hospitality is not simply the work of one team; it is part of who we are. This role helps set that tone through excellent customer care, thoughtful administration and a willingness to make things work well for others.

> The postholder will be expected to work in a way that reflects Waverley Abbey’s values, contributes positively to team life and supports the wider mission of the organisation. Safeguarding, confidentiality and compliance

> The postholder must follow Waverley Abbey Trust policies and procedures, including those relating to safeguarding, confidentiality, data protection, finance, health and safety and equality. Training will be provided where required.