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Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Primary Responsibilities
Salesforce Platform Management
· Day to day management of the Back Up Trust Salesforce system
· Implement and enforce data quality standards within Salesforce, including regular data cleansing, deduplication, and validation procedures to ensure the accuracy of information
· Create and manage flows and approval processes within Salesforce to automate business processes and increase operational efficiency
· Ensure security and compliance by continuously monitoring and managing user profiles, roles, and permissions
· Maintain comprehensive documentation of Salesforce configurations, data models, and integration processes.
· Work with various Salesforce applications (for example FormAssembly) to enhance Salesforce capabilities
· Stay updated on industry best practices and emerging Salesforce technologies, making recommendations for their adoption when appropriate
User Training, Support & Adoption
· Create and maintain user guides, training materials, process documentation, and knowledge resources
· Lead onboarding and refresher training sessions for new and existing staff
· Provide ongoing user support and troubleshooting to promote confidence and effective system use
· Identify gaps in user knowledge and recommend targeted training or process improvements
· Promote best practice use of Salesforce and associated systems across the organisation
· Gather feedback from users to improve system usability, processes, and adoption
· Champion a positive data culture and encourage consistent, accurate use of Salesforce across teams
· Develop a Salesforce adoption strategy to maximise organisational value from the platform
· Monitor system adoption and engagement, identifying opportunities to improve usage and staff capability
Reporting
· Develop dashboards and reporting frameworks that support operational performance monitoring and strategic decision-making
· Work with teams to define KPIs and reporting requirements across fundraising, services, finance, and engagement activities
· Support the development of a data-driven culture across the organisation
Governance & Data Stewardship
· Develop and maintain Salesforce governance processes, including change request management, release procedures, and prioritisation frameworks
· Support organisational compliance with GDPR and data protection requirements in collaboration with the Data Protection Officer
· Monitor and improve data governance practices, ensuring consistency of data standards across teams
Supplier & Project Management
· Coordinate system enhancements, testing, and deployments with Back-Up’s third-party Salesforce partner
· Support project delivery for future Salesforce developments and integrations
Data Protection Officer (DPO) Responsibilities
In addition to Salesforce and systems responsibilities, the postholder will act as Back Up's designated Data Protection Officer (DPO), providing leadership and oversight of data protection compliance across the organisation.
Additional Responsibilities
In addition to Salesforce platform management, the postholder will play a key role in supporting the organisation's wider data, systems and digital transformation agenda. Responsibilities may include:
· Support the development and implementation of Back Up's wider systems and technology strategy, ensuring Salesforce integrates effectively with the broader technology landscape.
· Act as a subject matter expert on organisational data and systems architecture, helping to identify opportunities for system improvement, integration and automation.
· Support the evaluation, implementation and ongoing management of business applications beyond Salesforce, ensuring systems remain fit for purpose and aligned with organisational needs.
· Contribute to digital transformation projects, working with colleagues and external partners to improve processes, efficiency and user experience across the organisation.
· Monitor emerging technologies, including artificial intelligence (AI), and make recommendations on their appropriate and responsible adoption to support organisational objectives.
· Provide support and guidance on IT-related matters, liaising with external suppliers and managed service providers where appropriate.
PERSON SPECIFICATION
Experience
Essential
· Experience of managing the day-to-day operations of a Salesforce system; including expertise in change control and user support
· Experience of working on the continuous development of a Salesforce system
· Experience managing CRM-related projects or workstreams
· Experience of developing training and delivering workshops and one-to-one sessions with staff at all levels
· Experience of implementing, managing, monitoring and reporting on end-to-end security of Salesforce and integrated software applications
· Experience of developing effective working relationship with external development partners
· Experience of Salesforce within a non-profit context with Salesforce Nonprofit Success Pack (NPSP) or Non-profit Cloud structure, objects and functionality
· Experience with third-party form-builders such as Form Assembly
· Ability to manage testing, documentation and change processes in a structured and consistent manner
Desirable
· Experience of a large-scale Salesforce implementation project in the Not for Profit sector
· Experience of working with email marketing platforms
Knowledge and skills
Essential
· Relevant Salesforce Administrator certification
· Project management experience, with demonstrable ability to deliver projects to time and budget
· Strong analytical skills and ability to design systems and processes to facilitate data analysis
· Knowledge and experience of UK data security law and principles
· Ability to communicate technical language to non-technical audiences, visually and verbally
· Able to demonstrate good judgment and use initiative, with high attention to detail to produce accurate work of a high quality
· Be an enthusiastic, approachable and confident team player, with a willingness to learn
Desirable
· Project management qualification
Closing date: Rolling recruitment
We currently review application only through Charity Jobs ATS. Please apply through Charity jobs as we will not be accepting offline applications.
Charity Jobs will ask you for a CV & Cover Letter (saying why you want the job and explaining how you meet the criteria in the job description. This statement is crucial; CVs alone will not be accepted).
Please complete equal opportunities form on charity Jobs. This form will be kept separate from your application and not viewed by the recruiting manager. It is used to help us assess the diversity of our applicants to ensure our processes are fair to all. It is optional to fill in, but it will help us improve and maintain high standards.
At Back Up, our vision is a world where everyone affected by spinal cord injury can reach their full potential.

The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
This is a unique opportunity to join Practical Action at an exciting and pivotal point in our journey. We are seeking an exceptional Executive Assistant to provide dedicated support to our Interim CEO during a period of transformation, growth and strategic development, while we recruit and appoint our permanent CEO.
Working at the heart of the organisation, you will play a key role in ensuring continuity, maintaining momentum and supporting the successful transition to new leadership. This highly visible position offers the opportunity to contribute directly to the next chapter of Practical Action's impact and ambition.
We are looking for an experienced, highly organised and proactive Executive Assistant who can provide outstanding strategic and operational support to the CEO of a respected international development organisation. Acting as a trusted partner, you will enable the CEO to focus on organisational leadership, external engagement, fundraising and the delivery of strategic priorities.
The role encompasses complex diary and inbox management, preparation of high-quality briefings and correspondence, Board and governance support, and coordination with senior stakeholders across the organisation and internationally. You will work closely with colleagues, partners and supporters across multiple countries, cultures and time zones, ensuring the smooth and effective operation of the Executive Office.
This is a demanding and rewarding role that requires exceptional judgement, discretion and attention to detail. The successful candidate will be comfortable operating in a fast-paced, complex environment, able to manage competing priorities with confidence, and skilled at building effective relationships with a diverse range of stakeholders, including senior leaders, trustees, partners and external representatives.
If you thrive on enabling others to succeed, enjoy working at the centre of decision-making, and are motivated by the opportunity to support an organisation delivering meaningful global impact, we would love to hear from you.
Accountabilities:
Executive and CEO Office Support
• Proactively manage the CEO's diary, inbox and correspondence, exercising independent judgement in prioritising requests and protecting time for strategic priorities.
• Prepare and commission high-quality briefings, background notes, talking points and presentation materials to ensure the CEO is fully prepared for all meetings and engagements.
• Draft, review and quality-assure outgoing correspondence, reports and communications on behalf of the CEO.
• Coordinate and manage complex domestic and international travel arrangements, itineraries, visas and logistics for the CEO and COO, ensuring efficiency and value for money.
• Manage the CEO and COO’s expense reporting and the Executive Office budget, maintaining accurate records and flagging issues proactively.
• Serve as the first point of contact for the CEO's office, managing enquiries from staff, partners, donors and stakeholders with professionalism and discretion.
• Work closely with the Internal Communications and Social Media team lead to ensure CEO internal and external communications are delivered well.
Board and Governance Administration
• Lead the end-to-end administration of Board of Trustee meetings and sub-committees, including scheduling, preparation of Board papers, agenda coordination and minute-taking, utilising AI. The majority are virtual due to the international nature of the board. In-person meetings take place approx. every 18 months.
• Maintain the governance calendar and ensure all regulatory and statutory reporting deadlines are met in coordination with the Company Secretary, CEO and COO.
• Support the onboarding of new Trustees and maintain up-to-date records of Board membership, terms of office and declarations of interest.
• Build strong working relationships with Trustees, acting as a responsive and reliable point of contact between Board meetings.
• Assist with the organisation of the Annual General Meeting and other governance events.
Leadership Team Coordination
• Coordinate the Global Leadership Team (GLT) meeting cycle, including agenda-setting, papers, actions and follow-up, working closely with the CEO and members of GLT.
• Support the CEO in tracking GLT action items, strategic priorities and key commitments, flagging issues and ensuring accountability.
• Co-ordinate with Regional and Country Directors on the Senior Leadership Team (SLT) meetings, including agenda-setting, papers, actions and follow-up,
• Assist with the preparation of materials for all-staff communications, leadership away-days and organisational events.
• Build effective working relationships across Practical Action's global offices, navigating time-zone differences and cultural contexts with sensitivity.
Stakeholder and Partnership Support
• Support the CEO's engagement with major institutional donors, trusts and foundations, bilateral agencies and high-value partners, including managing contact records and briefing materials, liaising closely with the business development and philanthropy teams.
• Coordinate logistics for high-level external visits, delegations, conferences and events involving the CEO.
• Assist with donor stewardship activities and the preparation of materials for fundraising and partnership development.
• Represent the CEO's office professionally in interactions with government officials, international organisations and peer NGOs.
Project and Research Support
• Take on research and project management tasks as directed by the CEO
• Continue to test and utilise AI tools to increase efficiency and effectiveness and share learnings with other members of Practical Action
• Support the delivery of special initiatives and cross-organisational projects led from the Executive Office.
• Maintain confidential files and records management systems for the CEO's office, ensuring compliance with GDPR and information governance policies.
To be successful in this role, the ideal candidate will be able to demonstrate:
Essential
• Significant experience (typically five or more years) as an Executive Assistant or Personal Assistant supporting a Chief Executive or equivalent senior leaders in a complex and or charitable organisation.
• Demonstrable experience of Board and governance administration, including minuting meetings and managing trustee or director-level relationships.
• Excellent written and verbal communication skills, including the ability to draft high-quality correspondence, briefing papers and presentations to Board or senior stakeholder standard.
• Outstanding organisational skills and attention to detail, with the ability to manage competing priorities, meet deadlines and maintain quality under pressure.
• High degree of discretion, confidentiality and professional judgement in handling sensitive information about people, partners and organisational matters.
• Strong interpersonal skills and emotional intelligence, with the ability to build trust and credibility with senior internal and external stakeholders.
• Experience of coordinating complex international travel and managing logistics across multiple time zones.
• Proficiency in Microsoft 365 (Outlook, Word, Excel, PowerPoint, Teams), AI tools and the ability to learn new digital tools quickly.
Desirable
• Experience working in an international NGO, development organisation or comparable mission-driven environment.
• Familiarity with funder relationships
• Experience supporting or working in an organisation with offices or programmes in the Global South.
• Knowledge of charity law and UK charity governance, including Charity Commission requirements.
• A second language relevant to Practical Action's programme geographies (e.g. French, Spanish, Arabic).
• Experience with CRM or stakeholder management systems.
Skills, Abilities and Competencies
· Problem-Solving
· Strong Communication & Diplomacy
· Adaptability
· Proactive organisation skills
To apply please submit a copy of your CV (no more than 3 pages) and a supporting statement/letter that includes the answers to the following questions:
Closing date for applications: 17th June 2026. Should we recruit a suitable candidate before the closing date, we will close applications earlier than the specified date.
Interviews: It is anticipated that interviews will take place W/C 22nd June 2026
If you do not hear from us within five weeks of the closing date, please assume your application has not been successful
Our vision is for a world that works better for everyone. We believe where there’s action, there’s hope.
The client requests no contact from agencies or media sales.
Camden Disability Action (CDA) is seeking an exceptional Chief Operating Officer (COO) to play a pivotal role in shaping and delivering our mission as a leading user-led charity for Disabled people.
As COO, you will provide strategic leadership and operational excellence across the organisation, ensuring CDA delivers high-quality, accessible, and impactful services. You will translate our vision and strategy into effective day-to-day operations, driving performance, consistency, and continuous improvement across all areas of delivery.
As a key member of the senior leadership team, you will work closely with the Chief Executive Officer and Board of Trustees to support organisational strategy, governance, and long-term sustainability. You will bring strong strategic insight, alongside the ability to lead people, systems, and services with confidence and clarity.
You will have responsibility for core operational functions, including HR, Finance, Health & Safety, Data Protection, and Communications, as well as oversight of service delivery and contract management across CDA’s portfolio. You will ensure our infrastructure and processes are robust, compliant, efficient, and aligned to our values.
The successful candidate will be a confident and experienced leader, able to balance strategic thinking with strong operational delivery. You will also act as deputy to the CEO when required, providing trusted leadership across the organisation.
Due to the nature of the Chief Operating Officer role and the space-based approach of the Greenwood Centre, it cannot be delivered remotely. The post requires regular in-person operational delivery. However, we are open to offering one day of remote working per week, where practical.
CDA is committed to building a diverse, inclusive, and equitable workplace that reflects the communities we serve. We particularly welcome applications from Disabled people, people from Black, Asian and other minoritised communities, LGBTQ+ people, and others who are underrepresented in the charity sector and leadership roles. We are also open to considering flexible working arrangements, including job shares, where this can support the successful delivery of the role.
The client requests no contact from agencies or media sales.
Who are we?
We are SafeLives, the UK-wide charity dedicated to ending domestic abuse, for everyone and for good.
We work with organisations across the UK to transform the response to domestic abuse. We want what you would want for your best friend. We listen to survivors, putting their voices at the heart of our thinking. We look at the whole picture for each individual and family to get the right help at the right time to make families everywhere safe and well. And we challenge perpetrators to change, asking ‘why doesn’t he stop?’ rather than ‘why doesn’t she leave?’ This applies whatever the gender of the victim or perpetrator and whatever the nature of their relationship.
Last year alone, nearly 13,500 professionals received our training. Over 70,000 adults at risk of serious harm or murder and more than 85,000 children received support through dedicated multi-agency support designed by us and delivered with partners. In the last four years, over 2,000 perpetrators have been challenged and supported to change by interventions we created with partners, and that’s just the start.
Together we can end domestic abuse. Forever. For everyone.
About The Drive Partnership
The Drive Partnership, established by Respect, SafeLives, and Social Finance in 2015, is working to end domestic abuse and protect victim-survivors by disrupting, challenging, and changing the behaviour of those who are causing harm. The Drive Partnership does this through the development of innovative perpetrator responses and advocating for systems and policy change to develop sustainable, national systems that respond more effectively to all perpetrators to increase the safety and freedom of all adult and child victim-survivors.
Purpose
Following a four-year investment from the Home Office announced in July 2025, the Drive Project – the Drive Partnership’s flagship intervention for high-risk, high-harm and serial perpetrators of domestic abuse – will expand across all areas in England and Wales, with the vast majority of funding flowing directly to local perpetrator services and victim-survivor services by nature of the Drive Project’s model.
To support the safe implementation of the expansion of the Drive Project intervention, we are seeking a proactive, solution focused individual to work with Drive Partnership and SafeLives, and our delivery sites to ensure our Data Protection policies and practice are up to date, and being consistently adhered to.
This is a new role and will spend two days working to support the Drive Partnership and one day to support SafeLives directly. For more information on SafeLives and the Drive Partnership, please see below.
The role is sensitive by nature and involves dealing with highly confidential and complex information.
Position context
This role sits within the Finance Department and is a critical support function across SafeLives and the Drive Partnership . The Data Protection Officer will be managed by the IT and Compliance Manager and will also work closely with the Head of Operations and Practice Advisors in the Drive Partnership, and , Heads and the Leadership Team to ensure the smooth operating of the business.
Responsibilities
Person Specification
Experience
Strong working knowledge of UK GDPR, Data Protection Act 2018, PECR, and ICO guidance and with relevant qualifications. Experience managing data protection compliance within a charity, public sector, or safeguarding‑focused organisation. Understanding of safeguarding principles, particularly relating to domestic abuse, confidentiality, and safe data‑sharing protocols.
Skills
Competencies
Equality and Inclusion
SafeLives is committed to providing equal opportunities for all, irrespective of age, disability, race, sex, religion/belief, sexuality, gender identity, marital/civil partnership, pregnancy/maternity and working patterns. We are keen to have staff that appropriately represents all the communities we serve as an organisation.
Lived Experience
We believe there is no ‘them and us’ in domestic abuse, and recognise that applicants may have direct or indirect experience of their own, whether disclosed or not. We are committed to placing lived experience of domestic abuse at the heart of all we do, and colleagues who chose to share their personal expertise can do so openly and with organisational support.
If there is any discussion during the course of the recruitment process regarding a candidate's personal experience of domestic abuse, it will be treated confidentially and will not be shared outside of the interview panel/Human Resources.
The client requests no contact from agencies or media sales.
Data and Systems Officer
Role Details & Staff Benefits
Salary: £30,385 gross per annum
Duration: Permanent
Hours: Full-time
Location:Hybrid – NASP have an office space at London's Southbank Centre which can be used by staff at any time. The role will be expected to work up to 2 days per week in the office with the remainder at home, depending on agreed hours. There may also be additional travel required for staff days, site visits and other events.
NASP offer a range of core benefits for staff including:
30 days paid annual leave per annum, plus Bank Holidays
An additional day of paid leave per year on your birthday
Opportunities for Volunteering & CPD days each year
Opportunity to request flexible working arrangements, including compressed hours
Contribution to annual eye test, eyeglass purchase, and flu vaccination
Access to discounts across the Southbank Centre site; including free/discounted reciprocal access to participating galleries & museums in London & the UK
Applications are welcomed from applicants who wish to apply for a position based on a flexible working arrangement. Should a candidate be successful after the interview stage, any reasonable requests will be reviewed and be sought to be accommodated within the needs of the role. All appointments are subject to proof of right to work in the UK, references and a 3-month probationary period.
About NASP
The National Academy for Social Prescribing (NASP) is a registered charity and company limited by guarantee. Our goals are to promote social prescribing and to bring about a social revolution in wellbeing, as set out in the NASP Strategic Plan.
To learn more about our organisation, partners, and social prescribing, please visit our website.
Our working culture values flexibility, wellbeing, and collaboration. We are committed to creating an inclusive workplace and supporting our staff to work in ways that suit both their roles and personal circumstances, fostering an environment where everyone can thrive and contribute to the success of the organisation.
Inclusion at NASP
We particularly welcome applicants from global majority and LGBTQIA+ communities, those with lived experience relevant to social prescribing, and those who identify as disabled and/or neurodiverse.
As a Disability Confident Employer we guarantee an interview to candidates who identify as disabled and opt into the ‘Guaranteed Interview Scheme’ on our application portal, provided they meet the minimum essential criteria for the role.
We are committed to creating a fair, accessible and supportive recruitment process, and to removing barriers wherever possible. We will consider reasonable adjustments at every stage of the recruitment process to support individual needs. Adjustments will depend on your specific circumstances and request, but may include:
Flexibility with interview times and formats and locations
Providing application materials in alternative formats
Accepting applications in alternative formats including video or audio
If you require adjustments, an alternative method of application, or would like to discuss your needs, please contact us and we will be happy to support you.
How To Apply
To apply for this role, please follow the link to our application portal. You will be required to upload your CV and covering letter only, outlining how you meet the requirements of the role and person specification. Please note that any additional files (such as reports) will not be considered during shortlisting.
To support us with monitoring our Equal Opportunities Monitoring, we ask also all candidates to complete our Equal Opportunities form. Your responses will not be shared with the panel or used to make any recruitment decision.
The deadline to apply is 9am on Monday the 13th of July.
First stage interviews will be held on Wednesday the 29th & Thursday the 30th of July 2026. You will be able to indicate on our application portal whether you will be available or unavailable during this period.
For more information on the role, please email any questions to us via the email on the job description document. We look forward to hearing from you about the role of Data and Systems Officer.
Job Description & Person Specification
Purpose of This Role:
This key support role will work with colleagues across the organisation to ensure NASP’s data and key systems, including our CRM (Microsoft Dynamics 365), dashboards and databases, are effective, accurate, and useful. This includes improving data capture, enabling consistent reporting, and ensuring that quality data can be used to support organisational priorities.
The role will support colleagues to use systems confidently and understand data requirements, providing analytic solutions that meet the needs of the organisation, and identifying where practices and systems can be improved.
The role will sit within the wider Operations team who oversee the core business and operational functions of NASP, including Finance, HR, Governance, Project Support, Administration, and Logistics. As a member of this team, the role will provide general administrative support to NASP programmes, liaising with our CRM support provider (Chorus) and IT provider (Logicata) to act as an essential bridge between internal colleagues and these external technical experts.
As NASP continues to develop its membership and training offers, the Data and Systems Officer will support the growth of this work, ensuring that systems and data flows are aligned, and leading on the technical management of data within these systems. The role will also support teams with reporting and evaluation, making effective use of NASP’s data.
This is an ideal opportunity for a proactive and highly organised individual with excellent data management, administrative, and technical skills (particularly working with CRMs) to support across the range of NASP’s programmes and projects, as well as development of new systems and processes.
Person Specification:
Essential
Knowledge of the VCFSE sector and/or Social Prescribing
Good working knowledge of CRM systems, preferably Microsoft Dynamics 365 (including technical skills)
Experience of administrating/managing membership systems or other databases
Knowledge of GDPR and other Data compliance requirements
High-level numeracy, logical reasoning, accuracy and attention to detail
Desirable
Comfortable working with large, complex data sets and identifying trends and data quality issues
Strong Microsoft Excel skills, and experience with data visualisation tools
Experience in the charity, health, or public sector
Ability to work within a busy environment and effectively prioritising and managing own workload
Ability to manage working relationships with external partners & providers
Experience in training & upskilling colleagues (particularly in data management, systems & processes)
Affinity with NASP’s Values as defined in the NASP Strategic Plan
Responsibilities:
CRM and Systems Management
Ensure colleagues across the organisation are effectively using the CRM (Microsoft Dynamics); as well as other key data systems, supporting with staff training and guidance, providing advice and support where needed to ensure the team feels positive and confident using them in their day-to-day work.
Undertake regular reviews & audits of data stored on the CRM to amend errors (e.g. duplicate records), and identify gaps or areas of concern, ensuring a smooth user experience.
Work closely with our CRM support provider (Chorus) to manage any support requests and technical errors, undertaking any updates, fixes and developments to the system where required.
Proactively identify any CRM and wider system processes that can be improved or developed, working with NASP colleagues to ensure the CRM is being effectively integrated into their work.
Working with the Strategic Project Manager, undertake regular contract reviews with our CRM provider to ensure value for money and quality of service.
Data Management
Oversee NASP’s Data inbox, responding to enquiries and escalating concerns or risks.
Working with Director of Operations to proactively support NASP to meet data compliance; to identify any data risks and to mitigate these, including gaps in data capture or poor system use.
Present data through reports and produce insights to support NASP’s evidence, evaluation and reporting needs (e.g. for grant funders, programme evaluation or trustee board reports).
Work with NASP colleagues to improve how data is used in their work, building good data habits across the organisation.
Identify and address common issues in how documents and information are managed across the organisation, ensuring standards are maintained consistently across NASP.
Systems Integration
Work with colleagues to support the ongoing development of NASP’s Membership & Training offers, by ensuring the data and systems that support this work are effective.
Support colleagues with effective data use to track the engagement, activity and growth of key networks and communities.
Provide administrative support to establish and develop any new systems, working with colleagues and external providers as needed, ensuring that data flows between existing systems are aligned.
Work closely with the Communications team to ensure the NASP website supports the capture and flow of data effectively.
Liaise with our IT provider (Logicata) for anything relating to the Microsoft suite, including technical support.
General
Take a proactive approach to support and lead administrative reviews / efficiencies across the organisation, ensuring consistency of approach.
Work with teams across the organisation to help ensure we are delivering business objectives.
Support the Communications team and other colleagues in managing NASP shared mailboxes, including deputising for colleagues where necessary.
Support the Operations team in the ongoing maintenance of business, finance and project management processes & systems.
Reporting To: Strategic Projects Manager (International, Arts & Grants)
We support communities and organisations through social prescribing so that more people across the UK can enjoy better health and wellbeing.
The client requests no contact from agencies or media sales.
Data Protection Manager
Are you looking for an exciting opportunity to work for an organisation that makes a difference? An organisation that nurtures its people, encourages development, and rewards staff for their hard work.
If the answer is yes, then this is the place for you!
We are looking for an experienced and highly motivated data protection expert to join the Secretariat Team. You will embrace the challenge that such a varied role brings.
Position: Data Protection Manager
Location: Oxford/Hybrid
Hours: Part-time, 15 hours a week
Salary: £41,241.86 pro rata (actual £16,719.67)
Contract: Permanent
Closing Date: Midnight, Sunday 5 July 2026
Interviews: Tuesday 21 July 2026, Oxford
The Role
A highly valued role in the Secretariat Team of the Oxford Diocesan Board of Finance (ODBF) has become available due to the portfolio growth of the existing postholder.
This is an important role which combines high quality General Data Protection Regulation (GDPR) advice and collegiate support, policy and practice development and hands-on case management, such as undertaking Subject Access Requests (SARs).
You will directly support ODBF staff, including training and response to queries and proactive advice and support to area teams (bishops, archdeacons and their teams) and parishes. The role provides an excellent opportunity for varied work, especially for someone who enjoys the full breadth and depth of data protection work.
Although there is no direct line management responsibility, the role requires working well in a team, supporting others with confidence in your personal decision-making. Whilst the role involves managing autonomously the full portfolio of data protection issues on a part-time basis, it sits within a friendly, high-functioning and highly motivated team, supported by the Director of Secretariat.
About You
You will embrace the challenge that such a varied role brings. With proven knowledge and experience in offering timely, high-quality advice and guidance on GDPR issues and a ‘can-do’ approach to case work, you will deliver excellent, meaningful support to the ODBF, area teams and parishes.
You will be flexible in your working style and collegiate in spirit, with confident communication skills and excellent attention to detail. You will be comfortable prioritising competing demands and in dealing with information of a sensitive and sometimes emotive nature.
In return, there will be many opportunities for you to enhance your skill set and gain new experiences, whilst performing a highly valued role, in an organisation striving to make a positive difference.
This role can be fulfilled on a hybrid basis, with some requirement for a physical presence in the office (Church House Oxford, Kidlington, Oxford, OX5 1GF).
You do not need to be a practising Christian or have a faith to work with us - around 50% of our staff are not practising Christians but are comfortable with the Christian ethos that underpins our work. However, all our staff do have a shared desire to make a difference.
The successful candidate must have the right to live and work in the United Kingdom.
Only shortlisted candidates will be contacted for interviews. If you do not hear from us, your application has not been successful.
We are particularly keen to receive applications from UK Minority Ethnic / Global Majority heritage and disabled candidates, who are currently underrepresented.
Our client is committed to the safeguarding, care, and nurture of everyone within the church community. They follow and are committed to their Safeguarding Policies and the relevant statutory legislation and guidance, "Working together" to ensure the welfare of children and young people is paramount.
You may have experience in other areas such as Data, Data Protection, Data Manager, Data Protection Manger, Data Officer, Data Protection Officer, GDPR Manager, GDPR Officer.
Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People. #INDNFP
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Reports to: Chief Operating Officer with dotted line to Head of Technology
Location: Hybrid - mainly at home, with monthly co-working days in London and meetings with team as required
Salary: £39,000 - £41,000
Hours: Full time; 37.5 hours a week, We are happy to consider requests for flexible or part time working
Contract: Permanent
ABOUT NOW TEACH
We believe that experienced professionals can make exceptional teachers who shape young lives. That’s why, since 2017, we’ve attracted, supported and championed those who make a courageous career leap into the classroom; more than 1,300 so far.
We currently have teachers in over 700 schools, teaching over 125,000 students. Our purpose is to stand beside career-change teachers as they navigate a new professional identity and bring their experiences, skills and networks to the students, subjects and schools that need them.
We are looking for driven and committed people to help us meet new goals, increase our Network and create more impact in schools.
ABOUT THE ROLE
Role overview
The Data Manager is responsible for overseeing the collection, management, quality, security, governance and use of data at Now Teach. They are responsible for ensuring that Now Teach’s data is accurate, integrated between systems, well managed, accessible to support operational reporting, analysis, continuous improvement and strategic decision making.
This is a key role in ensuring we can identify, articulate and measure the impact of our work both internally, and with partners, senior stakeholders and funders as well as supporting our aims of operational efficiency and self-service. The role will continue to develop our data capability as an organisation to evaluate our impact and continually improve our processes.
The Data Manager will be adept at working with multiple stakeholders and helping navigate and simplify processes. They know how to pull information from our reporting systems alongside or combined with other data sources, including national benchmarks, to identify trends and patterns and provide that data to teams in a way that supports great decision making and improvement. They will have a passion for data engineering being hands on as well as being able to identify and implement improvements to drive our data forward.
In this role you will……
Data quality & governance
Oversee Now Teach’s data systems, fundraising and monitoring and evaluation processes ensuring they are set up for reliable data capture and reporting
Work closely with our data system product owners to ensure systems are set up and used to protect confidentiality, integrity and accessibility of data
Oversee data pipelines and the data aspects of integrations between our core systems
Be responsible for data accuracy, integrity, governance and consistency across systems, ensuring high levels of data accuracy, completeness and consistency
Responsible for data capture across the organisation – Recruitment, Network, partners and donors
Ensure compliance with the UK GDPR and that data is handled securely and ethically
Date engineering
Be responsible for transitioning raw data into clean, structured and reliable datasets that are easy to understand and can be used for informed decision making across the organisation
Be responsible for automating the collection of data from multiple systems so it can be reliably analysed
Creating datasets and reports that support accountability, learning and improvement
Develop our approach to data management and platforms, exploring the use of a medallion based data warehouse
Reporting, monitoring & impact
Produce regular reports for teams, trustees, funders, and regulators.
Support monitoring, evaluation, and learning (MEL) activities to evidence impact and outcomes.
Enable accurate reporting for all teams from all key systems, developing self-service dashboards and reporting to support service improvement and organisational learning.
Support analysis and data led strategic decision making by providing and making accessible reliable data
Respond to ad‑hoc data and reporting requests, including grant applications and tender submissions.
Use internal reporting systems and external data sources, including national benchmarks, to identify trends and patterns, to support data led strategic decision making and organisational learning.
Systems & improvement
Responsible for effective data capture across all new areas of work, working with the Head of Impact, Head of Technology and relevant teams to define and agree data needs and ensure appropriate systems are in place to support high quality data
Identifying opportunities to automate, streamline and improve data processes with an organisational ambition for data to be readily accessible for all teams
Build meaningful reports and dashboards, working with the Head of Technology and engaging with internal teams required
Maintain our data map and other related assets to ensure we have a clear view of what data we capture across the organisation and what we do with it
Develop data management and data visualisation guidelines for Now Teach to ensure we have a consistent approach to gathering data
Provide training and guidance to all Now Teach staff on data best practice
Key collaborators
In this role you will work closely with a wide range of stakeholders to achieve success, including...
Head of Impact – partnering closely to ensure the organisation has robust, high-quality data to effectively measure, evaluate, and evidence impact. You will support the development of meaningful insights that enable data-driven decision-making and continuous improvement.
Head of Technology – collaborating to ensure that data infrastructure, systems, and processes are fit for purpose, secure, and aligned with organisational needs, enabling efficient data management and integration across platforms.
CRM Product Owner – working together to optimise the use of the CRM system, ensuring it meets user needs, supports accurate data capture, and enables effective reporting and analysis across teams.
Director of Network and their team – providing clear, robust, and accessible data sets to support ongoing network design, planning, and delivery. Your work will help inform strategic decisions and ensure data is easily understood and actionable.
Director of Philanthropy, Marketing & Communications and their team – supporting donor reporting requirements, contributing to the development of compelling fundraising pitches, and providing key data sets to strengthen communications.
Director of Recruitment and their team – ensuring the provision of accurate and timely data to support forecasting and planning.
PERSON SPECFICATION
Who you are (qualities/values)
What you’ll need to succeed in this role (experience/qualifications etc)
Don’t meet every requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every qualification. At Now Teach we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your experience doesn’t align perfectly, we encourage you to apply anyway.
WORKING AT NOW TEACH
Our people join and stay because they value Now Teach’s flexibility, close-knit team culture and social purpose. 32% of employees at all levels of the organisation work part time and everyone works flexibly, with time off in lieu part of our standard working practices. We are a small, collaborative and supportive team of nearly 20 people. We are non-hierarchical, and we set clear expectations and celebrate the successes of teams and individuals.
Our Vision
Schools and students benefit from the inspiring professional and life experience of career change teachers.
Our Values
Now Teach has four core values which encompass how we work together to delivery our vision and mission: Drive impact through expertise; Focus on who matters most; Make change happen; and Build connections that amplify.
Our culture and values are central to us encouraging and supporting people into teaching. Without our positive, honest, and flexible approach we wouldn’t be able to adapt to meet the needs of Now Teachers. We have been named as one of Escape the City’s Top 100 Employers in 2021 and 2022 and have been recognised as a Working Mums’ Top Employer and at the Working Dads Employer Awards. We have won awards for our Culture, Flexible Working and Excellence in Public Service.
In return we offer you
As well as flexible working and a great culture, we offer a wide range of benefits including 25 days annual leave per year (plus bank holidays), an additional 3 days for Christmas closure (25th Dec-1st January), a pension scheme with a generous 11% employer contribution, enhanced parental leave policies, a rewards platform with employee discounts, access to an Employee Assistance Programme and an annual professional development budget for each employee.
Working arrangements
Full time/part time role, flexible working patterns possible. Now Teach are supported to work flexibly at co-working spaces or at home as needed with monthly working days in London. You will be required to cover your own travel expenses to London.
Application Process
Please submit your CV and cover letter (max 2 pages for the cover letter).
Applications close on 16th June
First stage interviews will take place on 1st/2nd July online
Second stage interviews (if appropriate) will take place on 9th or 13th July online
Diversity, Equity & Inclusion
Now Teach strives to be a workplace that is diverse, equitable and inclusive where we can ALL be ourselves. We encourage applications from people of all backgrounds, ethnicities, ages, gender identities, stages of life and those with hidden or visible disabilities.
We are committed to providing reasonable adjustments throughout our recruitment process and we’ll endeavor to be as accommodating as possible. If you would like to discuss specific requirements, please contact us and ask to speak to the Operations Team.
All applicants must have an existing Right to Work in the UK.
Safe Recruitment Procedure
Now Teach are committed to safeguarding and promoting the welfare of children and young people.To meet this responsibility, we follow a rigorous selection process, and all successful candidates will be subject to a Basic Disclosure and Barring Service check.
The client requests no contact from agencies or media sales.
The Data Management and Insight Officer will support the day-to-day management of White Ribbon’s data systems, including CRM (Zoho Bigin) and email marketing processes, website data capture, reporting and audience journeys. The role will help ensure that data is accurate, joined up, compliant and useful, enabling teams across the organisation to better understand audiences, improve engagement, evidence impact and make informed decisions.
Key responsibilities
Data management and quality
CRM, systems and data flows
Email marketing, audience journeys and segmentation
Website and Promise page administration
Reporting, insight and analytics
Surveys, monitoring and evaluation
Organisational support
Note: this is a new role and the job description may change as the role develops.
The client requests no contact from agencies or media sales.
Are you passionate about restoring nature, and want to develop your technical expertise within an organisation which provides data and insight into environmental decision making, both locally and nationally.
Somerset Environmental Records Centre are looking for a Data Officer who can help us deliver our core services, but also help us to build upon those, to maximise our conservation impact.
Data Officer – Somerset Environmental Records Centre
Salary: Banding Level 2 - £26,500 - £28,000 per annum
Contract type: Permanent
Working hours: Full time
Location: Taunton, Somerset (Opportunity for hybrid working)
About Us:
Somerset Wildlife Trust is a local independent charity. We are the only organisation uniquely focused on improving the natural environment of Somerset for the benefit of wildlife and people. We protect, and lead the recovery of Somerset’s stunning, diverse, and important natural environment, making the case for nature to the public and politicians.
The Somerset Environmental Records Centre (SERC) is a non-profit organization hosted by the Somerset Wildlife Trust. We serve as the county’s central hub for data regarding wildlife sightings, habitats, and geology.
About you and the Role
You’ll be part of a team where new software and techniques can do some of the heavy lifting, but we also need you to be resourceful and innovative in your thinking. You will work closely with our Data Manager and colleagues, to refine existing systems and processes, and ensure best practice is embedded in everything that we do. Including within the centre’s data acquisition, collation, synthesis, management and analysis, where diligence and achieving efficiencies, are both priorities.
Principal elements of the role are to assist in the Data Management process within SERC, data governance and policy, data collection and capture, storage, security, integration and analysis. This includes software management and working with existing data and acquiring or accessing new data and evidence from varying sources. You’ll help ensure all incoming and outgoing data processes run smoothly, securely and are up to date, to fulfil SERC’s mission as the ‘go to’ ecological data evidence provider for the county.
Whilst working closely with the Data Manager and Head of SERC, there will be opportunities for personal development and to work with other team members in the promotion and growth of SERC, ensuring environmental information is gathered, stored, analysed, interpreted and managed in line with the requirements of the SERC partnership.
Responsibility 1: Data Management
Responsibility 2: Data Security
We offer some fantastic benefits including:
The opportunity to make a real and positive difference to nature, communities and the climate
Closing date: Monday 15 June 2026
Interested?
If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position.
No agencies please.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
nasen is currently recruiting a Head of Data & Insights to lead all digital technology and analytical requirements across the charity.
Job vacancy: Head of Data and Insights
Location: Tamworth (Hybrid, Office 2 days per week)
Salary: £45,900 per annum
Hours: Full time (part time working considered)
Contract Type: Permanent
About us
nasen is the National Association for Special Educational Needs – a charitable organisation that exists to support and champion those working with, and for, children and young people with SEND and learning differences.
We seek to ensure that all education practitioners across early years, schools, post-16 and wider settings are equipped to understand, identify and support those with SEND and learning differences, and provide Continuing Professional Development (CPD), resources, advice, information and much more to enable all staff to meet the needs of all their learners.
nasen brings organisations together, whether locally or nationally, to share practice, shape solutions. Our priorities are those that matter to the education and SEND sector, drawing on our direct engagement with practitioners, school leaders, SENCOs, local authorities and hearing from the lived experience of children and young people.
About the role
This role within nasen’s Senior Leadership team offers the opportunity to join a small, yet dedicated and passionate workforce at an exciting time following the launch of nasen Plus membership and nasen Academy.
This opportunity will allow you to be the key lead in influencing the direction of our digital strategy, whilst also contributing to the day-to-day tasks required to maintain and implement an effective and accessible digital platform.
You will be an essential and valued member of the Senior Leadership Team, helping us in our mission to create an inclusive and equitable education for all.
Role objectives
Employee Benefits
Closing Date: Monday 15th June 2026
Interviews are expected to take place the week beginning 22nd June.
N.B. We will be reviewing applications as they come in, we will close the advert early if we receive sufficient quality applicants, please apply early to avoid disappointment.
Interested?
If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position.
Equality, Diversity and Inclusion
We aim to be an inclusive employer – let us know if you have any access requirements for the recruitment process. We are happy to offer interviews online or in person. The interview process will include a conversation with prepared questions.
No agencies please.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
We are excited to be supporting St. Lukes Hospice (Basildon & District), to find a part time Supporter CRM & Data Manager.
This is a hybrid role based at the peaceful countryside Thurrock Hospice site in Essex, with 22.5 hours (3 days) per week, working pattern can be discussed. (£18,034.28 - 23,393.39 depending on experience)
The Charity
A passionate and collaborative hospice, dedicated to working in partnership with the community and committed to providing high quality, safe and supportive specialist palliative care services.
You would be joining an inclusive and supportive team with access to employee benefits that include:
The Role
Development, management and review of processes and procedures for all fundraising income and data across on and offline platforms.
Management and development of the Hospices supporter CRM (Donorflex), leading the relationship with the CRM provider and other data management suppliers.
Development and implementation of appropriate CRM training and reference materials for the Hospices CRM users.
Management of the fundraising and marketing data selection function.
Management of the teams reporting and insight function, ensuring provision of necessary reports, insights and learning to support future income.
Work with key colleagues across the organisation to support the wider Hospices Data Strategy and development of our data architecture.
Line management, development and provision of professional support and guidance to our Supporter Data Officers and volunteers.
The Candidate
Experience of CRM database management with excellent knowledge of CRM databases.
Experience of managing income and data processes and reconciliation.
Experience of working with data for marketing purposes, including compliant handling of communication preferences and building marketing data selections.
Experience of undertaking data analysis and presenting in appropriate formats to inform business decisions.
Demonstrable knowledge and understanding of data protection legislation and industry-specific regulation and experience of ensuring compliance within processes and working practices.
IMPORTANT NOTE
Please note applications are being reviewed at the end of May. If you havent been contacted within 5 days your application has been unsuccessful, but we positively encourage you to apply for any other positions that you may see in the future.
We apologise that we cannot contact everybody in person but thank you in advance for your interest.
Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.
Job Title: Head of Business Operations
Salary: £40,000 per annum (£32,000 per annum pro rata) + 10% company pension on successful completion of probation
Contract: Permanent
Base: The Brain Charity, Norton Street, Liverpool, L3 8LR
Hours: Part Time - 30 hours per week
Responsible to: Chief Executive Officer
Direct Reports: 4
Summary of Role
The Head of Business Operations will play a key leadership role within The Brain Charity, leading and overseeing the effective and safe delivery of a range of business and operational activities. This includes responsibility for premises management, health and safety, data protection compliance, ICT systems, and operational services such as room hire and café provision.
Working closely with the Chief Executive Officer and senior colleagues, the role will ensure that systems, processes and services run efficiently, meet regulatory requirements, and support the charity’s wider objectives. The postholder will also lead on continuous improvement, oversee operational performance, manage budgets and commercial activities, and develop sustainable income-generating services that support people living with neurological conditions.
Key Responsibilities
Management of Physical Assets
Health & Safety, Security & Business Continuity
Data Protection & GDPR
ICT, Digital & Systems Oversight
Operational Management
Financial Management
People Management
Other
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Reports to: Operations Director (Head of Delivery)
Contract: Part-time 20 hours over 5 days a week (0.5 FTE)
Role Purpose
As Payroll Lead, you will manage HOST’s global payroll operations — ensuring that all staff, contractors, and hosted partners are paid accurately, compliantly, and on time.
You will bring structure, care, and precision to one of HOST’s most essential services: ensuring the people driving climate and social action receive the financial stability they need to do their best work.
This role supports both internal HOST staff and hosted partners, liaising across HR, Finance, and Community Support to deliver secure, compliant, and efficient payroll management. You will also help develop new systems and processes as HOST expands internationally, ensuring our operations remain smooth, transparent, and aligned with local legislation.
Core Responsibilities
1. Payroll Management
2. Compliance and Record-Keeping
3. System Management and Improvement
4. Contractor and International Payroll Support
5. HR and Staff Support
6. Risk and Confidentiality
Key Relationships
Internal: Operations Director, Finance Manager, Accountant, Community Support Leads, HR & Payroll External Specialist, and Legal Lead.
External: Payroll providers, Employer of Record partners, and hosted partner representatives.
Performance Indicators
Qualifications/Experience: Member of recognised payroll body e.g. CIPP/GPA
We believe in the power of people to do extraordinary things. Our mission is to host the world's change-makers, enabling climate and social action.
Your Mission
Following a series of significant new business wins, the Corporate Partnerships Team are looking to grow. We are looking for an ambitious and experienced Corporate Partnerships Officer who is motivated by results and a natural-born relationship builder and communicator. The role will be responsible for managing, growing and extending a portfolio of partnerships (worth approximately £20,000 per year) as well as supporting the wider team with our higher value partnerships and team administration.
Responsibilities
Your profile
Competencies
Experience
Why work for us?
Reports to: Corporate Partnerships Lead
Contract: Full-time, permanent
Benefits: Nine day fortnight & unlimited annual leave, Healthcare cash plan, 6% pension contribution, therapeutic services (after completion of probation), hybrid working.
Based: London Waterloo twice a week (Wednesdays and Thursdays) / Remote Working (Mon, Tues & Fri), 9.30am - 5.30pm.
A work environment that values creativity, personal growth and collaboration.
Applications for this role close on Friday 26th June.
About us
We’re Campaign Against Living Miserably (CALM), and we’re united against suicide.
We’re a suicide prevention charity, on a mission to help people end their misery, not their lives. We run stigma-smashing campaigns, offer loads of digital tools and resources, and run a life-saving helpline - all designed to help people find hope and a way forward. We are - united against suicide.
Safeguarding
We are committed to safeguarding and promoting the welfare of children, young people, and adults at risk, both offline and online. We recognise that harm can occur in physical, digital, and virtual environments, and we take our safeguarding responsibilities seriously across all areas of our work.
To help people end their misery, not their lives.

The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
ROOTED FINANCE
Rooted Finance is a pioneering specialist debt and financial inclusion Charity based in London. We’re committed to making money and debt advice accessible, for everyone.
The people we work with come from all walks of life and so do we.
We employ advisers from all backgrounds, not just because it’s the right thing to do, but because we are the communities we serve. We provide quality debt and money advice services to help clients manage their finances and debts, protect their essential services; and safeguard their income and priority needs. Our services have never been more needed in an uncertain financial environment.
Rooted Finance is expanding its team and is looking for a full-time Money Guidance Officer. This is an exciting opportunity to join a dynamic and supportive team at a pivotal moment in our growth.
We are looking for someone who enjoys providing a first-class client satisfaction and support service. You will work closely with our Advice team to ensure clients are accessing support through engagement activities and that they are able to progress their debt advice journey smoothly.
You will be the interface for advisers to ensure documentation and tasks are completed in a timely manner or the clients you are supporting. The post-holder will need to be comfortable interacting with a variety of audiences – advisers, clients and partner organisations, and enjoy supporting people to progress through their advice journey.
You will have strong administrative, research and data skills, excellent communication and critical-thinking skills, and should be flexible and capable of working independently and as part of a team.
The post holder will be part of a small team and need to be a proven self-starter. The team language is English, and Rooted Finance is an Equal Opportunities employer.
JOB DESCRIPTION
Job : Title Money Guidance Officer
Salary: £28,000
Hours: 35 Hours per week
Benefits: 25 days annual leave plus bank holidays Day of leave on your birthday Additional day of leave for each year of service up to 35 days 3% Pension contribution stakeholder pension £200 home-office equipment allowance Costco membership. Employee Assistance Programme Hybrid and flexible working arrangements available and agreed according to business needs
Contract: Permanent/Fixed Term (subject to funding)
Location: Rooted Finance delivers primarily an in-person service, postholder will be required to attend outreach locations/RF office. Hybrid arrangement with remote working will be incorporated where possible based on business demands.
Purpose of the Job
Rooted Finance provides client focused and impact driven services. The ability to provide first class advisory and casework services that impact individuals, and the communities they live in, is fundamental to the way in which Rooted Finance provides transparent and evidence-based services.
RF is looking for a proven self-starter to support our advice services and preventative initiatives. You’ll be passionate about working with people and committed to delivering a high-quality community engagement and support program. You’ll be adept at delivering comprehensive support to individuals within diverse community settings.
You will be confident in working with community members to grow and develop projects to reach isolated individuals. Working flexibly across dates (including occasional weekend working), times and locations, responding to project and community needs as required.
The successful candidate will have excellent interpersonal skills and be able to work flexibly with clients. You will be meticulous in your work, especially when supporting clients and maintaining case records for continuity of ongoing support. You will be trained and expected to keep up to date with regards to legislation, case law and policy changes relating to debt and a working knowledge of welfare benefits as directed by Line Manager.
Training and development
Rooted Finance will provide internal and external training as appropriate. Continued professional development is fundamental to the values of Rooted Finance in building capacity amongst its team members.
Reporting
The post holder will report directly to the Advice Manager of Rooted Finance
Role Requirements
This role aims to address the additional barriers and needs faced by overindebted individual, ensuring they are supported in navigating these challenges and can focus on the debt advice process effectively. As a Money Engagement Officer you will work across our various community partners, delivering money mentoring support and income maximisation services to local communities with the aim of promoting financial resilience and wellbeing. You will also provide assist in collecting essential documents and information for advisers to progress their cases. You will maintain accurate client and project records and contribute/support Manager(s) with effective project monitoring and reporting. You will capture learning to share with project stakeholders to help inform Rooted Finance’s wider approach to financial inclusion services.
Key functions and impact of the role will include;
Outreach and Engagement: Actively engage overindebted individual through various outreach initiatives such as community events, workshops, and partnerships with local organisations to raise awareness about debt advice to encourage individuals to seek help early and facilitate this through practical 121 support.
Support and guidance: Provide ongoing support needs to keep people with money worries engaged in the debt advice journey. Often people struggling with money worries have additional barriers and needs, this role focuses on the 'support function' which will be available to help people navigate barriers so they can focus on the specialist debt advice needed and offered through Rooted Finance and other support services.
Referral and Collaboration: foster a cohesive relationship to build partnerships and to collaborate with debt advice services, community organisations, and other stakeholders to facilitate referrals and ensure a seamless transition into debt advice services. Maintain strong partnerships with service providers to enhance accessibility and support for individuals in need.
Empowerment and Education: Equip our services users by providing ‘digestible’ financial education, coaching, and advocacy to help them make informed decisions, improve their financial literacy, and build long-term financial resilience. Data Collection and Reporting: maintain accurate records of all outcomes, advocacy and support provided to all individuals, diligently record outcomes to track the effectiveness of the triage process and measure the impact of the engagement efforts on increasing access to debt advice and other services.
Duties & Responsibilities: The main duties will include
1. Work closely with RF advice team in identifying client’ needs to work together to implement a holistic approach to supporting individuals.
2. Manage a joint caseload with debt advisers to ensure successful engagement in the debt advice journey, monitor progress and maintain diligent records across all systems
3. Working closely with advisers to support their more vulnerable clients
4. Delivering both 121 and group sessions to build individuals’ financial knowledge and resilience.
5. Increasing the visibility and awareness of the advice services through external events and roadshows
6. Develop and maintain good working relationships with clients to facilitate engagement in debt advice journey by explaining and outlining what debt advice offers, support to engage in attending debt advice appointment, follow up with obtaining required documents, make effective referrals for additional services and provide on-going support.
7. Draw up a personalised plan supporting clients to access and engage with the extensive range of support available in the community. Actively connect clients with a wide variety of services through signposting for additional help around health, wellbeing, housing, welfare, immigration, social support and financial advice.
8. Identify aftercare support to help individuals increase their ability around ongoing financial capability and literacy skills and to reduce further and future financial exclusions
9. Working with, and recruiting clients to, our Lived Experience Steering Committee
10. Provide one to one/group sessions to encourage and increase engagement in the debt advice service
11. Develop marketing and creative initiatives to promote and engage with service users to increase uptake in debt advice service and increase full journey completion.
12. Ensure all project monitoring requirements are adhered to and all learning (including risks and opportunities) is captured and recorded in a timely manner.
13. Perform consistent impact measurements on project components, including undertaking financial wellbeing checks before, during and after, beneficiary engagement with RF service in a non-intrusive manner
14. Actively participate in team meetings and work with colleagues and beneficiaries to further develop the project
15. Maintain effective communication between colleagues, stakeholders and beneficiaries at all times.
16. Undertake recommended and self-identified ongoing training and development to ensure gaps in knowledge/skills are acquired to meet requirement of the role and quality assurance processes in timely manner as directed by Supervisor/LM.
17. Work to an agreed work-plan, meeting targets on time and all required KPI
18. Work collaboratively to share good practice in performance and quality improvement with fellow advisers/wider team.
19. Ensure that all services comply with equal opportunities and other relevant policies and quality standards and good practice as outlined in organisational policies.
20. Ensure all work is fully compliant with Rooted Finance policies and procedures and Quality Standard
21. Ensure data protections regulations are adhered to and office procedures followed
22. Abide by all Health & Safety at Work Act procedures
23. Adhere to policy and procedures around safeguarding vulnerable adults at risk
24. Demonstrable understanding and application of the provisions of GDPR
25. Behave in a professional manner at all times
26. Act as an ambassador for Rooted Finance, reflecting the objectives and values, and to always work in the best interests of the charity.
Other 1. Undertake additional tasks as defined by Advice Manager of RF and senior management team.
PERSON SPECIFICATIONS
Qualification
Desirable: Educated to a degree standard or equivalent.
Essential: Relevant professional qualification (i.e.CMA Connect Money Mentor training)/ or equivalent gained through experience Evidence of continued professional development
Skills
Desirable: Excellent understanding of the principles and current best practice in debt, financial capability and financial inclusion.
Essential: Knowledge and understanding of the welfare benefit system and experience of advising customers on benefits.Understanding and commitments to the aims, principles, values and quality standards of Rooted Finance services. Awareness of, and ability to, understand and empathise with clients from a diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. Ability to use sensitive listening and questioning skills to get to the root of the issues and empower clients Ability to remain non-judgmental and apply active listening Ability to provide outstanding customer service Good communications skills – including written and personal presentation skills. Ability to give and receive feedback objectively and sensitively, and work as part of a team and be open to learning from others. Ability to manage own time and meet deadlines.High standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information Knowledge and experience of using case management systems to maintain accurate records Working in a small team and autonomously, experience of working in client facing role. A commitment to continuous professional development, including a willingness to develop knowledge and skills in advice topics
Experience
Desirable: Experience of supporting and guiding junior team members (volunteer/trainee team members)
Essential: Experience of working directly in a community setting such as adult health and social care, learning support or information and advice settings Experience of gathering, providing and disseminating complex and sensitive information Experience of liaising with partner agencies; Excellent communication, negotiation and organisational skills; Commitment to working flexibly across all RF services, including evenings and weekends (TOIL applied)
OTHER:
This role will be subject to an enhanced DBS check Rooted Finance is registered with the Information Commissioner's Office and will process your personal data in accordance with the General Data Protection Regulation and Data Protection Act 2018. Please refer to our online Privacy Policy for more information on how your personal data will be processed and stored. This job description and personal specification does not form part of any contract.
The client requests no contact from agencies or media sales.