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Position: Area Fundraising Manager

Location: Barnsley, South Yorkshire

Hours: 30 hours per week, 1 day working from home allowance

Salary: £39,000 - £41,500 (FTE) depending on experience; (5% pension contribution), 33 days of annual leave entitlement (inclusive of bank holidays) pro rata

Contract type: 1 year fixed term but with the potential to extend with job role success

Reportable to: Head of Operations and Community Support

Direct reports: No direct reports but this role has the responsibility to line manage people as and when an appropriate need arises with business development.

Job Purpose

This is a unique and exciting opportunity for an experienced fundraiser.  This role won’t just be supporting fundraising internally but will be leading a fundraising change across the borough. As our Area Fundraising Manager, you will lead a new strategy to transform how our communities give, collaborate and create impact.  You’ll organise large‑scale fundraising initiatives that bring the whole town together from landmark public events to innovative collective campaigns to smaller, targeted initiatives.  As our role as an infrastructure charity, we have a vision to help generate more sustainable income for a wide range of VCSE organisations in Barnsley whilst bringing people together to proudly support the brilliant charities, social enterprises and groups who hold up our communities every day.

You’ll also work closely with our members across the sector to build confidence, skills and long‑term capability, delivering or facilitating high‑quality fundraising training, mentoring and resources. Your efforts will be particularly focused in the areas of regular giving, events, corporate income and fundraising strategies. Through your guidance, local organisations will build skills, ambition and long‑term resilience ensuring no organisation is left behind because of confidence, connections or know‑how.

You won’t just be supporting others but you will play a pivotal role to help Barnsley CVS grow stronger.  One day per week will be spent supporting our own initiatives to generate sustainable income that helps Barnsley CVS expand its support offer, deepen its impact and champion the sector long into the future.  This could be anything from supporting bid writing to exploring new income streams to innovative fundraising.

Benefits

· 5% pension contribution

· 33 days of annual leave pro rata which increases with length of service

· Enhanced sick pay with length of service

· Flexible working with an easy to manage toil system

· Enhanced maternity leave

· Discounts on local Barnsley Gyms

If you’re passionate about safer communities and want a role where your work has a direct and lasting impact, this could be the perfect opportunity. As Crimestoppers’ Regional Manager for the South of England (Devon & Cornwall, Avon & Somerset), you’ll play a pivotal part in helping protect the public, empowering local people, and supporting the agencies working to prevent and solve crime.

We’re looking for an enthusiastic and motivated Regional Manager to represent Crimestoppers across the area. You’ll work closely with law enforcement and community partners to design and deliver meaningful crime‑prevention campaigns, while also coordinating cross‑border and national initiatives with organisations such as ROCUs and the NCA. You’ll empower local volunteer committees to thrive, act as a spokespeople for Crimestoppers in local and regional media, and drive funding opportunities that help expand our impact.

This role variety, and the chance to genuinely make a difference. We’re seeking someone with strong project and budget management skills, confidence under pressure, and the ability to build strategic relationships. Experience in or significant knowledge of the voluntary sector, media campaigning, or policing practice would be an advantage. If you’re committed to community safety and excited by the challenge of influencing real change, we’d love to hear from you.

A fantastic opportunity has arisen within our award-winning fundraising team, to join us in an exciting new role of Legacy and In Memory Manager (Lead).

At Birmingham Women’s and Children’s Hospital Charity, we believe there’s always more we can do for our sick kids and women, and that’s why we will always strive to do more for our patients and families. It’s our mission to raise the vital funds needed to make a real difference to all who use our hospitals, and to make our hospital feel just like home. 

This role requires someone with experience in legacy administration and promotion and/or in memory fundraising, as well as excellent communication skills and a strategic mindset. We need someone with previous experience in relationship management and income generation - ideally within a legacy and/or in memory setting - who is able to lead and inspire our supporters and staff in order to generate long term income and awareness for the charity.

To be successful in this role you will: 

• Lead the development and delivery of legacy marketing and in-memory fundraising strategies to drive sustained income growth and supporter retention
• Be self-motivated, independent and target-driven
• Act as the subject matter expert on legacy administration and in-memory giving, providing guidance, training, and mentoring while promoting a strong culture of philanthropy
• Manage all aspects of legacy casework, including complex and contentious cases, ensuring effective stakeholder relationships and full compliance with legal, regulatory, and best practice standards
• Oversee data management, reporting, and analysis to generate insights, improve processes, and support accurate forecasting and long-term financial planning
• Collaborate across teams to maximise fundraising opportunities, enhance donor engagement across channels, and deliver impactful events and integrated giving initiatives
• Posses a natural confidence in talking to people with high emotional intelligence and resilience due to the sensitive nature of the role, with excellent communication and relationship building skills.

What we offer: 

• Flexible and hybrid working to support work-life balance 

• Generous annual leave entitlement with additional leave for long service  

• Enhanced sick pay 

• Enhanced Maternity Pay 
• Employee Assistance Program and Lifestyle Savings

• Free flu jabs 

• Cycle to work scheme 

• Charity events throughout the year 

• Employer enhanced auto-enrolment pension scheme with 8% employer contribution 

• Ongoing commitment to education and professional development 

The Charity is committed to equal opportunities and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.  

Successful candidates will have access to vulnerable beneficiaries therefore the role is subject to Disclosure and Barring Service (DBS) clearance.  

If you think you have the qualities we are looking for and the desire to contribute, please download the Job Vacancy Pack and then send us a CV and covering letter explaining how you meet the criteria for the role and making clear why you would like to be considered for it. 

PLEASE NOTE: Within our organisation, this role is titled Legacy and In Memory Lead. This reflects our internal structure and does not change the scope or responsibilities described in this advert.

We will conduct interviews as suitable candidates apply and we're ready to hire if we find the right person before the job ad closes.

At Community Integrated Care, we believe everyone deserves the opportunity to live the best life possible. Our Partnerships & Communities team delivers ambitious, multi‑partner programmes that tackle inequality, open doors, and create lasting change for disabled people and the communities we serve.

​We’re now looking for an experienced Project Manager (Partnerships & Communities) to lead the delivery of complex, high‑impact programmes across England and Scotland – working with partners, funders, colleagues and people with lived experience to turn strategy into action.

​If you thrive in complexity, care deeply about social impact, and love bringing people together to deliver meaningful outcomes, this could be the role for you.

​This is a full time permanent role with travel to our head office in Widnes at least once a week with regional and national travel as and when required so our ideal candidate will be based within an hours commute of Widnes.

​What is "The Deal" for you?

• Flexibility: You can work your 37.5 hours over 4 days and enjoy a long weekend, or split the hours over 5 days to accommodate your other commitments.
• Pension: contributory pension scheme
• Benefits: retail discounts, holiday discounts, cycle to work scheme and travel discounts through our benefits app
• Best Lives Possible: You'll be working for an award winning charity who is passionate about ensuring our colleagues and the people we support lead the best lives bolder 
• Development: We'll work with you to develop your career or to learn and experience new things. We're passionate about developing our people! 
• Support: From our Employee Assistance Programme (available 24/7), financial support options, and wellbeing fund you'll have the support available to lead an easier (financial) life

You’ll lead projects end‑to‑end – from early concept and funding through to mobilisation, delivery, evaluation and legacy – ensuring programmes are well governed, well delivered and genuinely impactful.

​In this varied and high-profile role, you will be:

• ​Managing a diverse portfolio of projects, campaigns and partnerships, delivered to agreed scope, budget, timelines and quality
• ​Working closely with external partners, funders and suppliers to coordinate delivery and maximise impact
• ​Applying consistent, high‑quality project management standards, documentation and governance throughout the project lifecycle
• ​Leading risk, safeguarding, health & safety and compliance management across community‑focused programmes
• ​Producing board, partner and audit‑ready reporting, giving clear visibility of progress, risks, outcomes and learning
• ​Leading impact reporting and evaluation – turning data and insight into evidence, learning and future opportunity
• ​Managing project budgets, resources and supplier relationships to ensure value for money and compliance
• ​Supporting and developing colleagues, building strong project discipline, capability and collaboration across the team
• ​Representing our work confidently in presentations, reviews, events and partner forums

This is a highly collaborative role, working closely with colleagues across Partnerships & Communities, Group Projects, Operations, Support Services and external organisations.

Our ideal candidate:

​You’ll be a confident and values‑driven project professional who combines strong delivery discipline with empathy, creativity and influence.

• ​Proven experience leading complex projects end‑to‑end in multi‑stakeholder environments
• ​A strong understanding of project governance, assurance, risk management and portfolio delivery
• ​Experience working with partners, community organisations or suppliers, building trusted, productive relationships
• ​Confidence managing budgets, financial planning and value‑for‑money decisions within projects
• ​Excellent communication skills – able to translate complex information into clear, engaging messages for varied audiences
• ​Experience using project management tools and digital reporting platforms (e.g. MS Project, Smartsheet, Jira, Visio or similar)
• ​A recognised project management qualification (PRINCE2 Practitioner or equivalent) or equivalent experience
• ​A genuine commitment to inclusion, co‑production and social impact, with an understanding of safeguarding and ethical delivery
• Above all, you’ll be motivated by purpose, comfortable with ambiguity, and excited by the opportunity to turn ideas into mobilised, high‑impact programmes.

​Why join Community Integrated Care?

• Be part of one of the UK’s leading social care charities, delivering nationally recognised, high‑profile programmes
• Work on ambitious partnerships and campaigns that genuinely change lives
• Enjoy flexible and hybrid working arrangements
• Access learning, development and progression opportunities in a supportive, values‑led culture
• Be trusted to lead, influence and shape work that has a lasting legacy 

Ready to make a difference?

​If you’re an experienced Project Manager who wants your work to mean something, we’d love to hear from you.

​Apply now and help us turn partnerships into progress, and ambition into impact.

​Please note, if you are interested in this role, we welcome your application as soon as possible! Depending on the volume of applications received, the vacancy may be closed before the expected advertising end date.

We’re really proud to be a Hive HR Employee Voice Certified organisation, a recognition that confirms our commitment to creating a culture where our colleagues are not only encouraged to share their thoughts, but where this feedback is actively sought and acted upon to drive positive change at every level.

In our 2025 Colleague Engagement Survey, 59% (nearly 3,800) of our people shared their feedback and insights, giving us an incredible Employee Net Promoter Score of +34.

The Employee Net Promoter Score is a measure of how willing our colleagues are to recommend us as a good place to work to their loved ones – and a score of +34 is considered a Very Good score when compared to global benchmarks set by hundreds of other organisations. 

Harris Hill is seeking an Individual Giving Manager ASAP for 3-6 months, to replace a leaver and interim recruitment period. 

This is a hybrid role, working 1-2dpw in the office, will pay £38-45kpa, and will consider 4 or 5dpw total. The role is also open to possible permanent application when they recruit.

The responsibilities for the interim will include:

Keep the wheels on the current programme

Form part of the panel of Senior IG Officer recruitment

Review and make recommendations for current programme

Complete with support of Head a feasibility study of utilising agencies - we currently do most things inhouse 

Project manage the transition of our lottery product to a new supplier (it currently sits inhouse and within our current CRM, but is not going to be housed within our new CRM)

Develop and start to implement a Regular Giving programme - it is one of the highest performing income streams in the programme, but no stewardship or upgrade activity is happening. 

Good to know

We are in the middle of CRM transition from DonorFlex to Beacon - don't need to have experience of either, just have good experience of using CRMs to best practise

The current programme is not very sophisticated - no AB testing, very little outsourcing, status of data has limited progress but current workarounds drain resource. So - amazing opportunity for an interim to come in and revolutionise the programme pretty easily

If you are interested, please apply for more information.

Individual giving manager

When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed.

About the Role

We are looking for an experienced Individual Giving Manager to lead the development and delivery of our supporter acquisition and retention strategies. This is a full time, permanent role working on a hybrid basis with 2 days per week in our London office.

This is a varied and hands-on role where you will lead multi-channel campaigns with a focus on new product development and supporter journeys, driving supporter growth, income and lifetime value.

The Individual Giving & Legacies team is a key driver of voluntary income at Sense. We are an ambitious and growing team, focused on increasing supporter engagement and long-term income. You will play a key role in shaping our individual giving programme and the growth of digital fundraising activity, testing new ideas, improving performance and ensuring our supporters feel inspired and connected to our work.

Key Responsibilities

• Develop and deliver supporter acquisition and retention strategies, plans and budgets.
• Lead multi-channel fundraising campaigns across direct mail, digital, DRTV, telemarketing and face-to-face.
• Drive income growth and maximise value of supporters.
• Develop engaging fundraising propositions and creative campaign content.
• Lead ongoing testing, learning and innovation across products, audiences and channels.
• Manage income and expenditure budgets, with responsibility for forecasting and reporting.
• Build and manage relationships with external agencies and suppliers.
• Collaborate across fundraising, marketing and the wider organisation to identify new opportunities.
• Ensure all activity is compliant with fundraising regulations and data protection legislation.

About You

We’re looking for a confident and data-driven fundraiser with strong experience in multi-channel individual giving and direct marketing. You’ll be both strategic and hands-on, comfortable managing campaigns end-to-end while continuously improving performance through insight and innovation.

You will bring:

• Proven experience delivering successful individual giving or direct marketing campaigns.
• Strong multi-channel experience (e.g. direct mail, digital, DRTV, telemarketing, face-to-face).
• Experience managing budgets, forecasting and reporting on performance.
• Strong analytical skills, including segmentation, targeting and campaign optimisation.
• Experience managing agencies and external partners.
• Excellent communication and stakeholder management skills.
• Experience leading or mentoring team members.
• Experience with prize-led fundraising would be beneficial but is not essential.

About Sense

Sense is a leading disability charity, here to break down barriers alongside disabled people with complex needs. We use our knowledge and expertise to deliver personalised, creative and flexible support at every stage of life. Together, we drive change, building a future where everyone has the power, choice and control to live the lives we choose.

We’re proud to be a Disability confident leader and a charity where people can grow their skills and careers in a supportive, flexible environment.

Working at Sense can be incredibly rewarding; we offer the opportunity to work in a large, diverse and successful charity where people can develop their skills, knowledge and careers in a supportive and flexible environment. In addition, we have excellent training and development, the opportunity for you to join our Group Personal Pension scheme and a generous annual leave entitlement.

To apply

Please use the link below to complete your application. Managers will use your application to shortlist candidates for interview, in relation to the Personal Specification. Therefore, it is very important you complete this section thoroughly. We would recommend that you read the candidate guidelines, job description and person specification (found at the base of this advert) before applying.

Please note to avoid disappointment, we advise you to submit your application as soon as possible as we reserve the right to close posts at any time.

Sense is committed to safeguarding and promoting the welfare of vulnerable children and adults and expects all employees to share this commitment. Therefore, all offers of employment, where appropriate, are subject to a DBS check; level dependent on the nature of the role.

For this role we particularly welcome applications from candidates from underrepresented ethnic minority backgrounds and candidates with disabilities. Sense is committed to equality of opportunity, and to promoting and celebrating the diversity of staff, volunteers and the people we work with. Everyone's contribution is valued and we ensure they're given the opportunity to realise their potential.

No agency submissions please: any submissions without prior authorisation from the Sense Recruitment Team will be treated as our own and as such no fee will be payable.

Individual Giving Manager

When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed.

Acorns Children’s Hospice is seeking an experienced Individual Giving Manager to lead the planning, delivery and evaluation of an ambitious and effective Individual Giving programme. You will oversee the warm Individual Giving portfolio, including cash appeals, raffles, newsletters, regular giving and product development.

About the Role

At Acorns Children’s Hospice we offer specialist palliative care and support for children and their families across the West Midlands. We are there wherever and whenever they need us, in the hospice, community and at home. As the UK’s largest children’s hospice charity, in terms of both numbers of children and families supported, and annual expenditure on our care work- we need to raise more than £14 million each year to run and support our care services.

As Individual Giving Manager, you will:

• Plan, deliver and evaluate targeted and cost-effective direct marketing campaigns including cash appeals, raffles and supporter newsletters
• Manage effective Direct Debit retention and reactivation campaigns
• Collaborate with the Data & Insight team to develop detailed campaign briefs and support robust data analysis
• Work closely with the Marcomms team, ensuring effective case studies, photography, statistics, and organisational information are briefed and available in time for campaigns
• Develop and optimise the supporter journeys for specified audiences 

About You

• Experience of working in a Marketing or Fundraising environment
• Experience of running a multi-channel appeal/campaign programme
• Knowledge of regulatory environment for fundraising from individuals including data protection, Gift Aid and fundraising codes of practice and regulation
• Experience of and resilience to meeting targets and KPIs
• Track record of successfully managing and developing relationships with individual supporters, customers or clients

What We Offer 

• £40,000 per annum
• 37.5 hours per week
• Hybrid role - based in nearest Acorns hospice (Walsall, Worcester or Birmingham), home working and travel to across the West Midlands
• Employee discounts from leading retailers – including the Blue Light Card
• Discounts on refurbished tech
• Health cash plan
• Gym membership and equipment discount scheme
• Bike2Work scheme - save up to 42% on bikes and equipment 
• Wellbeing, legal and financial support
• Career development through our Acorns Academy offering leadership, coaching, fundraising, clinical training and more.   
• Generous contribution to group personal pension plan (7.5%) or continuation of current NHS pension scheme
• NHS pension scheme life assurance or Acorns group life assurance scheme
• Annual leave entitlement increases with length of service 

Interviews are scheduled to be held on 5 June

You need to be eligible to work in the UK to be considered for this role. We are committed to safeguarding children and vulnerable adults and therefore any successful candidate will be asked to provide two satisfactory references.

As a UNICEF Gold Rights Respecting organisation, we are committed to ensuring that the United Nations Convention for the Rights of the Child is embedded into both culture and practice within the organisation. As an employee you will be a Duty Bearer for Children’s Rights and support all children to be Rights Holders.

Role Overview:
The Talent Set are delighted to partner with a respected charity to recruit an Individual Giving Manager. This pivotal role focuses on enhancing and expanding the organisation’s supporter engagement and fundraising efforts, directly contributing to their strategic growth and mission.

Key Responsibilities:

• Develop and execute the organisation’s individual giving strategy to meet income targets.
• Manage and grow supporter programmes across channels, including regular giving, digital campaigns, payroll giving, legacies, and experimental fundraising initiatives.
• Lead delivery of compelling campaigns to acquire, retain, and deepen donor relationships, ensuring seamless supporter experiences.
• Oversee supporter communications, including email stewardship, website donations, merchandise sales, and third-party platforms.
• Collaborate with the marketing team to produce innovative, engaging marketing materials tailored to target audiences.
• Analyse campaign performance using data insights to refine approaches, maximise ROI, and improve supporter retention.
• Line-manage the Senior Individual Giving Coordinator, supporting data segmentation, reporting, and supporter database management.
• Administer supporter databases and ensure compliance with data protection and fundraising regulations.
• Monitor budgets, forecast income, and prepare detailed reports for project and strategic planning.
• Manage supporter enquiries and administrative activities associated with fundraising activities and merchandise sales.
• Support the continued development of the organisation’s supporter engagement and fundraising infrastructure.

Person Specification:

• Minimum of 3 years’ experience in individual giving or supporter fundraising, with proven success in programme management.
• Experience in planning and delivering multi-channel supporter acquisition and retention campaigns.
• Strong knowledge of donor stewardship principles and engagement strategies.
• Ability to analyse data to inform campaign development and measure effectiveness.
• Excellent organisational skills, with a proactive approach and the ability to manage multiple priorities.
• Comfortable creating compelling marketing materials for digital and print channels.
• Knowledge of fundraising regulations, data protection, and supporter management systems.
• Exceptional communication skills, both written and verbal, with the ability to build relationships across levels and teams.
• Experience managing budgets and financial reporting.
• Demonstrates a passion for environmental causes and supporter-centred fundraising.

What’s on Offer:

• Salary: £39,000 - £42,500
• Location: Hybrid – South London
• Contract: Permanent

How to Apply:
To apply, please submit your CV demonstrating your suitability for this role by clicking the 'apply now' button (please do not apply via email). We aim to get back to all successful candidates within 48 working hours.

Commitment to Diversity:
The Talent Set are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, religion or belief, sex, sexual orientation, gender reassignment, marriage and civil partnership, pregnancy and maternity, disability, or age. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.

Liberty is seeking an experienced, dynamic and ambitious Individual Giving Manager to implement a recently adopted individual giving strategy, lead a fast-paced team, and drive forward the next phase of increased public fundraising.

We are looking for someone experienced in digital communications and conversion, excited by the chance to work across a range of human rights issues, and who brings solid experience in leading a team.

Our current priorities are to maximise the success and profitability of supporter acquisition and conversion (mostly digital), forming tailored, data-driven supporter journeys (online and offline), creating a culture of testing, evaluating and optimising, and delivering engaging, integrated fundraising campaigns based on Liberty’s public campaigning and legal cases, and the investigative journalism of Liberty Investigates.

Liberty fully embraces flexible working and is committed to employee development. We aim to encourage people from all backgrounds to work with us and are particularly interested in hearing from people from minority backgrounds and all socio-economic sections of society. Liberty supports hybrid working, with a minimum office attendance of between one and two days per week in the Westminster office, depending on contracted hours.

The deadline for applications is 9am Monday 15 June 2026

Applications received after this deadline will not be considered.

Please be aware that we do not accept CVs for this role. All applicants must complete the application form to apply.

First round interviews will be held online on Thursday 2 July 2026 and Friday 3 July 2026.

Second round interviews will be held in the office on Monday 13 July 2026.

As Weldmar Hospicecare moves into an exciting new direction in fundraising, we are seeking a Philanthropy Manager to lead our engagement with key investors and high net worth individuals.

This is a brand new role designed to broaden our reach and secure the major gifts necessary to fund our specialist care services. Working alongside fellow fundraising managers, as well as the Senior Leadership Team and Trustees, and reporting to the Director of Fundraising, your key responsibilities will be to:

· Identify and research high value prospects, implementing bespoke donor journeys that move supporters from initial interest to significant financial commitment. 

· Establish and lead a group of dedicated volunteers who act as champions for Weldmar across the county. 

· Manage our Trust and Foundations Fundraiser, overseeing applications for grant funding and ensuring detailed, timely reporting to funders. 

· Represent Weldmar at flagship events and networking opportunities, educating partners on how their investment makes a tangible difference to the specialist care Weldmar provides in Dorset. 

· Using Raiser’s Edge, you will maintain meticulous records and provide regular performance and prospect reports to senior management. 

You will have extensive experience in managing profitable fundraising events or securing high value income. You must be a diplomatic and persuasive negotiator, comfortable engaging with decision makers at all levels. A professional qualification (such as the IoF Diploma) is desirable, but more important is your ability to tell Weldmar’s story in a way that inspires generosity.  A Basic Disclosure and Barring Service (DBS) Check is required for this role.

The purpose of the role is to utilise effective and efficient administrative and fundraising skills to assist in delivering both financial and non-financial targets which will provide a gateway to all fundraising activity across Maggie’s. 

As Centre Fundraiser, you will assist the Centre Fundraising Manager to implement the fundraising strategy to deliver income targets through proactive donor recruitment and excellent donor care.  

This includes supporting and retaining existing supporters and researching new key relationships with individuals as well as partnerships with local businesses, groups and associations.  

You will represent the work, vision and purpose of Maggie’s whilst supporting the delivery of local and central fundraising initiatives and campaigns. This includes presentations, face to face, telephone and written communications.  

There will be a requirement to work irregular hours as well as frequent local travel. 

Please note that interviews will take place on Friday 12th June in Maggie's Manchester.

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 Community Engagement Manager is the project lead for the charity’s community engagement project, responsible for designing, delivering, and growing innovative and inclusive support services for children, young people, and adults affected by cardiomyopathy.

The post holder will build strong, supportive relationships with our diverse and growing team of community volunteers- many of whom have a personal connection to cardiomyopathy - providing them with ongoing support and supervision to develop and thrive in their roles.

The post holder will also build strong relationships with health & social care professionals (HSCPs) and other relevant third sector professionals across the UK, to ensure that cardiomyopathy patients (and their loved ones) in all four UK nations are routinely and effectively signposted to the charity’s services. 

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Interviews for this role will take place w/c Monday 15th June.

 Weldmar is moving in an exciting new direction in fundraising. This is a brand new role, driving our events and community fundraising strategy. 

You'll lead a dedicated team of both staff and volunteers, delivering high quality mass participation campaigns, and build lasting partnerships with our supporters and fundraisers.

Working alongside fellow fundraising managers and reporting to the Director of Fundraising, your key responsibilities will be to:

· Develop and implement annual engagement strategies, including bespoke and ‘off the shelf’ challenges and events.

· Hold line management responsibility, providing regular supervision, identifying development opportunities, and fostering a collaborative environment.

· Oversee income targets, budgets, and KPIs with a focus on high ROI.

· Represent Weldmar at networking events and lead the development of community ambassadors. 

If you are proactive, with an in-depth knowledge of charity income generation, we'd love to hear from you. You should have a proven track record of hitting financial targets and the leadership skills to motivate both staff and volunteers. Excellent communication skills are essential, as you will need to engage with everyone from corporate partners to patients and their families with empathy and professionalism. 

A Basic Disclosure and Barring Service (DBS) Check is required for this role.