Finance advisor jobs in birmingham
Client Finance Manager
(SEO)
£42,450 - £46,636 (National)
+ £5,000 Accountancy Allowance or £2,500 Part Qualification Allowance
The Government Property Agency is the largest property holder in government, with more than £2.1 billion in property assets and over 50% of the government’s office estate. We are transforming the way the Civil Service works by creating great places to work, leading the largest commercial office programme in the UK, working towards halving carbon emissions from government offices, and achieving greater value for taxpayers. We are looking for innovative, solutions-focused people to join our team.
Representing the best covenant in the UK – His Majesty’s Government – we are leading ground-breaking programmes such as the Government Hubs Programme, Whitehall Campus Programme and Net Zero Programme, as well as delivering modern and cost-effective real estate service solutions.
Innovation and progress are at the heart of our behaviours. We foster a culture of lifelong learning, where curiosity and self-improvement are encouraged, and we’re dedicated to becoming a leading, inclusive employer both in the external market and throughout the Civil Service. Our strong emphasis on Equity, Diversity, and Inclusion (EDI) is not just about driving inclusion across our organisation, it is also about ensuring our services meet the needs of government departments and the civil servants who use our spaces.
Join our dynamic and diverse team that leads with purpose, improving sustainability, nurturing social value, driving inclusivity and flexibility, and kickstarting economic growth. We are driven by purpose, and you can be part of it too: where you make a meaningful impact; where you influence; where your voice really matters; where you help to shape our future direction.
The responsibilities of the Client Finance Manager will include:
- Delivering budgets and forecasts for each client, property and tenancy, using complex data from the MRI Horizon general ledger and other systems, Hyperion and Excel tools to provide accurate and meaningful financial information
- Being accountable for financial control over property services accounting, ensuring high levels of client satisfaction by providing accurate forecasting, explanations and billing
- Maintaining a focus on process improvement, including planning and establishing new systems and processes for quarterly financial reporting to ensure clients understand their costs and bills, delivering an ongoing service that meets and exceeds expectations
- Being the key liaison between senior finance and property staff for client meetings, involving being acutely aware of the customers’ needs and acting upon them, and being proactive in problem solving and finding solutions
- Leading the service delivery to clients alongside management accountants and other colleagues, supporting the growth of the GPA, and matching resources to client demand
- Manage due diligence exercises on estate-related financial information provided by the client and interrogate to identify material financial risks to GPA and ensure correct account treatments are applied.
Key Skills & Experience
- Be proficient in Microsoft Excel skills and able to manipulate complex data sets.
- Strong attention to detail and ability to analyse and interpret significant amounts of financial data
- Ideally, have experience in client finance, including reporting to clients, managing systems and processes, working in partnership with clients to deliver results
- Experience with property management systems such as MRI Horizon, Yardi Voyager, or similar systems, in addition to Excel and PowerBI (or similar) for financial reporting is desirable
- Ideally have experience in the property industry within medium to large organisations where customer service is a priority
For more information, please apply using the link, or contact Emma Fuller at our retained search agent, Robertson Bell.
The GPA is committed to representing the communities we serve by making Diversity, Equality and Inclusion part of everything we do. To ensure that we are always recruiting and retaining a diverse mix of talent, we are particularly inviting applications from candidates who are disabled, ethnically or gender diverse, and people who identify as being part of the LGBTQ+ community.
Thank 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!
Fuel Bank – Triage Support Advisor
Location – Remote based role with occasional travel to the Midlands for team meetings & training.
Hours – Part & Full Time Positions. F/T – 37.5 hours Monday to Friday. P/T 18.5 hours flexible Monday to Friday to suit the needs of the charity and individual’s work life balance.
Salary - £27,000.00 pro rata
Are you a confident communicator with strong administration skills? Are you happy to work in a busy reactive role processing queries and applications? Are you flexible, empathetic and able to deliver great customer service to our clients via email and telephone interactions?
Fuel Bank Foundation is the only UK charity to focus on the challenges of people living in fuel crisis. We provide emergency financial support through our network of partners who identify people who cannot afford to pre-pay for their energy.
As Triage Support Adviser at Fuel Bank Foundation, you will be the first point of contact for beneficiaries, partners, or referral agencies seeking assistance. Your primary responsibility will be to assess needs, gather essential information, and direct each query to the appropriate team or resource. You’ll play a critical role in ensuring that those in need receive timely and accurate support, helping maintain smooth day-to-day operations within the Foundation’s support services.
Key Responsibilities
Initial Contact & Needs Assessment
- Inbound Enquiries: Respond to incoming calls, emails, or online requests, providing a welcoming and empathetic first point of contact.
- Information Gathering: Ask relevant questions to understand the nature of each enquiry—whether a client needs immediate fuel assistance, advice, or referral to another service.
- Basic Eligibility Checks: Perform preliminary assessments to confirm a caller’s eligibility or direct them to the right partner agencies.
Triage & Referral
- Case Prioritisation: Quickly identify urgent cases (e.g., no heating supply, extreme vulnerability) and escalate them as needed to senior colleagues or specialized services.
- Routing Calls/Emails: Forward complex queries or those requiring in-depth guidance to the appropriate department (e.g., Customer Support, Policy & Impact, Finance for voucher-related questions).
- Follow-Up Coordination: Log essential details for each interaction, ensuring smooth handovers and timely follow-up by the relevant team member.
Data Entry & Record Keeping
- Database Management: Accurately input beneficiary information into the Foundation’s CRM or case-management system, maintaining up-to-date records in line with data protection policies.
- Documentation: Keep clear notes on calls, emails, and web form submissions, tagging them with relevant categories (e.g., urgent, general enquiry, advice request).
- Reporting: Support team leads by generating basic reports or summaries on enquiry volumes, types of requests, or common issues.
Communication & Collaboration
- Liaise with Colleagues: Update other teams or managers about trends in call types or emerging issues that might require policy changes or additional resources.
- Team Support: Assist in scheduling, task delegation, or administrative tasks when needed, contributing to a well-coordinated triage function.
- Stakeholder Engagement: Occasionally interact with partner organisations, local agencies, or other charities to exchange referral information or confirm assistance protocols.
Quality & Compliance
- Adherence to Policies: Follow all internal guidelines, including safeguarding, confidentiality, and data protection (GDPR).
- Continuous Improvement: Identify recurring enquiry patterns or potential service gaps, suggesting improvements to triage processes.
- Professional Development: Stay informed about any updates in the charity’s programs, fuel poverty regulations, or relevant partner services.
What will you receive in return:
· Support from a team of like-minded individuals who will support you to succeed in the role.
· Annual leave entitlement of 27.5 days (FTE), plus bank holidays plus the option to buy/sell extra days.
· A flexible working week to ensure work life balance.
· Enhanced pension contributions.
· Equal opportunity employers.
· Full onboarding programme with ongoing training and development opportunities.
Registered Charity
21 - 50
Fuel Bank Foundation is the only UK charity focused solely on supporting people who cannot afford to prepay for their energy.
The client requests no contact from agencies or media sales.
Thank you!
Shape the future of charity tax as Charity Tax Group’s first CEO, leading, influencing and representing charities on tax at the highest level.
Location: Remote with regular travel
About Charity Tax Group
CTG is a small, volunteer-led charity that, for over 40 years, has had a huge impact on the charity tax landscape, saving charities an estimated £10bn during that time, including VAT reliefs, the introduction of Gift Aid and significant policy influence. The cornerstone of that success has been a reputation for technical competence and professionalism, making us ‘the voice of charities on tax’ —engaging with government, HMRC and the wider voluntary sector.
We combine technical expertise with advocacy and education to help charities navigate complex tax challenges.
Last year, we were successful in registering as a charity, which opens up new opportunities such as funding and product savings. We also relaunched our annual tax conference, which was the first we had held since COVID.
About the role
We have recently become an independent charity and are recruiting our first Chief Executive to provide leadership, raise our profile and secure long-term sustainability. There is no handbook for what this role should be, and this will be an exciting opportunity to drive strategy, build influence with government and ensure CTG remains the trusted voice of charity tax.
As CEO, you will:
- Act as a credible spokesperson for CTG with government, HMRC, charities and the media
- Work with our Technical Advisor to sustain CTG’s authority and expertise
- Lead on fundraising and income diversification to ensure financial sustainability
- Help establish a vision and operational plan for the future of CTG
Who we are looking for
We are seeking an agile, outward-facing leader who can represent CTG at the highest level.
- Excellent communication, emotional intelligence and influencing skills
- Strong stakeholder and relationship-building ability
- Knowledge of charity tax, or the ability to learn and communicate complex detail quickly
- Fundraising or income generation experience
- Flexibility and motivation to make a difference
We are open to recruiting a leader who might be working towards some of the skills we are seeking, and have an excellent board of Trustees, and a strong technical advisor who can support any new CEO to develop.
We can provide exceptional levels of flexibility to the successful candidate, with most of the role being able to be fulfilled remotely; however, there will be instances where we also require flexibility, such as when we need to provide time-sensitive responses to the media.
If you are interested in this role, we encourage you to get in touch with Bill Yuksel at Peridot Partners for a conversation.
Please click 'redirect to recruiter’ to be redirected to the Peridot Partners website, where you can find full details of the job description and register your interest to apply.
Applications for this role close at 9 a.m. Wednesday 8th October 2025.
Thank 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!
Community Fundraiser - Home Counties
Are you ready to take on a new challenge with a leading charity making a real difference in brain tumour research?
Brain Tumour Research is seeking an experienced and motivated fundraiser to join our team. As a key part of our fundraising efforts in our high-performing East region, you will have the opportunity to drive income generation through a variety of initiatives, including challenge events, fundraising groups, and corporate partnerships such as charity of the year. You will also be responsible for driving initiatives to increase our profile and supporter base within Buckinghamshire, Bedfordshire, Hertfordshire, Northamptonshire and Essex.
Key Responsibilities:
- Generate income across a range of community fundraising initiatives and events, with the opportunity to lead on key projects
- Steward supporters to help drive the charity’s fundraising activities and growth
- Work with the fundraising team to develop and maintain strong relationships with fundraisers, donors, partners, and key stakeholders
- Contribute towards the growth and success of fundraising efforts, ensuring a sustainable income stream for the vital ongoing funding of brain tumour research
Requirements:
- At least one year of fundraising experience, with a proven track record in income generation
- Strong experience in supporter stewardship
- Excellent communication skills, with the ability to engage and inspire supporters and partners alike
- Passion for Brain Tumour Research and its mission to fund research and ultimately find a cure
If you are looking for a fulfilling and impactful role and have the level of experience and skill we are looking for, we welcome your application.
We will give preference to those candidates living in the Bucks, Beds and Northants areas of this region.
We reserve the right to close the application window early and advise candidates to apply in good time to avoid disappointment.
We are asking for a CV as the first step but applicants may be asked to provide a targeted covering letter as part of the selection process. Interviews will be conducted during the application window as appropriate, and will consist of a first interview via MS Teams, progressing, if successful to a face to face second interview, held at our offices in Milton Keynes.
Closing Date: 26th September 2025
We are looking for people who share our passion for finding a cure for brain tumours and who have the skills and experience to make a difference. We welcome applications from candidates of all backgrounds, cultures, genders, sexual orientations, abilities, and ages. We believe that diversity enriches our organisation and helps us achieve our mission. We are committed to providing an inclusive and supportive environment where everyone can be themselves and contribute to our vision.
Registered Charity
51 - 100
To find a cure for all types of brain tumours To increase the UK investment in brain tumour research
The client requests no contact from agencies or media sales.