Finance and administration officer jobs

An exceptional opportunity has arisen for a Finance Manager to join a very well-established animal welfare charity based in Solihull, with a second site in Wolverhampton. Working within a passionate and dedicated team, this role will suit an experienced finance professional with strong leadership skills and a determination to make a difference.

The organisation has been supporting dogs and the community for 133 years, employs eighty dedicated staff, and delivers vital services that improve the lives of dogs and humans alike. You’ll play a key role in guiding the charity’s financial strategy to ensure long-term sustainability.

Duties & Responsibilities

Lead and develop the finance team, ensuring effective management of budgets, forecasting, payroll, and statutory reporting.

Oversee financial governance and controls, ensuring compliance with charity and company legislation.

Provide strategic financial advice to the Executive Team and Trustees to support decision-making and risk management.

Manage the annual audit process and liaise with external auditors.

Oversee financial planning for bids, tenders, and funding applications, ensuring robust cost modelling and reporting.

What experience?

Ideally a fully qualified accountant (ACCA, CIMA, ACA, or) with proven experience in a finance role.

Experience managing finance within the charity, not-for-profit, or SME sector.

Strong leadership and communication skills with the ability to present financial information to non-financial stakeholders.

Salary: Officer, Band C Level 1, £33,290 - £35,289 per annum (pro rata) (depending on experience and skill level)

Contract length: 1.5 days a week/0.3FTE (working days flexible) for 3.25 years from January 2026

Location: Remote, home working

Responsible to: The Roding Rises Project Manager

About Thames21

Thames21 is an environmental charity that works across London and the Thames Basin to deliver high-impact, nature-based solutions to the climate and biodiversity crisis by restoring rivers, while also connecting communities to their local green-blue spaces and inspiring long-term stewardship of them. 

Diversity at Thames21

Equity, Diversity and Inclusion at Thames21 is key to our success, and as such, we employ staff from a diverse range of backgrounds. We believe this is crucial in ensuring that everyone has an equal opportunity and is not treated differently or discriminated against due to their characteristics. We value the voices of our individual employees and strive to work in a collaborative, innovative, and balanced way. The postholder must actively support this.

Purpose of the job

To work with Thames21’s Head of Finance and The Roding Rises delivery team to oversee the administration of The Roding Rises, a three-year project supported by The National Lottery Heritage Fund that aims to kick-start the revitalisation of the River Roding. This position will work alongside Thames21’s Head of Finance and The Roding Rises Project Manager to ensure that every day finance functions for The Roding Rises project operate efficiently and accurately. To successfully deliver this job, the postholder will have a strong eye for detail and have experience in budget management/bookkeeping to ensure funding claims and invoices are paid on time. 

Main Duties and Responsibilities

Track project costs against projected budget to ensure budget vs actual expenditure is effectively managed, raising concerns early with Thames21’s head of finance and The Roding Rises project manager.

• Complete The National Lottery Heritage Fund claims process at agreed intervals to ensure an appropriate cash flow.
• Assist with relevant reporting tasks back to project funders. 

• Work with the Thames21 Head of Finance and Thames21 Finance Officer to ensure all payments are completed in a timely manner in line with internal financial processes and any outstanding payments are managed in line with the approved funding agreement/ project proposal documentation. 

• Support The Roding Rises project manager with the administration of the Roding Rises grants scheme.

• Support the development and integration of improved financial tracking and reporting processes across wider Thames21 Teams.

Other Duties

This job description cannot cover every issue or task that may arise within Thames21. At various times, the post-holder will be directed to carry out other reasonable duties in support of other Thames21 activities that are consistent with those in this Job Description.

For more information, please refer to the attached job descioprtion for this role. 

Are you looking to grow your finance career within a purpose-driven and life-saving charity?

We’re currently recruiting a Finance Officer for a leading UK charity focused on gynaecological cancer research. This is a permanent, full-time role (35 hours per week) with hybrid working, typically one day per week at their London Bridge office. The salary is £27,000 per annum.

About the Role:
Reporting to the Head of Finance, you will support the smooth running of finance operations within the charity. This includes processing income and expenditure, managing the purchase ledger, preparing BACS payments, assisting with payroll, supporting month-end reconciliations, and contributing to audits and governance activities. You will also provide ad-hoc finance and administrative support to the wider team.

Key Responsibilities:

• Process and record income from fundraising sources.
• Liaise with the fundraising team to ensure donations are coded correctly.
• Manage the purchase ledger, including invoices, staff expenses, and supplier payments.
• Prepare BACS payments and reconcile supplier statements.
• Support payroll and pensions processing.
• Assist with month-end reconciliations, including bank, income, and restricted funds.
• Support annual audits and general finance governance.
• Maintain accurate financial data and compliance with policies.
• Provide ad-hoc finance and administrative support as needed.

About You:

• Experience in a finance role, ideally in fundraising or charity sector.
• Excellent organisational and administrative skills.
• Strong numeracy and attention to detail.
• Confident communicator who works well across teams.
• Proficient in Microsoft Excel and IT systems.
• Proactive, adaptable, and able to manage multiple priorities.
• Experience with Sage 50 and Raiser’s Edge NXT (or similar systems).

As Finance Director, you will work closely and collaboratively with Amit Sharma (Artistic Director/ CEO) and Iain Goosey (Executive Director), supporting them as they lead Kiln Theatre through a period of transition and growth. As a key member of the Senior Team, the Finance Director will be responsible for Kiln Theatre's financial health and for ensuring that effective controls are in place and that all regulatory requirements are met.

You will lead and manage the Finance department, ensuring that the finance operation at Kiln operates to the highest standards and is effectively embedded within the organisation.

The Finance Director will play a major role in contributing to Kiln Theatre's business planning and strategic development, including identifying opportunities for efficiencies, supporting the resilience of the organisation for the future, ensuring compliance with best practice at all times and helping the company to fulfil its creative and financial ambitions.

The role will work with members of the Board, particularly the Finance & Risk Committee, as well as the external auditors. The Finance Director also oversees the finances for Kiln Theatre Ltd and its two subsidiaries - Tricycle Screen Ltd and Kiln London Productions Limited.

You will be experienced in taking full senior-management level responsibility for charity finances.  You will be supporting our Chief Executive in overseeing all financial activities for a charity with a turnover of £2 Million.  Reporting regularly to the board of trustees, you will be experienced in working with a fundraiser and managing multiple grant incomes.  Experience of working with local authorities is desirable. We are a small friendly and supportive team.  We are offering a flexible/hybrid working arrangement.

Vision: Home-Start believes every parent should have the support they need to give their children the best possible start in life. Main purpose of job: To ensure Home-Start's Southwark’s finance and operations systems best meet the needs of the organisation, enabling us to provide the best possible support to families with children under 5 in Southwark and Lewisham. 

Our ambition is to continue to develop outstanding services that meet the needs of our community; if you want to be part of our future, we would love to meet you to discuss this further.

Are you looking for a meaningful part-time role where your organisational skills can make a real difference in healthcare? We’re looking for a proactive and detail-oriented Quality Improvement Administrative Assistant to join our supportive Quality Standards for Imaging team which is a collaboration between the Royal College of Radiologists (RCR) and College of Radiographers (CoR).

In this varied and rewarding role, you’ll play a key part in supporting imaging services across the UK as they work towards the Quality Standard for Imaging (QSI), a nationally recognised mark of excellence. From coordinating meetings and events to managing communications and supporting financial processes, your work will help ensure services deliver safe, effective, and person-centred care.

What You’ll Be Doing:

• Supporting imaging services on their QSI journey with accurate record-keeping and communications.
• Coordinating meetings and webinars, including preparing agendas, minutes, and logistics.
• Assisting with the planning and delivery of our annual QSI conference and monthly events.
• Managing financial tracking and administrative tasks with precision.
• Collaborating with internal teams and external stakeholders to keep everything running smoothly.

About You:

• Proven administrative experience, ideally in a team-based environment, with a professional and responsive approach to internal and external contacts.
• Excellent organisational skills, with the ability to manage your own workload, prioritise tasks, and meet deadlines with accuracy and attention to detail.
• Strong communication skills, both written and verbal, with the confidence to engage with a wide range of stakeholders.
• Proficiency in Microsoft Office, and a willingness to learn new systems and tools as needed.
• A proactive and flexible mindset, ready to take initiative and support a variety of projects and events.
• A commitment to quality and service, aligned with our values of continuous improvement and delivering excellent support to healthcare services.

Why Join Us?

You’ll be part of a passionate team committed to improving healthcare quality. We offer a collaborative and inclusive working environment, opportunities for professional development, and the chance to contribute to meaningful change in imaging services across the UK.

How to apply

If this sounds like the role for you, please download the candidate pack or visit our website to find out more along with instructions on how to apply. The closing date for applications is 23.59 on Sunday 16 November 2025.

Prospectus is delighted to be working with an incredible charity that supports disabled and disadvantaged children, helping them to recruit for a Senior Finance Officer role.
 
This role is available on a permanent contract and part time basis (25 or 30 hours a week). The salary range is between £35,000-£40,000 FTE. This is a predominately office-based role, where you will attend the charity’s office in Redbridge (on the Essex/London border), with the opportunity to work from home 1 day a week. The charity is set in a beautiful 5 acre woodland on the edge of a park.
 
Within this Senior Finance Officer role, you will oversee all aspects of the charity’s financial operations and support with strategic decision making.
 
This key role involves managing financial systems (including Sage), processing income and expenditure, preparing monthly management accounts, and supporting with the annual audit process. You will monitor budgets, forecasts, and fund allocations, while ensuring compliance with charity and tax regulations. The role also includes preparing financial reports for Senior Management, Trustees, and Funders, supporting grant and restricted fund administration, and collaborating with the Fundraising and Office Admin teams on payroll, reporting, and financial planning. You’ll also help continuously improve financial procedures and reduce financial risk for the organisation.
 
To be successful in this role, you will be AAT qualified or part-qualified ACCA/CIMA or have equivalent finance qualification. You will have experience in a similar finance role, ideally in the charity or non-profit sector.
 
You will have experience in supporting financial reporting for externally funded projects, preparing charity accounts. You will have an understanding of charity finance, including restricted/unrestricted funds, knowledge of SORP, and charity accounting standards. You will have a strong attention to detail, and confidence in analysing and presenting financial data.
 
You will also have experience using Sage accounting system and Microsoft Excel. You will have excellent communication skills and ability to develop/maintain relationships with colleagues and stakeholders at all levels. You will also have the ability to manage time wisely and work to deadlines.

At Prospectus, we invest in your journey as a candidate and are committed to supporting you with your application. We welcome all candidates to apply, regardless of age, sex/gender, disability, race, religion, sexual orientation, marital status, or pregnancy/maternity.

People Officer (Part-Time)

Location: Hybrid Ad hoc – West Midlands Based
Hours: 20–30 hours per week (flexible)
Salary: £33,500 pa - pro rata
Contract Type: Permanent 

Are you a passionate people professional looking for a role where you can truly make a difference?
Do you have strong HR administration and generalist experience?
Are you ready to grow your career in a purpose-led organisation that puts people first?

At Fuel Bank Foundation, we’re on a mission to end fuel poverty in the UK. We provide emergency fuel support to people in crisis — and we know that our impact starts with our people.

We’re looking for a People Officer to help us build and nurture a workplace where everyone can thrive. This is a fantastic opportunity to join a growing charity, work flexibly, and contribute to meaningful HR projects that support wellbeing, inclusion, and employee engagement.

What You’ll Do

• Work with the HR team to manage the full employee lifecycle — from recruitment and onboarding to offboarding.
• Provide HR advice and support to managers on employee relations, performance, and wellbeing.
• Lead on internal communications that keep our team connected and informed.
• Coordinate wellbeing initiatives, recognition programmes, and team events.
• Maintain HR systems and ensure policy compliance with employment law and best practice.
• Support learning and development and contribute to people-focused projects.

What You’ll Bring

• CIPD Level 5 qualified (or working towards it).
• Solid experience in HR administration and generalist support.
• Strong knowledge of UK employment law and HR best practice.
• Excellent communication and relationship-building skills.
• A proactive, people-first mindset with a passion for inclusion and wellbeing.
• Confidence working with managers and handling sensitive issues with professionalism.

Why Join Us?

• Be part of a growing charity making a real, measurable impact.
• Work in a values-led, inclusive culture where people come first.
• Enjoy flexible, remote working with a West Midlands base.
• Access professional development and career growth opportunities.
• Join a team that genuinely cares about people, purpose, and progress.

What you will 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.

Ready to bring your HR skills to a role that matters?
Apply now and help us build a workplace where people feel supported, valued, and empowered.

Are you a strategic thinker with a hands-on approach to finance? Do you want to use your skills to make a real difference in people’s lives?

The Organisation

Canopy is an award-winning, pioneering self-help housing organisation based in inner-city Leeds. We bring empty homes back into use, support homeless families, train volunteers in construction skills, and help diverse neighbourhoods thrive. We are a Charitable Community Benefit Society with a strong social mission and a collaborative, values-driven culture.

The Role

We are looking for a Finance Manager to lead our financial planning, reporting, and compliance, whilst supporting operational excellence. This is a key leadership role, working closely with the Chief Executive and Senior Management Team to ensure the smooth running of our internal infrastructure. 

Please visit our website for our full Job Description and Person Spec.

Key Responsibilities include:

Finance

• Lead all financial planning, budgeting, forecasting, payroll, and reporting activities.
• Oversee cash flow, accounting, and audit functions.
• Ensure compliance with financial regulations and internal controls, including bank and credit card reconciliations.
• Produce monthly expenditure reports to assist the Senior Management Team.
• Produce quarterly management accounts for Board and Lenders.
• Prepare the annual financial statements and oversee the audit process.
• Ensure financial and regulatory returns are submitted in a timely manner.
• Provide strategic financial insights to the Board, Chief Executive, and Senior Management Team, driving sound decision-making, procurement decisions, business planning, fundraising and value for money.
• Maintain accurate, up-to-date records of Canopy’s tenants’ rent accounts, preparing and issuing statements as required by the regulator.
• Establish and maintain working practices that would comply with the Regulator of Social Housing’s Economic Standards
• Ensure contractors, suppliers, petty cash accounts, and volunteer expenses are paid in a timely manner.

Administration & Operations

• Supervise the bookkeeper.
• Manage the IT Support Contractor, ensuring they maintain data integrity, security, and availability across the organization.

The Person

Essential Criteria

• Professional accounting qualification (e.g., ACCA, CIMA, ACA) or equivalent experience.
• Proven experience in financial management, including budgeting, forecasting, and reporting.
• Experience of managing audits and preparing statutory accounts.
• Experience of working in a senior administrative or operational role.
• Experience of managing or supervising staff and/or contractors.

What we offer:

• Flexible working arrangements and hybrid working
• Generous holiday entitlement, with the option to buy or sell leave
• A supportive, inclusive, and purpose-driven team
• The opportunity to be part of a unique and impactful organisation
• Casual dress in the office

Birmingham Botanical Gardens (BBG) is looking for a highly motivated Development Officer with  experience to join the small but dedicated Development Team to raise funds to retore and preserve the Gardens for the benefit of everyone now, and for future generations. 
Purpose of Role

This exciting new role is vital to increase the income generating capacity of BBG’s Development Team to enable the charity to deliver its purpose and major development over the next 4+ years. In July BBG was awarded an NLHF grant of £9.075m, and has successfully raised over 90% of the capital funds needed. The priority is to close the capital funding gap in accordance with our fundraising strategy and increase funding for other projects and the day-to-day operation the charity, long term. BBG receives no public subsidy and must raise all income from visitors, trading, events and fundraising. The Development Officer post has been created to increase fundraised income for the charity, cultivating and stewarding an expanded and sustained funding and supporter base.

In line with current priorities, the postholder will be required to raise commercial sponsorship income, and income from major donors/individuals to meet capital and operational targets/KPI’s. The postholder will be expected to create sponsor/donor packages, deliver cultivation events and steward donors and supporters on all aspects of fundraising as directed. The postholder will have experience of managing sponsorship agreements to ensure value, compliance and delivery of benefits. 

The role will share responsibility for the management of data, compliance and stewardship of growing funding streams and support the administration of the Development Function. The Development Team raises and manages funds from grants, trusts and foundations, individuals, organisations, business, legacies, etc, and the new postholder will work with the highly effective and dedicated team of Development Director and Development Manager and with the wider BBG team.

Key Responsibilities

· Achieve income and performance targets in accordance with BBG’s agreed Fundraising Strategy and business needs, as directed by the Development Director.

· Raise funding with compelling case for support from sponsors/from individuals, to meet the targets of the Major project, and  fundraising from other sources such as grants, as agreed.

· Contribute to managing BBG’s development/fundraising function data, ensuring accuracy of data and information on BBG’s Spektrix/CRM system to comply with internal requirements and the Data Protection Act.

· Work with Horticultural, Marketing, Learning & Engagement, Finance Teams and other staff to formulate proposals, maximising opportunities for raising funds to support core functions and projects, once the capital is secured.

· Manage funding contracts with sponsors and those of all Development funders -including payment schedules, high quality impact reports, monitoring and compliance with any conditions of funding.

· High quality personalised stewarding of all donors and supporters, ensuring BBG’s reputation as an exemplary charity is maintained. Respectful approach in all fundraising.

· Research and cultivating funding prospects and submitting high quality well-researched applications, securing new supporters and interest within the wider funding strategy.

· Work with Marketing to manage fundraising messaging and communications, including digital, print and press coverage, all in accordance with fundraising regulation. Liaise with BBG Finance staff to ensure reporting meets BBG’s wider business and charitable requirements.

· Liaise with BBG Finance to ensure reporting meets BBG’s business/charitable requirements.

· Support with organising relevant cultivation events/visits to the Gardens, special thanks and stewardship delivery outcomes, talks, events, tours and hospitality.

· Maintain up to date knowledge of legislation, and industry codes of practice on fundraising. Ensure compliance with the Charities Act, Data Protection Act and Fundraising Regulator Codes of Conduct and Best Practice. Conduct due diligence.

· Manage any volunteers working in support of the development function at BBG.

· Deliver donor benefits and acknowledgements.

· Demonstrate a commitment to working as a member of the BBG team, assisting with other activities, sometimes working overtime and in the evenings.

· Be happy, confident and proactive in developing Development and Fundraising relationships, in person, beyond the Gardens’ boundaries and representing the charity externally.

· Demonstrate an active commitment to Equality, Diversity and inclusion.

· The above is not an exhaustive list of duties and the postholder will be expected to perform different tasks as necessitated by their changing role within the organisation and the overall business objectives of the organisation.

Please see attached job pack for the person specification.

We are working with Age UK Birmingham an independent local charity, working alongside Age UK Sandwell to support the older people of the City of Birmingham and the Metropolitan Borough of Sandwell. They have been working in the community for over 30 years to support older people, their families and carers, so that everyone can enjoy later life.

They are in search of a Finance Manager. Reporting to the Chief Executive, the Finance Manager will be responsible for maintaining accurate financial control procedures across the organisation. They will provide and present timely and accurate financial management reports to the CEO and the Board of Trustees.

The role is key to ensuring financial functions are constantly appraised for efficiency, incorporating new ways of working and technology to support the charity’s sustainable growth.

With part or fully qualified AAT/CIMA certifications (or equivalent) you will have experience of:

• Financial reporting, compliance and audit
• Strategy, Budgeting and forecasting
• Team leadership, operations, partnerships and efficiency
• Governance, Risk and Reserves
• Strong administration and compliance
• Charity sector and SORP experience

We are looking for someone who can work independently, as well as in a team with, ideally, experience with working in the voluntary sector. You will have strong communication skills and the ability to work under pressure and to tight deadlines.

You will need to be hands on and with the enthusiasm to shape the finance function for future development. You will have a flexible and responsive approach and can work in a fast-paced environment and always maintaining excellent attention to detail.

For more information, please contact Sandra Smith, Associate Director, Charisma Charity Recruitment. Your application should be submitted through the Charisma website and include your CV and supporting statement.

We welcome and encourage applications from people of all backgrounds. We do not discriminate on the basis of disability, race, colour, ethnicity, gender, religion, sexual orientation, age, veteran status, or other category protected by law.

Closing date: 30 November 2025, however, please note that when a suitable candidate is found the role will close early, so please apply without delay.

What if you could start your career in procurement at one of the UK's largest charities, learning from experienced professionals while making a real difference from day one? As a Procurement Assistant at Alzheimer's Society, you'll provide essential support that keeps our procurement function running smoothly - working with colleagues, managing critical data, and gaining hands-on experience in how procurement drives value in our mission to end the devastation caused by dementia.

About the opportunity

As a Procurement Assistant within our Finance & Assurance directorate, you'll be part of a dynamic team that's transforming how we deliver financial partnership across the organisation. We're on an ambitious journey to become the Society's single point of financial truth - trusted partners and credible experts who enable the organisation to make faster, better-informed decisions. This is where you'll build your procurement expertise while making meaningful impact, where your support enables our procurement team to focus on what matters most: transforming lives affected by dementia.

This is an excellent opportunity for someone at the start of their procurement career or looking to move into the field. You'll be the person who supports Procurement Officers and Business Partners to deliver their work across the Society. From major strategic projects to day-to-day operational needs. You'll handle a broad remit of work, from keeping records organised and gathering data that spots efficiency opportunities, to helping design how we communicate with colleagues across the organisation. It's a role that gives you genuine insight into procurement in action at a major charity, building knowledge and experience that will set you up for future success.

You'll also collaborate closely with other Assistants and Trainees across Finance & Assurance, bringing fresh thinking about how we can work together more seamlessly and support colleagues even better.

The Apprenticeship Opportunity

We're committed to developing our people, and we're open to supporting the successful candidate to pursue a Level 3 Procurement & Supply Assistant Apprenticeship - though this isn't essential, and we equally welcome applicants with prior experience who are looking for their next step.

This apprenticeship offers:

- Two qualifications in one – You'll gain both the apprenticeship standard qualification and Chartered Institute of Procurement & Supply (CIPS) certification.
- Clear progression pathway – With the option to progress onto Level 4 if desired.
- Manageable timescales – The programme typically takes between 13-15 months to complete.
- Flexible start – Learners can commence the apprenticeship within 3 months of starting the role.
- Professional development – Structured learning combined with on-the-job experience.

Apprenticeship Eligibility Requirements
To be eligible for the apprenticeship programme, you must:

- Have lived in England for the last 3 years.
- Be aged 16 or above (there is no upper age limit).
- Spend more than 50% of your time working in England.
- Not hold a higher qualification in the same subject area as the apprenticeship.

About you:
You're someone who's organised, eager to learn, and excited about building a career in procurement. You understand that great support work isn't just about completing tasks. It's about being proactive, spotting opportunities to improve processes, and helping teams work more effectively. You're comfortable with data and administration, and you're keen to understand the bigger picture of how procurement drives value.

You'll have:

- Good organisational and administrative skills, with attention to detail and the ability to manage records, files and documentation accurately.
- Good numerical and analytical abilities, comfortable working with data to support reporting and identify opportunities for improvement.
- Effective communication skills, able to engage with colleagues at different levels and help them navigate procurement processes.
- Enthusiasm for learning and development, with a genuine interest in building procurement knowledge and expertise over time.
- Ability to work both independently and collaboratively, taking initiative while also thriving as part of a team.
- Proficiency with standard IT systems and a willingness to learn finance or procurement software (existing experience with finance systems would be beneficial but not essential).

What you’ll focus on:

- Supporting Procurement Officers and Business Partners to deliver high-quality contract management and advice to colleagues across the Society, with a focus on driving efficiencies.
- Managing procurement records, files and documentation with accuracy and care, ensuring information is accessible and well-organised.
- Providing administrative support to the procurement team and wider directorate, including scheduling and minuting meetings.
- Gathering and analysing procurement data to help identify efficiency opportunities and support senior colleagues with recommendations.
- Helping colleagues across the Society navigate and understand our procurement processes through creative engagement approaches.
- Working collaboratively with other Assistants and Trainees across Finance & Assurance to address duplication, streamline administration, and improve how we support the Society.

Can you see yourself as part of the team that keeps procurement running smoothly while building valuable career experience? Are you ready to learn, contribute, and grow in a role where your support makes a real difference? Can you bring enthusiasm, organisation and a collaborative spirit to help ensure every pound is spent wisely in our mission to end the devastation of dementia?

Important Dates
The deadline for applications is 23:59 on Sunday 23rd November 2025.
Interviews will take place in December 2025 and will take place virtually.

About Alzheimer's Society

Dementia is the UK’s biggest killer. One in three people born in the UK today will develop dementia in their lifetime.

At Alzheimer’s Society, we’re the UK’s leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.

Together with our supporters, we’re working towards a world where dementia no longer devastates lives.

Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.

Our commitment to Equity, Diversity, Inclusion & Belonging

We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.  

We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society. 

Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people. 

Our hiring process

During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply.  Please also contact Alzheimer’s Society Talent Acquisition Team via [email protected] for application support or any adjustments you might need.

To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.

We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.

We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a DBS check at the relevant level.

Giving back to you

Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society. 

You can also visit our Working for Us pages, which give you more information about what it’s like to be an employee at the Society.

We are looking for a Legacy and Administration Manager to join our Finance and Operations team on a part-time basis (2 days per week). This role will report to the Director of Finance and Operations. 

Job Purpose

Legacies are one of the most vital sources of income for Operation Smile UK, helping us continue our work supporting patients with cleft around the world. We’re now looking for a Legacy Administration Manager to join our dedicated team and ensure that every gift left to the charity is managed with care, professionalism, and in line with the wishes of our supporters.

Key Responsibilities

• Manage a portfolio of residuary, specific, and reversionary legacy cases from initiation to completion, optimising income while upholding all legal, ethical, and organisational standards.
• Communicate with empathy and professionalism with executors, solicitors, and beneficiaries’ families, including handling enquiries and confirming receipt of legacy notifications.
• Review estate documentation and valuations, determine the charity’s entitlement, and verify that all due funds are correctly received.
• Ensure that all relevant charity tax reliefs are properly applied for, including Inheritance Tax, Capital Gains Tax appropriations, and Income Tax (form R185).
• Maintain accurate and up-to-date records of all legacy income and correspondence within OSUK’s CRM system and Finance Tracker.
• Track the status of ongoing cases, pursue outstanding actions, and take prompt steps to address issues or disputes as they arise.
• Collaborate closely with internal teams—such as Finance, Supporter Care, and Partnerships—to promote strong stewardship and compliance.
• Refer or escalate complex or high-impact matters to the Director of Finance and Senior Finance Manager when necessary.
• Contribute to team meetings, process improvements, and the development of best practice.

Person Specification

· Strong interpersonal skills with the ability to build positive relationships and communicate clearly and sensitively, both in writing and verbally.

· Proven experience in legacy administration within the charity sector or in probate and estate law.

· Highly organised, with the capability to prioritise and manage a diverse caseload effectively.

· Exceptional attention to detail, ensuring accuracy in financial transactions, documentation, and data entry.

· Skilled in interpreting wills, estate accounts, and related legal documents.

· Competent in reviewing estate accounts to verify the correct application of Inheritance Tax (IHT) and Capital Gains Tax (CGT) and to ensure estates are properly finalised.

· Proficient user of Microsoft Office and customer relationship management (CRM) systems.

· Review estate accounts, including the allocation of Capital Gains Tax (CGT) and Inheritance Tax (IHT), to confirm estates are correctly administered.

· Certificate in Charity Legacy Administration (ILM) or legal/paralegal qualification.

Recruitment

We are actively interviewing for this role on a rolling basis as suitable applicants apply. If you're interested in this role, it is advisable to apply as soon as possible.

 

Disability Confident Committed Employer

We're a Disability Confident Committed employer, so we guarantee an interview to any disabled applicant who meets the minimum requirements for the job.

At Operation Smile UK, we value individuals based on their performance and potential. We're dedicated to creating a diverse and inclusive workplace that supports everyone's needs. We're happy to make reasonable adjustments throughout the application and employment process, and we particularly welcome applications from diverse backgrounds.

If you need this document in a different format, require any adjustments, or need help with your application, please contact us (further details contained within the job description).

Equality, Diversity & Inclusion

Operation Smile UK knows fundraising could better reflect the diverse backgrounds and experiences of the people the charity sector supports. If you don’t meet every requirement but believe your transferable skills align with the role, we encourage you to contact us for a conversation. 

We want our team to reflect the diversity of the communities we serve, offering equal opportunities to everyone, regardless of, age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation.

We celebrate diversity and encourage you to bring your authentic self to Operation Smile UK. We are committed to supporting all applicants and ensuring a fair hiring process. All appointments will be made solely on merit, and we are happy to make reasonable adjustments throughout the recruitment process.