Finance and membership officer jobs

About the eoa (Employee Ownership Association)

Employee ownership in the UK is at a critical moment. The sector has more than doubled since 2020. Awareness is rising. Evidence is compelling. Businesses, communities, and policymakers are increasingly recognising that a people-powered approach can unlock fairness, resilience, and productivity.

We believe the UK can reach 10,000 employee owned businesses within the decade, transforming succession, broadening ownership, and reshaping the economic landscape. But achieving this relies on bold, strategic, values-led leadership across our community.

The eoa exists to build and connect that community: a network of more than 850 member businesses, thousands of employee owners, specialist advisors, policymakers, and partners committed to powering fairer livelihoods and stronger businesses through employee ownership.

Purpose of the Role

The Finance Manager leads the eoa’s finances to ensure the businesses resources are used effectively, efficiently, and sustainably.

You will develop robust financial systems, reporting, and analysis to provide insight and assurance to the SLT and Board, playing a central role in safeguarding the eoa’s financial health and enabling its strategic goals to be achieved.

Role Summary

• Contract: Permanent
• Hours: 22.5 hours per week, working pattern to be agreed with successful candidate
• Location: Manchester (hybrid). You will be expected to attend the office at least twice per month, and more often where needed
• Salary: £45,000 (£27,000 pro rata) p/a
• Pension: Up to 7% employer pension match (from year 1 anniversary)
• Annual Leave: 30 days leave + bank holidays
• Reports to: Membership & Operations Director
• Management of: Finance and Business Support Administrator

Key Responsibilities

• Lead the development and delivery of the organisation’s financial strategy, ensuring it underpins and enables operational delivery.
• Manage the annual budget-setting process, working closely with colleagues to align budgets with strategic priorities.
• Manage day-to-day financial operations, including financial accounting, membership renewals, bank account management, cash flow monitoring, credit control, payments, and function oversight.
• Take responsibility for accurate and timely payroll and pension delivery, working in partnership with an external provider.
• Prepare and reconcile monthly, and year-end accounts, ensuring accuracy, compliance, and robust controls.
• Produce accurate, timely financial forecasts, management accounts and financial analysis to support operational and strategic decisions.
• Ensure compliance with statutory requirements including tax (VAT, PAYE, Corporation Tax) and financial reporting obligations.
• Maintain strong internal controls and risk management processes, safeguarding the organisation’s financial health.
• Act as a signatory on company bank accounts, ensuring appropriate authorisation and governance arrangements are in place.
• Lead the ongoing development and improvement of finance processes and systems, and automations to drive efficiency and effectiveness.

Knowledge, Experience, and Attributes

• Degree-level education and either ACCA, CIMA, or ACA qualification.
• Proven track record in budgeting, forecasting, cash flow management, and delivering accurate management accounts and financial analysis.
• Experience of working for or preparing SME accounts, managing audits, risk, and internal controls, with a focus on continuous improvement of systems and processes.
• Strategic thinker who can translate complex financial data into clear, actionable insight for senior leaders and the Board.
• Highly organised, proactive, and solution-focused, with excellent communication and stakeholder management skills.
• Collaborative, adaptable, and professional, demonstrating integrity and sound judgment in all financial matters.

What Constitutes Success in This Role?

Success in this role means the eoa has reliable, efficient, and well-governed financial operations that underpin all aspects of the business. You will ensure day-to-day finance processes are accurate and timely, cash flow and budgets are effectively managed, and statutory obligations are met with confidence. By providing clear analysis and insight, you will support the SLT and Board in making informed decisions, drive improvements in systems and reporting, and enable the eoa to achieve its strategic priorities.

Key outcomes for the role Measures

1. Outcome: The eoa maintains accurate, timely, and insightful financial reporting and analysis to support decision-making.
   Measure: Accurate monthly management accounts and forecasts delivered on time. Rolling forecasts and scenario analyses updated regularly.
2. Outcome: Budgets are aligned with strategic priorities and financial resources are optimally managed.
   Measure: Budgets prepared and approved within agreed timelines. Variance between budgeted and actual expenditure monitored and reported. Cash flow maintained within agreed thresholds.
3. Outcome: Statutory, regulatory, and internal governance requirements are met and risks are effectively managed.
   Measure: All statutory filings (tax, Companies House, pensions) submitted accurately and on time. External audit completed with no significant issues. Internal controls and risk management processes maintained and reviewed annually.
4. Outcome: Financial systems and processes support operational efficiency and organisational growth.
   Measure: Transaction processing, reconciliations, and payroll delivered accurately and on schedule. Improvements in process efficiency implemented.
5. Outcome: Finance contributes proactively to strategic decision-making and organisational development.
   Measure: Financial insight and recommendations consistently inform senior leadership decisions. Evidence of finance-led initiatives driving cost efficiency or strategic impact.
6. Outcome: Finance function evolves to meet organisational needs and supports a culture of improvement.
   Measure: New or updated systems, processes, or reporting tools implemented successfully. Finance function demonstrates improved efficiency, effectiveness, or scalability over time.

How to apply

To apply, please submit:

• A two-page CV
• And ane of either:
  • Cover letter setting out your motivation, approach, and what you will bring to the role
  • Video (maximum 10 minutes) setting out your motivation, approach, and what you will bring to the role

Applications should be submitted before 9:00am 14 July 2026. We will close this vacancy early if we receive sufficient applications for the role. If you are interested, please submit your application as early as possible.

Interviews will be in Manchester on 28 & 29 July 2026.

The eoa welcomes applications from people of all backgrounds, particularly those who are under-represented. We recruit based on values, skills, and contribution to our purpose.

About Us- Buxton Civic Association (BCA) is a dynamic environmental and heritage charity, working to preserve and enhance the unique built and natural environment of Buxton. We are the proud custodians of over 160 acres of woodlands, including Buxton Country Park and Grin Low, and the operators of Poole’s Cavern, Buxton’s most visited attraction. With a rich heritage and an ambitious vision, we’re driving forward conservation, sustainability, and public engagement.

In 2024, Buxton was named one of the best places to live in the UK. Now’s your chance to work at the heart of this vibrant town and help shape its future.

About the Role - Reporting directly to the Chief Executive, the Head of Finance & Governance will:

• Lead all aspects of financial management, reporting, budgeting, and forecasting
• Support strategic planning and organisational development
• Strengthen governance, compliance, and risk management systems
• Provide leadership and support to key managers and teams
• Help develop sustainable income generation and business planning
• Deputise for the Chief Executive when required

This role will initially line manage:

• Finance Team (2 staff / 1 FTE)
• Fundraising Manager (0.4 FTE)
• Marketing & Membership Manager (1 FTE)

You may also supervise volunteers and represent the organisation externally at meetings and events.

What We’re Looking For

Essential experience & skills

• Significant senior-level finance and operational management experience
• Strong understanding of charity accounting and governance
• Experience managing budgets, forecasting, and financial controls
• Proven line management and leadership skills
• Excellent written and verbal communication abilities
• Ability to work strategically while delivering practical operational results
• Confidence working with Trustees and stakeholders
• Strong organisational skills and attention to detail
• A collaborative, resilient, and proactive approach

To Apply

Please send a covering letter and CV . Further application details can be found in the recruitmen packt which is displayed under the recruitment section of our website . Please ensure you also complete and return our Equality Monitoring Form with your application.

The closing date for applications is 12pm, Tuesday 14th July 2026. If you would like to arrange an informal conversation to discuss the role, please contact Dave Green, CEO.

Team: Health & Safety and Environment 

Location: Remote with regular travel. Approx. two to three times a week, covering the South-East of England region

Work pattern: Monday-Friday, 35 hours per week 

Salary: Up to £44,289.75 per year 

Contract: Permanent 

We are the UK’s largest cat welfare charity. All over the country, our passionate employees, volunteers and supporters are using their kindness and expertise to make life better for millions of cats and the people who care for them. 

Responsibilities of our Health and Safety Officer: 

- Conduct in-person health & safety and fire risk assessments across centres and shops, ensuring compliance with legislation and internal policies 

- Investigate accidents and incidents, analyse trends, and recommend preventative actions 

- Maintain accurate records of inspections, training, assessments, and incidents in line with data protection requirements 

- Work with colleagues across teams to implement remedial actions from inspections and audits 

- Promote completion of H&S e-learning and identify additional training needs

- Build strong relationships with staff and volunteers to foster a positive safety culture 

- Lead regional H&S Committee meetings and contribute to team discussions and continuous improvement of SHE practices 

- Support wellbeing and mental health awareness by signposting relevant resources 

- Collaborate with colleagues on H&S elements of projects and activities across the charity 

About the Health & Safety and Environment team: 

The team manages most Health and Safety functions in-house and works closely with departments across Cats Protection. It includes a head of department, senior officer, environment and sustainability lead, administrator, and four regional officers covering the UK. The team supports retail outlets, Cat Centres, accident investigations, DSE, and branch volunteer enquiries.

What we’re looking for in our Health and Safety Officer: 

-Lives in or around the South-East of England 

- NEBOSH general certificate (or equivalent) and membership of a relevant professional body 

- Significant experience (3+ years post qualification) in a similar health & safety role, ideally in public sector, facilities, or charity setting 

- Experience working across multiple sites 

- Strong knowledge of health & safety legislation and best practices 

- Excellent communication and influencing skills across all levels 

- Able to work independently, manage workload, and perform under pressure 

- Organised, pragmatic, and professional with a flexible, positive attitude 

- Proficient in Microsoft Office, especially Excel 

- Holds a full UK driving license and has access to a vehicle

What we can offer you: 

- range of health benefits 

- 26 days’ annual leave plus bank holidays, increasing with length of service 

- Salary Finance, which empowers you to take control of your financial wellbeing 

- and much more, which you can learn about

Application closing date: 6th July 2026 

Virtual interview date: 29th July 2026 

Applications may close before the deadline, so please apply early to avoid disappointment. Please note, applications received after the closing date may not be responded to. 

If successful, your recruitment journey will include: 

1. anonymised application form 

2. video screening 

3. virtual interview 

The Society of Authors (SoA) is the UK's largest trade union for all types of writers, illustrators and literary translators. We’ve been advising authors and speaking out for the profession since 1884. 

We’re currently looking to welcome a Finance Manager to our team.

The role

The Finance Manager leads on the operational management of the finance function to ensure there are robust financial controls, effective reporting and efficient day-to-day financial operations across the organisation, including our ancillary charities and literary estates. The postholder is expected to foster excellent working relationships across the organisation with all staff, member volunteers, senior colleagues, board members and charity trustees.

Reporting directly to the Chief Operations Officer, the Finance Manager has significant responsibility for:

· Management accounts and reporting

· Budgeting and forecasting

· Cashflow oversight

· Audit and compliance

· Financial controls and process improvement

· Operational financial analysis

Responsibilities

Day-to-day financial management 

• Manage the day-to-day finances for the organisation. Ensuring all aspects of the financial systems are accurate and kept updated including banking and sales and purchase ledgers.
• Manage the finances for our 14 charities. Ensure all aspects of the financial systems are kept updated.
• Undertake monthly reconciliations ensuring all transactions are properly and efficiently recorded.
• Prepare quarterly VAT returns for the organisation including the partial VAT exemption calculation.
• Oversee the management and appropriate allocation of any restricted funds for the charities ensuring that monies are allocated as per donor wishes or grant specifications.
• Prepare any ad hoc budget request and figures for other departments or the management.
• Regularly review and maintain financial policies and procedures.
• Support with funding bids and reports for donors and grant-making bodies.

Budget process management

• Work closely with the Chief Operating Officer on preparing the annual budgets for the organisation and our ancillary charities.
• Prepare quarterly figures for review, explaining any variation from budgeted figures.
• Monitor the actual spend against budgets for all the charities.

· Ensure adequate cash flow to meet the needs of the organisation and our charities in consultation with the Chief Operating Officer and Head of Charities.

• Work closely with all Departmental Heads to ensure they fully understand their budgets and ongoing organisational performance against budget. 

Statutory reporting

• Assist the Chief Operating Officer with the preparation of the organisation’s accounts.
• One of the main points of liaison with the external auditors, ensuring all supporting papers are collated for an efficient and effective annual audit to take place.
• Maintain fixed asset register and inventory of all equipment contracts and agreements.
• Ensure adequate controls are in place to safeguard the financial assets of the organisation.
• Lead on preparing all our charity accounts.
• Assist the COO to ensure the organisation and its ancillary charities are compliant with statutory bodies and external institutions including:

o Companies House

o Certification office

o Charity Commission

o HMRC

o  All banks and payment processors

Financial risk management

• Work with the Chief Operating Officer to ensure that the appropriate processes are in place for the long-term financial viability of the organisation.
• Develop, update and produce long-term cashflow forecasts for both the organisation and our ancillary charities.

· Ensure appropriate financial risk management techniques and controls are in place at strategic and operational levels. 

Governance support to the Finance Sub-Committee and Charity Trustees

• Assist in the preparation of all associated papers and minutes for the Finance Sub- Committee.
• Assist the Chief Operating Officer in preparing papers for Board and Charity Trustees.

 The duties above outline the broad areas of responsibility. The SoA reserves the right to vary these duties to suit the requirements of the business.

 Person specification

Essential

• Minimum part-qualified accountant or qualified by experience with strong financial management experience, with an ability to understand the practical impact of finance decisions and processes across the organisation.

· Strong IT skills including the Microsoft Office suite, in particular Excel, and experience of using databases. 

• Experience of using Sage 50 Cloud Accounts.
• Significant experience and confidence in managing a full range of finance operations in a small or medium sized organisation in the not-for-profit sector.
• Confident presenting financial information to non-financial audiences.
• Demonstrates excellent attention to detail, organisation and communication skills.

· Resilience in working under pressure, ability, and willingness to both give and take constructive feedback. 

· Bring ideas for improvements and is open and honest in all communications where relevant and appropriate. 

• Ability to work with the Chief Operating Officer to develop the formulation of long-term financial plans and strategies for the society and its ancillary charities.

Desirable Skills

· Specialist knowledge of Charities, including Charity SORP guidance and procedures, underpinned by strong theoretical knowledge and practical experience. 

· Experience of working for a trade onion or a membership organisation.

· Tax and charities law, including a good understanding of partially exempt VAT status.

 What we offer

As a progressive and ethical not-for-profit organisation, we offer a range of benefits to support your physical, mental, and financial wellbeing. We are a London Living Wage and a Disability Confident – Committed employer.

Benefits include:

• Competitive salary
• Cycle-to-work scheme.
• Death-in-service benefit (8 x salary)
• Employee assistance programme
• Flexible, hybrid working practices.
• Family-friendly, disability-confident inclusive culture
• Generous annual leave, including all bank holidays.
• Salary exchange pension scheme
• Interest-free annual travel card loan
• *Office closure over Christmas
• Private healthcare

*Colleagues can work over the Christmas period, although the building is closed. For those who wish to take additional time off, colleagues take these days from their annual leave allowance.

As an employer, we nurture a working environment in which staff can grow and develop. We recognise the value of flexibility in the way we work with a positive culture of hybrid working practices.

Inclusion, diversity, and representation are at the core of our values, and we work to tackle structural discrimination and prejudice. Part of this commitment means that we are looking to increase diversity in our organisation at all levels. We strongly encourage applications from a broad range of social, cultural, educational, and underrepresented backgrounds

Finance Officer
Full-Time | London | £40,000

Prospectus are delighted to be supporting a wonderful membership body in their search for a Finance Officer. You will be proactive, detail orientated and play a key role in ensuring the smooth running of their financial operations. You will have experience managing payroll, bookkeeping and will be an experienced user of Sage 50. You will be collaborative, a good communicator and comfortable working with stakeholders at all levels. You will bring a high level of accuracy, work efficiently and be able to prioritise effectively.

You will be an experienced Finance Officer, who is AAT or part-qualified (ACA, ACCA, CIMA), or have relevant equivalent experience. As the organisation’s Finance Officer, you will be responsible for the day-to-day financial operations of the charity, with a primary focus on bookkeeping, payroll and banking. You will also contribute to wider financial processes, such as audit support, and helping to strengthen the organisations financial policies and procedures.

Key Responsibilities:

• Maintain Sage 50 Accounts, including sales and purchase ledgers, and bank receipts/payments
• Process and verify expenses, grants, and prize claims
• Analyse and post credit card transactions
• Manage and process supplier and staff payments
• Perform bank and investment account reconciliations
• Handle accounts queries from staff, trustees, and suppliers
• Prepare monthly payroll and pension contributions
• Maintain and reconcile the fixed asset register
• Post and update prepayments and accruals
• Support the annual audit process
• Provide ad hoc support to the Finance Director

To Apply Please Submit:

• Your CV, outlining your relevant experience and skills
• A cover letter demonstrating how your experience aligns to the role, and what skills you will bring

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. If you have any disability and require reasonable adjustment/s to any part of the process then please contact Shannon Sanderson at Prospectus.
 

Director of Finance

c.£85k pa | Derby, hybrid

Campbell Tickell are proud to be recruiting to the role of Director of Finance at YMCA Derbyshire.

Founded in 1847, YMCA Derbyshire is a charity that supports children, young people and communities across Derby and Derbyshire through a wide range of integrated services. We provide housing and supported accommodation for around 270 people each night, alongside pathways that help individuals move toward independent living.

Our work spans lifelong learning provision including our vocational college, employability programmes, school-based childcare, early years provision,

youth and community programmes, health and wellbeing activities, and vital services through our poverty relief programmes. We are a strong, stable and well-led organisation with a clear sense of purpose, and an equally clear belief that we can do so much more for the young people and communities we serve. We’re now looking for a new Director of Finance who can help us continue to unlock that potential.

We have grown considerably in size as an organisation in the last five years and we retain a clear focus on continuing that momentum to expand our provision and invest to strengthen our long-term financial sustainability. We are seeking a

senior finance leader who can support sustainable progress while balancing risk and resource constraints as we build more resilient financial foundations. The Director of Finance will play a critical leadership role in helping us address these challenges and seize emerging opportunities.

This is not a routine finance leadership role. We are looking for someone who can bring fresh thinking, someone who is not only technically strong, but also creative, forward-looking, and who brings an entrepreneurial flair to help us identify and seize opportunities as we grow the organisation. Above all, we are

looking for a leader with emotional intelligence, strong judgement, and the ability to build trusted relationships across a complex organisation. You will bring experience in one or more of the housing, charity, or education

sectors and while we expect you will already be operating at Finance Director level, we remain open to exceptional candidates who can demonstrate the capability to step into this level of responsibility.

This is a significant leadership opportunity with considerable

scope to have a big impact at an organisation with strong foundations, committed colleagues, an excellent reputation and strong networks in Derby and Derbyshire. If you’re energised by possibility, motivated by purpose, and ready to help us take bold steps forward, we’d love to hear from you. Join us, and help lead the next chapter of YMCA Derbyshire’s story.

Closes: Monday, 6th June 2026| 9am

The Royal College of Ophthalmologists (RCOphth) is a membership organisation and the voice of the profession, with over 4,750 members in the UK and overseas. Our role is to champion the specialty, set standards of training and practice, and influence change to make a difference to the lives of patients with eye conditions.

Job Purpose  

The Director of Finance and Operations plays an important role within the College, providing strategic leadership, oversight and development of a portfolio of corporate support functions. This includes finance, membership, HR, IT and facilities. 

This role has responsibility for a team of 8 members of staff and also forms a key part of our Senior Leadership Team, taking corporate responsibility for the overall direction and operational management of the College. 

Main responsibilities 

1. To lead the strategic and operational management of our finance function 

• Provide strategic leadership and quality assurance for the annual budgeting and forecasting process, delivered by the Financial Controller and finance team 

• Review and challenge monthly management accounts, forecasts and financial performance reports prepared by the Financial Controller, working closely with budget holders

• Present financial reports and analysis to the Finance Committee and Board of Trustees to underpin informed discussion and decision-making

• Oversee, develop and maintain effective finance systems to reflect best practice and to help ensure timely and accurate figures  

• Provide assurance to the Chief Executive and Trustees that appropriate systems and controls are in place to ensure compliance with statutory and regulatory requirements 

• Provide executive oversight of the annual audit and statutory reporting process led by the Financial Controller, including the production of the annual report, working closely with auditors and ensuring that any management control points are implemented promptly 

• Lead trustee engagement on investment strategy and monitor investment performance 

• Support the operation of the College’s trading subsidiary 

• Co-ordinate the College’s use of restricted funds, ensuring compliance with contractual terms.

2. To foster individual and organisational development

• Monitor and develop our organisational culture, championing our values at every opportunity 

• Empower staff and teams to actively inform the direction of the College and our activities 

• Oversee the delivery of our equity, diversity and inclusion strategy, evaluating progress against key metrics 

• Support the implementation and delivery of our new strategy from 2027.

3. To oversee other areas of our corporate support function 

• Oversee our membership strategy to support sustained growth, identifying new opportunities to develop our offer to UK and international members 

• Lead on operational and contractual efficiencies and service improvement programmes including IT and facilities management, ensuring the smooth running of the organisation, raising productivity, and delivering value for money 

• Oversee all aspects of our HR function, including learning and development, in line with our values and behaviours framework, and new organisational strategy from 2027. 

• Oversee the robust management of risk, data protection, and health & safety compliance. 

4. To lead the department

• Lead and support the team, including through the identification and delivery of professional development opportunities 

• Establish individual and team objectives linked to our strategic priorities, monitoring and holding colleagues to account for delivery 

• Share key updates with the team on a regular basis and champion the department’s work internally 

• Ensure rigorous financial management and long-term forecasting to ensure departmental and College-wide sustainability 

• Support and provide strategic insight to committees, including the Board of Trustees and Finance Committee 

• Establish appropriate structures and processes to drive forward key projects, including collaborative working across the College and evaluating success against identified metrics. 

5. To be an active member of our Senior Leadership Team (SLT)

• Provide leadership and support across the organisation, ensuring consistency of operation, high standards of service and driving a one-team approach 

• Agree organisation-wide policies and procedures and ensure their correct implementation 

• Assume corporate responsibility for trustee and senior leadership decisions 

• Role model our organisational values and behaviours at every opportunity

To undertake other duties as required:  

• Undertake any other reasonable duties as required by the Chief Executive

• Some travel may be required, including attendance at our annual congress. Working outside normal hours may also be needed from time to time on key projects 

Person specification 

Knowledge, Qualifications and Experience 

• A CCAB-qualified accountant, with at least five years of experience in a senior leadership role 

• Detailed knowledge of charity financial management, budget preparation and reporting, risk, GDPR and health and safety 

• Experience of leading successful growth, such as through the delivery of a membership or fundraising strategy, alongside high levels of organisational productivity and efficiency 

• Experience of delivering against challenging performance targets, and of managing others to do so 

• Experience of HR, IT and Facilities management 

Skills and Abilities 

• Ambitious, dynamic, values-driven leader with established leadership skills and emotional intelligence 

• Successful track record of achieving results in a leadership role 

• Strategic thinker with excellent attention to detail and a willingness to adopt a hands-on approach when required 

• Ability to present and write clear reports for non-financial managers, trustees and committee members 

• Highly developed influencing, persuading & communication skills 

• Sound understanding of systems management, including accountancy software and CRM 

• Ability to innovate, recognise challenges, analyse problems and apply effective solutions 

Personal Qualities (Attributes) 

• Commitment to equity, diversity and inclusion and understanding of how this applies to own area of work 

• Commitment to own continuing professional development 

Interim Director of Finance and Operations
London | Hybrid Working (2 days per week in the office)
3-6-Month Interim Assignment
£500-£600 per day

We are working with a respected UK membership organisation seeking an experienced Interim Director of Finance and Operations to provide strategic leadership across finance and corporate services during a key period for the organisation. 

Reporting to the Chief Executive and forming part of the Senior Leadership Team, you will lead Finance, HR, Membership, IT and Facilities, ensuring strong governance, operational effectiveness and financial sustainability.

Key responsibilities:

• Lead financial planning, budgeting, forecasting and reporting
• Provide strategic financial advice to the Chief Executive, Board and Committees
• Strengthen financial controls, governance and risk management
• Oversee year-end accounts, audit and statutory reporting
• Drive operational efficiency and continuous improvement across corporate services
• Provide leadership across HR, IT, Membership and Facilities functions
• Support organisational development, culture and staff engagement
• Ensure compliance across GDPR, health and safety and regulatory requirements
• Lead and develop a high-performing corporate services team
• Support the delivery of strategic priorities and organisational change initiatives

About you:

• CCAB-qualified accountant
• Experienced Finance Director, Director of Finance & Operations, COO or equivalent senior leader
• Strong track record within charities, membership bodies, professional institutes, Royal Colleges or other not-for-profit organisations
• Experienced in working with Boards, Committees and Trustees
• Broad corporate services experience covering finance, governance, risk and operational management
• Commercially minded with a hands-on and pragmatic approach
• Strong leadership, communication and stakeholder management skills
• Able to balance strategic thinking with operational delivery

Previous experience within a membership organisation, professional body or charity would be highly advantageous.

This is an excellent opportunity to join a purpose-driven organisation and play a key leadership role during an important period of organisational development and change.

London-based with hybrid working, typically requiring two days per week in the office.

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.

Director / Chief Executive – CPRE Sussex

Location: Sussex-based or genuinely Sussex-commutable, with flexible / hybrid working and regular travel across the county

Salary: £60,000 – £70,000 FTE, pro rata

Contract: Permanent, 3–4 days per week

A rare chance to shape the future of Sussex’s countryside.

About CPRE Sussex

CPRE Sussex is the countryside charity for Sussex. An independent county charity and part of the wider CPRE network, we have a respected county-wide voice and strong local roots, alongside the support of national CPRE.

Our work brings together planning influence, campaigning, membership, volunteering, events and practical countryside projects. From responding to major developments and local plans to building public support through communications and community activity, CPRE Sussex plays a visible role in shaping the future of place across the county.

This is a significant moment for the organisation. Following a period of change, new staff capacity and recent investment, CPRE Sussex is building on growing confidence, a stable financial platform and renewed momentum. The next Director / Chief Executive will help translate that foundation into greater influence, stronger cohesion and more sustained impact.

As our next Director / Chief Executive, you will:

• Strategy & Impact: Work with trustees to turn CPRE Sussex’s mission into clear priorities, practical plans and measurable outcomes.

• Governance & Finance: Provide confident oversight of governance, compliance and reporting, while ensuring resources are directed to the greatest effect.

• Operational Leadership: Lead a small, part-time and distributed team with clarity, pace and good judgement.

• Income Generation: Strengthen membership, supporter engagement and fundraising to build a more resilient, diversified income base.

• Community & Partnerships: Build trusted relationships with communities, partners, local authorities, public bodies, elected representatives and volunteers.

• Brand & Profile: Act as a visible and credible public voice for CPRE Sussex on planning, countryside and environmental issues, and position us as the leading countryside charity for Sussex.

• People & Culture: Maintain alignment and focused, constructive working relationships across trustees, staff, volunteers and external supporters.

• Change & Development: Help shape the next phase of organisational development following a period of transition and growth.

Who you are

• A seasoned senior leader with strong commitment to CPRE Sussex’s mission and purpose.

• A credible external representative, comfortable engaging with media, decision makers, partners and supporters.

• Experienced in leading people, projects or organisations through change and transition.

• A thoughtful communicator with sound judgement, diplomacy and strong interpersonal skills.

• Confident working with boards or trustees and supporting robust governance.

• Commercially aware, with an instinct for membership, supporter development and financial sustainability.

• Organised, practical and able to direct finite resources to where they will have greatest impact.

• Experience of campaigning, planning, environmental or public policy work would be highly desirable, alongside strong digital confidence and/or charity fundraising exposure.

Why CPRE Sussex?

• You will be joining a respected Sussex charity with genuine relevance to planning, land use and countryside protection.

• There is strong momentum to build on, including a stable membership base, recent public profile growth and visible practical projects.

• The organisation has substantial reserves and recent investment in capacity, providing a strong platform for the next phase.

• You will work with a committed board, engaged staff and active volunteers who care deeply about the charity’s future.

• This is a rare opportunity to shape both an organisation and the wider countryside debate across Sussex.

Closing date for applications: 9am, Monday 13th July 2026

For full details of the role including how to apply, please download the full appointment brief. For an informal and confidential conversation about this position, please contact Jenny Hills at Harris Hill at via the apply button with times to speak and (optional but appreciated) a CV or professional profile which will be treated with the strictest confidence.

As leading charity recruitment specialists and a certified B Corp, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.

 

 

Icon, the Institute of Conservation, is a charity and professional membership organisation dedicated to safeguarding cultural heritage and championing the value of conservation. As a key member of our small, dedicated team, you will be instrumental in delivering the accurate, timely and compliant administration of Icon’s membership services.

The Membership Administrator is a core operational role responsible for delivering the accurate, timely and compliant administration of Icon’s membership services, whilst ensuring a consistently high standard of customer service to members and stakeholders.

About the Role

The post-holder will oversee day-to-day membership processing, maintain CRM integrity, administer subscription cycles, coordinate diaries and meetings relating to membership governance and committees, and ensure consistent, high-quality administrative support across the organisation. They will act as a key point of contact for member enquiries, demonstrating a proactive, helpful and solutions-focused approach to deliver a positive membership experience.

This role is based at Icon’s office in Clerkenwell, London. Icon operates a hybrid working policy, which requires staff to be in the office at least two days per week, with the flexibility to work remotely for the remainder.

The post-holder will report directly to the Marketing and Membership Manager.

Do you want to support people with mental health issues in a moment of crisis?

Are you calm, non-judgemental and able to work effectively with people experiencing distress?

If you can embody our values of Hope, Courage, Togetherness, and Responsiveness, and want to help others build resilience and manage their wellbeing, we’d love to hear from you.

Financial Controller
Reference: 367
Responsible to: Senior Finance Manager
Working hours: Up to 37.5 hours per week
Contract: Permanent
Salary: £32,000 - £34,000 per annum
Based: Watford (some flexibility for hybrid work from home)

This is a position offering someone with the appropriate values and experience, the opportunity to play a pivotal role in the Finance Team, coordinating the Finance Department, ensuring that financial & payroll information is processed in accordance with HMN procedures & timescales.

As a Financial Controller you will work closely with the Senior Finance Manager to drive quality financial processes through the core of the organisation, leading on the management of the team.

Key Responsibilities

• Production of monthly management accounts to Senior Management budget holders
• Line Management of the Finance Administrators & Finance Officer
• Support with quarterly reconciliations & reports for Board
• Assisting with setting yearly budgets & projections in liaison with Senior Leadership Team & Finance Manager
• Assist budget holders in appropriate activity analysis
• Coordinating payroll processes are robust and efficient with HR
• Investigation of queries from suppliers & staff providing advice & assistance as required
• Produce ad-hoc financial/management information as required by the CEO or Senior Leaders
• To ensure financial systems guarantee clarity of requirement for grant and contract monitoring and compliance.
• Oversee all financial transactions, and sales and purchase invoices are accurately entered by the finance team into QuickBooks & ensure financial information is processed in accordance with procedure
• Awareness of UK accounting requirements and Charity SORP changes that may affect the organisation.
• The post holder will support SMT with budgets for service implementations and service development to facilitate continuous improvement and safe practice.

We offer:

• Annual leave entitlement of 25 days per year pro rata, rising in increments to a max. of 29 days after 5 years employment (plus 8 days Bank Holidays)
• An additional day of leave each year for your birthday following completion of probation period.
• Ongoing training relevant to your role.
• An Employee Assistance Programme.
• Eligibility for blue light card.
• Health cover (after 6 months employment) – compensation payment for Optical, Dental, Chiropody and Therapy Treatments.

Being able to drive and having access to your own vehicle (or equivalent) is essential for this role.

Closing date for applications will be 20th July 2026.
Interviews to be held on a rolling basis at our Watford Wellbeing Centre.
This advert may close early if a suitable applicant is found. Please submit your application as soon as possible.

N.B. Please quote reference number 367 when completing your application for this role.

Interested? 

If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position. 

We welcome applications from all suitably-qualified candidates, irrespective of gender, disability, marital or parental status, racial, ethnic or social origin, colour, religion, belief, or sexual orientation. In addition, during the various stages of recruitment, specific measures can be taken to ensure equal opportunities for candidates with disabilities or special needs.

Hertfordshire Mind Network is committed to the Disability Confident and Mindful Employer charters. We actively recruit staff who have a lived experience of mental ill health. Our inclusive approach recognises the unique skills, knowledge, and perspectives that lived experience brings to our team.

No agencies please.

We are looking for an experienced, thoughtful Operations Lead to join our small,

purpose-led CIC. The Operations Lead is central to how Power & Integrity functions day-

to-day, supporting both the running of operations and the development of the systems

and processes that help us work more effectively as we grow. The postholder holds the

operational backbone of the organisation, providing trusted executive and

administrative support, coordinating our consultancy portfolio, supporting financial

processes, and strengthening the systems that allow our work to land reliably and on

time.

Working closely with the Co-Chairs, the Operations, Governance and Risk Committee,

our consultancy, impact and the finance function, the postholder combines hands-on

operational delivery with coordination across our consulting and wider engagements.

This is a varied, practical role suited to someone who enjoys constructing workflows,

anticipating needs, spotting risks early, and creating processes that allow others to do

their best work.

This is not a polished corporate operations role. We are a small organisation, still

evolving how we work, so this role would suit someone who enjoys building, shaping, and

improving systems over time, rather than stepping into something already fully formed.

The role carries responsibility for coordination, administration and reliable delivery. The

postholder enables and supports decision-making, governance and delivery, working

within agreed processes and escalating appropriately, and grows their scope over time.

Ready to take on an income-focused administrative role where your work supports a meaningful cause?

This is a great opportunity to join a purpose-led international charity as their Supporter Income & Administration Officer (temporary), supporting the accurate processing and management of vital fundraising income.

This role would suit someone who enjoys working with financial data, ensuring accuracy, and playing a key role in keeping essential income processing running smoothly.

If you have previous experience in income processing, finance administration or fundraising operations - particularly within a membership or non-profit setting - this could be the role for you!

Role: Supporter Income & Administration Officer
Organisation Type: International charity (anonymous)
Salary/Rate: £16.48 per hour
Working Arrangements: Part-time, 2 to 3 days per week, hybrid with at least 2 days on site (spread across the week to support income processing and banking)
Location: London & WFH (Nearest station London Bridge)
Employment Type: Temporary position
Duration: 1 to 3 months
Closing Date: CVs are being reviewed on a rolling basis - early applications encouraged!

The Role:

As the Supporter Income & Administration Officer, you’ll play a central part in processing fundraising income, ensuring all donations are accurately recorded, coded, filed and acknowledged in line with best practice.

Your responsibilities will include:

• Processing fundraising income from multiple sources, including post, bank transfers and online platforms
• Accurately recording, coding and filing all donations across paper and electronic systems
• Managing and maintaining donation data within Salesforce CRM
• Opening and handling incoming post, including preparing cash and cheques for secure banking
• Ensuring all donations are acknowledged promptly to support a positive donor experience
• Supporting Gift Aid processes, ensuring information is correctly recorded and compliant
• Assisting with reconciliation and financial administration tasks
• Providing additional administrative support to the wider team as needed

About You:

• Strong experience in income processing, financial administration or data-heavy roles
• Excellent attention to detail and a high level of accuracy
• Confident working with CRM systems such as Salesforce
• Comfortable handling financial information and working with sensitive data
• Well organised, methodical and able to manage competing priorities
• A team player with a proactive and reliable approach
• Ideally experienced within a charity, fundraising or membership environment

Why Apply?

• Play a critical role in ensuring vital income is processed accurately and efficiently
• Gain valuable experience in fundraising operations and financial administration
• Work with a supportive, purpose-driven team
• Flexible part-time working with a clear structure across the week
• Immediate start opportunity with a meaningful short-term impact

Interested?

CVs are being reviewed on a rolling basis – early applications are encouraged.

Apply now to be part of a team ensuring vital fundraising income is managed with accuracy and care.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.