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We are looking for someone who is a qualified or part-qualified accountant (including qualified by experience) to take responsibiity for the full day-to-day running of the finance function, ensuring accurate financial records, strong controls and timely reporting.
You will have experience in a hands-on finance role and in producing management accounts and charity statutory returns. You'll have a strong accounting knowledge and good excel and accounting systems capability. Ideally, you'll have experience in small organisations in the charity or social impact sector and of business partnering.
Very importantly, you'll be collaborative and team oriented, able to manage competing priorities effectively and be adaptable and comfortable working in a fast paced and entrepreneurial environment.
You'll work closely with our part-time Finance Director to:
Key responsibilities:
The client requests no contact from agencies or media sales.
Involve Northwest is an innovative, community-based organisation with an approach that is grounded in our core belief that the services we offer are free, confidential, and are motivated for public benefit, and not profit.
Job Title: Chief Executive Officer (CEO)
Location: The Community Village, Rock Ferry, and the Wirral community.
Working Pattern: 35 Hours per week (to be discussed)
Salary: £70,000 - £75,000 per annum (FTE) Depending on experience
Reporting To: Board of Directors
Responsible For: Operations & HR Director, Finance Manager and supporting Consultants.
This role is subject to a DBS check and subscription to the update service in line with the internal Safer Recruitment Policy.
Core Responsibilities
Lead the organisation, establish its standards, and represent it as the public face and ambassador.
Serve as the organisation’s figurehead while strengthening and expanding relationships with commissioners and key stakeholders.
Define the strategic direction in collaboration with the Board of Trustees.
Implement the strategic plan and drive sustainable organisational growth.
Provide strong financial leadership, including budgeting, forecasting, income generation, and asset management.
Prioritise and advance the diversification of funding streams with overall accountability.
Ensure effective risk management and regulatory compliance including GDPR, H&S, Safeguarding, Charity Governance.
Build and develop a strong workforce while fostering a unified, one-team culture.
Leadership And Managerial Responsibilities
Lead the organisation, providing direct line management to the Operations and Human Resources Director, Finance Manager and Consultants.
Deliver strong, visible leadership across the organisation.
Accountable for shaping, influencing, and delivering both internal and external operational strategies.
Maintain strategic oversight of existing contracts and services, ensuring effective delivery and performance.
Develop, monitor, and review key operational resources, including business plans, business continuity plans, and risk registers.
Strategic Responsibilities
Scope and drive forward funding & partnership opportunities in support of sustainability and growth.
Grow Involve Northwest’s network of commissioners and strategic/mutually beneficial partnerships.
Identify the opportunities for collaboration and diversification.
Consider the organisation, its destination and routes to that destination with ‘out of the box’ thinking.
Reviewing all aspects of service provision and the roles of Involve Northwest personnel.
Oversee management of Involve Northwest assets, including any buildings.
Assist in identifying new premises and the basis upon which they are occupied (purchased/leased) in the context of Involve Northwest’s needs.
Lead on organisational change; provide governance around internal resources, communication and marketing, and growth.
Lead on all funding opportunities, including the scoping and writing of bids and responses to tender invitations, expressions of interest and soft market testing as appropriate.
Overseeing Involve Northwest’s communication and marketing strategy.
Partnerships Management
Involve Northwest is predominantly funded through contracts with central and local government. The successful person will interface directly with funders and commissioners, managing those relationships and attending contract meetings where appropriate. Attend external meetings/groups and act as the ‘face’ of the organisation, in collaboration with the Management Team.
The role will focus on growing Involve Northwest’s influence within our network of commissioners and strategic/mutually beneficial partnerships to secure future commissions in new delivery themes or areas in the Northwest that align with our strategy and vision.
You would also be expected to identify, explore, and develop new partnerships outside Involve Northwest’s traditional stakeholders with organisations in both the public and private sectors.
This role profile is not exhaustive and is subject to review in conjunction with the post holder and according to future changes/developments within the Company.
Company Duties and Responsibilities:
Evaluate and work in line with statutory requirements and company policies and procedures, including ISO9001:2015, the Companies Act, Charity Law and UK GDPR.
Work to Involve Northwest’s Safeguarding procedures.
Represent the charity in the best manner.
Demonstrate a commitment to the vision, values, and strategic aims of Involve Northwest.
Maintain high standards of professionalism and keep abreast of current legislation, standards, best practice and maintain a focus of continuous improvement.
Work within Involve Northwest’s practice standards.
Person Specification – Essential
Experience
Significant experience in a senior management role.
Development of a strategy with a proven record of implementation, tracking and monitoring progress.
Experience in securing year-on-year sustainable funding.
The ability to link operational delivery with the strategic plan to achieve its stated objectives.
Track record in delivering business change.
Risk management, business continuity and disaster recovery planning and testing
Working with commissioners/grant funders at senior levels.
Significant experience in overseeing bid/tender writing at an operational and strategic level, with the ability to present at all levels and deliver reports as required.
Strong decision-making skills.
Budget management experience.
Developing communication and delivery strategies.
Working in the third sector would be useful but is not essential.
Knowledge and Skills
Excellent people skills, including communication, relationship building and emotional intelligence.
Proven track record in change management.
Problem-solving, planning skills and innovative thinking.
The ability to implement strategies to meet the organisation’s goals agreed with the board of directors.
Understanding the importance of excellent employee management and have the ability to motivate.
Excellent organisational skills, results-driven, with a clear focus on outcomes.
Consider the organisation, its destination and routes to that destination with ‘out of the box’ thinking.
Personal Attributes
Innovative thinking.
A belief in the Organisation’s service delivery and objectives.
Enthusiasm and a catalyst to motivate others.
Be a visionary for the organisation and lead by example
Good communication skills with excellent people skills
Be compassionate and empathetic and have a high level of integrity.
The ability to deliver honest feedback in a direct but emotionally intelligent way.
Act with integrity and respect when working with all clients, agencies, and individuals.
Flexible, adaptable, and an excellent active listener.
Be a team player with an open and honest manner and be able to build effective relationships.
High level of personal resilience concerning workload and ability to discharge tasks.
Excellent organisational skills, hard-working, results-driven, with a clear focus on outcomes.
As a community-focused employer who values the health and well-being of our employees, Involve Northwest encourages a positive work-life balance and actively supports our staff so they can better support the community.
We offer a range of benefits to fulfil this, including:
· 25 Days Annual Leave plus Bank Holidays
· Birthday Day Off
· Company Pension & Health Cash Plan (eligible after 3 months)
· Extra days of annual leave for service loyalty
Please note this role is subject to a 6-month probation period, 2 satisfactory references, right to work and DBS check.
Involve Northwest is committed to the welfare and safety of all individuals, particularly those who are vulnerable or at risk. We recognise our responsibility to protect the well-being of children, young people, and adults who may come into contact with our charity and its projects. We have a clear Safer Recruitment Policy in place, which is applied to all staff, including third-party individuals and volunteers.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
The Finance Officer will play a key role in maintaining strong financial controls, ensuring data accuracy, and supporting the effective stewardship of resources across the organisation.
Key responsibilities:
Financial Operations
• Act as the first point of contact for finance-related queries, responding or escalating as appropriate
• Contribute to the effective day-to-day financial operations across the Church and associated entities
• Process and accurately record income and expenditure transactions in line with internal processes
• Maintain accurate, complete, and audit-ready financial records
• Support the handling, recording, and secure processing of cash and cheque income in line with established procedures
• Prepare and arrange the banking of funds, ensuring accurate reconciliation to financial records
• Support financial processes across multiple related entities, including appropriate allocation of income and costs
• Process and reconcile inter-entity transactions where required
• Investigate and resolve discrepancies, escalating issues where appropriate
Income, Giving, & Donor Administration
• Administer all income streams, including donations, events, and charitable and commercial activities
• Maintain accurate records of donor giving and ensure appropriate allocation of funds
• Process Gift Aid claims in compliance with relevant regulations and maintain supporting documentation
• Reconcile giving records with bank and system data, investigating and resolving discrepancies
• Support donor communications, including responding to queries and preparing giving statements and related communications
Accounts Payable & Receivable
• Process supplier invoices, staff and volunteer expenses, and other payments in a timely manner
• Ensure all transactions are appropriately authorised and coded in line with financial controls
• Support the preparation and execution of payment runs
• Raise invoices and manage incoming payments, including monitoring outstanding balances and following up where necessary
• Prepare and process payments, including international transactions where required, ensuring accuracy and appropriate authorization.
Financial Controls & Compliance
• Maintain and apply financial controls, including approval processes and expense policies
• Support fraud prevention measures, including verification of payment details and appropriate segregation of duties
• Ensure compliance with charity finance requirements, including Gift Aid and restricted fund management
• Maintain accurate and audit-ready financial records and supporting documentation
• Maintain appropriate controls over cash handling and banking processes
• Support the integrity and accuracy of financial data across systems
Month-End & Reporting Support
• Assist with period-end processes, including reconciliations and preparation of supporting schedules
• Prepare draft financial reports and summaries for review by the Finance Manager
• Provide basic analysis and commentary on financial performance where appropriate
• Monitor bank balances and support cashflow awareness through regular updates and reporting
Systems & Process Improvement
• Use financial and related systems effectively to maintain data accuracy and efficiency
• Identify opportunities to improve processes, systems, and internal controls
• Support the implementation of new systems or process improvements where required
General Support
· Provide administrative and operational support to the Finance Manager as required
· Contribute to the continuous improvement of the finance function
· Undertake other duties appropriate to the role
Christian Faith and Culture
• Will clearly live out, embrace and impart the culture of New Life Church through being Honouring, Courageous, Compassionate and Generous.
• Clearly demonstrate a heart and passion for the church and the city
• Sincere acceptance, understanding and practice of the Christian ethos and purpose of the charity.
• Willingness and ability to communicate their own story of their faith journey
• Positively promote the Christian faith in line with the objectives of New Life Church
The client requests no contact from agencies or media sales.
Executive Director of Finance, Operations & Growth
Keech Hospice
Charity People have partnered with Keech Hospice, a £15million turnover Hospice with sites in Luton and Bedford, in finding their next Executive Director of Finance, Operations and Growth. This is a pivotal moment to join the hospice strengthening their impact and secure their long-term future.
We are seeking an outstanding Executive Director of Finance, Operations & Growth to join our Executive Leadership Team. This is a high-profile, mission-critical role that combines strategic financial leadership with operational excellence and commercial growth. You will play a central role in ensuring the Hospice's future sustainability, driving income diversification, and enabling transformational change that supports the delivery of exceptional care. You will be delivering an ambitious new strategy working closely with an inspiring CEO, collaborative and forward thinking SLT and Board of Trustees. Keech Hospice is in the top 25 of 100 Best Companies to work for.
Salary: circa £90,000 per annum there is a performance related incremental scale offered to all staff.
Contract: Permanent, 37.5 hours
Flexibility: the hospice has a flexible working policy available to all staff including partial home working (initially three days a week and will reduce to two days a week)
Key Duties & Responsibilities
Person Specification
Shortlisted candidates will be asked to respond to three written questions to highlight their experience, approach, and leadership style.
Role will be closing on 24th June, 2026
First stage interview via MSTeams or in person 2nd July, 2026
Second stage in person 7th or 8th July, 2026 followed by an informal chat to "get to know" on 10th or 13th July, 2026
Charity People is a forward-thinking, inclusive organisation that deliberately champions equity, diversity and inclusion. We know charities thrive when inclusion is at the centre of decision-making. We proudly match organisations with talent based on skills and values, not background - because diverse teams deliver stronger results.
A well-established housing provider in the North West is seeking an interim Head of Finance Business Partnering for an inital 6-month period with option of temp to permanent for the right candidate. The organisation has a strong focus on service delivery, financial control, and continuous improvement across its housing operations.
This is a senior, hands-on leadership role combining team management, consolidation of management accounts, and strengthening of business partnering across the organisation. A key focus will also be driving improvements in financial systems and processes, including automation and better use of core finance systems.
Responsibilities:
Requirements:
Please get in touch if this role is of interest and you feel you can add value in the position.
Interim Director of Finance & Operations
Lead strategic finance and operations at a purpose-drive organisation delivering vital care and support to children and families.
We are seeking an experienced and commercially astute Director of Finance & Operations to join our Executive Team on a 12-month fixed term basis. Reporting to the CEO, you will play a critical role in shaping organisational strategy, ensuring financial sustainability, and overseeing key enabling services that support the delivery of outstanding care and impact.
This unique opportunity to step into a pivotal leadership role, providing direction across finance, estates, governance, date and risk, and project management functions.
About the role:
As a member of the Executive Team, you will:
About you:
We are looking for a collaborative and influential leader who:
Apply now to be part of an organisation where your expertise will directly support lives and communities.
We reserve the right to close the advert at any time should we receive sufficient applications, therefore we encourage applicants to apply as soon as possible.
Please note that everyone working for Helen & Douglas House are required to undertake a Disclosure and Barring Service check. Helen & Douglas House is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. We are an equal opportunities employer and value the benefits of a diverse workforce. We positively encourage applications from all areas of the community.
Hospice charity based in Oxford, providing palliative, respite, end-of-life and bereavement care to life-limited children and their families.
The client requests no contact from agencies or media sales.
Our client is a world-renowned, independent policy institute based in London, dedicated to building a sustainably secure, prosperous, and just world through the advancement of international relations. Following a period of rapid growth, the organisation is currently undergoing an exciting phase of transformation—consolidating and simplifying their internal structures, modernising their financial systems, and refining their strategic business model.
Goodman Masson are exclusively partnered with this prestigious institute to recruit for a high-calibre Finance Business Partner to join their dynamic central finance team.
This role would suit an ACA qualified auditor looking to make their first move into industry or someone who has already established themselves as a qualified Finance Business Partner within the not for profit sector.
The Opportunity
Reporting directly to the Finance Director, you will act as a vital strategic partner to the institutes core international research programmes (covering Africa, Asia-Pacific, and the Middle East). This is not a traditional back-office accounting role; you will actively bridge the gap between central finance and research directors, driving a culture of financial accountability and empowering non-financial stakeholders to make data-driven strategic decisions.
Key Responsibilities
Strategic Business Partnering: Build trusted relationships with budget holders and research colleagues, providing commercial acumen, financial insights, and expert analysis to improve financial performance.
Financial Planning & Analysis: Lead the annual budgeting, quarterly forecasting, and management reporting for dedicated programmes.
Project & Grant Oversight: Oversee the financial health of complex research projects, ensuring accurate income recognition, monitoring variances, and ensuring strict compliance with complex funding/grant requirements.
Commercial & Contract Management: Collaborate with the Contract Manager and Research Partnerships team to support project costing, ensure legal/financial terms are optimised, and manage audit processes for centre funding.
Continuous Improvement: Play a key role in change projects to modernise procedures, enhance internal financial controls, and improve the efficiency and value-add of the finance function.
Statutory Support: Assist with the preparation of annual statutory accounts, including necessary disclosures and detailed analysis.
Essential Criteria:
Salary is £60,000 per annum + Excellent Benefits.
Hybrid working with 2 days per week in the London office.
Applications are being reviewed on a rolling basis therefore please apply ASAP to ensure your details are considered.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
A fantastic opportunity has arisen for a Finance and Operations Manager with a human rights charity on a full-time, 12-month FTC (maternity cover) basis. As Finance and Operations Manager, you will lead the charity’s finance and operations functions, ensuring strong financial stewardship, smooth organisational operations, and a supportive, compliant environment for staff and Fellows.
You will work closely with the CEO, Treasurer and Board, bringing the charity’s values into action in a fast-moving organisation responding to global crises.
There is hybrid working in place with this organisation with a minimum of 2 days per week required in their London office.
As Finance and Operations Manager, you will:
- Oversee budgeting, forecasting, cashflow and financial controls
- Lead audits, manage banking relationships and ensure transparent reporting
- Strengthen operational systems, compliance, data protection and digital tools
- Support recruitment, onboarding, HR policies and staff wellbeing
- Manage a small finance/operations team and key external providers
The successful applicant will:
- Have significant demonstrable experience in finance and operations within the charity sector, in a similar role
- Be part qualified (ACA, ACCA, CIMA etc) or equivalent
- Have experience of managing compliance areas such as data protection, cyber security, insurance and risk
- Have a proven track record in budgeting, forecasting, cashflow management, and financial modelling
- Have experience with managing or leading a small team
- Have excellent communication skills, both written and verbal
If this sounds like you and you're keen to hear more, please do get in touch ASAP!
Please note, only successful applicants will be contacted with further information.
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.
Finance Manager
Are you looking for an exciting opportunity to work for an organisation that makes a difference? A rare opportunity has arisen to join a small and vibrant finance team working with the Diocese.
We are looking to recruit a new manager to take the Diocesan board of finance forward with developing systems and reporting and being involved with all sorts of interesting and varied departments.
Position: Finance Manager
Location: Oxford/Hybrid
Hours: 37 hours per week
Salary: £49,748.09 per annum
Contract: Permanent
Closing Date: Tuesday 30 June 2026, at midnight
Interviews: Friday 10 July 2026, at Church House Oxford, Langford Locks, Kidlington, OX5 1GF
The Role
In this role, you will support the Director of Finance in providing a proactive, efficient, and highly effective finance service across the Diocesan board of finance and trust custodian company, as well as supporting the larger finance team who look after the Board of Education.
The role will include taking ownership of the budget and forecast for Board, running the month-end and reporting process and interacting with Heads of Department and key Diocese clergy in helping to run their day-to-day operations. The role will also take the lead in managing the tax and statutory reporting, and appropriate training assistance will be made available as required.
You will play a key role within a Finance department totalling 9 staff. The team have been through a time of change, including the introduction of a system 3 years ago that still requires some input to ensure it is being maximised in usefulness.
About You
We are looking for an experienced and highly motivated Accountant to join the friendly team in the Finance function. You will embrace the challenge that such a varied role brings.
With proven experience in producing timely, high-quality and accurate financial information, your ‘can-do’ approach to work will inspire you to deliver excellent, meaningful financial reports that will have high impact for stakeholders. You will be flexible in your working style, have strong numerical proficiency, confident communication skills, and excellent organisational and monitoring abilities.
In return, there will be many opportunities for you to enhance your skill set, gain new experiences, and develop your career pathway within this important function.
You do not need to be a practising Christian or have a faith to work with us - around 50% of our staff are not practising Christians but are comfortable with the Christian ethos that underpins our work. However, all our staff do have a desire to make a difference.
The successful candidate must have the right to live and work in the United Kingdom.
Only shortlisted candidates will be contacted for interviews. If you do not hear from us, your application has not been successful.
We are particularly keen to receive applications from UK Minority Ethnic / Global Majority heritage and disabled candidates, who are currently underrepresented.
Our client is committed to the safeguarding, care, and nurture of everyone within the church community. They follow and are committed to their Safeguarding Policies and the relevant statutory legislation and guidance, "Working together" to ensure the welfare of children and young people is paramount.
You may have experience in other areas such as Finance Manager, Finance Officer, Finance Deputy Manager, Finance and Operations Manager, Accountant, Charity Accountant, Business Accountant.
Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People. #INDNFP
Your new organisation
A long-established humanitarian and environmental charity is seeking a qualified and proactive Financial Controller to join its small, dedicated finance team.
Your new role
Reporting to the Finance Director, you will play a key role in strengthening financial processes, improving reporting, and supporting senior leadership with timely, accurate management information.
Key responsibilities include:
What you'll need to succeed
You will be a fully qualified accountant and enjoy a hands-on, detail-focused role. You will enjoy working collaboratively and using your initiative to improve systems and processes.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Dignity in Dying and Compassion in Dying are partnering with Robertson Bell to recruit a Head of Finance on a permanent basis.
This is an exciting opportunity to join two sister organisations working at the centre of an important and evolving area of public policy and individual choice. Operating with a shared vision and strong collaborative culture, both organisations are committed to supporting people through high-quality information and support services, advocacy and campaigns.
Reporting to the Deputy CEO, the Head of Finance will play a key role in supporting the organisations’ ongoing work by providing integrity and efficiency across financial processes, systems, controls and reporting. This role offers the opportunity to join a collaborative and values-led organisation with a supportive leadership team, flexible hybrid working and the chance to contribute meaningfully within a small but highly impactful environment.
The role:
The organisations:
Dignity in Dying and Compassion in Dying share the aim of improve dying in the UK by putting people in charge of decisions about the end of their life. Dignity in Dying campaigns to change the law to allow the option of assisted dying for terminally ill, mentally competent adults in the UK. It is a not-for-profit membership organisation. Compassion in Dying is a registered charity which provides information and support to people to be in control of their end-of-life decisions, alongside gathering evidence to improve culture and policy.
Operating within a collaborative and supportive culture, this role offers the opportunity to work alongside committed and passionate colleagues within a flat organisational structure. The successful candidate will join a team that values initiative, accountability and strong working relationships, while offering the autonomy to take ownership of the finance function and contribute to future improvements.
Essential criteria:
If you are a qualified finance professional looking to join a collaborative and mission-led organisation where you can contribute both strategically and operationally, we would love to hear from you. Apply before the 7th June to be considered!
This role is based in London with hybrid working and an expectation of a minimum of two days per week in the office at Oxford Street.
As Data Officer, you will support the Head of Finance and Operations across a range of important day-to-day tasks, with a particular focus on income reconciliation, accounting preparation, the maintenance of our Salesforce CRM database, as well as using the CRM to run reports.
You will take responsibility for keeping Save the Rhino's data clean, accurate, and audit-ready — carrying out regular imports, cleaning routines, and backups, and producing reports that help colleagues across fundraising and communications to do their jobs effectively.
Alongside this, you will contribute to key financial processes including Gift Aid claims, VAT returns, and monthly management accounts, developing a solid grounding in charity finance. For the right person, this combination of data and financial responsibilities offers an unusually broad grounding - ideal for someone early in their career who wants to develop skills across both disciplines rather than specialise immediately.
You will be methodical and detail-oriented, comfortable working with data and spreadsheets, and confident following established and documented procedures while flagging issues when you spot them. You will be a collaborative team player, supporting colleagues across the organisation and keen to learn and grow within a small, committed team.
This is a new role for Save the Rhino, and it is one that might appeal to individuals with different experience and backgrounds. We are open to this role being full time (35 hours per week) or part time (28 hours per week). The hours agreed will reflect the experience of the successful applicant — a more experienced candidate may be able to deliver the full scope of the role in fewer hours.
For more information and to apply, download the application pack.
The client requests no contact from agencies or media sales.
Hours: 37.5 per week
Salary: £57,000 per annum
Contract: Permanent
Location: Our office, Unity Business Centre, 26 Roundhay Road, Leeds LS7 1AB
Deadline for applications: Monday 15th June, 12 Noon
Job Interview Date: Monday 29th June
The Director of Finance, Corporate Services & Income is a senior leadership role responsible for ensuring Advonet is financially sustainable, well-run and resilient. The role provides strategic financial leadership, oversight of corporate services, and a significant focus on income generation and diversification.
This role plays a critical part in strengthening Advonet’s long-term viability by improving financial decision‑making, embedding a culture of income awareness and diversification, and enabling managers and teams to contribute confidently to business development activity.
Apply now
To find out more about this vacancy, please download our Recruitment Pack from our website. It has information on what the role involves, including key responsibilities and a person specification. There is also more about what working for Advonet is like, as well as information on our values and the benefits on offer.
To apply for this job we require a cover letter (max 500 words) and a CV diversity monitoring form. You can find more details about this in the Recruitment Pack.
For any questions about the role, please contact our office and ask to speak to Angela Ellis CEO.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
ROOTED FINANCE
Rooted Finance is a pioneering specialist debt and financial inclusion Charity based in London. We’re committed to making money and debt advice accessible, for everyone.
The people we work with come from all walks of life and so do we.
We employ advisers from all backgrounds, not just because it’s the right thing to do, but because we are the communities we serve. We provide quality debt and money advice services to help clients manage their finances and debts, protect their essential services; and safeguard their income and priority needs. Our services have never been more needed in an uncertain financial environment.
Rooted Finance is expanding its team and is looking for a full-time Money Guidance Officer. This is an exciting opportunity to join a dynamic and supportive team at a pivotal moment in our growth.
We are looking for someone who enjoys providing a first-class client satisfaction and support service. You will work closely with our Advice team to ensure clients are accessing support through engagement activities and that they are able to progress their debt advice journey smoothly.
You will be the interface for advisers to ensure documentation and tasks are completed in a timely manner or the clients you are supporting. The post-holder will need to be comfortable interacting with a variety of audiences – advisers, clients and partner organisations, and enjoy supporting people to progress through their advice journey.
You will have strong administrative, research and data skills, excellent communication and critical-thinking skills, and should be flexible and capable of working independently and as part of a team.
The post holder will be part of a small team and need to be a proven self-starter. The team language is English, and Rooted Finance is an Equal Opportunities employer.
JOB DESCRIPTION
Job : Title Money Guidance Officer
Salary: £28,000
Hours: 35 Hours per week
Benefits: 25 days annual leave plus bank holidays Day of leave on your birthday Additional day of leave for each year of service up to 35 days 3% Pension contribution stakeholder pension £200 home-office equipment allowance Costco membership. Employee Assistance Programme Hybrid and flexible working arrangements available and agreed according to business needs
Contract: Permanent/Fixed Term (subject to funding)
Location: Rooted Finance delivers primarily an in-person service, postholder will be required to attend outreach locations/RF office. Hybrid arrangement with remote working will be incorporated where possible based on business demands.
Purpose of the Job
Rooted Finance provides client focused and impact driven services. The ability to provide first class advisory and casework services that impact individuals, and the communities they live in, is fundamental to the way in which Rooted Finance provides transparent and evidence-based services.
RF is looking for a proven self-starter to support our advice services and preventative initiatives. You’ll be passionate about working with people and committed to delivering a high-quality community engagement and support program. You’ll be adept at delivering comprehensive support to individuals within diverse community settings.
You will be confident in working with community members to grow and develop projects to reach isolated individuals. Working flexibly across dates (including occasional weekend working), times and locations, responding to project and community needs as required.
The successful candidate will have excellent interpersonal skills and be able to work flexibly with clients. You will be meticulous in your work, especially when supporting clients and maintaining case records for continuity of ongoing support. You will be trained and expected to keep up to date with regards to legislation, case law and policy changes relating to debt and a working knowledge of welfare benefits as directed by Line Manager.
Training and development
Rooted Finance will provide internal and external training as appropriate. Continued professional development is fundamental to the values of Rooted Finance in building capacity amongst its team members.
Reporting
The post holder will report directly to the Advice Manager of Rooted Finance
Role Requirements
This role aims to address the additional barriers and needs faced by overindebted individual, ensuring they are supported in navigating these challenges and can focus on the debt advice process effectively. As a Money Engagement Officer you will work across our various community partners, delivering money mentoring support and income maximisation services to local communities with the aim of promoting financial resilience and wellbeing. You will also provide assist in collecting essential documents and information for advisers to progress their cases. You will maintain accurate client and project records and contribute/support Manager(s) with effective project monitoring and reporting. You will capture learning to share with project stakeholders to help inform Rooted Finance’s wider approach to financial inclusion services.
Key functions and impact of the role will include;
Outreach and Engagement: Actively engage overindebted individual through various outreach initiatives such as community events, workshops, and partnerships with local organisations to raise awareness about debt advice to encourage individuals to seek help early and facilitate this through practical 121 support.
Support and guidance: Provide ongoing support needs to keep people with money worries engaged in the debt advice journey. Often people struggling with money worries have additional barriers and needs, this role focuses on the 'support function' which will be available to help people navigate barriers so they can focus on the specialist debt advice needed and offered through Rooted Finance and other support services.
Referral and Collaboration: foster a cohesive relationship to build partnerships and to collaborate with debt advice services, community organisations, and other stakeholders to facilitate referrals and ensure a seamless transition into debt advice services. Maintain strong partnerships with service providers to enhance accessibility and support for individuals in need.
Empowerment and Education: Equip our services users by providing ‘digestible’ financial education, coaching, and advocacy to help them make informed decisions, improve their financial literacy, and build long-term financial resilience. Data Collection and Reporting: maintain accurate records of all outcomes, advocacy and support provided to all individuals, diligently record outcomes to track the effectiveness of the triage process and measure the impact of the engagement efforts on increasing access to debt advice and other services.
Duties & Responsibilities: The main duties will include
1. Work closely with RF advice team in identifying client’ needs to work together to implement a holistic approach to supporting individuals.
2. Manage a joint caseload with debt advisers to ensure successful engagement in the debt advice journey, monitor progress and maintain diligent records across all systems
3. Working closely with advisers to support their more vulnerable clients
4. Delivering both 121 and group sessions to build individuals’ financial knowledge and resilience.
5. Increasing the visibility and awareness of the advice services through external events and roadshows
6. Develop and maintain good working relationships with clients to facilitate engagement in debt advice journey by explaining and outlining what debt advice offers, support to engage in attending debt advice appointment, follow up with obtaining required documents, make effective referrals for additional services and provide on-going support.
7. Draw up a personalised plan supporting clients to access and engage with the extensive range of support available in the community. Actively connect clients with a wide variety of services through signposting for additional help around health, wellbeing, housing, welfare, immigration, social support and financial advice.
8. Identify aftercare support to help individuals increase their ability around ongoing financial capability and literacy skills and to reduce further and future financial exclusions
9. Working with, and recruiting clients to, our Lived Experience Steering Committee
10. Provide one to one/group sessions to encourage and increase engagement in the debt advice service
11. Develop marketing and creative initiatives to promote and engage with service users to increase uptake in debt advice service and increase full journey completion.
12. Ensure all project monitoring requirements are adhered to and all learning (including risks and opportunities) is captured and recorded in a timely manner.
13. Perform consistent impact measurements on project components, including undertaking financial wellbeing checks before, during and after, beneficiary engagement with RF service in a non-intrusive manner
14. Actively participate in team meetings and work with colleagues and beneficiaries to further develop the project
15. Maintain effective communication between colleagues, stakeholders and beneficiaries at all times.
16. Undertake recommended and self-identified ongoing training and development to ensure gaps in knowledge/skills are acquired to meet requirement of the role and quality assurance processes in timely manner as directed by Supervisor/LM.
17. Work to an agreed work-plan, meeting targets on time and all required KPI
18. Work collaboratively to share good practice in performance and quality improvement with fellow advisers/wider team.
19. Ensure that all services comply with equal opportunities and other relevant policies and quality standards and good practice as outlined in organisational policies.
20. Ensure all work is fully compliant with Rooted Finance policies and procedures and Quality Standard
21. Ensure data protections regulations are adhered to and office procedures followed
22. Abide by all Health & Safety at Work Act procedures
23. Adhere to policy and procedures around safeguarding vulnerable adults at risk
24. Demonstrable understanding and application of the provisions of GDPR
25. Behave in a professional manner at all times
26. Act as an ambassador for Rooted Finance, reflecting the objectives and values, and to always work in the best interests of the charity.
Other 1. Undertake additional tasks as defined by Advice Manager of RF and senior management team.
PERSON SPECIFICATIONS
Qualification
Desirable: Educated to a degree standard or equivalent.
Essential: Relevant professional qualification (i.e.CMA Connect Money Mentor training)/ or equivalent gained through experience Evidence of continued professional development
Skills
Desirable: Excellent understanding of the principles and current best practice in debt, financial capability and financial inclusion.
Essential: Knowledge and understanding of the welfare benefit system and experience of advising customers on benefits.Understanding and commitments to the aims, principles, values and quality standards of Rooted Finance services. Awareness of, and ability to, understand and empathise with clients from a diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. Ability to use sensitive listening and questioning skills to get to the root of the issues and empower clients Ability to remain non-judgmental and apply active listening Ability to provide outstanding customer service Good communications skills – including written and personal presentation skills. Ability to give and receive feedback objectively and sensitively, and work as part of a team and be open to learning from others. Ability to manage own time and meet deadlines.High standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information Knowledge and experience of using case management systems to maintain accurate records Working in a small team and autonomously, experience of working in client facing role. A commitment to continuous professional development, including a willingness to develop knowledge and skills in advice topics
Experience
Desirable: Experience of supporting and guiding junior team members (volunteer/trainee team members)
Essential: Experience of working directly in a community setting such as adult health and social care, learning support or information and advice settings Experience of gathering, providing and disseminating complex and sensitive information Experience of liaising with partner agencies; Excellent communication, negotiation and organisational skills; Commitment to working flexibly across all RF services, including evenings and weekends (TOIL applied)
OTHER:
This role will be subject to an enhanced DBS check Rooted Finance is registered with the Information Commissioner's Office and will process your personal data in accordance with the General Data Protection Regulation and Data Protection Act 2018. Please refer to our online Privacy Policy for more information on how your personal data will be processed and stored. This job description and personal specification does not form part of any contract.
The client requests no contact from agencies or media sales.
At United for Global Mental Health, we are working towards a world where mental health support is accessible to everyone, everywhere – free from stigma and without restriction.
We are a small but highly influential organisation of around 20 passionate, diverse and expert individuals, and have a culture of creating the space and opportunities for them to lead their areas of expertise. Our strength lies in collaboration, internally and externally, and in our ability to turn insight into action. Kindness is our unofficial ethos.
The CEO is responsible for the overall leadership, management and performance of UnitedGMH. Reporting to the boards of UnitedGMH and the American Friends of United for Global Mental Health (AFUGMH), the CEO will set strategic direction, oversee delivery, and act as the organisation’s primary ambassador.
Key responsibilities include:
Strategic Leadership
Governance & Board Relationship
Organisational Leadership
External Engagement & Influence
Finance & Organisational Planning
Fundraising & External Income Generation
Risk, Compliance & Accountability
Our Dream CEO
As a team, we came together to discuss what qualities we are hoping for in a new CEO and leader. We’d love applications from candidates who see themselves in the team’s descriptions below.
Our dream CEO…
shows kindness towards all partners regardless of seniority, institution or country.
continues to uphold and protect the organisational transparency the team values.
is a heart- and mind-led fundraiser – treating donors like people and not merely a source of income.
provides space for team members to lead in their areas, but also supports / acts as a sounding board when needed.
knows how to strategically place mental health in uncommon spaces.
is happy to be approached by, and communicate with, team members from all seniority levels across the team.
is someone who understands what it is to manage a remote organisation, and is interested in making UnitedGMH the best workplace it can be.
is someone who can think a few steps ahead, identify trends, and interpret these for what this means for the organisation.
has a solid understanding of, and proven experience in, managing the ´backbone´ functions of an organisation (budgeting, risk management, governance etc).
has an understanding of UN systems, global health and international development.
appreciates and champions the value that lived experience and people from the global majority bring to the mental health advocacy space.
Please download and review the Job Pack for full details of the role.
Unfortunately, we are not able to recruit team members in the following countries/regions: Afghanistan, Belarus, Central African Republic, Cuba, Democratic Republic of the Congo, Iran, Iraq, Libya, Myanmar (Burma), North Korea, Russia, Somalia, South Sudan, Sudan, Syria, Ukraine (specifically the occupied regions of Crimea, Donetsk, Kherson, Luhansk, and Zaporizhzhya), Venezuela, Yemen, and Zimbabwe.
For non-UK candidates: Please note that you would be hired via Deel as an Employer of Record.
How to apply:
To apply, please submit your cover letter, outlining how you meet the responsibilities and candidate profile, and a CV, via the Charity Job site. Please note, we can only accept applications via Charity Job.
Interviews:
Interviews will take place remotely. There will be 2 interview rounds, and candidates shortlisted for the second interview will be invited to meet members of our wider team.
The client requests no contact from agencies or media sales.