Finance business partner jobs

1. Background

Osman Consulting Ltd supports the design, coordination, and implementation of humanitarian and development programmes across multiple regions, with a primary focus on Asia, the Middle East, Africa, Europe, and Latin America

The organisation delivers a diverse portfolio of interventions spanning emergency response, seasonal, education (including back-to-school initiatives), food security and livelihoods (including zero hunger programming), and other humanitarian priorities. Osman Consulting works through a partnership-based approach, collaborating closely with local implementing partners to ensure contextually appropriate, responsive, and sustainable programme delivery.

2. Purpose of the Role

The Senior Finance Officer leads financial control, budgeting, expenditure monitoring, and financial reporting for Osman Consulting's project support role. The post ensures that financial information is accurate, timely, well documented, and compliant with contractual and internal requirements.

3.Terms of Reference

• Duty Station: Solihull, B90 4BG, United Kingdom (Hybrid)
• Reporting to: Finance Manager
• Line Management: Provides technical guidance and oversight to field partners and may support the supervision of interns
• Contract Type: Fixed-term maternity cover contract (12 months), subject to organisational requirements
• Full time/Part time: Full Time

4. Scope of Work and Key Responsibilities

     Budget management and control

• Maintain project budgets, budget lines, forecasts, and expenditure tracking tools for management use.
• Monitor expenditure against approved allocations and identify variances, burn-rate concerns, or unsupported cost movements requiring management action.
• Support financial planning and provide management with clear financial visibility for decision-making.

     Financial Documentation and reporting

• Review financial records, supporting documents, reconciliations, and payment-related files to ensure accuracy and completeness.
• Prepare periodic financial reports, summaries, and management updates in the required format and within agreed deadlines.
• Coordinate with the Sudan Finance Officer to obtain complete and accurate field finance information and supporting documentation.

     Internal Control and Compliance

• Ensure that payment controls, authorisation workflows, segregation of duties, document retention, and audit trail requirements are followed.
• Support audit preparation and respond to internal or external financial review queries as assigned.
• Flag any suspected non-compliance, fraud risk, or weak supporting documentation immediately through the appropriate escalation channel.

5. Qualifications and Experience

• Bachelor’s degree or Diploma in Accounting, Finance, Business Administration, or related field 
• At least 5 years of relevant project finance, donor compliance, experience, or NGO financial management.
• Good understanding of financial control and audit-readiness requirements.
• Strong organizational, attention to details and communication skills.
• Full professional proficiency in English.
• Strong organizational and coordination skills; attention to detail and ability to manage multiple priorities.
• Excellent communication and interpersonal skills; ability to liaise with diverse stakeholders.

6. Core Competencies

• Financial discipline and accuracy
• Confidential handling of information
• Analytical thinking.
• Service orientation and teamwork

7. Compliance, Safeguarding and Ethics

The post holder is expected to uphold Osman Consulting Ltd policies, donor requirements, humanitarian principles, and all applicable national and international regulations.

The role requires full compliance with safeguarding standards, including Prevention of Sexual Exploitation, Abuse and Harassment (PSEAH), child safeguarding, confidentiality, and data protection requirements.

The post holder must promote accountability, inclusion, and non-discrimination in all aspects of their work, ensuring respectful engagement with all stakeholders.

Any concerns relating to fraud, corruption, conflicts of interest, safeguarding incidents, or security risks must be reported promptly through the appropriate channels.

Hours:  Full time, 35 hours per week. Standard working hours are Monday – Friday, 9am – 5pm 

Location: Somerset House, London, although flexible and hybrid working are encouraged

Application Deadline: 12 July 2026 

Please note: 

• We may close the advert sooner if we receive a high volume of applications)
• All finance roles within the charity require a DBS check (basic)

Blue Marine's Mission

The Blue Marine Foundation seeks to protect and restore life in the ocean. Our mission is to see at least 30 per cent of the ocean protected by 2030 and the whole ocean sustainably managed. We support low-impact fishing and equitable use of the ocean and address overfishing – one of the world’s biggest environmental challenges. 
 
We are a dynamic NGO at the heart of cutting-edge marine conservation with headquarters in London but operating globally. This is an incredible chance to join our highly impactful charity; we look forward to hearing from you.

The Role

This role heads the Project Finance team and ensures it continues to support Blue Marine effectively as the organisation grows in scale and complexity. It also oversees the full financial journey of Blue Marine’s project partners, from due diligence and legal agreements through to strong financial oversight and accurate reporting. A key part of the role is building the financial and operational capacity of partners, helping partners scale their conservation impact through improved financial management and operational effectiveness.  

Reporting to the Director of Finance, Operations and Governance, the successful candidate will: 

• Oversee and develop the Project Finance team, setting clear priorities, high standards and effective ways of working.
• Drive the strategic direction of the Project Finance function as Blue Marine’s portfolio grows in scale and complexity.
• Maintain high-level oversight of project budgets, delivery partners, donor requirements, financial risks and reporting obligations across the portfolio.
• Oversee the end-to-end financial journey of project partners, from due diligence and legal agreements through to ensuring timely and accurate reporting is received.
• Ensure high-quality, timely project reporting, budget monitoring, audit evidence and donor compliance, with fit-for-purpose processes followed consistently.
• Provide insight, challenge and analysis to support strategic decisions and funding proposals.
• Lead Blue Marine’s work to build the operational capacity of international project partners, including through some international travel.
• Champion practical improvements to systems and ways of working, building on an existing culture of continuous improvement.
• Provide hands-on support during peak reporting periods while maintaining senior oversight.
• Represent Finance with credibility and integrity across Blue Marine and with external partners and funders.
• Deputise for the Director of Finance, Operations and Governance where appropriate.
• Contribute to wider organisational priorities as a member of the senior management team.
• Uphold Blue Marine’s values and always embody this behaviour internally and externally.

This list is not exhaustive, and the selected candidate will be required to undertake other relevant tasks from time to time.

Skills and experience required

Essential 

• Significant senior experience in project finance, programme finance or commercial finance, with responsibility for complex budgets, reporting and risk.
• Strong track record of overseeing large and complex portfolios, including financial reporting, audit evidence, and contractual or donor compliance requirements and risk management.
• Experience of improving finance systems, reporting tools or organisational processes during a period of growth or change.
• Strong understanding of financial controls, policies and processes, with the ability to apply sound judgement in a practical and proportionate way.
• Experience of working with external partners to improve financial processes, reporting and operational effectiveness.
• Experience of leading and developing high-performing teams, with the ability to set clear priorities and improve ways of working.
• Confident communicator with the ability to build credibility and constructive relationships with colleagues, funders and external partners.
• Highly organised, with the ability to manage competing deadlines and maintain accuracy and attention to detail in a fast-moving environment.

Desired 

• Qualified accountant, or equivalent senior-level financial experience.
• Experience of working with Microsoft-based systems, including Power Platform tools such as Power BI.
• Experience of bringing structure, clarity and strong financial discipline to complex or evolving organisations.
• Experience of working with international partners across different legal, operational or cultural contexts.
• An understanding of, or interest in, the environmental, conservation or charitable sector.

You may also...

Have the following personal qualities: 

• Calm, practical and solutions-focused
• Collaborative, supportive and confident working across teams
• Ability to combine strategic thinking with a willingness to get into the detail when needed
• Good judgement, integrity and discretion
• Passion for, and commitment to, the ocean or another environmental cause

Why us?

This is a great opportunity for you to join our inspirational team and be part of making a difference! 

We offer a great salary in addition to a generous benefits package.  

We embrace agile working and trust our employees to work in a hybrid manner that gives them the flexibility to work from home or at the office according to their work commitments. We also recognise our head office is in London and currently offer an optional annual subsidy, which is available to employees committed to attending the office regularly on a weekly basis. 
 
Working alongside some of the most leading and pioneering minds in marine conservation, our training opportunities and collegiate nature means you will always be learning and supported with your development.  
 
Your wellbeing is important to us, and we hold social events throughout the year. We have a great culture and are committed to an inclusive environment where everyone feels they can contribute.  
 
If you think you have what it takes and the experience to make it happen, then please apply, we would love you to be part of Blue Marine! 

Please note 
We reserve the right to close job adverts early if we receive sufficient applications for the role. If you would like to know more or have any questions, we are happy to help. 
 
We are a responsible and inclusive employer. We value diversity and are committed to equality and creating an inclusive culture. We welcome applications from all sections of the community and will support you to reach your full potential. 
 
We want you to perform at your best at every stage in the recruitment process. If you are disabled or need any support to enable you to apply or attend an interview, please contact us.

Head of FP&A | Permanent | £63,000 - £67,000 | London | Hybrid

For a well-known charity in central London, we're recruiting a permanent FP&A Lead to join a high-performing finance team. This role will design and deliver accurate and timely financial information, supporting the decision-making process for stakeholders. The role will manage a Finance Business Partner and Systems Analyst and will lead on ensuring the financial systems and processes and fit for purpose, whilst collaborating across the organisation to build financial capacity. Finally, the FP&A Lead will integrate financial planning and drive improvements to enhance decision-making and long-term sustainability.

Main Duties:

• Lead annual budgeting and reforecasting - working with department to set KPIs and provide decision-making analysis
• Build the framework for collecting and communicating the organisational budget and forecast
• Develop and deliver regular financial MI to stakeholders
• Develop first-class financial analysis across income and expenditure, project and fund accounting, and cashflow
• Champion continual improvement in financial management across the organisation
• Lead the production of key financial reporting and analysis
• Lead engagement with all stakeholders, needing FP&A meets needs and good practice
• Manage restricted fund accounting, ensuring financial reporting enables robust grant applications and reporting
• Collaborate with senior leadership to provide insight, planning and analysis for major programmes
• Partner with the Head of Finance to review existing and new finance software to meet strategic planning needs
• Maintain workflows, chart-of-accounts, polices and procedures
• Lead and manage a team of 2
• Partner with senior budget holders to enable planning and budget decisions, and produce robust financial reports to inform decision-making

Person Specification:

• Qualified CCAB or substantial experience
• Experience leading a budget and reforecast process
• Experience developing financial reporting systems and MI
• Experience using tech to deliver financial planning and analysis
• Line management and supporting teams
• Experience evaluating and adapting financial systems to meeting organisational and technological demands
• Ideally experience of Charity SORP, fund and project accounting (restricted funding)
• Experience using AI tools to enhance forecasting, reporting and decision-making
• X-Ledger and Power BI experience

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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

• Strategic Financial Leadership: Shape and deliver the organisation's financial strategy, providing insightful analysis and robust planning to ensure long-term sustainability, effective risk management, and strong financial governance.
• Finance Function Excellence: Lead a high-performing finance function, ensuring accurate, timely reporting, strong financial controls, and continuous improvement in systems, processes, and business partnering across the organisation.
• Growth & Commercial Strategy: Lead and support the development and performance of trading and commercial income streams, including working with our excellent Ass. Director of Trading and Commercial , identifying new opportunities and forging strategic partnerships to diversify income.
• Operations, Estates & Sustainability: Provide strategic oversight of procurement, estates, facilities, and sustainability, ensuring efficient, compliant, and forward-thinking operations aligned to net zero and environmental goals.
• Transformation & Major Projects: Lead and sponsor strategic initiatives and capital programmes, developing robust business cases and ensuring effective delivery, governance, and realisation of benefits.
• Executive Leadership & Governance: Act as a key member of the Executive Team, building strong relationships with the Board and Audit and Risk committee, fostering a culture of accountability, collaboration, and high performance.
• Organisational Stewardship: Ensure effective use of resources, robust risk management, and strong organisational performance, while acting as an ambassador for Keech Hospice and upholding its values at all times.

Person Specification

• Senior Leadership Experience: Proven track record in a Board or Executive-level finance leadership role, ideally within a complex, multi-faceted organisation.
• Sector specific: Senior financial and operational leadership experience within a charity or not-for-profit sector; Or strong desire to be working in a mission driven organisation
• Charity SORP: Strong understanding of Charity Commission requirements and SORP.
• Strategic & Commercial Acumen: Demonstrable success in financial strategy, commercial income generation, and driving sustainable organisational growth.
• Financial Expertise: Professionally qualified (e.g. ACA, ACCA, CIMA) with deep knowledge of financial governance, planning, reporting, and risk management.
• Operational Leadership: Experience overseeing operations, estates, procurement, or infrastructure, with a focus on efficiency, compliance, and continuous improvement.
• Change & Transformation Capability: Strong experience leading large-scale transformation programmes and delivering measurable organisational impact.
• Values-Driven Leader: A collaborative and inspiring leader who models integrity, builds high-performing teams, and is committed to the values and mission of hospice care.

Shortlisted candidates will be asked to respond to three written questions to highlight their experience, approach, and leadership style.

Role will be closing on 24^th June, 2026

First stage interview via MSTeams or in person 2^nd July, 2026

Second stage in person 7^th or 8^th July, 2026 followed by an informal chat to "get to know" on 10^th or 13^th 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.

Senior Finance Officer (Cash)

(HEO)

£36,000 - £39,494 (National)

plus an Accountancy Allowance of £5,000 pa (Fully Qualified) or £2,500 (Part Qualified)

The Government Property Agency is the largest property holder in government, with more than £2.1 billion in property assets and over 50% of the government’s office estate. We are transforming the way the Civil Service works by creating great places to work, leading the largest commercial office programme in the UK, working towards halving carbon emissions from government offices, and achieving greater value for taxpayers.  We are looking for innovative, solutions-focused people to join our team.

Representing the best covenant in the UK – His Majesty’s Government – we are leading ground-breaking programmes such as the Government Hubs Programme, Whitehall Campus Programme and Net Zero Programme, as well as delivering modern and cost-effective real estate service solutions. 

Innovation and progress are at the heart of our behaviours.  We foster a culture of lifelong learning, where curiosity and self-improvement are encouraged, and we’re dedicated to becoming a leading, inclusive employer both in the external market and throughout the Civil Service.  Our strong emphasis on Equity, Diversity, and Inclusion (EDI) is not just about driving inclusion across our organisation, it is also about ensuring our services meet the needs of government departments and the civil servants who use our spaces. 

Join our dynamic and diverse team that leads with purpose, improving sustainability, nurturing social value, driving inclusivity and flexibility, and kickstarting economic growth.  We are driven by purpose, and you can be part of it too: where you make a meaningful impact; where you influence; where your voice really matters; where you help to shape our future direction.

The responsibilities of the Senior Finance Officer (Cash) will include:

• Preparing cash flow forecasts to support cash management, and support the payment run process
• Providing cash flow reports to the Cabinet Office to support the monthly group submission to HM Treasury
• Working with the Cabinet Office Treasury team in relation to funding requests
• Supporting the payroll and staff costs recording, ad-hoc recharging and purchase to pay processes
• Supporting continuous process efficiencies and improvements across the function, delivering maximum value for the GPA and ensuring robust controls are in place
• Preparing and processing journals
• Acting as contact for external and internal auditors of cash and associated controls
• Building relationships with key staff across Finance and the business in order to maintain effectiveness.
• Working with stakeholders, especially the Property Partner, to ensure key information is provided to aid robust forecasting

Key Skills & Experience 

• Good experience of accounts payable, receivable and cash management
• Strong attention to detail and ability to analyse and interpret significant amounts of financial data
• Ability to develop productive relationships and effective networks with stakeholders across government organisations
• Good experience of systems and reporting, ideally Oracle
• Good Microsoft Office skills

For more information, please apply using the link, or contact Emma Fuller at our retained search agent, Robertson Bell.

The GPA is committed to representing the communities we serve by making Diversity, Equality and Inclusion part of everything we do. To ensure that we are always recruiting and retaining a diverse mix of talent, we are particularly inviting applications from candidates who are disabled, ethnically or gender diverse, and people who identify as being part of the LGBTQ+ community. 

About Us

Health Exchange (HEx) charity and its trading subsidiary Living Well Taking Control (LWTC) are purpose-driven organisations committed to improving health, wellbeing and reducing health inequalities through prevention, behaviour change and community-based support.

Together, we deliver innovative health improvement, social prescribing and lifestyle intervention services that support tens of thousands of people each year. Working alongside the NHS, local authorities, Primary Care Networks, community organisations and national and international partners, we are helping to shape the future of prevention and population health.

With a combined annual income of approximately £7.5 million and a team of nearly 50 permanent staff, we are entering an exciting phase of transformation and sustainable growth.

As we continue to evolve, we are seeking an experienced and forward-thinking Head of Finance to provide strategic financial leadership across both organisations.

Job Purpose

The Head of Finance will lead and develop the finance function across Health Exchange and Living Well Taking Control, ensuring robust financial management, effective governance and long-term financial sustainability.

As a member of the Senior Management Team, the postholder will work closely with the Chief Executive, Director of Operations, Head of Growth, Service leads and Trustees to provide financial insight, planning and analysis that supports strategic decision-making, organisational development and future sustainability.

This role combines leadership with operational oversight and offers an opportunity to play a central role in shaping the future direction of two ambitious organisations committed to improving health outcomes and reducing inequalities.

Key Responsibilities

I. Strategic Financial Leadership

Lead the development of medium and long-term financial plans that align with organisational priorities and strategic objectives, providing high-quality financial advice and insight to the Chief Executive, Senior Management Team, Board of Trustees and relevant committees. Support strategic decision-making through robust financial analysis, forecasting and scenario planning, identifying financial risks and opportunities and making recommendations to strengthen organisational sustainability. Contribute proactively to organisational transformation, continuous improvement and the successful delivery of strategic initiatives across Health Exchange and Living Well Taking Control.

II. Financial Management and Reporting

Lead all aspects of financial management across Health Exchange and Living Well Taking Control, ensuring the production of timely and accurate management accounts, financial reports and performance analysis. Work collaboratively with budget holders and senior managers to develop and manage annual budgets and reforecasts, while monitoring financial performance, cash flow and reserves to ensure robust financial controls are maintained. Oversee payroll, pensions and financial administration, and lead procurement activity and value-for-money initiatives that support the effective and efficient use of organisational resources.

III. Business Partnering and Strategic Support

Work closely with the Chief Executive, Director of Operations and Head of Growth to assess the financial viability of new opportunities, partnerships and service developments, providing robust costing, pricing and financial modelling to support bids, tenders and contract negotiations. Support the mobilisation, delivery and performance monitoring of contracts through high-quality financial reporting and analysis, while developing business cases and investment appraisals to inform strategic decision-making. Ensure effective financial governance, transparency and appropriate financial arrangements across Health Exchange and Living Well Taking Control, supporting the efficient operation of both organisations.

IV. Governance, Audit and Compliance

Ensure compliance with all statutory and regulatory requirements, lead the preparation of annual accounts and external audits, and act as the main point of contact for auditors and professional advisers. Maintain effective financial controls, policies and governance arrangements, oversee organisational risk and asset registers, and support the Board of Trustees and Audit & Risk Committee in fulfilling their responsibilities.

V. Systems and Continuous Improvement

Lead the development and continuous improvement of financial systems, processes and reporting tools, maximising the use of technology to enhance efficiency, accuracy and management information. Lead, motivate and develop the finance team, fostering a high-performing and supportive culture, while contributing positively to the Senior Management Team and promoting organisational values of collaboration, integrity, accountability and inclusion. Support organisational change and continuous improvement initiatives that strengthen performance and effectiveness across both organisations.

Financial Controller

£60,000 - £65,000 | Permanent | 4 day working week (Full Time) | London Hybrid

Take ownership of financial control, statutory reporting, and technical accounting while helping shape the future of CIPFA's finance function whilst they are undergoing transformation!

CIPFA is exclusively partnering with Robertson Bell in their search for a Financial Controller to join their finance team in a newly created role. This is an exciting opportunity to take ownership of financial control, statutory reporting, treasury, tax and compliance, while helping drive the ongoing development of a modern, high-performing finance function.

As the professional body for people in public finance, CIPFA is committed to supporting better public services through excellence in financial management and governance. This role will play a key part in ensuring the organisation continues to operate with strong financial stewardship while supporting future growth and organisational priorities.

Why this Financial Controller role stands out:

• A genuine four-day working week – work Monday to Thursday, enjoy Fridays off, and take the full salary home (it is not pro rata!).
• Newly created position with the opportunity to shape the role and influence the future direction of the finance function.
• Strategic exposure – partner with senior leaders on commercial opportunities, international activity, and organisational initiatives.
• Drive improvement and transformation across systems, controls, reporting, and finance processes.
• Clear progression potential – gain exposure well beyond traditional financial control responsibilities, with the potential to develop into a broader finance leadership role over time.

What you'll do – and what you'll gain:

• Play a leading role in statutory reporting, year-end processes, audits, treasury management, and tax compliance.
• Act as the organisation's technical accounting expert, ensuring compliance with charity accounting standards and evolving regulations.
• Support strategic projects by providing insight into financial, tax, treasury, and compliance implications.
• Identify opportunities to strengthen controls, improve reporting, and maximise the value of finance systems.
• Contribute to the ongoing development of a modern, high-performing finance function.

What you'll need:

• Experience preparing charity statutory accounts and managing year-end audits, either in industry or practice.
• Strong knowledge of charity accounting, VAT and SORP FRS102.
• A proactive approach to process improvement and problem-solving.
• Excellent stakeholder management skills and the confidence to challenge constructively.
• A recognised accounting qualification is desirable, although exceptional relevant experience will also be considered.

Location & Working Pattern:

The organisation operates a 32-hour full-time working week, with employees typically working 9:00am - 5:30pm Monday to Thursday (including a 30-minute lunch break) and enjoying Fridays off.

Hybrid working is in place, with 1-2 days per week in the London office.

Ready to make your mark?

This is an excellent opportunity to join an organisation investing in its finance function and creating an environment where technical expertise, innovation, and continuous improvement are genuinely valued.

The deadline for applications is on Sunday 5^th July, but CVs are being reviewed on a rolling basis, so early applications are encouraged to ensure you don’t miss out!

Room to Heal is a human rights charity and therapeutic community based in London. We support people who have survived torture and organised violence to rebuild their lives in exile, through an integrated programme of therapeutic and casework assistance. We offer a range of activities including: therapeutic support groups, gardening, individual therapy and casework, cooking and social gatherings, and therapeutic retreats.

We are looking for a Co-Director who will:

• ensure the overall financial sustainability of the charity through fundraising and financial strategy and management;
• work with the Co-Director, Chair and Board to ensure appropriate governance and legal compliance;
• continue to raise the profile of RtH and its work, establishing relationships with a wide range of stakeholders including public, private and voluntary partners;
• develop and implement strategic priorities, goals and objectives to achieve Room to Heal’s (RtH) vision

Do you love working with numbers? Are you passionate about accuracy and details? Would you like to use your skills to make a global impact? Join BMS World Mission as our Expenditure Accounts Assistant.

We are looking for a part-time Expenditure Accounts Assistant to join our small, fast-paced finance team in providing the organisation with excellent financial services. In this role, you will assist in the maintenance of the purchase ledger to process purchase transactions into our accounting system and assist with the monthly bank reconciliations.           

About you: The successful candidate will be a flexible team player with excellent numeracy and organisational skills and superb attention to detail. Ideally you will have experience of purchase ledger processing or be willing to learn.

About us: BMS World Mission is a Christian mission organisation founded in 1792, today we are working in around 30 countries over four continents. We are passionate about making Jesus known across the world and transforming the lives of those we serve.

Why this role matters: This role is the primary point of processing for all purchase invoices and expenses, ensuring accuracy of our financial records and being a key point of contact for suppliers and staff.

If you are a hard-working and detail-oriented individual who wants to use your skills to make a global impact, we would love to hear from you.

Key Information

Location: Didcot/hybrid

Hours: 21 hours per week

Employment type: Permanent

Salary: £26,515 per annum pro rata

Closing date: 9am on Wednesday 1 July 2026

Interview date: Friday 10 July 2026

If you would like to discuss this role further, please feel free to contact Adric Nazareth, International Finance Business Partner. We will also be holding lunchtime Q&As for enquirers on:

• Friday 12 June, 13:00 - 13:30

• Monday 15 June, 13:00 - 13:30

• Thursday 18 June 13:00 - 13:30

Please note that normal work will be paused 22 to 26 June for a conference and Adric and HR will not be replying to emails during this time.

Shape financial strategy and sustainability across our trust.

We are seeking an experienced and visionary Finance Director to lead the financial strategy and operations of the Cabot Learning Federation. This is a pivotal executive leadership role where you will provide assurance to the Chief Operating Officer, CEO and Board of Trustees across all financial matters, including financial sustainability, risk, and control frameworks.

As a key member of the Executive Team, you will play a central role in shaping the long-term financial direction of a large and growing multi-academy trust. You will lead the development and delivery of the Trust-wide financial strategy, ensuring that resources are aligned with priorities and delivering maximum impact for pupils, staff, and communities.

Working closely with senior leaders, Principals, Trustees, and external stakeholders, you will oversee financial planning, statutory reporting, and compliance across the Trust. You will ensure robust systems of internal control, champion value for money, and drive a culture of accountability, innovation, and continuous improvement.

In this role, you will lead and develop a high-performing finance function across central and academy teams, ensuring strong financial management, effective business partnering, and high-quality support for decision-making at every level of the organisation.

Hours: Full-time, 37 hours per week, Monday to Friday, all year round. A part-time position for 4 days per week may be considered and can be discussed at interview.

Location: You will work through a blended model that includes home working and working at Federation House, Kingswood, Bristol.

About You

To be successful, you will be a highly accomplished and strategic finance leader, combining strong technical expertise with the ability to influence at the executive and board level.

You will have:

• A recognised accountancy qualification (CIMA, ACA or ACCA) with extensive senior-level experience
• Proven experience of leading financial strategy, planning and transformation across a complex organisation
• Strong understanding of financial governance, regulatory frameworks, and systems of internal control
• A track record of delivering value for money and driving organisational performance improvement
• Significant experience of leading, developing, and inspiring high-performing teams
• Excellent analytical skills, with the ability to interpret complex financial data and translate it into strategic insight
• The confidence and credibility to influence, challenge, and advise executive leaders, Trustees, and stakeholders
• Experience of working with external partners, including auditors, regulators, and funding bodies
• Strong communication skills, with the ability to present complex financial information clearly to diverse audiences

Why Join CLF?

As Finance Director, you will join our Executive Team at a critical stage in our growth, helping to shape the financial future of a large, complex and ambitious organisation.

In return, we can offer you:

• Access to a generous pension through the Local Government Pension Scheme (LGPS)
• Generous annual leave entitlement
• A comprehensive induction and ongoing commitment to wellbeing and career progression through a range of training, apprenticeships and in-role/wider-trust development opportunities
• Wellbeing support through an employee assistance programme
• Health benefits, including wellness sessions, gym discounts, and flu jabs
• A range of generous family leave options, including above-industry-average occupational maternity pay
• Cycle-to-work scheme and on-site parking

For further information and to apply for this exciting role, please visit our website via the Apply button.

Closing date: 28 June 2026.
Shortlisting date: 1 July 2026.

Interviews will be a two-stage process comprising an Assessment Morning on 6 July 2026 followed by a final interview on the afternoon of 8 July 2026. 

We reserve the right to close this vacancy early should we receive a high level of interest in the role. Therefore, candidates are advised to apply at their earliest convenience to avoid missing out.

We are an equal opportunity employer and proud to serve a diverse student population and our communities. We strongly believe that representation matters and so encourage applications from underrepresented and global majority groups, including ethnicity, gender, transgender, age, disability, sexual orientation or religion.

As a Disability Confident Committed Employer, we are dedicated to equity and inclusion and commit to interviewing applicants with a disability who meet the essential criteria. We aim to provide an inclusive and accessible recruitment process and support employees throughout their employment. If you have a disability, are neurodivergent, or require any adjustments to support you through the application or interview process, please let us know how we can assist.

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:

• deliver all core financial operations
• produce high quality management information
• maintain compliance with charity regulations
• support financial planning and decision making
• manage and analyse the financial performance of the charity's trading arm

Key responsibilities:

• day to day financial management 
• management accounts and reporting
• support of budgeting and forecasting processes
• financial control and compliance
• year end audit preparation and liaison
• compliance with fund and grant accounting requirements
• payroll 
• HMRC compliance including gift aid returns
• trading financial management and analysis
• system and process improvements
• stakeholder suport
• support to Finance Director

Location: UK – Open to remote arrangement (Only candidates who are eligible to work legally without work visa sponsorship in the UK will be considered.)

Contract Type: Part-time (0.5 FTE / 20 hours per week), Permanent contract

Hiring Salary: GBP 46,474 per annum (before taxes, to be pro-rated to 0.5 FTE)

Target Start Date: As soon as possible

Application Closing Date: 8 July 2026 23:59 BST

This job advert is for an existing vacancy.

About Right To Play:

For more than 25 years, Right To Play has been protecting, educating, and empowering millions of children each year to rise above adversity through the power of play.

We offer programs in 13 countries across Africa, Asia, the Middle East and North America, reaching millions of children each year in some of the most difficult places on earth, helping them to stay in school and learn, overcome prejudice, heal from trauma, and develop the skills they need to thrive. We do this by harnessing play, one of the most fundamental forces in a child's life, to teach children the critical skills they need to dismantle barriers and embrace opportunities, in learning and in life.

This work is supported by our two global offices in Toronto, Canada and London, UK; and seven National Offices in North America and Europe.

Right To Play UK is a charity registered in England and Wales and in Scotland that works in partnership with Right To Play International to raise funds and awareness across the UK and Ireland.

Benefits Highlights:

• Connect and collaborate with a global team who are passionate about protecting, educating and empowering children and youth using the power of play!
• Culture premised on our Culture Code (accept everyone, make things happen, display courage, demonstrate care, and be playful)
• Flexible work arrangements
• 25 days annual leave plus bank holidays per year (to be pro-rated for part-time employees)
• Competitive benefits such as Income Protection and Life Assurance
• Learning opportunities and 5 learning and development (L&D) days per year (to be pro-rated for part-time employees)
• More information on what we offer is available on our website.

Application Method:

Apply with your resume and cover letter in English via the application link.

Right To Play provides equal employment opportunities to employees regardless of their gender, race, religion, age, disability, sexual orientation or marital status. We strongly encourage groups who have been historically disadvantaged with respect to employment to apply for positions at Right To Play.

As part of our selection process, final candidates will be required to complete security checks and Vulnerable Sector Check or equivalent criminal record check as a condition of the offer. More details about our recruitment process are available here. Safeguarding information is available here.

As part of our recruitment and selection process, Right To Play uses Artificial Intelligence (AI) - assisted tools to support the assessment of candidates or applications. This may include but not limited to generating and editing of job adverts, assessment and interview questions, scheduling, translation, transcription, note taking, etc. Our Applicant Tracking System (ATS), VidCruiter, also use AI-powered ChatBot to answer candidates' enquiries. These tools are used only to assist human reviewers in evaluation and do not make selection or screening decisions. All hiring decisions are made by human reviewers. All AI-assisted processes comply with applicable privacy and data protection regulations, including GDPR and PIPEDA. For more information, please refer to RTP AI Policy and our Best Practice: Use of AI in Recruitment.

We value and promote a culture of diversity, equity, inclusion, and belonging. We are committed to providing accommodations to candidates with disabilities during the recruitment and selection process, and thereafter. Please reach out to the People & Culture team by email. All information provided will be treated as confidential and used only to provide an accessible candidate experience.

Job Description:

Job Title:  Finance and Operations Manager

Grade: 7

Reports to: Executive Director, UK and Global Strategic Initiatives

Reports Technically to Director, Finance HQ

Location: UK (open to remote arrangement)

Direct Reports: NA

Department: Finance

1- Purpose:

The Finance and Operations Manager ensures the effective financial, administrative, and operational functioning of Right To Play UK and support the establishment of Right To Play Ireland by overseeing accurate financial records, coordinating people and legal processes, and continuously improving business systems and practices to support and enable successful fundraising outcomes.

2- Accountability & Responsibilities:

Finance (90%)

• Lead financial management, compliance, budgeting and reporting for Right To Play UK and Right To Play Ireland by ensuring accurate and timely recording of all expenses and revenue connected with the operation of the offices
•  Ensure revenue is appropriately captured and coded and reconciled with bank.
• Oversee liquidity/cashflow, procurement, payroll, audits, tax reporting, and external financial relationships
• Deliver reliable management and statutory reports to leadership, Boards, HQ, and authorities.
• Lead for staff payroll and benefits, HRIS data accuracy, payroll coordination, contracts, insurance and benefits administration, and employee records to ensure compliance, efficiency, and strong organisational support
• Supporting global finance in finance related initiatives, as needed
• Where applicable, ensure compliance on all governance requirements

Operations (10%)

• Direct office operations, administration, IT, and legal coordination by establishing efficient administrative processes, managing office infrastructure and IT security, coordinating vendors and service providers, monitoring licenses and compliance requirements, and supporting organisational risk management and legal obligations.

Perform other duties as assigned.

3-Scope (geographical and/or functional), Impact and Autonomy

The incumbent operates with significant autonomy, holding delegated authority over financial management, systems, and office operations, including safeguarding all funds received, and preparing supplier invoices for payment. They operate with high trust and independence and is expected to safeguard assets and ensure full statutory, fiscal, and HR data compliance.

4-Leadership and Staff management

The role exercises functional and collaborative leadership with no direct reports, providing guidance and influence across Right To Play UK and Right To Play Ireland. Leadership is demonstrated through setting standards and supporting teams to work effectively within organizational policies and financial controls, by providing authoritative guidance to the offices on financial policies, internal controls, and risk management; escalating material risks and recommending mitigation actions to the Executive Director and HQ Finance. The incumbent is expected to operate effectively in a low segregation environment due to small staff size by implementing and monitoring compensating controls (spot checks, reviews with Executive Director, exception reporting) to maintain strong control integrity.

5- Information requirement for decision-making

The incumbent requires secure access to accurate financial, donor, and operational data - primarily through the MCRM and ERP systems - which is already identified and readily available and applies established analysis and reporting methods as a super-user to interpret information, ensure compliance, protect confidential constituent records, and support informed financial and operational decision-making.

6- Innovation and Improvements

The incumbent is expected to drive process improvements and functional innovations within the offices—data integrity, financial tracking, and internal collaboration—while supporting others to implement these changes, with major or high-risk innovations subject to approval by the Executive Director.

7- Relationships & Communications: Internal / External:

The incumbent maintains key internal relationships with all team members, doner services team and HQ colleagues in MCRM, Finance, and People & Culture, and external relationships with Board members, and event partners, using effective communication and donor stewardship to support organizational objectives and ensure smooth operations.  The incumbent stewards Right To Play UK and Right To Play Ireland’s fiduciary obligations and is the primary authorized liaison with banks, landlords, insurance and payroll providers, external auditors, tax advisors, and legal counsel.

8- Expertise (Certifications / Education, Professional Experience/Language)

• Post-secondary diploma or undergraduate degree in accounting, business administration, Finance, or other related fields.
• Professional Accounting Designation preferred
• 5 years of progressive finance experience, including audit coordination, statutory filings, and external advisor management
• Adaptable with the aptitude to work well under pressure, and manage multiple competing and/or changing priorities
• Experience in navigating accounting, banking and payroll platforms
• A team player who is collaborative and innovative
• Excellent organizational skills; systematic in follow-through of tasks; diligent, with strong attention to detail
• Results-oriented with a willingness to learn and take initiative
• Demonstrates professionalism and integrity, with strong judgement skills and ability to exercise discretion and maintain confidentiality of sensitive information
• General knowledge of fundraising practices, procedures and standards preferred
• Fluency in oral and written English

9- Core Competences

• Collaboration: Demonstrates strong teamwork by effectively partnering with internal teams and external stakeholders to achieve shared objectives.
• Growth Mindset: Actively seeks opportunities to improve processes, learn new systems, and implement innovative solutions.
• Resilience: Maintains focus and effectiveness under pressure, managing multiple priorities and challenges with composure.
• Professionalism: Upholds high ethical standards, confidentiality, and accuracy in all financial, operational, and stakeholder interactions.
• Management and Interpersonal Skills: Guides and influences colleagues through expertise, clear communication, and support, despite having no direct reports.

10- Additional Information

Ability to work irregular hours depending on event and external meeting schedule. Occasional travel for attending internal and external meetings and supporting events.

Director of Operations – Finance & Support Services
Dartington (& Torquay as required)
Working Hours: 37.5 hours per week, 52 weeks per year, ideally Monday-Friday 08.30-16.30
Salary: £51,663.00 - £59,597.00 per annum (DOE)

Are you a skilled operations professional with a background in finance?

We have a brand-new opportunity at Lifeworks Charity, for a Director of Operations (Finance & Support Services) to play a crucial role in our Central Support team. You will drive the sustainable growth and operational efficiency of the charity, directly contributing to our charitable impact.

You'll blend your financial expertise with your keen eye for operational oversight in this hybrid role, ensuring our resources are managed effectively to benefit the young people and families we support.

Who we are:

Since 1996, we've been empowering people with learning disabilities in Devon to achieve their dreams and build fulfilling lives. Our core values of kindness, respect, and positivity guide everything we do.

What you’ll do:

Finance

- Manage and maintain all financial aspects of the charity, including (but not limited to), budgeting, forecasting, reporting, ledgers, balance sheets, bank reconciliations, debtor accounts, cash flow management, insurances, property and procurement.
- Take a lead on the development of financial and fundraising processes and strategies.
- Manage and be the main point of contact for all aspects of ESFA and DfE funding compliance and reporting.
- Lead a small team to deliver outstanding support to the charity and act as a key financial advisor to managers across the organisation.
- Produce clear and concise monthly management accounts and provide financial insights to senior managers and the Board of Trustees.
- Working closely with external auditors, prepare and oversee our year end accounts.

Operations

- Ensure that charity governance and compliance is upheld, by contributing to record maintenance, managing registers and supporting with reviews of policies and procedures.
- Work with our external IT partners to manage our technology. You will make sure that the correct infrastructure, systems and processes are in the right place at the right time.
- Lead on IT security for the charity, implementing regular reviews to monitor compliance.
- Act as the Data Controller and manage all areas of data protection regulations, always prioritising data security.
- Develop and review charity policies as necessary, ensuring they align with best practices and legal requirements.
- Ensure compliance of Health and Safety policies, liaising with external advisors to maintain safety within the workplace.

Last but not least, we are looking for someone that is an advocate for people with learning disabilities and shares our common goal of making sure the people we support achieve their best lives with us. You may not be involved in the day-to-day work with our service users, but the work you will do is vital to the success of our charity.

What we're looking for:

You'll be a motivated and experienced professional who is passionate about making a difference. You should be:

- ACCA/CIMA/ACA part-qualified with significant experience (or fully qualified is a bonus!).
- A proven leader with the ability to inspire and develop a team.
- An expert in financial management, from budgeting to reporting.
- An excellent communicator who can clearly explain complex financial information to all audiences.
- Experienced in managing a broad portfolio, ideally including Health and Safety, IT, or facilities.
- Knowledgeable about governance frameworks and risk management.

If you are a strategic thinker with a hands-on approach and a desire to contribute to a vital cause, we would love to hear from you.

We're passionate about supporting our staff just as much as we are about supporting our service users. When you join our team, you can expect:

- An hourly rate above the Real Living Wage
- A holiday entitlement of 33 days’ holiday (inclusive of bank holidays)
- A fully funded DBS check and update service to ensure a smooth onboarding process
- Access to valuable resources including an employee assistance program to support your mental and emotional health

Building a diverse and safe team:

At Lifeworks, we're committed to fostering a workplace that reflects the diversity of our community. As a Disability Confident Employer, we actively encourage applications from individuals with disabilities who meet the job criteria, and we guarantee qualified candidates with disabilities an interview.

Lifeworks is committed to safeguarding and promoting the welfare of children, young people and adults at risk. To achieve this commitment, we will ensure the continuous development, improvement and review of robust safeguarding processes and procedures that continuously promote a culture of vigilance in respect of safeguarding within our organisation. All staff undergo Safer Recruitment checks which include pre-employment checks, reference checks, and a DBS check with Barred List checks (where applicable).

Early applications encouraged!

This vacancy is scheduled to close on the 19th of July, but may close earlier if suitable candidates are identified. So, to ensure your application is considered, ensure you apply early!

The interview format will consist of 3 parts; a formal interview assessment, a short presentation and a Q&A with staff members. If you are selected for interview, further details will be shared ahead of the above date.

Apply today and tell us why you'd be a great fit for our team.

Please note that this role was previously advertised as Operations Manager. We ask that previous applicants of this role need not reapply.

We’d appreciate no contact from agencies regarding this role. We are only accepting direct applications.

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.