Finance it project manager jobs

Endometriosis UK is looking for a Head of Finance to help shape the next stage of our development as a charity with growing ambition, increasing complexity and a powerful mission. This is an exciting new role for the charity, and is core to ensuring our ongoing success.

As a member of the Senior Leadership Team, you will work closely with the Chief Executive, senior colleagues and Trustees to shape organisational direction, strengthen financial planning and ensure resources are aligned with impact. You will provide strategic financial insight, constructive challenge and practical support across the organisation.

You will lead budgeting, forecasting, management accounts, statutory reporting, audit, financial governance, risk, reserves and controls. You will also support business cases, financial models, capital project oversight, trading activity and commercial decision-making.

We are looking for a qualified accountant with senior finance leadership experience, ideally gained in a charity or similarly complex organisation. You will bring strong technical finance skills, sound judgement, commercial awareness and the ability to communicate clearly with non-finance colleagues. Just as importantly, you will be collaborative, values-led and motivated by the opportunity to use finance as an enabler of delivering impact.

This role will suit someone who combines strategic leadership with a practical, hands-on approach, and who enjoys helping colleagues build financial confidence, accountability and discipline.

Apply before 30th June 2026

This role requires you to already have a Right to Work in the UK

Reporting to: Chief Operating Officer

Location: 122 Braymere Road, Peterborough, PE7 8NB (On-site work)

Weekly Hours: 40 hours per week (08.30 AM to 5.30 PM, Monday to Friday)

Salary: £32,500 p.a.

Annual Leave: 28 days annual leave inclusive of bank holidays

WELCOME TO GFA WORLD

Since 1979, we have been committed to serving the “least of these” in Asia and Africa, primarily in places where no one has ever heard the name of Jesus, so that those still waiting can experience the love of God for the first time. Today, nearly 3 billion people have little to no opportunity to ever hear the name of Jesus. Every single day, an estimated 70,000 people die without ever hearing His name.

We are partnered with National Missionaries serving as the hands and feet of Christ in Asia and Africa, children in poverty and suffering, and community development initiatives helping families in need of care or during disasters.

As a Christian missions order we are a small organisation, but we are deeply committed to doing our work with excellence, faithfulness, and care in everything we do. We function as a community, and by joining GFA World you’ll be joining a family that does life together—journeying toward Jesus, living for eternity, and making a difference for some of the poorest and most afflicted people on earth in Christ’s name.

Our Mission

We exist to ensure no one dies without knowing the love of Christ and give people the chance to experience a transformed life in Christ by partnering with National Missionaries to bring the love of Jesus to communities still waiting to hear His name.

WHY THIS ROLE MATTERS

GFA World's mission is to help people know Jesus and experience His love in places where there is little or no Christian presence. Every donation, prayer, event, communication, and ministry activity relies on strong systems and faithful stewardship behind the scenes. 

This role helps ensure that GFA World remains financially sound, legally compliant, operationally effective, and a healthy place for staff to serve. You will help steward the resources entrusted to us by our partners, support the staff who carry out the ministry, and maintain the systems that allow our work to grow sustainably.

As a small and highly collaborative team, we do not have separate departments for finance, human resources, compliance, facilities, health and safety, or operations. Instead, we rely on people who are willing to take ownership, learn new things, solve problems, and help strengthen the organisation wherever needed.

This role is ideal for someone who enjoys creating and improving systems, spotting gaps, and ensuring that important things do not fall through the cracks.

OCCUPATIONAL REQUIREMENT

As a result of our Christian ethos, this post is covered by an Occupational Requirement under Part 1 of Schedule 9 to the Equality Act 2010. The successful applicant will be expected to:

• Be a practising Christian and active member of a local church.
• Subscribe to GFA World’s Statement of Faith and the Nicene Creed.
• Demonstrate a personal commitment to our Mission and Core Values.
• Participate in and lead Christian prayer as part of normal organisational life.
• Work effectively with Christians from a variety of denominational backgrounds.

YOUR RESPONSIBILITIES

Finance & Accounting (25%)

• Maintain online accounting system (QuickBooks Online) and other related financial systems.
• Maintain and improve accounting structures, nominal ledger, and chart of account.
• Review, maintain, and automate transaction processing workflows.
• Upload and reconcile donations and other financialtransactions.
• Complete monthly and quarterly reconciliations.
• Process payroll and maintain payroll records.
• Oversee pension administration and HMRC submissions.
• Prepare budgets and reports in collaboration with leadership.
• Monitor actual performance against budgets and identify variances.
• Assist with year-end processes and external audits.

People & Culture (25%)

• Administer HR system (Employment Hero) and maintain accurate staff records.
• Coordinate recruitment, onboarding, and off-boarding processes.
• Maintain employment documentation, contracts, and policies in accordance with GDPR.
• Coordinate staff training and professional development records.
• Support performance review and appraisal processes.
• Help preserve and strengthen GFA World's mission, values, and staff culture.
• Assist staff and managers with HR-related administration and processes.

Compliance & Governance (25%)

• Maintain awareness of relevant employment, charity, and workplace regulations.
• Review organisational policies and recommend updates where needed.
• Maintain compliance records and organisational documentation.
• Support legal and regulatory compliance requirements.
• Coordinate organisational risk assessments.
• Maintain the health & safety master file and supporting records.
• Carry out routine health and safety tests.
• Organise mandatory health and safety trainings and checks.
• Maintain incident records and compliance documentation.
• Help ensure a safe working environment for staff and visitors.

Operations & Facilities (25%)

• Maintain the smooth day-to-day operation of the office.
• Order office supplies and consumables.
• Manage office equipment and coordinate repairs when required.
• Liaise with contractors, service providers, and suppliers.
• Manage office keys, alarms, access systems, and security procedures.
• Support office refurbishments and workplace improvement projects.
• Identify opportunities to improve organisational systems, processes, and ways of working.
• Take ownership of operational issues and see them through to completion.

CHRISTIAN COMMUNITY LIFE

GFA World is a Christian ministry, and prayer is central to who we are and how we serve.

All staff participate in regular corporate prayer as part of normal organisational life. These times include reading Scripture, sharing thanksgiving, and praying for the needs of the ministry, our staff, and the mission field.

The successful applicant will be expected to actively participate in these prayer times and, on occasion, lead them.

As with all roles at GFA World, staff are expected to support the spiritual life and mission of the organisation through prayer, service, and Christian fellowship.

ABOUT THE APPLICANT

We recognise that, to be great at your role, there are certain characteristics that are important and others that enable a good fit within our existing team and culture. But if you don’t meet them, get in touch anyway! You may be more awesome than you realise.

Required

• You are a practising Christian with active involvement in a local church.
• You have a heart for helping people know Jesus, even if your role is primarily office-based.
• You care about serving people in some of the world’s most underserved communities.
• You are willing to support the mission in whatever practical way is needed.
• You have experience in accounting and human resources administration.
• You are comfortable working with financial systems, spreadsheets, and IT softwares.
• You are naturally organised and detail-oriented.
• You enjoy creating order, systems, and clear processes.
• You take ownership of problems rather than waiting for someone else to solve them.
• You are comfortable researching unfamiliar topics and learning independently.
• You can manage multiple responsibilities and priorities simultaneously.
• You communicate clearly and professionally in both written and spoken English.
• You can work independently while also contributing positively to a team.
• You are comfortable handling confidential and sensitive information with discretion and integrity.

Desirable

• Experience with QuickBooks Online.
• Experience with Employment Hero or similar HR software.
• Experience processing payroll and administering workplace pensions.
• Experience preparing budgets or monitoring budget performance.
• Experience maintaining policies, compliance records, or organisational documentation.
• Experience coordinating staff training and maintaining training records.
• Experience with health and safety administration, risk assessments, and workplace compliance.
• Experience within a charity, church, ministry, or values-driven organisation.
• Experience identifying and improving organisational systems and processes.

GFA WORLD’S STATEMENT OF FAITH

We Believe:

•    That the Bible is the inspired and infallible Word of God, given to us by the Church – “the pillar and ground of the truth” (1 Timothy 3:15).
•    The Nicene Creed to be the official Creed of the Holy Church.
•    In one God, Creator of all things, eternally existing in three persons: Father, Son, and Holy Spirit, and that these three are co-eternal and of equal dignity and power.
•    In the deity of Jesus Christ; His miraculous conception by the Holy Spirit; His virgin birth; His sinless life; His death on a cross; His bodily resurrection; His ascension to the right hand of the Father; and His personal, imminent return.
•    That man was created by and for God; that by man’s disobeying God, every person incurred spiritual death, which meant they were no longer in communion with God, and physical death was the consequence; and that all people are given the option of being redeemed and restored to God.
•    The Lord Jesus Christ died for our sins and that all who believe in Him are declared righteous because of His victory over death and are, therefore, in right relationship with God.
•    Salvation means far more than being “saved from sin; we are saved for sonship, to be divinely adopted sons and daughters of God. Forgiveness is the precondition for God’s greater gift, the gift that will last beyond our death: the gift of divine life” (1 Corinthians 15:3-7).
•    Believers in Christ are destined to share in the life of the Holy Trinity. Sharing in the life of God, as God has shared in our humanity (1 Peter 1:4).
•    In the present ministry of the Holy Spirit indwelling all believers and thus enabling and empowering the life and ministry of the believer.
•    In the bodily resurrection of everyone who has lived, the everlasting blessedness of those in right relationship with God, and eternal separation for those who have rejected God’s forgiveness in His Son.
•    The sacrament of marriage to be ordained by God as a holy union between one man and one woman as biologically defined at birth.

OUR DESIRE

To be devout followers of Christ and to fulfil His Great Commission amongst people still waiting to hear His name for the first time, by training up, sending out, and assisting qualified labourers in partnership with the body of Christ

OUR CORE VALUES

1. Knowing the lord Jesus more fully & intimately
2. Being a people of integrity and excellence
3. Living in submission to God’s word
4. Being a people of faith
5. Being a people committed to prayer & worship
6. Having a servant lifestyle
7. Being a people of grace & love
8. Serving sacrificially
9. Being a people sold out to win the lost at any cost
10. Working together with the body of Christ

THE NICENE CREED

We believe in one God, the Father Almighty, maker of heaven and earth, and of all things visible and invisible.

And in one Lord Jesus Christ, the only begotten Son of God, begotten of the Father before all worlds; God of God, Light of Light, very God of very God; begotten, not made; being of one substance with the Father, by whom all things were made. Who, for us men and for our salvation, came down from heaven, and was incarnate by the Holy Spirit of the Virgin Mary, and was made man; and was crucified also for us under Pontius Pilate. He suffered and died and was buried; and the third day He rose again, according to the Scriptures, and ascended into heaven, and sits at the right hand of the Father; and He shall come again, with glory, to judge the living and the dead; whose Kingdom shall have no end.

And we believe in the Holy Spirit, the Lord and Giver of Life; who proceeds from the Father; who with the Father and the Son together is worshiped and glorified; who spoke by the prophets. And we believe in one, holy, catholic and apostolic church.

We acknowledge one baptism for the remission of sins; and we look for the resurrection of the dead and the life of the world to come.

Amen

Action for Refugees in Lewisham is a thriving, dynamic community charity supporting asylum seekers, refugees and migrants across South East London. This is an exciting new role to the organisation forming a senior management team alongside the Executive Director, Casework Manager and Education and Finance Manager. This key senior position combines line management of central staff, high level fundraising, grants monitoring and compliance, development of enhanced member co-production, oversight of operational systems and management of pilot projects emerging from AFRIL’s 2027-30 strategy.

Job Purpose:

• To manage and coordinate the operations of the organisation, overseeing high level day to day operations including IT and systems, GDPR, Health and Safety, volunteer management, operational policies and procedures.

• To provide leadership and line management to the Monitoring and Operations Officer, Experts by Experience Coordinator and Community Activities Coordinator. With possible additional line of other project staff as organisational capacity requires.

• Lead the enhancement of processes and systems which support AFRIL’s frontline systems to work effectively and holistically together, providing capacity and support to project managers and leads.

• Lead the development and delivery of AFRIL’s co-production work, supporting the Experts by Experience Coordinator to amplify members' voices at all levels of the organisation.

• Supporting the Director in delivering the organisation's fundraising strategy. Writing a range of funding applications, holding key funder relationships and developing new funding relationships, including the establishment of enhanced individual, community and corporate fundraising relationships.

• Leading on the management and oversight of the grants compliance and reporting cycles, producing monitoring reports for funders with the support of the Operations and Monitoring Officer. Overseeing and developing evaluations and impact measurement systems alongside the Director.

• Assist the Director with the implementation of AFRIL’s strategy, taking a leading role in the delivery of new projects and areas of work to advance the mission and vision of the organisation.

• Supporting the Director with the development and implementation of a communications strategy, enhancing awareness of the organisation's work and impact.

• To represent AFRIL at a range of stakeholder meetings, and develop and manage partnerships to benefit AFRIL’s service users.

• To work collaboratively and dynamically in a small team, following AFRIL policies and reflecting AFRIL’s values.

Programme and Finance Manager

We are seeking an organised and proactive Programme and Finance Manager to support the planning, coordination and financial management of a major exhibitions and displays programme.

Position: Programme and Finance Manager
Salary: £39,791 per annum
Location: London
Hours: Full-time, 36 hours per week
Contract: Permanent
Closing Date: 9 July 2026

About the Role

This is an exciting opportunity to join a leading cultural organisation in a pivotal role supporting the delivery of an ambitious artistic programme.

Working closely with senior colleagues, you will coordinate and communicate programme schedules, processes and timelines, while providing project management support across exhibitions, displays and commissions. You will also play a key role in financial management, supporting budgeting, forecasting, reporting and financial control activities.

Key responsibilities include:

• Coordinating programme schedules, milestones and key project information
• Supporting programme planning and preparation of materials for senior decision-making
• Monitoring exhibition and display timelines and ensuring delivery remains on track
• Managing departmental budgets, forecasting and financial reporting processes
• Preparing financial information for internal stakeholders and funders
• Coordinating budget meetings and financial workflows
• Supporting compliance with financial procedures and funding requirements
• Line managing and supporting a team of three staff members
• Acting as a key point of contact for programme and finance information across the organisation

About You

You will be an excellent communicator with exceptional organisational skills and a strong eye for detail.

You will ideally have:

• Experience of project management and/or programme coordination
• Strong financial, budgeting and forecasting skills
• Excellent planning, administrative and organisational abilities
• Experience working across complex organisations and managing multiple priorities
• Strong written and verbal communication skills
• The ability to analyse, collate and present information clearly and accurately
• Experience of developing and maintaining effective project management systems
• Previous line management experience
• Strong IT skills, including Microsoft Office applications

An interest in arts, culture or the creative sector would be advantageous.

About the Organisation

This organisation is one of the UK's leading cultural institutions, committed to making art and creativity accessible to all. Through an ambitious programme of exhibitions, displays and commissions, it welcomes audiences from across the UK and around the world.

The organisation is committed to equality, diversity and inclusion and values the different perspectives, experiences and backgrounds that people bring. Applications are welcomed from candidates with transferable skills and relevant experience, even if they do not meet every requirement listed.

Benefits

Benefits include:

• Generous annual leave entitlement
• Pension scheme with employer contributions
• Life assurance and income protection
• Interest-free season ticket loan
• Cycle to Work scheme
• Employee assistance programme
• Discounts and staff benefits
• Free or discounted access to exhibitions, galleries and museums

Other roles you may have experience of could include: Programme Manager, Project Manager, Programme Coordinator, Project Coordinator, Operations Manager, Finance and Operations Manager, Programme Delivery Manager, Exhibitions Manager, Business Manager, Portfolio Coordinator.

Please note this role is advertised by the recruitment agency acting for the client – Not For Profit People.

Join Rainbow Trust Children’s Charity and play a vital role in ensuring our teams can support families facing the unimaginable, helping us make a real difference.

We are looking for an experienced Operations Manager to take operational ownership of IT infrastructure and MSP relationship management, facilities, fleet, and contracts across our organisation. This is a wide-ranging role where your work directly underpins our frontline teams’ ability to deliver life-changing support to families with seriously ill children.

About the role:

Reporting directly to the Director of Finance and Operations, you will have input into how Rainbow Trust manages its IT, property and facilities, and fleet - while also leading on the day-to-day operational infrastructure across the organisation, including overall responsibility for our IT infrastructure and security. The role holder will act as the primary internal point of contact for our Managed Service Provider, overseeing service delivery, SLAs, and ensuring our IT infrastructure remains secure, compliant and fit for purpose

Managing the office facilities, leases, and contracts across our head office and nine regional sites, you will lead on contract negotiation and supplier management, managing a central administration budget and project manage office moves and operational projects.

With a focus on improving the efficiency of our systems, processes and ways of working, you will also line manage our Fleet Administrator, overseeing our fleet of 80 leased vehicles and be an integral part of decision making.

This is a substantive management role with real ownership, and meaningful variety - ideal for an experienced operations professional with a sound understanding of Microsoft Administration and cyber security ready to take on a broad remit in a values-driven organisation.

What we’re looking for:

Applications will be particularly welcome from those who have demonstrable experience of negotiating and managing contracts, including managed IT service contracts and budgets. A qualification in cyber security or IT and experience of Microsoft administration, cyber security and MSP management is also necessary for this role.

• A systematic and effective problem solver – you are self-disciplined and analytical, and you thrive on providing solutions, delivering high standards, and are skilled in appropriately tailoring your output to a range of different stakeholders for decision-making.
• A self-disciplined multi-tasker who is able to work independently and at a fast pace to meet deadlines – you are someone who perseveres and ensures close follow-up of delegated tasks to deliver consistently high-quality work through to completion.
• A strong verbal and written communicator with a high level of attention to detail – you’re a quick decision maker, who operates well within a defined area of control, basing your decisions on policy and procedures.
• You build strong working relationships both internally and externally – you are driven to achieve results and have the ability to train and support others to make correct decisions
• You work well within established systems, standards and procedures – you are accurate, highly numerate with excellent Excel skills and make fact-based and solution orientated decisions.

Why join us?

We’re proud to be a Two-Star Best Companies Top 50 mid-sized organisation and a Top 10 Charity, and we’re committed to creating a great place to work. You will benefit from:

• Pension scheme where we contribute 5% of your salary and you contribute at least 3%.
• Flexible working hours to balance home and working life.
• 25 days of annual leave plus public holidays – rising to 26 days after 1 year, 27 days after 5 years and 30 days after 11 years, with an additional 5 years to use in your 10th or 20th year of service (pro rata for part time).
• The option to buy/sell annual leave, as well as additional leave for your birthday, wedding/civil ceremony and an extra half day off for Christmas shopping.
• Time off in Lieu.
• Employee Assistance Programme with access to remote GP, counselling, physiotherapy, resources to support your mental health and financial wellbeing, as well as a 24/7 helpline via Help@Hand.
• Family friendly policies, focused on employee wellbeing, and an active cross-organisational wellbeing group running a number of initiatives throughout the year.
• Access to the Blue Light Card Scheme, and other rewards and discounts.
• Bike to work, season ticket loan and payroll giving schemes.
• A recommend a friend recruitment bonus scheme.
• Robust training and development programmes to support your learning and growth.

If you’d like to find out more about these benefits and working with us, please visit our why work with us page.

More information about us and our recruitment process can be found in our online Candidate Pack.

About us:

Rainbow Trust Children’s Charity enables families who have a child with a life-threatening or terminal illness to make the most of time together, providing expert, practical and emotional support, where they need it for as long as it is needed. For families living with childhood illness, time is everything. Right now, there are too many families coping alone with no support, no time to think, no time to make memories and no time for each other. We believe that no family should go through this alone, so we are here to change that.

Apply now:

To apply please send your CV and Covering letter to us via the link.

Your covering letter should highlight why your application should be considered above others and clearly state how your experience matches the essential criteria outlined in the Person Specification.

For a full job description and person specification please visit our website 

Please disclose in your covering letter if you have used AI for any part of your job application.

Early application is encouraged as we will review applications throughout the advertising period and reserve the right to close the advert early.

Interviews will take place at our Head Office in Leatherhead. We will only contact those applicants who have been successful. If you require any adjustments during the interview process, please let us know.

An enhanced DBS disclosure will be required for this post.

Rainbow Trust is committed to safeguarding and promoting the welfare of children and young people and expects all employees to share this commitment.

Rainbow Trust is an equal opportunities employer, and we welcome applications from all backgrounds.

IT Infrastructure and Field Support Engineer

We are looking for a skilled and motivated IT Infrastructure and Field Support Engineer to help deliver secure, reliable, and efficient technology services across the organisation.

This is a varied and hands-on role, combining infrastructure support, field-based work, and involvement in technology projects that directly support services making a real difference to people’s lives.

Position: 6800 IT Infrastructure & Field Support Engineer

Location: Remote

Hours: Full time, 37.5 hours per week. Monday to Friday 9am to 5pm (flexible working available)

Contract: Permanent

Salary: £30,775.03 per annum

Closing Date: 09/07/2026. We reserve the right to close this vacancy early, if enough suitable applications are received.

The Role

The IT Infrastructure & Field Support Engineer plays a key role in supporting, maintaining and improving the  technology infrastructure to ensure secure, reliable and efficient services across the organisation.  As an IT Infrastructure & Field Support Engineer to will be responsible for:

• providing technical support for systems and infrastructure
• contributing to the design and delivery of cost-effective solutions
• helping to maintain strong standards of security, resilience and service continuity

You will work within an ITIL-aligned framework, collaborating closely with colleagues across Technology and with third-party suppliers to support service delivery, operational performance and the evolving needs of the charity.

This role is remote (home based) but requires occasional travel across England and Wales, along with some out-of-hours work where necessary to support critical systems.

About You

You will need:

• Experience in a Service Desk or infrastructure support role
• Strong troubleshooting skills
• A structured, organised approach to managing workload
• Knowledge of Microsoft technologies
• Experience working in an ITIL environment and ideally exposure to networking and cloud infrastructure
• Strong communication skills and the ability to support a wide range of users and stakeholders

You will be required to join the on-call rota following successful completion of their probation period.

Appointment to this role is subject to successful Non-Police Personnel Vetting (NPPV) with Security Clearance (SC). Candidates must have been living and working in the UK for a minimum of 5 years to be eligible for this level of security vetting.

In Return…

Benefits include:

• Flexible Working Options: Including hybrid working.
• Generous Annual Leave: 28 days plus Bank Holidays, increasing to 33 days plus Bank Holidays, with options to buy or sell annual leave.
• Birthday Leave: An extra day off for your birthday.
• Pension Plan: 5% employer contribution.
• Enhanced Allowances: Enhanced sick pay, maternity, and paternity payments.
• Exclusive Discounts: High Street, retail, holiday, gym, entertainment, and leisure discounts.
• Financial Wellbeing: Access to our financial wellbeing hub and salary-deducted finance.
• Wellbeing Support: Employee assistance programme and wellbeing support.
• Inclusive Networks: Access to EDI networks and colleague cafes.
• Sustainable Travel: Cycle to work scheme and season ticket loans.
• Career Development: Ongoing training and support with opportunities for career progression.

About the Organisation

This independent charity is dedicated to supporting people affected by crime and traumatic incidents in England and Wales.  They are at the heart of the organisation and the support and campaigns are informed and shaped by them and their experiences.

The organisation is committed to recruiting with care and to safeguarding and promoting the welfare of children, young people and vulnerable adults and expects all staff and volunteers to share this commitment. Background checks and Disclosed Barring Service checks may be required.

Our client is proud to celebrate diversity and create a workplace where everyone feels they belong. They are committed to being an antiracist organisation, and actively welcome applications from people of all backgrounds, including those from Black and Asian and other minoritised communities.

As a Disability Confident Employer, they will offer an interview to disabled candidates who meet all essential criteria for a job where it is practicable to do so and are also happy to make reasonable adjustments during the recruitment and selection process.

You may have experience in areas such as IT, Infrastructure, IT Infrastructure, Field Support, IT Engineer, Infrastructure Engineer, IT Infrastructure Engineer, Field Support Engineer, IT Support, Service Desk, IT Service Desk, 1st Line Support, 2nd Line Support, 3rd Line Support.

Please note this role is being advertised by NFP People on behalf of our client.  #INDNFP

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

Job Purpose  

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

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

Main responsibilities 

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

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

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

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

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

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

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

• Lead trustee engagement on investment strategy and monitor investment performance 

• Support the operation of the College’s trading subsidiary 

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

2. To foster individual and organisational development

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

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

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

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

3. To oversee other areas of our corporate support function 

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

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

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

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

4. To lead the department

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

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

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

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

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

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

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

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

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

• Assume corporate responsibility for trustee and senior leadership decisions 

• Role model our organisational values and behaviours at every opportunity

To undertake other duties as required:  

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

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

Person specification 

Knowledge, Qualifications and Experience 

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

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

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

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

• Experience of HR, IT and Facilities management 

Skills and Abilities 

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

• Successful track record of achieving results in a leadership role 

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

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

• Highly developed influencing, persuading & communication skills 

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

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

Personal Qualities (Attributes) 

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

• Commitment to own continuing professional development 

Harris Hill is recruiting for a Head of Finance and Operations for this well-established Charity based in North London

• Location: North London
• Salary: to £65,000 per annum depending on experience  
• Hybrid working: 2 – 3 days a week is required at our offices.
• Working pattern: Flexible working hours, with home and office working
• Reports to: Chief Executive
• Direct reports: Senior Finance Officer 
• Key working relationships: Senior Management Team / Treasurer / Board of Trustees

Purpose of Role

The Head of Finance & Operations is a pivotal senior leadership role responsible for ensuring the financial sustainability, operational effectiveness and strong governance of the charity.

Reporting directly to the CEO and working closely with the Board of Trustees, Treasurer and Senior Management Team, the postholder will lead the charity's finance function whilst overseeing governance, risk, compliance, systems, facilities and business operations.

This is a hands-on role within a lean and ambitious organisation, requiring both strategic leadership and operational delivery. The successful candidate will play a key role in supporting organisational decision-making, strengthening infrastructure and ensuring the charity is well-positioned for future growth.

Key Responsibilities
 

Financial Leadership

• Lead financial planning, budgeting and forecasting processes
• Develop and manage cashflow, ensuring long-term financial sustainability
• Produce timely and accurate management accounts and financial reports for the CEO, Board and Committees
• Oversee the preparation of statutory accounts and manage the external audit process
• Ensure strong financial controls, compliance and fraud prevention measures
• Support the CEO, Treasurer and SMT with financial insight, analysis and scenario modelling
• Line-manage the Senior Finance Officer to ensure effective financial reporting and controls.
• Develop longer-term financial planning, cash flow and budgeting processes to help shape the future financial direction of the charity.
• Ensure adherence to financial policies, procedures, and fraud prevention controls.

Strategic Leadership & Organisational Planning

• Act as a key member of the Senior Management Team, contributing to organisational strategy and planning.
• Translate financial and operational data into clear, actionable insight.
• Support performance monitoring and organisational decision-making across the charity.
• Contribute to the development and delivery of sustainable growth plans.
• Drive a culture of continuous improvement and organisational effectiveness.

Governance, Risk & Compliance

• Lead the coordination of Board and Committee cycles, ensuring meetings are effectively planned and delivered.
• Oversee the preparation and collation of Board and Committee papers, working with SMT colleagues to ensure timely submission of reports.
• Maintain the governance calendar and ensure compliance with statutory and regulatory deadlines.
• Attend Board and Committee meetings as required, providing financial and operational insight.

Systems, Data & Information Governance

• Provide strategic oversight of the charity's systems, technology and data infrastructure.
• Lead systems improvement projects to enhance efficiency, reporting and user experience.
• Oversee the charity's CRM, finance systems and reporting platforms.
• Manage relationships with external IT providers and consultants.
• Act as the charity's Data Protection Accountable Person.

Operations, Facilities & Procurement

• Oversee office operations and facilities management.
• Manage supplier relationships and key service contracts.
• Lead procurement processes and ensure value for money across operational expenditure.
• Ensure operational policies, procedures and controls support effective service delivery.
• Support organisational resilience and business continuity planning.

Join the Diocese of Leicester as our Church and Community Support Officer
Are you passionate about strengthening communities and supporting historic churches to be open for future generations? We are looking for somebody relational, empowering and adaptable to be our Church and Community Support Officer to work with our parishes and their communities, helping to build local engagement and ensure church buildings remain sustainable as a place of worship and a resource for the local community. 

This is a new fixed-term post made possible by a grant from the Church Commissioners of the Church of England through their Buildings for Mission funding.

About the Role

• Provide on-the-ground support to Parochial Church Councils (PCCs) to increase local engagement and volunteer capacity.
• Support PCCs and congregations to engage with their communities through consultation, surveys, and outreach initiatives.
• Help churches identify ways to maximise the potential of their buildings, including generating income and securing funding.
• Develop volunteering opportunities and support the creation of Friends Groups and other local initiatives.
• Build partnerships with local authorities, businesses, charities and community organisations.
• Support PCCs in exploring new models such as Festival Churches 
• Facilitate shared learning across the Diocese.

What We’re Looking For

• Experience of managing community-led projects and working with volunteers.
• Ability to build relationships with a wide range of stakeholders, including clergy, PCCs and external partners.
• A proactive, self-starting approach with the ability to work independently and as part of a team.
• An open-minded approach with the ability to adapt to local needs 
• Excellent interpersonal, negotiating and communication skills.
• Strong project management skills, including planning, monitoring and evaluation
• Good IT skills, including use of Microsoft Office and databases.
• Ability to travel regularly across the Diocese and work flexibly, including occasional evenings and weekends.
• Sympathy with and commitment to the values and mission of the Church of England and the Diocese of Leicester.

Desirable:

• Experience of heritage funding (e.g. NLHF) 
• Knowledge of Church of England structures 
• An interest in historic buildings

Why Join Us?

• Be part of a collaborative and experienced Church Buildings Team.
• Hybrid working with a Leicester office base 
• An opportunity to work with a variety of different communities across Leicestershire, each with its own needs.
• Make a tangible difference to local communities and the future of historic church buildings.
• Generous pension (10% employer contribution) and annual leave (25 days plus bank holidays).
• Opportunities for training, development and professional growth.

How to Apply
Apply via the Pathways recruitment website. 
 

Closing Date: Sunday 19th July
Shortlisting date: Wednesday 22nd July
Interview Date: Friday 31st July
Anticipated Start Date: Autumn 2026

We particularly welcome applications from UK Minority Ethnic / Global Majority Heritage candidates, especially those of Black descent, who are currently underrepresented in our organisation.
The Diocese of Leicester, part of the Church of England, is committed to the safeguarding, care and nurture of everyone within our church community. We follow the Church of England’s Safeguarding Policies and relevant statutory guidance. We believe that safeguarding is everybody’s business.
This post is subject to a Basic DBS check and proof of right to work in the UK. The Diocese is unable to offer a Certificate of Sponsorship.

Introduction

We are partnering with a respected, mission-driven organisation working across research and public engagement. They are seeking an Operations Administrator to support the smooth running of a collaborative and fast-paced team.

This is a great opportunity for a proactive and organised individual who enjoys a varied, hands-on role. The role is offered on a hybrid basis, with three days at their central London office alongside the team.

The Role

Reporting to the Operations Manager, you will deliver administrative and operational support across governance, finance, HR, grants, and information management.

You’ll work closely with senior leadership and project teams while liaising with central HR, Finance, and IT functions to ensure efficient and compliant processes.

Key Duties

Operations & Administration

• Act as a key contact for administrative matters, supporting senior leadership
• Process invoices, expenses, and honorarium payments
• Support recruitment, onboarding, and HR administration
• Assist with contracts and grant reporting cycles
• Identify and improve administrative processes

Information Management

• Maintain databases in line with GDPR
• Manage trackers to support delivery and reporting
• Conduct data checks to ensure accuracy and compliance
• Liaise with IT to resolve issues

Scheduling & Events

• Provide diary management for senior stakeholders
• Coordinate meetings, including governance boards
• Organise logistics for meetings and events
• Take meeting minutes and ensure documentation

Team & Culture

• Support an inclusive and collaborative working environment
• Assist with team events and engagement activities
• Contribute to EDI initiatives

About You

The successful candidate will bring experience from a previous administrative or operations role, ideally within a not-for-profit or similarly purpose-driven environment.

• Experience supporting multiple stakeholders, including senior leaders
• Organisational and prioritisation skills
• Comfortable working at pace
• Confident processing financial transactions
• Excellent communication and IT skills and using systems and databases
• High attention to detail and accuracy
• Proactive, flexible, and collaborative approach
• Commitment to equity, diversity, and inclusion

Doing Good Recruitment is committed to the highest standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community, regardless of age, disability, gender, race, religion, sexuality, or other protected characteristics, as well as socio-economic background. We understand that applicants may not always meet every criterion listed in the job description, if you meet most, we encourage you to apply.

JOB TITLE: Service Manager

RESPONSIBLE TO: Chief Executive Officer

HOURS OF WORK: 37 hours per week

BASED AT: 11/13 Queen Street, Worksop, Notts, S80 2AN

HOLIDAYS: 28 days - including statutory holidays (pro rata)

SALARY: £34,000 per annum plus benefits

Main Duties and Responsibilities

• Direct the work of Accommodation Officers and Wardens, ensuring that the team are working efficiently and effectively, providing continuity of service for clients.
• Ensure organisational standards are being met in the accommodation service across all Hope properties.
• Draw up rotas in advance for sign-off from the CEO.
• Monitor staff attendance and report absences promptly to the Management Team.
• Motivate the team through regular one to one supervisions and by modelling good  practice.
• Monitor and manage team performance and progress reporting issues at the Management Team meetings.
• Identify staff training needs and submit requests to the Office Manager.
• Ensure adequate procedures are in place, policy is clear and understood by both staff and clients.
• Supervise the delivery of other services provided on site.
• Ensure that weekly property inspections are undertaken by the Wardens and that all health and safety requirements are being met, and they are reporting and recording any actions and concerns promptly to you on a weekly basis.
• Carry out monthly property inspections on all Hope properties.
• Work with the Office Manager to manage all Health and Safety issues.
• Assist in the recruitment and selection of staff.
• Undertake regular file reviews ensuring all client files are regularly updated and are maintained in line with Hope’s requirements.
• Ensure that Accommodation Officers are monitoring the needs of clients, and monitor the initial and further risk assessments against the clients support plan to ensure progress is being made and monitored.
• Monitor Accommodation Officers caseloads and ensure that reports are completed thoroughly and accurately by the Accommodation Officer and in an acceptable timeframe.
• Ensure housing benefit and council tax applications are completed adequately and submit-ted in a timely fashion.
• Undertake disciplinary and grievance procedures as necessary.
• Undertake evictions if these arise.
• Develop assessment criteria to determine suitability of clients applying for accommodation, and confirm applications submitted by Accommodation Officer on behalf of clients.
• Deal with complaints from clients.
• Implement the warnings and exclusions’ policy where necessary.
• Ensure work with clients is tangible and leads to positive outcomes, and that Accommodation Officers are recording all outcomes.
• Submit verified staff timesheets and rotas to the Finance Manager/CEO for payment.
• Take overall responsibility for the hostel petty cash system.
• Ensure client charges are received, recorded and received by Finance Manager.
• Identify Health and Safety issues and action in line with policy and procedures.
• Keep up to date Health and Safety records in line with regulations.
• Take overall responsibility for accurate risk assessment recordings and actions.
• Take overall responsibility for the safeguarding of accommodation service staff and clients.
• Keep up to date incident reports.
• Work in partnership with other agencies to ensure a high standard of service is delivered.
• Monitor equality and diversity, ensuring an accessible service to all clients.
• Attend case conferences, joint assessments and meetings as necessary and directed by the CEO.
• Promote the service to a wider community.
• Provide written monthly reports for management/board meetings as required by the CEO.
• Provide statistical information as required by the CEO.
• To respect the confidential nature of the work.
• To participate in appropriate training and staff development programmes.
• To promote and ensure the implementation and compliance with Hope’s policies.
• To ensure that organisational services are delivered in accordance with Hope’s equal opportunity policy.
• Meet the requirements of rota systems.
• Work closely with the Finance Manager/Deputy CEO in CEO absence.
• To be on the on-call rota and available, when on call, to be on site when required in an emergency.

Person Specification

Essential

• Experience of motivating and managing staff.
• Excellent writing skills with the ability to produce concise and relevant proposals with meticulous attention to detail.
• Proven work experience and in-depth understanding of funding procedures, rules and regulations.
• Ability to be flexible and your skills in problem solving.
• High standard of computer literacy (Excel, Word, Outlook).
• Ability to plan, prioritise and work within agreed timeframes.
• Excellent communication, presentation and interpersonal skills.
• A working knowledge of and commitment to, equal opportunities and anti-discriminatory practice.
• An understanding of the need and practice for confidentiality.
• Ability to work on your own initiative, as part of a team, under pressure and with high levels of self-motivation.
• A thorough understanding of adult safeguarding and working with vulnerable people.
• Experience in managing contracts including quality assurance of services and the importance of monitoring and evaluating services.

Desirable

• An understanding of homelessness and relevant issues.

Job Types: Full-time, Permanent

Pay: £34,000per year

Benefits:

• Casual dress
• Company pension

Schedule:

• Monday to Friday
• Weekend availability

Ability to commute/relocate:

• Worksop: reliably commute or plan to relocate before starting work (required)

Safeguarding

Hope is committed to safeguarding adults and as part of our safe recruitment practice the successful applicant will be subject to a check with the Disclosure and Barring Service (DBS). The cost of the DBS check (currently up to £59.10) must be met by the successful applicant.

Work Location: In person

Reference ID: ServiceManager26

Primary Responsibilities

Salesforce Platform Management

· Day to day management of the Back Up Trust Salesforce system

· Implement and enforce data quality standards within Salesforce, including regular data cleansing, deduplication, and validation procedures to ensure the accuracy of information

· Create and manage flows and approval processes within Salesforce to automate business processes and increase operational efficiency

· Ensure security and compliance by continuously monitoring and managing user profiles, roles, and permissions

· Maintain comprehensive documentation of Salesforce configurations, data models, and integration processes.

· Work with various Salesforce applications (for example FormAssembly) to enhance Salesforce capabilities

· Stay updated on industry best practices and emerging Salesforce technologies, making recommendations for their adoption when appropriate

User Training, Support & Adoption

· Create and maintain user guides, training materials, process documentation, and knowledge resources

· Lead onboarding and refresher training sessions for new and existing staff

· Provide ongoing user support and troubleshooting to promote confidence and effective system use

· Identify gaps in user knowledge and recommend targeted training or process improvements

· Promote best practice use of Salesforce and associated systems across the organisation

· Gather feedback from users to improve system usability, processes, and adoption

· Champion a positive data culture and encourage consistent, accurate use of Salesforce across teams

· Develop a Salesforce adoption strategy to maximise organisational value from the platform

· Monitor system adoption and engagement, identifying opportunities to improve usage and staff capability

Reporting

· Develop dashboards and reporting frameworks that support operational performance monitoring and strategic decision-making

· Work with teams to define KPIs and reporting requirements across fundraising, services, finance, and engagement activities

· Support the development of a data-driven culture across the organisation

Governance & Data Stewardship

· Develop and maintain Salesforce governance processes, including change request management, release procedures, and prioritisation frameworks

· Support organisational compliance with GDPR and data protection requirements in collaboration with the Data Protection Officer

· Monitor and improve data governance practices, ensuring consistency of data standards across teams

Supplier & Project Management

· Coordinate system enhancements, testing, and deployments with Back-Up’s third-party Salesforce partner

· Support project delivery for future Salesforce developments and integrations

Data Protection Officer (DPO) Responsibilities

In addition to Salesforce and systems responsibilities, the postholder will act as Back Up's designated Data Protection Officer (DPO), providing leadership and oversight of data protection compliance across the organisation.

• Lead on compliance with UK GDPR and other relevant data protection legislation.
• Advise staff and leadership on data protection obligations, risks and best practice.
• Monitor compliance with organisational data protection policies, procedures and controls.
• Maintain and review the organisation's Data Protection Policy, guidelines and Privacy Statement.
• Promote a culture of data protection, data quality and responsible data management.
• Review and advise on Data Protection Impact Assessments (DPIAs) to ensure privacy risks are appropriately identified and managed.
• Act as the primary contact for the Information Commissioner's Office (ICO) and for data subjects on matters relating to data protection.
• Maintain and oversee the data breach register, ensuring incidents are managed and reported appropriately.
• Coordinate and oversee Subject Access Requests (SARs) and other data rights requests.
• Deliver training and awareness activities to support staff understanding of data protection responsibilities.
• Maintain up-to-date knowledge of data protection legislation and communicate relevant changes to the organisation.

Additional Responsibilities

In addition to Salesforce platform management, the postholder will play a key role in supporting the organisation's wider data, systems and digital transformation agenda. Responsibilities may include:

· Support the development and implementation of Back Up's wider systems and technology strategy, ensuring Salesforce integrates effectively with the broader technology landscape.

· Act as a subject matter expert on organisational data and systems architecture, helping to identify opportunities for system improvement, integration and automation.

· Support the evaluation, implementation and ongoing management of business applications beyond Salesforce, ensuring systems remain fit for purpose and aligned with organisational needs.

· Contribute to digital transformation projects, working with colleagues and external partners to improve processes, efficiency and user experience across the organisation.

· Monitor emerging technologies, including artificial intelligence (AI), and make recommendations on their appropriate and responsible adoption to support organisational objectives.

· Provide support and guidance on IT-related matters, liaising with external suppliers and managed service providers where appropriate.

PERSON SPECIFICATION

Experience

Essential

· Experience of managing the day-to-day operations of a Salesforce system; including expertise in change control and user support

· Experience of working on the continuous development of a Salesforce system

· Experience managing CRM-related projects or workstreams

· Experience of developing training and delivering workshops and one-to-one sessions with staff at all levels

· Experience of implementing, managing, monitoring and reporting on end-to-end security of Salesforce and integrated software applications

· Experience of developing effective working relationship with external development partners

· Experience of Salesforce within a non-profit context with Salesforce Nonprofit Success Pack (NPSP) or Non-profit Cloud structure, objects and functionality

· Experience with third-party form-builders such as Form Assembly

· Ability to manage testing, documentation and change processes in a structured and consistent manner

Desirable

· Experience of a large-scale Salesforce implementation project in the Not for Profit sector

· Experience of working with email marketing platforms

Knowledge and skills

Essential

· Relevant Salesforce Administrator certification

· Project management experience, with demonstrable ability to deliver projects to time and budget

· Strong analytical skills and ability to design systems and processes to facilitate data analysis

· Knowledge and experience of UK data security law and principles

· Ability to communicate technical language to non-technical audiences, visually and verbally

· Able to demonstrate good judgment and use initiative, with high attention to detail to produce accurate work of a high quality

· Be an enthusiastic, approachable and confident team player, with a willingness to learn

Desirable

· Project management qualification

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.