Financial consultant jobs in bristol

About the Foundation

We’re an independent charitable foundation funded by Lloyds Banking Group. We work in partnership with small and local charities, people and communities, changing lives and working towards a more just and compassionate society.

This is an exciting time to join Lloyds Bank Foundation. We are coming to the end of our strategy period and under the leadership of a new CEO, we are developing and rolling out our new strategy, brand and values. We believe this will enable us to turbocharge our work, allowing us to have an even bigger impact to create social change and cohesion and ensuring people in England and Wales are in a good place. 

About the Programme

The Foundation has been awarded a £2.1m grant by the National Lottery Community Fund (NLCF) to deliver a pilot as part of it's Grant Holder Support programme. This pilot, Investing in the Power of Civil Society (IIPCS), will support up to 640 charities across the Northwest, Southwest of England and Yorkshire and Humber . 

Delivered in partnership with eight organisations — IVAR, Groundwork UK and local trusts, CAST, The School for Social Entrepreneurs, NCVO, Voice4Change England, the AVOCADO Foundation and Access (advisory) — the pilot will offer diagnostic-led, tailored and relational support to help organisations strengthen their work.

Support will focus on resilience, environmental impact, readiness for AI and digital technology, enabling participating charities to adapt and thrive in a rapidly changing world. With a strong emphasis on equity and access, the pilot is designed to ensure organisations of all sizes and backgrounds can benefit.

We will be using a test-and-learn approach — trying out new ways of supporting charities, learning from what works and what doesn’t, and using those insights to improve future programmes. This approach will help shape NLCF’s future support for both grant holders and grant seekers, strengthen the Foundation and partners’ own development practice, and contribute to wider learning across the sector.

About the Role

As Relationship Manager, you’ll play a pivotal role in delivering this new, collaborative pilot programme. You’ll be the key point of contact for grant holders referred into the programme, guiding them through a diagnostic process, co-creating tailored development plans, and connecting them with the right support.

You’ll also work closely with National Lottery Community Fund Funding Officers, helping them make confident and effective referrals. Your work will ensure that learning from these relationships directly informs the future design of the programme and how the UK’s largest non-statutory community funder supports small charities.

This is a highly relational role that requires empathy, curiosity, and a deep understanding of the voluntary sector.

The Benefits 

• Salary of £48,240 per annum (FTE)
• There is flexibility as to where this role is based; however, regular travel to London and across England will be required, with some overnight stays
• A further list of benefits can be found on the Lloyds Bank Foundation website. 

About You

You are passionate about supporting small and local charities and have a strong understanding of the challenges they face. 

You bring experience of working directly with organisations to identify development goals, build capacity, and improve service delivery.

You are a confident relationship-builder, able to engage with a wide range of stakeholders—from charity leaders to funders and delivery partners. You are organised, adaptable, and comfortable managing multiple priorities in a fast-paced, collaborative environment.

To be considered for this role, you will need:

• Strong knowledge of the voluntary sector, particularly small and local charities.
• Experience supporting organisations through capacity-building or development work.
• Excellent interpersonal and facilitation skills, both in-person and virtually.
• Strong communication and critical thinking skills.
• Confidence using CRM systems and digital tools.
• A commitment to equity, diversity, inclusion, and social justice.

Experience working in partnerships or consortia, or familiarity with test-and-learn approaches, would be a bonus.

So, if you’re ready to bring your expertise to a collaborative, test-and-learn programme as a Relationship Manager, please apply via the button shown. We are hoping for an immediate start for the position or as soon as possible thereafter. 

• The deadline for applications is Sunday 7th December at 23:30. 
• Interviews with shortlisted candidates will be held online on Thursday 18th December.

Contract: 1.0 FTE (37.5 hours per week), permanent with 6-month probation period

Salary: £56,650-70,000 per annum, depending on experience

Location: Remote working, with option to use co-working space

Start Date: As soon as possible

Reports to: Executive Director

Please note: You must have the right to work in the UK.

How to Apply

Closing Date: 10 December 2025 (23:59 GMT)

To apply, please submit the following: 

• Cover letter (maximum 2 pages)

• CV

Due to the volume of applications, only shortlisted candidates will be contacted. If you have not heard from us within two weeks of the closing date, your application has not been successful on this occasion.

About BASIC

BASIC is an independent, non-profit think tank working to safeguard humanity and Earth's ecosystem from nuclear risks and interconnected security threats, for generations to come. Our vision is for a global security consensus founded on multilateralism, the recognition of the indivisibility of security, adherence to Earth's planetary boundaries, and consideration of future generations.

For nearly 40 years, we have built a global reputation for groundbreaking dialogue and incisive thought leadership to strengthen international peace and security. We are an intellectually and culturally diverse team of 20 expert-practitioners with deep institutional experience, headquartered in London with additional presences in Berlin and Rome. We are independent, receive no core funding from any state, and our project work is funded transparently.

BASIC's approach to resolving contemporary nuclear dynamics is centred on dialogue as both a practice and a philosophy. We interpret dialogue broadly, recognising that meaningful engagement takes many forms: from facilitating direct strategic conversations between adversaries grounded in conflict resolution principles, to developing networks and diplomatic initiatives that build consensus around shared objectives, to shaping the intellectual foundations of policy discourse through rigorous research and thought leadership.

BASIC is a fast-paced and rewarding environment with an exceptionally positive and inclusive team culture. We have experienced rapid growth over the past decade and are well-suited to people who are motivated by our mission, able to work at a sustained pace, keen to develop professionally, and enjoy being part of a collaborative team working on consequential issues.

What We Offer

• Competitive salary with room for growth

• 30 days annual leave (pro rata), plus bank holidays and closure days over the December festive period

• Employer pension contributions of 5% (above the national minimum)

• Flexible working arrangements, with set days (Wednesdays required) but flexibility on hours

• Remote working with option to use co-working space

• 1-2 all-staff in-person team away day per year, as well as other in-person working opportunities

• Opportunities for professional growth and development

• Excellent team culture built on respect, openness, and inclusion

The Role

BASIC is seeking a hands-on Financial Controller to lead our finance function during a period of sustained growth. The Financial Controller will work across Programme teams ensuring strong financial management and reporting to funding partners, maintain strong financial controls, ensure compliance with charity finance regulations, and provide accurate financial reporting to our Directors and Board of Trustees.

The Financial Controller will oversee the small finance team, including line management of a Finance Assistant and management of an external bookkeeper consultant. This team will be responsible for the majority of financial accounting, processing payroll, and accurate bookkeeping, for which the Financial Controller will be ultimately accountable.

The role includes managing restricted and unrestricted funds in accordance with funder requirements and programme needs, preparing statutory accounts for external audit, and overseeing payroll processing. This role reports directly to the Executive Director to prepare annual budgets and financial strategy, and works closely with the Board's Financial Development Committee to present its implementation.

The ideal candidate will be a qualified accountant with strong technical accounting skills, experience in charity finance, and a proven track record of effective financial management of a growing organisation. You should be comfortable both managing a small team and working hands-on when needed, building collaborative relationships across the organisation. You will need to be a multitasker with the ability to work at pace, and be willing to develop the finance function and best practices to enable the organisation to grow further.

Key Responsibilities

Financial Accounting and Reporting

• Oversee the maintenance of accurate financial records and bookkeeping in accordance with charity accounting standards (SORP)

• Prepare monthly management accounts including variance reporting and rolling forecasts

• Prepare annual statutory accounts and manage the annual independent audit process in its entirety

• Manage restricted and unrestricted funds in accordance with funder requirements

• Provide accurate and timely financial reporting to the Board of Trustees, Executive Director, and funding partners

Financial Operations

• Oversee day-to-day finance operations including payment processing, staff expenses, and cost allocation (including staff costs)

• Oversee monthly payroll using QuickBooks (led by Finance Assistant)

• Manage treasury functions including bank and cash management

• Oversee procurement of key assets such as IT equipment

• Cashflow management

Grant and Budget Management

• Support budget development for funding bids and proposals

• Monitor spend against grants and projects, working towards full cost recovery

• Prepare financial reports for donors and funding partners

• Lead annual budget-setting and forecasting processes in collaboration with the Board and Executive Director

Financial Systems and Controls

• Develop and maintain robust financial systems, processes, and controls

• Continuously improve finance processes and identify efficiencies

• Advise on financial governance and best practice

• Manage financial risks and opportunities (e.g., insurance, foreign exchange)

Team Management and Stakeholder Relations

• Line manage the Finance Assistant and oversee external bookkeeper consultant

• Build collaborative relationships across the organisation

• Manage relationships with key external stakeholders including banks, international transfer services, and audit partners

• Work closely with the Board's Financial Development Committee and BASIC's Treasurer

Please note: This list is not exhaustive. Other tasks may be required as they arise.

Person Specification

Essential Criteria:

• Qualified accountant (ACCA, CIMA, ACA or equivalent) or part-qualified with significant relevant experience
• Proven experience in a mid-level to senior finance role, with responsibility for financial accounting and reporting
• Experience managing restricted and unrestricted funds
• Experience preparing statutory accounts and managing audit processes
• Experience in a growing organisation, implementing and improving financial systems and controls
• Strong technical accounting skills and understanding of financial controls
• Excellent numeracy and attention to detail
• Proficiency with accounting software (experience with QuickBooks highly desirable)
• Strong Excel/spreadsheet skills
• Excellent communication skills, able to explain financial information to non-finance colleagues
• Highly organised with ability to manage multiple priorities and work to deadlines
• Proactive and solutions-oriented, with ability to work both independently and collaboratively
• Comfortable working hands-on when needed while also providing strategic oversight
• Ability to work at pace in a fast-growing organisation
• Commitment to BASIC's mission and values

Desirable Criteria:

• Experience in charity finance and understanding of charity accounting standards (SORP)
• Experience line managing finance staff
• Experience in an international organisation or with international funding
• Understanding of charity governance and regulatory requirements

Team: Legacies & In Memory

Location: Remotely, UK

Work pattern: 35 hours per week, Monday to Friday

Salary: Up to £70,004.60 per annum

Contract: Permanent

Cats Protection are the UK’s largest cat welfare charity, and we’re seeking an ambitious, knowledgeable and compassionate individual to lead our successful legacy and in memory fundraising programme

Will you join us and make life better for cats?

Responsibilities of our Head of Legacy Giving:

• Our Head of Legacy Giving is responsible for Cats Protection’s largest charitable income stream, leading our Legacy Marketing, Legacy Administration and In Memory teams as we seek to delivery exemplary fundraising programmes raising upwards of £50m a year – around half of the cats we help are cared for thanks to this work.
• With ambitions to continue growing the income we receive from Legacy and In Memory giving, our Head of Legacy Giving is responsible for shaping the long-term strategy to deliver this growth and overseeing the implementation of activity across the organisation that maximises the scale and value of current and future support.
• Underpinning this transformation is a responsibility for the role to lead our medium and long-term legacy modelling, inspire and develop our high performing teams, and collaborate with an array of internal stakeholders and key external partners.
• The role is also a member of our Marketing and Income Generation (MIG) directorate leadership team, as part of a unified leadership group that has shared accountability and strategic responsibility for the organisation’s collective income generation performance.

About the Legacy and In Memory department:

• The department sits within our Individual Giving and Legacies business area of the Marketing & Income Generation Directorate
• There are four broad areas of expertise and delivery within the department – legacy marketing, legacy administration, in memory fundraising, and local legacy and in memory giving – with 16 individuals making up the teams.
• The teams are responsible for fundraising programmes that cover traditional legacy giving, Free Wills, our Cat Guardians service and In Memory giving for both people and cats.

What we’re looking for in our Head of Legacy Giving:

• Proven experience in a senior charitable legacy fundraising and direct marketing role
• Experience of leading and managing multiple teams working together to deliver ambitious targets, overcome challenges and achieve measurable impact in a remote working environment
• Proven track record of strategic development, planning and implementation
• Experience of commissioning and managing external agencies and consultants
• Experience of managing significant income and expenditure budgets
• Experience of providing impactful management information and reports to internal stakeholders on legacy income and key KPIs
• Knowledge of Chartered Institute of Fundraising codes of practice, sector regulation and compliance, and data protection legislation

What we can offer you:

• Range of health benefits
• 26 days’ annual leave plus bank holidays, increasing with length of service
• Salary Finance, which empowers you to take control of your financial wellbeing
• and much more, which you can learn about

Interested? Here’s how to apply:

Application closing date: 30th November 2025

Virtual interview date: Week commencing 8th December 2025

Applications may close before the deadline, so please apply early to avoid disappointment.

If successful, your recruitment journey will include:

1. Anonymised application form

2. Virtual interview via Microsoft Teams

The Executive Director has overall responsibility for TOLFA UK’s fundraising, financial management, marketing and communications, and personnel, to implement its mission of providing vital and preventative healthcare to India’s ownerless animals and those belonging to low-income owners, as well as educating communities in their welfare and value 

Initially  a salary of £19,000 per year for 24 hours per week; both the hours and salary could potentially increase based on the organisation’s income and financial assets 

A minimum 18-month commitment is expected; longer is preferred 

Reporting to the Board of Trustees
 

Responsibilities 

• Proactively diversify and sustainably increase TOLFA UK’s fundraising, such as: 

• Submitting grant proposals and reports to trusts and foundations 

• Cultivating individual donors and major donors 

• Using TOLFA UK’s donor database to raise funds more effectively 

• Collaborate with the Board of Trustees to develop the strategy of TOLFA UK, which will include becoming a more impactful organisation with increasing revenue and additional staff 

• Provide the vision and leadership to ensure the implementation of TOLFA UK’s strategy 

• Maintain excellent communication with the Board of Trustees, including providing monthly reports 

• Lead, motivate, and evaluate other staff, freelancers or consultants of TOLFA UK 

• Oversee TOLFA UK’s finances, collaborate with a bookkeeper to create and monitor budgets and ensure strong financial controls are in place, and promptly notify the Board of Trustees of any concerns. Lead on oversight of processes such as submission of year end accounts with third party accountancy partners. 

• Liaise with TOLFA India, including to understand their funding needs and obtain content for communications and fundraising 

• Manage TOLFA UK’s public communications, such as enquiries from the public and the media 

• Fill other roles and complete additional tasks as needed
 

Person Specification 

• UK Based 

• Demonstrated leadership skills which are necessary to expand TOLFA UK

• Proven success in fundraising

• Proven success in leading fully remote teams 

• Exceptional interpersonal skills with donors, trustees, staff, collaborators, and others 

• Excellent administrative skills including organization and attention to detail 

• Demonstrated efficiency, versatility, and ability to complete tasks within deadlines, when working independently and remotely. Strong ability to manage simultaneous ongoing tasks, projects or deadlines. 

• Strong writing skills, including writing in diverse styles and for diverse audiences 

• Demonstrated passion for animal welfare 

Please note that early applications are encouraged and we reserve the right to close the advert if we find the right candidate before the closing date of 12th Dec.