Financial planning manager jobs

About Us

The Victoria League for Commonwealth Friendship is one of the four Loyal Societies supported by His Majesty The King and has been promoting friendship and hospitality across Commonwealth nations since 1901. We remain committed to our founding belief that education, in its broadest sense, is the foundation of human development.

Currently, we are proud to offer Commonwealth students the opportunity to become part of a Commonwealth family, whose values are decency, respect for others, understanding, tolerance, integrity and partnership. 

One of our key priorities is to provide a vibrant student house for young Commonwealth students to live in when attending a university or college in London, to make lifelong friends and to learn from each other in a safe and secure environment. The Victoria League Student House is an affordable 'home away from home' whilst studying in London.

About the Role

As General Manager, you will play a central role in leading and developing the work of The Victoria League for Commonwealth Friendship, raising its profile and ensuring its long-term sustainability. You will oversee the overall management of the charity, alongside the effective operation of the Victoria League Student House.

This is a broad and hands-on leadership position, combining strategic development with day-to-day operational oversight. You will drive key fundraising initiatives and business development opportunities, as well as support the House Manager and their team, and the Membership and Administration Officer.

Key Responsibilities

• Lead the development and growth of the charity
• Drive fundraising and build partnerships
• Oversee the day-to-day operations of the Student House
• Support and manage staff
• Ensure effective financial management and governance
• Promote the charity through events, communications, and stakeholder engagement
• Oversee property management and health and safety for the Student House.

Please see attached the full Job Description and Person Specification.

Are you an experienced, driven project manager with passion for improving health outcomes? 

The RCR, in partnership with Macmillan Cancer Support, is leading a national review into cancer multidisciplinary team (MDTs) improvement — a key commitment in the National Cancer Plan. We’re looking for an experienced Project Manager to drive this high-profile programme and deliver meaningful change for cancer services. 

This is a rare opportunity to shape how cancer teams work across the country and to deliver meaningful improvements for patients, clinicians and the wider cancer workforce. 

As Project Manager, you will take full ownership of the planning, coordination and delivery of the Cancer MDT Reform Programme. You’ll work closely with senior leaders across the health system including NHS England, Macmillan Cancer Support and the Department of Health and Social Care as well as senior Officers at the RCR, including regular reporting to our Vice-President for Clinical Oncology. 

Key responsibilities include: 

• Leading the full project lifecycle, from developing detailed project plans to managing risks, timelines and reporting. 
• Delivering a large two-day national stakeholder event to gather insight and build consensus across the cancer community. 
• Drafting high-impact written outputs, including a flagship report outlining recommendations for MDT improvement to be shared with government. 
• Collaborating with DHSC and NHSE to support the development of future MDT guidance. 
• Building strong, productive relationships with clinicians, NHS partners, national charities, Royal Colleges and internal teams. 
• Line managing the Project Administrator and fostering an effective and motivated project team. 

What you’ll need:

• Strong project management experience, with a record of delivering complex programmes to time and quality.
• Experience working with senior leaders and managing competing demands effectively.
• Excellent written and verbal communication skills, with the ability to produce compelling, authoritative materials.
• A collaborative, proactive approach, and confidence in working across diverse teams and professions.
• Knowledge or experience of cancer care, clinical services, or wider health policy — highly desirable given the nature of the project.
• Event management experience (desirable). 

By joining us you will get to make a real impact on cancer services across the UK, lead a nationally significant project shaping the future of cancer care and join a supportive, mission-driven organisation!

Why join us

• Make a difference to the lives of Doctors and the specialities they work in every day!
• Hybrid working (60% working week can be done remotely)
• Modern working environment
• Equipment provided to work from home
• Generous annual leave allowance
• Excellent pension scheme
• Interest free season ticket loan and cycle to work scheme
• Employee Assistance Programme

About us

 10 Windsor Walk (10WW) is a Community Interest Company established by local therapists concerned to address the provision of intensive psychological services for those most in need.

We support psychoanalysts, psychotherapists and the local community by providing psychotherapy treatment rooms and space for training and events related to developing psychological services.

More than this, we are a hub where therapists and psychoanalysts can meet, work together and exchange ideas on developing the practice as a whole.

Our work includes:

Affordable treatment – We run low- and no-fee psychotherapy for those in need in the local community, alongside trainees from the Institute of Psychoanalysis who offer low-fee psychoanalysis.

Community programmes – We run a weekly therapeutic playgroup for parents and toddlers seeking sanctuary in South London, alongside public events such as the Psychoanalytic Film Club and Maudsley Lectures.

Education and training – We host lectures, seminars and specialist training for psychotherapists, psychoanalysts, NHS staff and the wider public.

About the role:

We are seeking a part-time Finance Officer to support the financial management of the organisation and strengthen our internal financial systems.

Working closely with the Programme Manager and Finance Sub-Committee, the Finance Officer will maintain accurate financial records, support grant reporting and provide financial information to support organisational planning and governance.

This role is particularly suited to someone with strong bookkeeping experience who enjoys working in a small mission-driven organisation and contributing to the development of robust financial systems.

Summary of tasks:

·Day-to-day bookkeeping and maintenance of Xero

·Managing payments

·Reconciling bank transactions and maintaining accurate financial records

·Maintaining clear financial records and audit trails to support internal controls and financial transparency

·Producing and releasing sales invoices

·Submitting monthly payroll info to accountant, including HMRC and pension submissions

·Preparing and posting monthly journals ahead of review by the Programme Manager and Finance Sub-Committee

·Maintaining prepayments and accruals

·Tracking and monitoring grant income and expenditure, and preparing financial reports and information for existing and future funders

·Updating and maintaining cashflow forecasts

·Supporting year-end accounts and liaising with external accountants

·Maintaining the fixed assets register and depreciation schedules

·Support the review of the Reserves Policy

·Monitoring liquidity and key financial indicators and reporting concerns to the Programme Manager and Finance Sub-Committee

·Monitoring service contracts and ensuring value for money

·Supporting the financial aspects of the transition from CIC to charity

·Assistance in the preparation of project budgets

·Supporting lease and grant subsidy administration 

·Supporting the development and implementation of financial policies

Working relationships

The postholder will work closely with the Programme Manager and Finance Sub-Committee, providing specialist financial oversight and strengthening internal controls, rather than undertaking general management responsibilities.

About you

We are looking for someone who:

·Has experience of bookkeeping and financial administration

·Is confident using accounting software such as Xero

·Is highly organised with strong attention to detail

·Can manage financial information clearly and accurately

·Is comfortable working collaboratively within a small organisation

·Has strong communication skills and the ability to explain financial information clearly

·Is interested in supporting a mission-driven organisation working in the field of mental health and community support

This job description outlines the main duties of the role. It is not an exhaustive list, and the postholder will be expected to undertake additional responsibilities appropriate to the role as organisational needs evolve. The role involves working closely with colleagues across programmes, operations and governance in a small and collaborative organisation.

How to apply:
 
Interested candidates are invited to submit a (1 page max) cover letter along with a CV.
 
The closing date for applications is Monday the 13th April 2026. Interviews are scheduled to take place the week of 27th April and/or 4th May 2026. A short assessment task will be shared with shortlisted applicants.
 

The successful candidate will be subject to an enhanced DBS check and references will be required.
 
Accessibility:
 
If you require any reasonable adjustments to the application or interview process, please let us know and we will do our best to accommodate this.
 
Equal Opportunities Statement:
 
10 Windsor Walk Community Interest Company complies with the Equality Act 2010. We believe in fair treatment of all our employees and commit to promoting diversity in our employment practices. We do not discriminate in employment based on race, religion, sexual orientation, national origin, political affiliation, disability, age, marital
status, medical history, parental status or genetic information. We base all our employment decisions on merit, job requirements and business needs.

St Mary Redcliffe is a thriving, inclusive Christian community that has grown significantly over the past twelve years. It is a traditional, robed, choral church that is also theologically progressive, committed to welcoming and valuing people of all ages, backgrounds, identities, abilities, and circumstances. The church reflects a diverse and vibrant congregation united by a shared commitment to faith, inclusion, and the belief that all are equally loved and welcomed by God.

Alongside its worshipping life, St Mary Redcliffe is a well-established heritage destination and an active force for good in one of the most deprived parishes in the country. Thousands of visitors already come each year, with ambitious plans through Project 450 to expand access, facilities, education, and interpretation, enabling many more to engage with the church’s history, heritage, and Christian story. Deeply rooted in its local context, the church invests heavily in community development, runs a community hub, and is recognised by the city as a key civic partner. All of this is sustained by a small, committed staff team, working creatively and energetically across worship, community engagement, safeguarding, heritage, governance, and the complex practical demands of running a large, historic parish church.

We are seeking an experienced and committed Finance Manager to support the work of the church by ensuring excellent financial stewardship, strong governance, and clear financial planning.

This is a key role, working closely with the staff team, clergy, churchwardens and PCC, and offering both strategic oversight and hands-on financial management.

About the Parish

• A large and active congregation with multiple weekly services
• A broad programme of pastoral care, community engagement, and outreach
• A team of clergy, paid staff, and volunteers
• Significant restricted and unrestricted funds
• Annual income and expenditure of approximately £1.4 million

The Role at a Glance

Job Title: Finance Manager
Reports to: Head of Operations
Works closely with: Staff team, clergy, churchwardens and PCC
Hours: Full time: 37.5 hours per week, with the option to reduce depending on candidate and circumstance
Contract: Permanent
Salary: £34,628
Location: Primarily on site, with opportunities for flexible/hybrid working

Purpose of the Role

The Finance Manager is responsible for the effective financial management and in large part, delivery of the church, ensuring robust systems, accurate reporting, compliance with charity and diocesan requirements, and strong financial planning. The role supports the PCC in fulfilling its legal and fiduciary responsibilities and enables staff and clergy teams to focus on the strategic priorities of the church.

This is a broad role with a large scope requiring close attention to detail in a complex organisation. There is a requirement for oversight and management as well as day to day bookkeeping delivery.

Key Responsibilities

Financial Management and Reporting

• Oversee all day-to-day financial operations of the church.
• Prepare accurate management accounts for the Head of Operations, Incumbent, Treasurer, and PCC.
• Monitor income and expenditure against budget, identifying risks and opportunities.
• Manage cash flow to ensure the parish can meet its financial commitments.
• Prepare year-end accounts and act as the main liaison with independent examiners or auditors.

Budgeting and Financial Planning

• Lead the annual budgeting process in collaboration with staff team colleagues, clergy and PCC.
• Support medium- and long-term financial planning aligned with wider church strategy and organisational priorities.
• Provide clear financial analysis and advice to inform decision-making.

Governance, Compliance, and Risk

• Ensure compliance with Charity Commission requirements, diocesan financial regulations, and PCC policies.
• Support the PCC in meeting its fiduciary responsibilities.
• Maintain appropriate financial controls, policies, and procedures.
• Assist with risk management and internal controls, including fraud prevention.

Income, Funds, and Stewardship

• Oversee the management of restricted, designated, and unrestricted funds.
• Monitor and reconcile income streams, including:
  • Planned giving and donations
  • Service fees (weddings, funerals, etc.)
  • Grants and trusts
  • Commercial and events income
• Support stewardship campaigns and fundraising initiatives with financial insight and reporting.

Payroll and Staffing Costs

• Working closely with the Governance and Administration Officer & our payroll provider to oversee payroll processing, pensions, and staff-related financial matters.
• Ensure compliance with employment and HMRC requirements.
• Work with line managers on staffing budgets and forecasts.

Systems and Processes

• Maintain and develop effective financial systems and software.
• Ensure accurate record-keeping and audit trails.
• Improve processes to enhance efficiency, transparency, and resilience.

Collaboration and Communication

• Work closely with the Head of Operations and PCC Treasurer, offering professional financial expertise and support.
• Occasional requirement to attend relevant subcommittee meetings, presenting financial reports clearly and accessibly.
• Where appropriate, support staff and volunteers with budget management and financial understanding.
• Communicate financial information sensitively and clearly to non-financial audiences.

Person Specification

Essential Experience and Skills

• Significant experience in financial management, accounting, or a related role.
• Strong understanding of budgeting, cash flow management, and financial reporting.
• Experience working within a charity, not-for-profit, or public-sector environment.
• Knowledge of charity finance and governance requirements.
• Experience of financial software
• High level of accuracy, attention to detail, and integrity.
• Strong excel skills.
• Ability to explain financial information clearly to non-specialists.
• Strong organisational skills and ability to manage multiple priorities.

Desirable Experience and Skills

• Experience working within a church context.
• Familiarity with diocesan financial frameworks.
• Experience managing complex or multi-stream income.
• Knowledge of payroll, pensions, and employment-related finance.

Personal Qualities

• Commitment to the values and mission of the parish.
• Discreet, trustworthy, and professional.
• Calm, collaborative, and solutions-focused.
• Confident in offering advice and constructive challenge where needed.
• Able to work independently while being an effective team member.

Safeguarding

St Mary Redcliffe Church is committed to safeguarding and promoting the welfare of children and vulnerable adults. All appointments are subject to appropriate safeguarding checks.

How to Apply

Applicants are invited to submit:

• Their CV and a covering letter of no more than 2 pages, outlining suitability for the role based on the information contained in the recruitment pack.

Closing Date: By 10am on Thursday 2nd April

Join VICTA's team and be part of our award-winning work empowering children and young adults who are blind or partially sighted. We help young people question limiting presumptions they might have, helping them to view themselves and their potential in a new way.
 
We seek an experienced fundraiser who is looking for their next challenge or wants more responsibility to develop and deliver a robust, high-quality mass participation events strategy and plan. Drawing on your experience and the strengths of the charity, you will be responsible for our flagship fundraising event, the TCS London Marathon and shape the future of our mass participation portfolio including bespoke challenges.

Our ideal candidate will have excellent planning and project management, relationship building and influencing skills. Your strong leadership skills and change management experience will be essential as you navigate and embed new challenges and ways of working within an ambitious and growing team. You’ll bring big picture perspective and use your communicating and influencing skills to ensure our key stakeholders help us deliver and grow. Embracing insight, testing, evaluation, and continuous optimisation you will make sure all our engagement is audience centred. If you are an ambitious, highly organised and passionate Senior Fundraising Manager, this is the role for you. 
 
We provide a positive work culture where learning and development is actively supported and promoted. The ideal candidate will be a problem solver, diligent, have a good sense of humour and happy to lead from the front. The position offers hybrid working with a minimum of three days in our Milton Keynes office.

To apply, please send a CV and covering letter. A full job specification is available on request. 

Benefits

• Hybrid working possible (minimum three days in office)
• Critical Illness Cover
• 23 days holiday rising to 28 (plus public holidays)

If you are passionate about building partnerships that help young people overcome adversity and thrive, we would love to hear from you. 

£37,000-£40,170 
Jamie’s Farm Bath, near Box, or other Jamie’s Farm locations considered 
Permanent 
Full-time 37.5hrs Mon-Fri, but part-time (0.8 FTE) also considered 

An exciting opportunity to play a central role in enabling more young people to benefit from the Jamie’s Farm experience. At a time of real growth for our charity, we are looking for an experienced, driven and enthusiastic Partnerships Manager to join our team. You will build and manage a portfolio of school and organisational partners, develop lasting relationships, and secure the bookings that enable us to continue delivering our mission. 

What is Jamie’s Farm?Jamie’s Farm is a charity that supports young people by combining therapeutic work, farming, and purposeful activities to help them thrive. Through residential visits to our working farms, we provide a nurturing environment where young people can reflect, build confidence, and develop the resilience they need to overcome personal challenges.As part of the dynamic HQ team we offer a beautiful and unique supportive working environment, a competitive salary, and the opportunity to be part of a team that is passionate about making a real difference. 

More about the role:As Partnerships Manager you will manage bookings from new and existing school partners, working to ensure our farms are fully booked with the young people who need us most. You will take a lead in recruiting partners for our newer farms in Skipton and Lower Shockerwick, as well as for specific projects including work with schools in Westminster, Ealing, and with groups of asylum-seeking young people. Working alongside the Senior Partnerships Manager, you will develop relationships with academy chains, local authorities and other charities, and represent the charity at conferences and events to grow awareness of our work. 

Location : Jamie's Farm Bath (HQ) preferred but other Jamie’s Farm locations considered 

About you:We are looking for someone with proven experience forming long-term partnerships and a track record of seeing processes through from start to finish. You will be a clear, confident communicator, able to adapt your approach to a wide range of external audiences, and someone who brings genuine warmth and enthusiasm to building new relationships. 

Organised and systematic, you ensure no opportunities are missed and are comfortable managing a busy pipeline of leads, bookings and relationships. You bring an entrepreneurial spirit and a collaborative approach, and you are passionate about Jamie’s Farm’s mission and the difference our work makes to young people. 

Please see the full job description, desired experience and employee benefits by exploring our recruitment pack below. Don’t meet every single requirement? We’d still love to hear from you – your unique skills and experience could be just what we’re looking for. 

How to Apply:  Please apply via the Jamie’s Farm website. Read through the full recruitment pack and return both a completed application form and equal opportunities form to the email specified on our jobs page. 

Purpose of the post

The Financial Planning & Analysis Manager will support the Associate Director of Finance to provide insightful analysis of financial trends and oversee the recoverability of funds.

They will coordinate the month-end process and work with Finance Business Partners to coordinate the quarterly forecast and the 2026/27 budget.

They will also act as Finance Business Partner to a number of teams, working closely with Budget Holders and external partners to provide effective management of resources and risk, and monitoring of quarterly partner reporting.

Main responsibilities

Financial Planning & Analysis element of role (60%):

• Coordination of month-end process: overseeing the month-end checklist and coordination of FBPs; production of monthly management accounts using JET reports
• Coordination of quarterly forecasting and annual budgeting across cost centres and funds: preparation of forecasting templates; coordination of FBPs; upload and review of forecast onto finance system
• Coordination of long-term (high level) forecasting across all cost centres and funds to end of current Core Funding cycle
• Oversee the cost recovery process of new and existing funds (overhead recovery and monitoring of funding gaps)

Finance Business Partnering element of role (40%):

• Work with Budget Holders to manage financial performance, forecasts, and budgeting including understanding financial opportunities and risk for the area of business partnership.
• Provide donor reporting and analysis as required to funders of specific programmes.
• Consolidation of quarterly partner reporting

Experience

• CCAB qualified with a minimum of 5 years practical experience in financial analysis or business partnering roles

Desirable

• Experience of fund management
• Experience of Microsoft Dynamics 365 Business Central
• Experience of JET reports 
• Experience in the academic or scientific research sector
• Experience working with UKRI and/or Research Councils
• Experience of funding under Full Economic Costing (FEC) model
• Experience of managing stakeholder relationships within an academic or not-for-profit environment

Skills

• Excellent quantitative skills, use of Excel and finance systems
• Excellent written and verbal communication skills with the ability to communicate effectively and confidently with people at all levels.
• Excellent interpersonal skills and ability to handle sensitive issues positively
• Excellent organisational skills, with the ability to manage competing priorities in a fast-paced environment and to working in an agile, flexible and pragmatic way
• Ability to quickly learn and adapt to new environments
• Ability to lead and work as part of a team
• Ability to work autonomously and make decisions without supervision
• Ability to process complex information and present targeted messages to different audiences.

We are looking to recruit a dynamic person for the role of Charity Manager, who will develop and shape our charity for the future. You will lead our dedicated team and have overall responsibility for running the Charity.

You will manage the Charity on behalf of the Trustees, co-ordinate a team of seven staff, support volunteers, ensure excellent standards of animal care are maintained and develop our fundraising and community engagement work. You will also be responsible for budgeting, compliance, health and Safety ensuring the charity is safe, welcoming and well run.

You will work on behalf of the Board of Trustees to develop a coherent strategic business plan, reporting regularly on operations and planned objectives.

Key responsibilities

Lead and develop a committed team

Oversee all aspects of site operations and animal welfare

Manage budgets, financial reporting and resources

Develop sustainable fundraising opportunities and income generation, building community partnerships

Ensure compliance with UK legislation and charity governance

Represent the Charity with professionalism and compassion

Shape, develop and lead strategic and business planning

Provide regular detailed strategic reports to the Board of Trustees

What you will bring to the team

Experience managing teams and operations

An understanding of animal welfare and charity regulations

Excellent communication and leadership skills

A calm, resilient and compassionate approach

Benefits

28 days holiday per year (including bank holidays)

Employer pension contribution in line with statutory requirements

If you are ready to make a meaningful difference and lead a charity that puts animals first, we’d love to hear from you. 
Email your CV and a covering letter explaining how you meet our requirements: Closing date: 31st March 2026

This new role will take over responsibility for developing and managing all finance activities and reporting in this rapidly growing charity. You will have the opportunity to shape the role and the evolution of the charity as we grow, implementing financial processes and systems. As a key member of the Management Committee, you will work closely with the CEO, the Office Manager and the Honorary Treasurer.

Key tasks and responsibilities

• Ensure accurate and timely financial records of all income received and expenditure incurred
• Implement a new accounting system, as the charity’s growth takes it from excel bookkeeping to a new integrated finance and reporting system
• Liaise with the payroll bureau to ensure accurate and timely processing and payment of monthly salaries and related costs
•  Working with the FHL office in Bethlehem, maintain accurate records of grants paid
•  Monitor and maintain correct reporting of Restricted and Unrestricted income and expenditure
• Manage all UK banking activities and maintain oversight of the charity’s bank accounts in Bethlehem 
• Prepare, validate and submit regular Gift Aid claims to HMRC
• Prepare monthly management accounts for the Management Committee and Board of Trustees
• Working with the CEO and Treasurer, prepare annual budgets and periodic reforecasts as required
• Working closely with our external auditors, deliver an effective year end close and audit process and ensure submission of Annual Trustees’ Report and Financial Statements to the Charity Commission 
• Supervise the Office Finance Administrator
• Assist in the formulation and implementation of financial policies, procedures and controls
• Perform any other duties as reasonably required within this role to support the work of the charity

This job description is not exhaustive; it outlines the primary duties and is subject to change in consultation with the post holder. Projects and priorities may vary from time to time as required

For full details, see the application pack or our website

Thank you for your interest in the role of Management Accountant at the Fair Education Alliance. 

The Fair Education Alliance (FEA) is a cross-sector coalition of 300 member organisations tackling educational inequity. We unite behind a shared vision: no child’s success is limited by their socioeconomic background. 

In September 2025 we launched an ambitious five-year strategy ‘From Neighborhood to National’ to confront the deep-rooted inequities facing children and young people. This is an exciting moment of organisational growth at The Fair Education Alliance. As we scale our work and our team, we are investing in our operational foundations to ensure we remain well-governed, financially resilient and able to deliver our strategy with confidence. 

This role represents a significant investment in that infrastructure. You will be joining a small but highly capable operations team and playing a central role in how FEA manages and understands its finances as it grows. You will work closely with relevant members of the senior leadership team and colleagues across the organisation. 

The Management Accountant plays a central role in ensuring that the Fair Education Alliance’s finances are accurate, well managed and clearly understood across the organisation. Working as part of the operations team, the postholder maintains the financial systems and processes that underpin FEA’s work. This includes overseeing day-to-day finance operations, producing reliable management accounts, supporting budgeting and forecasting, and ensuring that financial records meet charity accounting and regulatory requirements.

The Management Accountant also acts as a trusted financial partner to colleagues across the organisation. By providing clear, accessible financial information and helping budget holders understand their resources, the role enables confident decision-making by the senior leadership team and trustees. Through careful financial stewardship, strong attention to detail and a commitment to continuous improvement, the Management Accountant helps ensure that FEA remains financially resilient and able to deliver its mission to create a fairer education system. 

Applications will be reviewed on a rolling basis from Tuesday 10 March

• Applications close: 30 March (9am)

• First round interviews: Rolling during application window 

• Second round interviews: Rolling during application window 

• Start date: As soon as possible (to be agreed with the successful candidate) 

About the team​

The Investment Team is responsible for selecting portfolio partners, managing our charity investments and supporting our portfolio partners to improve and scale their impact.

The Investment Team also leads the Impetus Leadership Academy, a leadership development programme to support talent from ethnic minority backgrounds in the UK youth sector to progress into senior leadership roles.

The team is made up of 19 people, including former teachers, charity chief executives, charity impact leads, management consultants, social investment portfolio managers and impact consultants.

The team is led by a Portfolio Director who sits on the Senior Management Team. The Portfolio Director has 5 direct reports: a Deputy Portfolio Director, three Sector Leads (who lead our work in School engagement, School attainment and Employment Sectors) and an Impact Lead. Sector Leads line manage 6 Investment Directors. Investment Directors line manage Investment Managers (currently 6). Investment Directors and Investment Managers tend to primarily focus on a sector but might have mixed portfolios, depending on need, experience and interest.

The Investment Team has a good track record of role progression. All four Leads and a number of our Investment Directors were promoted from within the team.

The team is passionate, rigorous, determined, creative and warm. We come from a range of backgrounds and bring a broad mix of perspectives.  We care deeply for our colleagues, our portfolio partners and the young people we serve.

​About this role

We believe that all young people deserve to succeed in school and in work, whatever their background. We are pleased to be able to expand our team to support our growing portfolio of charity and non-profit partners, in order to reach and impact more lives. The role of Investment Manager presents an exciting opportunity to contribute meaningfully to the organisations we serve, the team itself, and the whole of Impetus.

We support a portfolio of 23 high potential charity and non-profit partners in the youth sector, helping them deliver benchmark-beating employment and education outcomes for young people, and to grow.

We believe the strength of our approach resides in three things:
1. Building deep, trust-based sustainable relationships with charity leaders by, investing time, kindness, integrity and honesty
2. Providing our charities multi-year, unrestricted funding to help them become sector-leading organisations and scale their impact
3. Offering tailored advice to charity leaders’ most pressing and strategic questions, including their mission, programme design, performance management, growth planning, and financial resilience.

Working with our portfolio partners is a privilege. The leaders we support are incredibly talented, passionate and keen for external advice, and the issues we work through with them are stimulating and stretching. Our senior management relationships are some of the most fulfilling relationships many of us have had in our careers. The growth and impact performance of our partners are testament to their commitment to disadvantaged young people and the influence we have on their development.

Partners and funders often comment on the quality of our people. Our team is analytical and data driven; we are deeply relational, low-ego and collaborative. We actively invest in our colleagues holding regular training and community of practice sessions, and use skills-based assessments to tailor development.

As an organisation we seek to embed diversity of thought, background and experience in every aspect of our work and actively challenge our assumptions to better deliver change. Over the past two years we have taken action to help reduce racial inequality in the youth sector. In 2021 we launched our Connect Fund to support diverse leaders and their robust solutions to the entrenched employment gap faced by young people from ethnic minority backgrounds compared with their white peers. We have also built a highly regarded Leadership Academy for emerging youth sector leaders from ethnic minority backgrounds, with generous from Bank of America and State Street Foundation.

If you are looking for a role combining strategic thinking, analytical insight and influencing emerging leaders, as well as the opportunity to work with a supportive team to transform young lives, I hope you will apply to work with us.

I look forward to hearing from you.

Sebastien Ergas
Portfolio Director

Key responsibilities

Finding high potential charities and non-profit organisations to join our portfolio

• Supporting the annual cycle of identifying new investments - mapping the landscape of charities in thematic areas (e.g. Apprenticeships and Skills), conducting structured analysis of key impact and financial data and reviewing the current evidence base to identify high potential charities and inform options for Investment Directors.
• ​Contributing to due diligence of new organisations by reviewing quantitative and qualitative charity information ) and preparing clear assessments of suitability for investment; This includes considering impact and scale potential, financial stability and summarising risks and recommendations for senior review. Requires strong relationship management, in co-ordination with Investment Directors, when engaging with potential charity partners.
• ​Supporting Investment Directors in developing, preparing and presenting high quality investment propositions to our Investment Committee.

Supporting and managing relationships with portfolio partners 

• Working closely with Investment Directors to support portfolio partners across all areas of our work - leadership, impact and sustainability – owning defined(e.g. impact management or financial analysis).
• ​Building trust-based relationships with portfolio partners including senior leaders and  delivery staff, acting as a valued advisor on practice improvement contributing insight and support while escalating strategic issues to Investment Directors and Programme/Impact leads.
• ​Working with Impact teams at portfolio partners to develop and refine impact management practices; including data collection, dashboard development, performance review meetings, programme design and evaluation.
• ​Supporting portfolio partners functional leads (e.g. Director of Impact) to develop as leaders by contributing insights and tools to help drive and strengthen impact-led approaches within their organisations.
• ​Coordinating pro- bono projects leveraging our large network of corporate volunteers to provide targeted support for our portfolio partners in key areas (e.g. strategy, marketing advice, financial analysis).
• ​Supporting Investment Directors with the design and delivery of theory of change workshops, conducting preparatory analysis of charity impact data developing and analysing pre-workshop surveys and co-facilitating workshops.
• ​Supporting the coordination and delivery of Impetus’ quarterly peer learning forums for our portfolio partners, in particular the Impact Forum.
• ​Supporting investment governance by preparing clear and accurate reports for Investment and Steering Committees.

Support to Impetus​

• Developing knowledge and expertise in Education and Youth Employment domains, staying up to date on relevant sector developments and applying this insight to support analysis and decision making.
• ​Working collaboratively on Impetus’ public affairs and philanthropy objectives by contributing evidence, insight and content to case studies, research, policy campaigns, donor reports and events.
• ​Sharing the learning from our work across the team and organisation and supporting communication of insights externally where appropriate.
• ​Working within Impetus strategy, policies and procedures.

Person specification

​Essential​

• A commitment to Impetus’ mission and values
• ​Able to build productive, trust-based relationships internally and with senior external stakeholders including portfolio partners and co-investors, escalating strategic issues to Investment Directors as needed
• ​Strong relationship building and management skills
• ​Highly analytical and numerate, able to draw insights from a range of data sources, with good command of Excel or similar tools
• Clear and strategic thinker; able to clearly and concisely communicate insights and key messages via a range of mediums, including PowerPoint and Word
• ​Proven ability to work independently, within a defined scope and escalate risks promptly
• ​Clear and analytical thinker; keen to work collaboratively with Investment Directors and contribute evidence based insights to team discussions and decision making
• ​Strong planning and time management, able to balance between priorities 
• ​Displays tenacity and initiative in progressing work within agreed frameworks
• ​Growth mind-set; seeks out and acts on feedback
• ​A strong interest in partnering closely with organisations, supporting them to strengthen delivery and impact.
• ​A commitment to equity, diversity and inclusion in our work and our organisation

If you don't tick all these boxes, but still feel that you fit the profile, please apply anyway.

Desirable​

(candidates with one or more of the following may be particularly well suited to the role)

• Experience in consulting, investment management, or other in-depth grant making and capacity building work
• ​Previous experience working with charities. Could be in a previous role, pro-bono volunteer or Trustee capacity
• ​Experience in charity impact management or monitoring, evaluation and learning
• ​Experience working in, or deep understanding of, UK education and youth employment sectors 
• ​Experience facilitating workshops or presenting to larger groups
• ​Financial acumen – including experience supporting financial analysis and modelling, fundraising pipeline development and review of financial information e.g, annual accounts, to assess and identify financial risk
• ​Project Management experience  

​About Impetus

At Impetus, our focus is on helping young people achieve positive education and employment outcomes to increase their chance of leading fulfilling and successful lives, irrespective of their background.​

We tackle the three most difficult challenges that affect a young person’s ability to succeed in life in Britain today: ​

• Lost learning through absence, suspensions, exclusions from school
• Stagnation in education attainment outcomes, which means many are missing out on key qualifications like GCSE English and maths
• The large numbers of young people out of education, training and employment ​

We use our deep expertise and high calibre networks to give the best non-profits working in these sectors the essential ingredients to have a real and lasting impact on the young people they serve.​

Through a powerful combination of long-term funding, direct capacity building support from our experienced team and our pro bono partners, alongside research and policy influencing to drive lasting systems change, we work towards a society where all young people can thrive in school, pass their exams and unlock the doors to sustained employment, for a fulfilling life. ​

We are resolutely focused on outcomes and impact, driven by quality evidence.​

You would be joining a team that is passionate, rigorous, determined, creative and warm. We care deeply for our colleagues, our portfolio partners and the young people we serve.​

Impetus is a registered charity and our charity number is 1152262.​

Our Values​

In 2022 the Impetus staff agreed the following set of Values to act as our guiding principles as an organisation and help us to remain focused on achieving our mission to support young people from disadvantaged backgrounds.

We are brave and curious

We are bold and brave in our pursuit of better outcomes for young people. We lead with curiosity and stay open to new perspectives. We support one another to take considered risks and learn together.

We bring high trust, high challenge

We build strong, long-term relationships through honesty, kindness, integrity, and respect. We create the space for open, constructive challenge, where colleagues, partners and supporters feel safe to speak up, hold each other to account, and bring their best in pursuit of our mission.

We are evidence led and results driven for young people

We pursue excellence for the young people we work with, are wholly committed to better outcomes, unapologetically results driven, and accountable for our actions.

We thrive through diversity

We seek to embed diversity of thought, background and experience in every aspect of our work. We are open, thoughtful and proactive in better understanding and challenging our assumptions to better deliver the change we seek.

We always seek collaboration

We will not succeed alone. We seek meaningful, productive partnerships with others to achieve our mission and drive systems change for young people.

Our commitment to equality, diversity and inclusion

We believe that a diverse workforce leads to an organisation that is more open, creative and gets better results.​

We want our team at Impetus to represent the diversity of the people and communities we serve. We also want our team to be one where different experiences, expertise and perspectives are valued, and where everyone is encouraged to grow and develop.

We want to reach a diverse pool of candidates. We are happy to consider any reasonable adjustments that potential employees may need to in order to be successful.​

We recognise the importance of a good work/life balance. We do everything we can to accommodate flexible working, including working from home, working part-time job shares and other arrangements.​

Please just let us know in your application or at any stage throughout the process (and beyond) if these are options you’d like to explore.​

Impetus is an equal opportunity employer and is determined to ensure that no applicant or employee receives less favourable treatment on the grounds of age, disability, gender reassignment, marriage and civil partnership, race, religion or belief, sex and sexual orientation. We value diversity and welcome applications from people of all backgrounds.

​Our employee benefits ​

Impetus appreciates the invaluable contribution made by all employees and wishes to encourage and reward loyalty, motivation and experience. We therefore offer a range of benefits and policies which aim to assist employees during various stages of their lives and careers. For more information on these, please download the job information pack from our website.

How to apply

Please click on the "Apply for this job" button.​

You will need to:​

• Complete the online form (including the equal opportunities monitoring form)
• Upload a comprehensive CV and supporting statement.​

The supporting statement should be no more than two sides of A4 and should address the criteria in the person specification.​

You should also include the contact details of two referees, one of whom must be your current or most recent employer. Referees will only be approached with your express permission.​

As part of our commitment to flexible working we will consider a range of options for the successful applicant. All options can be discussed at interview stage.​

The deadline for applications is Sunday 29th March 2026, 11:59pm.​

Interviews:​

1st Interviews will take place on w/c 13th April 2026.

2nd Interviews will take place on w/c 20th April 2026.​

You will also be required to provide proof of your eligibility to work in the UK.

Personal Data

Your personal data will be shared for the purposes of the recruitment exercise. This includes our HR team, interviewers (who may include other partners in the project and independent advisors), relevant team managers and our IT service provider if access to the data is necessary for performance of their roles. We do not share your data with other third parties, unless your application for employment is successful and we make you an offer of employment. We will then share your data with former employers to obtain references for you. We do not transfer your data outside the European Economic Area.

In their search for a new Head of Financial Planning and Analysis on a permanent basis, The National Archives are partnering with Robertson Bell.

The Organisation

The National Archives is home to 1,000 years of our nation's histories, from Domesday to Downing Street tweets, our vast collection of archival treasures is as varied as it is inspiring. 

Our mission is to collect and preserve the public record, to connect citizens with their history through unrivalled collections and to partner with archives everywhere. In 2038 we will celebrate the bicentenary of the founding of the Public Record Office, and our 2038 vision is for The National Archives to be the living digital archive of the state. 

With a highly motivated and engaged staff of around 650 based in a beautiful setting in Kew, The National Archives is a surprising and inspirational mixture of talents, from their world-leading experts in history, digital, technology, and conservation to their impressive operational teams delivering public services and providing leadership for the archives sector.  To find out more visit:

The role

Operating within the Finance and Performance Directorate, as Head of Financial Planning and Analysis, you will lead the Finance Business Partner and Senior Management Accounts team. You will develop the financial planning and analysis capabilities of the team that will better support financial decision making across the organisation and effective risk management.  You will lead on The National Archives' financial planning through Spending Reviews and Fiscal Events; ensuring these are reflected and managed internally through budgets, efficiencies and multi-year business planning.

Other responsibilities include:

• Leading the Finance Business Partner and Senior Management Accounts team, providing clear direction, coaching, and support to ensure high-quality professional finance support and advice is provided to the organisation and development of team members.
• Deputising for the Finance Director as required and help lead the Finance and Performance team through periods of change.
• Leading The National Archives' financial planning at single-year and multi-year levels Spending Reviews and other fiscal events.
• Overseeing the annual business planning process to ensure an effective process that allocates budgets and defines key business priorities, and building financial modelling capabilities to support senior managers.
• Delivering timely and accurate management accounts and re-forecasts, presenting key insights and recommendations to the Executive Team, Board, and Committees.
• Acting as a Finance Business Partner, supporting Directorates and budget holders to ensure financial responsibilities are understood, business cases are robust, and governance processes are followed.
• Building strong relationships with internal and external stakeholders, including Directors, Heads of Department, and HM Treasury, ensuring finance is trusted and influences decision-making.
• Promoting and realising the benefits of our ERP system across Directorates and the wider finance function.

Full details of the job role available in the candidate pack

The successful candidate will

• Be qualified with CCAB, CIMA or equivalent with significant financial experience over an extended period of time, including experience in a relevant strategic financial role.
• Have significant experience of leading and motivating a team of finance professionals to deliver against their personal and team objectives and promote excellence.
• Will be an initiative-taking and an effective organiser, which will allow you to work fluidly in a demanding environment, remaining flexible at all times.
• Have the ability to influence and make impact at senior levels and across the organisation through excellent interpersonal and communication skills including building and maintaining networks and relationships.
• Have an excellent personal presentation and written communication skills, including the ability to put complex financial issues into plain language for non-specialist audiences and build this capability within the team.
• Adopt a collaborative approach to problem solving and the ability to consider a number of options and scenarios in order to achieve effective outcomes.
• Have strong analytical skills to identify and interpret trends and improve financial forecast data.
• Be able to lead, promote and embed the use and value

Are you looking to add great value to an already successful finance team? Do you have a strong understanding of budgeting & forecasting? Are you looking for a new challenge? If so then read on….

My client is a leading Charity with a turnover of £100m+ seeking an interim FP&A Manager on an 3–6-month temporary basis.

The main responsibilities of the interim FP&A Manager are:

• Managing competing projects and deadlines including management accounts, cash flow forecasting, and budgeting.
• Support in the creation and testing of forecast and budget templates.
• Building long term models, reserves, cash flow and investment planning at a time of significant organisational transformation.

This is a great opportunity for an experienced, FP&A Manager to come in and hit the ground running with an already established finance team, with an opportunity for flexible working.

My client is looking for:

• Leadership experience in a broad FPA role including budgeting, medium-term forecasting, management accounting all round FP&A experience.
• Must have experience in charity, and commercial organisation leading on financial planning and analysis.
• Experience in budgeting and forecasting is essential.
• ACA/ACCA/CIMA or equivelent qualification

My client can offer flexible working throughout the duration of the contract and an expectation of 2 days a week in the office based in central London and the rest working remotely.

Applications for this role are now under review, and the deadline could well be brought forward if the suitable candidate is found. Therefore, do not delay in submitting your application!

Acorns Children’s Hospice provides specialist care and support for babies, children and young people who are life limited or life threatened. Supporting over 750 children and nearly 1,000 families annually, Acorns is a vital lifeline for families across the West Midlands and Gloucestershire during unimaginably difficult times.

Over the past three years, Acorns’ leadership has strengthened collaboration and innovation across the charity and embedded an organisation-wide fundraising culture. With an integrated fundraising structure and an ambitious £5m appeal ahead, Acorns is continuing to invest in the systems, insight and stewardship that will deepen relationships with supporters and grow long-term income.

Acorns is now seeking a Donor Experience Manager to play a key role in delivering an exceptional supporter experience across the fundraising directorate. Reporting to the Head of Donor Experience, the Donor Experience Manager will lead the delivery of engaging, insight-led donor journeys across multiple fundraising channels.

You will work closely with fundraising, marketing and care teams to ensure that every supporter interaction – from initial engagement through to long-term stewardship – is consistent, personalised and meaningful. Through effective stewardship, compelling communications and strong operational delivery, you will help strengthen supporter relationships and drive long-term retention.

The role will also oversee supporter care operations, ensuring high standards in donation processing, thanking, pledge management and supporter communications. Using CRM data (Donorfy), supporter feedback and insight, you will continuously refine stewardship activity and donor journeys to improve engagement and lifetime value.

As Donor Experience Manager, you will:

• Line manage and develop the Donor Experience Officer, ensuring high standards of supporter care and operational delivery
• Design and deliver multi-channel donor journeys that strengthen engagement, retention and supporter lifetime value
• Manage the annual fundraising communications plan and identify meaningful stewardship opportunities across fundraising activity
• Develop and maintain a central fundraising content library including case studies, stories and impact materials
• Work with fundraising, marketing and care teams to produce compelling supporter communications and impact reports
• Support bespoke stewardship and recognition activity for major donors and high-value supporters
• Champion digital engagement, automation and personalisation across supporter communications
• Lead supporter satisfaction surveys and use insight to continuously improve donor journeys
• Oversee supporter care processes including donation processing, thanking, pledge tracking and supporter enquiries
• Use CRM data (Donorfy) and insight to monitor engagement, retention and supporter behaviour and inform fundraising activity
• Support the delivery of supporter events and contribute to financial monitoring and campaign reporting.

About you

You will bring a strong commitment to excellent supporter care and a passion for delivering meaningful donor experiences.

Organised, collaborative and creative, you will be confident working across teams to deliver engaging stewardship activity while maintaining high operational standards.

Essential skills and experience include:

• Excellent written and verbal communication skills, with experience producing engaging supporter communications
• Experience planning and managing projects or complex workloads across multiple stakeholders
• A strong commitment to delivering outstanding supporter care
• Experience working within a fundraising or supporter-focused team
• Understanding of donor motivation, stewardship and supporter retention
• Experience using CRM systems such as Raiser’s Edge, Salesforce, Donorfy or similar
• Strong organisational skills and attention to detail
• Ability to build collaborative relationships and work effectively across teams
• An analytical mindset with the ability to use insight and feedback to improve supporter engagement.

Employee benefits

Benefits include:

• 27 days annual leave plus bank holidays
• 5 days holiday buyback scheme starting from April 2026
• 7.5% employer pension contribution
• Life assurance scheme (2 x annual salary)
• Retail discounts (including the Blue Light card)
• Cycle to work scheme
• Discounted gym membership
• Access to expert financial health and wellbeing support