Financial planning manager jobs in ,

Turn2us is a national charity tackling poverty and the structural causes of financial insecurity. We work with co-producers and partners to provide people in financial crisis with the means and agency to get back on their feet, build resilience, move forward with their lives and thrive.

As an equal opportunities employer, we are committed to equity, inclusion and diversity and the value people from different backgrounds bring to a team. If, like us, you believe everyone has the right to have enough to live on, and you are ambitious about eradicating poverty, join us and build your career with a charity dedicated to ensuring dignity and equity for all.

We're now looking for an exceptional Senior PR and Press Officer to help us amplify voices, challenge persistent, negative narratives around the social security system, and shift public attitudes about financial insecurity. Ideally, you’ll already have solid PR and press experience within a charity or comparable organisation’s press office, excellent media contacts, and the strategic mindset to put people’s real lives and complex challenges front and centre in your storytelling.

You’ll be someone who writes clearly and persuasively, handles sensitive topics with genuine care, and who’s excited by the challenge of finding creative ways to engage diverse audiences. Your strong relationships with journalists will help us ensure the voices of people facing financial insecurity are represented accurately, widely, and compassionately in the media.

We offer flexible working patterns, both in terms of hours and remote working. All team members come into our welcoming Farringdon office at least once a week, and you'll be joining a warm, supportive team that believes in each other, celebrates great work, and loves what we do.

Please note that all employees are required to work from the office a minimum of 1 day a week.

Some roles may be required to be in the office more often than others and this will be agreed with the hiring manager upon starting at Turn2us.

Please note that all job offers are subject to 2 – 3 satisfactory references and a disclosure satisfactory to Turn2us from the Disclosure & Barring Service (DBS). 

We’re genuinely excited to hear from you.

Closing date: 20th July, 23:59

Interview date: 11 Aug for first interviews, 18 Aug for second interviews

Ivy Rock Partners is proud to be supporting a values-driven organisation in the search for a Finance Business Partner to join their central finance function. This is an excellent opportunity for a commercially minded finance professional who is passionate about influencing strategic decisions and working collaboratively with senior stakeholders.

This is a pivotal dual-focused role with responsibility for:

- Business Partnering: Supporting central (head office) service teams in managing their budgets, identifying financial risks, and translating complex financial information for non-finance stakeholders.

- FP&A: Working closely with the Senior FP&A Manager on organisation-wide budgeting, forecasting and long-term financial planning, including involvement in a 30-year business plan.

- You'll lead the monthly reporting process for central services, improve financial systems and templates, and have the chance to deputise for senior leadership when required.

Key Responsibilities:
- Lead on the month-end process and regular review of management accounts with corporate service teams.

- Deliver annual budgets and quarterly forecasts for Central Services.

- Support long-term financial planning and scenario modelling across the wider organisation.

- Partner with non-finance colleagues to build financial capability and understanding.

- Drive process improvements in financial planning, systems, and reporting.

- Evaluate new initiatives for financial viability and strategic alignment.

We're looking for someone with:

- A full accounting qualification (ACA, ACCA, CIMA, CIPFA or equivalent).

- Strong experience in financial planning, budgeting and reporting in a large or complex organisation.

- Excellent communication skills and confidence engaging with senior stakeholders.

- Proven ability to drive change, improve systems, and build financial understanding across teams.

- Advanced Excel skills and ideally experience with planning software (e.g., Bricks).

Why Join?
This is a unique opportunity to work for an organisation that truly makes a difference, where finance is seen as a key strategic partner. You’ll join a collaborative and supportive team, gain exposure to senior leadership, and have genuine impact on long-term business planning.

Money Ready envisions a financially fluent population. We teach practical money management skills through impactful financial education programmes - from budgeting and saving to investing.

The Finance Assistant will support the Senior Finance Manager and Finance and Operations Director. They will be responsible for all aspects of sale, purchase and nominal ledger, credit control, payments and various reconciliations. General management account duties will also be required

Key Responsibilities

• Maintain the shared inbox and respond to queries to internal and external contacts in a timely and courteous manner.
• Log purchase invoices into the finance system and request authorisation from budget holders, ensuring that documentation is complete and correct.
• Issue all sales invoices and maintain funders invoicing schedule.
• Request and reconcile supplier statements.
• Ensure finance policies are followed for the set-up of new customers and suppliers.
• Support internal team with expense reimbursements, including maintaining the expenses software and relevant reconciliations. Follow up on missing documentation or evidence of non-compliance.
• Prepare weekly payment runs and issue remittance advices.
• Issue statements to customers and regular credit control activities.
• Check ledgers for missing costs. Identify and resolve missing costs or discrepancies in ledgers.
• Complete reconciliations to ensure payments are allocated and accounted for correctly.
• Reconciliations between the Salesforce and accounting system Assist with month-end and other management accounts functions.
• Support the finance team with other ad-hoc tasks, such as posting journals, payroll and annual audit.

Working across Money Ready

• Work with colleagues across the country as we continue to develop and grow the organisation.
• Contribute to areas of the organisation that are ‘outside’ your immediate focus, acting as trusted counsel to those in roles or teams that are different to yours.
• Embed yourself into the organisation, recognising that our strategy and business plan are yours to deliver and that our culture is shaped with you and by you.

Experience

• Proven experience in a finance or accounting role in a not-for profit organisation.
• Experience of maintaining records, finance and administrative systems.
• Experience in charity accounting principles.
• Experience of coding purchase invoices and requesting authorisation from signatories.

Skills and abilities

• High attention to detail and numerical accuracy.
• Excellent verbal and written skills.
• Ability to work as part of a team.
• Ability and interest in learning new skills.
• Ability to work in a confidential manner.
• Good team player but self-motivated and able to work independently.
• Commitment to openness, honesty, inclusiveness and high standards.
• Willingness to learn and adapt to changing systems and processes.
• Well organised, efficient, proactive and able to meet deadlines.
• Flexible hands-on approach.

Knowledge

• Experience of using Microsoft Office, specifically Excel & Word.
• Experience of working with third parties e.g. suppliers.
• An understanding of financial ledgers, control accounts and reconciliations.
• Ability to interpret financial data.

Working Conditions: Limited travel will be required for attending meetings or events within the UK. Flexibility in working hours may occasionally be needed to meet the demands of the role. Money Ready is committed to equality, effective diversity management, and fostering an inclusive workplace culture

Please submit a CV and supporting statement (max. 2 pages) that outlines how you meet the criteria for the role and your interest in Money Ready. Applications without supporting statements may not be shortlisted. 

This job description is subject to regular review and may evolve to meet the needs of Money Ready, ensuring ongoing alignment with the organisation’s objectives and compliance with relevant legislation. Please also note, this post is subject to satisfactory references, one of which must be from your current or most recent employer, DBS/equivalent checks and the right to work in the UK.

The Diocese in Europe is looking for a strategic leader to develop plans that will grow the scale, impact and depth of the work of the Church of England across the diocese.   The post will be filled by someone with a heart and a motivation to work for the church in a unique international context and with the ability both to work alone and with a range of colleagues and stakeholders.

The Diocese in large in geographical scale and scope but limited in numbers of staff and resources.   The postholder will be confident of their ability to function under such circumstances.

About Finance at Hope into Action 

The Finance function of Hope Into Action is small team comprising the Finance Lead, the Finance Administrator and a volunteer reporting to the Head of Operations. It is largely paperless and supports our 42 staff with accounts payable and receivable functions. It works in conjunction with the other departments to deliver timely, accurate and strategic financial information for both the Executive Team and the Board of Trustees. 

About the role 

The Finance Lead is a key role in enabling Hope into Action fulfil its vision of every church lovingly making a home for those experiencing homelessness.

The role is broad ranging from monitoring the Finance inbox to posting transactions on our Xero accounting system and producing the monthly management accounts within our target of 10 working days from the month end 

In addition, you will support the year end work by producing the schedules required by auditors, take a lead in the annual budgeting process, produce the biannual investor statements and compile the gift aid returns. 

You will be expected to meet regularly with budget holders to help them achieve their targets and/or devise a plan to bring them back on track.

About you 

We are looking for a self-motivated person with a passion for our work, tenants, staff, churches and mission. You will be adaptable and equally comfortable with bank reconciliations as writing a commentary on the management accounts. We employ people of hope where humility, a genuine desire to love and serve others, and strength of character are as important as any job description. This is reflected in our six core values: strength, hope, action, love, open ears (listening) and mutuality, or “Shalom” as we sometimes call them.

You will have a track record of finance experience but also be relatable; able to support staff with little or no financial experience. You should have a passion for the homeless, churches and our vision & values. 

We value diversity and recognise that a diverse team will help us raise our performance in empowering those we serve. We are interested in your individual skills, strengths, knowledge and experience.

About us 

We believe that everyone has the right to a home and churches have the power to meet the tragedy of homelessness in their community.

Starting 15 years ago, we have grown into a mature organisation working with over 100 churches running 126 homes for over 400 tenants.

We have won numerous awards both secular and Christian including from the Guardian newspaper, Homeless Link and Centre for Social Justice.

We provide not just shelter and housing know-how, but also the friendship of a church, we are passionate about harnessing the social, financial and spiritual power of churches to enact real change both in them and our tenants.

Our first home had a real heart for men coming out of prison. Homes are now available for a wide range of people experiencing homelessness: people in recovery from addiction, people sleeping rough, women and children fleeing domestic violence, people coming out of rehab, former prostitutes, refugees, those suffering mental health issues and survivors of human trafficking. 

Roughly, 50% of our homes are in our ‘line-managed cities’ (Peterborough, Norwich, Nottingham, Cambridge), the other 50% are found across a further 30+ towns which we franchise into.  

We encourage others to replicate our model through franchising. The tragedy of homelessness is in every community.   Our vision is for every church to lovingly provide the homeless with a home.

Working at Hope into Action can be incredibly rewarding. We offer the opportunity to work in a supportive and flexible environment.

We are looking for a full-time Finance Lead but would consider a job share.

About us

We’re Breast Cancer Now, the research and support charity. We’re the place to turn to for anything and everything to do with breast cancer. However you’re experiencing breast cancer, we’re here. 

The brightest minds in breast cancer research are here. Making life-saving research happen in labs across the UK and Ireland. Support services, trustworthy breast cancer information and specialist nurses are here. Ready to support you whenever you need it. Dedicated campaigners are here. Fighting for the best possible treatment, services and care for anyone affected by breast cancer.

About the role

This is an exciting opportunity to join the policy, evidence and influencing team. You’ll help us to deliver change for people affected by breast cancer, undertaking research that informs our policy positions.

You’ll develop and deliver a strategy for driving research and insight that supports policy development and provides the basis for our influencing activity. You’ll interpret and summarise existing research in key policy areas and undertake new research - either by designing and delivering it yourself, or commissioning external partners to do this for us - and ensure the results are shared both internally and externally.

About you

You’ll have experience of working in a relevant research role, using a wide range of research methodologies, commissioning research and involving people with lived experience and other stakeholders in your work.

You’ll be an excellent communicator who is able to translate complex information into accessible language, have strong analytical skills, be able to think strategically whilst also having an eye for detail, and experience of managing projects.

Job description and benefits

Please download the job description and our attractive benefits package.

Primary location of role and hybrid working

This role is primarily based in our London office. Our hybrid working model allows you to work up to 3 days per week at home if working 35 hours per week.

When applying

We hope you choose to apply for this role. To support your application, you’ll be asked to submit your anonymised CV and a supporting statement. Please refer to the essential criteria on the person specification and clearly provide as much information as you can with examples, to demonstrate how and where you meet the criteria. If you’ve any immediate questions please contact Breast Cancer Now recruitment. 

As this role is offered on 28 to 35 hours per week, please confirm in your supporting statement the hours you are applying for.

Our commitment to equity, diversity and inclusion

We’re committed to promoting equity, valuing diversity and creating an inclusive environment – for everyone who works for us, works with us, supports us and who we support.

Closing date 15 July 2025 at 9am

Interview date 28 July 2025

Right now, millions of people across the UK are struggling to make ends meet. Whether it’s skipping meals, choosing between heating and rent, or facing unexpected expenses without a safety net — financial insecurity is a daily reality for far too many. At Turn2us, we’re here to change that. We support people in financial crisis to access the help they need and to build long-term financial security.

Every year, we reach millions through our practical tools like our Benefits Calculator and Grants Search, and we provide direct support through our Helpline and grant programmes. We work alongside people with lived experience of poverty to influence policy, shift public narratives, and tackle the root causes of financial insecurity.

Turn2us is serious about tackling financial insecurity both at scale and at its roots. We understand that the measurement and evaluation of our all of our work is absolutely vital to achieving this and helping people thrive. As Head of Impact and Evaluation, you will be responsible for maintaining and evolving frameworks that help all colleagues understand and enhance our impact. This role will support Team Heads and Directors in decisions about prioritising work and assessing innovations that advance our vision of financial security for all. You will also work closely with the Policy Team and external partners on research that deepens our understanding of poverty and financial insecurity, while leading a dedicated team to scale and replicate effective solutions.

We’re looking for someone who sees impact not as a back-office function but as a transformative enabler of our mission. Naturally we want you to bring deep technical expertise, but also empathy, curiosity, and the leadership skills to bring others with you. This role isn’t just about ticking boxes and meeting funder paperwork requirement. It’s about supporting innovation, making crucial decisions about where we focus our efforts, and unlocking the insights that help us deliver a more just and secure society.

We know that Turn2us will benefit from leaders with new perspectives and ways of thinking, so we’re actively encouraging broad interest from impactful leaders who bring transferable skills from a wide range of backgrounds- whether commercial, from civil society, government or education. But an ability and curiosity to learn is key, as is the confidence to acknowledge the things that you don’t know.

This is a genuinely exciting and critical role: for our staff, our partners, and most importantly, the people for whom our organisation exists. We are always eager to receive approaches from people with lived experience of financial insecurity. If you can demonstrate a clear commitment to our values and ethos, and a deep personal commitment to our vision, we’d love to hear from you.

To download a full copy of the candidate brief and learn more about the role, please click the ‘Apply’ button, where you will be redirected to the website of our recruitment partner, Tall Roots. Applications should include a CV and covering letter. If you would like an informal discussion about the role, please email Mark Crowley at Tall Roots.

We are delighted to be working in partnership with a much loved national Charity to recruit them a Relationship Manager on a 5-6 month contract.

About the role

You will be joining a friendly and face paced fundraising team to identify, support and retain regional supporters. You will be responsible for

* Driving engagement across your region (and beyond) to proactively identify, support, and retain supporters.

* Working with the wider Regional Fundraising Team and collaborate on relationships that might be across the UK

*You'll be generating a strong network of community and corporate supporters to secure sustainable income for the charity. You'll also be building a pipeline of prospects of community and corporate to ensure future support.

About you

To be successful in this role you must have
*Demonstrable knowledge of what it takes to proactively identify, develop, and cultivate supporters to maximise income and deliver against KPIs, objectives and the Community Team business plan.

*A good knowledge of the fundraising landscape and opportunities in the UK

*Experience of building and account managing/stewarding a personal portfolio of high value supporters & corporate partners, volunteers and in aid of events to achieve your financial target.

Please note that this is a home based role with travel across the South Coast. You will need access to a car and have a valid driving licence. Please note that applications are been taken on a rolling basis and an immediate start is preferable due to the contract length.

Eden Brown Synergy is an equal opportunities employer.

Eden Brown Limited is a limited company registered in England and Wales with registered number 3643845. Our registered address is 5th floor 4 Coleman Street, London, EC2R 5AR, part of nGAGE Specialist Recruitment Limited T/A nGAGE Talent. Please consider the environment before printing this e-mail. This message is intended solely for the addressee and may contain confidential information. If you have received this message in error, please send it back to us, and immediately and permanently delete it. Do not use, copy or disclose the information contained in this message or in any attachment. We take reasonable precautions to ensure no viruses are present in this email but cannot accept responsibility for any loss or damage sustained as a result of computer viruses and the recipient must ensure that the email (and attachments) are virus free.

We are seeking to appoint a Workforce Education and Training Development Manager to join our team at the British Psychological Society. The role delivers a variety of activity, predominantly linked to the area of pre-qualification such as accreditation, workforce development, qualifications and careers activity. 

This specialist role is integral to the Society’s work in supporting new innovations in workforce development. The key purpose of the role is to manage key initiatives and programmes related to the psychological professions, including apprenticeships development, standards developments, competency mapping, CPD activity and the identification of niche or bespoke education and training offers.

The post-holder will seek to identify and nurture broader access into the psychological professions, whilst ensuring quality is maintained. The role is largely externally facing, with responsibility for building and maintaining relationships with key stakeholders across both the public and private sectors and all four nations. It is responsible for identifying future trends, representing and promoting the society and the psychological professions to external audiences.

In addition, the post-holder will work closely in collaboration with colleagues across the organisation, and external stakeholders, on a wide range of projects relating to the Society’s strategic objectives for Workforce, Education and Training.

To apply, you will need in-depth knowledge of the education and training sector, and experience in quality assurance and enhancement work in an HE, professional body or membership organisation. You must have an awareness of external policy drivers and an understanding of workforce development strategies. You should have sound project management skills and be able to develop strategic connections and partnerships with a variety of individuals. Full details are available on our website. 

This is a real opportunity to make an impact on the development of the wider psychological workforce. 

We offer a friendly, values led working culture with an excellent benefits package that includes: 

• Agile & flexible working 
• Generous leave entitlement 
• Occupational pension scheme 
• Cycle to work scheme / free eye care vouchers / Winter flu vaccinations 
• Tailored learning & development 
• Employee Assistance Programme
• Life Assurance
• Discounts scheme with national organisations

How to apply 

To apply, please send your CV and a covering letter detailing how you meet the criteria in the job profile. The closing date for applications is 23:59 on Friday 18th July. Interviews will be held on-line during the first week of August.

For further information about the role, please contact Gareth Cuttle, Head of Practice. 

The British Psychological Society is committed to a culture of equality, diversity and inclusion. We welcome applications from all sections of the community, irrespective of your background or circumstances. We are only able to accept applications that can demonstrate a right to work in the UK, as we are unable to sponsor people requiring a work visa.

Job description

Job Purpose

To manage and develop the home from hospital settle service in the hospitals that you are responsible for, to support timely and successful patient discharges from hospital and prevent re-admissions.  You will work in collaboration with hospital teams and community teams to lead and manage your team to support the smooth transition from hospital to home for service users.  The service works with people for time limited support (usually up to 6 weeks) to adjust and settle back in their homes, and to prevent readmission into hospital. 

Key Tasks

• Work in partnership with the hospitals and other health and social care professionals to coordinate safe and timely discharges for referred clients.  This involves attending meetings with hospital personnel including Discharge Co-ordinators and Ward Managers to discuss discharges and plan who and how individuals will be supported as appropriate. 
• Manage a team working across two hospitals and ensuring the service is available between the contracted hours.
• Work collaboratively with other agencies providing support services.
• Conduct initial assessments of people referred to the services as necessary.
• Plan and develop person centred interventions to provide short term support for people after hospital discharge.
• Work with GPs as appropriate in identifying and supporting patients to reduce unnecessary hospital admissions.
• Work with people with a range of needs, dealing with issues ranging from social isolation and keeping people engaged in their community, to preventing unnecessary admission to hospital.
• Support the hospitals with delayed transfer of care (DTOC).
• Coordinate and monitor the caseload of referrals allocated to team members to ensure a fair and manageable distribution of work.
• Rota planning to ensure staff flexibility and availability, enabling planned rosters that best suit both hospital and patient needs.
• Develop your team which includes; supervision, appraisal, planning of continued professional development opportunities and training needs.
• Conduct regular management audits to ensure a consistent way of working and identify development and training needs in the team or individual.
• Develop and deliver a flexible service that can respond to peaks and troughs in demand.
• Ensure the service is meeting key performance indicators, and identify any concerns e.g. demand for the service exceeding the levels in the contract and taking proactive action to address this.
• Monitor performance of the services against KPIs and produce reports to demonstrate performance.
• Deliver front-line services when needed, e.g. sickness or staff shortages.  This is by exception rather than you regularly doing support work.
• Manage the budget, sign-off expenses, and ensure the project is delivered to budget, liaising with the Finance Department as necessary.
• Support the directorate with generating funding e.g. being actively involved in consultation of possible projects, providing activity data, opportunity spotting, and/or supporting the production of tenders.
• Occasionally provide weekend on call cover for the services you manage, and other hospital settle services provided by AUKEL.

Administration

• Lead on contract reporting, this includes quarterly annual and ad hoc reports
• Carry out annual customer service surveys.
• Maintain electronic records of referrals and interventions to assess service impact, support local improvements, and report on KPIs
• Meet and produce reports as required by the Head of Service.
• Ensure patient records are regularly updated through AUKEL database, and support staff to complete their administration via training etc.
• Work with the Communications team and the Head of Service, market and promote the service.
• Build and circulate a resource pack for the wider AUKEL team to generate referrals between services delivered by the charity.

 Quality

• Be familiar with and implement AUKEL policies and procedures.
• Ensure the service is delivered in accordance with Care Quality Commission principles.
• Ensure a cycle of continuous improvement by taking a “lessons learnt” review approach.
• Ensure that the requirements of the contract specification for the services are met.
• Ensure integration with other AUKEL projects, and service users are referred/sign-posted to appropriate support services available to them.
• Respond to safeguarding or other concerns and take appropriate reporting and management action.
• Lead on recruitment of staff for your team, and support others at AUKEL.

 Liaison

• Represent AUKEL and participate in appropriate external meetings and events and remain aware of local, regional and national issues affecting AUKEL clients.
• Develop external relationships with stakeholders, and build positive connections with health and social care partners
• Attend contract management meetings with commissioners alongside the Head of Hospital and Home Services.

General

• Meet regularly with line manager for support, supervision and appraisal.
• Attend team and staff meetings, (and other meetings) as required.
• Complete any training required to fulfil the post.
• Carry out the duties of the post in accordance with AUKEL’s policies and procedures including Equal Opportunities, Health & Safety, Confidentiality, Complaints, GDPR, Safeguarding Vulnerable Adults, Safeguarding, and Care Quality Commission (CQC) guidelines.
• Other duties which are consistent and commensurate with the responsibilities of the post and the needs and development of the Hospital Home and Settle Service.

 Functional Links

• The Home and Settle Manager is line managed by the Head of Hospital and Home Services
• The Home and Settle Manager line manages:
  • Project Officers
  • Discharge and Settle Workers
  • Volunteers
• Close working is required with Age UK East London Finance Team
• Close working with Information, Advice, Advocacy & Befriending Services
• Handyperson services
• Close working with Age UK East London Community Services
• Close working with other take home and settle services across east London

Person Specification

Experience

Essential

• Minimum of 2 years’ experience of people management including line management and team leadership.
• Minimum of 2 years’ experience of delivering services within a health or care setting at a level reflecting the responsibilities of the post.
• Of project recording and reporting to funders.
• Of leading service development and improvement and managing the change process.

Desirable

• Experience of working with older people
• Experience of working within a hospital discharge setting.
• NVQ Level 2 Health & Social Care or Care Certificate

Knowledge & Understanding

Essential

• Understanding of the impact of discrimination and disadvantage on the lives of people and ability to work in a trauma-informed manner. 
• Understanding of NHS hospital discharge procedures.
• Understanding and commitment to safeguarding and promoting the welfare of vulnerable adults and their carers. 
• Understand of and commitment to equity, diversity, inclusion and dignity

Desirable

• Knowledge and understanding of NHS England legislation regarding Avoiding Unplanned Admission Care Plans.
• Knowledge of project financial budgeting
• Knowledge of CQC fundamental standards
• Understanding of impact on the Mental Capacity Act 2005 & Liberty Protection Safeguards 2020 within the hospital setting

Skills/Attributes

Essential

• Excellent interpersonal skills.
• Excellent verbal and written communication skills.
• Good planning and organisational skills
• Ability to work calmly under pressure.
• Intermediate IT skills
• Data analysis skills

Desirable

• Ability to speak one or more community languages

Additional Requirements

• This post is subject to the relevant check through the Disclosure & Barring Service (DBS)
• Flexibility in working hours to meet organisational needs
• The post holder will work with standard Office365 server-based computer system
• Occasional weekend and evening working may be required

Location: You can be based near one of the following office locations - Birmingham, Cardiff, Glasgow, Liverpool, London, or Newcastle.

We operate a hybrid model of work i.e. a combination of in-person and remote, with flexible days in the office depending on business need and your preferences. We would typically expect in-office attendance an average of one day per week.

Contract: Full-time, Permanent

Hours: We are looking for the right candidate and while we envisage this being a full-time role (37.5 hours per week) we are very open to flexible working arrangements such as part-time, compressed hours, flexitime and job-shares. 

Occasional/frequent evening or weekend work may be required, for which time off in lieu (TOIL) will be given. 

Ideal start date: ASAP, as agreed with candidate 

We’ll also need:

•  Proof of your right to work in the UK - regretfully we’re currently unable to offer sponsorships at this time.
• References
• To conduct relevant DBS or PVGs checks for Safeguarding purposes if you are offered the role in line with our Safer Recruitment practices.

The Opportunity

The Finance and Operations Officer’s purpose is to work within the Operations Team to provide essential financial and operational support for the whole charity.  
 

Key responsibilities for finance range from providing advice and support for the whole staff team, important day to day and monthly financial processing for key stakeholders and assisting with the budgeting and forecasting process. 

1. Finance

• Support the Finance and Operations Manager (FM) to prepare and deliver accurate and regular management information including monthly management accounts, budgets and forecasts, one-off finance reports, reporting for funders including grants and trusts, including end of project reporting. 
• Monitor the day-to-day financial management and cash flow of the Social Mobility Foundation (SMF) working closely with the FM, Head of Finance & Operations (HFO), Operations and Fundraising teams. 
• Prepare payment runs for invoices and expenses, update weekly payments received reports and work closely with the Fundraising team to ensure expected income has been received. 
• Support the FM, alongside our appointed accountants, to prepare audited Year End Accounts, and work to ensure the Accounts are completed, approved, and filed on time. 
• Support the FM to manage and improve our financial systems and procedures, streamlining internal processes to ensure they are effective and safeguard the finances of the organisation.  
• Support the FM to devise and implement effective and efficient procedures, including the introduction of a purchase order system. From time to time, you may be requested to support the FM to maintain the payroll function of the organisation. 

 
2. Operations and Administration 

• Support the organisation, in ensuring that all staff and volunteers are aware of and trained in the relevant Data Protection policy and procedures and ensure that data protection laws are being adhered to in relation to the storage of data. Run the data deletion process where such requests are received in compliance with GDPR legislation. 
• Support the HFO and FM in overseeing operational matters such as SMF office administration, maintaining the asset register, insurance renewals, and Health & Safety compliance; act as point of contact for suppliers and service providers, including property managers, utility companies, couriers and cleaners; maintaining contracts and leases with office providers; purchasing office supplies & equipment and ensuring adequate stock levels are kept. 
• Support the wider organisation through appropriate administrative tasks, for example the programme delivery team to ensure a good experience for students, particularly during the residential programmes 
• Support the HR team with processes such as ordering laptops for new staff and communicating, updating and maintaining office policies contained in the Office handbook  
• Undertake research activities to support Operations Team projects, for example potential new suppliers, benchmarking exercises and contract renewals 

3. Strategic Responsibilities 

• Support with training staff on finance processes, fraud awareness, data protection, and other areas of operations.  
• Being a point of contact for all staff on finance and operations including office administration 
• Ensure appropriate adherence to our financial and operational policies and procedures supporting the organisation to enact the highest standards, balancing that whilst processes are appropriately followed, they are not followed to the point where they compromise the standards or outcomes desired. 

Need to know

• IT skills:  Experience of using Microsoft Office, particularly Excel functions. Experience of using or awareness of any accounting and/or CRM (Salesforce) software.
• Accounting knowledge: Some understanding of basic bookkeeping would be preferable, including the importance of accurate and timely information for the running of the charity and an ability to maintain confidentiality. 

Please see the full job description attached for a more detailed person specification. 

Benefits

Annual leave
33/34 days (England & Wales and Scotland respectively - includes bank and public holidays).

Other benefits
Cycle to Work Scheme; Employer pension contributions of 5% of qualifying earnings; Employee Assistance Programme available to staff and their family; Flexible work options such as hybrid working, flexitime, part-time; Regular staff team building and business planning “away days”.

How to Apply

Interested candidates should apply by submitting the following information to our application portal Pinpoint by 23:59PM, Sunday 13th July.
 

1.  Why would you like to work at the Social Mobility Foundation? (max. 500 words)
2.  What makes you a suitable candidate for the role? (max. 500 words)

Please note that generic applications and CV’s will not be considered. 
 

Interviews: First round interviews will take place between 14th July and 18th July with multiple slots available at different times throughout the working day.

At Children’s University Trust, we believe every child deserves the opportunity to thrive through learning beyond the classroom. We’re a small, passionate team with bold ambitions to expand our impact – and we’re looking for an equally ambitious Business Development and Community Partnership Manager to lead the way.

This is more than just a development role. It's about building sustainable growth strategies, forging powerful partnerships, and shaping a future where opportunity is no longer defined by postcode or circumstance.

As our Business Development and Community Partnership Manager, you will take the lead in shaping and implementing visionary, data-driven growth strategies across three vital areas:

• Place-based memberships with schools, universities, councils’ departments, and third sector organisations.
• Individual “at home” subscriptions for children in areas without direct Children’s University provision or those who do not engage with traditional education.
• Strategic business partnerships with corporates and SMEs, securing vital funding and in-kind support.

You’ll be a key figure in our next phase of growth — identifying new opportunities, building meaningful relationships, and helping us scale our reach across the UK.

Key Responsibilities

• Drive new business activity and revenue growth across all three strategic areas.
• Build a strong, inclusive pipeline of potential members, partners, and funders.
• Manage and nurture relationships from first contact through to long-term collaboration.
• Use data and insight to shape decision-making and report progress to the board.
• Be a passionate ambassador for Children’s University at events, conferences, and online.

We’re Looking for Someone Who:

• Has a proven track record in income generation, partnerships or sales – all sector’s welcome!
• Is passionate about improving the lives of children and young people.
• Is a strategic thinker with the energy of a new business developer.
• Has the confidence to influence senior stakeholders and the empathy to build trust.
• Brings a creative, collaborative, and resilient mindset.
• Thrives in a fast-paced, flexible, remote-first environment.

Why Join Us?

• A unique chance to shape a growing national charity’s development strategy.
• A collaborative, driven team that values innovation and purpose.
• Flexible working, with one day a week in Manchester.
• An opportunity to truly change lives through education and opportunity.

If you’re excited by the chance to lead sustainable growth with purpose, and you want your work to matter, we want to hear from you.

Apply today and be part of a team creating a brighter future for children across the UK.

‘Communication is one of the most important things, and I feel the ESU has set us up for life.’ Schools’ Mace 2024 participant  

 Oracy gives young people the skills and confidence to shape their lives and to build a more connected and cooperative world   

Both nationally and internationally, public discussion and political debate are increasingly polarised and divided. Social media, fake news and new technologies such as AI can create echo chambers, where claims pass unchallenged, and different views are hard to find. The English-Speaking Union shows that there is a more constructive and collaborative path.  The ESU was founded in 1918 to build greater understanding and friendships between people and nations. We are an educational charity with international reach, with an ESU in over 50 countries. Today our work is focussed on training young people in oracy – speaking and listening skills, in critical thinking and self-expression - to build skilful communicators and engaged citizens and leaders.  

The English-Speaking Union and our work is more important now than ever.  

Overview of the Team  

The Corporate Services team provides essential strategic and operational support across the organisation. Our governance function oversees compliance, risk management, and performance frameworks. The finance team manages budgets, financial planning, and reporting. All of this contributes to effective decision making. We are also responsible for looking after our properties, which includes maintaining oversight of two commercial leases, and maintaining Dartmouth House which is a grade II* listed events venue and our Head Office in Mayfair.

 Purpose of this role  

The Senior Governance Officer will provide high quality support to the Board of Trustees and its sub-Committees, and the Chief Operating Officer. This role will work closely with the Executive Assistant to the Director General. 

This role is ideal for someone who enjoys being at the heart of an organisation’s operations—helping to keep the corporate services running smoothly, so that our Education and Supporter teams can focus on delivering impact through our programmes. 

Responsibilities and Expectations  

• Provide governance support including the preparation and timely circulation of agendas, papers, minutes and action logs for Board and Committee meetings. 
• Monitor and report on progress against Board and Committee actions, ensuring timely follow-up and delivery. 
• Ensure the charity complies with statutory, regulatory and sector best practice, including maintenance of key registers including the risk register, gift & hospitality register, declarations of interest, and compliance trackers. 
• Maintain the organisation’s contract register, tracking review dates and supporting internal contract reviews and renewals. 
• Provide high-quality administrative and organisational support to the Chief Operating Officer, helping to ensure smooth day-to-day operations. 
• Assist with the planning and delivery of the annual external audit, working with colleagues and auditors to meet key deadlines. 
• Support the delivery of the annual Board effectiveness review, gathering feedback and helping to implement improvements. 
• Facilitate due diligence checks as needed, liaising with legal advisors to ensure accuracy and compliance. 
• Deliver one-off projects and provide flexible support across the Corporate Services team as required. 

Skills and Experience  

• A good understanding of Charities Act and Charity Governance Code. 
• A track record of providing secretariat support, including minute taking. 
• Excellent administrative skills, highly organised with very good attention to detail. 
• A tactful and conscientious individual who can navigate through complex situations 
• Understands the importance of maintaining confidentiality
• Strong written and oral communication skills. 
• A motivated self-starter who can quickly translate issues into solutions. 
• A team player who can quickly build trusted relationships at all levels. 
• Strong communication and interpersonal skills. 
• Can confidently and professionally challenge and hold people to account. 
• The ability to manage several projects simultaneously whilst working at a high standard.
• Excellent IT skills including Microsoft Office. 

• 28 Days Annul leave plus bank holidays
• Enhanced pension
• Cycle to work scheme
• Group life cover
• Employee Assistance
• Virtual GP
• Season Ticket Loan

About WA-UK

The Welfare Association (WA-UK) is a UK registered charity supporting transformative development projects and humanitarian relief interventions to empower and benefit Palestinian communities in the West Bank, Gaza and the refugee camps in Lebanon.  WA-UK partners with Taawon and its network of local Palestinian organisations and international actors operating in the region.  WA-UK projects in the sectors of health, education and development are the outcome of a locally led needs assessment exercise and are designed in consultation with its partners and implemented by local actors.

WA-UK is governed by a Board of Trustees.

Job purpose: We are seeking a motivated, experienced Fundraising & Public Interface Officer who will work with the Board to deliver WA-UK’s objectives by growing its income from a diverse funding pool including but not limited to trusts & foundations, legacy and individual giving and community giving.  You will develop WA-UK’s fundraising strategy (online and offline) and lead on its implementation. The post holder will be responsible for increasing the charity’s public profile and oversee the daily operation of the charity.  Leading a small innovative and dynamic team, you will also be exposed to other areas of work events and communications. 

Duties & Key Responsibilities

Development and implementation of fundraising strategies

Guided by WA-UK’s objectives and strategic priorities the postholder will:

· develop a fundraising strategy, set targets and take proactive steps to implement the strategy;

· consolidate, strengthen and build on donor and stakeholder engagement and maximize income generation through strategies developed in coordination with partners; 

· develop a portfolio of donors and ensure that their objectives and needs are met;

· lead on the growth and quality of institutional funding sources; consolidate and strengthen existing institutional donor relations; revitalise any dormant institutional donor relations;

· support the programme officer to prepare, submit and present proposals and concept notes to donors;

· with the programme officer, maintain and manage a donor reporting calendar to ensure production of timely and appropriate reports that demonstrate the impact of their grants;

· significantly expand the charity’s funding and support base; aim to increase regular monthly/ annual donations;

· with the communications officer develop and implement strategies to grow and retain support of individual and community donors;

· identify, research, and develop major givers, whether giving as individuals or through trusts or companies;

· ensure that all major donors are provided with the highest level of stewardship;

· with the communication officer and key partners, plan and deliver campaigns and events; develop online strategies and coordinate messaging to raise funds for appeals and projects.

· ensure the upkeep of a database and filing system on all existing and prospective donors;

· monitor and apply for grants to enable the charity to advance its objectives.

Public interface and outreach activities

The postholder will:

· promote the charity’s public profile including through participation in diverse fora including with other stakeholders, charities, NGOs;

· attend networking events if/when needed and speak on behalf of the charity; and

· plan for and run at least two public outreach and/or fundraising events per year including with partners.

Leadership for staff and supporting the board of trustees

The appointee will:

· lead and manage a small team of staff;

· oversee the daily operation of the charity including compliance with relevant laws and regulations;

· ensure the financial stability of the charity;

· provide regular briefings to trustees and if required prepare documents and agendas for board meetings; and

· contribute to the content of reports issued by and for the board including the annual reports.

Person Specification

Qualifications

We seek an appointee with strong literacy, numeracy, and analytical skills, backed by critical

thinking, problem-solving, and effective communication skills, demonstrated through relevant

qualifications or experience. You will be a team player who is proactive, driven and ambitious to excel with good attention to detail.  

Essential experience

· a track record of developing and delivering successful fundraising activities across a broad fundraising portfolio.

· a track record of securing grants from UK- and overseas-based institutional donors.

· experience of stewardship, running campaigns and events.

· experience of writing & presenting cases for support, letters, and reports.

· a track record of managing a team.

Desirable experience

· experience and good understanding of engaging with high-value supporters.

· experience of investigating, collating, summarising, and disseminating research.

· experience of preparing high-quality grant applications.

· experience of using a database to support prospect targeting and research.

Essential knowledge and skills

· knowledge of donor compliance requirements. 

· excellent leadership and team-working skills. 

· compelling presentation skills and confident public speaking.

· excellent reporting skills both narratively and financially.

· ability to confidentially deal with all levels of staff and key stakeholders with tact and integrity.

Personal qualities and competencies

· strong interpersonal skills.

· be driven, proactive, focussed, and able to spot and create opportunities.

· strong organisation/planning skills and ability to plan and deliver against targets.

· strong time management skills and ability to prioritise, multi-task and work under pressure.

· ability to deal with information confidentially and respond with sensitivity.

· ability to resolve differences and negotiate to accommodate difference.

· Arabic language skills

· advanced computer skills in MS Office, especially Excel and Word.

· strong attention to detail, organisational and problem-solving skills, and the ability to work independently and under pressure.

Personal attributes and other requirements

• ability to work weekends/evenings on occasion to support events and other activities in the UK, and to travel overseas where necessary.

• commitment to a zero-tolerance policy on sexual exploitation & abuse/safeguarding.

• commitment to anti-discriminatory practice and equal opportunities.

• ability to apply awareness of diversity issues to all areas of work.

• able to work flexibly in emergencies and meet deadlines.

• a commitment to WA-UK’s vision, mission and values and a passion for empowering Palestinians.

• commitment to abide by organisational policies, codes of conduct and practices.

• Commitment to treat with confidentiality any data or sensitive information about individuals, organisations, clients, and employees at WA-UK.