Financial planning manager jobs in ,

The Charity

Urban Synergy is a social mobility charity on a mission to help 50,000 9-24 years increase their social mobility by 2027. 

Our proven programmes inspire and mentor young people to increase their financial independence, social mobility and create happier, safer communities.

We believe in a world where no-one’s background ever holds them back.

Role Summary:

Are you a proactive, organised, and people-focused professional passionate about empowering young people? We’re looking for a passionate individual to join our team to connect schools, role models, and young people through our programmes. You will be involved in coordinating and facilitating our various programmes creating life-changing opportunities for the next generation. If you thrive on building relationships, delivering impactful events, and making a real difference, this role is for you.

Main Purpose of the Role 

• Facilitate in-person and online events such as Career talks, speed mentoring, mock interviews, and corporate insight days
   

• Secure and recruit volunteers and manage communications and logistics for our school engagement events
   

• Ensure events run smoothly and provide a fulfilling inclusive experience for young people
   

• Support the planning and delivery of mentor training sessions and assist with ongoing mentor engagement
   

• Maintain accurate records using CRM systems and other internal tools
   

• Collaborate with internal teams to ensure alignment with organisational goals
   

• Build and manage positive relationships with schools, speakers, and volunteers
   

• Gather feedback from events to support continuous improvement and reporting

Skills Required

• Excellent organisational and administrative skills.

• Strong communication and interpersonal skills.

• Experience in event planning and hosting.

• Experience in facilitating training or workshops.

• Ability to work independently and as part of a team.

Desirable Skills:

• Experience working with schools, young people, or community organisations.

• Knowledge of mentoring programmes and youth development initiatives.

• Social media or marketing skills to promote events and engage participants.

Benefits

Hybrid Working

25 days holiday plus bank holidays

Pension

About the role:

We are seeking passionate and driven individuals to join our dynamic and supportive team in Tower Hamlets, where every day brings the opportunity to make a lasting impact. Our service works in partnership with the Ministry of Justice and St Mungo’s to deliver a pan-London Housing Advice and Interventions Service, launched in June 2021. At the heart of this work is a commitment to empowering people on probation to move forward with stable, secure housing, often a critical turning point in their journey. As a member of our team, you will be co-located within probation offices and will work closely with Probation Services, ensuring clients receive the guidance and practical help they need to either maintain their current accommodation or access new housing options.

In this role, you will support a caseload of clients across designated boroughs, undertaking in-depth assessments to identify their housing, employment and financial needs. Through tailored advice and focused support, you will help them access appropriate services, build their independence and make meaningful progress towards a more secure future. The work you do will directly shape the course of people’s lives, helping them overcome barriers and take confident steps toward long-term stability. Whether you’re delivering frontline support or navigating complex systems alongside clients, your work will be deeply valued and impactful.

We welcome individuals from a range of backgrounds, including those with relevant experience, graduates, or those with transferable skills who are keen to build a career in this field. At Single Homeless Project, we are committed to the ongoing development of our staff, with a strong track record of internal progression into senior and management roles. This is more than a job – it’s a chance to be part of an organisation that invests in your growth while transforming lives across London. 

About you:

• Some understanding of working in supported housing or floating support services, with a demonstrable knowledge of Housing and other related Legislation or a relevant qualification.
• Experience of managing complex and difficult situations in relation to vulnerable client group(s). 
• Ability to effectively liaise with a range of service providers or agencies in order to establish or improve services for clients. 
• An understanding of the principles underlying a quality service, and customer focused, with proven ability to empower service users. 
• Ability to be self-motivating, work under pressure, and manage time effectively, prioritising different areas of work according to need.

About us:

Single Homeless Project is a London-wide charity. Our vision is of a society where everyone has a place to call home and the chance to live a fulfilling life.

We help single Londoners by preventing homelessness, providing support and accommodation, promoting wellbeing, enhancing opportunity, and being a voice for change. From supporting people in crisis to helping people take the final steps towards independence and employment, we make a difference to 12,000 lives every year across all 32 boroughs.

We offer you more than a job; we offer you a chance to be part of a compassionate, driven team that's committed to making a real difference in people's lives. You'll have the opportunity to lead, co-create, and inspire change while enjoying a collaborative, growth-oriented environment.

Join us in creating a brighter, more hopeful future for individuals in need. 

Important info:

Closing date: Tuesday 20th May at Midnight

Interview date: Wednesday 4th June online via Microsoft Teams

This post will require an Enhanced DBS check to be processed (by SHP) for the successful applicant. 

About VODG

The Voluntary Organisations Disability Group (VODG) represents over 130 organisations within the voluntary sector whose work is focused on enabling disabled people of all ages to live the lives they choose. VODG believes that an ambitious, reliable and vibrant voluntary sector that works together is critical to achieving this aim.

VODG’s mission is focused on two key areas – enabling our members to be the best they can and improving the environment in which our members operate.

VODG believes that our membership approach and operations should centre around the views of disabled people and be influenced by professional expertise.

Introduction to the role

The coordinator role is crucial in enhancing the productivity and efficiency of the leadership team within the organisation. Serving as a central point of contact, this position involves a diverse range of responsibilities, from managing executives' calendars and coordinating meetings to handling communications with professionalism and discretion. By implementing improvements to organisational processes and maintaining meticulous record-keeping, the coordinator role contributes significantly to the smooth operation of daily activities of the organisation.

Additionally, the role involves coordinating events, assisting with project administration, and supporting financial reporting, all while embodying the core values of the organisation.

This position not only demands strong organisational skills but also a proactive approach to achieving corporate objectives and fostering a collaborative work environment. 

Purpose of role 

The Operations Coordinator will: 

• Act as a central point of contact, managing executive calendars, coordinating meetings, and facilitating effective communication while maintaining a high level of professionalism and discretion. 

• Be responsible for improving organisational processes, ensuring meticulous record-keeping, and contributing to the seamless execution of daily activities.

• Coordinate events, project administration, and financial reporting, all aligned with the organisation's core values. 

Specific responsibilities and duties 

Administrative Support  

• Assist with a variety of administrative tasks that enhance the productivity of the leadership team, such as scheduling and coordinating meetings, managing executives' calendars with attention to priorities, and organising files and documentation for easy access.

• Identify and implement improvements to existing organisational processes and procedures to boost efficiency, ensuring that the team can operate at maximum effectiveness. 

Communications  

• Act as a central point of contact for both internal team members and external stakeholders, handling communications with a professional demeanor.

Meetings  

• Collaborate closely with the Business and Operations Manager to support the overall management of meetings, including preparing detailed agendas, taking comprehensive minutes during meetings, and circulating documents to all participants in a timely manner, ensuring that all follow-up actions are clearly outlined. 

Event Coordination 

• Coordinate a variety of events and meetings, supporting logistics such as venue selection, catering orders, accessability requirements and technical arrangements.

• Assist in the planning and scheduling of member events and meetings, ensuring all details are attended to, such as invitations, attendee confirmations, and venue preparations. 

Project Administration 

• Maintain comprehensive administrative records relevant to projects, ensuring that all documentation is current and easily accessible to project team members. 

Record Keeping 

• Establish and maintain accurate records, comprehensive databases, and organised documentation related to office operations and employee activities, including diligent management of the CRM system to ensure timely updates and accuracy of information. 

Finance 

• Assist with the preparation of financial statements and reports, maintaining accurate and organised accounting records, and supporting the reconciliation of accounts to ensure data integrity.

General 

• Support the organisation to achieve its corporate objectives. 

• Be a proactive and professional representative of VODG and its values at all times, including in relation to the prioritisation of your own responsibilities and professional development. 

• Undertake such duties as may be deemed necessary by the CEO and/or the line manager that are commensurate with the level of this post. 

Role Overview
The Partnerships and Development Manager role will support delivery on Nest Insight's fundraising strategy and help develop and maintain our funding partnerships, working closely with a supportive and collaborative team.
They will be responsible for:

- Day-to-day management of Nest Insight’s funding partnerships
- Researching and identifying new funding opportunities and new relationships to cultivate
- Helping to develop and coordinate funding proposals and presentations
- Coordination of funder reporting
- Supporting delivery on branding and crediting commitments and development of fundraising messages and materials
- Managing payment and reporting processes
- Internal championing of funders’ requirements and objectives; looking for opportunities to overdeliver, in line with our mission and values.

We are open to discussing working patterns, including job share options.

We welcome all internal applicants to apply for our roles, regardless of your current working pattern or hours. We will aim to accommodate your request and match your current working arrangements.
 
Don't worry if you think you don't have all the key skills, it might be worth taking the few minutes to apply as we're good at spotting potential and offer a generous training budget.
 
Please download a full job description to find a full scope, deliverables, experience and personal attributes required for this role.
Reward and recognition

- A discretionary bonus scheme
- Reward and recognition scheme
- Enhanced auto enrolled pension – your contributions start at the default 5% while ours are higher at 8%. If you up your contributions to 6% we raise ours to 9%. If you contribute 7% or more we’ll contribute 10%.
- Income protection scheme – is an insurance benefit that provides you with income if you cannot work due to illness or incapacity.

Click here to see the benefits we offer at Nest.
 
Flexible and agile working
Everyone's personal situation is different.
To make the most out of hybrid working, we've introduced different ways of working, which include (subject to role requirements):

- hybrid of office (Canary Wharf, London) and home working (there will be an expectation to attend the office, once - twice a week, or more, as required)  
- reduce or vary working hours
- reduce or vary the days worked
- work compressed hours
- job share

For more information about our recruitment process click here
 
Directorate/Department Overview
Nest Insight is a public-benefit research and innovation centre set up by Nest Corporation in 2016 to find ways to support low- and moderate-income workers to be financially secure, both today and into retirement.
 
We conduct rigorous, cutting-edge research, working collaboratively with industry and academic partners to understand the needs and behaviours of the new generation of savers created by the UK’s pensions auto enrolment system. We also consider how self-employed workers and others at risk of missing out on pension saving can be brought in. We use our data-driven insights into this wide range of financial challenges to identify and test practical, real-world solutions.
 
Together our team of around 25 delivers an ambitious programme of research, publications and events, sharing best practice, both nationally and abroad. The team is passionate about the work we do and proud of what we are achieving. We are innovative thinkers, not afraid to challenge the status quo. We work flexibly, creatively and collaboratively. We are committed to supporting each other to learn and develop.

Whilst Nest Insight is a business unit of Nest Corporation, we are responsible for raising our own operating budget through sponsorships, grants and in-kind support from organisations with similar research interests, goals and values.
By working in partnership with industry, academics, innovators and policymakers, and sharing our research widely and freely, we’re generating insights that could improve the retirement outcomes of millions of savers worldwide. With lots of exciting projects ongoing and in the pipeline, and plans to expand our reach significantly, this is an exciting time to join Nest Insight.

Organisational Overview
Nest is an award-winning workplace pension scheme, the largest in the country.

Set up by the government to give every worker in the UK somewhere to save, our first-class responsible investment practice and governance are the backbone of what we do, supported by all the functions you’d expect to find in a thriving business. We’re committed to creating a workplace where you can be your authentic self and offer an inclusive and flexible working environment.

Diversity, Equity and Inclusion
 
Everyone is welcome to apply for our roles, and we are determined to ensure that no applicant or employee receives less favourable treatment because of their age, disability, gender identity, marital status, national origin, pregnancy or caring responsibilities, race, religion/belief, sex, sexual orientation or socio economic background.

We also recognise the importance of diversity of thought and other forms of neurocognitive variation.

Nest is a Disability Confident Leader, which is the highest level of the Disability Confident Scheme. If you have disability, declare that you’re applying through the scheme and meet the minimum criteria for this role, we aim to invite you to an interview. However, there may be a few exceptions where we are not able to take all eligible candidates to the next stage due to the volume of applications.
 
Please note that this advert may close early if we receive a sufficient number of satisfactory applications. 

If you have any difficulty in sending your application or need the application pack in an alternative format, or you require any reasonable adjustments please contact: [email protected].

Are you committed to improving life for people in Bedfordshire?

We’re a growing grant-giving charity looking for someone to help us organise our grant giving. You’ll need to be organised and adaptable to fit in with a small team. You’ll need to be a good communicator and have the IT skills to work with financial and database software to generate good quality information to help us measure how well we’re doing.

PURPOSE OF THE ROLE:  

• Administration of management systems for the processing of applications for charitable grants 
• Assistance in the administration of the schools bursary scheme 
• Assistance in the administration of Further Education bursaries 
• Monitoring residential properties lettings 
• Administration of activities in our trading subsidiaries 
• General support in the management of the office  

This is a part time role intended to be four full days a week but with some flexibility for the right candidate. The role will be based at our office in Lower Sundon on the outskirts of Luton.

If you’d like to discuss further please contact our Chief Executive David Oldham

Acorns Children’s Hospice provides specialist care and support for babies, children, and young people who are life-limited or life-threatened. When time is short, every moment is precious. Acorns helps children and families fill the time they have together with love, fun, and laughter to create lasting memories.

Palliative care for children aged 0-18 is delivered at Acorns’ hospices in Birmingham, Worcester, and Walsall, as well as in family homes or elsewhere in the community. Their holistic, tailored approach meets each child’s clinical, emotional, cultural, religious, and spiritual needs. 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.

This is a brilliant opportunity to take on a high-performing team at a time when Acorns is really moving forward. Supported by strong internal resources, the Head of Public Fundraising will drive growth across Individual Giving, Legacy, In-Memoriam, Digital and Prize-led Giving in the context of a highly collaborative, whole-organisation approach to fundraising.

The immediate focus will be on making the most of existing programmes, strengthening audience insight, and getting the team ready to play a major part in the organisation-wide appeal launching in 2025.

Growing Individual Giving income from £1.6 million to £2 million over the next two years will be a central priority, alongside expanding digital and prize-led fundraising and sharpening supporter journeys across the board.

As Head of Public Fundraising, you will: 

• Develop and implement a data-driven strategy for all areas of public fundraising to meet growth targets.

• Lead the Individual Giving portfolio, ensuring growth across direct mail, face-to-face acquisition, mid-value development, and telemarketing.

• Oversee the successful delivery of cash appeals, ensuring they meet both income and ROI targets.

• Drive the expansion of digital fundraising and prize-led giving, including managing the growing digital fundraising portfolio and prize-led initiatives.

• Work closely with cross-functional teams, including Marketing & Communications, to ensure campaigns are well integrated and aligned with the overall fundraising strategy.

• Manage and develop a high-performing team, providing leadership, coaching, and clear performance metrics.

• Collaborate with senior leadership and internal stakeholders to drive the strategic direction of public fundraising.

About you

The role needs someone who’s as comfortable setting long-term plans as they are getting hands-on when needed, whether that’s developing appeals, working with agencies or supporting new product ideas. Collaboration across fundraising, care and supporter engagement teams will be essential to making this happen and building an even stronger supporter-first culture at Acorns.

If you’re a senior Individual Giving expert who’s ambitious for supporters and income, this is a chance to take ownership of a strong portfolio, drive innovation, and make a real impact on Acorns’ future.

You will have:

• Extensive experience in Individual Giving (substantial direct marketing experience is essential)

• A history of successfully leading fundraising teams and delivering significant income growth.

• Strong strategic vision, with the ability to adapt and innovate based on data insights and audience understanding.

• Experience in working collaboratively across teams to achieve shared objectives.

• Excellent communication and networking skills, with the ability to build strong relationships internally and externally.

Hybrid working

This is a mostly home-based role, with c.2 days per week in the (Birmingham) office. If you require flexibility around this, please don't hesitate to apply - we can discuss options during the briefing call. 

Employee benefits

Benefits include:

• 31 days annual leave including bank holidays, rising to 35 days after 3 years’ service
• 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

Reporting to: Events Manager

Location:Hybrid. Home working with 40% of contracted hours at our office in Welwyn Garden City

Contract:Full-time; 37.5 hours per week

The Willow Major Events Team hosts a range of events to engage Willow’s key supporters. These range in large-scale events such as the Willow Ball and London Football Awards, to smaller more intimate events such as Golf and Shoot Days.

Job purpose

• This role will support the delivery of Willow’s programme of Major Events, as well as supporting third party events, ensuring that these promote and present Willow in a professional and compelling manner, maximising opportunities for donor cultivation, fundraising and maximising income generation.
• To work with the Events Manager on delivering events to an exceptional standard.
• To lead on auction procurement and fulfilment to maximise fundraising revenue.

Key responsibilities

Core Events

• To support the events strategy through delivery of high-quality events, designed to attract current and new supporters.
• To support the Events Fundraising Manager in ensuring that each event plan is actioned in a timely and efficient manner, as well as working with external suppliers, ensuring all suppliers work to agreed terms and conditions
• To assist in the research, development and planning of potential new event opportunities, ensuring that the events programme evolves in response to new fundraising requirements, opportunities and sector trends.
• With support from Event Manager, lead on events within the portfolio, working with key stakeholders and suppliers, ensuring delivery of a high-quality event.

Auction

• Lead on securing auction prizes for relevant events, developing relationships with key supporters and external businesses to secure exclusive and desirable auction items.
• Manage the auction fulfilment process, ensuring all auction winners are thanked post event and that lots are fulfilled in a timely manner.
• Oversee online auction platform, ensuring accurate listings, engaging descriptions and looking for ways to maximise income.

Event Supporter Stewardship

• Provide support on guest management, ensuring a smooth process for guests during the lead up to and on the day of the event.
• Build and maintain strong relationships with major donors, guests and stakeholders ensuring excellent stewardship and recognition
• To identify opportunities to engage or recruit new event supporters to existing or new events in the Willow calendar.

General

• To support the Events Manager with financial management of each event, supporting on areas such as: budgeting, planning, controlling and monitoring expenditure as appropriate and managing income against targets, KPI’s and provide regular revised projections as required.
• To maintain good practice in the use of database system (Raiser’s Edge), including the events module, ensuring that information is recorded accurately to allow for excellent supporter care, stewardship and accurate analysis of event performance.
• To keep up to date with current competitor activity, potential new opportunities for events and improved ways of managing and developing events.
• To keep up to date and comply with fundraising, data protection and other relevant legislation and codes of practice and good standards.
• To undertake any other tasks reasonably required.

 Person Specification

 Qualifications, Knowledge and Experience

Essential

• Proven experience of supporting on a number of events and delivering to budget and within tight timeframes.
• Can demonstrate effective implementation and management of work plans, projects and resources to ensure proactive completion of tasks.
• Proven experience of developing and managing budgets.
• Ability to work as part of a small, flexible and hardworking team.
• Delivering high quality supporter and donor care through ongoing contact and communication.
• Experience of working on administration within a fundraising, events or marketing environment.

Desirable

• Experience of working with senior stakeholders in order to meet income targets.
• Experience of working with celebrities.
• Experience of working with sponsors.
• Experience of working in the sports sector.
• Experience of working in the charity / fundraising sector.

Skills and Abilities

Essential

• Organised, pro-active self-starter, capable of taking initiative.
• Confident and articulate, able to build successful, mutually beneficial relationships with internal and external audiences.
• Strong ability to prioritise tasks under pressure and solve problems quickly and effectively.
• Ability to work on different projects simultaneously.
• Excellent written and verbal communicator, with exemplary grammar and spelling, who places high value on attention to detail.
• Good influencing and negotiation skills.
• Respect for and ability to maintain confidentiality at all times.
• Self-reliant and confident IT user including internet, email, design, databases, spreadsheets and MS Office.

Desirable

• Creative thinker, able to innovate to meet audience needs.
• Experience or knowledge of Raisers Edge database.
• Sports sector knowledge.

Other

Essential

• Positive, energetic and able to enthuse.
• Flexible and proactive problem solver.
• Takes personal responsibility for and remains focused on delivering results and achieving objectives, overcoming problems and frustrations.
• Genuine commitment to the work and services of Willow.

Desirable

• Empathy with the cause and knowledge of issues faced by young adults facing serious illness.

 Special Conditions

Essential

• Able to work irregular (unsociable) hours and weekends where necessary.
• Own car and current driving license

General

We offer the following competitive benefits package:

• 25 days annual leave plus bank holidays
• Holiday purchase scheme
• Life Assurance and Group Pension Fund
• Season ticket loan
• Cycle to work scheme
• Flexible Working policy
• Employee discounts
• Employee Assistance Programme

Are you an experienced, innovative, and strategic leader ready to make a global impact? The Royal College of Radiologists (RCR) is seeking a visionary Head of RCR Learning to elevate our learning and events portfolio to new heights.

The successful applicant will provide visionary leadership to develop and successfully bring to market RCR’s digital and face to face learning and events portfolio, ensuring it is innovative, high quality and commercially positioned as the go to global market leader for both members and non-members working within medical imaging and oncology services.  This will be delivered against the backdrop of the RCR’s wider strategic priorities, proactively enabling the wider organisation to meet its objectives, which include membership growth and workforce development in addition to the provision of world class learning resources.

The RCR is a great place to work, with an ambitious agenda. This is the perfect role for a passionate and confident individual with a proven track record of delivering value and impact across the business. 

What you’ll do:

• Strategic development of the digital learning and events portfolio to deliver increased membership participation and global engagement, with consequent income generation (both direct and indirect).
• Product development through adapting and evolving RCR’s learning offer to meet and exceed users’ needs, covering both the learning products and the platforms on which they are delivered.
• Global growth and partnerships by building engagement with RCR’s digital learning and events with an appreciation of the diverse needs of segmented target audiences.
• Ensure marketing and sponsorship form key parts of the teams strategies, enabling delegate and income targets to be met. 
• Lead and develop a high performing team to keep RCR Learning at the top of its game.

What you’ll need:

• Strong experience of leading a successful learning team, including the delivery of events, conferences and online learning.
• Excellent leadership abilities, capable of developing and retaining a high performing team.
• Experience of managing contracts, budgets , negotiation, business planning and income generation.
• Strategically and commercially minded leader.
• Ability to build and sustain strong and mutually beneficial relationships
• Solution orientated innovator, proactive in keeping yourself up to date with latest developments 

If you are a skilled professional looking for their next challenge to demonstrate their skills and expertise whilst thriving in a fast-paced environment then this may be the position for you. Please find out more about the Head of RCR Learning role, the RCR and instructions on how to apply by visiting the RCR website and reading the candidate pack.

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

The Head of Finance will primarily have responsibility for planning, implementing, managing and controlling all financial-related activities. You will have direct responsibility for the finance function. 

The role will also be responsible for partner relationships with external accountants and auditors.

The successful candidate will be joining Eikon at an exciting time as the organisation builds innovative ways to deliver services to young people, including strengthening the evidence to influence increased strategic investment in preventative and early support for children, young people and the adults around them. You’ll be a crucial part of the leadership team, contributing to the vision and strategy of the whole organisation, and ensuring the organisation is in control of its current and future financial position and strategy to achieve Eikon’s vision.

To succeed in this role, you will need to manage competing priorities and build effective relationships with senior level colleagues and teams, the Finance Trustee and the Board of Trustees.

You will ensure systems, internal controls and financial management are in place to meet Eikon’s financial, contractual, statutory and legal responsibilities.

 

Responsibilities

Day to day financial management of the organisation, including:

· Ensuring the delivery of monthly management accounts

· Building and maintaining the systems for setting and managing annual financial organisational plans, budgets and quarterly forecasts

· Proactively manage the income and expenditure of the charity advising the management team on income shortfalls and overspends on expenditure relating to unrestricted and restricted funding

· Oversee and manage the charity’s finance operations including expenses, invoicing, payments and cash management

· Developing greater financial literacy across the organisation by building and maintaining accessible and clear systems and processes, and providing advice to budget holders

· Reporting to the Eikon Leadership and Management Teams, Audit and Finance Committee and the Board of Trustees

· Support and review of funding applications, commercial arrangements and contractual performance

 

Leadership Across The Charity

· Contribute to Eikon’s overall vision and strategy through membership of the Senior Leadership Team

· Contribute to monitoring the performance of the charity against its key objectives and to any corrective action that is needed

· Working with the CEO, Senior Leadership Team, the Finance Trustee, develop and implement the financial strategies that enable the successful delivery of the organisational vision and strategy

· Provide insightful financial analysis to inform key decision-making on growth opportunities, ensuring a balance between risk management and sustainable organisational expansion

· Develop appropriate process and systems improvements across the organisation that enable performance enhancements of the finance function

 

Maintain effective internal accounts and leading on statutory reporting and annual audit, including:

· Ensuring financial procedures and delegated authorities are fit for purpose, adhered to and up to date

· Ensure compliance with applicable legislation and regulatory guidance for financial and tax reporting

· Ensure compliance of all statutory requirements and accounting in accordance with the Statement of Recommended Practice (SORP) and the Companies Act

· Lead on the preparation of the Annual Statutory Financial Statements, liaise with auditors and ensure accounts are filed on time with the Charity Commission and Companies House

 

The Role

Reporting to the Board of Trustees, the CEO/Director will be responsible for the overall strategic, financial, and operational leadership of Chelsea Theatre. This is a hands-on role with a focus on balancing the day-to-day running of the operational activities of the venue, with essential components such as stakeholder management, community engagement and income generation. 

Key Responsibilities

The postholder will: 

• Provide leadership and responsibility for the charity’s purpose, administration and financial management plus ensure compliance with the law and regulations. 

• Generate significant earned income from one-off and repeat hirers, including local community organisations, commercial contracts, arts organisations and private hires, with a focus on high quality customer care.

• Increase income from grants, corporates and funds from individuals, with support from Trustees.

• Run the building as a community centre, making an ever-increasing positive impact in the local community and beyond. 

• Motivate and engage a small team of staff and volunteers, and broad range of stakeholders and prospective supporters.

• Where necessary, with the team, be capable of delivering a range of operational tasks, such as updating the website and managing the box office systems.

• Act as ambassador for the charity, building relationships with partners and stakeholders in the community, local government and with businesses. 

Strategic & Commercial Leadership

• Work with the Board to develop and implement a clear vision and business strategy to ensure the long-term sustainability and growth of the Chelsea Theatre.

• Identify and maximise commercial opportunities, including venue hire, sponsorship, and partnerships. Support the Board with fundraising.

• Lead on business development and marketing initiatives to increase revenue while maintaining the venue’s community-focused ethos.

• Ensure the organisation’s mixed team of staff and volunteers are focused on supporting the business’s mission and objectives.

Venue & Operational Management

• Oversee all aspects of venue operations, ensuring the highest standards of efficiency, customer experience, and compliance with health and safety regulations.

• Develop and manage budgets effectively, ensuring quality financial reporting, financial stability, and responsible stewardship of resources.

• Ability to optimise rental income and diversify income streams, while serving community needs. 

• Build and maintain relationships with key stakeholders, including funders, local authorities, businesses, and community groups.

• Operate within the annual budget. Monitor key indicators of the organisation’s impact and financial health. 

Community & Stakeholder Engagement

• Develop and nurture partnerships with the local community, ensuring the theatre remains a welcoming and accessible space for all.

• Work closely with the Board of Trustees to align organisational commercial goals with community needs and expectations.

• Further develop a balanced and funded community programme, which currently include a flagship youth theatre scheme, to reflect community needs and interests. 

• Represent Chelsea Theatre externally, acting as an advocate for its work and impact.

• Key role within the senior management team
• Manage financial strategy, optimise performance, and shape the future direction

About Our Client

Working for South Yorkshire Police doesn't have to mean patrolling the streets; our police staff work side by side with uniformed officers. A strong team of professional support staff work behind the scenes in many different areas of our organisation, including in finance. We need skilled people, like you, to join our police family to keep our South Yorkshire communities safe. We have an annual budget in excess of £300 million and employ over 3,000 police officers and 2,200 support staff. South Yorkshire Police are committed to attracting, selecting, hiring, retaining and developing a diverse and professional workforce that is reflective of the communities we serve, enabling us to meet and exceed our corporate finance goals and objectives

Like most organisations, South Yorkshire Police is transforming the way we deliver our services and run the organisation to meet ever more demanding challenges. We have a Medium-Term Resource Strategy underpinned by a draft recovery plan to help achieve our mission. The Finance department is very much at the centre of delivering this strategy working collaboratively with all senior leaders across the organisation and our external partners. Therefore, as part of this we are looking for talented individuals who are experienced finance professionals, resilient and driven to achieve change.

Job Description

The Senior Management Accountant will include:

• Lead budget process, guide Management Accountants and Finance Officers.
• Develop timetables, coordinate tasks, and ensure accurate financial data capture.
• Supervise month-end processes and key reconciliations.
• Prepare monthly reports for Senior Command Team and Business Executive Leaders and ensure compliance with financial instructions.
• Manage non-statutory returns and provide external information.
• Align financial resources with staffing needs and ensure timely pay reconciliations.
• Monitor team performance and ensure compliance with corporate policies.
• Ensure adherence to Force Financial Regulations and best financial practices.
• Manage ad-hoc requests, including Freedom of Information.
• Champion Business Intelligence for financial reporting and system development.
• Lead continuous improvement initiatives and review budget setting practices.
• Manage and develop the Management Accountants team, providing leadership and performance management.
• Deputise for the Management Accountant Lead as required.

The Successful Applicant

The successful Senior Management Accountant will be/have:

• Qualified Consultative Committee of Accountancy Bodies (C.C.A.B.) or CIMA accountant with full membership.
• Significant and recent management accounting experience.
• Up to date with current accounting issues and good, practical accounting knowledge.
• Demonstrate IT literacy including advanced Excel, with significant experience of large, complex ERP systems.
• Strong interpersonal skills and ability to use a range of communication techniques.
• Experience of building strong working relationships and establishing personal credibility with senior managers and budget holders.
• Understand personal and professional strengths and development needs and be able to evidence the steps taken to enhance your continuing professional development.
• Strong analytical skills.
• Experience of leading a team and staff management.

What's on Offer

Benefits:

• A highly competitive salary and access to a generous pension scheme 
• Generous annual leave allowance.
• A wide range of family friendly policies including enhanced maternity, paternity and adoption leave.
• Flexible working arrangements including flexi-time and hybrid working.
• A transparent and collaborative team culture underpinned by our core values of Fairness, Integrity & Trust.
• Comprehensive range of development and leadership courses to develop your career with South Yorkshire Police.
• Employee Assistant Programme (accessible 24/7) offering confidential support and advice.
• Flexible lifestyle benefits such as: Blue Light Card, Company Shop, Cycle to work scheme.
• Committed to embedding sustainability: South Yorkshire Police Sustainability Strategy 2020-2025 (yhrn.police).
• Membership to the Sports and Social Club.
• Access to a wide range of staff support groups and networks.

Applications close on Monday, 5th May; however, we encourage early submissions as we may close the application process sooner if we receive a high volume of interest.

Contact

Nazmine Bedoyya
Quote job ref
JN-042025-6715054Z

About us

Baby Lifeline is a highly respected national charity whose mission is to ensure the healthiest and best outcomes possible from pregnancy and birth.

Founded over 40 years ago by Judy Ledger following the personal tragedy of losing three premature babies, we have since purchased many million pounds’ worth of equipment for maternity and neonatal units, produced nationally recognised reports and research projects, staged highly successful annual UK maternity safety conferences, and provided ongoing evidence-based, multi-professional training to reduce avoidable harm and death in maternity. Training is provided through Baby Lifeline Training Ltd. It trains around 4,000 delegates annually and is one of the main providers/developers of training for maternity professionals in the UK.

An exciting opportunity has arisen to join Baby Lifeline as Chief Operating Officer.

This dual role will include operational responsibility for Baby Lifeline and Baby Lifeline Training Ltd. Sharing the same building as the charity, the Training company is a not-for-profit social enterprise which operates under a service level agreement and brand licence issued by the charity.

Reporting to the CEO, the Chief Operating Officer will be responsible for directing and controlling all organisational operations in accordance with the strategy and business plans agreed by the CEO and respective Boards of the Charity and Baby Lifeline Training Ltd to ensure that organisational values and objectives are met.  Baby Lifeline’s mission is to make care safer and better for every pregnant woman, pregnant person and newborn baby in the UK with the aim of ensuring that no family will experience the avoidable loss of their precious baby or mother.

Chief Operating Officer Key Responsibilities

• Ensure that all areas operate efficiently, meet compliance and safety standards, and support the overall purpose of the charity.
• Perform a leading role in driving revenue through developing strong relationships with key stakeholders.
• Represent the charity at external events and meetings where required.
• Financial expertise in setting and managing realistic annual income and expenditure budgets is essential.
• Lead and support management and small staff team.
• Co-ordinate and manage policy, procedure, risk management and wider charity administration.
• Work closely with the CEO and Boards to develop and implement the charity’s strategic vision and values

As Chief Operating Officer, you will have:

• A business degree/MBA or equivalent qualification is desirable.
• Extensive experience in a senior management role.
• Strong leadership, influencing and communication skills.
• Excellent organisational and problem-solving abilities.
• Negotiation, conflict resolution and relationship-building skills.
• Robust understanding of financial analysis, management principles and practices.
• Thorough understanding of the charity sector.
• Understanding of business functions i.e. HR, IT, finance etc.
• Experience in strategic business planning

 Benefits: 33 days’ holiday including public holidays, pension, enhanced sick pay

Interested? Click 'Apply Now' to access the Application Pack 

GuildHE represents nearly 70 higher education institutions including universities, colleges and specialists.  We advocate for diversity in higher education, championing vocational and technical education, professional programmes and specialist providers.  We are undergoing an exciting period of transformation, evolving our policy approach and member-focused services to significantly increase our impact within the sector and ensure we’re providing timely, proactive support to our members as they address current and emerging 21st century challenges.

To achieve this, we are seeking an enthusiastic and proactive Executive Assistant to be a supportive force to our Chief Executive Officer and senior leadership.  The post holder will have proven experience of supporting senior managers, including diary and inbox management, travel and event planning, and other administrative tasks. The ideal candidate will be a responsive and details-oriented team player who demonstrates exceptional communication and organisational skills while also being able to work quite independently at times. 

Key responsibilities will include:

• Executive support for GuildHE’s CEO;

• Diary support to the CEO, Director of Policy and Strategy, and Director of Operations and Membership;

• Secretariat duties for GuildHE’s Executive Board;

• Financial administration;

• Logistical and administrative support to the wider team; and 

• Demonstrating a proactive approach to embedding EDI principles in all work.

To apply, please submit a CV, and cover letter of no more than 2 sides of A4. 

Please contact Shoni Robertson-Finn with any questions regarding the role and/or recruitment process. 

Hours: Full-Time, 37.5 hours per week, flexible hours

Location: Primarily office based in central Bristol, with use of other partner locations for ad hoc use. This role will involve travel across the Western Forest region and occasionally within England, with a travel expenses budget. Hybrid arrangement by agreement.

Closing Date: 17th May 2025, submissions will be accepted up to 26th May on other job boards such as Indeed, Total Jobs, and Environment Job.

The Western Forest is a brand-new programme having been launched with national and Ministerial profile in March 2025. The Forest will support over 2.5 million people, cultivating a greener, more connected future by creating a landscape with trees and woodlands at its heart.

The Western Forest will deliver landscape scale change and real green investment, connecting people and nature across three regions – Wiltshire, Gloucestershire and the West of England (including North Somerset).

The Western Forest Director will drive, direct and manage the delivery and strategic direction of this new national forest. The Director will inspire and work alongside partners and the core Western Forest team to achieve the goals and targets set for the forest, ensuring it develops sustainable income streams and models of delivery by 2030.

The Western Forest Director will head up the core team in supporting and directing resource and expertise throughout the region. Some key duties include:

• Lead on strategic development and impact.
• Support the shaping and organisational effectiveness of the Western Forest team and partnership, with a focus on collaboration, learning and knowledge sharing.
• Be responsible for the creation and management of relationships with partners and funding bodies working to build and develop existing partnerships and encouraging new ones.
• Develop open, trusting and respectful relationships throughout the governance structure and between the team and Boards.
• Manage and ensure delivery of the programme KPI’s and partnership delivery model.

This list is not exhaustive but highlights the key duties of this role. A full job application pack can be found attached to this advertisement.

To meet the needs of this role you will need:

• Demonstrable experience of impactful leadership, working across organisations and a wide range of sectors and stakeholders.
• Experience of advocacy, engaging with external stakeholders to influence social change or public policy.
• Proven track record of securing significant financial resource for an organisation through large funding bids or other sources of income generation, ideally with a good knowledge of the tree and woodland funding sector.
• Exceptional communication skills, both written and verbal, with the ability to engage effectively with senior leaders, community groups, and the public.
• Excellent leadership skills with the ability to inspire and lead diverse teams and stakeholders.
• Proven ability to plan resources appropriately and understand financial reports including budgets/cashflow management, risk management and forecasting models.

Forest of Avon are an equal opportunity employer and applications will be considered without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, veteran status or age. The Forest of Avon is committed to safeguarding and promoting the welfare of vulnerable people and expects all members of staff to share this commitment. We seek to challenge the status quo with the power of diversity, inclusion, and collaboration. We encourage different perspectives and seek to support our team and partners to share and implement new ideas, to continue improving and to realise our full potential.

This is a rare, unique and exciting opportunity to take a lead role in developing the programme and setting the strategic path for the Western Forest – the first new national forest in over 30 years.

To apply for this role please submit your CV detailing your relevant experience and a covering letter of no more than 4 A4 pages to the recruitment team.