Financial planning manager jobs in burnt oak, greater london

About you

We are looking for a proactive and visible finance professional who is able to engage and build relationships across the organisation as a pivotal member within a values led high performing organisation. You will be a qualified accountant with proven track record of financial management awareness and a solid understanding of charity audits and statutory accounts preparation. You will have the ability to work with staff across the organisation in supporting good financial governance and oversight of financial operational matters. You will have the ability to analyse financial information and present this in a suitable format for the audience. You will have good ability to meet deadlines, be IT literate with an emphasis on financial systems, spreadsheets, Quickbooks and Excel. You will be highly organised with excellent attention to detail and be able to work with minimum supervision.

About the role

The role will involve the management of the day-to-day financial activities, VAT, gift aid, payroll and the monthly, quarterly and annual reconciliations and statutory accounts preparation. The job holder will work closely with the Chief Operating Officer, Finance Officer and volunteers within the team. There will be a requirement to work closely with the income generating staff, budget holders, auditors, banks and credit card providers on a regular basis. The Finance Manager will be responsible for managing the Finance Officer and Finance volunteer.

About us

Carers UK is the leading national charity for unpaid carers. Our support, advice, information and campaigning work are now needed more than ever, as unpaid carers are providing more and more care, adversely impacting on their own health and wellbeing. We exist to make life better for carers and bring about lasting change.

Diversity and inclusion

Carers UK is committed to becoming a diverse and truly inclusive organisation. We strive to create a workplace where our colleagues and volunteers can truly be themselves and feel like they belong and constantly seek to ensure all voices are heard.

To embrace this culture of diversity, our employee and volunteer recruitment should reflect our stakeholders and the society that we serve and support, regardless of age, race, gender, sexual orientation, physical abilities, disabilities or religious practices. We value individual diversity and are actively building diverse teams here at Carers UK and value our colleagues from a wide range of backgrounds.

As a membership charity for carers, we particularly seek employees and volunteers with a real understanding of the issues faced by carers. Reasonable adjustments can be made to the process and role dependent on the needs of the applicant.

How to apply

At Carers UK, we want our application process to be as accessible as possible. If you need any adjustments to apply please email the recruitment team to discuss.

The closing date for applications is Friday 11 July 2025, 1pm.

First interviews will be held week commencing 14 July 2025.

Carers UK anonymises all applications prior to shortlisting.

Carers UK reserves the right to appoint at any stage, should an outstanding candidate emerge.

Carers UK may carry out online and social media checks before a formal offer is made.

WLIC is seeking to appoint an inspiring, highly motivated, and enthusiastic Head of Education, with a clear and compelling vision to enable every future student from our brand new education faculty, Islamic supplementary school and adult education programmes, to fulfil their potential. The Centre has recently undergone a £9.5million redevelopment which includes a dedicated floor with multiple classroom, staff and modern library facilities. The ideal candidate will have the energy and ability to lead and motivate others and will hold a deep belief in the vital role of Islamic and curricular education in young people’s lives, within a caring, respectful and co-operative environment.

This is an excellent opportunity to build on WLIC’s educational service record and to provide a stimulating and enjoyable education for students of all ages. The Head of Education will work with us to create and maintain a positive learning environment through effective school and course management, staff recruitment, financial administration, risk assessment, regulatory compliance, curriculum implementation, policy enforcement, and exemplary leadership.

Shooting Star Children’s Hospices provides specialist care and support to families who have a baby, child or young person with a life-limiting condition, or who have been bereaved. Rated ‘Outstanding’ by the Care Quality Commission, we support families across Surrey, north-west London and south-west London from diagnosis to end of life and throughout bereavement with a range of nursing, practical, emotional and medical care.

As a Project Officer you will be involved in a range of project work working as part of our wider team and supporting a range of colleagues and project tasks, as well as coordinating activities across the team. You will provide project management support to Managers and staff, ensuring that all project documentation such as project plans, highlight reports, lessons learned reports, risks and issues logs are maintained to a high standard. The post holder will be responsible for their own workload, including having responsibility for preparing meeting agendas and papers, managing the teams calendars and email account.The successful candidate will have excellent communication skills, both written and verbal. You will collaborate with clinical and operational teams to diagnose the root causes of issues, design and test solutions, and enact sustainable changes. Projects range from estates programmes to clinical pathway redesign, to digital innovation schemes or supporting individuals to deliver a QI improvement.

We’re looking for colleagues who are organised, proactive, positive and flexible. Most importantly, we are looking for people who are passionate about improving outcomes and delivering changes that make a real difference for our children, families, communities and services.

The job is based on site in one of our hospices 3 days a week and flexibly either at the hospice or at home for the other 2 days a week.

Key Responsibilities:

Administrative Support: Provide comprehensive administrative support to the project management team, including scheduling meetings, preparing agendas, and maintaining project documentation

Tracking Progress: Monitor project progress and update project timelines. Report any deviations from the plan to the Project Manager

Database Functionality: Implementing the improvements required to the Caredatabase forms and systems across different teams in the care directorate

Coordination: Coordinate project activities, ensuring that all team members are aligned with project goals and deadlines. Facilitate communication between stakeholders and team members

Documentation: Maintain accurate and up-to-date project documentation, including project plans, status reports, and meeting minutes

Budget Management: Assist in tracking project budgets and expenditures, ensuring that financial resources are used efficiently

Stakeholder Communication: Serve as a point of contact for stakeholders, addressing inquiries and providing updates on project status

Risk Management: Identify potential risks and issues within the project and assist in developing mitigation strategies

Quality Assurance: Ensure that project deliverables meet quality standards and are delivered on time.

What we offer

In return you will receive a competitive salary along with a range of benefits, which include:

Pension scheme

• NHS Pension Scheme (for eligible employees) or our stakeholder pension scheme, with up to 7% employer contributions.
• Stakeholder pension scheme
• Employee contribution 3.5%
• Shooting Star Children’s Hospices contribution 4.5%
• Additional contributions – we will pay 1% above the contribution up to a limit of 7%

Annual leave

• 27 days plus Bank Holidays rising with length of service
• 2 weeks paid sabbatical leave after 5, 10 and 15 years’ service

Contractual benefits

• Generous sick pay scheme
• Enhanced maternity, adoption, and paternity leave pay
• Flexible working arrangements
• Death in service benefits
• Reimbursed professional membership fees
• Eye care
• Employee referral scheme
• Blue Light discount card

Health and wellbeing

• Employee Assistance Programme
• Occupational Health
• Eye care
• Cycle to work scheme
• Mental Health First Aiders
• Nutritionally balanced meals at Christopher’s (free for employees) and free fruit at our Hampton site

Safeguarding

We are committed to safeguarding and promoting the welfare of children and young people and expect all our staff to share this commitment. Employment is subject to receipt of satisfactory references and an enhanced DBS Check.

Our recruitment checks, induction and ongoing support and supervision reflect our commitment to safeguarding the families we support.

Equality, diversity and inclusion

Shooting Star Children’s Hospice is committed to inclusion and diversity in everything we do. We know that getting things right is critical for us to live our organisation’s values: Professionalism, Respect, Integrity, Diversity and Excellence.

We are always trying to improve our way of working to be more inclusive and equal. Our vision is for Shooting Star Children’s Hospice to be a place where people of all backgrounds, groups and communities feel welcomed to work and volunteer.

Anna Freud is seeking a Trial Manager to join our world-leading mental health charity for children, young people and their families. Our mission is to close the gap in wellbeing and mental health by advancing, translating, delivering, and sharing the best science and practice with everyone who impacts the lives of children, young people and their families.

Our EDI commitment

We are dedicated to fostering a diverse and inclusive workplace and being an equal opportunities employer, whereby equity, diversity, and inclusion (EDI) are core to our recruitment practices. All candidates who meet the job criteria will be considered for employment, regardless of ethnic origin, religion or belief, gender, sexual orientation, disability, age, socioeconomic background, caring responsibilities and care experience.

We ask candidates to share their diversity dimensions with us to help us identify, tackle and prevent bias across the employee lifecycle. We believe a diverse workforce enhances our ability to support mental health and wellbeing, allowing us to better meet the needs of the children, young people and families we serve.

As a Disability Confident employer, disabled candidates meeting our criteria are guaranteed an interview. Applications are submitted anonymously and assessed using a fair evaluation process based on the criteria set out in our job profiles. 

What we offer

You will join a big thriving team who are passionate about making a meaningful impact in the field of Applied Research and Evaluation. This is a distinctive opportunity to engage in a research team that focusses on real-world settings around children’s mental health and wellbeing. The team will also include working with service users, young people, schools and other public sectors.

We offer a range of staff benefits, including an all-in-one rewards and recognition platform called Perkbox and wellbeing offers such as finishing early on Fridays and free counselling through our Employee Assistance Programme. We are proud to have staff-led Diversity Networks offering unique opportunities for learning, connection and impact.

What you’ll do 

As Trial Manager, you’ll play a pivotal role in delivering a high-profile randomised controlled trial focused on financial support for families in the social care system. You will oversee the coordination of the project, ensuring it runs smoothly, on time, and within budget, while acting as the central point of contact between funders, delivery partners, and the research team. Your responsibilities will include managing key administrative processes, ensuring data quality, liaising with external stakeholders, and supporting junior colleagues. This is a fantastic opportunity to contribute to innovative research with real-world impact on young people’s mental health and wellbeing, while gaining valuable insight into a range of research methods, large-scale trial delivery, and knowledge mobilisation to inform policy and practice.

What you’ll bring 

You will have a doctoral qualification in a relevant field or a Master’s degree with significant experience in research management, alongside a strong track record of coordinating large-scale, multidisciplinary quantitative or mixed-methods research projects.

Essential skills and experience:

• Proven experience managing, cleaning, and analysing large-scale quantitative datasets;
• Experience contributing to academic and non-academic research outputs, such as publications, conference presentations, or dissemination events;
• Ability to support and supervise junior team members effectively;
• Strong stakeholder engagement skills, particularly with vulnerable groups, Local Authorities, and funders;
• You will be highly organised and collaborative, with a strong understanding of research delivery and data quality management;
• Excellent written and verbal communication skills for both academic and non-academic audiences.

This is an exceptional opportunity for a motivated individual to join a dynamic and high-performing team, and to contribute to impactful research that makes a real difference in the lives of children, young people, and families.

Key details

Hours: Part-time (28 hours per week)
Salary: £40,560 per annum FTE, plus 6% contributory pension scheme
Location: Hybrid working (a mixture of onsite and home/remote working). Staff are working onsite for at least 20% of their working hours, either at our London site (4-8 Rodney Street, London N1 9JH) or our Northern Hub (Huckletree, The Express Building, 9 Great Ancoats Street, Manchester M4 5AD).
Contract type: Maternity cover fixed-term, 9 months.

Next steps
Closing date for applications: midday (12pm), Monday 30 June 2025. Please note that due to high application volumes, we may close this advert early. We encourage you to apply promptly and to keep an eye on our future vacancies for more opportunities.
Notification of interview: shortlisted applicants will be notified no later than Thursday 3 July 2025. During shortlisting, applicants are anonymously assessed using the criteria visible in the Job Profile. Please note: due to the high volume of applications received, we will not be able to provide feedback to unsuccessful applicants.
Interviews: will be held remotely on Monday 7 July and Tuesday 8 July 2025.
How to apply: visit our website. We are unable to accept CVs and kindly request no contact from agencies.

Questions?

Please note that successful candidate(s) will be asked to evidence their Right to Work in the UK post-job offer – we do not hold a sponsor license therefore we are unable to provide Visa sponsorship.

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

This role will be located at Battersea Old Windsor or Battersea London with regular travel to Old Windsor.

The Capital Project Manager will be responsible for leading a £4-5M project that will build a new Cattery facility at our Battersea Old Windsor site. The role will oversee all aspects of the project to ensure the capital project is completed on time, within budget and to the required standards and design. This will include working with colleagues in Animal Care, Infrastructure and Income Generation teams to ensure the project has appropriate funding, the design and build of the cattery meets Battersea’s strategic and operational requirements and that the operational impact of the construction is effectively managed to minimise the impact to dogs and cats across our centres during the works.

What we can offer you:
In return for your commitment to our cause and to recognise the value of our employees, Battersea offers a range of benefits to support the wellbeing of our employees. These include:

• 28 days of annual leave (plus 8 days paid public holidays) per year
• Discounted gym memberships and cycle to work schemes
• Employee Assistance Programme and access to Wellbeing Resources
• Generous pension contributions – up to 10% employer contribution
• Free healthcare cash plan, where you can claim for a range of treatment including dental, optical, physiotherapy, chiropody and acupuncture every year
• Annual interest-free season ticket loans

We are also committed to providing learning and development to our employees. During your time with us, we provide support for your professional and career development, including access to digital and in-person training programmes, leadership and management training, mentoring and much more.

Our hybrid working model:
We operate a 50% onsite hybrid working model, with our office-based staff splitting their time between site based and home working. This enables our office-based staff to balance the benefits of home working with onsite collaboration and maintaining a connection to our cause.

Diversity and inclusion:
We are committed to providing a welcoming and inclusive experience for all staff, volunteers and trustees and those hoping to join us. We operate an anonymised shortlisting process and actively seek to ensure our process is fair and equitable for all.

We understand the value of diverse voices, perspectives, and experiences to help us deliver even more for our dogs and cats, and we welcome applicants from all sections of the community.

As a Disability Confident Committed Employer we will ask about any adjustments you may need at application and/or interview stage, and if you are offered a role with us, we’ll talk to you about any workplace adjustments you may need to help you perform at your best.

More about us:
At Battersea, we aim to never turn away a dog or cat in need of help. We give each one lots of love, expert care and get to know their characters and quirks so we can find them a new home that’s just right for them. Join us and help us be here for every dog and cat, wherever they are, for as long as they need us.

Closing date: 2nd July 2025
Interview date(s): First stage interview will be on 15th July. There will be a second stage telephone interview, followed by an in-person interview at Old Windsor for those successful to this part of the process. Dates for these interviews are to be confirmed.

All applications must be submitted before the closing date advertised. We reserve the right to close the vacancy early if a high volume of applications is received.capital

ShareAction is an independent charity and an expert on responsible investment. We work to build a world where the financial system serves our planet and its people. We set ambitious standards for how financial institutions, through their investment decisions, can protect our planet and its people and campaign for this approach to become the norm. We convene shareholders to collectively push companies to tackle the climate crisis, protect nature, improve workers’ rights and shape healthier societies. In the UK and EU, we advocate for financial regulation that has society’s best interests at its core.

What you’ll do

ShareAction’s Financial Sector Research team works towards holding financial institutions accountable for their impact on globally important challenges such as tackling climate change, upholding human rights and reversing biodiversity loss.

Asset managers, insurance companies and banks hold a huge amount of influence over the world’s largest companies through their investment and underwriting activities. Our reports rank many of the world’s largest financial institutions on their approach to environmental and social issues, pushing for and facilitating change in the financial sector.

In this role, you will have the opportunity to:

• Lead the delivery of our 2026 benchmark of some of the world’s largest insurance companies (following our 2024 report), using your project management and research skills to ensure timely delivery of a high-quality publication and support the development of junior researchers in the team.
• Coordinate with civil society allies, executing the survey in collaboration with external partners for the first time, as well as continuing to work synergistically with other leading global NGOs.
• Present our work externally and engage with financial institutions, regulators, and industry bodies to provide detailed recommendations for improvement, supporting parallel workstreams on our benchmarks of asset managers and European banks.

Leading a small team of dedicated researchers within the Financial Sector Research team, you will support the Head of the team to ensure delivery of the insurance sector benchmark, one of ShareAction’s key reports ranking financial institutions. This involves organising the team to collect information from institutions and databases, analyse quantitative and qualitative data, produce engaging graphics to communicate results and translate this analysis into actionable steps for financial institutions to take. You would collaborate with teams across ShareAction and strengthen connections with other NGOs and external experts to ensure the rigour of this research.

This is a very exciting time to be joining the team. ShareAction is currently reviewing our strategy for work on the insurance sector, and this role therefore presents an opportunity to help shape the dialogue on how the benchmarks connect with engagement and campaigning expertise in ShareAction to achieve maximum impact.

We are looking for a person with excellent project management and communication skills, experience of research and a passion to make a difference within the financial sector at a challenging and critical time.

This will be a 6-month fixed-term position to cover the leave for an existing role.

What you’ll bring to the team

Essential

• Demonstrated experience in project management, with excellent organisational and time management skills.
• Proven ability to manage competing demands and support junior staff members to deliver high-quality work and meet deadlines.
• Strong research experience in one or more of the following areas: economics, finance, sustainability, climate, biodiversity, labour rights, or public health.
• A good understanding of responsible investment and its implications for different types of financial institutions, as well as the current state of play, trends and challenges.
• Line management experience and the ability to motivate and develop a small, dedicated team of driven researchers.
• Proven ability to handle relationships with multiple external stakeholders.
• Any experience programming (ideally in Python) and interest in further developing this expertise.
• Advanced Excel skills.
• Strong communication skills in written and spoken English.
• A passion for the work ShareAction does and for making change happen.

Desirable

• Experience working in or with the finance sector.
• Experience in conducting surveys and/or carrying out qualitative or quantitative research on financial institutions.
• Experience integrating innovative tools into research processes, particularly AI tools.
• Deep subject matter knowledge in climate change, biodiversity, human rights and/or public health.
• Experience of project management in a matrix management environment.
• Experience with Microsoft Office 365, particularly SharePoint.
• Experience with CRM systems, ideally Salesforce.
• Any experience programming (ideally in Python) and interest in further developing this expertise.

We welcome anyone who shares our passion for environmental and social justice through the transformation of the financial sector. Please feel free to apply even if you’re not sure you tick every box.

What we will do for you

We are a fast-paced organisation that has grown substantially over the past few years. We recognise that our people work hard to advocate for responsible investment and drive meaningful engagement with those who have the power to create a brighter future. Every day, they bring their expertise, passion and persistence to build a world where the financial system serves our people and planet. We want to ensure we provide the right environment for our colleagues to thrive, and we are committed to improving our employee offer where possible.

Currently, we are pleased to offer:

• A commitment to flexible working: over 60% of our employees have some sort of flexible working arrangement in place.
• Hybrid working: we are committed to supporting our staff to work in a way that suits their lifestyle and meets the requirements of their role.
• Internal promotion and development opportunities: we offer a range of ways to improve your skills and focus on what you love, including promotion, secondment, or sideways development opportunities. For some levels of roles, we also offer direct progression.
• The opportunity to help make a difference: we tackle some of the world’s biggest social and environmental challenges. We offer opportunities for you to develop your skills and experience in a friendly, flexible and supportive working environment.
• A unionised work environment: our staff have the opportunity to join the union, and are supported by our recognised union, Unite. We regularly consult and negotiate with our employees on workplace matters ranging from working conditions to pay.
• Regular in-person meetings, including all-staff away days, retreats and directorate strategy days to create connected teams.
• 8% non-contributory pension, invested with NEST and their green funds.
• A healthcare plan with Bupa.
• An employee assistance programme: advice and support, lifestyle discounts and short-term counselling.
• Death in Service cover of 3x salary.
• 25 days’ annual leave (increasing with length of service) plus office closure at the end of the year, ensuring everyone gets time to switch off together.
• Enhanced family leave pay: up to 18 weeks paid at 90% for either parent.
• Enhanced sick pay starting at 5 weeks’ full pay from day 1.
• Season ticket loan and cycle-to-work scheme.

ShareAction currently operates a hybrid working policy, with staff permitted to work either in our office or remotely. The Financial Sector Research team normally meets in the office once a week, with some flexibility possible.

ShareAction values and respects all differences in people (seen and unseen) and welcomes applications from all backgrounds, communities and industries. We are committed to having a team that is made up of diverse skills, experiences and abilities, and we are working hard to provide an environment where all can bring their authentic selves to work. We know that some people won’t apply for a role unless they meet all the requirements listed in the job description. If this is the case for you, but you think you would excel in this role, we want to hear from you!

For further information and to apply, please visit our website via the Apply button.

Closing date: 9.00 am on Monday, 7 July 2025.
First-round interviews: w/c 14 July 2025 (online).
Second-round interviews: w/c 21 July 2025 (online). 

To be considered for this post, you must be legally eligible to work in the UK; unfortunately, we are unable to provide visa sponsorship.

Be part of something extraordinary at Epilepsy Society. We are seeking a value’s driven Legacy and Individual Giving Lead to join a charity that provides world leading support for people with epilepsy through Care, Research and Advocacy. 

Key Accountabilities 

• Responsible for the end-to-end management of the Legacy Marketing Programme, including Gifts in Wills
• In collaboration with the Individual Giving and Philanthropy Manager, develop and evolve the Legacy Marketing Programme, including In Memory and Tribute Fund marketing, in alignment to the Charity’s mission and strategic goals
• Execute and further develop a comprehensive legacy strategy, with a focus on retention and income growth through, tested supporter journeys, digital channels and automation. Planning for journeys to end with a gift in a will
• Optimise and create supporter journeys to increase propensity to give and drive loyalty and consideration among legacy and individual giving prospects
• Responsible for aligning legacy acquisition and retention marketing to the individual giving programme, to maximise uptake and engagement. In conjunction with their manager, work together to develop new ideas and best practices to improve the number of legacy pledges and the income from In Memory fundraising to increase annual gift amounts
• Achieve income targets that support the delivery of fundraising goals aimed at delivering in excess of £3m+ per annum
• Campaign Management: Plan, execute, and evaluate multi-channel fundraising campaigns, including direct mail, email, and social media, to maximize giving. Keep track of results and flag under or over performance in a timely manner

For the full job description, please download the recruitment pack attached. 

The post holder should demonstrate our people values of CAIRO (Caring, Accountable, Improving, Respectful and Open.

What we can offer

•    27 days annual leave + bank holidays, with the ability to buy and sell annual leave 
•    A generous Employee Referral Scheme (refer a friend and earn up to £150) 
•    Length of service awards
•    Access to shopping discounts and cashback with thousands of retailers through Purple Rewards
•    Staff recognition scheme 
•    Excellent training and development opportunities
•    Group Pension
•    Life Assurance (2x your annual salary)
•    Confidential, supportive Employee Assistance Programme, accessible 24/7
•    Salary Finance, offering you products linked to your salary and tailored to your individual circumstances. Providing services such as loans, advances, savings and financial education

On-site, there is plenty of free car parking, a Café and beautiful grounds to work in and be surrounded by.

If you have the right skills and experience and are inspired to apply, please do so by uploading your CV and covering letter explaining how you meet the person specifications of the role.

A DBS (Disclosure & Barring) check will be required before appointment is confirmed.  

We reserve the right to close the post early once we have received a sufficient number of applicants: please submit your application as soon as possible to avoid disappointment. 

Royal Voluntary Service has an opportunity available for a Legacy Manager to join our team. You will join us on a full-time, permanent basis, and in return, you will receive a salary from £42,810 per annum

About the Legacy Manager role:

The Public Fundraising team are responsible for recruiting and stewarding new supporters in order to secure long-term income and growth. The fundraising team has real ambition to grow and develop, and Legacy and  In-memory giving will form a key part of these plans.

You will lead on the development and implementation of a new Legacy & In Memoriam fundraising strategy that will

support our vision to grow income in this area. To do this you will be an ambitious, confident and experienced Legacy fundraiser with a passion for excellent customer experience and a natural collaborator. You will be

great at building relationships with internal and external stakeholders. You will work with teams across the charity to establish potential within our existing networks as well as reaching new audiences.

This is an opportunity to build and shape Legacy and In-mem giving at Royal voluntary service. You will be responsible for putting together plans to acquire new donors as well as building comprehensive stewardship plans for legacy pledgers and in-memoriam donors.  You will have experience of delivering legacy events, marketing and setting and meeting ambitious KPI’s.

The role will work closely with the Head of Public Fundraising, research and implementing other new Legacy and in memoriam opportunities. All legacy administration is handled externally.

Location: This role is Home based with occasional national travel

Hours: Monday to Friday, 35 hours per week

Benefits

• 26 days’ holiday (pro rata) plus paid statutory Bank Holidays (pro rata)
• Ten weeks’ company sick pay following successful completion of probation
• A great pension scheme
• 2 x Salary Death in Service Benefit, subject to qualification
• Enhanced Family Leave schemes
• An employee benefits package that gives access to an exclusive rewards website to get discounts and cashback online
• A 24-hour doctor line, financial support with dental/optical and other therapies
• A free and confidential employee assistance programme with up to six face-to-face sessions counselling included
• Extensive online and on the job training to ensure you will succeed in your role
• Opportunities to discuss flexible working
• Opportunities to develop new skills and progress your career
• The chance to make a positive, lasting impact that changes lives, communities and society

What you'll bring as our Legacy Manager :

Knowledge

• Experience of developing and managing a mixed Legacy and In-Mem Marketing portfolio.
• Experience of stewarding legacy prospects to become pledgers
• Excellent knowledge of GDPR, Fundraising Regulator guidelines, and other fundraising standards.
• A good understanding of working across a variety of fundraising channels; including digital, email, social media, direct mail, telemarketing, and SMS.
• A good understanding of using Charity CRMs.
• Proven record of managing agencies
• Proven track record of planning and delivering events
• A proven track record of delivering successful legacy and in memory fundraising programmes
• Understanding of UK legacy and in memory giving market including future trends and direction.
• Ability to report and analyse online and offline campaigns, including interpreting results, applying learnings and making recommendations to increase income.
• Ability to design, develop and deliver training and development activities for both staff and volunteers.
• Proven track record of delivering legacy cultivation events

Skills

• An excellent communicator, both verbally and in writing, and able to build and develop strong working relationships across an organisation.
• Strong public speaking skills and experience of speaking at events for volunteers and supporters .
• A self-motivator with excellent organisational skills and ability to prioritise and deliver multiple projects to schedule.

Experience

• At least 5 years’ fundraising experience especially in legacy and in memory fundraising
• Experience of integration of legacy & in memory fundraising promotion across an organisation
• Experience of working in a dispersed charity with operational volunteers
• Experience of working with volunteers in a fundraising capacity.
• Experience or understanding of the nature of home/remote working.

Please refer to the role profile available to view on this vacancy for full details of this opportunity.

If you feel have the skills and experience to become our Legacy Manager  please click ‘apply’ today, we’d love to hear from you!

The closing date for this role is Friday 4th July 2025. However, we reserve the right to close this vacancy early should sufficient applications be received.

At Royal Voluntary Service our goal is to welcome everyone and build inclusive and diverse teams. We celebrate difference and encourage everyone to join us and be themselves at work. To find out more about our commitment to EDI, visit our website.

Join Royal Voluntary Service and together we can change lives, change communities and change society.

Are you a passionate, values-driven fundraiser looking for a career-defining opportunity? Join WSUP at a pivotal moment as we grow our impact and strengthen our fundraising in line with our ambition to prevent and end homelessness in our community.

Click Apply, download our Recruitment Pack and find out about WSUP's strategic priorities.

This new Fundraising Lead role is central to our strategy - designed to secure sustainable income through community engagement, partnerships, and bold, values-aligned funding. You’ll lead the development and delivery of an ambitious fundraising strategy that aims to grow income to £400,000+ per year - supporting both WSUP’s immediate needs and long-term growth. This will include a blend of bid writing, challenge events, and community-led fundraising, working closely with volunteers, partners, and local supporters to build strong relationships and unlock sustainable income.  

Your work will help expand our trauma-informed services, embed lived experience across the organisation, and ensure we respond to rising demand with dignity and care- while building a local solidarity economy based on mutual support and community-led solutions.

We’re looking for a creative and strategic thinker with excellent relationship-building skills and a commitment to equity and inclusion. You’ll be working closely with our leadership team and wider network of partners and volunteers, shaping a fundraising programme that reflects WSUP’s grassroots ethos and the powerful stories at the heart of our work.

This is a unique opportunity to help shape the future of a trusted local charity - and to play a vital role in building a healthier, more just Greenwich for all.

Key Responsibilities

Fundraising & income generation 

· Trusts & grants: Research, write, and submit compelling funding applications to trusts, foundations, and grant-making bodies to secure new and repeat funding.

· Corporate & individual giving: Work alongside Service Delivery Manager and Deputy Service Manager to develop relationships with corporate sponsors and individual donors, creating engagement opportunities.

· Donor stewardship: Manage and nurture relationships with funders, ensuring timely reporting and impact updates.

· Donor stewardship: Provide timely and effective follow-up communications with supporters, ensuring they feel valued and engaged.

· Fundraising strategy: Support the development and implementation of WSUP’s fundraising strategy, identifying new opportunities for income growth.

· Event fundraising: Assist in planning and delivering fundraising events to engage supporters and raise unrestricted funds

· Financial oversight: Work with the CEO to develop fundraising budgets and ensure accurate income tracking.

· Financial oversight: Process cash and cheque donations for Community & Events income, including ensuring this income is processed and recorded accurately on our database which may include batch uploads.

· Campaigns & appeals: Develop and implement online fundraising campaigns, such as Winter Appeal or emergency appeals.

· Storytelling & impact reporting: Work with Communication Lead to share real-life stories that showcase WSUP’s work.

Person Specification

Essential skills & experience

· Fundraising knowledge: Understanding of trust, foundation, and corporate fundraising, with proven experience of writing successful grant applications.

· Communication skills: Strong written and verbal communication, with the ability to craft compelling proposals and reports.

· Relationship management: Ability to build relationships with funders, donors, and stakeholders at various levels.

· Organisational skills: Ability to prioritise workload, meet deadlines, and manage multiple projects simultaneously.

· IT proficiency: Strong skills in Microsoft Office (Word, Excel, PowerPoint), databases, AI tools and social media scheduling tools.

· Financial literacy: Ability to create fundraising budgets and financial reports.

· Compliance: Knowledge of fundraising legislation, including Gift Aid and GDPR compliance.

Desirable skills & experience

· Experience in a small charity setting, ideally within the homelessness or health-related sector, understanding the challenges and opportunities of grassroots fundraising.

· Experience organising donor engagement events or corporate sponsorship opportunities.

· Proven ability to use videos and infographics to enhance fundraising campaigns.

· Social media: Experience using social media for fundraising and engagement, with an understanding of digital marketing principles.

· Experience with volunteer management or coordinating fundraising volunteers.

Personal attributes

· Passionate about social justice and WSUP’s mission to support people in crisis.

· Self-motivated and able to work independently, with a proactive and creative approach.

· Adaptable and willing to take on a variety of tasks in a small but dynamic team.

· Resilient and resourceful, with a problem-solving mindset.

· Comfortable working in a fast-paced, evolving environment where flexibility is key.

What we offer

· The opportunity to make a real impact in a grassroots charity supporting local communities.

· Flexible working arrangements (remote work possible).

· Professional development and training opportunities.

· A supportive and inclusive team culture, with a strong emphasis on lived experience and trauma-informed practice.

We're looking for a kind, compassionate, and resilient Deputy Manager to join our Learning Disabilities service in Hertfordshire.

£38,148.00 per annum, working 40 hours per week.

Want to feel like you have an exciting future? You'll feel at home here.

Making you feel at home here means helping you thrive in every way. That's why we offer a wide range of benefits, award-winning Learning & Development and a culture that welcomes all. These aren't token gestures - we've thought long and hard about how best to support our team. After all, our people are doing something amazing: helping to transform lives every day.

Our benefits include:

• Annual leave increasing up to 30 days with length of service
• Free DBS
• Exclusive discounts and cashback via Reward Gateway® and opportunity to buy a Blue Light Card
• Fully paid induction programme and further training
• ILM courses and Apprenticeship Programmes
• Healthcare Cashplan through our partner Healthshield
• Cycle to work scheme

All applicants must be legally eligible to work in the UK by the start of employment as Look Ahead are not able to offer sponsorship.

A Deputy Contract Manager is to support the Cluster Manager who is responsible for the effective management of all contracts within their designated patch, including line managing the relevant frontline staff. Experience with working with Severe Learning Disability, Profound Autism, and behaviours of distress needed.

What you'll do:

• Support the Cluster Manager to drive business planning activities within your contract, ensuring relevant and challenging objective setting and ongoing performance tracking, developing turn around action plans as may be necessary
• Support the Cluster Manager, using sound financial and accounting principles, manage contract budgets to deliver on corporate and local contract financial targets
• Successfully lead and motivate the team to ensure the championing of and maintenance of a positive local culture within your service
• Work to continuously improve staff competence, ensure ownership of all staff issues and speedy and effective conflict resolution

This is not an exhaustive list of all the duties and responsibilities that may be required from time to time and is subject to change in accordance with the needs of Look Ahead

About you:

• Enjoys social interaction and the company of others, joins in local activities to encourage customer involvement and inclusion
• Exudes a warm friendly presence and open behaviour
• Prefers working as part of a group or team
• Is fundamentally calm and resilient, does not let emotion adversely affect them or obscure their judgement
• Has a practical and logical mind and is naturally well organised
• Thrives on change and enjoys dynamic diverse environments

What you'll bring:

Essential:

• Educated to degree level or equivalent
• Holds relevant CMI/NVQ Level 4 or other business/management qualification

Desirable:

• Educated to degree level or equivalent
• Holds relevant CMI/NVQ Level 4 or other business/management qualification

About us:

Look Ahead is a leading, not-for-profit care and support provider in London and the South East. Our vision is to build better lives through social care and housing in local communities. As an organisation we deliver over 100 services, providing support to thousands of customers each year. Our mission is to co-design and deliver services that offer innovative social care solutions and support people to thrive.

We have a strong social purpose and we live and work by our values:

• We focus on Excellence and innovation.
• We are Caring and Compassionate.
• We are Inclusive and Trusted.
• We work in Partnership and are One-Team.

Look Ahead is committed to safeguarding and promoting the welfare of children and adults at risk, and expects all employees, workers and volunteers to share this commitment.

We reserve the right to close this advert early if we are able to appoint to the vacancy before the advertised closed date.

We are committed to diversity and inclusion at work and are accredited with Silver in the Inclusive Employers Standard 2021. We are a proud member of the Employers Domestic Abuse Covenant and encourage applications from a diverse range of applicants of all backgrounds.

Please see our website for full Job Description

Prostate Cancer Research exists to honour the men and families who have been through things no family should have to go through, and to work for a future where no one needs to fear a prostate cancer diagnosis. 

We are always working to provide resources to help, support and empower patients. Giving them the information they need to make better choices about their treatment, while working to identify and target specific unmet needs in the prostate cancer ecosystem, such as racial inequality and bone metastasis.

Our dedicated staff team is the key to our success, expanding the amount of research that we fund five times over in four years. PCR has been shortlisted for an Impact Prize and won the Change Project of the year award in 2023

It’s been a successful few years for PCR’s Events team with good results across the portfolio, raising over £1.4m (against a target of £800k) in 2023-24 and more than £2.3m in 2024-25 (against a target of £1.7m). The team structure has recently been refreshed, bringing in new roles to ease capacity and ensure the whole team can do their best work – contributing to PCR’s lifesaving mission, developing in their careers and enjoying their jobs within our ambitious and supportive team. 

This role is a new position within the structure, created to focus on our growing third-party events portfolio, an area which is performing well across the sector and deserves more attention. It is an important role which will oversee the innovation, planning and delivery of all third-party events, whilst taking a leading role on wider infrastructure development for the team.

You will work with colleagues across the organisation to seize opportunities, whilst ensuring best practice in our fundraising activity and the delivery of brilliant stewardship during supporters’ participation in third-party events & beyond.

The position reports to the Head of Events & Community and will supervise the work of two Events & Community Executives on relevant projects. Collaboration will be important, including with the other Events team managers who each lead the innovation, planning & delivery of (a) virtual challenge events, and (b) PCR-owned bespoke events. 

We are keen to work together to develop & shape this into an exciting and meaningful role for you. At PCR, we prioritise our team members’ development, and there will be a % of time available to work on other areas of the portfolio for development and interest. However, your main focus will be: 

Strategy, project management and income growth 

• Create and lead the strategy to maximise the value of PCR’s third-party challenge events portfolio, working with the Head of E&C and others to take a long-term view and build this area into a sustainable & growing income stream. 

• Oversee the project management of all third-party events, including the London & Brighton Marathons (and other new events as they are introduced), working with the E&C Executives to ensure targets are met and best practice delivered. 

• Design and deliver ambitious fundraising budgets for your projects which contribute net income towards PCR’s mission. 

• Build good relationships with suppliers, venues, agencies and consultants to ensure great value. 

• Oversee the stewardship of fundraisers, ensuring journeys are relevant & engaging and continuously improved.

• Work with the other Events team managers to contribute to the planning & delivery of other activity areas. 

Product development and innovation 

• Seize the opportunity to grow & improve PCR’s third-party event portfolio, staying up to date with sector trends, identifying new journeys, suppliers & products, and taking a test & learn approach, always ensuring that learnings are captured. For this, there will be realistic budgets & an understanding of the investment needed for new ideas. 

• Develop approaches to engage supporters beyond their initial participation, working with Public Fundraising colleagues & others to test cross-selling journeys and maximise the life-time value of third-party event fundraisers. 

• Maintain a strong level of understanding of PCR’s existing (and target) supporters to create and implement products & stewardship that motivate and inspire them. 

• Alongside the Head of E&C and other Events team managers, embed a culture of innovation and supporter insight. 

• Proactively collaborate internally, working with other teams to identify opportunities which meet PCR’s objectives, including with the Partnerships team to ensure the development & delivery of an employee fundraising programme. 

• Take the lead in developing processes and infrastructure across the Events team that improve efficiency, compliance and best practice, working with other team members to prioritise and deliver this work. 

Team leadership  

• Alongside the other Events team managers, supervise the relevant day-to-day work of the Events & Community Executives to ensure that the projects you are working on together are carried out effectively. 

• Work closely with the Head of E&C and the other Events team managers on team strategy and capacity planning. 

• Work with the team to embed our agile ways of working, modelling the principle of collective responsibility. 

• Attend and contribute to meetings, sharing new ideas and learnings that might be useful for the wider team. 

• Work with the Head of E&C and other Events team managers to embed and model PCR’s organisational values: innovation, collaboration, accountability and championing the patient voice. 

The Events & Community Manager may also get involved with other projects and tasks as appropriate to support Public Fundraising activities. Attendance may be required at some weekend and evening events, for which TOIL will be given.

Skills and Competencies 

Our ideal candidate would be proactive team player, with: 

• A willingness to get stuck in, eager to learn and strong sense of personal accountability. 

• Confident event and project management skills, including end-to-end planning, budgeting & results tracking. 

• An understanding and (ideally) experience of third-party challenge events or similar peer-to-peer fundraising activity. 

• The ability to see opportunities and drive progress in existing events – and finding our next successful ones!

• An ability to oversee others’ work, delegate & give feedback effectively, and to take a leadership role within the team. 

• Excellent organisational skills & an ability to juggle multiple competing priorities, identifying the most valuable use of time 

• Great communication and stakeholder management skills.

• The ability to motivate and inspire a range of audiences through relationship building and storytelling.

• Good attention to detail and IT Skills. 

• A strong belief in the work we do at PCR and committed to PCR’s values. 

How to apply 

Please upload your CV & supporting statement (max 1 side of A4), outlining why you want role & why you think you’d be a good fit, with examples of previous experience. Deadline 23:59pm on the 9th July.

Successful candidates will be invited to first round virtual interviews on w/c 14th July. Second round interviews at our office in London are scheduled for Thursday 24th July. 

For more information about our organisation and what we do, visit the Prostate Cancer Research website, The Prostate Progress webpage, and the PCR online patient resource, The Infopool 

PCR is an equal opportunity employer committed to diversity and inclusion. We welcome applications from all qualified individuals regardless of their race, gender, disability, religion/belief, sexual orientation, or age. 

Are you a Governance specialist, available to start ASAP for an initial 6-month contract?

Music wouldn't exist without the work of songwriters, composers, and publishers. Our client is here to represent them and ensure they are paid for their work. After more than a century in the industry, they continue to innovate as a world-leading organisation.

The charity is hiring a new Interim Governance and Operations Manager on a full-time, fixed-term contract until 31st December 2025.

They offer a hybrid working model, allowing full-time employees to work from home up to three days a week.

This role is key to supporting a governance review, implementing governance frameworks, ensuring compliance, and improving operational processes across the organisation.

You will work closely with the charity's Trustee Board and internal teams to ensure legal and regulatory standards are met, while also driving operational efficiency and fostering a collaborative team environment.

Key responsibilities include:

• Managing and implementing governance policies and procedures aligned with legal and regulatory standards.
• Conducting compliance audits and preparing reports for the Trustee Board and stakeholders.
• Monitoring legislative changes and advising on policy updates.
• Providing governance training and support to staff and board members.
• Structuring and facilitating Trustee Board and committee meetings.
• Overseeing and optimising operational policies and procedures to enhance efficiency.
• Supporting strategic planning and decision-making with the Trustee Board.
• Managing team performance, assigning tasks, and ensuring timely delivery.
• Overseeing risk management, internal controls, and audit processes.
• Managing financial oversight, including budgeting, reporting, and financial controls.

About You

Our client wants you to bring the best version of yourself to work. They believe that celebrating individuality promotes a culture of acceptance and openness. Along with being whoever you want to be, in an ideal world you will also have:

• Proven experience in governance and operations management, ideally within the charity sector.
• Strong understanding of legal and regulatory frameworks for charitable organisations.
• Excellent leadership, communication, and stakeholder management skills.
• Strong analytical and problem-solving capabilities.
• Experience with financial oversight and strategic planning.
• Excellent proficiency in Excel is essential.
• Experience with Microsoft 365, including SharePoint and other data management tools.
• Ability to work independently and take initiative.
• Ideally, a working knowledge of Salesforce.
• Knowledge of Charity Commission regulations and GDPR is highly desirable.

What's in it for you?

Here are just a few things that set this charity apart from the crowd:

• We trust, value, and support our people to make the difference.
• We believe that diversity of thought and experience provides the platform for innovation and creativity.
• We are consciously inclusive and have eight Affinity Groups which you can join and make an impact.
• We invest in the development of our people to drive our ambitions forward.
• We offer a range of family-friendly leave including enhanced maternity and paternity, grandparent, fertility, reproductive and menopause support.
• We know time to rest and recharge is important which is why we offer 25 days holiday entitlement with the option to top up twice annually up to a maximum of 30 days.
• Employees can work from anywhere in the world for up to eight weeks of the year.
• Plus a whole range of other benefits, including retail discounts, gym discounts, season ticket or bicycle loan.

Interviews

• First stage will take place virtually on MS Teams.
• Second stage will be in person at their London Bridge Hub.

This role will close for interest on Friday, July 4th, 2025.

If you're interested in hearing more about this opportunity, please send your CV to Glen at Charity People.

Charity People and actively promotes equality, diversity, and inclusion. We match charity needs with skills and experience of candidates, irrespective of age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we know greater diversity will lead to even greater results for the charities we work with.

Are you a fully qualified or part-qualified accountant with excellent analytical skills, impeccable attention to detail and a high level of numeracy and intermediate Excel skills?  Looking for an exciting and highly rewarding new opportunity? If so, join Shelter as our Finance Analyst and you could soon be providing quality support to our high-performing Financial Planning and Analysis Team.

About the role

Key responsibilities and outcomes of the role are:

• Improved financial insight and analysis provided to organisational budget holders within the HSBC project, which enables effective financial decision making and management of business performance by budget holders.
• Through training, education and ad hoc support, HSBC project budget holders are empowered to engage effectively with financial planning (e.g. budgeting and forecasting).
• Supporting effective review of amendments and changes to the HSBC project. Ensuring that management receive accurate reliable and timely information to enable decision making related to restricted funded projects.

Role Specifics

The role involves reviewing and analysing monthly financial data, budgets, and forecasts to identify trends, variances, and key issues, and liaising with the wider Finance team and budget holders to ensure appropriate action is taken. You will support and educate budget holders, acting as their first point of contact for financial planning queries and contributing to training where needed. The postholder will help develop clear, insightful financial reports using Unit 4 FP&A software, incorporating user feedback and improving reporting on restricted funding. Responsibilities also include posting journals, managing financial reporting for HSBC projects, supporting budget and forecast cycles, reviewing business cases from fundraising teams, and providing financial input on bids and project proposals. Regular engagement with budget holders is essential to drive effective management of restricted funds and support evidence-based fundraising decisions.

Apply to be part of our team and be the change you want to see in society.

Benefits 

We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme.

Shelter helps millions of people every year struggling with bad housing or homelessness through our advice, support and legal services. And we campaign to make sure that, one day, no one will have to turn to us for help. We’re here so no one has to fight bad housing or homelessness on their own.

We are happy to talk about flexible working, personal growth, and to promote a workplace where you can be yourself and achieve success based only on your merit.

About the team

Our Finance Department works as a team of experts to safeguard resources and support decision making across Shelter. We strive to ensure Shelter is financially sustainable in order to achieve our vision of a home for everyone. This role sits within the Financial Planning and Analysis team. We support the charity through financial reporting, analysis, and expert advice, and enable collaboration to support managers and leadership in making effective business decisions.

About Shelter

Home is a human right. It’s our foundation and where we thrive. Yet everyday millions of people are being devastated by the housing emergency.

We exist to defend the right to a safe home. Because home is everything.

We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve.

Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist.

Safeguarding statement

Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies. 

Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.