Financial planning manager jobs in hockley, west midlands

About The Role

Contract: Up to 12-month fixed term contract, covering maternity leave.

About Alzheimer's Society - who are we and what’s our mission?

Dementia is the UK’s biggest killer. One in three people born in the UK today will develop dementia in their lifetime.  

At Alzheimer’s Society, we’re the UK’s leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding ground-breaking research and campaigning to make dementia the priority it should be.  

Together with our supporters, we’re working towards a world where dementia no longer devastates lives. 

Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.  

About the opportunity

We are thrilled to offer an incredible opportunity to become part of our High Value team at Alzheimer’s Society as part of a maternity cover.  

We’re looking for a passionate, people-focused communicator to join us. This is more than a fundraising role—it’s about building meaningful, lasting connections with supporters who want to leave a legacy of hope.

This is your chance to play a pivotal role in generating essential funds that drive our mission forward, supporting those living with dementia, funding ground-breaking research, and campaigning for change.
You’ll be the trusted guide for individuals considering leaving a gift in their Will, helping them feel valued, informed, and inspired every step of the way. You’ll also lead on delivering three engaging supporter events each year, bringing our mission to life and showing the real impact of legacy giving.
If you are seeking a varied and fast paced role in a supportive and experienced team this could be the move for you.

About you

You may not be from a fundraising background, that's ok! Let us know in your application how you match what we need for you to succeed. We need you to have; 

- Strong relationship building and communications skills, to a wide variety of audiences, with an interest in some public speaking (don’t worry, we will guide you), both virtually and in person.
- Ability and motivation to meet and exceed targets, both financial and service delivery.
- Confidence or keen interest to learn how to deliver an engaging presentations to small and large audiences.
- The independence and self-motivation to work remotely.
- Enjoys travel and has the flexibility to meet key stakeholders across the Midlands as well as an ability to attend regular internal meetings at our flagship offices across the UK.

Location: This is a homeworking role with travel across the Central West and Midlands and to other locations, including our national offices in London, Birmingham, Warrington, and Belfast.

Interview Dates: 24th & 25th July. 

Our commitment to Equity, Diversity, Inclusion & Belonging  

We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as part of a minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.     

Our hiring process 

We want you to bring your whole self to the process. Applications are anonymised until interview stage, and we’re happy to support any adjustments. Share your feedback via our candidate survey when applying to help us improve. We may close early if we receive high interest (with 48 hours’ notice). Some roles may require a DBS check as part of our safer recruitment commitment. Thinking about using AI during the recruitment process? we know this can be helpful in many ways but remember to include your personal and authentic self too. Your voice and experience are what really set you apart. 

Giving back to you  

At Alzheimer’s Society, we value our people and take a total reward approach to pay and benefits. You’ll enjoy a generous double-matched pension scheme, 27 days’ annual leave (plus bank holidays and wellbeing days), and access to a free Bupa Cash Plan, 24/7 EAP, Thrive mental wellbeing support, and virtual GP services. Our Society Plus platform offers exclusive discounts, wellbeing resources, and recognition schemes, while our flexible working, family-friendly policies, and life assurance provide peace of mind and work/life balance. We also offer a free Will-writing service and long service awards to recognise your ongoing commitment.

About their organisation

This role sits within their wider marketing team. Its specific focus is to develop and deliver marketing campaigns that promote their commercial activities to both business and customer stakeholders with the ultimate objective of boosting revenue and engagement.
 
Our client is a dynamic contemporary arts centre and independent charity based in Birmingham. Its mission is to make art an important part of people's lives.
 
They deliver

• extensive venue hire business, including conferences and meetings
• catering offer, including venue hire hospitality
• Shop and retail offer

This role will work closely with all of the individual commercial teams and the wider marketing team to support the delivery of sales targets and positive profile that ultimately benefit the charity.
 
Principal Purpose of Post

You’ll deliver dynamic, multi-channel marketing campaigns that shine a spotlight on their commercial offer – captivating both corporate clients and everyday visitors. Your work will directly boost engagement, revenue, and, ultimately support their wider charitable mission.  
 
This role sits at the heart of their Marketing Team, with strong ties to their commercial teams across catering, retail and venue hire.

• To measurably increase profile, awareness and engagement relating to their commercial activities (Business to Business, B2B) and Business to Consumer, B2C)
• To initiate and deliver comprehensive digital and offline marketing campaigns and tactics in line with their Business Plan and strategic priorities

 
Key Responsibilities 

GENERAL MARKETING
To work closely with the Head of Marketing and Head of Trading and relevant teams to:

• Contribute to the development and delivery of their commercial marketing plans, aligning with their wider marketing activities and brand guidelines
• Define and segment target audiences – both business and customers – and reach them through the most effective marketing channels 
• Work proactively with their artistic team to identify opportunities for commercial activities that add value to customer experience, flagging these for consideration by the commercial teams and devising/delivering related B2C campaigns to drive return on investment (ROI)
• Develop their commercial Customer Relationship Management (CRM) system and leverage customer behaviour insights to drive loyalty, repeat visits, and meaningful engagement. 
• Analysing CRM data, particularly in relation to booking behaviours, to capitalise on opportunities to support client loyalty, retention and repeat bookings (including memberships)
• Develop high quality digital/offline assets to support the full client/booking journey
• Monitor key metrics – socials engagement, footfall, new leads, repeat bookings and conversion - and adapt strategies to maximise impact. 
• To work with external suppliers e.g. printers, mailing houses, designers and advertisers to secure and fulfil high quality opportunities at competitive rates (small-scale design work may be required)
• To assist in the smooth running of the department, adhering to agreed financial and administrative systems and budgets.

PROMOTING THEIR VENUE HIRE OFFER

• Champion them as a premium venue for conferences, meetings and creative event hires. 
• Create compelling content for B2B promotion of their venue hire offer, prioritising meetings and conferencing. These may include activities such as
• Developing regular targeted B2B marketing campaigns via email marketing, LinkedIn content, case studies and print in close liaison with the commercial hires team and measuring effectiveness through ROI and related analytics
• Keeping their venue hire web content fresh, engaging and up to date, including putting hire events live and keeping food menus and venue hire packages up to date. 
• Maintain their presence across relevant venue hire listings, directories and event platforms

CATERING AND RETAIL

• Devise and deliver comprehensive and compelling on-site and digital marketing campaigns to support targeted B2C promotion of their catering and retail offer, driving engagement and sales to support key operational periods (such as school holidays) and measuring effectiveness through ROI and related analytics. These activities may include
• Sourcing and producing high quality signage/point of sale display, seasonal menu designs, promotional print, direct mail in line with their brand guidelines
• Tailoring marketing assets to enhance customer experience of their catering and retail offer, recognising the different motivations of each customer segment
• Ensure the  Food & Drink and Retail sections of their website are always looking their best and showcasing what’s new in an appealing way.  
• Engaging with local influencers, community groups and potential promotional partners to enhance reach and credibility   

Person Specification
Essential 

• A creative, organised and data-savvy marketer with experience running integrated campaigns
• Understanding of both B2B and B2C marketing landscapes and can pivot between them with ease.
• Experience of B2B marketing, particularly in promoting services to corporate or professional audiences
• Experience of developing and delivering B2C marketing campaigns, ideally within hospitality, retail, or cultural sectors
• Knowledge and experience of CRM systems
• Knowledge and experience of design packages, ideally Adobe Creative Suite and Canva
• Knowledge and experience of Google Analytics and social media analytics
• Knowledge and experience of search engine and website optimisation techniques
• Strong copywriting and content creation skills. 
• A collaborative and proactive approach, who thrives on cross-functional working and clear communication. 
• Passionate about arts, culture, and community – and excited by the idea of contributing to a charitable cause through commercial success. 

Desirable

• Strong up-to-date knowledge of cultural and hospitality sectors in Birmingham and the region, including key influencers, drivers, challenges, opportunities
• Good knowledge of LinkedIn
• Knowledge and experience of bulk email software

Equal Opportunities & Diversity
 
All staff are expected to further, promote, and ensure the implementation of, the equal opportunities and diversity policies of their organisation.
 
They are committed to creating an inclusive environment where individuals of all backgrounds, identities, and abilities feel valued, respected, and empowered to contribute their best work. They are also committed to ensuring their people are a reflection of the communities they serve. They ensure that their recruitment and promotion processes are fair and open to all.  
 
Note

This job description outlines the principal responsibilities and duties of the post holder. It is not meant to be, nor is it, an exhaustive list of specific responsibilities and duties. The post holder will be expected to undertake any other duties which could reasonably be expected as being within the remit of the post and which arise out of changes in legislation, regulations, orders, rules and working practices, methods and procedures and reviews, as directed from time to time.
 
Whilst they recognise the development of AI in the modern workplace, they would encourage you to take the time to complete your application without the use of AI; no generative AI tool can create the personal touch that you can inject into your own application.
 
Online Information Session

If you’d like to find out more, they invite you to join members of their marketing team for an online information session Wednesday 2 July at 6pm. They will talk about the role, what a work week may entail and other events and duties the role will engage with. At the end of the session, there will be an opportunity for questions. 
 
Deadline

All applications must be received no later than 9am Monday 7 July 2025. 
Late applications will not be considered.
 
Short-listing

Shortlisted candidates will be informed at the latest by Thursday 10 July 2025
 
Interviews

Shortlisted candidates will be invited to interview on Tuesday 15 July 2025
 
REF-222 275

Stroke Association is the UK's largest charity dedicated to helping with the emotional, practical and financial cost a stroke can have.

Surviving a stroke is just the start of a long and difficult recovery journey. Stroke Association is there to support stroke survivors and help their families find the strength they need to find their way back to living a fulfilling life.

A stroke can happen to anyone, of any age, at any time and one in four strokes happen in people of working age.

“I’m Leighton and when I was 39 years young I had a stroke.  There’s a sentence I never, ever thought I would write. But that’s the thing with stroke, it doesn’t care how fit and healthy I was. It doesn’t care that I’m a dad with a 10-year-old son. A son that needs me.”

We are looking for a passionate, enthusiastic and motivated individual to join the team raising vital funds to provide this invaluable lifelong support for all stroke survivors, just like Leighton.

The Role

This is an exciting new role in a newly created team, formed to acquire strategic corporate partnerships and community connections. Main responsibilities will include:

• Developing a robust pipeline of future support focussing on high value relationships.
• Delivering engagement strategies and products to enhance the conversion rate of your pipeline.
• Developing and delivering a relationship stewardship plan for all corporate partners.
• Delivering an individual income target.
• Tracking and monitoring income and pipeline values to support with forecasting and budgeting.

The Person

We are looking for a confident and enthusiastic person with excellent communication and relationship building skills. You should be excited by the prospect of building a new pipeline and portfolio of corporate partners and be confident stewarding relationships in this space. 

You must be able to work flexibly to maximise opportunities across Scotland, and have the initiative and ability to work with autonomy. Previous experience in fundraising is desirable; however, we are also keen to speak with people who also have the knowledge and experience in building relationships and are keen to transfer this skillset into the rewarding world of fundraising!

Why Stroke Association?

The Fundraising team at Stroke Association pride themselves on fostering an open, honest, flexible and supportive working environment. The culture is such that everyone feels valued and recognised and despite being a disparate team, there are strong bonds formed across the charity. Not only does this charity transform the lives of stroke survivors and their families, but it also offers a wonderful environment to work in where people add value and have a positive impact every single day.

The charity’s benefits also include elements such as volunteering days, long service awards, incremental annual leave increase with service, a generous pension contribution and enhanced maternity and paternity leave.

If this sounds like the opportunity for the next phase of your career, then get in touch! The role permanent and full-time (but flexible working will be considered). You must either have a driving licence and access to your own vehicle, or be able to demonstrate that you can meet the travel requirements of the role which include travelling extensively across the region/country.

If you think you could be the right person to fulfil the exciting responsibilities of this role, apply here, or get in contact with Charlie, Jen or Leanne at Charity Horizons for more information:

Please note: If you would like to submit an application or express your interest in an alternative format such as audio or video upload, or require any adaptations for your initial engagement with us, please contact either Jen or Leanne who will be happy to advise on this.

Please also be aware that we use anonymous recruitment methods when submitting shortlists for all our roles and we only work with organisations that are happy to engage with us in this way.

Charity Horizons is an equal opportunities employer and as such actively promotes equality, diversity and inclusion in the workplace. We welcome and encourage applications from all suitable candidates irrespective of age, disability, hidden disability, race or national origin, religion or belief, gender, gender expression, political view, sexual orientation, medical condition and pregnancy.

Do you want to make a difference to the lives of students and equip them to put their faith into action?

SCM is looking for a recent graduate to spend a year working with us to help us to continue to build on the work of our successful Faith in Action project. 

Run in partnership with Project Bonhoeffer, a small charitable trust, the project began in 2012 with a vision that Christian students in Britain would have a greater awareness and understanding of Bonhoeffer’s radical approach to faith and discipleship, and its implications for Christian living in the modern world. 

The project has helped to run over a dozen campaigns from Food Poverty to Peace, and had an immeasurable impact on thousands of students through blogs, resources, and relationships. All of this is bringing to light many ‘Bonhoeffers’ of today negotiating the implications on Christian living in the world.

In 2021 we developed the Faith in Action project as a graduate scheme by employing two graduates to work on the project; one to lead on theology bringing a depth of learning and theological refection, and the other to be a campaigns lead, taking us always back out into the world to make a difference.

The project has been very successful, and now we are looking to grow it for further. We are looking for a passionate graduate to join the project for the 2025-26 academic year.

In this role, you will be a theologian to make other theologians, and will provide the framework for students to be able to reflect theologically on their life and modern Christian Living. You will be responsible for growing the breadth of SCM’s Faith in Action resources, and discovering new ways of connecting with the current membership via the trends of social media or engaging in face-to-face reflections. An activist to make other activists, you will coordinate social action for SCM, engaging the membership in social justice projects that maximise our impact in society and the world.

You will work to build relationships between SCM communities and members to equip students with the skills they need to become faith-filled agents of social and political change and lead them in theological reflection to discern their involvement in local and national campaigns. You will also work to develop relationships with other Christian social justice and campaigning organisations to create opportunities for students to put their faith into action. In all of this, you will be supported by our small but perfectly-formed team, who will share your values and fully understand your aims in this project.

The role will require some travel within Britain, as well as semi-regular visits to the office in Birmingham, which may also include an overnight stay. All reasonable expenses for travel and accommodation will be reimbursed. Some evening and weekend work may be required for which time off in lieu will be given.

We particularly welcome applications from disabled, Black, Asian and Minority Ethnic and LGBTQ+ individuals who are currently underrepresented in the organisation. Due to the nature of this role and the responsibilities of the successful post-holder, a genuine occupational requirement to be a committed Christian is in place for this role in accordance with the provisions of the Equality Act 2010.

Please use the forms provided; CVs will not be accepted. Applications should be submitted electronically in Word format by email to the address provided in the application pack.

Student Christian Movement is a registered charity in England and Wales, number 1125640, and in Scotland number SC048506

The Training Coordinator plays a key role in supporting delivery of training for the Award network.
Working closely with internal teams and external partners, the Coordinator ensures training content is
relevant, accessible, and effectively delivered across various platforms.

Key Responsibilities

• Assist in the development, scheduling, and coordination of the organisation’s training offer to our various operators.
• Coordinate logistics for instructor-led online workshops including setting the schedule, identifying and preparing trainers and Foundation Representatives.
• Ensuring learning related operational procedures are understood and implemented across training.
• Provide administrative support to our Global Training Panel, including communications,
• scheduling, and tracking participation.
• Assist in sharing and promoting training content through established communication channels.
• Collect and compile feedback from training participants to support continuous improvement.
• Upload and maintain training content on the delivery platform in collaboration with the Digital Programmes team.
• Help track and report on training participation, outcomes, and budget utilisation as required.
• Maintain records of training sessions, attendance, and evaluation results.
• Use translation software to maintain and update translated materials as required.
• Use course creation software to maintain, update and create content as required.
• Coordinate training for our Global Training Panel and Operator trainers through the Trainer
• Development pathway.
• Assist with coordinating executive training programmes.
• Build effective working relationships with staff, volunteers, and partners to support a culture of learning and capacity development.
• Contribute to the ongoing improvement of training processes and documentation.
• Perform other related duties as needed to support the success of training initiatives and the broader goals of the organisation.

Are you looking for a fully remote, purpose-led and meaningful leadership role, one where you will be dismantling the motherhood penalty for thousands?
 

Pregnant Than Screwed  work sits at the intersection of providing information and support, research, raising awareness, and advocating and campaigning for change – always with a bold, unapologetic commitment to justice for mothers and parents.

Their impact over the last 10 years speaks for itself with 20,000 supported through their one-to-one advice line, successfully influenced key changes in UK law, including the Day-one right to request flexible working, and extended redundancy protection for pregnant women and new mums. Over 150 mentions in Parliament, Thousands of pieces of media coverage, including front-page features in The Times, The Guardian, and The Daily Mail and over 400,000 followers across social media, building a powerful digital movement

Culture and Inclusion

As Head of Development, you will work with an amazing CEO, an individual who has empathy, knowledge and savviness to lead the charity through its next level of growth. She is a progressive and inclusive leader, bold and brave in her actions, knowing that words do not bring about change, only actions. A kind yet fearless leader who will offer freedom, flexibility and personal and career growth. This is a unique opportunity to work with an incredible CEO and shape the future of working mums in the UK forever.

The lived experiences we’d love you to have

Our client is not a “box ticker” instead they are a progressive and inclusive employer, one where they value your lived experiences and skills just as much and can see behind any gaps you might have on your CV.

Our client has already built a strong foundation with our fundraising efforts – particularly through trusts and foundations – but we’re just getting started. They need a determined, creative, and strategic fundraiser to not only continue to grow this vital income stream but also to develop and scale our individual giving program, including high-net-worth donors, membership opportunities, and fundraising events.

As Head of Development, you’ll oversee our fundraising efforts across key areas:

1. Trusts and Foundations: Continue to build on our existing success by nurturing relationships with funders, submitting compelling funding applications, and ensuring robust reporting and stewardship.
2. Individual Giving: Develop and execute a strategy to grow this income stream, including high-net-worth donor programmes, membership opportunities, and community engagement fundraising.
3. Corporate Giving: Establish and grow partnerships with value-aligned businesses, creating mutually beneficial relationships that generate income, amplify our mission, and align with our campaigning values.

This is a unique opportunity to join a growing organisation and make a significant impact by developing innovative, creative approaches to fundraising while ensuring our existing work continues to thrive.

In return for your passion, commitment and hard work, you will receive some of the most competitive benefits across the sector, whilst knowing that every day you are changing the lives of parents, families and the workplace. Your passion for gender equity will be shape the lens through which you storytelling and campaign tirelessly for the good of the millions of women who continue to lose their jobs, get passed over for promotion and face a penalty for being a mum.

Here are just some of the benefits they offer:

· Flexible working is embedded in our culture with employees working different hours, and days of the week.

· 34 days annual leave, including statutory bank holidays. This is pro-rata for part-time staff.

· Paid leave between Christmas Day and New Year’s Day.

· 2 paid ‘’Wellbeing Days’’. These are days that can be booked off with no notice and no questions asked.

· 5 days paid leave to care for dependents.

· Participation in a comprehensive workplace pension scheme with contributions from the organisation of 4%

· Enhanced maternity, paternity and adoption pay.

· 4 days of training per year. 

· Work from home onboarding and office set up.

Next steps

We would love you to apply, which is a simple and transparent process, with a screening and interview stage with Scoutess Consultancy (we are the recruitment partner for this role) and a one stage interview with our client w/c 21st July (interview 23rd June). Please note the advert will close on Sunday 13th July at midday, however, you may be contacted earlier if shortlisted.