Financial planning manager jobs in liverpool

Are you a self-motivated and ambitious individual with experience of building lasting relationships that make a meaningful impact?

We have ambitious growth plans for community fundraising and regional partnerships at British Heart Foundation (BHF), and are recruiting a Fundraising Manager to support our work in Cheshire andGreater Manchester East.

BHF’s vision is a world free from the fear of heart and circulatory disease, conditions that will impact more than half of us in our lifetime. It’s more important than ever that we build on our fundraising expertise to raise vital funds to save more lives.

We're looking for a talented person to join our team from the private, public or third sector, who can demonstrate:

• Knowledge and experience of building relationships with a variety of diverse audiences to achieve financial targets.
• Excellent communication skills (written and verbal) able to motivate and inspire supporters.
• Able to effectively manage multiple and competing priorities to meet deadlines.
• Excellent organisational skills with firm understanding of KPIs, targets, budgeting, and risk mitigation plans.
• Curious and data driven to provide insight and analysis to identify and nurture opportunities.
• Creative thinker with exceptional problem-solving skills.

About the role

Across your geographic area of Cheshire and Greater Manchester East, you'll:

• Identify, develop, and steward supporter relationships with businesses, fundraising groups, and high value prospects.
• Understand supporter motivations, identifying opportunities across the Charity that inspire and engage, enabling them to achieve their fundraising goals and reach their potential.
• Identify and steward corporate prospects using a pipeline process resulting in applying for and converting opportunities.
• Be proactive within your area to identify opportunities for fundraising and raise awareness of the Charity.
• Manage supporters effectively using our CRM system (OneCRM) to provide excellent stewardship.
• Meet agreed financial targets, provide monthly financial progress reports, and put mitigation plans in place for any shortfall.
• Promote BHF’s activities and campaigns to raise awareness and drive income.

This is an exciting opportunity to join a fast-paced growing team, in an organisation that supports the nations hearts from their first heartbeat to their last.

Working arrangements

This is a field-based role covering Cheshire and Greater Manchester East.  This region covers East Manchester, Chester, Wirral, Crewe, Oldham, Rochdale, Stockport, Macclesfield, Tameside, Warrington, Altrincham, and Lymm.You'll need to live in the area or be able to relocate to this region.

Regular travel within the area, and occasionally to other parts of the UK.

You must have a full UK driving licence at the time of application with access to your own vehicle.

There will be a requirement for flexible out of hours working to support occasional evening and weekend activity. You will be compensated for this with time off in lieu.

What we can offer you

Our generous staff benefits include:

• 30 days annual leave plus bank holidays.
• Private medical insurance, dental health cover, and money towards gym membership.
• Pension scheme with employer contribution up to 10%.
• Full pay for 12 weeks for family leave including maternity, paternity and adoption leave.
• Life assurance.
• Extra paid leave of up to 10 days to support colleagues who may need more time off work to look after themselves or others close to them.

We have been recognised by the Chartered Institute of Personnel and Development (CIPD) for our Live Well. Work Well. Programme. Heart health is central to our mission, and that starts with you. We provide a programme.

Interview process

This will be two stage interview process. The first stage interview is planned for w/c 21 July 2025

Supporting over 750 children and nearly 1,000 families annually, Acorns Children’s Hospice is a vital lifeline for families across the West Midlands and Gloucestershire during unimaginably difficult times.

Palliative care for children aged 0–18 is delivered at Acorns’ hospices in Birmingham (serving Birmingham and Warwickshire), Worcester (serving Herefordshire, Worcestershire, and Gloucestershire), and Walsall (serving the Black Country and parts of Staffordshire and Shropshire), as well as in family homes and other community settings. Acorns’ holistic, tailored approach is designed to meet each child’s clinical, emotional, cultural, religious, and spiritual needs.

Trust and Foundation income is a cornerstone of Acorns’ fundraising strategy. Income is primarily unrestricted and multi-year – a reflection of the strong, long-standing relationships Acorns have built with funders. With a mix of small templated applications and large bespoke bids, trusts work is underpinned by thoughtful stewardship and a collaborative, well-resourced approach across teams.

We’re looking for an experienced Trusts fundraiser to provide maternity cover and hit the ground running. You’ll take on a robust pipeline and inherit relationships from a portfolio that includes multi-year partnerships with major funders such as Children in Need and John Martins. 

Working closely with a highly experienced and supportive peer, you’ll enjoy a shared, balanced portfolio and the space to focus on great fundraising. With a responsive Data team, access to strong stories, and excellent internal buy-in, this is a rare chance to build on solid foundations and deliver high-impact work. We’re looking for someone with a proven track record in writing successful 5- and 6-figure bids, excellent storytelling skills, and confidence in translating data into compelling narratives.

As Fundraising Manager – Trusts and Foundations, you will:

• Take on a well-established portfolio of trusts and foundations with a combined value of c.£850K, delivering a mix of templated and bespoke applications
• Collaborate closely with a peer Trusts Manager, sharing responsibility for monthly submissions and stewardship
• Maintain and build relationships with existing funders, ensuring excellent reporting and donor care
• Work cross-functionally with the Data, Marcomms, Finance, and Care teams to develop strong cases for support
• Support joint cultivation and engagement events alongside the Philanthropy team

Ideal skills and experience:

• A strong track record of securing 5- and 6-figure grants from trusts and foundations, including multi-year funding
• Excellent written communication skills with the ability to tailor messaging across formats and word counts
• Comfortable managing and interpreting impact data, financial information, and project detail
• Highly organised and efficient, able to manage a busy workload with autonomy
• Collaborative and supportive team player with a donor-centred approach

Benefits include:

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

This is an exciting time to join Liverpool Zoe’s Place and the Finance Manager is a new post for the organisation. The Baby Hospice transferred to the new charity on May 1st 2025 with great potential for commissioning, and with a healthy financial platform due to the generosity of businesses and the public in Liverpool. This is a new start for Liverpool Zoe’s Place and our plans for a brand new state of the art hospice are agreed and we will move into the new hospice by June 2026, with all the required funding in place.

This post is to manage and co-ordinate the smooth running of the finance department ensuring all processes and procedures are streamlined, efficient and produced in a timely manner. This will involve the management of daily financial matters and overseeing the production of the monthly management accounts for both the hospice and its commercial companies. The role will also involve ensuring good financial governance within the department and across the organisation ensuring charity compliance with financial regulations, and management of commissioning arrangements.

We are seeking a part-time Finance Manager for Energy Sparks, a charity working towards a sustainable future in which the school community is at the heart of measurable action to tackle climate change. Energy Sparks equips children and young people with the knowledge, skills, and tools to take practical action in their school and wider community to reduce carbon emissions. We enable school leaders, staff and communities to better understand and reduce their school’s energy consumption and introduce wider measures to reduce their carbon footprint. 

This is an exciting, new role in our growing team and provides a great opportunity to apply your financial accounting and management skills to help our charity flourish. As the only finance employee within a small organisation, this role will be a blend of weekly bookkeeping tasks alongside the preparation of management accounts and strategic oversight of Energy Sparks’ finances. The successful postholder will embrace the varied responsibilities. 

• Salary: £40,000-£42,000 pro rata dependent on experience

• Role initially offered 0.2 FTE. This can be worked 7.5 hours per week across the year or 8.75 hours per week term time only, with the opportunity for future growth, subject to income. Hours can be worked flexibly from Monday to Friday, 8am to 6pm.

• Home working with occasional team meetings in Bath (typically 1 visit per year, although for local employees there may be the opportunity to meet more often)

• Post holder must already have the legal right to work in the UK. 

Application deadline: 11:59pm Thursday 24th July 2025

To start September 2025 or as soon as possible thereafter.

About us

Energy Sparks is an online energy management tool and energy education programme specifically designed to help schools reduce their electricity and gas usage through the analysis of smart meter data. Energy Sparks helps pupils and the wider school community to reduce their school’s carbon emissions, and make a real contribution to addressing the 'climate emergency'. Energy Sparks started in 2017 in Bath, and is now working with over 1000 schools across the UK. 

Current annual income is £500,000 to £600,000 with expected growth in the 2025/2026 financial year. To date, the responsibilities in this job description have been delivered by the CEO. All staff work remotely with the core staff team based in the Bath area.

Key Responsibilities

Note: Energy Sparks currently uses the Xero accounting package to deliver most of the tasks below. 

1. Financial Reporting 

• Prepare monthly/quarterly management accounts, ensuring accurate reporting of income and expenditure.

• Provide financial reports to the CEO and Board of Trustees 

• Track restricted vs unrestricted funds and ensure proper allocation and reporting.

• Prepare the annual financial statements (in line with charity SORP).

2. Transaction recording and bank and payment reconciliation 

• Reconcile bank accounts weekly, including card payments

• Match incoming payments to invoices or grants

• Authorise and categorise supplier invoices

• Maintain accurate coding of income and spend to specific funders or grants (restricted/unrestricted funds), including apportioning staff salaries with manual journals

3. Accounts Payable and Receivable

• Process supplier payments

• Monitor supplier invoice due dates and ensure timely payment

• Issue sales invoices to schools, Multi-Academy Trusts (MATs) and other partners

• Monitor accounts receivable and flag and chase overdue invoices with schools, MATs or partners.

• Monitor Energy Sparks account renewals and work with the wider team to issue renewal notifications.

4. Payroll 

• Check and post monthly payroll on Xero

• Post HMRC payments (PAYE/NIC)

• Process and post pension contributions

5. VAT

• Record input VAT on supplier payments including reverse charge VAT

• Correctly charge VAT on sales invoices

• Prepare quarterly VAT returns including accurate business/non-business apportionment for input VAT recovery

6. Record-Keeping

• Maintain digital records of receipts, invoices, and approvals

• Ensure proper documentation for charity finance compliance

7. Internal Controls & Risk Management

• Comply with Energy Sparks’ internal financial controls and policies to manage risk.

• Monitor cash flow and reserves and recommend adjustments for financial sustainability.

8. Strategic Financial Leadership

• Provide strategic financial insights to help inform decisions about growth and expansion.

• Assist with long-term planning, forecasting, and cost analysis for sustainability.

• Support organisational change, ensuring financial stability and compliance as the charity grows.

• Suggest improvements to financial processes, including optimising our use of accounting software to increase efficiency.

This will be a varied role within a small staff team and an ability to embrace a diversity of tasks is essential. There are currently no line management responsibilities for this post.
 

Person Specification

Experience & Knowledge

1. Significant experience in a senior finance role, ideally in the charity sector.

2. Strong knowledge of charity financial compliance, SORP, and statutory reporting

3. Experience of fund management and management accounts

4. Experience of preparing VAT returns and business/non-business apportionment 

5. Proficiency in Xero or similar accounting software, including manual journals

6. Confident running a Payroll function using Xero or other accounting software

7. Skilled in financial planning, reporting, and budgeting

8. Advanced use of Excel and Google Sheets.

9. Experience preparing for audits and liaising with external auditors/independent examiners

10. Strong communication skills with the ability to engage effectively with staff, funders, trustees, schools, Multi-Academy Trusts and suppliers. Happy to pick up the phone and chase schools or MATs for invoice payments!

11. A self-starter mentality with the ability to work independently as well as within a team.

12. Excellent organisation, efficiency, and attention to detail.

13. Strong problem-solving abilities and a solution-focused approach.

Nice to have

1. Strong interest in sustainability

Benefits

1. £40,000 to £42,000 pro rata dependent on experience 

2. 12% employer pension contribution

3. 38 days paid annual leave pro rata including bank holidays

4. 0.2 FTE. This can be worked 7.5 hours per week across the year or 8.75 hours per week term time only, with the opportunity for future growth subject to income. Hours can be worked flexibly from Monday to Friday, 8am to 6pm.

5. The opportunity to make a difference in reducing carbon emissions and helping young people to live sustainable lives.

Application deadline: 11:59pm Thursday 24th July 2025

To be considered for this role, all applicants must currently have the right to work in the UK.

Energy Sparks is an equal opportunities employer and welcomes applications regardless of race, sex, disability, religion/belief, sexual orientation or age.

Location: Crosby Lakeside Adventure Centre, Waterloo, L22 1RR

Contract: Full time, Permanent

Salary: £37,000 gross per annum

Closing Date: 11th July 2025. We may close the position early if the right candidate comes forward.

Are you a Watersports Manager looking for a new opportunity?

The Marine Society & Sea Cadets (MSSC) is a vibrant and growing charity delivering life changing nautical adventure for young people through the Sea Cadets to give them the best possible head start in life. We also provide personal and professional development opportunities for seafarers with the Marine Society. Working with our staff, cadets, and volunteers, we have built a vision and five-year strategy to take us forward and further improve the astounding contribution already made through our work to the lives of thousands of young people and seafarers, while fully supporting our volunteers who are vital to our success.

We are currently looking for a Boat Station Manager to join our team.

About the role

The manager is instrumental in facilitating and delivering life changing, positive on the water experiences for young people. As an expert practitioner, they will provide leadership, development and mentoring to their team of instructors. The post will require strong organisational skills.

The Manager is an employee of the Marine Society & Sea Cadets based at our Crosby Boat Station. The post holder is required to hold and maintain the following qualifications as a condition of employment: RYA Senior Dinghy Instructor and RYA Powerboat Instructor.

The primary purpose of the role is to manage a water-sports training facility in the Liverpool area for all Sea Cadet Units and other affiliates to the Boat Station.

Responsibilities

• Manage the day to day running of the Boat Station.
• Ensure that all visiting groups and their staff are fully briefed on the Boat Station’s policies and procedures and that there is adequate supervision of Cadets and young people at the facility, so as to discharge their duty of care for them.
• Oversee the Chief Instructor and all other sessional Instructors using the Boat Station.
• Manage the Boat Station’s accounts in liaison with the Regional Finance Manager including day to day fees.
• Ensure that best practise in accordance with the NGB guidelines and requirements following our Inshore Boating Operating Standard.

Requirements

• RYA Senior Dinghy Instructor
• RYA Powerboat Instructor
• Leading outdoor activities with a wide range of groups, individuals and abilities
• Developing and implementing training programmes and strategies
• Budget/financial management
• Experience and knowledge of boat routine maintenance and repair
• Experience delivering afloat instruction/training

Desirable

• Experience/knowledge of uniformed and/or youth organisations
• RYA Advanced Dinghy Instructor

For further information about the role, please download our Recruitment Pack.

Benefits

• Cycle to work scheme and Season Ticket Loan
• 51 days annual leave plus bank holidays
• Life assurance (4x salary) for those that join the pension
• Private medical insurance
• Pension (employer contribution up to 10%)
• Wellbeing portal and EAP with 121 counselling
• Employee development: We are investing in our employees' development and have an annual calendar of learning and development opportunities, designed to support employees to develop into their roles and stretch them to achieve their full potential.
• National staff conference: All employees come together once a year to reflect on the past year and celebrate success at our offsite staff conference. This is a great opportunity to listen to employees' views, and for employees to network, share information and socialise.

If you are interested in this Boat Station Manager vacancy, please apply now!

Additional Information

MSSC positively encourages applications from suitably qualified and eligible candidates from all backgrounds. Equity, diversity, and inclusion really matters to us, so we can best serve our beneficiaries from every community. We work to ensure a fair and consistent recruitment process and aim to be a charity where diversity of experience, identity and skills are valued and welcomed. MSSC is an equal opportunities employer.

We recognise our responsibilities to safeguard and protect the young people and vulnerable adults with whom we work. We do all we can to promote their health, safety and wellbeing, and we expect our staff to share this commitment and work in line with safeguarding policy, the MSSC’s values and ethos of inclusivity. We adhere to safer recruitment practices and therefore employment is subject to detailed pre-employment checks for successful candidates, including references and criminal disclosure checks and the completion of a disclosure questionnaire. 

All successful applicants are required to attend safeguarding training and undergo a criminal record check.

Panathlon Foundation is seeking a Financial Controller (FC) to oversee the charity’s finances and support our mission of delivering inclusive sporting opportunities to children with disabilities and special needs across the UK.

This is a flexible, part-time role (2/3 days per week) that can be fully remote, making it ideal for someone seeking meaningful work with a values-driven organisation alongside other commitments.

As Financial Controller, you’ll be responsible for the day-to-day financial management and reporting across the organisation. 

You’ll work closely with the CEO, COO, Fundraising team, and Trustees to ensure financial sustainability, transparency, and strategic insight. 

You’ll also play a key role in budgeting, impact reporting, and funder support.

Key Responsibilities

● Oversee financial operations, including payroll, ledgers, reconciliations and monthly management accounts

● Manage budgeting and forecasting, delivering regular financial updates and variance analysis

● Support impact and KPI reporting, linking financial data to programme outcomes

● Collaborate on donor and fundraising reporting, providing financial analysis for grants and proposals

● Manage invoicing and income tracking with schools and partners using Xero software.

● Support the CEO and Trustees with governance, audits, and committee reporting
 

About You

Essential

● ACA / ACCA / CIMA qualified or part-qualified with relevant charity finance experience

● Strong knowledge of Xero (essential)

● Experience preparing management accounts, budgets, and donor reports

● High attention to detail and strong financial analysis skills
 

Desirable

● Understanding of charity finance regulations, SORP, or grant-based funding

● Experience working with schools, education and charity sector

Please apply with a short covering letter and C.V. explaining your suitability for the role by the deadline of JULY 25th 
 

Marie Curie is the UK’s leading end-of-life charity. We are the largest non-NHS provider of end-of-life care in the UK, the only provider across all 4 nations, delivering community nursing and hospice care across the country, while providing information and support on all aspects of dying, death, and bereavement. Our leading research pushes the boundaries of what we know about good end-of-life, and our campaigns fight for a world where everyone gets to have the best possible quality of life while living with an illness, they’re likely to die from.

At Marie Curie, we are dedicated to improving lives through our compassionate care and support services. Our fundraising efforts are at the heart of what we do and the Fundraising Analysis, Insight & Selections Team forms a vital part of the charity’s fundraising activities, driving the use of Insight to inform decisions and the way we communicate with our supporters.

As a Senior Data Insights Manager you will be responsible for developing and implementing data analysis strategies in collaboration with our Income, Innovation and Engagement directorate and supporting the delivery of operational data reporting, providing analysis and insight to inform strategic decision-making.

You will be responsible for: 

• Driving decision making through insights on several strategic projects. 

• Developing an insight led decision making culture and structure. 

• Leading the development of best practices techniques for data analysis, visualization, and storytelling. 

• Working closely with senior stakeholders to understand business requests and translating them into analytical solutions. 

• Identify opportunities to improve processes and enhance data capabilities within the business. 

• Line managing and leading a team of 2 data analysts   

Key Criteria:

• Established experience in a senior/lead analyst role with a solid track record of understanding of the production and role of data analysis in a business environment. 

• Significant and demonstrable experience of implementing best practice analytics techniques and leading initiatives to enhance datasets, thereby improving insight capabilities.

• Experience of using insights to influence stakeholders at all levels. 

• Significant and demonstrable experience of model building. 

• Strong communication and storytelling kills, with the communicate across a range of stakeholders. 

• Excellent SQL, Power BI skills and understanding of requirements of compliance in a regulated environment. 

• Line management experience would be an advantage.

Please see the full job description here

Application & Interview Process 

As part of your online application, you will be asked for a CV and covering letter.  Please review both the advert and job description and outline your most relevant skills, experience and knowledge for the role. 

Close date for applications: Sunday 20th July 2025

Salary: Up to £50,000 + £3,500 LWA where applicable

Contract:  12 months FTC  

Based: This role is predominantly home-based and can be based anywhere within the UK.  You will be expected to work from our modern open plan offices in Embassy Gardens occasionally.

Benefits you’ll LOVE: 

• Flexible working. We’re happy to discuss flexible working at the interview stage. 

• 25 days annual leave (exclusive of Bank Holidays) 

• Marie Curie Group Personal Pension Scheme (we will match your contribution up to 7.5%) 

• Loan schemes for bikes; computers and season tickets 

• Continuous professional development opportunities. 

• Industry-leading training programmes 

• Wellbeing and Employee Assistance Programmes 

• Enhanced bereavement, family friendly and sickness benefits 

• Access to Blue Light Card membership 

• Subsidised Eye Care 

Marie Curie is committed to its values, which underpin our work.  We take stringent steps to ensure that the people who join our organisation through employment or volunteering, are suitable for their roles and are committed to safeguarding all our people from harm. This includes our staff, volunteers and all those who use or come into contact with our services. We are dedicated to creating not just a safe place to work but also a supportive and rewarding one. 

We are committed to a world where everyone can thrive and fulfil their potential. We are devoted to the social justice imperatives and organisational benefits of full diversity, inclusion and equity in the workplace, and are a Stonewall champion. We actively encourage and welcome applications from candidates of diverse cultures, perspectives and lived experiences. 

About the role

We have just finalised an exciting new three year strategy to drive impact at scale for victim-survivors. We are now looking for an exceptional candidate to lead some of our financial services relationships and consultancy work and support SEA in its mission to raise awareness of economic abuse and transform responses to it within the financial services sector.

Working closely with colleagues across SEA, you will foster and maintain relationships across the financial services sector, seeking opportunities to generate income for the charity and supporting our Financial Services Specialists to deliver an outstanding service.

Together we can transform frontline financial services and save lives.

About you

At SEA we put the lived experience of victim-survivors at the heart of all that we do, including our work with financial services firms. You will be a subject matter expert on customer vulnerability and financial services firms’ regulatory requirements, as well as having a thorough understanding of industry rules and good practice. You will combine this with experience of working with victim-survivors and bring expertise on economic abuse to ensure this is embedded within financial services’ firms’ responses.

About SEA

We are the only UK charity dedicated to raising awareness of economic abuse and  transforming responses to it. We work to save lives and stop economic abuse forever.

Our vision is a world in which all women and girls achieve economic equality and can live their lives free of abuse and exploitation. Not only surviving but thriving.

Our mission is to raise awareness of economic abuse and transform responses to it.

To achieve this, we must ensure that the policies and practices of financial services firms, domestic abuse support services, public services and government reflect the needs of all victim-survivors of economic abuse.

We are  committed to centring victim-survivors in all that we do and broadening our understanding of the needs of survivors, particularly those who are marginalised within society. We work alongside the Experts by Experience - a group of victim-survivors whose voices and experiences shape our work.

Our primary focus is on influencing the women’s, public and financial services sectors, to create a model for improved support for victim-survivors of economic abuse, calling on government to facilitate these changes and work with them to improve their systems and practice.

What we offer

• 25 days annual leave plus Statutory Bank Holidays
• Home working (UK based)
• Flexible working 
• 5% Employer Pension Contribution 
• 5 Wellbeing Days
• Reflective practice
• Health Cash Plan, including Employee Assistance Programme 
• Enhanced sick pay, family leave and carer’s leave 
• The chance to be part of our highly professional, supportive team

To apply

Please apply via our website

Applications open from 8 July and close at 11.59pm on 21 July 2025. Interviews will take place virtually, week beginning 4 August.

Direct applications only – no agencies please.

Surviving Economic Abuse (SEA) is committed to developing an inclusive team which reflects the diversity of the communities we support. Our culture celebrates diverse voices, and we particularly encourage applications from Black and minoritised applicants and disabled applicants who are under-represented at SEA.

SEA is a Disability Confident Committed, and Kinship Friendly Employer.

Financial Modelling Analyst | £50,000 - £55,000 | 12-month FTC | Fully Remote

For the UKs largest not-for-profit social enterprise in the employment and social mobility sector, we are recruiting a Financial Modeller / Analyst on a 12-month contract which could go permanent. Working closely with the finance business partners and commercial operations teams, this role will develop models to review commercial bids and acquisitions and provide insight to senior leaders on value drivers to inform decision making around bidding strategy and financial planning. This role will suite someone with first-rate commercial tendering, bidding, financial modelling, and Excel skills and a strong relationship builder from either the commercial or social enterprise sector. CFA or CIMA qualifications are preferred. Please note, this is a fully remote role but applicants need to be UK-based.

Main Duties:

• Deliver financial and commercial analytics, and modelling, focusing on new business development, bidding and tendering
• Implement best practices in modelling and business development processes across the group
• Utilise modelling standards such as FAST, F1F9, Mazars, Smart, ICAEW Modelling Code, Operis, or BPM.
• Summarise and present complex opportunities and risks for senior management decision-making
• Build and maintain strong relationships across finance, operations, and business development teams
• Support wider team in annual budgeting and long-term forecasting
• Support the Senior Financial Planning Analyst and business leaders in developing and implementing strategy

Person Specification:

• CFA is preferred, but would consider CIMA or ACCA qualified too
• Finance background or degree, or FMVA, BIDA Financial Modeller / Data Analyst
• Experience with modelling standards such as FAST, F1F9, Mazars, Smart, ICAEW Modelling Code, Operis, or BPM.
• Experience of working in a commercial bids, deals, or transactions environment
• Strong technical financial modelling and due diligence within professional services
• Financial modelling of large-scale contracts, pricing schedules, and business cases
• Forward financial planning, costing and option / investment appraisals
• FP&A, budgeting, and forecasting experience
• Advanced Excel, ideally VBA

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Regional Support Manager (South Wales)

Location: Home based - South Wales
Department: Service Delivery
Salary: £32,460 plus £2,500 car allowance
Hours: 35
Contract Type: Permanent

We are RABI – the farmers charity.

RABI support farming people across England and Wales with expert, one-to-one practical, financial and emotional help, 365 days a year. From confidential advice and mental health support to direct financial assistance, our tailored services respond to the unique challenges of farming life.

At the heart of our mission is a commitment to strengthening resilience; helping farming people feel valued, supported and better equipped to navigate uncertainty and change. We’re working to close the farming wellbeing gap and build a future where farming people can thrive.

Over the past 25 years alone, we’ve delivered around £250 Million in direct financial support to the farming community, whilst our wrap-around support services continue to evolve, reaching more people before crisis hits.

Together, we’re on a journey to help shape a future our farmers deserve.

Key Purpose:

To work as part of a team that provide high quality casework and grant applications to farming people that come to RABI for support.

Key Responsibilities:

• Provide high quality information, advice and guidance in an empathetic and professional manner.
• Conduct a holistic needs assessment for each service user according to their individual circumstances.
• Manage a caseload of beneficiaries working with each service user to establish the most appropriate sources of support and agree an action/support plan with them.
• Collation of evidence for grants applications, checking that essential criteria have been met and progressing applications to the next stage of RABI’s internal grants process.
• Provide a face-to-face service when there is an over-riding need to do so by visiting service users.
• Collaborate with other agencies/service providers who can offer additional support options.
• Liaise with partners, ensuring that agreed actions are followed up.
• Log and communicate details of cases in a timely and accurate manner to ensure that records are up to date and the wider team has the information they need to provide support.
• Explore, assess and escalate any safeguarding concerns according to the RABI safeguarding policy.
• Contribute constructively to the development of the Service Delivery team and function, for the benefit of service users.
• Work constructively and collaboratively to solve problems with the support of colleagues.
• Be an ambassador for Service Delivery internally within RABI and with external organisations.
• Demonstrate commitment to Safeguarding, Equality and Diversity and Health and Safety promoting a safe and inclusive environment.

Person Specification:

Essential

• Fluent Welsh language speaker.
• Experience providing services to vulnerable service users, listening and supporting in a non-judgemental way.
• Knowledge and insight into state benefits and complementary support services (whether national/local/statutory agencies.)
• Strong ability to manage a diverse caseload effectively, prioritising competing demands to include keeping excellent case records.
• Excellent communication skills, being able to establish rapport and build trust quickly.
• The ability to build a practical plan alongside a service user and adapt approach to different circumstances and personalities.
• Excellent problem-solving and critical thinking abilities, particularly in complex situations
• Knowledge of data protection principles and how to apply them.
• Knowledge or experience of safeguarding best practice.
• Excellent IT software skills and aptitude to adapt to new systems and processes.
• Flexible, resilient and solution focussed working with sensitivity and integrity.
• Collaborative, constructive, and solution focussed.
• Ability to work flexibly, depending on the needs of the team and of service users.

Desirable

• Farming background or knowledge of the farming community environment.
• Experience providing support remotely.
• Relevant qualifications in health and social care.

Other

Use of own car, ability to travel to support service users / attend meetings.

This role profile is not exhaustive and is subject to review in conjunction with the post holder according to future developments at RABI.

Early applications are encouraged for this position as shortlisting and interviews will take place on a rolling basis. We reserve the right to close this advertisement early if we receive a suitable application prior to the deadline.

Benefits

• Enrolment to Nest on commencement of employment and then opportunity to join RABI’s group pension scheme with Standard Life where RABI make contributions equivalent to 10% of your basic salary, provided you make a personal contribution of 5%.
• Life assurance from day one.
• Access to our Employee Assistance Programme.

RABI is proud to be an equal opportunity employer and aims to ensure that all employment practices secure equality of opportunity and that no prospective or current employee receives less than favourable treatment at RABI as a result of their sex, sexual orientation, age, race, religion, belief, ethnic origin, disability, marital, or for any other reason which cannot be shown to be justifiable. Our recruitment process strives to ensure that individuals are selected only based on their relevant skills, experience, qualifications and abilities.

REF-222691

We are seeking a faith filled, people focussed senior leader offering operational management which includes oversight of our Support Services Hub and staff team and developing commercial enterprise, to contribute to our financial resilience and resource mission.

The Operations Manager will work closely with the Team Rector in developing and implementing the strategy, systems and capacity to enable the parish and its churches and worshipping communities to be effective in fulfilling the parish vision and priorities.   

The purpose of the role is to provide strategic oversight and efficient management of the operational, administrative, financial, HR, safeguarding and property functions of the parish.  The role includes day to day management of the Support Services Hub and staff team who are at the forefront of support for operations and enterprise.  

In terms of enterprise, your role will be to develop and implement an entrepreneurial approach to income generation and financial sustainability.  This might focus on our use of buildings, the development of other innovative commercial enterprise and developing and implementing other fundraising strategies (including grant applications).  We already hire out many of our buildings, yet we recognise that our buildings and grounds, could be used more innovatively and are seeking somebody who will bring innovation to our thinking and enable our assets to be stewarded more effectively. We are committed to working with the Operations Manager in support of these strategies. 

In all elements of the role, you will be expected to provide operational excellence in line with best practices and agreed protocols, promote a positive work culture that encourages growth and development.

We are excited by the potential of this key appointment within COHL, the scope of the work and the opportunities we believe it will unlock.  This is a developing role, that will be shaped by the postholder working with the Team Rector and others, and as such may be subject to change as new initiatives emerge and develop over time.

We believe in a generous God, from whom all things come, and He invites us to steward these gifts well.  If this is your conviction and you have the experience and skills, we’d love to hear from you. 

Do you want to work with a leading advocacy charity organisation supporting those in need?  

Do you have experience managing contracts in the third sector, particularly within health, social care, or community services?

Are you passionate about ensuring public service contracts deliver real impact for vulnerable people? 

 Then come and join us here at VoiceAbility. 

We have an exciting opportunity for a Contract Manager to join our team in the South Region to lead on the delivery and development of advocacy contracts across VoiceAbility’s portfolio. This is a permanent role, working full time, 35 hours a week. Reporting directly to the Operations Manager, you will play a key role in ensuring our commissioned services meet and exceed expectations. You will be responsible for monitoring contract performance, analysing complex data, and ensuring compliance with KPIs, quality standards, and third sector funding requirements.

About us 

VoiceAbility is an independent charity and one of the UK’s largest providers of advocacy and involvement services. We deliver a wide range of commissioned contracts funded by local authorities, NHS trusts, and third sector partners.

We’ve been supporting people to have their say in decisions about their health, care, and wellbeing for over 40 years. We make sure people are heard when it matters most. For more information on what Advocacy is and the services offered then please visit our website.

About you

We are looking for a skilled and experienced contract management professional with a strong understanding of third sector commissioning and service delivery. You will have a proven ability to manage and monitor complex contracts, ensuring compliance with service level agreements and funding conditions. You’ll be confident in building and maintaining relationships with commissioners, funders, and delivery partners.

You will be highly numerate, with excellent analytical skills and the ability to produce clear, insightful reports that demonstrate impact, value for money, and continuous improvement. You’ll be comfortable working with data to identify trends, risks, and opportunities, and will support operational teams to address underperformance and drive service excellence.

We are looking for someone who can balance the retention of existing contracts with a proactive approach to identifying and supporting new opportunities for growth and innovation in the third sector.

Benefits 

28 days annual leave plus bank holidays (pro-rata for part-time colleagues) rising to 30 days upon 5 years’ service 

5% employer pension & minimum 3% employee contribution 

Salary sacrifices pension scheme 

Separate Life Assurance Cover (equivalent of two times your annual salary) 

Staff discount scheme including retail discounts, entertainment, holidays, gym membership etc 

24/7 Employee Assistance programme 

Access to remote counselling service 

Paid Disability Leave 

Paid compassionate Leave 

Home Working Allowance  

Support with continuous professional development 

Access to Clifton Strengths Coaching for development  

Personal Development Plans 

 How are staff supported to work remotely? 

VoiceAbility has a small number of offices. All Employees are homebased meetings will be held online as well as in person in the relevant community. 

When you need to travel for work, expenses will be paid (mileage or public transport costs).  

VoiceAbility offers the usual regular manager one to ones, Staff forums and communities of practice depending on role. Team meetings with a mix of virtual and in person approach. 

Equality and Diversity

VoiceAbility believes in fostering an inclusive workplace which welcomes, values and celebrates the diversity of its staff and partners, treats all on a basis of equality and encourages all to meet their maximum potential.

VoiceAbility are a Disability Confident employer, any applicant that identifies themselves as having a disability and can demonstrate that they meet all the essential criteria for the role will be offered an interview. If you need to apply in a different way, please contact us for further options.

How to apply

To apply for this role please sign up for a recruitment account by visiting our webspage then follow the instructions to create your account, upload your CV, and complete our short application form. 

Important Dates:

Closing date for applications; 5pm on Tuesday 15 July 2025 however, VoiceAbility reserve the right to withdraw this vacancy before this date. 

Don’t forget to read the person specification so you can tell us about yourself and how your skills, abilities and experiences match the criteria outlined in the person specification. 

Hint: you can use work, personal and/or voluntary experiences, and examples to tell us why you should be our next Contract Manager. 

Want to know more about VoiceAbility and the role?

Please visit our website,We look forward to hearing from you.

Salary: £41,515.18 per annum
Reporting to: Head of Finance
Contract: 35 hours per week
Location: Flexible (UK)
 
Who we are
 
Unlimit Health is an international organisation working to end parasitic disease. We work closely with affected countries, sharing evidence and expertise to eliminate preventable infections. Our purpose is to support people to live healthy lives, free from limiting disease. 
 
Our vision is for resilient systems that sustain good health, so everyone everywhere can reach their full potential. We achieve this by working across multiple sectors in numerous countries to deliver effective and robust health programmes that have a lasting impact.  
 
We were founded in 2002 with a £20m grant from the Bill & Melinda Gates Foundation, and started life as a research group, the Schistosomiasis Control Initiative, within Imperial College London. Consistently ranked globally as one of the most cost-effective non-profit initiatives, we have received significant funding since our inception including from the UK Foreign, Commonwealth and Development Office (FCDO), USAID and philanthropic investors. 
 
What we do
 
Our work includes: 

• Evidence-based disease elimination support 
• Cross-sectoral health systems strengthening 
• Building collaborative partnerships 

 
Our main area of focus is the elimination of schistosomiasis and soil-transmitted helminthiases (intestinal worms). Endemic infections of these parasitic worms are found in some of the world’s most marginalised communities, and they can have a hugely detrimental effect on individuals, including:  

• Reduced productivity 
• Internal organ damage 
• Impaired child development 
• Reduced school attendance 
• Increased risk of HIV in women 
• Infertility

 
The role
 
This is an exciting role, to liaise and support partner organisations to ensure accounting records are complete, accurate, and up to date, coded correctly on UH’s cashbooks and reconciled against bank statements. You will also provide technical support to partners’ finance staff and train them on the use of the cashbooks and financial reporting to UH.
 
You will be educated to degree level and have basic speaking knowledge of the French language. You will have experience in a fast-paced and complex finance role. You should have experience of working with technical accounting packages as well as experience in financial planning and monitoring.
 
The role is fast-paced and complex, and the ideal candidate will need to have proven inter-personal skills, excellent verbal and written communication skills with the ability to assess priorities, organise workloads and initiate action and problem solve.

To apply
 
To apply, please submit an up-to-date CV and covering letter outlining your suitability for the role according to the job description and person specification.
 
Closing date: 27th July at 23:59pm
Screening Interview: W/C 28th July
Interview dates: W/C 4th August
 
Please ensure you are available to attend an interview on these dates.
 
Applicants are required to have the right to work in the UK, and documentary evidence will be requested at the interview stage.
 
Diversity Statement
 
We particularly welcome applications from candidates from under-represented groups to better reflect our mission and work to improve health equity. Research has shown that women and people from marginalised groups are less likely to apply for a role if they do not meet 100% of the job criteria. Please consider applying even if you do not fully meet our essential criteria. We are happy to schedule an informal chat to discuss the role further prior to submitting an application.
 
Unlimit Health is an equal opportunity employer. We welcome and celebrate differences in age, race, ethnicity, national origin, gender identity and expression, sexual orientation, physical or mental ability, religious beliefs, and socio-economic background. We are dedicated to fostering an inclusive environment where every team member is valued, respected, and has equal opportunities to thrive.
 
Unlimit Health is an international organisation working to end parasitic disease.
 
We work closely with affected countries, sharing evidence and expertise to eliminate preventable infections. Our purpose is to support people to live healthy lives, free from limiting disease.
 
REF-222446

An exciting opportunity has arisen to join Halton Haven Hospice as one of our Fundraising Managers, leading our fundraising team to achieve ambitious targets through a diverse portfolio of income streams.

We are looking for an experienced fundraiser who can develop and grow our income streams, including running successful events and campaigns, building and maintaining relationships with corporate partners and working closely with our community supporters and organisations.  You will jointly manage our fundraising team and support them to deliver targets, provide excellent stewardship and raise awareness of our work in the local community.

Demonstrable experience of event management and working with budgets and financial targets is essential, as is the ability to confidently communicate with stakeholders at all levels. Previous experience of leading a team and managing volunteers would be desirable but not essential, however you must have a positive attitude, be highly motivated, enthusiastic, and friendly.

We offer a hybrid working arrangement with your main place of work at our main hospice site in Murdishaw, Runcorn, with the expectation that you are able to travel to attend events and meetings across Halton.

Benefits include company pension, free parking, health care scheme, excellent training and development courses, generous annual leave and additional long service annual leave entitlement and discounted meals.