Financial planning manager jobs in Milton keynes

Work where it matters most, achieve what matters more 

Be part of a team where passion meets purpose, as we work together where the challenge is greatest to change the lives and build the futures of children and young people. 

We're looking for a talented Strategy Manager to help deliver our ambitious 2025–2030 strategy.

Working within our Transformation team, you'll lead high-impact projects, provide insight that drives decision-making, and partner with senior leaders to solve complex challenges. From developing business cases and strategic recommendations to analysing data and driving organisational improvement, you'll play a key role in shaping the future direction of the Trust.

This is a varied role that combines strategy, project delivery and data-led decision-making. You'll lead projects from concept to implementation, turning complex information into clear recommendations and ensuring initiatives deliver meaningful outcomes.

You'll work closely with senior stakeholders across the organisation, providing challenge, insight and support while helping to improve processes, drive performance and deliver our strategic priorities.

This role is a full time, all year-round role, mainly home-based working with travel to our head office in Birmingham and our academies as required. If you're excited by this opportunity but are considering a different way of working, such as a secondment or another flexible arrangement, we'd love to hear from you and discuss the possibilities.

About you

You're a commercially minded problem-solver with strong analytical skills and a track record of delivering projects in complex environments.

You'll be confident working with data, influencing senior stakeholders and managing multiple priorities. You have excellent communication skills, strong Excel and PowerPoint capability, and the ability to translate analysis into practical action.

Experience in strategy, consulting, transformation or organisational improvement would be advantageous, as would experience within education.

Why work for Ormiston?

Our vision is to create a school system where every child thrives, regardless of background. Our people are at the heart of our approach – they are our greatest asset.

We exist to provide the best learning opportunities every day, in every school for every child. It is the people and teams in our Trust who make this a reality and ensure we have the greatest impact. If you join us at Ormiston, whatever your role, you can be sure of a role with purpose and meaning. 

Ormiston, where every member of staff enjoys… 

• The opportunity to build on the legacy of those who came before – being part of one of the longest standing Trusts, created with the sole purpose of enabling children and young people to thrive 
• Working for a Trust nationally recognised for its impact on disadvantaged children – a rewarding, stimulating career where staff are challenged to be the best they can be, for the pupils we are proud to serve 
• Being part of a team and community where you belong – receiving bespoke and holistic support from a well-resourced and ambitious network of experts and professionals that work at the heart of communities 
• A supportive environment to grow your career – an extensive professional development programme, alongside flexible working arrangements and generous benefits 

Benefits that care for you 

We value your hard work and dedication, and we’re committed to ensuring you feel supported, both professionally and personally so that you are in the best position to make the most impact for the children and young people in our schools. 

When you join us at Ormiston, you can be certain that your work will have purpose and meaning. You can also expect robust and holistic support from us to enable you to excel in your role.

You will have access to an attractive benefits package including:

• 30 days annual leave (rising to 32 days after 5 years’ service)
• Generous pension and life cover
• Access to health and well-being programmes, including counselling service.
• Discounts on retail, travel, and leisure through our benefits platform. 
• Free and confidential legal, tax and health 24/7 helpline.
• Cycle to work scheme.
• Automatic pay progression.
• Flexible working arrangements.

And much more as part of a leading multi-academy trust. 

If you're excited by this opportunity but are considering a different way of working, such as a secondment or another flexible arrangement, we'd love to hear from you and discuss the possibilities.

The closing date for applications is 9am on 18 August with interviews taking place shortly after. 

Early applications are encouraged as we reserve the right to close the vacancy early should a suitable candidate be found. We encourage you to apply as soon as possible.

The purpose of this role is to lead the design and delivery of learning programmes that help social entrepreneurs create lasting impact. You’ll take direct responsibility for facilitating cohorts as well as leading 1-2-1 coaching and diagnostics, and delivering Action Learning Sets, SSE’s long-standing peer-coaching method (training provided). You’ll hold accountability for the quality of programmes allocated to you. You’ll work alongside our learning facilitators and our learning and enterprise development managers to ensure every programme stays true to our action learning approach.

As SSE deepens its focus on commercial acumen and scale-up support, you’ll help make sure that direction reaches every cohort you work with — keeping your programmes as sharp, practical and impactful as everything else we do. You’ll bring your own commercial awareness to how you facilitate, and build relationships with contributors, speakers and specialists who can bring real-world commercial expertise into the room for your cohorts.

You’ll succeed in this role if you believe in what social entrepreneurship can achieve and want to support social ventures to grow and create more impact in their communities and beyond.

Fantastic opportunity for a Fundraising and Grants Manager 

Advocacy After Fatal Domestic Abuse (AAFDA) is a well-established and respected national charity offering specialist and expert advocacy and peer support to families bereaved by fatal domestic abuse. We have an exciting opportunity to build upon and grow our fundraising success to date, in the role ofFundraising and Grants Manager. We are seeking an experienced fundraising professional, with the drive and determination to manage all aspects of our fundraising function.

AAFDA is currently funded by statutory bodies, trusts and foundations, corporates, events and individuals. Under your management, you will identify, cultivate and grow these existing and new fundraising streams.As AAFDA’s Fundraising and Grants Manager, you will be responsible for oversight and growth of voluntary and statutory funding income, including from individuals (regular and one-off gifts, major donors and legacy giving), community groups, trusts and foundations, corporates, the statutory sector (including Police and Crime Commissioners) and other benefactors. Starting from a strong foundation with multiple opportunities for growth, you will lead on the delivery of our ambitious, multi-year, multi-disciplinary fundraising strategy with an annual fundraising plan agreed with senior management.  With keen funder and customer awareness, you will regularly monitor and review both the plan and the strategy, in addition to working closely with our Finance Manager to manage diverse income streams and achieve income targets to fund AAFDA’s unique support and advocacy work with families bereaved by fatal domestic abuse.  Holding responsibility for maintaining and developing the website and building social media programmes, you will undertake an ambassadorial approach in all activity to assist our CEO and Director of Services to lead and manage the AAFDA brand and corporate identity, with a focus on generating earned income, by extending awareness of what AAFDA does and how successful we are.

This is a permanent role, subject to funding, but we will work hard (alongside you!) to secure this.

In return for joining us, we will offer you:

• 25 days annual leave per annum, plus bank holidays
• Excellent development and training opportunities
• Pension Scheme
• Healthcare Scheme
• Employee Assist Scheme

Application closing date: 11th September 2026 5pm 

We review applications on a rolling basis. We reserve the right to close this posting early if we find the right candidate, so early submission is strongly advised.

To apply please submit a supporting statement along with your CV.

Applicants will be shortlisted according to how well they meet the criteria in the person specification.  Please highlight and explain how you meet these in your supporting statement. If you have been shortlisted for interview, you will be informed by email. Regrettably, we are normally unable to acknowledge unsuccessful applicants. 

We welcome applications from candidates with experience of domestic abuse.  We are also committed to diversity and strongly encourage applications from those with Black or Minoritised backgrounds.

We are not currently able to accept applications if you do not hold permission to work in the UK.

Registered charity no: 1185078

Social entrepreneurs scaling their ventures face a specific set of challenges including income generation, hiring, governance, hard calls about growth and risk, all alongside scaling their social impact. We’re recruiting learning and enterprise development managers who’ve lived that journey themselves, to bring first-hand credibility and challenge directly to the entrepreneurs on our scale-up and scale-up-plus programmes.

You’ll hold ownership of SSE’s scale-up approach, shaping our learning content on strategy, profitability and the systems that hold a growing venture together – grounded in what actually works, not just what’s written down. Facilitation sits at the heart of this role. You’ll design and deliver learning programmes and group sessions for cohorts of entrepreneurs as well as leading 1-2-1 coaching and diagnostics, and delivering Action Learning Sets, SSE’s long-standing peer-coaching method (training provided).

We’re looking for people who’ve founded or led a VCSE with an annual turnover of £100,000 or more and held financial accountability such as statutory reporting to the Charity Commission and, where relevant, Companies House, reporting to a board or funders, and making hard calls about growth, income and risk.

You’ll succeed in this role if you believe in what social entrepreneurship can achieve and want to turn your experience into supporting social ventures to scale and create more impact in their communities and beyond

Job Title:  Head of Finance

Reports to:                        Chief Executive

Direct Reports:                 Finance and Business Administrator

Location: Remote – With some travel to attend meetings and events (mainly  in London but also other project areas elsewhere in the UK)

Salary: £46,542 Pro Rata

Hours: 3-4 Days per week

 About Alexandra Rose Charity 

We should all be able to eat healthy food. But right now, healthy options cost more than twice as much as junk food. It’s getting harder and harder for people to put good food on the table. In fact, the poorest fifth of UK households would need to spend 50% of their disposable income to eat the UK Government’s recommended healthy diet. Access to a choice of high quality, culturally appropriate fruit & veg is an essential building block for our mental and physical health. We need to put this right. 

We’re on a mission to give people access to their choice of fresh fruit & veg, in the heart of their community. At Alexandra Rose, we are proud to deliver a mix of practical, place-based projects and national advocacy to shape a fairer future, where everyone can afford and enjoy fresh fruit & veg with dignity. 

If this aligns with how you see the world, and you want to use your skills and experience to help us build towards it, you’ll feel at home here. 

About the role  

We are looking for an experienced Head of Finance to help deliver our mission and support the growth and consolidation of the charity. As a member of our Senior Management Team, you will play a key role in implementing our new strategy as well as managing risk.

You will take overall responsibility for the organisation’s financial management, working closely with the Chief Executive and the Treasurer.

You will provide effective finance partner support to other functions within the charity to support its fundraising, operations and development.

You will also be responsible for the line management of the Finance & Business Administrator, working with the Chief Executive to both oversee and support the governance and compliance services function of the charity.

We want our organisation to reflect the diversity of the communities we work in, and we welcome applications from people from all backgrounds.

Interview Process: The selection process may include two interviews:

Join a small global team where you'll organise and oversee our UK-based coaching and leadership programmes for education and non-profit leaders. From responding to new enquiries, launching programmes and setting up online learning journeys, to building trusted relationships with senior stakeholders, you'll need to be hands-on and able to prioritise across multiple workstreams. In return, you'll get genuine variety and ownership of your work, a friendly and supportive team, and opportunities to work with new digital tools and platforms and help us pioneer AI-powered ways of working from the ground up. 

About BTS Spark

BTS Spark is the social impact and education practice of BTS, a global professional services firm which specialises in supporting organisations to develop their leaders and build the people capabilities to deliver effectively on their strategies. Our mission at BTS Spark is bring that expertise to help education and non-profit leaders do their best work, building stronger organisations and a better world.

We provide expert 1:1 leadership coaching, powerful group experiences and bespoke team and organisational development programmes, all designed to enable profound and highly impactful learning. To date we have worked primarily with schools, colleges and multi-academy trusts, but we are now actively seeking to grow our work within higher education and the non-profit sector.  Whilst most of the work delivered by our UK hub is with UK-based organisations, we also deliver programmes elsewhere in Europe and manage several international programmes.

Our UK core team is small — just our Director and our Programme Manager — supported by wider BTS colleagues, our global BTS Spark team and a network of 30+ UK-based coaches and facilitators.

Job Description 

Working closely with our UK Director, but with a significant degree of independence, you'll support almost every part of our UK operations:

• Plan and enable smooth programme delivery — allocating coaches and facilitators, scheduling group sessions, and managing logistics for face-to-face events
• Set up and launch coaching and leadership programmes on our digital platforms, and use Claude and other AI tools to speed up routine tasks like data entry, reporting and client updates
• Act as a trusted first point of contact for clients, managing relationships, delivering briefings and platform demos, and preparing data-led impact reports
• Handle new enquiries, follow through with quotations and information, and support business development and proposal writing with the Director
• Help grow our profile — co-ordinating social media content (particularly LinkedIn), updating our website, building landing pages, and supporting our alumni and marketing campaigns
• Forecast income, keep our financial systems up to date, and manage letters of engagement, purchase orders and invoicing requests.
• Provide occasional live support for virtual workshops, and executive assistant support to the Director

The balance of your week will shift through the year, with programme launches taking priority at times and more space for development work during school holidays. A key priority is to make full use of our AI capability (especially Claude) to speed up our processes and free up more time for the relationship-building and engagement work that matters most. This is something we’ll support you to build into your working practice from day one.

We're looking for candidates with the following attributes:

Essential:

• A strong, sustained track record in programme planning and project/operations management
• Confidence managing relationships with senior education and non-profit leaders, with excellent, professional customer service skills
• Excellent written communication and proof-reading skills, with sharp attention to detail
• Strong organisational skills and the ability to prioritise across multiple workstreams
• A proactive, can-do attitude and comfort working independently
• Strong financial literacy and experience with CRM/database systems (e.g. Salesforce, Hubspot)
• Enthusiasm for digital tools and AI assistants, and intermediate Microsoft Office skills
• Flexibility for occasional calls outside business hours with North America and Australia-based colleagues

Desirable:

• Experience working in or closely with the education sector
• University graduate-level education

Benefits

• 25 days' annual leave, plus bank holidays and a Christmas–New Year office closure
• 5% matched pension and life insurance
• Private medical insurance
• Free access to a wellness coach and healthcare app (video GP appointments, mental health and nutritional consultations)
• Cycle to work scheme

See attached job description for further details.

Application Process

Please apply with an up-to-date CV and a supporting statement (max. 2 sides) showing how you meet the knowledge, skills and experience above. Applications without a supporting statement will not be considered.

We review applications on a rolling basis, so please apply as soon as you can. The closing date for applications is 12 noon on Tuesday 1st September.

Initial interviews for shortlisted candidates will be held on a rolling basis until 4th September.

Final interviews will be held in London at the BTS Offices on 10th and 11th September.

About Cynthia Spencer

Cynthia Spencer Hospice provides specialist palliative and end-of-life care for people living with life-limiting illnesses across West Northamptonshire, as well as vital support for their families. Cynthia Spencer Hospice Charity works alongside the Hospice to raise the additional funds needed to help sustain and develop these essential services. We are on an ambitious journey to grow our income, strengthen our relationships across the community and ensure specialist end-of-life care is available for everyone who needs it, now and in the future.

About the Role

We have an exciting opportunity for an experienced and ambitious Strategic Partnerships Manager to join our growing Income Generation and Communications team and help develop sustainable income to support specialist end-of-life care across West Northamptonshire.

Reporting to the Director of Income Generation & Communications, you will provide strategic leadership for our corporate fundraising programme, developing a strong pipeline of new opportunities and securing high-value, long-term partnerships with businesses across Northamptonshire and beyond.

You will manage and support our Strategic Partnerships Lead, oversee the stewardship and growth of existing partners and personally lead on larger and more strategically important opportunities. This is a key role for someone who can combine strong commercial awareness with excellent relationship-building skills and a genuine commitment to the work of Cynthia Spencer Hospice.

Duties and Key Responsibilities

• Develop and deliver the Charity’s strategic partnerships strategy and annual action plan.
• Take responsibility for achieving agreed income targets and supporting sustainable year-on-year growth.
• Identify, research and cultivate prospective strategic partners, creating a strong and well-qualified new-business pipeline.
• Personally lead on high-value, multi-year and strategically partnership opportunities.
• Develop tailored proposals, pitches and presentations that meet the needs of both prospective partners and the Charity.
• Build strong relationships with business owners, chief executives, senior decision-makers and professional networks.
• Secure support through strategic partnerships, sponsorship, Charity of the Year relationships, corporate donations, employee fundraising, volunteering, gifts in kind and pro-bono expertise.
• Oversee the stewardship, retention, renewal and growth of existing corporate partners.
• Line-manage, coach and support the Corporate Partnerships Lead, setting clear objectives and agreeing ownership of prospects and relationships.
• Hold regular one-to-one meetings, pipeline reviews and development conversations.
• Lead regular pipeline reviews and ensure accurate income forecasting, reporting and performance monitoring.
• Maintain accurate and up-to-date records on Donorflex, including contacts, opportunities, communications, income and agreed next actions.
• Work closely with Marketing colleagues to ensure corporate partners receive appropriate recognition and engaging impact communications.
• Work collaboratively with colleagues across the Charity to maximise corporate sponsorship and engagement opportunities linked to events, campaigns and the Charity’s 50th anniversary.
• Represent Cynthia Spencer Hospice Charity at corporate meetings, networking events, presentations and business engagement activities.
• Ensure corporate fundraising activity complies with GDPR, Fundraising Regulator requirements, Charity policies and appropriate due diligence processes.
• Carry out any other duties commensurate with the role and the needs of the organisation

About You

Essential Criteria

Experience

• Proven experience in corporate fundraising, strategic partnerships, business development, sponsorship, sales or relationship management.
• A successful track record of identifying, developing and securing new partnerships or significant business relationships.
• Experience of building and managing a pipeline of prospective partners.
• Experience of developing tailored proposals, pitches and presentations.
• Experience of engaging and influencing senior business leaders and decision-makers.
• Experience of working towards and achieving challenging income or financial targets.

· Experience of managing, coaching or developing others.

Knowledge and Skills

• Excellent relationship-building, networking, influencing and negotiation skills.
• Strong commercial awareness and the ability to identify mutually beneficial partnership opportunities.
• Confidence and credibility when representing the Charity with businesses and external stakeholders.
• Excellent written and verbal communication skills.
• Strong organisational and time-management skills, with the ability to manage competing priorities.
• Ability to think strategically while remaining focused on delivery and results.
• Experience of pipeline management, income forecasting and performance reporting.
• Ability to work independently while collaborating effectively with colleagues.
• Confident using Microsoft Office and CRM systems.

Personal Qualities

• Proactive, ambitious and outcome-focused.
• Professional, personable and confident.
• Resilient and able to maintain momentum through lengthy decision-making processes.
• Supportive and coaching in approach to team management.
• Creative, solutions-focused and willing to identify new opportunities.
• Empathy with the values and purpose of Cynthia Spencer Hospice and a commitment to excellent supporter care.

General Responsibilities

The postholder will:

• Work within and promote the Charity’s values, policies and procedures.
• Maintain confidentiality and comply with data protection requirements.
• Take responsibility for their own professional development.
• Attend relevant meetings, training and Charity activities.
• Work collaboratively with colleagues and contribute positively to the wider organisation.
• Undertake any other reasonable duties appropriate to the level and responsibilities of the post.

Interviews will be held on Tuesday 8th September 2026.

Please note we will review applications as they are received, and we may close the application process early at our discretion.

Natural Capital Assessment Partnership

The Natural Capital Assessment Partnership (NCAP) has operated for over 30 years. Formerly the Habitat Biodiversity Audit, a key remit of NCAP has been to survey and gather habitat data across Warwickshire, Coventry and Solihull, combining ecological field surveys with pioneering satellite imagery and remote sensing analysis. A second key aspect of NCAP’s work is managing the Local Wildlife Sites programme for the region.

Data acquired and produced by the team supports Local Wildlife Site designations, Local Nature Recovery Strategy development and monitoring, and creates baseline habitat reports and statistics.  This localised yet UK-leading dataset provides robust evidence for decision-making and monitoring, plus a unique record of land-use change over the past two decades. Combined with Biological Records Centre species data, it offers an unrivalled picture of the local state of nature.

NCAP is funded by local authorities, managed by Warwickshire Wildlife Trust and hosted by Warwickshire County Council.

We are recruiting a Member Network Account Manager to join our Member Networks team at the British Psychological Society for a fixed period of 6 months starting in October 2026.

The team supports over 60 psychology‑focused member networks, each with its own specialist interests and passions. This is a fantastic opportunity for someone who loves working with people and wants to make an impact. You will be right at the centre of supporting our Member Networks, helping passionate volunteers bring ideas to life - no two days will be the same.

About the Role

As Member Network Account Manager, you will be the main contact for several Member Networks. You’ll support and guide volunteers across multiple committees, helping them deliver activity for their members confidently and effectively. This includes advising on governance, finance, volunteer recruitment, events and wider activity planning. You will also build strong relationships, coordinate events, and work collaboratively with teams across the organisation to ensure Member Networks are supported effectively and can achieve their objectives.

A day in the life may include:

• Advising and guiding volunteers on governance, finance, awards, planning and compliance matters
• Supporting Networks to deliver their activity plans by monitoring progress, managing timelines and helping ensure activities remain within agreed budgets and objectives
• Coordinating events and projects that drive member engagement, including budget creation, venue liaison and travel bookings
• Managing shared inboxes and responding to enquiries with clear advice and signposting
• Attending meetings, recording actions and following up to ensure progress
• Sharing best practice and encouraging collaboration to support continuous improvement
• Maintaining accurate records on our CRM and documents in Google Workspace, including budgets, reports and committee lists.
• Delivering volunteer training on new processes, systems or ways of working.
• Coordinating awards and grants, updating web content and communicating with applicants
• Managing committee recruitment, posting roles and handling applications
• Working with internal teams such as Membership and Marketing to provide seamless support.

What We’re Looking For

To be successful, you will have strong communication and interpersonal skills. You will excel in negotiation, problem solving and managing multiple tasks and projects with foresight and strategic thinking. You will be expected to act autonomously, managing your networks and working independently using your own initiative. Highly organised, you will coordinate the delivery of activities, managing timelines and working with key stakeholders. 

Why Join Us?

We offer a supportive environment, opportunities for professional development, and the chance to make a real difference. We offer a friendly, values led working culture with an excellent benefits package that includes:

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

 How to apply

The closing date for applications is 31st August 2026, with interviews held on-line 11th, 14th & 15th  September.  As this is a fixed term contract, you must be available to start in October 2026. 

To apply, please submit your CV and a covering letter detailing how you meet the specification. Please note that applications without a covering letter will not be considered. 

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

Due to the large number of applications we receive, it is not possible to update you on the progress of the application until after the closing date.  If you have not heard from us within three weeks of the closing date, please assume that your application has not been successful on this occasion.

Job Title:Finance Officer - Financial Planning
Responsible To: Head of Financial Planning
Location: Home based. Opportunity of hybrid working at Head Office East Lulworth, Wareham, Dorset.
Salary:£30,000 - £38,000 (Grade 3) per annum depending upon experienceplus 8% employer pension contribution.
Hours: 37hours per week (1 FTE)
Contract:1-Year Fixed Term

Job Purpose

Reporting directly to the Head of Financial Planning you will support the planning, budgeting and monitoring process, ensuring a high standard of accurate reporting. You will work as part of the wider Finance team to provide assistance in other areas including receivables, grant administration, and year-end audit work. Your role will provide crucial capacity and support for the project to replace the finance system and review and implement new processes across Butterfly Conservation.

Main Responsibilities

1. Assist with maintenance of key reporting packs including Management accounts, Budgets, and Forecasts.
2. Assist with monitoring and reporting on Income and Expenditure.
3. Assist Grants Officer to monitor and report Income and Expenditure of Grants and Trusts.
4. Analyse, monitor and report on Project shortfalls and Chargeable services.
5. Assist with monitoring trends for profiling of income for Fundraising reports.
6. Assist in providing accurate Branch Management accounts.
7. Assist with year-end audit work including the preparation of schedules.
8. Working closely with the other Finance Officers to ensure accuracy of finance transactions and posting to be completed in a timely manner.
9. Be part of the team implementing a new Finance system and supporting processes.
10. Provide support and cover for other team members as required.

General

• Promote BC’s values (Excellence, Passionate, Inspiring, Collaborative) ensuring they are adopted in all aspects of the role.
• Undertake any other reasonable duties as required and commensurate with the grade of post.
• Undertake all duties and responsibilities in compliance with the rules and regulations encompassing equal opportunities to help foster a diverse workforce.
• Work in accordance with BC’s policies, procedures, and codes of conduct.
• Actively participate in on-going professional development activities.

Candidates must have the right to work and be resident in the UK.

We reserve the right to close the vacancy early before the advertised closing date and time.

Closing date: 1 September 2026, 12pm.

Online Interviews will be held on 16 September 2026.

REF-230 249

Join Mersey Rivers Trust and Help Make a Real Impact for Rivers, Wildlife and Communities! 

Are you a skilled finance and governance professional looking to use your expertise for good? Mersey Rivers Trust is seeking a Finance and Governance Manager to join our Senior Leadership Team and help shape the future of our environmental charity. 

We’re a passionate team working to protect and restore rivers across Greater Manchester, Merseyside and Cheshire — and we need someone like you to ensure our finances and governance are as strong as our mission. 

APPLICANTS MUST LIVE WITHIN OR CLOSE TO THE MERSEY CATCHMENT – APPLICATIONS FROM OUTSIDE THIS AREA CANNOT BE CONSIDERED.

The Mersey Rivers Trust (MRT) is an environmental charity focussing on the protection and enhancement of rivers and waterbodies in the Mersey Catchment. It operates in an area covering Greater Manchester, Merseyside and Cheshire. We have an annual turnover of c£1m and employ 19 staff delivering up to 30 projects per year. The Trust works with partners, local communities, and volunteers to deliver a wide range of projects including river restoration, reduction of flood risk by Natural Flood Management techniques, river monitoring, volunteer events (eg river clean-ups/invasive species control and citizen science), community engagement and education events, farm advice/plans and biodiversity net gain. The Trust continues to evolve to meet the increasing challenges of protecting and enhancing rivers and waterbodies in the catchment.

We are seeking a Finance and Governance Manager to join our Senior Leadership Team and lead the Trust’s finance, governance, and back-office functions. This is a pivotal role focused on ensuring financial integrity, regulatory compliance, and effective charity governance. While not involved in field-based project delivery, the Finance Manager plays a strategic role in supporting the organisation’s mission by enabling robust financial planning, reporting, and operational support. You will work closely with the Chief Executive Officer, Board of Trustees, and project teams to ensure the Trust remains financially resilient and well-governed.

As the Finance and Governance Manager, you should possess expertise in financial control and reporting, allowing you to effectively handle delegated responsibilities. Your numerical skills and critical thinking abilities will enable you to proactively address challenges and streamline processes. 

The role holder will report directly to the Chief Executive Officer and will be a member of the Senior Leadership Team. The role will also include direct line management responsibilities of the Administration Officer. 

If you are a motivated financial professional with a passion for driving organisational success, we invite you to apply and contribute to our team’s growth. 

Key Responsibilities

• Lead the management of the back-office function and Charity governance of MRT. 

• Act as the Company Secretary to ensure compliance with financial and legal requirements, as well as maintaining high standards of Charity governance. 

• Work with the Chief Executive Officer to prepare and manage budgets, provide input to the Trust’s business plan and strategic initiatives. 

• Contribute to the strategic direction of the Trust as a member of the Senior Leadership Team. 

• Provide financial insight and analysis to support strategic decision-making and long-term planning. 

• Support the development and implementation of organisational policies and procedures to ensure good governance. 

• Act as a key liaison with the Board of Trustees, preparing and presenting financial and governance reports to inform oversight and decision-making. 

• Lead on the development of internal controls and risk management strategies to safeguard the Trust’s assets and reputation. 

• Oversee all payments, manage cash flow, income and claims. 

• Support financial planning for grant funding applications to support delivery of our objectives. 

• Line management of the Administration Officer. 

• Renew the annual insurance policy ensuring adequate cover and value for money. 

• Maintain, oversee, and update all project management reporting systems on time and to budget (including timesheets, expenses and monthly reports). 

• Complete all necessary reports and keep suitable records in line with the funding requirements and document retention policy. 

• Highlight any new risks and issues identified whilst carrying out duties, and work with the team to manage and resolve them. 

• Fulfil duties as assigned by the Chief Executive Officer. 

• Any other reasonable duties as required by MRT. 

The post holder will be home based with travel throughout the Mersey catchment. The applicant will need to live within or close to the Mersey catchment to facilitate regular travel to meetings. Remote working from other parts of the country cannot be considered for this role due to the need for regular face-to-face interactions.

Candidate Profile

Essential 

• A financial control and reporting background with an accounting qualification (e.g. AAT, CIMA) or qualified by experience. 

• Experience of organisational governance, ideally with knowledge of UK General Accounting Practice and Charities regulations. 

• Experience of financial and management reporting within a small to medium-sized charitable or not for profit organisation. 

• Experience of liaising with accountants to prepare annual accounts and reports required by the Charity Commission. 

• Experience of cash flow forecasting. 

• Familiarity with Xero financial and project management software (or similar). 

• A confident and clear communicator with the ability to communicate financial information in an appropriate manner for non-financial trustees and staff. 

• Aptitude in problem-solving. 

• Self-motivated and able to work effectively from home with strong communication skills and with a high level of accuracy and attention to detail. 

• Ability to work flexibly across the working week when necessary. 

• Ability to prioritise and plan activities to meet strict deadlines. 

• Excellent literacy, numeracy and report-writing skills. 

• Excellent presentation and communication skills. 

• Strong negotiation and influencing skills. 

• Good computer literacy skills (e.g. with Excel, Word, PowerPoint and project reporting systems). 

• A reliable team player with good attendance and work performance. 

• Ability to set performance objectives and ensure these are achieved. 

Desirable 

• Experience in financial planning for funding applications. 

• Understanding of small-scale charitable trading. 

• Experience of commercial contract management. 

• Experience of managing an IT service provider.

• Knowledge of the Mersey Catchment.

• Experience in Human Resources

General Notes

• Some travel around the Mersey Catchment will be necessary therefore a current driving licence and access to a vehicle (insured for business use) is desirable or otherwise access to public transport networks. 
• This positive will from time to time requires work during some evenings, weekends and public holidays to meet the needs of the post. A time off in lieu system is operated by the Trust.

• We will also require the successful applicant to undergo a basic DBS check and provide satisfactory references from previous employers. 

Term and Conditions

The following terms and conditions are typically offered to Mersey Rivers Trust staff and are set out as a guide only. Terms and conditions may vary according to circumstances, and this summary does not form part of any subsequent employment

Annual leave: 25 days annual leave (pro rata) plus bank holidays that fall on working days and a 3 day shutdown between Christmas and New Year.

Location: Home Based

This is a fantastic opportunity for an experienced relationship fundraiser to join Kids and play a key role in growing our philanthropic income. If you are passionate about building meaningful donor relationships and creating lasting impact for children and young people with special educational needs and disabilities (SEND), we'd love to hear from you.

Philanthropy and Relationships Manager

Location: Home-based with regular travel for face-to-face meetings
Hours: 36 hours per week (flexible working arrangements can be discussed at interview)
Salary: £35,000 per annum

About the Role

We're looking for an ambitious and motivated Philanthropy and Relationships Manager to lead the development of our major donor programme. Building on recent strategic recommendations, you will develop and deliver a sustainable fundraising programme that grows support from mid-level and major donors.

Working closely with the Head of Fundraising and colleagues across the organisation, you will identify, cultivate and steward high-value supporters, creating compelling opportunities for them to invest in Kids' mission. You will play a vital role in securing significant gifts and developing long-term partnerships that help children and young people with SEND achieve their full potential.

This role offers the opportunity to shape and grow a portfolio of supporters while helping to create a culture of philanthropy across the organisation.

Key Responsibilities

Strategy and Planning

• Develop and implement a measurable strategy for philanthropic growth.
• Work closely with the Head of Fundraising to strengthen and embed a culture of philanthropy across Kids.
• Collaborate with colleagues to identify, cultivate and solicit major donor prospects.
• Provide guidance and support to colleagues on donor engagement and relationship management.

Relationship Management

• Build, manage and strengthen relationships with existing supporters.
• Understand donor motivations and create tailored engagement plans that inspire long-term support.
• Represent Kids at networking and cultivation events, building visibility and awareness of our work.
• Work collaboratively with service delivery teams to demonstrate the impact of donor support.

Prospect Development

• Manage and grow a mid-level giving programme.
• Develop and maintain a strong pipeline of prospective donors through research, identification and outreach.
• Build and manage a portfolio of mid-level and major donor prospects.
• Work with the Events Manager to deliver engaging donor cultivation events.

Income Generation and CRM Management

• Take ownership of individual income targets and contribute to wider fundraising goals.
• Manage donor pipelines, forecasting and reporting through Donorfy CRM.
• Monitor performance and identify opportunities to maximise income growth.

Donor Communications

• Develop compelling cases for support and impact reports.
• Create personalised communications and proposals that align with donors' interests and motivations.
• Deliver a high-quality donor experience that encourages long-term engagement and investment.

About You

We are looking for someone who can demonstrate:

• Proven success in networking and relationship building that has resulted in financial support.
• Experience securing new gifts and developing new donor relationships.
• A strong track record of building and managing fundraising pipelines and supporter portfolios.
• Excellent written and verbal communication skills, with the ability to influence and engage high-value supporters.
• Experience using CRM systems and data to manage donor relationships, forecasting and reporting.
• Strong budgeting and financial forecasting skills.
• Experience researching and identifying prospective donors.
• Confidence engaging and influencing senior stakeholders, including CEOs, trustees and decision-makers.
• The initiative and resilience to build new relationships from the ground up.
• A genuine passion for improving outcomes for children and young people with SEND and their families.
• An understanding of the policy and influencing landscape affecting children and young people with SEND.

Why Join Kids?

At Kids, you'll be part of a dedicated team committed to creating brighter futures for disabled children, young people and their families. This is an exciting opportunity to shape a growing philanthropy programme, develop meaningful supporter relationships and secure transformational gifts that make a lasting difference.

Apply today and help us create life-changing opportunities for children and young people with SEND.

For further details about the role, responsibilities and requirements, please refer to the full Job Description attached.

We encourage early applications as we reserve the right to close this vacancy ahead of the advertised closing date if we receive a high volume of suitable applications

This is a pivotal senior leadership role with full strategic and operational accountability.  Leadership and exceptional communication skills will be critical as The DBR Foundation establishes and grows.  Reporting to the Board of Trustees, the Chief Executive Officer will have a proven track record and experience as a CEO or in a similar executive leadership position.  An extensive knowledge of the implementation of charity governance will be essential in this role. 

The Chief Executive Officer will be responsible for the drafting and implementation of policies and procedures, ensuring financial sustainability, overseeing activities, memberships, fundraising and advocacy.

The Chief Executive Officer will have responsibility for recruitment and establishing a new team, resources and managing key relationships in line with the overall strategic policies, direction, goals and budget, for the purposes of advancing The DBR Foundation’s objectives, purpose and identity worldwide.

The DBR Foundation’s objectives are:

• The improvement of health by furthering the advancement of the theory and practice of Deep Brain Reorienting ("DBR")
• The relief of emotional and psychological distress wherever it may arise by the provision of appropriate DBR training and therapy
• The relief of poverty and distress wherever it may arise by the provision of humanitarian aid, by supporting other like-minded charities

Key Responsibilities

Leadership, Strategy & Organisational Direction:

• Lead strategic initiatives and sustainable organisational long-term development
• Drive sustainable growth and measurable impact
• Lead organisational strategy and service development
  

Operations & Service Quality:

• Oversee all operational delivery
• Ensure members are equipped with relevant, up-to-date, and impactful resources

Financial Management, Corporate Governance & Regulatory Compliance:

• Provide strong financial oversight and sustainability planning
• Ensure regulatory, and governance compliance
• Performance and risk overview to the Board of Trustees

Business Development & Commissioning:

•  Income strategy and fundraising
• Grant applications and partnership funding
• Building relationships and funder partnerships

 People & Values:

• Build a high performing operational team
• Establish a culture that reflects the core values and culture of the Foundation

External Engagement & Stewardship:

• Act as senior ambassador and spokesperson
• Represent the Foundation across statutory, voluntary, education and health sectors
• Strengthen partnerships and influence

Essential Skills:

• Senior leadership experience in the charity, public or social sector
• Strong organisational and operational management experience
• Experience working with a Board of Trustees
• Proven financial oversight and budget responsibility
• Experience delivering organisational strategy
• Fundraising or income generation leadership experience
• Strong partnership and stakeholder management skills
• Commissioning and contract delivery experience