Financial reporting manager jobs

Head of Individual Giving

We’re looking for an experienced and creative Head of Individual Giving to lead and grow our individual giving programme.

About the Role

Reporting directly to the Chief Executive Officer, you’ll shape and deliver our individual giving strategy, overseeing the recruitment, retention and development of individual supporters. You’ll lead on our major appeals, including an annual national campaign to Catholic parishes across the UK.

You’ll also play a key role in developing new fundraising products, optimising donor journeys, and ensuring our CRM and data systems support excellent stewardship and insight-driven decision making. This is a senior position with significant scope to shape the programme and make your mark.

About You

We’re looking for a confident and strategic fundraiser with a strong grasp of individual giving and a collaborative approach. You’ll bring:

• Proven experience delivering successful individual giving or direct marketing campaigns in the charity sector
• Strong skills in supporter stewardship and donor retention
• Experience of managing budgets, teams and external suppliers
• A creative, data-driven approach to growing income
• Excellent communication skills

Aim and influence

· Assist the manager to achieve weekly/ annual sales and profit targets for each shop.

· To assist in managing the day to day running of the shops staff and volunteers with the aim maximising sales and controlling shop expenses to support SCT’s mission.

· Work within SCT values

 Other key details

· A 5-day flexible working pattern, including weekends and bank holidays

·Flexibility required where reasonable and appropriate to accommodate short notice alterations to working pattern.

·May need to work in other shops within London if occasionally required.

· Attend and undertake any relevant training workshops, events or meetings as required.

·A satisfactory Basic Disclosure from the Disclosure Barring Service is required for this role.

You will support the work of the Trust Company and Synod in all matters of compliance with Company and Charity legislation, overseeing the day-to-day operation of the Trust and Synod offices. You will also have the lead in-house responsibility for ensuring that the Board is able to discharge its financial responsibilities in an informed and timely manner. You will work with the honorary Synod Treasurer in liaising with and supporting local churches in financial matters.

You will be based in the Trust Office in Southampton, visiting other locations across the Wessex area as needed. Flexibility is also required for attending occasional evening and weekend meetings.

Key Responsibilities: Company Secretary 

1. in consultation with the Trust Executive Officer and the Chair of the Board, convene and provide administration for annual general meetings (AGMs) and Board meetings, including: 
   • producing agendas
   • making all papers available to the Board in a timely manner 
   • taking minutes
   • conveying decisions 
   • handling meeting correspondence 
2. provide legal, financial and/or strategic advice to the Board during and outside of meetings, and more generally advise the Board on corporate governance matters 
3. keep up to date with regulatory or statutory changes and policies that might affect the organisation 
4. ensure that the Company’s policies are up to date and are approved 
5. communicate with external professionals involved in corporate governance, such as auditors 
6. implement processes or systems to help ensure good management of the organisation or compliance with legislation 
7. file all necessary documents with the Charity Commission and Companies House, including the Annual Report and Accounts 
8. inform the Charity Commission and Companies House of appointments and resignations of Trustee Directors 
9. take responsibility for HR and the health and safety of employees, including payroll in liaison with external consultants 
   • maintain Role Descriptions for staff 
   • ensure that the Company’s Employment Handbook and statutory employment policies are reviewed and updated annually 
10. manage the Company’s premises and facilities, including IT in liaison with external consultants 

Key Responsibilities: Deputy Treasurer 

1. in collaboration with the Synod Treasurer: 
   • ensure the Wessex Trust is managing the assets of the Synod in an appropriate manner and in accordance with its strategy and policies 
   • report on the Synod’s financial matters and budgets to the Synod Executive and Trust
   • ensure that policies, operations and priorities are in keeping with the aims of the Wessex Synod. 
   • participate in the Synod Executive’s regular review of the Wessex Synod’s governance structure 
   • attend relevant Assembly level meetings for matters of concern to Synod Treasurers 
   • liaise with the Treasurers of the 12 other Synods, with a particular focus on commitments to Inter-Synod Resource Sharing. 
2. manage the annual process to agree and deliver the overall contribution from the Synod to the United Reformed Church’s national Ministry and Mission Fund, or its successor 
3. develop and maintain a rolling 3-year projection of the Trust’s financial capacity 
4. participate in the appointment of the Trust Secretary and the Financial Accountant and participate in monitoring and evaluating their performance 
5. undertake line management responsibility for the Financial Accountant 
6. serve on the Investment Committee and assist in maintaining the Trust’s Investment and Reserves policies 
7. monitor changes in statutory financial requirements and ensure that relevant ones are implemented 
8. support the Trust Convener in the production of the Trustees’ Annual Report 
9. take overall responsibility in the staff team for work to prepare for and support the annual statutory audit 
10. lead the Trust’s response to the Audit Findings Report each year and prioritise responses.

Delivery Manager (South) £42,500 pro rata 

The Role 

Are you passionate about creating inclusive spaces where girls can thrive? We're looking for an organised and values-driven Delivery Manager (South) to support the delivery of our groups, trips, residentials and events at GFS. You'll line manage Group Coordinators, ensure operational compliance, champion inclusion, and maintain strong communication with volunteers, groups and external partners across England and Wales. 

About Girls Friendly Society 

Established in 1875, GFS is one of the oldest UK registered charities working to support girls and young women. We believe in challenging gender inequality by empowering girls and young women. We achieve this by providing groups and opportunities for girls and young women to build friendships, gain confidence, and learn that they are unstoppable. We deliver a programme of activities designed to develop socio-emotional skills such as confidence, self-esteem, emotional wellbeing, and resilience, and recruit and train women volunteers to run those activities in a space designed for girls and young women. We prioritise working in areas of disadvantage. 

Why Join Us? 

At GFS, we believe in creating a supportive and inclusive work environment where our team can thrive. As part of our organisation, you'll enjoy: 

• Remote working with annual in-person opportunities to connect with colleagues
• 25 days annual leave (pro rata), plus bank holidays 
• Long service leave after two years 
• GFS Pension Scheme with 7.5% employer contribution 
• We embrace flexible working and support our employees to work in ways that suit their individual circumstances and responsibilities
• 24-hour access to Employee Assistance Programme 
• Season ticket loan 
• Annual EDI Learning Days 
• Study time and personal training budget to support your professional development 

Our Commitment to Equality, Diversity and Inclusion 

GFS is committed to building a diverse workforce that reflects the communities we serve. We actively welcome applications from people of all backgrounds, particularly those from marginalised communities including Black, Asian and minoritised ethnic candidates, LGBTQ+ individuals, disabled people, and those from underrepresented groups. 

As part of our commitment to equitable recruitment, we guarantee interviews for candidates from marginalised communities who meet the essential criteria for the role. We are also committed to making reasonable adjustments throughout the recruitment process and in the workplace. If you require any adjustments to support your application or interview, please let us know and we will work with you to ensure an accessible and inclusive process. 

Key Dates 

• Closing Date: Noon, Sunday 16th November 2025 

• Interviews: Monday 1st December 2025 

Make a difference every day with PDSA

At PDSA, we’re dedicated to improving the lives of pets and the people who love them. As a Fundraising Adviser, you’ll play a vital role in helping us raise the funds that keep our veterinary services running, making a real difference to pets and their owners across the UK.

If you’re a great communicator with a passion for helping others and a drive to achieve goals, this could be the perfect role for you.

About the role

You’ll be based in Sunderland, at our National Customer Service Centre (NCSC), located just 600 metres from our local PDSA Pet Hospital.

Our centre has been running in its current form for nearly a decade and is home to a friendly team of 60 colleagues, a great mix of full- and part-time team members who work together to deliver excellent service and results.

Over the years, the NCSC has evolved significantly, now handling a wide range of customer and supporter interactions. It’s an energetic, supportive environment where every conversation helps make a difference.

What you’ll do

• Make inspiring outbound calls to engage supporters, encourage donations, and promote PDSA’s work.
• Handle inbound calls related to fundraising with empathy and professionalism.
• Achieve personal and team income, service and quality targets.
• Build positive relationships with supporters through excellent communication and listening skills.
• Ensure accuracy and compliance with Data Protection and fundraising regulations.
• Maintain up-to-date knowledge of PDSA’s veterinary and fundraising activities.

About you

You’ll bring:

• Experience working towards financial or operational targets.
• Excellent telephone and listening skills, with the ability to build rapport.
• A positive, solutions-focused approach.
• Confidence using computer systems and managing data accurately.

Desirable experience includes:

• Customer service or complaint handling.
• Fundraising, sales or supporter engagement.

What We Offer

We are really passionate about being a great place to work, where people feel connected with what we do and where they feel they can make a genuine difference. This commitment has resulted in us being rated as one of the top 25 big organisations to work for in the UK according to Best Companies survey. 

In addition to being a great place to work, we offer a wide range of benefits, including: 

• 25 days holiday plus bank holidays (rising with service), with option to buy/sell days.
• Special days off, including:
  • A paid Volunteering Day
  • A Celebration Day for something meaningful to you
  • A dedicated Wellbeing Day to focus on yourself
• Generous pension scheme – up to 10% employer contributions
• Free Life Assurance (4 x annual salary)
• Enhanced family leave (maternity, adoption & paternity)
• Retail, travel & leisure discounts through Fetch platform
• 15% discount on PDSA Pet Insurance plus access to staff vet services for pets

About PDSA

As the UK’s leading veterinary charity, with 49 Pet Hospitals, we strive to improve pets’ lives – through prevention, education and treatment. Every year our dedicated vet teams carry out 2.7 million treatments on 470,000 pets.  Our national network of around 120 high street shops help us to provide these treatments through selling both donated and new goods.

We believe that we work better together, so everyone from our vets, volunteers, shop teams and to our office support colleagues – we are driven in our dedication and passionate about pets. Join us and help improve the lives of every pet.

PDSA is committed to embedding a culture of diversity and inclusion within our teams that reflect the communities we serve. We aim to create a working environment in which all individuals are able to make best use of their skills, free from discrimination or harassment, and in which all decisions are based on merit. We offer a range of family friendly, inclusive employment policies and opportunity for flexible working arrangements to support team members from different backgrounds.

We are committed to safeguarding and promoting the welfare of children, adults at risk and all our colleagues and expect everyone who works for us to also share this commitment and to treat people with courtesy and respect. 

The closing date for this vacancy may be brought forward should we receive sufficient candidates.

The Royal College of Radiologists are building a world-class digital learning library and we need a visionary leader to help us get there.

We’re looking for a Digital Learning Manager to join our dynamic team and lead the next phase of our digital learning journey. You’ll head up a talented team of learning designers, content developers and LMS specialists, driving the creation of engaging online courses and delivering an exceptional user experience.

The successful candidate will join us as we’re redefining professional development for clinical radiologists and oncologists supporting their growth whenever and however they practice. Together we’ll design and deliver innovative, high-quality learning products that tackle the real challenges of clinical practice. 

What You’ll Do
Lead, coach and develop a high-performing team of learning designers, content developers and LMS coordinators.
Oversee the design, development and publication of digital learning resources on time, on budget and to the highest standards.
Shape and embed learning design frameworks, templates and quality assurance processes.
Champion accessibility, inclusion and innovation in digital education.
Collaborate across teams to continuously improve our LMS platform and learner experience.
Use data, analytics and learner feedback to drive continuous improvement.
Contribute to strategic planning, reporting and governance through clear, insight-led dashboards and papers.

What You’ll Need
Proven experience leading the end-to-end design and delivery of digital learning products.
Strong track record of managing and developing high-performing teams.
Expertise in LMS/VLE platforms and digital learning accessibility standards.
Ability to embed efficient, evidence-based learning design processes.
Excellent communication and stakeholder engagement skills.
A collaborative, organised and outcomes-focused approach.

Join us and help shape the future of lifelong learning in radiology and oncology.

To apply candidates must have right to work in the UK. 

Why join us:
Make a difference to the lives of Doctors and the specialities they work in every day!
Hybrid working (60% working week can be done remotely)
Modern working environment
Equipment provided to work from home
Generous annual leave allowance
Excellent pension scheme
Interest free season ticket loan and cycle to work scheme
Employee Assistance Programme

Delivery Manager (North) £42,500 pro rata 

The Role 

Are you passionate about creating inclusive spaces where girls can thrive? We're looking for an organised and values-driven Delivery Manager (North) to support the delivery of our groups, trips, residentials and events at GFS. You'll line manage Group Coordinators, ensure operational compliance, champion inclusion, and maintain strong communication with volunteers, groups and external partners across England and Wales. 

About Girls Friendly Society 

Established in 1875, GFS is one of the oldest UK registered charities working to support girls and young women. We believe in challenging gender inequality by empowering girls and young women. We achieve this by providing groups and opportunities for girls and young women to build friendships, gain confidence, and learn that they are unstoppable. We deliver a programme of activities designed to develop socio-emotional skills such as confidence, self-esteem, emotional wellbeing, and resilience, and recruit and train women volunteers to run those activities in a space designed for girls and young women. We prioritise working in areas of disadvantage. 

Why Join Us? 

At GFS, we believe in creating a supportive and inclusive work environment where our team can thrive. As part of our organisation, you'll enjoy: 

• Remote working with annual in-person opportunities to connect with colleagues
• 25 days annual leave (pro rata), plus bank holidays 
• Long service leave after two years 
• GFS Pension Scheme with 7.5% employer contribution 
• We embrace flexible working and support our employees to work in ways that suit their individual circumstances and responsibilities
• 24-hour access to Employee Assistance Programme 
• Season ticket loan 
• Annual EDI Learning Days 
• Study time and personal training budget nto support your professional development 

Our Commitment to Equality, Diversity and Inclusion 

GFS is committed to building a diverse workforce that reflects the communities we serve. We actively welcome applications from people of all backgrounds, particularly those from marginalised communities including Black, Asian and minoritised ethnic candidates, LGBTQ+ individuals, disabled people, and those from underrepresented groups. 

As part of our commitment to equitable recruitment, we guarantee interviews for candidates from marginalised communities who meet the essential criteria for the role. We are also committed to making reasonable adjustments throughout the recruitment process and in the workplace. If you require any adjustments to support your application or interview, please let us know and we will work with you to ensure an accessible and inclusive process. 

Key Dates 

• Closing Date: Noon, Sunday 16th November 2025 

• Interviews: Tuesday 2nd December 2025 

About Demos

Demos is a highly respected cross-party think tank with a unique approach to making policy to solve our long term problems. Building on nearly 30 years of creativity, ideas and impact, Demos’s mission is to upgrade democracy: rebuilding the relationship between citizen and state. Our work explores the elements of a ‘New Deal’, in which power is devolved, citizens participate in policy making, and together as a nation we find answers to the challenges of our century.

About Waves

Demos is leading the largest trial of digital democracy in Britain. 

Trust in politics and politicians is in crisis. Only 24% of people trust politicians to make decisions in the best interests of the country. Polarisation is increasing. At the same time, people want to be involved in the public policy decisions that affect them. 

Waves is a €1 million project trialling new technology in local democracy, launched to bring people together to tackle contentious local issues and strengthen trust in local government. Thousands of local people will have the opportunity to shape local government policy on an issue affecting their area.

New AI-powered technology is intended to make it easier, cheaper and quicker for participants to have their say, identify areas of consensus, discuss difficult issues and work through trade-offs together. 

We are working in partnership with two trailblazing councils who are both embracing the opportunity to put the public at the heart of their policy making. The trial will begin in the London Borough of Camden to co-develop an approach to adult social care. The trial will then move on to South Staffordshire District Council as they develop an inclusive engagement process to prepare for their next local plan. The partners will also support a further 25 councils to observe and learn from the process so that they too can use the tools in the future.

About the role 

We are looking for an experienced programme manager who can steer Waves from now until it completes in December 2026. 

You would be joining the programme at a pivotal time as we move from the ‘set-up’ and ‘co-design’ phases of the first 6-months, to the start of the first of our two trials running sequentially over the next 11 months, before moving to a final ‘impact phase’ of dissemination of our toolkits, technology and learning in the final 6 months.

Programme management of Waves means ensuring that the whole project stays on track – on time and on budget – throughout its delivery. There are 5 partners, a number of suppliers and many moving parts, so it is critical that we find someone who can work across the whole programme, anticipating who needs to do what and by when, and ensuring that the programme is delivered successfully so we can draw learnings from it to share widely across the local government, democracy, and tech sectors. 

It is worth bearing in mind that Waves is a ‘test and learn’ trial of a new deliberative democratic process using existing and new technology. Therefore, the team is committed to learning from the project and being comfortable with the uncertainty of not knowing exactly what the outcomes are going to be. 

What you'll need to be sucessful

The types of knowledge, skills and experience we are looking for are below. We welcome a range of applications which include at least some of these attributes.

• Demonstrable experience managing an equivalent programme in terms of complexity, scale and partners with a solid understanding of project management methods.
• Understanding and commitment to the mission of the programme – motivated to tackle issues of low trust in democracy among UK citizens with digital democratic platforms and deliberative processes a crucial part of the solution.
• Team management, interpersonal and communication skills – ability to lead and motivate a team with diverse skills and priorities to deliver a programme of great complexity and uncertainty, including fostering collaboration and trust, managing conflicts, maintaining transparency and empowering different partners to perform effectively.
• Strong strategic thinking and decision-making skills – the ability to align activities with overall programme objectives, making informed decisions based on programme lead and partner inputs and, where possible, data and analysis, and drive the programme towards successful outcomes. 
• Ability to identify potential risks, develop mitigation strategies and manage issues that may arise during the programme lifecycle – ideally in an innovation context, one working with diverse partners with different ways of working or when using technology/ conducting trials with the public.
• An interest in, and comfort working with, innovative technologies that utilise AI and collect data, as well as an understanding of the risks and sensitivities surrounding the use of AI, among the public and within the public sector.
• Experience of owning and managing a large-scale budget, conducting calculations when there are changes from the plan, and maintaining clear and robust tracking of expenditure to ensure financial accountability.
• Demonstrable ability to adapt to changing circumstances, solve problems creatively and maintain momentum and energy during challenging situations.
• Highly collaborative, with a commitment to teamwork and inclusivity.

Application and selection process

To apply, please provide the following through our application form:

• an anonymised CV (with any references to your name and personal details removed)
• answers to four screening questions (up to 250 words each) 
• a completed copy of our diversity monitoring form (optional)

All applications will be evaluated and graded anonymously to minimise bias in our screening process.

Questions?

If you have any further questions or aren’t sure if the role is right for you, please feel free to reach out to us and we would be happy to answer any queries. 

We look forward to hearing from you!

About the Sheila McKechnie Foundation

The Sheila McKechnie Foundation (SMK) is here for people working to make lasting change, whether in their community, across society or for our planet.  We connect the campaign community to grow in solidarity, share ideas and find common cause.

Campaigning is vital to a healthy society. In a free and hopeful society, people need to know they have the power to make a difference: they can envisage change and can push for that change to happen. For nearly two decades, we have run programmes for individuals and groups, offered support and advice and been a place to share knowledge on the keys areas of effective campaigning.

Each year, we work directly with up to 300 organisations and well over 1000 people. They are tackling a wide range of social issues across human rights, environment, health, housing, young people, and community. Whether improving disabled access on local transport, tackling financial inequality, or promoting solutions to global conflict, our mission is to help campaigners succeed.

About the Role

We are seeking an experienced Operations and Systems Manager to join our team. As Operations and Systems Manager, you will ensure SMK’s operations are well managed, and make sure that we have all the processes, technology and policies needed to operate effectively. We’re looking for someone to take initiative to improve things where needed and bring their experience from elsewhere to the team.   

The Operations and Systems Manager will work closely with the CEO, Board and staff team of 6, and hold the relationships with our external IT, Accounting and HR providers. You will also play a key role within the organisation in shaping culture and supporting staff to carry out their roles to the best of their abilities.

For further information, please see the job description. 

Flexible and Hybrid Working

Our office base is located in central London. You need to be in the office for a minimum of 1 day per week and further Team Days and Board Away Days. Travel and accommodation for working at our London office is at the job-holders own expense. Expenses incurred for SMK business outside London are covered by the charity.

The 15hours per week can be worked flexibly across Monday to Thursday, with a preference for them to include at least part of Monday and Tuesday to accommodate our weekly team meetings (Monday mornings) and Board Meetings which occur quarterly (Tuesday afternoons)..

If you have any questions about the role or process, please get in touch. We are happy to discuss any accommodations or adjustments needed to support your application or participation in the interview process. Please let us know how we can assist.  

Closing Date 30th November, Interviews in person Tuesday 8th December

Our work is needed now more than ever before. This is why we have embarked on an exciting new strategy to make tackling low numeracy an urgent, national issue. However, we will only achieve significant and lasting change by engaging other organisations to support and fund our work.

The Corporate Volunteering Manager plays a central role in this by managing our successful and impactful Corporate Volunteering Programme. Each year through this programme, we train hundreds of volunteers from our corporate partners to visit primary schools and share examples of how maths has helped them as adults, both in their careers and personal lives.

This crucial work helps change us to the inter-generational narrative about numeracy in the UK. Maths is not just something you ‘have to do at school’, but is a valuable skill that helps us get on at work, and manage our time and our money. The programme has been running for three years now, and this year’s activity looks set to have meaningful impact on at least 17,000 children across the UK.

You will be responsible for ensuring that volunteers are adequately trained, for recruiting appropriate schools for them to visit, and all the admin and reporting that supports the programme.

We are looking for someone who can ‘own the programme’, is committed to improving our processes and the efficiency of delivery, with strong line management skills, and a commitment to the professional development for the Corporate Volunteering Programmes Assistant.

National Numeracy is based in Brighton, East Sussex, but we are offering significant remote/hybrid and flexible working with this role. If you are not office based, then the expectation is that you will be in Brighton at least occasionally when the work requires it. The role may include occasional travel to London and beyond.

Manage and deliver our place based programmes for young people.
 

Since 2022, we’ve been growing our place-based programmes in key regions across the country - communities full of potential, creativity and ambition, but where young people can face barriers to accessing the same networks and opportunities as their peers.

Our new strategy, Ambition 2030, puts these local programmes at the heart of helping young people build the future they choose. With almost one million young people currently not in education, employment or training (NEET), the need to create meaningful pathways into work and learning has never been greater.

Through our place-based projects, backed and funded by industry leaders, we are focusing on the young people who are most at risk of missing out on the benefits of school.

We believe earlier intervention is key to solving the NEET crisis. This means delivering opportunities to practise and apply skills in real-world contexts. Providing meaningful encounters with a wide range of industries and professionals. And meeting young people where they are to build their confidence.

We’re seeking a project manager to lead this work with our trusted industry partners, working in collaboration with employers, local and combined authorities, schools and charities. We are currently delivering Ignite projects in Blackpool, East Riding of Yorkshire, Liverpool, Middlesbrough, Northampton, Rochdale and London, and may take on additional projects in new locations.

Key responsibilities

• Lead our Ignite place-based programmes, managing workshops, employer engagement, and volunteer coordination, while ensuring local partners stay central to design and delivery.
• Oversee programme delivery, stakeholder relationships, coordination and logistics
• Through targeted interventions ensure the right workshops and people are in place to support young people to raise their aspirations, develop their skills and bridge the gap between education and employment

This role is a hybrid of strategic and operational work.

Please note, these projects follow The Talent Foundry delivery model of being facilitator-led and supported by industry volunteers. As the project lead you will not be facilitating or teaching workshops, or providing 121 support to students.

To read the full job information pack please download the attachment. Please read this before completing your application as it contains some helpful advice of what we are looking for. For safer recruitment purposes - please ensure your CV includes the month and date of your previous employment and includes information about any employment gaps. 

Safeguarding

We are committed to safeguarding and promoting the wellbeing and welfare of children and we require everyone associated with The Talent Foundry Trust, including all trustees, employees, and volunteers to share this commitment. Successful applicants will need to undergo child protection screening appropriate to the role, including completing our Safer Recruitment process, references from past employers and Disclosure and Barring Service checks.

We are looking for a Legacy and Administration Manager to join our Finance and Operations team on a part-time basis (2 days per week). This role will report to the Director of Finance and Operations. 

Job Purpose

Legacies are one of the most vital sources of income for Operation Smile UK, helping us continue our work supporting patients with cleft around the world. We’re now looking for a Legacy Administration Manager to join our dedicated team and ensure that every gift left to the charity is managed with care, professionalism, and in line with the wishes of our supporters.

Key Responsibilities

• Manage a portfolio of residuary, specific, and reversionary legacy cases from initiation to completion, optimising income while upholding all legal, ethical, and organisational standards.
• Communicate with empathy and professionalism with executors, solicitors, and beneficiaries’ families, including handling enquiries and confirming receipt of legacy notifications.
• Review estate documentation and valuations, determine the charity’s entitlement, and verify that all due funds are correctly received.
• Ensure that all relevant charity tax reliefs are properly applied for, including Inheritance Tax, Capital Gains Tax appropriations, and Income Tax (form R185).
• Maintain accurate and up-to-date records of all legacy income and correspondence within OSUK’s CRM system and Finance Tracker.
• Track the status of ongoing cases, pursue outstanding actions, and take prompt steps to address issues or disputes as they arise.
• Collaborate closely with internal teams—such as Finance, Supporter Care, and Partnerships—to promote strong stewardship and compliance.
• Refer or escalate complex or high-impact matters to the Director of Finance and Senior Finance Manager when necessary.
• Contribute to team meetings, process improvements, and the development of best practice.

Person Specification

· Strong interpersonal skills with the ability to build positive relationships and communicate clearly and sensitively, both in writing and verbally.

· Proven experience in legacy administration within the charity sector or in probate and estate law.

· Highly organised, with the capability to prioritise and manage a diverse caseload effectively.

· Exceptional attention to detail, ensuring accuracy in financial transactions, documentation, and data entry.

· Skilled in interpreting wills, estate accounts, and related legal documents.

· Competent in reviewing estate accounts to verify the correct application of Inheritance Tax (IHT) and Capital Gains Tax (CGT) and to ensure estates are properly finalised.

· Proficient user of Microsoft Office and customer relationship management (CRM) systems.

· Review estate accounts, including the allocation of Capital Gains Tax (CGT) and Inheritance Tax (IHT), to confirm estates are correctly administered.

· Certificate in Charity Legacy Administration (ILM) or legal/paralegal qualification.

Recruitment

We are actively interviewing for this role on a rolling basis as suitable applicants apply. If you're interested in this role, it is advisable to apply as soon as possible.

Disability Confident Committed Employer

We're a Disability Confident Committed employer, so we guarantee an interview to any disabled applicant who meets the minimum requirements for the job.

At Operation Smile UK, we value individuals based on their performance and potential. We're dedicated to creating a diverse and inclusive workplace that supports everyone's needs. We're happy to make reasonable adjustments throughout the application and employment process, and we particularly welcome applications from diverse backgrounds.

If you need this document in a different format, require any adjustments, or need help with your application, please contact us (further details contained within the job description).

Equality, Diversity & Inclusion

Operation Smile UK knows fundraising could better reflect the diverse backgrounds and experiences of the people the charity sector supports. If you don’t meet every requirement but believe your transferable skills align with the role, we encourage you to contact us for a conversation. 

We want our team to reflect the diversity of the communities we serve, offering equal opportunities to everyone, regardless of, age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation.

We celebrate diversity and encourage you to bring your authentic self to Operation Smile UK. We are committed to supporting all applicants and ensuring a fair hiring process. All appointments will be made solely on merit, and we are happy to make reasonable adjustments throughout the recruitment process. 

READY TO DRIVE A SOCIAL ENTERPRISE FORWARD?

MOTIVATED BY PURPOSE, NOT JUST PROFIT?

GOT A GREAT EYE FOR DETAIL?

WE’RE RECRUITING A GENERAL MANAGER...

Can Do is a start-up using digital technology to create social change. Founded by award-winning social entrepreneur Mark Johnson MBE, Can Do is building an innovative platform to help vulnerable people take control of their lives and access the services they need.

Mark is looking for a General Manager to work alongside him. Mark is an entrepreneur and creator. To balance this, he needs someone steady, organised, and practical to turn ideas into plans and keep the day-to-day operations running smoothly.

He’s looking for someone who:

· Has experience of general/project management in a social enterprise or start-up

· Is calm, steady and level-headed

· Has meticulous attention to detail and is a practical organiser who gets things done

· Can use digital and AI tools to simplify processes

· Is empathetic and purpose-driven to help people

The role is flexible – full-time, part-time, or a great option for someone returning to work.

This isn’t just another job, it’s a chance to help build a start-up with huge potential to scale.

Think this sounds like you? Let’s start a conversation.

WHO WE ARE.

Can Do is a start-up using digital technology to create social change. Founded by award-winning social entrepreneur Mark Johnson MBE, Can Do is building an innovative platform to help vulnerable people take control of their lives and access the services they need.

Our mission is to put power back where it belongs: with the people who use services. Because we believe that if you think you can, you can.

THE ROLE

Mark is looking for a General Manager to work closely with him. He is an entrepreneur and creator. To balance this, Mark needs someone steady, organised, and practical to turn ideas into plans and keep the day-to-day running smoothly.

This is a start-up role: exciting, busy, and varied. There’s a lot to do, and you’ll need to be efficient, flexible, and ready to roll up your sleeves.

It’s about working with purpose, building something new, and making a real difference.

WHO WE’RE LOOKING FOR

· Someone with experience in project management, operations, or general management in a social enterprise, or small start-up

· A meticulous and practical organiser who enjoys making things work and getting things done

· Someone who wants to work with purpose, helping build a socially oriented organisation

· Efficient, empathetic, and comfortable juggling a wide range of tasks

· Tech-savvy and confident using AI/digital tools to make processes simple and efficient

· Flexible: this role could be full-time, part-time, or suit someone returning to work

WHAT YOU’LL DO

· Project management: Plan and manage projects from start to finish, making sure deadlines are met and everyone delivers on their part.

· Meetings and follow-up: Organise and run management meetings, keep notes, and make sure agreed actions happen.

· Governance: Oversee compliance and act as Company Secretary, keeping records accurate and up to date.

· Finance: Use Xero and work with accountants/bookkeepers to oversee budgets, accounts, and financial reports so the numbers are always clear.

· Fundraising and business development: Support funding applications, proposals, and relationships with partners to bring in new opportunities.

· Operations: Keep the day-to-day running smoothly — from diary management and HR basics to coordinating contractors.

· Communications: Maintain simple but effective comms, updating the website and keeping social media active.

SKILLS & QUALITIES

· Strong organisational and project management skills

· An excellent writer, whether contracts, bids or public facing materials

· Experience of operations, governance, and finance oversight in a small organisation, ideally a social enterprise or startup

· Confidence managing budgets and financial reporting (not a finance role, but able to keep track)

· Able to communicate clearly and keep people focused

· Empathetic, socially minded, and committed to putting people first

· Steady, reliable, and happy working in the background to let others thrive

EQUALITY & DIVERSITY.

Can Do welcomes applications from people with lived experience of social challenges. We are committed to ensuring diversity and inclusion in our recruitment process and workplace culture.

Parkinson’s UK is looking for a motivated Finance professional to effectively partner with local communities, training treasurers and volunteers in best practices for financial governance and championing their interests within the organisation.

About the role

You’ll lead on reporting and management for all aspects of local community finances, ensuring compliance with HMRC, Audit, and Accounting regulations, while managing financial risks within the decentralised structure.

What you’ll do

• Lead, manage and develop a team who service the financial and banking needs for all local groups across the UK.

• Lead and deliver on the Local Groups annual statutory accounts process and consolidation. Be the key point of contact for the auditors.

• Champion local groups’ interests in strategic digital transformation projects and help implement change in the local network.

• Ensure best practice in financial reporting and internal control environment in line with external and statutory compliance

• Engage with local group treasurers and chairs to ensure that there is buy-in from the local groups on new processes and systems introduced

What you’ll bring

• Experience of managing and developing a team, with strong people management skills and ability to attract and retain talented people

• Experience of facilitating training for non-finance colleagues and volunteers

• Demonstrable working knowledge of finance systems and banking arrangements is essential

• Proven experience in leading a financial accounting function, ensuring processes are improved to meet the changing needs of the charity 

• Demonstrable working knowledge of financial risk management and financial control environments 

If this opportunity sounds like you, we’d love to hear from you! 

To apply, please submit a CV and a supporting statement that demonstrates how you meet the essential criteria (marked with an 'A') in the 'what you'll bring' section of the job description.

The in person/office attendance expectation for this role will be a minimum of 1 day per week.

Anyone can get Parkinson’s. It’s vital that the people who work for Parkinson’s UK are representative of our diverse community. We actively encourage people from all sections of the community to apply, regardless of race, ethnicity, gender identity, age, disability, sexual orientation, or religion.