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Age UK Trading is looking for a highly experienced and customer-focused Senior Customer Oversight & Governance Manager to lead our oversight and governance activities across our portfolio of commercial partners.
This is a pivotal role responsible for ensuring that the products and services delivered by Age UK Trading's partners provide genuine value and positive customer outcomes, in line with the Age UK Trading Principles and, where applicable, FCA Consumer Duty requirements.
Working across internal teams and external partners, you will provide independent oversight, challenge and influence, using customer outcome data and insight to drive continuous improvement. You will also lead our customer engagement function, ensuring robust complaint governance, effective customer feedback mechanisms, and regulatory compliance.
This is an excellent opportunity for a governance, risk, compliance, customer outcomes or conduct professional who is passionate about putting customers at the heart of decision-making.
Age UK Internal Grade 4N- This role is referred to as a Senior Customer Manager within the charity.
Please note this role is Home Based with some London office attendance and periodic travel to our Devon office as and when required.
Must haves:
Experience
*Experience in a governance, risk, compliance or oversight role within an FCA regulated environment (ideally insurance / intermediary distribution).(A, I)
*Strong background in financial services, with an excellent knowledge and understanding of the Financial Conduct Authority and the regulatory landscape.(A, I)
*Experience of developing or maintaining oversight, assurance or governance frameworks to evidence customer outcomes and regulatory compliance.(A, I)
*Experience of using management information, customer insight and outcomes metrics to identify trends, risks and opportunities for improvement.(A, I)
*Experience of working collaboratively with internal and external stakeholders to influence change and improve customer outcomes.(A, I)
*Strong evidence of people development and management skills.(A, I)
Skills and knowledge
*Considerable evidence of ability to interpret a range of measures and datasets to identify meaningful customer and business insights. (I, P)
*Influential relationship skills at all levels and ability to use these to drive improvements for customers.(A, I, P)
*Sound knowledge of FCA regulatory requirements, including those relevant to distribution, Consumer Duty, and product governance.(A, I)
*Sound knowledge and understanding of sales processes, customer journeys and customer facing operations.(A, I)
*Ability to provide constructive challenge and make evidence-based recommendations to improve customer outcomes.(I, P)
*Excellent communication skills, both written and verbal.(A, I, P)
*Excellent knowledge of Work, Excel, PowerPoint and Outlook.(A, P)
Personal attributes
* Demonstrates sound judgement and confidence to provide independent challenge where customer outcomes may be at risk.(I, P)
* Highly collaborative, balancing constructive challenge with the ability to build trusted relationships.(I)
* Strong attention to detail combined with a pragmatic and solution-focused approach.(I, P)
Great to Haves:
Experience
* Experience of conducting Consumer Duty assessments, fair value assessments or product governance reviews.(A, I)
* Experience of complaint oversight, root cause analysis and customer outcome reporting.(A, I)
* Experience of managing governance forums or committees and coordinating associated reporting and actions.(A, I)
* Experience of developing and maintaining risk registers or supporting broader risk management frameworks.(A, I)
Skills and knowledge
* Understanding of FCA complaint-handling requirements and DISP rules.(A, I)
* Knowledge of risk management and assurance methodologies.(A, I)
* Experience of dashboard development and performance reporting using large or complex datasets.(A, I)
Personal attributes
* Curious and proactive, continually seeking opportunities to improve customer outcomes and governance processes.(A, I)
* Resilient and comfortable working in an environment requiring challenge, negotiation and influence without direct authority.(A, I)
What we offer in return
- Competitive salary, 26 days annual leave + bank holidays + annual leave purchase scheme
- Excellent pension scheme, life assurance, Health cashback plan and EAP
- Car Benefit Scheme, Cycle to Work Scheme and Season Ticket Loan
- Techscheme - buy any tech from Apple or Currys, up to £1000, and spread the cost over 12 months, interest free
- Blue Light Card Scheme
- You Did It Awards - recognition awards from £100-250
- Many additional benefits
Additional Information
Supporting statements and anonymisation
Candidates are expected to provide a supporting statement that explains how they meet the competencies annotated with an 'A' in the job description, to assess suitability for the position. Age UK acknowledges and accepts that AI may be used to support the application; we do expect candidates to personalise experience, knowledge and skills and failure to do so, may result in your application being rejected.
Please submit a Word version of your CV as it will be anonymised by our recruitment system when you apply for a role. Our system is unable to anonymise supporting statements and heavily formatted CVs. Please could you remove any personal information including your name before you upload to support our inclusive recruitment process. All equalities monitoring information is also anonymised and not shared with the hiring panel. Your name and address will only be known to us if invited for interview.
Equal opportunities & Disability Confident Scheme
Age UK is an Equal Opportunities employer and positively encourages applications from suitably qualified and eligible candidates, regardless of age, sex, race, disability, sexual orientation, gender reassignment, religion or belief, marital/civil partnership status, or pregnancy and maternity. Age UK is a Disability Confident Scheme employer. Due to high numbers of applications received, Age UK reserves the right to limit the overall number of interviews offered, and therefore, it may not always be practicable or appropriate to interview all disabled people that meet the minimum criteria for the job.
Reasonable adjustments
Disabled job seekers can access reasonable adjustments at any stage of the recruitment process. All requests for reasonable adjustments are considered on a case-by-case basis, in collaboration with the disabled job seeker to best meet their needs, by contacting the Recruitment Team. Disability disclosures will be kept confidential and only shared on a need-to-know basis to support the implementation of adjustments. Disclosures will not be used to inform hiring decisions.
Age UK is committed to safeguarding adults at risk, and children, from abuse and neglect. We expect everyone who works with us to share this commitment.
Early application is encouraged as we will review applications throughout the advertising period and reserve the right to close the advert at any time.
Age UK politely requests no contact from recruitment agencies or media sales. We do not accept speculative CVs from recruitment agencies nor accept the fees associated with them.
For a full list of benefits please click here
Registered Charity 
More than 1000
The client requests no contact from agencies or media sales.
Thank you!
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
The client requests no contact from agencies or media sales.
Thank you!
Are you an exceptional governance professional who thrives working in a fast-paced environment?
We are looking for a highly capable Governance and Executive Manager to play a pivotal role at the heart of our charity. Working closely with the CEO, Trustees and Executive, you will help ensure the organisation is governed to the highest standards while driving forward key strategic priorities including EDI and ESG.
This is a rare opportunity to combine your governance expertise with meaningful strategic impact in a dynamic and values-led organisation.
As our Governance and Executive Manager, you will be the trusted adviser and primary point of contact for our Board of Trustees, supporting effective decision-making and ensuring compliance with charity and company law.
You will lead the delivery of high-quality governance processes, oversee Board and Committee administration, support regulatory compliance and help develop policies and frameworks that strengthen our organisation.
Alongside this, you will provide executive-level support to the CEO, helping to coordinate priorities, prepare reports and contribute to organisational success.
The client requests no contact from agencies or media sales.