Head of crm operations jobs

Head of Fundraising & Partnerships

Salary band: c. £60,000 per annum, negotiable based on experience

Reporting to: CEO

Key leadership role in a dynamic, friendly charity transforming young people’s lives in London.

Construction Youth Trust is an ambitious, impact-led organisation pushing the boundaries of how charities work in partnership with business to create social change. We are seeking a dynamic and motivated fundraising leader to join our Senior Leadership team as Head of Fundraising and Partnerships. A genuine passion for social mobility is essential, as well as a deep commitment to creating effective charity-industry partnerships that drive social impact. This is a key external facing role with responsibility for fostering strong partnerships with our funders and supporters.

Social mobility is at the heart of Construction Youth Trust, and our mission is to enable young people achieve their full career potential through meaningful early engagement with employers in an important growth industry. We prioritise young people from low-income backgrounds and under-represented groups and those facing significant barriers to employment. Through our long-standing partnerships with employers in the built environment sector (over 200+ across London), we connect young people to relatable role models, world of work experiences and ultimately rewarding jobs and apprenticeships. The built environment sector is at the forefront of achieving net zero and future economic growth, offering young people substantial opportunity for career progression.

The role

Construction Youth Trust is in a strong financial position with an excellent Fundraising & Partnership team, supported by well-established systems. We already have a strong pipeline in place to meet our fundraising targets (£2M - £2.5M p.a.) This is an opportunity for a Senior Fundraising Leader with the skills and experience to consolidate and build on this success. We are looking for someone with the drive and experience to help the Trust meet our ambition to significantly increase opportunity for disadvantaged young people within the build environment.

We are seeking a Head of Fundraising & Partnerships with a strong desire to play an active Senior Leadership role and contribute to the Trust’s wider strategy, governance and day-to-day charity management. There is the opportunity to play a significant role shaping and steering the Trust’s next business planning cycle. Ideally, the post-holder would be willing/able to deputise for the CEO and the salary offered to the successful candidate will be dependent on experience and level of responsibility.  There is significant headroom at the Trust for a fundraising leader who is looking to take on a more strategic role within this dynamic charity, either immediately or with structured development and support.

How do I apply?

If you are an ambitious fundraising leader and are passionate about transforming the life chances of young people, please send your CV and your supporting statement (no more than 500 words) explaining why the role interests you and how/where you meet the person specification. Short-listed candidates will be asked to complete our application form in due course, but if you are interested in this role we are keen to hear from you as soon as possible.

Closing date: 5pm 14th May. However, we strongly recommend that you send your CV as soon as possible as we will reach out to potential candidates as we receive suitable applications and could close the application deadline earlier if a successful candidate is found.

We will hold 2-stage interview process with first interviews planned for week commencing 18th May.

You can access Job Description, and Person Specification for this role directly via this Charity Jobs page.

We strongly believe that a diverse and inclusive team is vital to our work. We are especially interested in hearing from individuals from ethnic minority backgrounds and/or those with a lived experience of the young people we support.

If you have not heard from us 2 weeks after the application closing date your application has been unsuccessful at this time.

Benefits and entitlements:

You’ll be eligible for many of our benefits including:

• 25 days annual leave per year (pro rata for part-time or any period less than 1 year) which increases by a day each year after 2 years’ service up to a maximum annual leave entitlement of 30 days per year

• Discretionary “Day for You” as an additional well-being day

• Opportunity to take a 6-week sabbatical after 3 years of service

• The Trust’s contributory pension scheme after three months – The charity will match your employee contribution up to 7%

• All travel expenses covered over and above your regular commute to and from work. Any extra travel for  work purposes will be reimbursed.

• Access to Workplace Options EAP (a provider of employee support services)

• Opportunity to Work from Home (in line with Trust policy)

• Opportunity to take part in the wider team’s wellbeing and social activities

• A supportive Training and Development policy which encourages colleagues to develop as professionals and achieve relevant qualifications (e.g. CIOF’s Certificate in Fundraising).

We are committed to safeguarding and promoting the welfare of children, young people and vulnerable adults. We will only consider candidates for employment that share this commitment. All roles are subject to safer recruitment practices, and this position will require an Enhanced Disclosure with Barred list check from the Disclosure and Barring Service (DBS).

This is a rare opportunity to join our dynamic and successful team as the Head of our Income Generation and Marketing teams. The key role for the Head of Income Generation is to maintain a sustainable level of fundraising and by increasing the income from paid placements through our relationships with Health Trusts and Councils in Merseyside and Cheshire in particular. The postholder will also play a key role in the branding transition to Little Lights Liverpool, managing and overseeing our marketing activities.

We are looking for someone with proven senior-level experience in income generation within the charity, health or care sector, and with a track record of growing income through commissioning or fundraising. You will need to be a strategic thinker with the confidence and compassion needed to build productive relationships and to manage our passionate and hard-working team.

Zoe's Place Baby Hospice was founded in Liverpool in 1995 as the first hospice in the UK specifically providing for the needs of babies and younger children. Our team of specialist nurses and healthcare assistants are supported by a wide range of other healthcare professionals to provide respite care, therapies and bereavement care to babies and children with life-limiting and life-threatening conditions, and their families.

In late 2024 the people of Liverpool, the Northwest, and even further afield helped us to raise more than £7,000,000 to secure the future of our hospice, and the state-of-the-art new facility in West Derby is under construction.

As work begins on our new hospice facility, our dedicated team continues to deliver specialised care from our existing site, and our team of fundraising, marketing, finance, compliance and administration professionals work hard to keep the charity operating smoothly.

The postholder benefits from a competitive salary and benefits package, the opportunity to make a real difference to an incredible cause, and you will be joining the charity at a pivotal point in its development. 

Purpose of the post:

As part of our Business Directorate, this role will lead a first-class comprehensive support function that underpins all areas of the charity:

·The post holder will be someone who is organised, efficient and adaptable who can manage time effectively in a very busy role, juggling multiple responsibilities and keeping large volumes of information at their fingertips, who prioritises the needs of The Reading Agency at all times, appreciates an informal but professional work environment and enjoys supporting a busy team working in an agile environment.

·You will be a core member of the Business Directorate supporting the Head of Finance and Operations to ensure that the organisation functions efficiently, effectively and sustainably.

Key responsibilities:

·Co-ordinate support across the organisation, working with the leadership team, core business and programme teams to coordinate meetings, create visual content and resources, design artwork, support day-to-day communications.

·To manage logistics and delivery of in-person events in liaison with Marcomms and programme teams (e.g. World Book Night, Summer Reading Challenge launches), and coordinating internal events (e.g. Staff days, Board meetings). 

·Managing The Reading Agency online shop processes and being a key point of contact for print and design suppliers, and ensuring high quality customer service for partners and customers in contact with the charity.

·Line management of the Business Support Administrator.

·Managing the office facilities and equipment, and homeworking requirements to ensure staff can carry out their work effectively, and act as the key day-to-day liaison between The Reading Agency and Society of Authors, working with the Head of Finance and Operations.

·Staff Health and Safety Lead: Monitoring health and safety, undertaking desk assessments and providing health and safety guidance to all staff and associates.

·Carrying out other projects or duties as may be requested by The Reading Agency management where capacity allows.

Key contacts:

·The Leadership Team

·Other members of the wider Business Directorate Team (HR, Finance, Systems)

·Programme Managers and their teams

·MarComms

·Other colleagues across the organisation, external stakeholders and partners

Skills/Knowledge:

·Excellent working knowledge of Microsoft Office and other applications, including Outlook, Word, PowerPoint, Excel, Teams and Zoom

·Ability to work with and understand databases and customer relationship management systems like Salesforce

·Strong organisational skills and demonstrable ability to prioritise and work to deadlines in a fast-paced environment

·Strong relationship building skills, with the ability to achieve positive shared outcomes

·Strong written and verbal communication skills

·Excellent people management skills

Experience:

·Ability to come up with creative solutions and ideas

·Ability to remain calm and work effectively under pressure, adapting and reprioritising as necessary for changing circumstances

·Able to work successfully as a member of a team, where colleagues work in separate locations and communicate via email, Teams and Zoom

ABOUT THE ROLE

We’re looking for a collaborative Head of Operations to help  translate and operationalize organizational strategy. You’ll manage internal infrastructure with oversight of administrative and operational functions; risk management, employment practices, fundraising processes, information systems, compliance and policy. You will be working with a team of 3 on the Internal Affairs and in close collaboration with the five co-Executive Directors and the Finance Director. 

We are looking for a strategic thinker and problem solver with a bias for action who has a passion for building equitable systems that support a close knit team, collaborative mindset for building trust across the organization and an appetite for developing mechanisms for effective horizontal learning. 

Knowledge of Doc Society’s mission and work and enthusiasm for public purpose and independent storytelling  is embedded in the role.

You should be within regular commuting distance to central London, where we have an office.

MAIN DUTIES AND RESPONSIBILITIES 

• Maintaining operational effectiveness: Support standardisation of appropriate processes across the organisation while maintaining its agile profile; present the executive directors with detailed company operations analysis and solutions where appropriate; 

• CRM: Manage the implementation and ongoing effectiveness of the new CRM system

• Manage risk factors across the organisation: evaluate risk factors when making critical business decisions; maintain the organisation’s risk register; increase the adoption of secure working practices, including cybersecurity, data retention policies and implementation across the team

• Managing the legal functions of the organisation: including HR and employment policies in the US & UK and working with the Internal Affairs team and  legal support to manage the administration of all contracts  and fiscal sponsorships with grantees

• Internal communications: Focusing on lateral learning and communications across the team in a hybrid environment; 

• People management: lead the Internal Affairs team to support the organisation’s understanding and implementation of internal policies; help colleagues to develop and grow their skillsets (3 direct reports)

• Compliance: Ensure compliance and oversee Board governance across multiple non-profit entities

• Processes: Map, document, and continuously improve core processes
  
   

KNOWLEDGE, SKILLS, EXPERIENCE

Essential

• Experience of operations management at a senior level

• Financial acumen and familiarity with budgets

• Strong written and verbal communication skills, collaborative approach with a tactful and diplomatic attitude

• Hands on approach

• Adaptable, flexible and open to learning

• IT literate - familiarity with G Suite & Dropbox and the principles of CRM systems

• Experience of risk management

• Knowledge of Doc Society’s mission and work and enthusiasm for public purpose and independent storytelling

Preferred

• Experience of working internationally especially in the US

• Experience of HR management 

• Sound knowledge of data retention legislation in US & UK

TERMS

• Office working in central London 3 days a week 

• United Kingdom work authorisation required

• Holiday: 28 days including bank holidays

• Employer pension contribution after 3 months
  
   

Salary £70K depending on experience

The Girls’ Day School Trust (GDST) is a family of 23 independent schools and two academies, united by a shared mission to help girls learn without limits, so they go on to lead lives without limits. As pioneers in girls’ education, we are proud of our heritage and ambitious for our future. To fulfil our public purpose of reaching as many girls as possible, we have an ambitious fundraising strategy, focused on transformational bursaries and innovative learning, enabling girls from a wide range of financial backgrounds to access a GDST education.

We are seeking an exceptional Head of Philanthropy Operations to lead the systems, processes and insight that underpin philanthropic income generation and supporter engagement across the GDST and its family of schools.

This is a key leadership role within the Philanthropy and Partnerships team. Working closely with the Deputy Director of Philanthropy and Partnerships, you will provide strategic leadership for the operational infrastructure that enables fundraising and alumnae engagement to grow in a coordinated, compliant and sustainable way. You will play a central role in strengthening how data, systems and operational support are used to help colleagues across the Trust Office and schools deliver excellent fundraising and stewardship activity.

What you’ll be doing

In this role, you will lead the operational strategy that supports philanthropy and alumnae engagement across the GDST, ensuring the systems, processes and reporting that underpin fundraising are effective, compliant and built for sustainable growth. You will lead CRM, data and performance insight to strengthen decision-making, pipeline development, donor stewardship and long-term relationship management across the GDST network.

You will also oversee core fundraising operations, provide high-quality reporting to senior leaders and Trustees, and lead a small team to deliver strong operational support across the GDST. Alongside this, you will help equip colleagues across schools and the Trust Office with the tools, guidance and insight they need to strengthen fundraising and supporter engagement.

What skills and experience you’ll bring to the role

• Significant experience in philanthropy or fundraising operations leadership, with a strong track record of leading systems, processes and operational improvement in a complex organisation
• Substantial experience of CRM management, data analysis and fundraising reporting, with the ability to translate insight into clear strategic recommendations and practical action
• Strong organisational and project management skills, with the ability to manage multiple priorities effectively while maintaining close attention to detail
• Excellent communication and relationship-building skills, with the confidence to work closely with senior stakeholders, including executive leaders and Trustees, and to build trusted relationships across a network of schools and central teams
• Experience of leading and developing teams, alongside a good understanding of fundraising regulation, compliance and data protection
• A combination of strategic thinking and operational rigour, with a clear motivation to help create greater access, opportunity and impact through philanthropy at the GDST.

Why join us?

As part of the GDST, the UK's leading network of independent girls' schools, we can offer a variety of benefits, such as:

• Competitive salaries and pay progression
• Access to extensive professional development opportunities
• Training grants for qualifications
• A discount of up to 50% on fees for children at GDST schools
• Generous pension schemes
• Free life assurance benefit
• Interest free loans for training, computer purchase loans and travel season ticket loans
• A Cycle to Work scheme
• Competitive terms and conditions of employment

There are many other good reasons to work with us. Each of our schools and our Trust Office has its own sense of community, and you’ll be part of it. You’ll be in the company of some of the best and brightest people in independent education. Most importantly, no matter what your role, you’ll be playing a major part in the highly regarded education we give our girls.

For further details and to apply please click the apply button.

Closing date: 30th April 2026 at 10:00 AM.

The Girls’ Day School Trust is committed to safeguarding and promoting the welfare of children, and applicants must be willing to undergo child protection checks appropriate to the post, including online searches and checks with past employers and the Disclosure and Barring Service.

Our Operations Director will lead the development of the operational infrastructure required to scale Fruitful Work nationally and internationally. Working in close partnership with the Founder & CEO, this role takes ownership of the systems, processes, team and organisational rhythms that enable the charity to grow rapidly and sustainably. This is a senior, hands-on leadership role for someone who enjoys building from the ground up, turning vision into reliable execution, and creating the foundations that allow a small team to deliver outsized impact.

You will take responsibility for the day-to-day running of the organisation and lead the recruitment and management of a growing operations team as Fruitful Work expands.

Please see our attached candidate pack for the full role description

We are looking for a highly motivated and organised individual to maintain, develop and continuously improve our systems. The role will be an integral part of the Living Wage Operations Team, providing strategic technical support and ensure the integrity of our systems, often overseeing development projects with external partners.

The Operations and Data Manager will need to be highly numerate and have great analytical skills to support our monitoring and evaluation functions, working with the Head of Operations and Insight on financial and budgeting management, reconciliation and forecasting for the Living Wage Foundation. The suitable candidate will be detail-oriented, be able to demonstrate their ability to seek out improvements and problem solve creatively and have experience working with Salesforce or equivalent CRM systems.

Description 

We are seeking an experienced and motivated Head of Fundraising to lead and further develop our fundraising activity at a pivotal time for the Cathedral. This is a strategic and hands on role, working closely with the Chief Operating Officer and Senior Management Team to secure the resources needed to sustain and grow the Cathedral’s mission, ministry and buildings. 

You will take the lead on generating fundraising income, primarily through trusts and foundations, while also developing appeals, legacy giving, regular giving and new fundraising income streams. You will build on the strong foundations already in place, bringing creativity, rigour and collaboration to everything you do. 

The role 

As Head of Fundraising, you will: 

• Lead relationships with trusts and foundations, identifying opportunities, writing compelling applications and managing reporting and compliance 

• Drive major fundraising bids to support the Cathedral’s Estates Masterplan and strategic priorities 

• Develop and deliver fundraising appeals and pilot new initiatives to diversify income 

• Grow legacy and regular giving, building a sustainable pipeline of long-term supporters 

• Lead supporter care, engagement and fundraising events 

• Oversee fundraising communications and profile raising activity 

• Work collaboratively across the Cathedral to develop fundable projects and shared ownership of fundraising 

• Manage the fundraising budget and report progress to the Senior Management Team and Finance Committee 

• Act as Line Manager for the Development Officer 

This role combines strategic thinking with practical delivery and will suit someone who enjoys working in a small, committed team where no two days are the same. 

What we're looking for 

• Proven experience in fundraising, particularly trusts and foundations 

• A strong track record of writing successful funding applications generating over £250,000pa 

• Excellent relationship building and communication skills 

• The ability to work collaboratively with colleagues, volunteers and external partners 

• Empathy with the values, mission and worshipping life of a Christian cathedral 

• A calm, organised and proactive approach, with strong attention to detail 

• A clear commitment to safeguarding, inclusion and best practice 

Experience in cathedral, church, heritage or charity settings is welcome but not essential — we are keen to hear from candidates with transferable skills from other sectors. 

Why join us? 

You will be part of a warm, committed community, working in a unique historic setting and helping ensure Portsmouth Cathedral continues to thrive for generations to come. 

 
Benefits 

• Generous annual leave allowance of 25 days per annum (FTE) plus public holidays and 2 'given' days over Christmas. Pro rata for this part-time role. 

• Employer pension contributions of 7% plus 1% employee contribution. 

• Commitment to professional development and training 

• Cash health plan 

Portsmouth Cathedral is an Equal Opportunities Employer and a member of Inclusive Church.   

Interviews in person Tuesday 5 May 2026

Head of Fundraising (Part-Time, 3 days/week)

Hybrid – Vauxhall, London | £47,342 (pro rata)

1-year FTC | Start ASAP

Join the UK’s leading personal safety charity and play a pivotal role in protecting lives.

Suzy Lamplugh Trust is looking for a strategic and relationship-driven Head of Fundraising to lead our income generation across trusts, foundations and statutory funders. This role is perfect for someone who wants autonomy, impact, and the chance to shape sustainable growth for a mission-driven organisation.

What You’ll Do

• Develop and deliver our fundraising strategy
• Build a strong pipeline of trusts, foundations & statutory funders
• Craft compelling bids
• Lead excellent stewardship and funder relationships
• Work across teams to align opportunities and organisational needs

What We’re Looking For

• Proven fundraising success, including significant grants
• Strong writing and relationship-building skills
• Experience managing fundraising pipelines and reporting
• Highly organised, collaborative and mission-aligned

Why Join Us?

Your work directly supports victims of stalking, advances national safety initiatives, and influences policy that protects millions.

How to Apply

Please submit your CV and cover letter outlining how you meet the essential criteria.

Age UK Westminster (AUKW) is the leading charity for older people in the City of Westminster supporting the over 50s in aspects of later life including, loneliness, isolation or poverty, by delivering vital advice, befriending, group activities, digital inclusion and practical services to thousands of older people.

Join our senior management team at Age UK Westminster as the Head of Services. We seek a dynamic and innovative leader to further our progress in supporting older people.

The ideal candidate will have a proven track record in strategic planning and service development, as well as fostering partnerships with local stakeholders, including statutory bodies.

Essential qualifications include strong staff management and project development experience, knowledge of older people’s services, adeptness in external liaison and quality assurance, and excellent communication skills.

If you are passionate about making a difference and have the experience we need, we would love to hear from you.

Due to the large number of applicants, we regret we shall not be able to write personally to applicants who are not shortlisted. Therefore, if you have not heard from us, please presume that on this occasion your application has been unsuccessful.

Age UK Westminster is an equal opportunities employer. We encourage applications from all sections of the community.

As Head of Partnerships & Income Development you will own the development and delivery of the SMF’s income generation strategy so that we can raise the funds and build the partnerships we need to meet our ambitions.

Location: Birmingham, Glasgow, Liverpool, London, Manchester or Newcastle. We operate a hybrid model of work i.e. a combination of in-person and remote, with flexible days in the office depending on business need and your preferences. We would typically expect in-office attendance an average of one day per week.

Contract: Full-time, Permanent

Hours: We are looking for the right candidate and while we envisage this being a full-time role (37.5 hours per week) we are open to flexible working arrangements such as part-time, compressed hours, flexitime and job-shares. Occasional/frequent evening or weekend work may be required, for which time off in lieu (TOIL) will be given. 

Key Responsibilities:

1. Fundraising strategy and leadership

• Set and implement a robust income generation strategy to enable the SMF to achieve its strategic ambitions, setting targets, monitoring and reporting on income performance and supporting accurate forecasts and projections
• Lead a culture of excellent fundraising and relationship management across the SMF and ensure the right resources, systems and skills are in place to support all staff that hold funding relationships
• Represent the SMF externally with funders, partners and other stakeholders, seeking opportunities to increase our network and build our influence and reputation as an effective charity partner 
• Work with the Head of Finance and Operations to ensure strong processes to support income generation including income forecasts, budgets and partnership reports and records  

 2. Corporate Partnerships 

• Oversee the SMF’s portfolio of corporate partnerships including strategic partnerships and partnerships focused on enabling and enhancing our student programmes
• Manage individual high value corporate partnerships and ensure excellent stewardship of all our corporate partnerships
• Oversee the development of compelling cases for support and a robust new business pipeline for corporate partnerships 
• Oversee our corporate volunteering offer including employee volunteering with our student programmes and skilled volunteering/pro bono support

3. Business development 

• Oversee the delivery and development of the Social Mobility Employer Index  
• Oversee the design and development of other products and services for employers through which the SMF can earn income and influence workplace social mobility 

4. Trusts and foundations 

• Oversee the SMF’s relationships with trusts and foundations, building a strong long-term funding pipeline  
• Build and manage relationships with key trusts and foundations

5. Philanthropy and individual giving   

• Oversee the development of our supporter community and opportunities for individual giving and fundraising through challenge events 
• Identify opportunities to build philanthropic relationships with individual donors and supporters

6. Leadership and management 

• Manage, motivate and develop the team, setting team and individual goals and evaluating performance, coaching and motivating staff and supporting professional development and staff wellbeing 
• Lead across the organisation, fostering a collaborative and high performance culture and modelling the SMF’s leadership behaviours 
• Work with the CEO and the rest of the SMT to shape the SMF’s strategic priorities, set the annual business plan, budget and key projects, and monitor delivery and performance

Please see full job description attached for more details. 

Person Specification:

We need someone who will demonstrate our organisational skills-based competencies - as listed below: 

1.  Leadership
2.  Communication
3.  Adaptability
4.  Professionalism 
5.  Decision-making

Technical knowledge, understanding and experience required:

• Experience in managing a significant funding portfolio, stewarding and developing partnerships and ensuring effective account management
• Experience in securing funding, including scoping opportunities and prospects, setting targets and building a pipeline, and shaping proposals 
• Confident in representing the SMF externally and engaging with senior stakeholders 
• Able to motivate, develop and inspire a team and ensure that high standards of performance and behaviours are maintained 
• Ability to develop and manage budgets and forecasts, team and individual income targets and monitor income performance 
• Familiar with using a CRM as a tool for partnership and income development

See attached job description for more detail on the person specification

Ways of working:

• Most of our work is office based, but you will spend a lot of time collaborating with other teams and clients via email, telephone and other communications channels such as Teams or Zoom. 
• Some travel will be required as part of this role to other offices and locations, as needed for events, work placements and meetings. 

Benefits

• 36/37 days' annual leave (England & Wales and Scotland respectively - includes bank and public holidays), with 3 of these days reserved for the annual end of year office closure.
• Cycle to Work scheme.
• 5% Salary sacrifice pension scheme with enhanced matching employer contributions
• Employee Assistance Programme available to staff and their family
• Flexible work options such as hybrid working, flexitime, part-time
• Regular staff team building and business planning “away days”

How to Apply

If you are interested in applying for this role, please head over to our website by 23:59, Tuesday 28th April 2026 and provide the following information:

1) A recent work history, detailing:
       i.     Job title
       ii.    Employer
       iii.   Dates of employment/Period in post

2) A cover letter detailing your skills and experience, with reference to the key responsibilities and person specification for the role (750 words max.)

3) Give an example of an important funding relationship you have secured or grown, and explain how you identified the opportunity, what you did, and what were the outcomes and benefits (800 words max.)

Prospectus is excited to be partnering with our client in their search for a new Head of Service Delivery with a passion for volunteer leadership and a knowledge of digital platforms for support lines.  The organisation is the national LGBTQIA+ support line, supporting anyone, anywhere in the country. Discussing anything related to sexuality and gender identity, from sexual health to relationships, or just supporting. Our client has been equipping the LGBTQIA+ community and its allies with information and support for five decades. Through all the crises, celebrations and changing attitudes, the organisation has been a clear and unmistakable voice.

Reporting directly to the CEO, the Head of Service Delivery will be responsible for the strategic leadership, operational management, and continuous improvement of our client's volunteer-run support line. Responding to over 17,000 service user contacts in 2025, volunteers are the lifeblood of the organisation, and this important post will serve as a key point of contact, counsel, collaboration and leadership for our volunteers. With your team, you will handle day-to-day enquiries, support volunteer well-being, lead on initiatives to improve service delivery, while providing an accessible and supportive environment for volunteers. The role will also manage, support, and grow a diverse pool of volunteers representing our client's communities, overseeing the entire volunteering experience, from recruitment, training, support, engagement, and celebration. This exciting role combines service delivery leadership with responsibility for the digital infrastructure upon which services are delivered, ensuring systems are reliable, secure, scalable, and aligned with user needs.

This is a unique opportunity for someone looking to join an established charity, with an appreciation of the value of volunteers in delivering impactful support services. To apply for this role, you will have either direct or transferable experience of managing or working with volunteers or large teams, leading a helpline, contact centre, or support services. You will have demonstrable experience of recruiting, training and leading volunteer teams in a service-focused environment and will have proven experience of managing or implementing service technologies (telephony, CRM, digital channels). As the designated safeguarding lead, you will have a strong understanding of safeguarding and working with individuals. Overall, you will be a warm and approachable leader with an awareness of the challenges facing the LGBTQIA+ community, and passionate about delivering high-quality support services.

If you are interested in applying for this exciting position, please submit your CV in the first instance. Should your experience be suitable, we will send you the full job description and will arrange for a call to fully brief you on the role. You'll then have all the information you need to formally apply.

Our client is committed to being an inclusive workplace representative of the diverse communities they support and actively encourages applications from candidates with diverse backgrounds, particularly from Black, POC, transgender, non-binary identities, and disability groups, which are currently underrepresented within the organisation.

Please do let us know if we can help you with the application process in any way. We are more than happy to make any reasonable adjustments to enable all interested candidates to apply. If you have any disability and would like assistance with completing an application then please contact Victoria Savva at Prospectus.

Please note, this is a full-time (condensed working, 35 hours across 4 days) permanent position, working on a hybrid basis (2 days per week in our client's North London-based office).

Coastline Housing is partnering exclusively with Robertson Bell in the search for a Head of Finance Planning & Control.

 Coastline is a values-driven housing association committed to delivering high-quality homes and services across Cornwall. With a strong focus on financial sustainability, customer-first service, and continuous improvement, the organisation is building a data-driven and forward-thinking finance function to support its long-term corporate plan.

The Role

The Head of Finance Planning & Control is a senior leadership role within the Finance & Performance team, reporting directly to the Director of Finance. You will lead on financial planning, treasury management, and tax strategy, while ensuring robust financial controls and high-quality insight to support strategic decision-making across the organisation.

Key responsibilities include:

• Lead the Group’s financial planning function, ensuring accurate and timely business and rent plans to inform strategic decisions.
• Oversee treasury management, ensuring compliance with funding agreements and proactive management of debt, cashflow, and security.
• Support the Director of Finance in securing appropriate funding to meet organisational needs.
• Lead tax planning activities, ensuring compliance while optimising financial efficiency.
• Ensure all regulatory returns are completed accurately and on time.
• Provide financial support to development activities in partnership with the
• Development Finance function.
• Oversee purchase ledger operations and ensure robust financial systems and controls are in place.
• Drive continuous improvement of financial processes, policies, and systems.
• Partner with stakeholders across the organisation to deliver meaningful financial insight and support effective decision-making.
• Contribute to the development of a data-driven, high-performing finance team.
• Deputise for the Director of Finance and support the wider Senior Management Group as required.

Candidate Requirements

We are seeking a strategic, technically strong, and collaborative finance professional with:

• A recognised professional accountancy qualification (ACCA, CIMA, ICAEW, CPFA or equivalent).
• Proven experience in long-term financial planning and treasury management.
• Strong understanding of financial accounting principles, tax, and regulatory requirements.
• A track record of improving financial processes, systems, and controls.
• Experience managing and developing high-performing teams.
• Strong analytical and problem-solving skills, with the ability to interpret and communicate complex financial information.
• Advanced Excel and financial systems proficiency.
• The ability to build strong relationships with a wide range of stakeholders across the organisation.

Desirable:

• Experience within the housing association or public sector environment.
• Exposure to development finance activities.

Benefits

Coastline offers a competitive and attractive benefits package, including:

• Electric car scheme.
• Relocation package available for candidates moving to the area.
• Generous pension contribution of 8%.
• Flexible and hybrid working options.
• The opportunity to work in a values-driven organisation making a real impact.

Location

Based at Coastline House in Cornwall, with hybrid working 3 in the office.

This role provides vital operational and administrative support to ensure the smooth running of CALM’s fundraising activities and the delivery of exceptional supporter care. Your responsibilities will cover everything from CRM accuracy and financial processing to merchandise fulfillment, event coordination and supporter stewardship.

Responsibilities

CORE

• Contribute to CALM’s Fundraising Revenue targets, through excellent administration and compliance to fundraising practices

• Work with the Fundraising team to ensure all supporters receive excellent care from CALM as well as completing all assigned admin tasks with a high degree of accuracy.

• When required, be an active and engaged member of CALMs EDI Supergroup.

• Be a data steward for fundraising, ensuring quality data management.

• Support the fundraising team with financial data queries

Role specifics

Stewardship:

• Monitor and help deliver the multi channel supporter enquiries process, ensuring response rate is in line with CALM’s SLA and fundraisers are directed to the appropriate support.

• Proactively support fundraisers, when directed, throughout their journey, to support with the effective planning and delivery of supporter activities. 

• Support with the planning, set up and delivery of stewardship events (both CALM owned and supporter led), assisting with logistics, supporter communications and delivery as required. 

• Support the wider team in the development, optimisation, testing and ongoing maintenance of stewardship journeys, including carrying out key messaging updates to core email journeys across all Fundraising streams when needed.

• Support on the maintenance, optimisation  and creation of relevant pages on the CALM website.

• Support the fundraising and Marketing & Communications team to identify supporters we can profile and champion by regularly checking fundraising pages, social media and event registrations. 

• Support the Social Fundraising Manager with ad moderation where required

Operational and administrative support:

• Carry our regular, financial and administrative processes to a high standard with the Salesforce CRM

• Act as first point of contact for individual donors via email, phone and post, processing office donations and completing payment runs to the bank. 

• Support retention activities, including upgrade, reactivation and loyalty journeys.

• Provide administrative support for acquisition and retention campaigns

• When relevant coordinate mailing logistics (briefing agencies, checking proofs, managing print and fulfilment)

• Work with the Fundraising team to continuously update and maintain fundraising documentation, processes, templates and procedures, identifying opportunities to improve efficiency, consistency and supporter experience. 

• Support the teams with finding cost effective travel and hotels to support event delivery.

• Support the Head of Public Fundraising with month end financial reconciliation processes

• Identify and code income across various fundraising platforms.

• Preparing data and  uploading into CRM Salesforce, ensuring accuracy and quality are maintained by identifying improvements to process and working with the CRM team to deliver 

Fulfilment:

• Work with the Product team to maintain the supporter merchandise online portal, reporting on sales of merchandise and managing kit restock and reordering processes across fundraising.

• Act as the main point of contact for the relationship with our fulfilment partner, managing enquiries and escalation issues. 

• Oversee stock management, ensuring our supporter store availability reflects current stock levels and being responsible for co-ordinating timely restocking.

• Run daily checks of the supporter store to ensure order fulfilment can be carried out.

Your profile 

Competencies

Essential

• Excellent verbal and written communication skills

• A keen eye for detail

• A high level of computer literacy

• Excellent interpersonal and relationship building skills

Desirable

• Passion and flair for fundraising

• Data analysis skills

• Comfortable working in a fast-paced, creative and forever-changing environment.

Reports to: Senior Fundraising Manager

Contract: Full time, permanent

Benefits: Unlimited annual leave, Healthcare cash plan, 6% pension contribution, therapeutic services (after completion of probation), hybrid working & nine day fortnight

Based: London Waterloo twice a week (Wednesdays and Thursdays) / Remote Working (Mon, Tues & Fri), 9.30am - 5.30pm.

Salary: £30k - £33k per annum

A work environment that values creativity, personal growth and collaboration.

Applications will close on Sunday 26th April and are reviewed on a rolling basis; we encourage interested candidates to apply early.