Head of financial planning jobs

Citizens UK 

Citizens UK is the UK’s biggest, most diverse and most effective people-powered alliance. We bring communities and local organisations together to work on issues that matter; from campaigning for zebra crossings on dangerous roads, to reforming the immigration system, to the Living Wage campaign. We have a track record of winning change through hundreds of local and national campaigns. We know everyday people have the ability to shape the world around them. We believe that through developing local leaders, we can drive nationwide change and create community-led solutions to big and small problems.

Our Sponsor Refugees team fits within our ‘Migrants and Refugees’ theme of work, which combines place-based and multi-issue organising through our Migrants and Refugees Organising (MARO) team, and effective national campaigns, alongside the pioneering community sponsorship of refugees. Staff joining Sponsor Refugees are joining a thriving team that works collaboratively with the wider Migrants and Refugees theme and with a range of other Citizens UK teams.    

Our MARO team fits within our ‘Migrants and Refugees’ theme of work, which combines place-based and multi-issue organising, with effective national campaigns, and the pioneering community sponsorship of refugees through our Sponsor Refugees team. Staff joining MARO are joining a thriving team that works collaboratively with the wider Migrants and Refugees theme and with a range of other Citizens UK teams.  

Living Wage Foundation 

The Living Wage is an independent movement of businesses, organisations and people who believe that a hard day’s work deserves a fair day’s pay. The Living Wage campaign was launched by London Citizens in 2001 and aims to ensure low paid workers have enough money to get by and enough time for community and family life. 

The Living Wage is an hourly rate calculated according to the basic cost of living in the UK that employers choose to pay on a voluntary basis. The Living Wage Foundation recognises and celebrates employers that pay the real Living Wage through an accreditation programme which awards the Living Wage Employer Mark. 

The independently-calculated rates are announced during Living Wage Week each November when we celebrate our growing network of Living Wage employers. There are now more than 15,000 accredited Living Wage employers across the UK which has secured pay rises for over 475,000 employees. 

The Living Wage Foundation is part of Citizens UK – a community organising charity which works with a broad base of institutions across the political spectrum. At the Living Wage Foundation, we take a deliberately broad-based approach and accredit all organisations who pay the real Living Wage to their directly and indirectly employed staff and are committed to tackling in work poverty. As a team we work across a range of industries and sectors to achieve this mission. We seek pragmatic coalitions in order to progress specific campaigns, and partnership around a particular issue such as Living Wage, does not imply an endorsement of broader purpose and policies. 

Purpose 

At Citizens UK, our organisers and project staff work within communities to develop leaders, strengthen organisations, campaign for change and organise across difference. There are various project roles and operational, communication, finance and HR roles that support the organisation and project staff and organisers to deliver on this mission and work. This work is rewarding and can be challenging; it requires a personal commitment to inclusion, a willingness to listen and disagree respectfully, and an interest in working in an organisation where our staff, member institutions and leaders will come from a diversity of backgrounds and often hold views that may be very different from our own. More information about how we operate within this context and build trusted relationships across difference can be found on our website and is covered in induction. Onboarding and navigating this relational culture, and type of work, is supported by line managers and further training. 

The Living Wage Foundation has an exciting opportunity to join our dynamic team as an Operations and Data Officer. We are looking for a highly motivated and organised individual to help maintain, develop and continuously improve our data and systems. The role will be an integral part of the Living Wage Operations and Insight Team, providing technical support to ensure the integrity of our systems, and supporting with development projects. 

The Operations and Data Officer 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. 

Main Responsibilities 

Working as the Operations and Data Officer– LWF for Citizens UK, reporting to Senior Data & Operations Manager, LWF, your main responsibilities will include: 

Project Management 

Deliver work targets on time and to standard to support the Foundation’s data and systems: : 

•  Support the day-to-day operations and management of all systems within the Living Wage Foundation designed to enable the functioning of Living Wage accreditation schemes. 

•  Proactively seek out systems improvements to make our processes more efficient so the Living Wage Foundation continues to provide an excellent service to the Living Wage network. 

•  Provide operational support for all aspects of the accreditation and recognition systems, including identifying and fixing errors. 

• Maintain integrity of Salesforce database; identify and source incomplete information within the database; take responsibility for tidying, cleansing and backing up existing data. 

• Support maintenance of integrated systems, including syncing data to Act-On and the website. 

• Work with Operations and Data Manager to keep templates, forms and related communications materials up to date 

• Manage merchandise administration including email inbox, day to day queries, and Shopify administration. 

• Support Operations and Data Manager to manage budgets for external contracts (e.g. with developers and suppliers). 

  Learning and expertise 

• Keep up-to-date with functional good practice and technical updates to all our systems, including within the third sector. 

• Support with network data enquiries, including analysing data, creating Salesforce reports and dashboards for colleagues. 

• Work with colleagues to identify learning & development needs and support Operations and Data Manager to develop and deliver inductions, training and guidance to meet requirements. 

• Keep internal training manuals up to date to ensure the Foundation’s team can access clear and consistent information about our systems and processes. 

•  Support Operations and Data Manager to monitor the impact of internal trainings, support, resources and guidance – update and improve internal support offer as required. 

Communications 

• Create and write dashboards and reports to support the analysis of our performance. 

• Champion systems throughout the organisation and advocate for systems-based solutions. Offer ad hoc guidance to the team and help communicate any changes to systems. 

• Run systems surgeries for colleagues to answer ad hoc enquiries and support learning. 

Develop and manage external relationships 

• Communicate effectively with our external contractors (e.g. merchandise suppliers) to ensure contracts are fulfilled in a timely manner. 

• Help identify suitable new suppliers to meet organisational need. 

Develop and manage internal relationships 

• Support Operations and Data Manager to identify technical solutions to meet organisational requirements. 

• Monitor and respond to operations and data enquiries from colleagues. Work effectively with colleagues across Citizens UK, actively participate in the team and organisational wide events. 

Income and resources 

• Maintain Salesforce data integrity to support accurate and timely invoicing. Help ensure the integrity and safety of our data advising wider organisation on best practice where appropriate. 

• Support Operations and Data Manager to track expenditure for Shopify and merchandise suppliers. 

• Contribute to plans and proposals to grow sources of income or resources. 

Contribute towards Citizens UK’s strategic objectives 

• Responsibility for delivering agreed areas of the Foundation’s work plan. 

• To work collaboratively with the LWF team and across Citizens UK to ensure that we are meeting the expectations of our network and stakeholders. 

• Display self-awareness of DEI issues and good practice, considering impact on direct reports and stakeholders. 

• Understand how your role contributes to the purpose of the Foundation and the core mission of Citizens UK. 

• Implement Citizens UK’s and the Foundation policies, procedures, and values in own work and that of the team. 

Personal Specification 

(D) Desirable, (E) Essential 

Qualifications 

• Degree or equivalent professional qualification or experience (D) 

Experience 

• A minimum of 2 years proven, comprehensive experience in an operations role (E) 

• Experience of analysing business requirements and turning them into technical solutions (E) 

• Experience of providing technical support to a team (E) 

• Experience of administrating and updating Salesforce or similar databases, and using database integrations such as Zapier, QuickBooks, Form Assembly and email marketing platforms (D) 

Key skills and knowledge 

• Strong analytical skills with the ability to interpret large quantities of data to evaluate and improve performance (E) 

• Interest in and good understanding of database and systems management and integration (E) 

• Ability to take in and interpret information and communicate in a succinct manner (E) 

• Demonstrable ability to find creative solutions to complex problems and implement new systems (E) 

• High levels of numeracy with strong attention to detail (E) 

• Excellent time management skills with the ability to juggle a wide range of competing demands (E) 

• Strong IT skills to include MS Office and database software (E) 

• Sound knowledge of data protection regulations and GDPR (E) 

• Understanding of the policy and campaign landscape in the UK (D)

Personal qualities & values 

• A proactive approach to all areas of work with a ‘can do’ attitude and a flexible approach to work demands (E) 

• A strong commitment to the Living Wage campaign and the principles of Citizens UK (E) 

About the application process 

We work within diverse communities bringing people together. In line with our Inclusion value, we would love to see applications from LGBTQIA+ people, people from racialised communities, people living with disabilities and people of faith, all to better represent the communities we work in. We want our employees to have the working conditions that allows them to fully participate, be able to be their best authentic selves and thrive doing so, and we have employee networks to support staff. Even if you don’t quite meet all the required criteria still consider applying, as we invest in our employees and support them to develop the skills and knowledge required to deliver their role.

Interview date: W/C 4th August

Want to find out more about us and the role?

If you would like further information on the role, the organisation, or our commitment to addressing under-representation and the development and progression of all colleagues, we would be happy to answer any questions.

Join us for a 45-minute lunchtime webinar to learn more about working at the Living Wage Foundation/Citizens UK. Anyone can attend to find out more about the role, all enquiries welcome. In the past, candidates have found this a helpful space for understanding whether the role is right for them.

The webinar will take place on Monday 7 July from 13:00-13:45 on Zoom. Sign up here.

Bipolar is a severe mental health condition, characterised by extreme mood changes that range from manic highs to suicidal lows, affecting 2% of the UK population, and we are seeking a candidate who can work as part of our developing engagement in research, alongside our dedicated team of staff and volunteers in realising our ambition of making a far reaching and meaningful difference to the everyday lives of those impacted by Bipolar.

This role is 90% remote working. 

The Postdoctoral Research Manager will assist the Director of Research in running Bipolar UK’s Research Division:

• working with the charity and its multiple partner projects and collaborators to deliver on our current research commitments
• to develop the long-term sustainability of the Bipolar UK Research Division

This is an exciting role which will combine overseeing and managing existing and prospective research partnerships with research teams around the country and world, and taking part in the development of Bipolar UK-led research.

Current research partners include teams at UCL, Oxford, Cardiff and the GW4 Alliance, Swansea, King’s College London, Manchester, Birmingham, Newcastle, Lancaster, Liverpool, together with international organisations such as The Global Bipolar Cohort and the International Society for Bipolar Disorders. Our aim at Bipolar UK is to integrate research into the charity in a way which combines more traditional elements of facilitating lived experience involvement alongside actively contributing to and directing research. We are also striving to increase awareness of bipolar and to campaign for more bipolar-specific research, addressing the ‘bipolar gap’ within research and services.

Bipolar UK is very much a user-driven organisation. Approximately one-third of our staff, including our Director of Research, have lived experience of bipolar themselves, while many more have lived experience through family or close friends. Although lived experience is not essential for this role, we especially welcome applications from those with lived experience of bipolar and will expect anyone who takes on this role to have insight into the needs and priorities of the bipolar community, and a commitment to undertaking research which focuses on bipolar.

Bipolar UK is a warm and supportive working environment. The charity has a strong commitment to sustainable working practices and the well-being of its staff.Initially this role is for 2 years. However, research at Bipolar UK is expanding fast and it is highly likely that it will be possible to extend the role beyond this period, dependent upon new funding.

We are looking for someone who is committed to mental health and bipolar research in a way which reflects the priorities of the bipolar community both in the UK and worldwide, understands co-production with people who share lived experience and can explore diverse types of research questions and methodologies and working with a diverse range of researchers and research projects.

For full recruitment pack and how to apply please refer to the job pack attached below.

For questions before application please email research'at'bipolaruk'dot'org.

Are you an experienced ICT professional who enjoys solving problems and supporting others to work efficiently?

This is an excellent opportunity to join our team as an ICT Officer, helping to maintain our systems, support users in their use of technology, and ensure the smooth running of day-to-day technology operations across the MND Association.

As an ICT Officer, you'll be part of a supportive team delivering high-quality ICT services and support, playing a key role in ensuring staff and volunteers have the tools they need to work effectively. You'll bring solid technical knowledge and a collaborative approach, with the ability to explain technical issues clearly, work well under pressure, and provide reliable support.

Alongside day-to-day responsibilities, you will also support a range of technology projects as part of continuous improvements at the MND Association. This includes contributing to the implementation of new systems such as CRM, applicant tracking and HR systems. The role will also support future developments to enhance service desk delivery and improve the use of the Microsoft 365 platform, such as SharePoint, OneDrive, and other key systems across the organisation.

Key Responsibilities:

• Provide first and second line technical support for hardware, software and telecoms services
• Provide advice, training and documentation for staff and volunteers across the MND Association, both office and regionally based
• Support and maintain Microsoft 365 services and communication systems
• Configure and manage ADS, DNS, DHCP, Group Policy and Intune settings
• Set up and manage telephony systems, including Teams and voicemail services
• Maintain and document network cabling and infrastructure
• Prepare and configure client devices, and apply service packs and updates
• Set up and induct new users and manage access permissions for new starters and leavers
• Support equipment management for meeting rooms and shared devices
• Assist with project delivery and disaster recovery testing

About You:

• Strong understanding of networks and Windows operating systems (including ADS, DNS, DHCP, Group Policy)
• Knowledge of Microsoft 365, Windows Server, Exchange and Intune
• Experience providing IT support and training to users with varied levels of experience
• Able to manage patching, system testing and setup of Windows-based devices
• Familiar with mobile telephony and communication systems
• Skilled in Microsoft Office and working in a hybrid team environment
• Logical thinker with strong problem-solving skills and attention to detail
• Organised and able to prioritise multiple tasks effectively
• Empathetic approach to user support, with clear communication skills

About Us:

Our vision is a world free from MND. Our mission is to improve care and support for people with MND, their families and carers. We fund and promote research that leads to new understanding and treatments and brings us closer to a cure for MND. The Association also campaigns and raises awareness so the needs of people with MND, and everyone who cares for them, are recognised, and addressed by wider society.

What We Offer:

• 28 days holiday, increasing to 33 days after 5 years, plus Bank Holidays.
• Access to UK Healthcare, including dental, eyecare, health screenings, and therapies.
• 24/7 GP access via phone and video.
• Life assurance and confidential counselling helplines.
• Salary sacrifice schemes (Cycle to Work, Buy/Sell Annual Leave).
• Access to Benefit Hub for discounts on everyday shopping.
• Enhanced pension scheme.
• Opportunities for training and personal development.
• Hybrid working.

The full job description is available in the candidate pack.

We are committed to equality, diversity, and inclusivity. We work to remove barriers for everyone affected by MND, employees, volunteers, and stakeholders.

As part of the Disability Confident Scheme, we guarantee interviews for disabled applicants who meet the role's requirements.

Hybrid Working and Flexibility: This role offers hybrid working, with the expectation to attend the office a minimum of 2 days per week. With flexibility to attend the office more regularly in line with business requirements.

This is a hybrid role based in Northampton, with occasional travel to our London office.

We are open to part-time applications or job shares - please indicate your preferred working arrangement in your application.

How to apply:

Please submit a CV and supporting statement. Your supporting statement should be no longer than one side of A4 and demonstrate how you meet the following areas of the role.

• Working knowledge of computer networks and experience supporting, maintaining and configuring MS Exchange, Microsoft 365 apps and Windows Server operating systems.
• Strong customer service skills with experience of delivering support, advice and training to end users with varied IT literacy. Including the ability to relate problems and solutions in a non-technical way.
• Ability to manage and prioritise tasks, think logically and demonstrate problem solving skills.

Important Information:

• We may close applications early if we receive a high volume, so early submissions are encouraged.
• If you require sponsorship for this role, please clearly indicate this in your application.
• Depending on the role, a DBS check may be required.
• If you need reasonable adjustments during the application or interview process, please contact us for support.
• We are happy to consider alternative application formats for those who find the online form challenging.

If you're ready to take the next step in your ICT career and want to make a meaningful contribution, we'd love to hear from you.

Are you ready to take the next step in your career, supporting a vital service that makes a real difference every day?

The Support Fund Team Leader plays a vital role in the smooth and effective running of our Support Fund Team at the MND Association. This is a key position, responsible for assisting the Support Fund Manager, co-ordinating daily tasks for the team, and helping to deliver a high-quality service to people living with and affected by MND. It calls for strong leadership, a thoughtful and supportive approach, and confidence working with people, data, and processes in a busy and rewarding environment.

The MND Association has provided over £1.5 million in support so far this year to around 2,000 people with MND. Demand is increasing, this role will be crucial in helping achieve further impact!

Key Responsibilities:

• Co-ordinate the rota and operational duties of the Support Fund Team
• Provide the team with support and supervision on a day-to-day basis
• Deliver training to new staff and provide mentoring to existing team members
• Act as the first point of contact for complex queries and support cases
• Oversee the processing of support grant applications in line with organisational policies
• Ensure accurate, up-to-date records are maintained and administrative procedures followed
• Support the team to make best use of our CRM system and improve internal processes
• Collaborate with the Partnerships Team to build relationships with other charities and support agencies to identify opportunities for joint working to help drive innovation
• Monitor service delivery standards and take action to improve quality where needed
• Promote safety and wellbeing, addressing risks and safeguarding concerns as required
• Maintain confidentiality in line with data protection policy and organisational values

About You:

• Skilled at leading and motivating teams, with experience as a team leader
• Able to build effective relationships and communicate with sensitivity and tact
• Comfortable working in a fast-paced setting and meeting tight deadlines
• Experienced in using case management systems and working with data
• Confident in interpreting and presenting statistical information clearly
• Knowledgeable about safeguarding and data protection processes and how to apply them

About Us:

Our vision is a world free from MND. Our mission is to improve care and support for people with MND, their families and carers. We fund and promote research that leads to new understanding and treatments and brings us closer to a cure for MND. The Association also campaigns and raises awareness so the needs of people with MND, and everyone who cares for them, are recognised, and addressed by wider society.

What We Offer:
 

• 28 days holiday, increasing to 33 days after 5 years, plus Bank Holidays.
• Access to UK Healthcare, including dental, eyecare, health screenings, and therapies.
• 24/7 GP access via phone and video.
• Life assurance and confidential counselling helplines.
• Salary sacrifice schemes (Cycle to Work, Buy/Sell Annual Leave).
• Access to Benefit Hub for discounts on everyday shopping.
• Enhanced pension scheme.
• Opportunities for training and personal development.
• Hybrid working.

The full job description is available in the candidate pack.

We are committed to equality, diversity, and inclusivity. We work to remove barriers for everyone affected by MND, employees, volunteers, and stakeholders.

As part of the Disability Confident Scheme, we guarantee interviews for disabled applicants who meet the role's requirements.

Hybrid Working and Flexibility: This role offers hybrid working, with the expectation to attend the office a minimum of 2 days per week, with the requirement to attend 3 days per week during the initial induction and training period, with flexibility to attend more regularly in line with business needs. We are open to part-time applications or job shares – please indicate your preferred working arrangement in your application.

How to apply:

Please submit a CV and supporting statement. Your supporting statement should be no longer than one side of A4 and demonstrate how you meet the following areas of the role.

• Excellent team leader and people supervision skills with the ability to motivate staff
• Good relationship building skills and the ability to be tactful, diplomatic and sensitive to the needs of others
• Ability to respond quickly and effectively to changing needs, service requirements and to meet tight deadlines

Important Information:

• We may close applications early if we receive a high volume, so early submissions are encouraged.
• If you require sponsorship for this role, please clearly indicate this in your application.
• Depending on the role, a DBS check may be required.
• If you need reasonable adjustments during the application or interview process, please contact us for support.
• We are happy to consider alternative application formats for those who find the online form challenging.

Are you an organised and detail-focused individual looking to make a difference through your work?

Join our dedicated team in Northampton in a role that helps keep vital services running smoothly.

As an Administrator, you will support the Services and Partnerships team by carrying out a wide range of essential administrative tasks. Your work will play a key part in the efficient operation of our National Support Services, helping colleagues deliver timely and accurate support across the organisation. This is a great opportunity if you have strong organisational skills and experience working in a modern, digital environment.

Key Responsibilities:

• Fulfil information and literature requests within agreed timeframes
• Manage stock of information resources at both internal and external sites
• Create and update records using our CRM system, including updating and producing reports
• Send introductory letters and General Data Protection Regulation (GDPR) forms for new referrals
• Update CRM records, including condolence correspondence
• Create and send memory, treasure, and teenage boxes
• Create purchase orders and liaise with suppliers for timely dispatch and payment
• Process feedback forms for the National Support Services team
• Maintain and update SharePoint with relevant information
• Handle all tasks in line with organisational values, policies on data protection and confidentiality

About You:

• Experience using online case management systems
• Understanding of data protection and safeguarding practices
• Ability to manage your own workload and prioritise effectively
• High level of accuracy and attention to detail
• Able to meet tight deadlines under pressure
• Confident using Microsoft Office, especially Outlook and Excel
• Strong communication skills when working with colleagues and external contacts
• Committed to maintaining confidentiality and respectful work practices

About Us:

Our vision is a world free from MND. Our mission is to improve care and support for people with MND, their families and carers. We fund and promote research that leads to new understanding and treatments and brings us closer to a cure for MND. The Association also campaigns and raises awareness so the needs of people with MND, and everyone who cares for them, are recognised, and addressed by wider society.

What We Offer:

• 28 days holiday, increasing to 33 days after 5 years, plus Bank Holidays.
• Access to UK Healthcare, including dental, eyecare, health screenings, and therapies.
• 24/7 GP access via phone and video.
• Life assurance and confidential counselling helplines.
• Salary sacrifice schemes (Cycle to Work, Buy/Sell Annual Leave).
• Access to Benefit Hub for discounts on everyday shopping.
• Enhanced pension scheme.
• Opportunities for training and personal development.
• Hybrid working.

The full job description is available in the candidate pack.

We are committed to equality, diversity, and inclusivity. We work to remove barriers for everyone affected by MND, employees, volunteers, and stakeholders.

As part of the Disability Confident Scheme, we guarantee interviews for disabled applicants who meet the role's requirements.

Hybrid Working and Flexibility: This role offers hybrid working, with the expectation to attend the office 4 days per week. For the initial 6 - 8 week training period, 5 days per week office attendance is required. We are open to part-time applications or job shares - please indicate your preferred working arrangement in your application.

How to apply:

Please submit a CV and supporting statement. Your supporting statement should be no longer than one side of A4 and demonstrate how you meet the following areas of the role.

• Experience of operating in a modern digital workplace with experience of online case management systems and an understanding of the importance of data quality and data protection
• Experience in delivering excellent customer service to both internal and external customers
• Ability to organise, manage and prioritise own workloads

Important Information:

• We may close applications early if we receive a high volume, so early submissions are encouraged.
• If you require sponsorship for this role, please clearly indicate this in your application.
• Depending on the role, a DBS check may be required.
• If you need reasonable adjustments during the application or interview process, please contact us for support.
• We are happy to consider alternative application formats for those who find the online form challenging.

This is a fantastic opportunity for someone looking to contribute meaningfully to a values-led organisation. If you are ready to bring your skills and experience to the Administrator role, we'd love to hear from you.