Head of financial planning jobs

About the role:

This is an opportunity to bring your big ideas and ambition to life, taking our Individual Giving and Legacy Marketing to the next level. Identified in our newly launched fundraising strategy as growth areas, this role will build on the successes of the past and push the boundaries of what’s possible – with full support from the fundraising and leadership teams.

You will develop exciting plans to improve communication and create new products for our audiences – all driven by what our supporters want. Alongside this, you will lead on developing an acquisition programme, tripling the number of active supporters over five years. If you have experience of delivering audience and income growth across Individual Giving and Legacy Marketing, have a passion for trying new things and a curious attitude, we’d love to hear from you!

Back Up could offer you an inspiring and fulfilling role making a significant difference to the lives of people affected by spinal cord injuries.

Together we’ll be working hard to make sure everyone affected by spinal cord injury has access to the support they deserve; and we are the only spinal cord injury charity in the UK providing specific services to children and young people.

For full details please see our job description.

About us:

At Back Up, we have big ambitions. Over the next few years, we’re going to be transforming the lives of even more people affected by spinal cord injury.

Inclusion is at the heart of everything we do. Please read our Equality, Diversity and Inclusion Policy Statement. We are committed to creating an inclusive working environment where all our employees are encouraged to reach their full potential, and individual differences are valued and respected. We particularly welcome applications from those from black, Asian or ethnic minority backgrounds or those with higher level spinal cord injuries.

In 2024 Back Up won The Times and The Sunday Times Spotlight Award for Best place to work for disabled employees. As well as this, Back Up has been voted one of the top ten charities to work for (Third Sector Best Charities 2020). The enthusiastic, inclusive and supportive spirit of our very skilled staff ensure excellence in the services we deliver.

We are currently seeking a Content Marketing Specialist to join our Brand Team. This role is responsible for the delivery of content production through creative development, planning, production, evaluation and measurement of Battersea's content to achieve Brand, Marketing and organisational objectives.

We are looking for someone to:

• Support the Content Manager by implementing our content approach in day-to-day operations – managing production workflows, maintaining quality standards, and reporting on content performance and effectiveness.
• Oversee production processes across the team to support delivery against our content framework and business as usual briefs.
• Support the team in prioritisation and production of content that is strategically aligned and audience focused.
• Support collaboration and ways of working

What we can offer you:

In return for your commitment to our cause and to recognise the value of our employees, Battersea offers a range of benefits to support the wellbeing of our employees. These include:

• 28 days of annual leave (plus 8 days paid public holidays) per year
• Discounted gym memberships and cycle to work schemes
• Employee Assistance Programme and access to Wellbeing Resources
• Generous pension contributions – up to 10% employer contribution
• Free healthcare cash plan, where you can claim for a range of treatment including dental, optical, physiotherapy, chiropody and acupuncture every year
• Annual interest-free season ticket loans

We are also committed to providing learning and development to our employees. During your time with us, we provide support for your professional and career development, including access to digital and in-person training programmes, leadership and management training, mentoring and much more.

Our hybrid working model:

We operate a 50% onsite hybrid working model, with our office-based staff splitting their time between site based and home working. This enables our office-based staff to balance the benefits of home working with onsite collaboration and maintaining a connection to our cause.

Diversity and inclusion:

We are committed to providing a welcoming and inclusive experience for all staff, volunteers and trustees and those hoping to join us. We operate an anonymised shortlisting process and actively seek to ensure our process is fair and equitable for all.

We understand the value of diverse voices, perspectives, and experiences to help us deliver even more for our dogs and cats, and we welcome applicants from all sections of the community.

As a Disability Confident Committed Employer we will ask about any adjustments you may need at application and/or interview stage, and if you are offered a role with us, we’ll talk to you about any workplace adjustments you may need to help you perform at your best.

More about us:

At Battersea, we aim to never turn away a dog or cat in need of help. We give each one lots of love, expert care and get to know their characters and quirks so we can find them a new home that’s just right for them. Join us and help us be here for every dog and cat, wherever they are, for as long as they need us.

Closing date: 12th May 2025

Interview date(s): First Stage Interviews 22nd May 2025; Second Stage Interview 29th May 2025

All applications must be submitted before the closing date advertised. We reserve the right to close the vacancy early if a high volume of applications is received.

The Snowdrop Project is the first organisation in the UK to provide long-term, community based support to survivors of modern slavery and exploitation. We aim to empower survivors of modern slavery and exploitation to recover from their experiences and thrive. We aim to reduce the risk of re-exploitation, to create and implement models of best practice and to share this knowledge with other agencies and individuals nationally and beyond.

Each year, our casework team engages with over 150 individuals and their dependents to provide trauma-informed advocacy, advice and support towards independence. The Casework Manager leads our team of specialist caseworkers to deliver this programme, carry a small caseload, collaborate with our wider operational team to develop opportunities, influence national policy and improve access to support for survivors in South Yorkshire and beyond. 

Position: Casework Manager

Salary: £32,000 per annum, pro rata, pension paid at 4% contribution

Benefits:

• Monthly independent therapeutic supervision,
• Cycle to Work Scheme,
• Holiday Sacrifice Scheme,
• Employee Life Insurance and ancillary benefits,

Holidays: 6.6 weeks (pro-rata, including bank holidays) + your birthday off!

Contract Type: Permanent

Hours: 30 hours p/w (.8 FTE)

Working Pattern: takes place between Monday-Friday 9-5 ; In-person.

Location: Snowdrop Project Offices, Castle Green, 7 Castle Street, Sheffield, S3 8LT

Reporting to: Head of Operations

Collaborating with: Counselling Manager; Community Development Manager; Policy, Training and Research Lead

Direct reports: Casework Team: Senior Caseworkers, Reach-In Workers 

You'll be responsible for: 

• Developing the casework service delivery, empowering your team, creatively approaching problems and finding creative solutions to barriers
• Working in collaboration with the wider Operational Team to deliver whole-person centred and best practice approach with Counselling and Community managers. 
• Assessing referrals and delivering support to survivors with complex needs
• Contributing to our policy, training and research programme to improve lives beyond South Yorkshire

Please see the Job Description document for full details and the Person Specification 

How to apply: Click the CharityJob Apply button below. You’ll be asked to submit a CV and answer a few short screening questions about your relevant skills and motivation. CVs will be screened and candidates will then be asked to complete a short application form and personal statement detailing how they meet the requirements on the person specification. 

Applications close on Wednesday, 21st May, 2025 and interviews will take place on Friday, 30th May 2025. 

Please note- we will not be working with recruiters for this post. 

The Grants and Project Development Manager, plays a vital role in helping us deliver both our essential core work and our most exciting, forward-thinking projects. Reporting to the Head of Fundraising and managing the Trusts Officer, the Grants and Project Development Manager sits at the heart of our income generation strategy—securing high-value grants.

This exciting and creative role will lead on the development, writing and coordination of compelling funding bids, whilst working closely with teams across the organisation to shape projects that are fundable, impactful, and aligned with our strategic goals.

Grants and Project Development Manager
Salary: (Banding Level 3) £34,000 - £39,000
Contract type: Permanent
Working hours: Full time (the Trust will consider 4 days)
Location: Taunton, Somerset (Hybrid working available)

As Grants and Project Development Manager, you’ll play a vital role in helping us deliver both our essential core work and our most exciting, forward-thinking projects. Reporting to the Head of Fundraising and leading our Trusts Officer, this role sits at the heart of our income generation strategy—securing high-value grants (typically £25,000+) from statutory bodies, Lottery funds, and major Trusts and Foundations.

You’ll lead on the development, writing and coordination of compelling funding bids, working closely with teams across the organisation to shape projects that are fundable, impactful, and aligned with our strategic goals. From identifying new opportunities to building strong relationships with key funders, you’ll be instrumental in helping us grow our income and increase our impact for nature.

This is a role that offers both creativity and structure, relationship-building and strategic thinking—perfect for someone who thrives on making things happen and wants their work to really matter. This is a hybrid role with the need to be based in our Taunton Office on a regular basis. It offers the chance to help shape a wilder, healthier Somerset for future generations.

Job Description – Key Responsibilities and Tasks

Responsibility 1: Income generation

1. Achieve an agreed annual high value grant income target to support the Trust’s strategy and business plan.
2. Write and co-ordinate high-quality high value grant applications ensuring deadlines are met and all internal contributors are clear as to their role.
3. Work with the fundraising team leads and head of fundraising to strategically plan funding needs for approved projects.
4. Ensure that match funding needs resulting from grant applications are identified, communicated early and integrated into wider fundraising planning.
5. Ensure all applications (whether successful or not) are recorded on the Trust database.
6. Use grant applications to support BAU income generation where appropriate/possible.
7. Line manage the Grants Officer.

Responsibility 2: Project Development

1. Support cross organisational bids and project development, working with colleagues and partners to develop new project concepts and support the writing of applications and reports.
2. Develop detailed and accurate budgets for projects and funding applications, and which support contributions of Core funding and aligning with the Trust’s financial processes and reporting.
3. Work with the Head of Fundraising to assess and write updates on project funding milestones and income pipelines for the Programme Management board (PMB)
4. Maintain an up-to-date overview of project funding (current and planned) and track funding opportunities and match with the Trust’s project priorities.
5. Work with fundraising managers within the team to create strategic, cross income stream, funding plans to help support organisational projects.

Responsibility 3: Develop Relationships with Grant Giving Bodies

1. Research and identify new grant giving bodies that could help support projects and core work .
2. Develop and maintain excellent relationships with potential and existing major funders to deepen their involvement with and support for the Trust, in co-ordination with the Grants Officer.
3. Keep abreast of grant fundraising trends in the UK conservation and fundraising sector and follow new funding developments such as innovative finance mechanisms that can be applied to the Trust’s work, including through networking and researching funding opportunities.

We offer fantastic benefits of working for the Somerset Wildlife Trust including:

• 7% employer pension contribution
• Life insurance
• Flexible and agile working
• Wellbeing support – Employee Assistance Program
• Diversity networks through RSWT/TWT
• Paid volunteer days
• Continuous Professional Development opportunities
• 33 days of holiday (25 + bank holidays)
• Staff social calendar and events

The opportunity to make a real and positive difference to nature, communities, and the climate

Closing date: Sunday 11 May 2025

Interested?

If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position.

Somerset Wildlife Trust have an Equality, Diversity and Inclusion Plan and are committed to continuing to improve the equality, diversity and inclusion of every aspect of our work; we know we need to engage with everyone to live our values and achieve our goals. We welcome applications from everyone and are happy to discuss any accommodations or arrangements that would make the recruitment process better for you, and the working environment should you be employed.

No agencies please.

We are looking for an exceptional Grants Commissioning Manager (Scotland), with a focus on Faslane. This is a senior management role working as part of the Grants team within the RNRMC at a time when the Charity’s strategy has a real focus on beneficiary need and impact, managing RNRMC commissioned grants in Scotland, ensuring that the funds are awarded in accordance with the Charities Values and Outcomes Framework.    

The role will work strategically with The Director of Relationships and Funding to support and deliver the charities funding plans for Scotland and support the Head of Commissioned Grants with all elements of the commissioning cycle including understanding need, designing projects, performance management of delivery and reporting of impact.  Working with internal and external stakeholders, the role will involve the oversight and good governance of grants programmes to ensure quality, evidenced outputs, and value for money of projects.      

In addition, you will lead and manage the Grants Administrator (Scotland, taking responsibility for actively and proactively supporting them to achieve in their post.   

About the RNRMC 

RNRMC is the Navy’s principal charity which exists to support every sailor, marine and their families, for life. We do this by offering grants to and working with, other organisations to deliver programmes that meet the needs of our beneficiaries. We work hard, engaging with supporters to help raise awareness and funds to deliver the outcomes required for today and tomorrow.  

Experience and Background 

You will have previous skills and experience in working with a wide range of stakeholders across the statutory and third sector and possess the ability to inspire confidence, provide credible leadership, build and maintain relationships plus motivate and drive towards delivery of change at pace.  In addition, you will have excellent interpersonal skills, be diplomatic and approachable with a strong ability to communicate verbally and in writing.     

You will be a confident manager able to adapt to a changing environment with strong problem-solving skills and excellent judgement alongside a meticulous, accurate and disciplined approach to work. You will also possess good organisational skills and be able to prioritise a varied and busy workload and deliver to deadlines.  You will be self-motivated and enthusiastic, be able to think strategically to resolve problems and make recommendations and present options for approval.  

Please see the job description for full details on the duties and responsibilities. 

Benefits 

30 days holiday plus Bank Holidays 

Hybrid working – 60% in office and 40% home working 

Employee Assistance Programme to give you confidential support 24 hours a day 

Life Assurance (after one year’s qualifying service)  

Private Healthcare Scheme (after one year’s qualifying period)  

A generous non-contributory Pension Scheme (7% contribution after 3 months qualifying period)  

Enhanced Maternity Leave Package (after 2 year’s qualifying period) 

Hours of Work 

Hours of work are 35 hours per week, 09:00 – 17:00 Monday to Friday. 

We have a friendly, supportive, and inclusive environment with a hybrid working approach of 60% in office and 40% home-working. 

Salary  

The salary range for the post is between £ 43,500 to £ 51,100 per annum, according to skills and experience. 

Pre-appointment Checks 

The successful candidate will be asked to provide evidence they are eligible to work in the UK and undergo a Disclosure Check and additional security checks as required. 

We have an exciting opportunity for a Personal Assistant to join our Private Office team and support our Director General on a 6 month Fixed Term Contract.

As Personal Assistant (PA) to the Director General, you’ll be responsible for delivering first-class executive support, managing a complex schedule, coordinating high-level meetings and ensuring the smooth day-to-day running of the Director General’s office within the Private Office team.

You will manage significant internal and external relationships and work closely with our Head of Private Office, Chief of Staff, Governance team and other PAs across RBL to provide coordinated and consistent support. This role will truly see you at the heart of the action, helping to drive success through your exceptional organisational skills and proactive support.

Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.

Reporting to our Head of Private Office, key responsibilities will include:

- Proactively manage the diary of the Director General - all appointments, meetings, and events are scheduled efficiently and in a timely manner
- Draft, review, and manage correspondence on behalf of the Director General, ensuring a high standard of professionalism and accuracy
- Take minutes at relevant meetings, capturing key action points and following up on actions
- Arrange travel and accommodation for the Director General as required, ensuring the details are thoroughly planned and confirmed in advance
- Undertake research tasks for the Director General, gathering detailed information, presenting supporting facts, figures, and recommendations for implementation

You will bring extensive experience supporting to senior management level and have outstanding communication skills, able to confidently communicate and engage with a range of stakeholders. Your ability to work at pace while supporting senior leaders will be second to none and you will have highly effective planning and organisational skills. Most importantly you will have a passion for your work and will be eager to utilise that to support the work of RBL. 

You will be contracted to our London, Haig House Hub with a minimum expectation of two days per week working in person at the Hub and flexibility for working remotely/at home when not on site.

Employee benefits include –

- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Generous pension contributions, with Employer contributions ranging from 6% to 14%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!

For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert.

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.

Interview Dates: Friday 9th May 2025          

We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role. Interested candidates are encouraged to apply as soon as possible.

The Volunteer Engagement Manager will manage a range of volunteers and support groups, and support staff across the charity to ensure volunteers are recruited, trained and managed effectively

About us:

Muscular Dystrophy UK is the charity bringing individuals, families and professionals together to fight muscle-wasting conditions. We bring together more than 60 rare and very rare progressive muscle-weakening and wasting conditions, affecting around 110,000 children and adults in the UK. 

We share expert advice and support to live well now; fund groundbreaking research to understand the different conditions better and lead us to new treatments; work with the NHS towards universal access to specialist health; and together, campaign for people’s rights, better understanding, accessibility, and access to treatments.

Benefits:

We appreciate the range of skills and experience our staff have to offer. In return for your enthusiasm and commitment we commit to actively developing and supporting you. We also offer a range of benefits including pension, life assurance, cycle scheme, health cash plan, financial wellbeing and an employee assistance programme.

Please download the job description to see full role responsibilities.

Location: We operate a hybrid model (home and office, London SE1). 

Closing date: 15 May 2025

Operational Leadership:

• Provide strategic leadership to the Senior Management Team's and it’s operational functions, ensuring efficient and high-quality service delivery.
• Develop and implement operational policies, procedures, and best practices to enhance productivity and ensure compliance.
• Continuously streamline processes and workflows to improve operational performance.
• Deputise for the CEO when required, representing the organisation at events, meetings, and in day-to-day operations.

Strategic Planning and Execution:

• Collaborate with the CEO and support, manage and develop the senior management to shape and execute the charity’s strategic plan.
• Translate strategic objectives into actionable initiatives, ensuring effective implementation and tracking progress.
• Identify opportunities for growth, cost optimisation, and improved service delivery.

Board of Trustees Liaison:

• Provide regular reports to the Board of Trustees on operational performance, strategic initiatives, and financial matters.
• Work closely with the CEO to ensure transparency, accountability, and alignment with the Board's expectations.
• Attend Board meetings and provide insights on operational challenges, opportunities, and key achievements.

Financial Management:

• Oversee budgeting, forecasting, and financial planning, ensuring the efficient use of resources.
• Monitor financial performance, identifying areas for improvement and taking corrective actions as necessary.
• Drive cost-efficiency initiatives while maintaining a focus on quality and service outcomes.

People Management and Development:

• Line manage and develop the SMT (nine managers)
• Lead, mentor, and develop a high-performing team, fostering a culture of accountability, collaboration, and continuous improvement.
• Establish performance goals and metrics for staff, offering regular feedback and development support.
• Promote an inclusive, diverse work environment that values employee engagement and professional growth.
• Oversee recruitment, onboarding, performance management, and retention strategies.

Risk Management and Compliance:

• Develop and implement strategies to identify, assess, and mitigate operational risks.
• Ensure compliance with relevant laws, regulations, and industry standards, maintaining the highest ethical standards.
• Implement internal controls and governance practices to safeguard the charity’s reputation and assets.

The role

We are looking for a dynamic and experienced Senior Programmes Manager to lead the planning, execution, and evaluation of our international programs. This pivotal role requires a strategic thinker with extensive programme management experience and a deep commitment to our mission.

The Senior Programmes Manager will be responsible for ensuring that our programmes are effectively designed and delivered, meet the needs of the communities and animals we serve, and align with our organizational strategy and donor expectations. 

Positioned within the Global Programmes Department the role will involve close collaboration across teams in both the Global Support Office and our implementing partners.

Responsibilities include: programme management, strategic planning & stakeholder engagement, budget management, monitoring & evaluation, cross-team collaboration. 

Contract, location and salary

This is a full-time (34.5 hours per week), permanent role. This is a remote position with regular attendance required at SPANA's London office. Benefits include a generous company pension scheme, health care cash plan and life insurance. The salary is c.£45k per annum subject to skills and experience. 

Further details and how to apply

Please review the job description for full details including a person specification. The deadline for applications is 23:59 BST on Sunday 11 May 2025.

This is a remarkable opportunity to make a tangible impact. Leading and inspiring a small team,
you will collaborate closely with the Head of Fundraising to create and execute innovative
fundraising strategies, while expanding key income streams, including regular giving, appeals, the
charity's weekly lottery, and gifts in wills.
The ideal candidate will possess:
 A proven track record of success in individual giving fundraising, encompassing some or all
of the following - legacies, regular giving, lottery schemes, and in memoriam donations.
 Management abilities, fostering a collaborative and positive working environment.
 Strong communication and interpersonal skills, with a focus on kindness and
responsiveness in all interactions.
 Creativity and a strategic mindset, with the ability to develop and implement successful
fundraising campaigns tailored to diverse audiences via newsletters, social media, website,
and supporter collateral.
 Confidence in handling financial data, with strong numerical acumen and the ability to
analyse and report on complex information.
 A solid understanding of individual giving fundraising legislation, regulatory codes of
practice, and other relevant laws and guidelines.
 Proficiency in Raiser's Edge database, with demonstrable experience in data extraction and analysis

About Us:

Girl Guiding and Girl Scouting is the world’s only movement for every girl and any girl because we believe that each of them deserves to be the best they can be. Girl Guides and Girl Scouts learn by doing, make friends and have fun. In brave, local spaces, girls develop the skills and attitudes to change themselves, their communities and our world. The World Association of Girl Guides and Girl Scouts supports 153 national Girl Guide and Girl Scout organisations around the world to be united, thriving and growing.

Job Purpose:

The part-time Fundraising Manager, Major Gifts will play a critical role in advancing the mission of WAGGGS by managing and cultivating relationships with existing and prospective major donors. This position focuses on relationship cultivation and stewardship with the aim of increasing donor engagement and funds raised. The ideal candidate will be a donor-focused, enthusiastic, and results-driven professional with a passion for empowering girls and young women globally.

About You:

You will have experience managing and cultivating relationships with existing and prospective major donors. You will be focused on increasing donor engagement and funds raised. You will be a donor-focused, enthusiastic, and results-driven professional with a passion for empowering girls and young women globally.

Key Responsibilities:

1. New Donor Cultivation

2. Existing Donor Relationship Management

3. Stewardship and Reporting

4. Collaboration and Communication

5. Data Management

Applicants must have right to live and work in the UK and a minimum of 2 years experience working with High Net Worth Individuals.

Please note that applications without CV and Cover letter will not be considered for this role. A 2 page cover letter explaining your experience working with High Net Worth Individuals is mandatory.

Please refer to the attached Job Description for a detailed information about the role.

Overall Purpose

To work and lead on setting clear standards for high quality gathering, recording, monitoring and use of data collected via our grant’s programmes and initiative, accessing this data to inform donor grant reports, infographic data sharing, donor reports and network reporting in an accurate and transparent way. Reporting to the Head of Impact you will be technically proficient in monitoring data use of the CRM systems. You will also work directly with the Senior Leadership team on initiatives requiring evidence of impact and return on investment. The Data Officer will work closely with colleagues across the Foundation contributing to the delivery of the Foundation’s Strategic Plan, vision, and values.

Responsibilities

To lead on the accurate recording, management, and accessibility of data gathered through the Foundations programmes and initiatives via our Salesforce CRM system and future platforms, including potential Social Value and Social Return on Investment models.

Support the grants team in recording and maintaining accurate data, ensuring records are complete, up-to-date, and compliant. Conduct routine system checks and regular data cleansing as required.

Support monitoring received from grantees, helping extract key data and learning, checked by Head of Impact.

Provide support to Head of Impact with Salesforce CRM training to internal teams to enhance data usage and impact measurement.

Performance Management

Collect, analyse, and present relevant data on a quarterly basis to support donor reporting.

Produce data driven reports aligned with the Donor Care Plan, ensuring accuracy in evaluation, impact measurement, and End of Grant reporting (quality checked by Head of Impact).

Develop and submit annual data reports for platforms such as 360 Giving, FREA (Funders for Race Equalities Alliance), IVAR and other partnership platforms aligned to BLCF work including UK Community Foundation Quality Assurance.

Provide insights and key learnings that demonstrate the effectiveness of grantmaking, inform strategic decisions, and highlight return on investment.
 

Relationship Management

Regularly connect and engage with wider Community Foundation network to ensure BLCF’s data systems remain fit for purpose and aligned with sector best practices.

Participate in cross-foundation learning initiatives to stay updated on trends in data-driven grantmaking and impact measurement.

Work with the Head of Business Development to provide insights from donor trends and grant impact data, supporting fundraising and partnership strategies.

Representing the Organisation

Maintain a strong understanding of community and charity sector issues to inform BLCF’s data strategy and grantmaking approach. Ensure relevant insights are shared across the team.

Develop and maintain an appropriate network of contacts within the grantmaking sector across BLCF’s geographic reach.

Serve as a BLCF ambassador, promoting the Foundations values and impact through data storytelling and sector engagement.

Be an ambassador for the work of the Foundation by demonstrating its values in the delivery of its work.

Skills, Knowledge and Experience

Essential:

• Some demonstrable experience in managing data systems and CRMs to ensure accurate data is recorded and record maintain for reporting purposes.
• Some understanding of the wider voluntary and charity sector.
• Excellent personnel skills and able to work effectively within a small team providing support across a width of areas.
• A self-starter, able to act on own initiative and to organise, plan and prioritise own workload to meet deadlines.
• Ability to work effectively under pressure and to demonstrate a professional approach in a range situation.
• Fully computer literate including Word, Excel, Power Point and use of databases, CRM and SROI models or similar.
• Able to demonstrate how diversity, equality and inclusion (DEI) can be made integral to their work and service delivery.
• Committed to customer care and the provision of high-quality services
• Detail-oriented
• Punctual.
• Committed to learning and development.
• Ambitious, energetic and with an outward focus.
• Highly motivated, with an enthusiasm and determination to build the resources available and needed to support community needs across Bedfordshire.
• Creative and flexible in outlook.
• Strong commitment to the values of the Community Foundation.

Desirable:

• Some prior experience of grant-making or similar work.

• Track record of analysing and presenting data to inform decision-making and improve processes.

• Some previous experience of developing reports and insights for funders, donors, or key stakeholders.

• Research and data analysis; ability to process information accurately and write succinct reports. 

• People with lived experience / professional experience of support for minoritised communities are particularly encouraged to apply. 

• Understanding of need in the Bedfordshire County.

• Familiarity with legal and financial requirements for charities, community groups and social enterprises.

• Statutory sector experience such as; commissioning / procurement, police, health, etc.

• Proficient in use of Salesforce or similar CRM. 

• Some knowledge and understanding of equality issues and legislation relating to the charity sector. 

• Current driving licence and access to a vehicle.

ARMA (UK) is the professional association for research management in the UK. We represent research leaders, managers and administrators, offering professional development and opportunities to build networks, knowledge and skills.

We are looking for a Conference and Major Events Manager to lead on the delivery of our successful annual conference and other major events.

The role includes, but is not limited to, project management, budgeting and financial management, marketing and promotion, sponsorship and exhibition sales/ coordination, venue selection and contracting, supplier management, speaker liaison, abstract management and delegate administration.

This role will work closely with our Head of Membership Engagement, the chair of Conference and Conference Working Group to deliver an excellent programme and outstanding delegate experience. The role holder is also responsible for managing the relationship with our appointed Professional Conference Organiser (PCO).

For full details about this role, our work and the skills required please refer to our role profile.

Join us as a Retrofit Advisor and help shape the future of self-funded home energy improvements in the West of England.

We’re expanding our well-established retrofit advice service and are looking for someone passionate about supporting homeowners to act. You’ll play a key role in developing our new home visit service and, over time, contribute to delivering our in-house HEEP retrofit assessment service.

Operating in the West of England Combined Authority region, we specialise in guiding homeowners through the self-funded retrofit journey – from initial advice and home visits through to the installation of energy-saving measures. You’ll provide trusted, impartial guidance to help homeowners make informed decisions about improving the comfort, energy efficiency, and sustainability of their homes.

As part of this role, you’ll also be involved in shaping the launch of our upcoming landlord services, helping private landlords understand their retrofit responsibilities and supporting them with tailored advice and practical steps to upgrade their properties. In addition, you will help support tenants.

Key responsibilities will include:

• Providing independent, tailored, and high-quality advice to homeowners on retrofit and energy efficiency measures

• Conducting remote and in-person home energy advice visits

• Working with householders to identify suitable improvements and helping them plan next steps

• Collaborating with our wider retrofit team to ensure a joined-up experience for clients

• Supporting the development and delivery of our Home Energy Efficiency Plan (HEEP) assessment service

• Taking an active role in the day-to-day management and delivery of other retrofit and energy-related projects.

This is a great opportunity to influence how retrofit advice is delivered in a growing, self-funded market. The role combines technical understanding with strong communication skills, ensuring every homeowner receives the guidance and confidence they need to move forward.

If successful, you’ll be supported to complete both Retrofit Assessor and Domestic Energy Assessor (DEA) training, with dedicated time set aside to help you achieve these qualifications promptly and with confidence.

Main Duties

Customer Engagement & Retrofit Advice

• Serve as the first point of contact for homeowners exploring retrofit options.

• Build strong relationships and provide clear, impartial advice throughout the retrofit journey — from initial enquiry to installation and follow-up.

• Communicate the benefits of retrofit solutions clearly, and support clients to take confident next steps toward improving their homes.

• Help convert interest into action through timely follow-up, home visits, and practical guidance.

• Provide tailored advice to landlords on improving the energy performance of their rental properties.

• Refer customers to appropriate services, accredited installers, or partners where necessary.

Home Visits

• Conduct home visits to provide personalised retrofit advice, including the use of thermal imaging to identify areas of heat loss.

• If required, training will be provided for thermal imaging to support your assessments and recommendations.

• Guide homeowners through the retrofit process, offering practical solutions to improve energy efficiency in their properties.

HEEP Assessments & Support

• Support the future roll-out of our Home Energy Efficiency Plan (HEEP) service, including the provision of detailed retrofit assessments, ventilation strategies, and heating system evaluations.

• Help develop tailored retrofit improvement plans based on individual property conditions and customer needs.

• Training may be available to carry out HEEP surveys, including the delivery of reports to homeowners outlining the benefits of moving forward with retrofit projects.

Project Delivery & Operations

• This is a varied role that will involve working across multiple projects, requiring a dynamic and adaptable approach.

• Contribute to the day-to-day management of Retrofit West and related projects, ensuring smooth delivery and high-quality service.

• Maintain accurate client records and progress updates using our CRM system.

• Provide feedback and ideas to improve tools, processes, and the overall customer journey.

• Collaborate closely with the wider Retrofit West team, to deliver a joined-up service.

Training & Development

• If successful, you’ll be supported to complete both Domestic Energy Assessor (DEA) training and Retrofit Assessor/Retrofit related, with dedicated time set aside to help you achieve these qualifications promptly and with confidence.

• You will be given a mentor to guide and support your training and on-going development.

Community & Outreach (as needed)

• You may be required to attend outreach events, including some at the weekend, to raise awareness of retrofit benefits and engage new audiences.

Benefits

› Time off in lieu (TOIL)

› Hybrid working

› 33 days of holiday (including bank holidays)

› Company sick pay

› A generous ethical company pension scheme

› Opportunities for professional development

› Cycle to work scheme.

Responsibilities for Employee

› Some travel to customer households may be required

› This post may be subject to a DBS check if the postholder’s responsibilities bring them into contact with children or vulnerable adults

› There will be a six-month probationary review.

Logistics

• The closing date for applications is Friday 9th May. 

• The closing date for applications may be extended. 

• If you have not heard from Retrofit West by Tuesday 13th May, please assume your application has been unsuccessful. 

Application Procedure

• Send your CV and cover letter via email to jobs @ cse. org. uk. Make sure to attach your documents in a format such as Word or PDF. 

• If you prefer to apply by post, print out your CV and cover letter and send it to the following address: Retrofit West, St James Court, St James Parade, Bristol, BS1 3LH.