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.

Join us on this exciting journey and help shape the future of allergy care! As a Policy and Influencing Officer. You will work closely with internal and external partners to increase the charity's profile, influence key opinion leaders, and drive policy changes that improve the lives of those with allergies. Your responsibilities will include:

• Contributing to the planning and delivery of influencing, engagement, and campaigning activities.
• Monitoring and horizon-scanning the external policy and public affairs environment.
• Supporting the National Allergy Strategy Group (NASG) by providing secretariat services.
• Engaging with politicians, government departments, and external agencies to galvanise support for allergy-related initiatives.
• Drafting accessible communications on policy issues for various audiences.
• Representing Allergy UK at external meetings and events.
• Coordinating engagement with the allergic community and volunteers to ensure advocacy activities are informed by their priorities and experiences.

About Us:
Allergy UK is the leading national charity dedicated to supporting the millions of people in the UK living with allergic conditions. We are passionate about raising awareness, providing trusted advice, and advocating for better healthcare and support. As we embark on our 2025-2030 strategy, we are looking for a dynamic and dedicated Policy and Influencing Officer to join our team and help drive meaningful change.

What We Are Looking For:

• Minimum of 3 years’ experience in a similar role with a proven track record of influencing public affairs and policy change.
• Strong understanding of local, regional, and national government policy-making processes.
• Excellent written and verbal communication skills.
• Ability to work independently and manage a varied workload.
• Passionate about making a difference for people living with allergies.

What We Offer:

• Competitive salary and annual leave entitlement.
• Pension contributions.
• Flexible working arrangements, including hybrid working.
• Access to our Employee Assistance Program and wellbeing resources.
• Opportunities for professional development and career progression.

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. 

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.

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 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.

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

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

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.

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.

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.

About Reprieve

Reprieve works with the most disenfranchised people in society. Our aim is simple: to consign the death penalty and abuses carried out in the name of “counter-terrorism” or “national security” to history, drawing public and political attention to these past harms with a view to preventing them from occurring again.

In our view, you can best judge a society by how it treats prisoners, criminal defendants, and the far-flung targets of an ever-changing counter-terror policy. To us, the rule of law means little if we selectively apply it to people we agree with. It is for all of us. Liberty is always eroded at the margins.

Reprieve’s staff is made up of courageous and committed human rights defenders. Founded in 1999, we provide free legal and investigative support to people facing the death penalty and those victimised by states’ abusive counter-terror policies – rendition, torture, arbitrary detention and extrajudicial killing.

We fight our clients’ cases in courts around the world; investigate their mistreatment; and advocate on their behalf, encouraging public and political debate of human rights issues.

Reprieve’s main office is in Aldgate, London, UK. Reprieve also supports full-time Fellows, who work as lawyers, investigators and campaigners in the countries in which we work. We work closely with a number of partner organisations in jurisdictions all over the world, who provide access to clients, expertise, knowledge and guidance on specific issues or regions. We work in cooperation with relevant government officials, individual lawyers and human rights defenders, as well as individual, corporate and foundation funders to further the cause of our shared goals.

Reprieve works in close partnership with its independent sibling organisation Reprieve US. This collaboration is mutually beneficial to both Reprieve and Reprieve US as it enables each organisation to work more effectively and take advantage of the strategic locations to increase the impact of our work.

Reprieve is an equal opportunity employer and we particularly welcome applicants from Black and minority ethnic communities, members of the LGBTQ+ community, and those with disabilities. Reprieve is committed to fighting racism and advancing racial justice, both in our work and within Reprieve. 

About the Role

This is a fantastic opportunity to join Reprieve’s dynamic Development Team to secure vital funding to power our high-impact human rights work. Working across both Reprieve and Reprieve US, you will make a real impact by focusing on Major Donors, corporate partnerships, and events. With proven fundraising experience, you will bring expertise in at least one of these fundraising disciplines. 

Working closely with the Head of Development, you will play a key role in delivering our Major Donor programmes across the UK and US. This includes coordinating stewardship activities for Major Donors and high-profile supporters, as well as assisting in the planning and execution of an exciting events programme – including a high-end art auction planned for the autumn. 

With support from the Head of Development and the Deputy Director, Legal & Governance, you will also contribute to securing new corporate partnerships, and take the lead in preparing accurate and compelling applications, reports, and communications for corporate partners and Trusts & Foundations.

Passionate about Reprieve’s work, you will have a strong commitment to Reprieve’s mission and the ability to communicate this to potential and existing supporters.

You will be highly organised and detailed orientated, with sound judgment, and the ability to build excellent relationships – both with donors, and with colleagues from across the organisation. Your exceptional verbal and written communication skills will enable you to translate technical language into engaging and accessible content for diverse audiences. A critical thinker and a quick learner, you thrive when taking on new challenges and getting stuck in. You are creative, driven, and excited about raising money for Reprieve. 

In return, you will join a friendly, supportive and high-performing Development Team, working together towards shared income targets. As part of a small team, you will benefit from a flexible and collaborative approach, where colleagues step in and support each other. You will have opportunities develop expertise, gain experience, and access training and professional development as needed. You will work with brilliant human rights lawyers, investigators, and campaigners and will contribute towards addressing some of the most pressing human rights abuses across the world. 

You will share our commitment to fighting against racism and advancing racial justice, and understand our responsibility to do our work in a way that does not compound racist structures.

For full details, please download the job description.

Length and Salary

This is a full-time role, on a one-year fixed term contract, with the possibility to extend, subject to funding. The annual salary is £42,193 per annum, less any required deductions for income tax and national insurance. 

This role is based in Reprieve’s London office. Reprieve operates a hybrid working model and we require staff to work two days per week from the London office and the rest of the week from home. Applicants must have the current right to work in the UK, which will be checked prior to interview.

Your presence is important during core office hours, whether remotely or in the office. You will also be available outside of office hours in the event of an emergency, for example case developments that require urgent action. This is a role that may require travel and work outside of core office hours from time to time.

Reprieve is proud to have an open and transparent pay structure, governed by a 2:1 pay ratio between the highest-paid member of staff and the lowest-paid member of staff. We are a flexible employer and offer a range of nonfinancial benefits to employees. We welcome applications from a range of backgrounds. 

Full details and how to apply

Please review the job description and person specification for full details.To apply, please submit the application form at the web address provided. Please note that CVs and cover letters cannot be accepted for this role. 

The deadline for applications is 23:58 BST on 5 May 2025. Applicants must have the right to work in the UK currently and for the duration of the contract. 

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.

Are you passionate about marketing and fundraising? If so, we are looking for a marketing expert to help us plan, deliver and optimise the marketing to our most loyal supporters – focusing on Legacy audiences. This role will be instrumental to helping the ongoing success & continued evolution of the marketing and digital tactics for these audiences. 

This Marketing Officer position at Brooke is a pivotal role within the Legacy & Community Engagement team. Legacies are Brooke’s largest single source of voluntary income and fund over half of our international animal welfare work. And it is one of our key fundraising priorities and an integral part of our 5yr fundraising strategy.

Within this role you will help deliver an exciting portfolio of integrated, multi-channel and supporter-centric campaigns that involves all elements of the marketing mix as well as a range of diverse stewardship activities. We are looking for a highly organised individual with great communication skills who will help deliver a range of marketing campaigns and stewardship activity which will acquire new supporters, convert existing Brooke supporters and steward known supporters, with the ultimate goal of increasing the number of supporters who include a gift to Brooke in their Will.

About you
This is a varied role which requires a solid foundation in integrated marketing & stewardship delivery.

We are an ambitious international animal welfare charity and in order to thrive, you will need to be independent, well organised, hands-on, unflappable, creative, analytical, data-driven, focused on results, demonstrate attention to detail and be able to prioritise your work.

This is an exciting opportunity for someone with stewardship & marketing experience who also has a flair for building relationships with a diverse range of internal and external stakeholders. Being a good team player is key to working collaboratively as part of the Legacy and Community Engagement team and wider Fundraising Directorate.

You will have excellent written and verbal communication skills. And you will have excellent organisation skills and the ability to prioritise work effectively to meet targets and deadlines.  You will have a proactive approach and be willing to travel or work unsocial hours on occasion.

You will be joining a friendly and passionate Legacy and Community Engagement team at a really exciting time for Brooke.

If you are interested in the role and meet the criteria, we will look forward to hearing from you.

At Brooke, we celebrate diversity and the creative new ideas it brings. We actively encourage applications from all backgrounds, in particular global majority candidates, candidates from a social mobility background, disabled and neuro-diverse candidates, and candidates under 25 as these groups are currently under-represented at Brooke.

We are aware that studies have shown that women and global majority candidates are less likely to apply for a role if they feel they do not meet the full criteria of the job description. If you feel you meet the majority of the criteria, we would love to hear from you.

We offer a variety of flexible working options to best support our staff and to ensure our working practices are as inclusive as possible.

We will be holding first-round interviews w/c 19th May 2025