Insight jobs

About the Role: 

 We are looking for an experienced insight professional to join the Data & Insight Team, who will lead on our insight work, delivered through meaningful data analysis, reporting and research activities.

This is a hands-on technical role, so we’re looking for someone with significant experience building and maintaining datasets, using analytical tools and modern data platforms, and can deliver meaningful analysis in a charity context.  Equally important, we’re looking for someone who has good communications skills, and will enjoy building relationships with stakeholders across the organisation (often non-technical). We’re looking for someone who can own the insight process, from understanding and scoping requirements, sourcing, prepping and analysing data, presenting to stakeholders and working through how the insight provided can inform decisions and improve our work.

The role is part of a small and busy Data & Insight Team and the post holder will be required to get stuck in on a range of activities that support and underpin our insight programme. This could be, working on marketing data selections, maintaining/developing our data warehouse, providing data protection support, or overseeing CRM processes. We’re looking for someone with a broad background in data and analysis, and who enjoys working within an environment with significant variety.

Internal and External Relationships:

Close working relationships within the Directorate, with fundraising colleagues (across Individual Giving, Philanthropy and Business Development) and with our Digital and Supporter Care teams.

Working on key BI projects outside across the wider organisation, with senior leaders across Finance, Programmes and Impact, Innovation and Influence.  

Person Specification:

- Lead the analysis, reporting and business intelligence function, within the Data and Insight Team.

- Develop and maintain data assets that support key decisions.

- Forge and maintain strong working relationships with key leads across the Organisation, particularly within the Fundraising, Marketing and Communications Directorate.

- Partner with stakeholders to gather requirements, design solutions and deliver insight projects to agreed timescales.

- Interpret, summarise and communicate key insights and recommendations to stakeholders, and work with teams to drive change.

- Work with the Head of Data, Insight and Supporter Services to shape our future vision and strategy for insight and BI.

- Champion the use of data and evidence in organisational decision making.

- Work collaboratively and flexibly with the wider Data and Insight Team, to deliver a range of data services.

- Keep up to date with innovations in technology related to Insight and analysis (such as AI) and understand how this could help us with our work.

- Support the management of the tools and systems we use for data and insight activities, including our SQL-server based data warehousing solution, ETL processes and our conceptual data model.

Skills, Abilities and Competencies:

Essential

- Experience in developing and delivering data analysis and insight projects.

- Experienced working with stakeholders to scope and define briefs, that promote efficiency and maximise impact.  

- A good communicator, who can convey technical information to a non-technical audience and is comfortable presenting information to range of audiences.

- A curious mindset and willingness to challenge the status quo to achieve positive outcomes.

- Expertise in the charity/non-profit sector, with particular experience analysing Fundraising data.

- A keen attention to detail and methodical approach.

- Technical proficiency in core analytical tools and modern platforms (e.g. SQL, SPSS, SSMS, Power BI)

- A working knowledge of data governance and data protection, including GDPR, PECR and fundraising regulations.

- A working knowledge of data warehousing concepts.  

- A working knowledge of statistical analysis and techniques.

Desirable

- Experience with Power BI.

- Experience working with The Raiser’s Edge NXT, or a similar CRM software.

- Working knowledge of the wider Microsoft Power Platform.

- Experience working with SPSS or a similar data transformation tool.

- Experience working within the International Development sector.

At SSE, finance isn't a back-office function — it's central to everything we do. Every pound we manage connects directly to our mission: supporting social entrepreneurs to change their communities for the better.

Our finance team is small, close-knit, and genuinely hands-on. We manage income from a wide range of funders — from major institutions through to smaller, place based partners — alongside distributing millions of pounds in grants directly to the social entrepreneurs we exist to serve.

The work is varied, meaningful, and never dull. Because we manage everything in-house, you genuinely own your work end to end — from coding invoices and uploading forecasts into Business Central, to presenting financial insight to our Senior Management Team and steering us through external audit.

We're a team that performs well but we never stand still and welcome people spotting a better way of doing something. If you want to embed smarter technology, automate a clunky process, we always welcome fresh thinking

Job Description and Person Specification

Job title Participation Manager

Hours 35 hours per week. We are opening to discussing flexible arrangements – please highlight any requests when applying.

Length of contract  12 months

Location Hybrid work between home and our Vauxhall office. Please read more about our approach to hybrid working in the relevant section below.

Reports to Director of Evidence and Improvement

National Voices

Making what matters to people matter in health and care

National Voices is the leading coalition of health and social care charities in England. We have more than 200 members covering a diverse range of health conditions and communities, connecting us with the experiences of millions of people. We work together to strengthen the voice of people: patients, service users, carers, their families, and the voluntary organisations that work for them.

Our Vision: People shaping their health and care.

Our Mission: We advocate for more inclusive and person centred health and care, shaped by the people who use and need it the most.

We do this by:
 

· Understanding and advocating for what matters to people especially those living with health conditions and groups who experience inequalities.

· Finding common cause across communities and conditions by working with member charities and those they support.

· Connecting and convening charities, decision makers and citizens to work together to change health and care for good.

 

The Role

At National Voices, our aim is to make what matters to people matter in health and care. Too often, we see decisions made about the design of health and care services which don’t consider the people who use and need those services – especially those with long term conditions and from groups experiencing inequality. While the intentions of decision makers are usually good, they can unwittingly develop services which are difficult to access, stressful to experience and which don’t enable people to live life to its full potential.

We believe that if health and care leaders were better supported to meaningfully involve people living with health conditions, disability, inequality and their carers in decisions about how services are delivered then our NHS and social care services would be more equitable, and person centred.

At National Voices, we believe that this can best be achieved by connecting health and care leaders in health and care to key groups including:

· Leaders within the patient participation movement, who can support and advise health and care leaders on how to share power with people and communities using coaching and quality improvement techniques, and by acting as a critical friend.

· Leaders from voluntary sector organisations and community groups, who can bring insight into the needs, experiences and priorities of the communities they serve. They can identify opportunities to improve how services are designed and delivered, and help connect decision-makers with communities whose voices are often underrepresented.

· People with lived experience of inequality, particular conditions or services, who bring unique expertise based on their direct experience of care. They can provide timely insight into the impact of policies and services, helping decision-makers stay tuned to current needs, experiences and priorities, rather than relying on historical evidence or assumptions.

We are looking for a Participation Manager who can lead on the design, development and delivery of funded projects that generate insight, support improvement, and enable meaningful participation in health and care decision making. This will include end-to-end responsibility for project design, delivery, reporting and impact.

Projects may include designing and delivering activity such as workshops, coordinating lived experience advisory groups, coordinating coalitions of VCSE organisations, undertaking qualitative research, facilitation and engagement work. The postholder will need sufficient breadth of experience across these areas to confidently design and steer programmes, while drawing on colleagues, partners and associates for specialist input where needed.

You will be responsible for overall programme management - ensuring projects are well planned, appropriately resourced, and delivered on time, within budget and to a high standard. This includes managing risks, reporting requirements and funder relationships.

Projects may also include co-ordinating the delivery of Voices for Improvement coaching relationships and workshops on meaningful participation. We are open to a Participation Manager who has skills and experience around coaching theory and practice, however, we can also bring in external Associates with this subject matter expertise where needed to guide and supervise the coaching elements of the process.

You will also play an active role in identifying and developing new funding and partnership opportunities, contributing to the growth of National Voices’ portfolio of externally funded work.

Finally, where needed, you will also work collaboratively with another Participation Manager who leads National Voices’ Lived Experience Partner programme, membership scheme and partnership programme. You will contribute to these areas where required, particularly where they intersect with funded projects, but they will not be the primary focus of this role.

Responsibilities

Lead the development and delivery of funded participation projects

Lead the end-to-end design, delivery and management of funded programmes and projects that generate insight, support improvement and drive meaningful participation in health and care, including:

· Lead on shaping, securing and delivering funded projects from proposal stage through to completion, ensuring clear outcomes and impact

· Design and oversee programmes that may include research, engagement and participatory activity, such as qualitative and quantitative research, stakeholder engagement and participation work

· Convene and coordinate a range of delivery approaches including advisory groups, workshops, events, VCSE engagement and system partner collaboration

· Ensure delivery is well planned, resourced and managed, including oversight of budgets, timelines, risks and funder reporting

· Draw on colleagues, partners and associates for specialist expertise where needed, while holding overall responsibility for programme design and coherence

· Translate insights and findings into clear, accessible outputs in collaboration with policy and communications colleagues to support influence and impact

· Develop and shape new funding opportunities and proposals to grow the organisation’s portfolio of externally funded work

Deliver coaching and engagement programmes

Manage the delivery of structured coaching and engagement programmes, including National Voices’ Voices for Improvement model, where included within funded projects:

• Oversee delivery of coaching and engagement activity including matching, coordination and participant support
• Ensure coaching relationships between people with lived experience and system leaders are well supported and of high quality
• Contribute to the design and facilitation of associated engagement or learning sessions where required
• Work with associates or external specialists to bring in coaching or quality improvement expertise where needed
• Capture learning, feedback and impact from coaching programmes and contribute to funder reporting, case studies and evaluation outputs

Contribute to wider participation programmes

Work collaboratively with another Participation Manager to support integration with National Voices’ wider participation infrastructure:

· Contribute where relevant to the Lived Experience Partner programme, membership scheme and partnership programme

· Support the involvement of lived experience partners, members and partners in funded projects and engagement activity

· Ensure alignment across programmes and share learning between project delivery and participation infrastructure

General

• Provide line management to one Project Officer within the team, if needed - quality assuring outputs, holding regular 1-2-1s as well as setting annual objectives and completing appraisals.
• Provide matrix management for other National Voices colleagues as and when required.
• Work in sync with other managers across National Voices, contributing to a joined-up, supportive team culture.
• Deputise for the Director of Evidence and Improvement, or other senior colleagues, when required.

· Follow organisational processes to measure, monitor and communicate the impact of our work

· Support good project, financial and data management

 

Person Specification

Values, attitudes and behaviours

· Passionate about National Voices’ mission and the meaningful involvement of people with lived experience

· Strong commitment to equity, inclusion, and reducing health inequalities

· Proactive, flexible, and responsive, with a willingness to work in complexity

· Comfortable working both collaboratively and independently, taking ownership of delivery

· Calm under pressure and able to manage multiple priorities and tight deadlines without compromising quality

· Confident engaging with a wide range of stakeholders, including constructively challenging where appropriate

· Entrepreneurial - able to spot opportunities for growth, collaboration, and impact

· Energised by variety, able to work across diverse themes while identifying connections and opportunities

Skills and abilities

· Strong programme and/or project management skills, with demonstrable experience of leading complex, multi-stakeholder funded programmes from design through to delivery and completion

· Ability to shape ideas into deliverable programmes, including contributing to funding bids, designing delivery approaches, and translating proposals into practical delivery plans

· Strong analytical and synthesis skills, with the ability to translate complex qualitative and quantitative insight into clear, structured outputs that inform decision making and drive action

· Excellent organisational skills, including planning, prioritisation, risk management and delivery of high-quality work to deadlines

· Confident stakeholder and relationship management skills, with experience working across partners, funders, subcontractors, commissioned work and multi-organisation collaborations

· Strong facilitation and engagement skills, including designing and delivering workshops, events and participatory sessions for diverse audiences

· Strong communication skills, including the ability to produce clear, accessible written outputs and presentations

· Strong interpersonal skills, with the ability to work collaboratively, support others in delivery, and contribute to shared outcomes

Experience, knowledge and understanding

· Demonstrable experience of leading or delivering participation work with people with lived experience, ideally addressing inequality

· Strong experience of designing and delivering insight generation projects (qualitative and/or quantitative) that have led to real-world impact and improvement

· Experience of working meaningfully with people experiencing inequalities in safe and inclusive ways

· Experience of managing projects, budgets, and multiple stakeholders, working with a high degree of autonomy

· Experience of managing partnerships, funders, or commissioned work, including contributing to income generation

· Experience of facilitating workshops, events, or participatory sessions

· Understanding of the health and care landscape

· Good understanding of the participation landscape, with the ability to act as a credible contributor in the field (desirable)

· Experience of managing or contributing to coalitions or networks of VCSE or membership organisations (desirable)

· Understanding of mixed methods (qualitative and quantitative) approaches to evidence generation and analysis (desirable)

· Coaching and/or quality improvement qualifications (desirable)

· Lived experience of disability, caring responsibilities and/or inequality (desirable)

Our approach to hybrid working

We recognise the importance of coming together regularly, in-person, as a team, so we can share learnings and spend social time with each other. We also recognise that people need flexibility, and that homeworking enables focused work and can fit well in people’s lives.

We ask all staff to take part in pre-arranged team meetings which take place every six weeks in our office space. We also might ask you to meet in-person with members of your team from time to time, or to be available for face-to- face meetings with clients and partners where this enhances the work.

We assume that this would usually not amount to more than one day per fortnight for people who work full time. We are happy to discuss how this sits in your life. This can be agreed by your line manager.

Please note that our offices are fully wheelchair accessible and that we are committed to making our workplace fully inclusive.

Application guidance

Please submit a CV and cover letter to apply. We are also recruiting a permanent Participation Manager role at the same time. If you would like your application to be for both roles, please make this clear in your cover letter.

You're welcome to use AI tools to help you prepare your application. However, we encourage you to make sure your application reflects your own voice and experiences. We often see similar AI-generated writing styles, which can make applications less distinctive. As a charity, we're particularly interested in hearing why our mission matters to you and how your values align with ours.

Please specify any access or other requirements of which we need to be aware for the online interview.

The deadline for applications is 5pm on Thursday 30th July.  

The interviews will take place in early August on Microsoft Teams. Details of an interview task and interview questions will be emailed to you in advance.

We are committed to diversifying our team in order to broaden the insight and experiences we can draw on, and to do our work more credibly. In particular, we would welcome applications from older people, disabled people and people who have experienced socioeconomic inequality. Our offices are fully accessible and we are a Disability Confident and an LGBT+ friendly employer.

Who are we?

Volunteer Centre Hackney is a thriving charity (annual income circa £1.1m, with 29 paid staff). providing volunteering infrastructure to the voluntary sector across the City of London and the London borough of Hackney. We support over 1,500 residents a year to realise their skills and passions through volunteering and social action, and to share these for the benefit of others. We also provide volunteering resources, advice and guidance on best practice in volunteer management, to hundreds of charities and community organisations.

Background and Aims of the Community Health Champion Programme

This role is for our Community Health Champions Programme (CHC). The programme is led by and for City & Hackney’s diverse communities. Community Health Champions (Champions) empower residents to become aware of, take ownership and work towards more positive health and wellbeing outcomes.

This is achieved by the programme sourcing, recruiting, training and supporting a diverse cohort of Champions who live, work, volunteer or study within City & Hackney. Our vast network of 230+ Champions who amongst them speak 40+ languages, are instrumental in tailoring and sharing vital health messaging with residents and feeding back insights, concerns and questions which are then used to develop more bespoke, relevant and culturally nuanced health messaging. Champions, with support from the programme, give voice to communities with varying levels of health literacy: how residents access, assess, and engage with healthcare information, services and systems.

The programme was launched during the Covid-19 pandemic but has now expanded to focus on wider health issues and wider determinants of health such as mental health and wellbeing, long term conditions, diet and nutrition.

Purpose of the Role

The Communications and Engagement Officer will lead on programme communications, coordinating and delivering the day-to-day communications that power the Community Health Champion CHC) programme. The primary goal of this role is to equip Champions with accessible, inclusive, high-quality communications content, tools and resources enabling them to effectively engage in the programme whilst building trust and improving health literacy across City & Hackney.

This is a hands-on role focused on amplifying community voices, positioning and showcasing the continued impact of Champion activities, maintaining a positive programme reputation, and ensuring our health messages reach the people who need them most.

Brightside is the UK’s leading and safest online mentoring provider, with 23 years’ experience in delivering personalised and flexible online mentoring to young people. We exist to connect young people facing barriers with relatable role models so they can make confident and informed decisions about the future. Our flexible technology gives young people a mentor in their pocket, on their own schedule, to support their next steps. 

The Data and Insights Manager will be responsible for monitoring and evaluating quality and impact across our mentoring programmes. The postholder will work closely with the Programmes Team to embed impact in project design and to produce evaluations that assess the impact of mentoring against our theory of change outcomes. The postholder will complete data analysis and evaluation reports for individual mentoring programmes as well as our whole portfolio to present our impact at an aggregate level. The postholder will produce organisation wide impact reports for external publication and work closely with the senior management and leadership teams to demonstrate and celebrate our impact. This is a varied role, suited to candidates interested in using data and insights to improve processes and articulate impact to a wide range of audiences. 

Responsible for

• Championing and quality assuring our theory of change, ensuring that programmes are designed with impact at the centre and within the frameworks that will give us the most robust data sets
• Quantitative data analysis for individual programmes and our portfolio of mentoring programmes as a whole, clearly presenting our impact against our outcomes
• Qualitative data analysis of mentoring messages, written feedback and focus groups/1:1 interviews
• Producing high quality evaluation reports for individual programmes, including recommendations for future iterations
• Producing organisational impact reports and blogs/posts, to present our impact to external audiences
• Creating and maintaining PowerBI dashboards to present live impact data
• Proofing and testing baseline and exit surveys to ensure accuracy of questions and survey logic across our portfolio
• Overseeing our data collection tools and upskilling the team to use them effectively/accurately
• Overseeing our external communications to ensure regular sharing of case studies and impact stories through our comms and marketing (social media, newsletters etc.)
• Conducting focus groups and interviews and writing up case study stories Ensuring that all data collection is accurate and in line with our policies
• Annual data uploads to HEAT and monitoring our HESA return 

Please download the job description document and read the essential criteria and application instructions carefully. Applications without a cover letter will not be considered.

Claire House has an exciting opportunity for a collaborative and influential individual with excellent communication skills to support the production, management, protection and integrity of data reporting and insight within Claire House, enabling informed operational and strategic decision-making.

About Us:

Claire House is a place of positivity and laughter, where we help seriously and terminally ill children live life to the full. At Claire House we are passionate about providing outstanding care to children who aren’t expected to live to be adults, as well as support for their families, from across Merseyside, Cheshire and North Wales. By providing specialist nursing and end of life care, as well as emotional support, Claire House helps families through some of the toughest times of their lives. It offers places for children to relax and enjoy themselves, whatever their age.

In this role, you will be:

● Collecting, processing, analysing and interpreting data from a variety of internal and external data systems.

● Using business intelligence tools to prepare and deliver reports, dashboards and data outputs to the organisation.

● Developing interactive visualisations to enable insight and track key performance indicators.

● Producing board packs for senior leadership and trustees in collaboration with the business.

● Producing reports for any regulatory, compliance or benchmarking purposes.

● Developing and maintaining data models to support efficient data processing, storage, and retrieval.

● Monitoring and auditing data quality, making recommendations for improvements where appropriate.

● Building and developing relationships with internal clients and stakeholders to fully understand data usage and content.

● Gathering, understanding and documenting detailed business requirements using appropriate tools and techniques.

● Collaborating with the Application Development Team to align data initiatives with systems development.

● Assisting the Data & Insight Manager with any data or IG governance tasks.

The successful candidate will act as a supporting consultant as well as data expert, working closely with the Data & Insight Manager to further establish the team as the go-to resource for all of the organisation’s data, information and insight needs.

What we offer you:

In addition to a competitive salary:

● Generous annual leave – 35 days including bank holidays

● Company pension scheme

● Life cover 2 x salary

● Free on-site car parking

● Free eye sight test

● Cycle to Work Scheme

If this sounds like the role for you, please read the job description here.

All applications must be submitted on a Claire House application form available on the Claire House website. 

Closing date for applications: 15th July 2026

Interview date: 24th July 2026

We regret that only shortlisted candidates will be contacted.

We are actively seeking candidates from a diverse range of backgrounds. At Claire House, we welcome applicants from all backgrounds and value everyone as an individual. We are committed to organisational practices, which promote diversity and inclusion for all employees and volunteers regardless of age, disability, gender reassignment, sex, marriage, and civil partnership status, pregnancy and maternity status, race, religion or belief. Connecting these differences creates a productive environment in which everyone feels valued.

Claire House wants to meet the aims and commitments set out in its equality policy and will appreciate your help and co-operation in completing the Equality and Diversity form found on the Claire House website. 

This organisation’s recruitment and selection procedures reflect our commitment to equal opportunities and safeguarding and promoting the welfare of children and young people.

This role is subject to a standard DBS check.

Registered Charity No. 1004058

Brooke has been on a journey of data transformation ensuring colleagues have the data and insights they need to understand their areas’ performance and impact.  This role will transform our datasets into easy to understand, engaging visuals for KPI dashboarding, and enlightening insights for leaders to know where they should focus their teams’ attention to deliver the biggest impact.  Using tools such as Power BI, Microsoft Fabric, SQL, data warehouses and, where appropriate, predictive analytics and machine learning, this role will be critical to continue our drive for data maturity and storytelling with data.

Criteria

You are someone with endless curiosity and a strong ability to communicate data clearly to all audiences.  You are great at visualising data that help colleagues understand the key issues quickly, and you can draw out business relevant suggestions that are backed up by the data insights.  You enjoy working across business teams and senior leaders using various datasets to both answer key questions as well as initiate important conversations that are only possible with your analysis.  You have great experience using PowerBI and have knowledge of advanced data analysis techniques.  Knowledge of SQL and Python will be critical.

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.

Closing Date: 14 July 2026

Interview: w/c 27th July 2026 (TBC)

Location: Blended between office and home (England and Wales). Time in office negotiable

Citizens Advice offers confidential advice online, over the phone, and in person, for free. Through our national network of charities, we give people the knowledge and the confidence they need to find their way forward – whoever they are, and whatever their problem.

The role
As Wales Insights Officer you will support efforts to achieve collective impact between our national organisation and the local Citizens Advice network across Wales. You will strengthen engagement, collaboration and collective communication, build insight from the network and colleagues across the national organisation and assess and report on the impact of collective actions across Wales.

This is an exploratory, fixed-term role, made possible by generous funding from the Moondance Foundation, offering an exciting opportunity to deliver impact for Citizens Advice work in Wales and deepen relationships and communication between local, regional and national levels to deliver on our shared mission.

In 2024, local offices in Wales came together to apply for and win regional and national grant funding from the Welsh Government - Advicelink Cymru (the Single Advice Fund) - a programme previously administered via the national organisation. This important success created an opportunity for reshaping the way that the national and local organisations work together, including work across regions, to engage with each other, deliver impact and avoid duplication.

Based within our Wales Team, this role offers critical additional capacity and experience to deliver on our ambitions to enhance the way we work together with the local network, add value, ensure efficient and coordinated actions, and ensure we are responsive to new and emerging opportunities to grow our impact. By building relationships, gathering feedback, insights and impact, and facilitating opportunities to work together we can provide meaningful opportunities to facilitate learning and deliver collective impact. This role will:

1. Support relationship building that strengthens our approach to working alongside the network in Wales on strategic priorities.
2. Work alongside the team to capture insights and opportunities arising from local practice and our work together and use this to build wider awareness, understanding and strengthened opportunities for collaboration
3. Use skills that enable you to assess, measure and support reporting on the impact of work together across Wales
4. With support from the team you will co-lead a programme of communication, activity and events - alongside the Wales network and relevant national communication and engagement teams - that build engagement, support our ambitions, and raise our profile in Wales with key stakeholders.

You will have a track record of building strong relationships, working across organisational boundaries, capturing and recording insight, and delivering strong communication and engagement in the context of local, regional or national charities.

We are looking for a highly skilled individual with strong relational and communication skills, curiosity, and ambition to achieve real change for people in Wales via Citizens Advice local and national work.

To apply
Please submit an anonymous CV and cover letter that demonstrates how you meet the following essential criteria:

• Excellent verbal and written communication skills with the proven ability to write and produce engaging communications.
• Experience of building strong relationships with the ability to grow and maintain working relationships with a wide range of geographically dispersed groups and individuals.
• Good experience of developing and using a range of different communication techniques, processes and procedures.
• Good experience of analysing engagement data from a range of tools (intranet, email, collaboration tools such as Slack).

Do you want to work for an organisation that makes a difference, every single day, to people from all walks of life? The people that turn to Citizens Advice need help overcoming an obstacle in their lives – from debt to evictions to trouble at work – and you can be key to them getting the support they need in the quickest, easiest, and most effective way.

Equity, Diversity and Inclusion (EDI) is of strategic importance within the organisation and recognised as integral to all we do as a service.

Central to pursuing our EDI mission is building diverse and inclusive teams in which everyone has a sense of belonging. We believe inclusion is a social justice issue - a principle that underpins our all EDI work. To that end, we particularly welcome applications from people we would like to see better represented in our organisation and sector - people of colour, LGBTQ+ people and disabled people. We follow the social model of disability. We will offer an interview to disabled candidates who indicate they wish their application to be considered under our Disability Confident Interview Commitment where they meet our selection criteria in their application. Some of our roles attract a high volume of applications and in some circumstances where it is not practicable or appropriate, we may limit the number of interviews offered to disabled and non-disabled candidates. We will provide reasonable adjustments as needed.

We’re a flexible employer, so this role may suit anyone who’d prefer a flexible arrangement to help their work/life balance, many of our colleagues spend most of their time working remotely. Whilst we prefer a blended approach between a local office, if one is near you, and home we’re open to being flexible on location, occasionally a role may require you to be based in a certain location if that's the case it will be detailed in the advert or job description. This can be discussed in more detail during your interview.

The National Citizens Advice operates from offices in England and Wales, with 4 regional offices based in Cardiff, London, Birmingham and Leeds, therefore all successful applicants must be based within England or Wales.

Please be aware that Citizens Advice is not a sponsoring organisation. Therefore the successful applicant must already possess the right to work in the UK or be able to secure the right to work in the UK independently.

We have been awarded the top charity in Third sectors' employer index, where it's recognised that Citizens Advice is an organization that not only prioritizes the people we serve but also values the wellbeing of its employees.

Citizens Advice seeks to redeploy internal staff who are at risk or under notice of redundancy and will prioritise them in the recruitment process where necessary. If you have been confirmed as at risk or under notice of redundancy please ensure you indicate this in the at-risk box in your application.

Please note, in the event of a high number of applications, we reserve the right to close the application early.

This vacancy closes at 23.59 on the closing date.

Mae cyfle newydd a chyffrous gennym i ymuno â Chyngor ar Bopeth fel Swyddog Mewnwelediadau Cymru.

Mae Cyngor ar Bopeth yn cynnig cyngor cyfrinachol ar-lein, dros y ffôn, ac yn bersonol, yn rhad ac am ddim. Trwy ein rhwydwaith genedlaethol o elusennau rydym yn rhoi'r wybodaeth a'r hyder i bobl i'w galluogi i symud ymlaen – pwy bynnag ydyn nhw, a beth bynnag fo'u problem.

A ydych chi eisiau gweithio i sefydliad sy'n gwneud gwahaniaeth, bob dydd, i bobl o bob cefndir? Mae angen help ar y bobl sy'n troi at Gyngor ar Bopeth i oresgyn rhwystr yn eu bywydau – dyled, cael eu troi allan o'u cartrefi, trafferthion yn y gwaith, ayyb – a gallwch fod yn allweddol iddynt o ran sicrhau'r cymorth sydd ei angen arnynt yn y ffordd gyflymaf, hawsaf a mwyaf effeithiol.

Y swydd

Fel Swyddog Mewnwelediadau Cymru, byddwch yn cefnogi ymdrechion i gyflawni effaith ar y cyd rhwng ein sefydliad cenedlaethol a'r rhwydwaith Cyngor ar Bopeth lleol ledled Cymru. Byddwch yn cryfhau ymgysylltiad, cydweithio a chyfathrebu ar y cyd, yn meithrin mewnwelediad gan y rhwydwaith a chydweithwyr ar draws y sefydliad cenedlaethol ac yn asesu ac yn adrodd ar effaith camau gweithredu ar y cyd ledled Cymru

Mae hon yn rôl archwiliadol, tymor penodol, a wnaed yn bosibl diolch i gyllid hael gan Sefydliad Moondance, gan gynnig cyfle cyffrous i sicrhau effaith ar waith Cyngor ar Bopeth yng Nghymru a dyfnhau perthnasoedd a chyfathrebu rhwng lefelau lleol, rhanbarthol a chenedlaethol er mwyn cyflawni ein cenhadaeth gyffredin.

Yn 2024, daeth swyddfeydd lleol yng Nghymru ynghyd i wneud cais am ac ennill cyllid grant rhanbarthol a chenedlaethol gan Lywodraeth Cymru - Advicelink Cymru (y Gronfa Gynghori Sengl) - rhaglen a weinyddid yn flaenorol drwy'r sefydliad cenedlaethol. Creodd y llwyddiant pwysig hwn gyfle i ail-lunio'r ffordd y mae'r sefydliadau cenedlaethol a lleol yn cydweithio, gan gynnwys gweithio ar draws rhanbarthau, er mwyn ymgysylltu â'i gilydd, cyflawni effaith ac osgoi dyblygu.

Wedi'i lleoli o fewn ein Tîm Cymru, mae'r rôl hon yn cynnig capasiti a phrofiad ychwanegol hanfodol er mwyn cyflawni ein huchelgeisiau o ran gwella'r ffordd rydym yn cydweithio â'r rhwydwaith lleol, ychwanegu gwerth, sicrhau camau gweithredu effeithlon a chydlynol, a sicrhau ein bod yn ymatebol i gyfleoedd newydd a rhai sy'n dod i'r amlwg i gynyddu ein heffaith. Drwy feithrin perthnasoedd, casglu adborth, mewnwelediadau ac effaith, a hwyluso cyfleoedd i gydweithio, gallwn ddarparu cyfleoedd ystyrlon er mwyn hwyluso dysgu a chyflawni effaith ar y cyd. Yn y rôl hon byddwch yn:

1. Cefnogi adeiladu perthnasoedd sy'n cryfhau ein dull o weithio ochr yn ochr â'r rhwydwaith yng Nghymru ar flaenoriaethau strategol.
2. Gweithio ochr yn ochr â'r tîm er mwyn casglu mewnwelediadau a chyfleoedd sy'n deillio o arferion lleol a'n gwaith gyda'n gilydd a defnyddio hyn i feithrin ymwybyddiaeth, dealltwriaeth a chyfleoedd cryfach ar gyfer cydweithio.
3. Defnyddio sgiliau sy'n eich galluogi i asesu, mesur a chefnogi adrodd ar effaith cydweithio ledled Cymru
4. Gyda chefnogaeth gan y tîm byddwch yn cyd-arwain rhaglen o gyfathrebu, gweithgareddau a digwyddiadau - ochr yn ochr â rhwydwaith Cymru a thimau cyfathrebu ac ymgysylltu cenedlaethol perthnasol - sy'n meithrin ymgysylltiad, yn cefnogi ein huchelgeisiau, ac yn codi ein proffil yng Nghymru gyda rhanddeiliaid allweddol.

Bydd gennych hanes cryf o feithrin perthnasoedd cryf, gweithio ar draws ffiniau sefydliadol, cipio a chofnodi mewnwelediadau, a chyflawni cyfathrebu ac ymgysylltu cryf yng nghyd-destun elusennau lleol, rhanbarthol neu genedlaethol.

Rydym yn chwilio am unigolyn medrus iawn sydd â sgiliau ymgysylltu a chyfathrebu cryf, chwilfrydedd a'r uchelgais i gyflawni newid go iawn ar gyfer pobl yng Nghymru drwy waith lleol a chenedlaethol Cyngor ar Bopeth.

I wneud cais

Cyflwynwch CV dienw a llythyr eglurhaol sy'n dangos sut rydych chi'n bodloni'r meini prawf hanfodol canlynol:

1. Sgiliau cyfathrebu llafar ac ysgrifenedig rhagorol gyda'r gallu profedig i ysgrifennu a chynhyrchu cyfathrebiadau deniadol.
2. Profiad o feithrin perthnasoedd cryf gyda'r gallu i dyfu a chynnal perthnasoedd gwaith gydag ystod eang o grwpiau ac unigolion sydd wedi'u gwasgaru'n ddaearyddol.
3. Profiad helaeth o ddatblygu a defnyddio gwahanol dechnegau, prosesau a gweithdrefnau cyfathrebu.
4. Profiad sylweddol o ddadansoddi data ymgysylltu o wahanol declynnau (mewnrwyd, e-bost, teclynnau cydweithio fel Slack).

Ein bwriad yw cynnal cyfweliadau yn ystod yr wythnos sy'n dechrau 29 Mehefin 2026 gyda'r opsiwn o gyfweliad wyneb yn wyneb yng Nghaerdydd, neu ar-lein.

Mae Tegwch, Amrywiaeth a Chynhwysiant o bwysigrwydd strategol o fewn y sefydliad ac yn cael ei gydnabod fel rhan annatod o bopeth a wnawn fel gwasanaeth.

Yn ganolog i'n cenhadaeth Tegwch, Amrywiaeth a Chynhwysiant mae adeiladu timau amrywiol a chynhwysol y mae pawb yn teimlo'n rhan ohonynt. Credwn fod cynhwysiant yn fater cyfiawnder cymdeithasol - egwyddor sy'n sail i'n holl waith Tegwch, Amrywiaeth a Chynhwysiant. I'r perwyl hwnnw, rydym yn croesawu'n arbennig geisiadau gan bobl yr hoffem eu gweld yn cael eu cynrychioli'n well yn ein sefydliad a'n sector - pobl o liw, pobl LHDT+ a phobl anabl. Byddwn yn cynnig cyfweliad i ymgeiswyr anabl sy'n nodi eu bod yn dymuno i'w cais gael ei ystyried o dan ein Hymrwymiad Cyfweliad Hyderus o ran Anabledd lle maent yn bodloni ein meini prawf dethol yn eu cais. Mae rhai o'n rolau'n denu nifer fawr o geisiadau ac mewn rhai amgylchiadau lle nad yw'n ymarferol nac yn briodol, efallai y byddwn yn cyfyngu ar nifer y cyfweliadau a gynigir i ymgeiswyr anabl a rhai nad ydynt yn anabl. Byddwn yn darparu addasiadau rhesymol yn ôl yr angen. Rydym yn dilyn y model cymdeithasol o anabledd.

Rydym yn gyflogwr hyblyg, felly gallai'r rôl hon fod yn addas i unrhyw un sy'n well ganddo drefniant hyblyg i helpu eu cydbwysedd rhwng bywyd a gwaith – mae llawer o'n cydweithwyr yn treulio'r rhan fwyaf o'u hamser yn gweithio o bell. Er ein bod ni'n ffafrio dull cymysg rhwng swyddfa leol, os oes un yn agos atoch chi, a chartref, rydym yn agored i fod yn hyblyg o ran lleoliad, ond weithiau gall rôl olygu bod angen i chi fod wedi'ch lleoli mewn lleoliad penodol; os felly, bydd manylion yn cael eu cynnwys yn yr hysbyseb neu'r disgrifiad swydd. Gellir trafod hyn yn fanylach yn ystod eich cyfweliad.

Mae Cyngor ar Bopeth Cenedlaethol yn gweithredu o swyddfeydd yng Nghymru a Lloegr, gyda 4 swyddfa ranbarthol yng Nghaerdydd, Llundain, Birmingham a Leeds, felly rhaid i bob ymgeisydd llwyddiannus fod wedi'i leoli yng Nghymru neu Loegr.

Mae ein hymrwymiad i lesiant cydweithwyr yn cael ei adlewyrchu yn y ffaith ein bod wedi ennill Gwobr Aur yn y categori Iechyd a Llesiant, yn ogystal ag Enillwyr Cyffredinol, yng Ngwobrau Profiad Gweithwyr 2022.

Byddwch yn ymwybodol nad yw Cyngor ar Bopeth yn sefydliad sy'n noddi. Oherwydd hyn, rhaid bod gan yr ymgeisydd llwyddiannus yr hawl i weithio yn y DU eisoes neu allu sicrhau'r hawl i weithio yn y DU yn annibynnol

Rydym wedi ennill y wobr elusen orau ym mynegai cyflogwyr y Trydydd sector, gyda Cyngor ar Bopeth yn cael ei gydnabod fel sefydliad sydd nid yn unig yn blaenoriaethu'r bobl rydym yn eu gwasanaethu ond sydd hefyd yn rhoi pwyslais ar lesiant ei weithwyr.

Os bydd nifer uchel o geisiadau, rydym yn cadw'r hawl i gau'r broses gais yn gynnar.

Bydd y swydd wag hon yn cau am 23.59 ar y dyddiad cau.

Market Research Analyst (Insights Coordinator) 

We’re looking for someone who is passionate about using data and insights to empower our student leaders and staff to make change and ensuring we are the experts about our students. You’ll join our Insights Team to expand our sector-leading insights function and collaborate with other Guild departments and University stakeholders to deliver strategic and student-facing projects, and build data curiosity across the organisation.

The Role

Role: Market Research Analyst (Insights Coordinator)
Hours: 35 hours per week (to be worked flexibly)
Salary: £26,586 per annum
Contract: 24 month fixed term 
Location: Exeter/Hybrid 

Who are we?
Exeter Students’ Guild is the University of Exeter’s students’ union, led by students for students. We’re an independent charity, offering a wide range of opportunities, services and support to help students get the most out of their unique journeys at university. This includes everything from social activities to making sure things are going well on their academic course. We have over 300 student groups and all of our work is led by, and in the best interest of, our members.

The Guild is a truly rewarding place to work. Our talented and passionate staff make a real difference to the lives of students every single day, working together to achieve the Guild’s purpose: to shape an excellent student experience for all students at Exeter by empowering them to take their place in the world and make a positive difference. We are looking for people who recognise that the Guild is student-led and share a genuine passion for student engagement and empowerment. If you share a commitment to our values and want to be part of a radically inclusive organisation with a seriously exciting future ahead, we can’t wait to hear from you.

What will you bring?

· You’ll have experience in planning and delivering research projects
· You know how to use Microsoft Excel and PowerBI (or similar) to transform and interrogate data
· You’ll be able to communicate data in easy-to-understand formats

We offer lots of great benefits including enhanced family pay, at least 6-weeks’ holiday, sustainable travel incentives, access to exclusive discounts and perks and a free confidential advice service. We’re committed to helping you achieve a healthy balance between your work and home life through a real commitment to flexible and hybrid working. We also provide access to great development opportunities, including a personal development budget for you to spend on sharpening your skills. We’ll also help you to gain valuable experience, ensuring that you have opportunities to grow your career both here at the Guild and beyond.

Inclusion is central to the Guild. We approach our work collaboratively, empower our people and celebrate our uniqueness. If you’re driven to empower others and achieve great things, you’ll fit right in. Our people are proud of who they are and value each other’s differences, and we are committed to creating a diverse community that is radically inclusive of race, gender, age, religion, identity and experience.

You can view the role profile amd find how you can apply via our website. 

For general enquiries, please contact us - details can be found on our website. 

How to Apply? 

Please submit your application via our recruitment portal. You will need to provide an up-to-date copy of your CV, and answer the following questions related to the person specification for the role: 

• Please outline your experience of gathering and analysing data to produce recommendations
• Please tell us about your approach to summarising data into easy-to-understand formats for diverse audiences to empower change
• What is your understanding of our values, and how would you use them to shape insights and research at the Guild?

Please note: 

• We will contact you to let you know the outcome of your application. This can sometimes take a few days. 
  You must be able to provide proof of your right to work in the UK before starting work with us. We are not currently able to sponsor employees requiring a visa. 
• Applications received after the above closing date will not be considered. 

A message from your new Manager 

Amy Holden, Senior Research and Insights Manager

 If you'd like an informal chat with me to find out more about the role, the team and what we’re looking for in our Insights Coordinator, please get in touch - I would love to hear from you!

Dates for your Diary

· Closing Date: Monday 20 July at 10am
· Shortlisting: Wednesday 22 July
· Interviews: Thursday 30 July

We look forward to hearing from you!

KEY RESPONSIBILITIES:
•Managing the continued development of the YAA’s CRM system, working with the Fundraising, Marketing, Admin and Finance teams to ensure the system serves their requirements.
•Managing all aspects of the database and associated data systems and processes as part of YAA’s fundraising activities and the Charity’s web systems.
•Responsible for ensuring the Charity can demonstrate compliance with new and existing Fundraising and Data Protection Regulations including the General Data Protection Regulations. Keeping up to date with any changes in policy that may affect the management of supporter data.
•Liaison with the YAA Fundraising, Marketing, Administration and Finance Team on data/data selection and reporting requirements.
•Promote and support data audit, cleansing and effectiveness within YAA, deploying and providing day to day management of the CRM system and providing reports and analysis of the data as required.

KEY DUTIES:
Provide the expertise and insight to support an integrated data strategy across fundraising and marketing, advising on and sharing best practice:
1. Work with CRM users to ensure best practice is adhered to across the department and maximise fundraising performance.
2. Identify opportunities and apply insight and data analysis within the database to improve our income generation performance and opportunity.
3. Communicate and build relationships with external suppliers to inform the data strategy and database development and secure the smooth delivery of database services through the database.
4. Keep up to date with current database and legislative developments and consider how they should be applied at YAA.
5. Work collaboratively across Fundraising, Marketing, Admin and Finance to bring systems and data expertise to the launch of new fundraising or communications products, projects, systems or new ways of working.

Work with fundraising teams to develop reporting, analysis and data selections to support improved retention, income generation and ROI and put the supporter at the heart of data planning:
1. Be responsible for data profiling, segmentation and selections for fundraising and marketing activity to support increased income generation and supporter retention, ensuring data selections are planned and organised effectively across fundraising. Advise teams on selecting data, exclusions and undertake data selections.
2. Work with fundraising teams and external agencies to support the development of long term sustainable supporter journey planning.
3. Lead on fundraising data analysis and data quality in developing and implementing reporting tools, producing regular management information for performance management and campaign evaluation.
4. Create a library of reports and dashboards colleagues can self-serve in real time.
5. Provide relevant data to SMT and Trustee Board.

Maintenance of the database and ensuring data integrity:
1. Be responsible for technical maintenance of the database and liaising with suppliers to ensure integration with digital fundraising platforms as required and the automation, where possible, of importing high quality data.
2. Ensure data and income are reconciled between database and finance functions.
3. Ensuring data is secure, there are adequate back-ups and that data can be retrieved in the event of a system failure.
4. Oversee the import and export of data to and from external suppliers (in conjunction with Digital Marketing Manager as appropriate). Investigate and resolve anomalies, liaising with suppliers, third-party agencies, or colleagues
5. Manage the set-up, documentation and maintenance of coding structures on the database to ensure effective data selection, analysis and reporting across all fundraising.

Ensuring compliant use of data and the database:
1. Be an expert on relevant Data Protection legislation and Fundraising regulations and lead on this for Fundraising. Ensure the compliance with legislation and best practice. Raise the profile of data protection and data quality issues.
2. Audit the database regularly to ensure data is clean, accurate, archived in line with data retention policies and that users are following procedures for data entry and management.

Develop and implement a programme of training to support all database users to maximise the benefits the CRM brings:
1. Develop and deliver comprehensive induction and ongoing training and associated ‘How to’ documentation for users.
2. Develop, implement, communicate and regularly review database protocols and procedures ensuring they are up to date and being followed by staff.
3. Work closely with users to identify opportunities to improve processes and ways of working across YAA, including updating and maintaining internal user guides and process maps.
4. Provide technical support for users.

Staffing and Budget Management
1. Train staff and volunteers in the use of the data management systems.
2. To work closely with the finance team in ensuring fundraising income data is robust and meets all relevant financial management and reporting requirements.
3. To propose and monitor the CRM budget and manage the relationships with key suppliers to ensure value for money for YAA.

Knowledge & Skills Required;

Essential:
❖ Previous or current experience in a Database Management role
❖ Demonstrable record of success in working with CRM’s (YAA’s CRM is Beacon)
❖ Experience of data import protocols – extracting data and transforming it ready for import
❖ Experience of relationship building and management with various stakeholders internally and externally
❖ Proficient in MS Office, particularly Word, Excel, PowerQuery and Outlook
❖ Highly organised, meticulous with a thorough approach to work
❖ Ability to see projects through from start to finish, managing time and tasks effectively with a varied workload, including following up with colleagues and stakeholders
❖ Ability to multi-task and manage conflicting priorities
❖ Excellent interpersonal skills with the ability to communicate effectively both orally and in writing to a wide range of people
❖ Numerate and literate

Desirable:
❖ Experience of managing a CRM in a charity/fundraising role
❖ SQL skills
❖ Strong analytical skills and ability to consider the wider picture including future scenario planning
❖ Training skills

For further details on how to apply and for the full job pack, please visit our website.

Location: Westminster, London

Contract: Permanent, Part-time

Salary: £33,376 per annum for 32 hours per week over 4 days, based on an FTE salary of £41,720 per annum (NJC Scale Range 27–29) inclusive of London Weighting, pension and other benefits. 

Hours of work: This is a flexible role of 32 hours per week, over 4 days (8hrs per day)

Annual leave: 35 days including bank holidays / Statutory Holidays (pro-rata for part time)

Closing Date: Monday 10th August 2026

JOB PURPOSE

This is a pivotal role within The Passage’s Fundraising Team, created to help support the transformation of our supporter data systems and ensure we become a more data informed, insight driven organisation and fundraising team. You will be the main contact for the fundraising CRM working with the fundraising team and other teams within The Passage such as finance and IT to ensure the smooth running of all systems and processes.

As the dedicated data and CRM Manager for Fundraising and Communications, you will support colleagues with reporting, analysis, campaign set-up and selections, and data strategy. Your work will ensure our data is accurate, accessible, and GDPR-compliant, enabling smarter decision-making, improved supporter journeys, and to help grow income. You will also be working with the Marketing and Communications team to implement email soft opt-in for our supporters. This is a unique opportunity to shape how we use data to engage, retain, and grow our supporter base at a time of exciting change. 

MAIN DUTIES 

1. Fundraising CRM Project Leadership 

• Manage and maintain the current Salesforce system, ensuring it remains functional, accurate, and fit for the purposes of stewarding donors and maintaining accurate records of donations 

• Act as the day-to-day lead for the CRM system within the Fundraising and Communications team, ensuring it meets team needs and supports strategic goals. 

• Document workflows, integrations and processes to ensure the long-term sustainability and usability of the system for vital processes such as donation processing and gift aid 

• Work with IT and the fundraising team to evaluate onboard 3rd party platforms to support fundraising initiatives. Ensure any changes are approved with senior stakeholders and documented.

• Be a custodian of GDPR within the Fundraising team and be the main point of contact with The Passage’s Data protection lead and ensure all policies and procedures are up to date and in line with current fundraising regulations. 

2.CRM and Data Management 

• Work collaboratively with the IT team and procurement team as the fundraising representative to recommend improvements to the current CRM and any other related projects. 

• Maintain and improve the quality of supporter data through regular cleansing, deduplication, and tagging to ensure accuracy and GDPR compliance. 

• Ensure ongoing system performance and data integrity by embedding data hygiene routines and best practices. 

• Work with the Finance team to support integration between the CRM and finance systems for seamless donation and income reporting. 

• Working with data flows and setting up integrations, ensuring the system runs smoothly on an ongoing basis, making updates, troubleshooting issues whilst maintaining data consistency. 

• Work on system migrations and leading on maintaining proper process structures and documentation during those transitions. Keep track of installed packages, security keys, and their passwords and related administrative processes. 

• Be responsible for all data imports from our 3rd party platforms, ensure that data is uploaded in line with regular upload schedule in an accurate manner. 

• Work with the Marketing and Communications team to help implement soft opt-in 

• Manage one database volunteer to complete database tasks. 

3. Data Selections, Segmentation and Campaign Support 

• Collaborate with the Fundraising team to perform targeted data selections for appeals, newsletters, stewardship journeys, and events. 

• Develop and maintain segmentation structures and logic to support personalised supporter journeys and strategic targeting. 

• Work closely with the Marketing and Communications team to provide campaign-ready data for fundraising, advocacy, and engagement activities. 

4. Reporting and Insight 

• Design, build, and maintain dashboards and reports that provide real time insight into fundraising performance, donor behaviour and campaign results. 

• Create and deliver regular and ad hoc fundraising analysis to inform strategic decisions and performance tracking. 

• Proactively identify opportunities to improve donor retention, upgrade journeys and lifetime value through data driven insight. 

5. Cyber Security 

• Work closely with the IT team to manage security/GDPR of the Fundraising crm 

• Develop knowledge in this area and undertake training as required. 

6. Other Duties: 

• Provide ad-hoc administrative support to the Fundraising and Communications team. 

• Support and attend fundraising events as required. 

GENERAL RESPONSIBILITIES 

• Stay up to date on policies/news/regulations relating to the role 

• Work with the Supporter Engagement Officer on shared tasks and provide reports as required and troubleshoot any issues 

• Proactively flag any data integrity issues with Line Manager and help develop action plans as required. 

• Participate in internal/external meetings as required, and attend training events, conferences and other functions as necessary. 

• Participate in regular supervision and annual appraisal and help in identifying your own job-related development and training needs. 

• Ensure that all The Passage’s policies and procedures are adhered to and contribute to the effective implementation of The Passage’s Diversity and Equality Policy as it affects both The Passage and its work with vulnerable adults. 

• At all times, undertake your role in a professional manner maintaining a high-quality standard of work, and to always work in accordance with the aims, values and ethos of The Passage and uphold standards expected by The Fundraising Regulator 

• Undertake any other duties that may be required which are commensurate with the role. 

• In conjunction with your Line Manager, continuously develop the role to ensure that all tasks are being undertaken in an effective and appropriate manner which meets the strategic aims and objectives of The Passage. 

Note: This Job Description summarises the main responsibilities of the role at the time of writing. As the organisation and digital activity continue to develop, the role may evolve in consultation with the postholder. 

Person Specification:   

This person specification sets out the essential abilities and qualities which are used in the selection criteria for the post. When completing your supporting statement please address criteria E1 to E10 and K1 to K9, giving evidence of your experience and abilities and demonstrating your understanding and knowledge.

EXPERIENCE 

E1 Experience of using a database to accurately enter and manage data

E2 High level skills related to data management and handling

E3 Working extensively with Fundraising CRM system

E4 Implementing policies and procedures

E5 Running reports and analysing data.

E6 Understanding of data protection and GDPR principles

E7 Working with Salesforce, ideally with Administrator certification. (Desirable)

E8 Experience supporting or leading database/system improvement projects, including implementation or migration (Desirable)

E9 Experience of onboarding 3rd party platforms with GDPR compliance and collaboration with IT

E10 Experience of working in the charity sector (Desirable) 

KNOWLEDGE 

K1 Ability to prioritise and organisational skills, remaining calm under pressure

K2 Team working skills with a positive and collaborative approach.

K3 Interpersonal and communication skills, both verbal and written.

K4 Standards and procedures for payment card processing, electronic payments (e.g. BACS, bank transfers), banking and handling cash securely.

K5 Individual giving and/or other types of fundraising.

K6 Up to date knowledge of GDPR compliance and soft opt-in

K7 Relevant regulations, legislation and professional codes of practice.

K8 IT proficiency, especially Excel, Word and Outlook. 

We are delighted to have a newly created 18 Month Fixed Term opportunity for a Planning and Insight Officer to join our new Strategy, Planning and Impact team here at RBL.

This new team is responsible for shaping, evolving and delivering our organisations strategy for achieving our vision, mission and outcomes. It is an exciting time to join us as we work collectively as an organisation on our new 10 year strategy and continue to work to support our Armed Forces community now and into the future.

Reporting directly to our new Director: Strategy, Planning and Insight, this role will see you supporting organisational planning, performance insight and evidence-based decision-making across the function. You will bring together planning, operational and performance information from multiple sources, interpret what the data is indicating, identify risks, trends and areas for improvement, and translate findings into clear reporting outputs that inform management action.

This role requires judgement in assessing incomplete or inconsistent information, determining appropriate follow-up with stakeholders, and presenting analysis in a clear, accessible and meaningful way for colleagues and managers at different levels. You will work collaboratively with colleagues across the organisation to promote engagement, maintain momentum and support the successful delivery of programme objectives.

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.

You will have experience in supporting planning, reporting, governance or performance management processes and be able to analyse management information, data and outputs to identify trends, risks and insights. You will be a confident user of the Microsoft Office suite with the ability to manipulate and present information clearly, both in reports and in person to stakeholders at varying levels.

You will be contracted to our 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.

Should you wish to explore a homebased contract with occasional travel to our London, Haig House, we are very open to this discussion during the interview process. Please note that any homebased contract will not have the additional London Supplement (£4,452 per annum) included in the annual salary.

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
- Enhanced paid maternity, paternity and adoption leave
- Generous pension contributions, with Employer contributions ranging from 6% to 10%
- 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 the Job Description attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.

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.

As part of our commitment to inclusion, we offer interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.

Planned Interview Dates:     Virtual interviews 20th and 21st July 2026

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.

Responsible to: Prospect Research Team Manager
Based: Hybrid - The Grange, Saunderton, Princes Risborough OR BWC, Bielby, York
Contract: Fixed term for 12 months

We're looking for a Prospect Research Manager to join our Prospect Research Team. 

This is an exciting opportunity to help grow our high-value fundraising by supporting our Philanthropy, Trusts & Foundations and Corporate Partnerships teams. As part of the Prospect Research Team, you'll provide the research and insight that helps colleagues identify new opportunities, build meaningful relationships and make informed fundraising decisions. 

You'll play an important role in identifying new funding opportunities and providing the insight that helps colleagues build successful relationships with donors, trusts, foundations and corporate partners. Through high-quality research and analysis, you'll help fundraisers to understand who is most likely to support our work, enabling them to make informed decisions and deliver personalised stewardship. 

Working closely with colleagues across the High Value teams, you'll ensure our fundraising activity is informed by evidence, delivered ethically and supported by accurate data. You'll also help us develop and grow a strong prospect pipeline that will support our fundraising ambitions for years to come. 

What you'll be doing

• Prospect research and identification
• Insight and analysis
• Pipeline development
• Ethical fundraising and data management
• Supporting Fundraising Teams

The full job description is available to download below or on our website.

Benefits

• Employee Assistance Programme
• Death in Service Payment
• Annual leave enhancements recognising long service 
• Day off for your birthday 
• Defined contribution group personal pension plan 
• Enhanced sick pay 
• Enhanced maternity, paternity and adoption pay 
• Eye care 
• Hearing tests 
• Learning and Development opportunities 
• Discounts on merchandise at Hearing Dog gift shops 
• Pet Dog Policy

 For more information and to apply, please visit our website via the ‘apply’ button.

Closing date: 7th August 2026.

Please note: This post is exempt from the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 due to its duties involving the protection of children and/or adults at risk. Applicants are therefore required to disclose all spent and unspent convictions, cautions, warnings, and reprimands, as well as any relevant non-conviction information. The successful candidate will be required to undertake a Disclosure and Barring Service (DBS) check in accordance with the Police Act 1997 (Part V). 

National charity, Hearing Dogs for Deaf People, trains dogs to transform the lives of deaf people and provides hearing loss services – because nobody with hearing loss should feel alone.

The role focuses on building and maintaining strong relationships with partner organisations, supporting firms throughout their participation in the Suicide Prevention Action Lab (SPAL) programme, and ensuring they remain motivated, accountable, and on track to deliver their commitments.

We’re bringing together six representatives from financial services firms to explore ways to improve support for customers experiencing suicidality. The Partnerships Officer will play a key role in supporting the delivery of the SPAL, working closely with participating firms to assist them in developing, testing, and implementing practical changes to help prevent suicidality. 

The Partnerships Officer will manage relationships with multiple firms simultaneously, each at a different stage in their journey to testing and embedding new and improved approaches to identifying and supporting customers experiencing or at risk of suicidality. Success in the role requires excellent organisation, persistence, and relationship management skills, alongside the ability to understand the challenges and competing demands faced by participating firms and to support them in maintaining momentum and delivering results.

This is an excellent opportunity for someone looking to develop their skills in partnership management, stakeholder engagement and influencing change within organisations. The role offers significant autonomy and responsibility, with opportunities to build expertise, lead stakeholder relationships, and contribute directly to the SPAL’s growth and impact.

While the role will predominantly focus on the SPAL, the postholder will also contribute to the continued development of the wider Action Labs research-to-impact offer.

Key tasks in the role will include:

• Acting as the primary day-to-day contact for participating firms, building strong and productive relationships throughout their involvement in the SPAL. Coordinating and supporting consultancy and coaching meetings with participating firms.
• Developing and maintaining a strong working knowledge of emerging Action Lab research insights. Applying research insights in discussions with firms, supporting them in translating evidence into new or improved tools, processes and communications.
• Supporting a portfolio of firm representatives simultaneously, ensuring each remains engaged, motivated and on track to deliver against agreed objectives and milestones.
• Developing a strong understanding of participating firms' priorities, pressures and operational realities, using this insight to provide effective support.
• Building and maintaining relationships with external stakeholders beyond participating firms, and developing strong internal relationships, proactively sharing insights and intelligence from Action Labs to maximise our organisational impact.
• Identifying opportunities to raise the profile of the Action Lab research-to-impact model, including relevant conferences, speaking opportunities and awards.