Engagement systems manager jobs

About Medair UK 

Medair is a Christian humanitarian organisation that responds to conflict, disease, and disaster so that the world’s most vulnerable and hard-to reach people can live with dignity and hope. Medair UK is an affiliate of the Swiss-based humanitarian organisation, Medair International.   

Together, we work in some of the world's most remote and challenging environments. In 2025, despite significant pressures across the humanitarian sector, Medair supported more than 3.6 million people across 13 countries through life-saving health, nutrition, water, sanitation, shelter and cash assistance programmes. From responding to cholera outbreaks in South Sudan and supporting communities affected by conflict in Sudan, DR Congo and Lebanon, to delivering emergency relief following natural disasters in Madagascar and Myanmar, our teams continued to reach people in greatest need with compassion, professionalism and perseverance. 

About the Role/Role and Responsibilities 

An excellent opportunity has arisen to join the Medair UK team as we are seeking a part-time Head of Operations. The post holder will provide strategic leadership and operational oversight of Medair UK's finance, HR, IT and governance functions, ensuring robust systems, effective controls, and compliance with all legal and regulatory requirements. They will support the Medair UK Director and Board of Trustees to ensure effective governance and management of the charity in accordance with best practice and ensure a sustainable operational platform is in place to support all Medair UK’s functions. The Head of Operations will contribute to organisational strategy, culture and decision-making, while also taking a practical and proactive role in the day-to-day delivery of operational activities. They will help lead, support and develop the culture of Medair UK, promoting its values and Christian-distinctiveness internally and externally. 

About you 

You will be a highly organised and experienced, strategic and hands-on operational leader who can provide strong oversight of finance, governance, HR, IT and office management within a growing charity. You will have significant experience in financial and operational management, with a sound understanding of charity finance, governance and regulatory compliance and UK employment law. You will be an effective people manager and leader, with strong communication, planning and problem-solving skills. You will be adaptable, able to manage multiple priorities, work to deadlines, and demonstrate a genuine commitment to Medair’s Christian values, mission and humanitarian purpose. 

Key Activity Areas 

Financial Management and Reporting 

• Lead the charity’s financial management, ensuring accurate records, robust controls and effective financial processes.

• Oversee budgeting, forecasting and cash flow management, in collaboration with the Director to support strategic planning and financial sustainability.

• Manage reserves and organisational funds, ensuring effective stewardship, appropriate cost recovery, timely grant transfers and compliance with donor and regulatory requirements. 

• Prepare timely and accurate monthly management accounts, financial reports and performance analysis to support informed decision-making.

• Lead the production of statutory accounts and manage the annual external audit process.

• Ensure compliance and best practice with regard to legal and other regulatory bodies, including data protection and the timely submission of accounts and other returns. 

Human Resource Management 

• Lead and oversee all HR operations, including the recruitment, onboarding and retention of staff and volunteers.

• Ensure compliance with employment legislation and organisational policies through effective management and administration of contracts, HR records, payroll, pensions and employee benefits. 

• Manage employee lifecycle processes, including inductions, appraisals, performance reviews and professional development planning.

• Maintain accurate HR records and oversee attendance, leave, sickness and other employee-related processes in line with organisational policies. 

Leadership, Governance and Organisational Development 

• Lead organisational operational planning and risk management, ensuring Medair UK has the systems, processes and resources required to deliver its strategic objectives. 

• Maintain the corporate risk register and support the Board with governance, compliance and reporting requirements. 

• Support the Director and Board of Trustees through the provision of financial, operational and governance advice, contributing to organisational effectiveness and long-term sustainability. 

• Own the organisation’s policy framework, maintaining the policy register and ensuring the timely revision, review and compliance of all policies. 

• Foster a healthy organisational culture that reflects Medair's Christian values and supports staff wellbeing, engagement and development. 

IT & Office Management  

• Oversee the IT infrastructure, managing the procurement, installation and ongoing maintenance of IT hardware, systems and software liaising with the IT department at the Medair International Global Support Office (GSO) in Switzerland as appropriate. 

• Lead the development, administration and optimisation of Salesforce , other fundraising platforms and related system integrations to support fundraising, donor engagement and organisational objectives, liaising with the IT department in GSOSwitzerland as appropriate.

• Manage the Salesforce system configuration, enhancements, user access and upgrades, ensuring the platform remains effective and reliable. 

• Drive the continuous improvement of Salesforce systems, processes and data management practices, ensuring high standards of data quality, security and operational efficiency.Implement system enhancements, streamline processes and carry out regular data quality, integrity and cleansing checks to ensure accurate, consistant and reliable data. 

• Provide training, guidance and user support on Salesforce and Campaign Monitor to maximise staff capability and system adoption. 

• Ensure a fully functioning office base which enables Medair UK to deliver its operational activities in the most efficient and effective manner. 

Tasks common to all staff  

• Act as an ambassador for Medair UK at all times when liaising externally and internally 

• Ensure consistent implementation of the Medair brand across all relevant activities 

• Record information as necessary and comply at all times with requirements for handling personal / sensitive data 

Qualifications - DESIRABLE 

• Vocational qualification in business or financial management / administration desirable 

Languages 

• Excellent English (spoken and written). 

Experience / Competencies – ESSENTIAL 

• Significant experience in financial and office administration

• Understanding of UK finance and governance and employment law 

• Proficient in finance packages, ideally Quickbooks 

• Proficient in fundraising or other database(s), ideally Salesforce and Campaign Monitor

• Experience of Microsoft Office solutions, with proficiency in Excel, Word, Internet and email use. 

• Effective people manager and strong leadership skills 

• Ability to handle a wide and varied workload, with tight deadlines and competing priorities. 

• Capable planner, problem-solver and clear communicator.

• Inspired by and in full agreement with Medair’s Christian values and ethos 

• Willing to contribute to the spiritual life of the team including prayer meetings 

• Willingness to be flexible in terms of hours worked at occasional, but inevitable moments of crisis 

Experience / Competencies – DESIRABLE 

• Experience of charity leadership and governance 

• Experience in relief / development work 

• Understanding of Humanitarian Issues 

Salary: £47,000 - £52,000 

Closing date: Wednesday 12th August, 5pm. Interviews to be held on Wednesday 2nd or Thursday 3rd September. 

Workplace:Medair UK office is based in Kennington, London. There is possibility to adopt hybrid working, but with a minimum of 2 days/wk in the office. 

Contract Details: Part-Time (3 days 0.6 FTE), permanent 

Direct Reports: Operations Support Officer 

Only those eligible to work in the UK can apply. 

NOTE: In order to maintain the organisation’s Christian ethos, there is a genuine occupational requirement for the holder of this Medair UK position to be a committed Christian. 

Department: Fundraising, Marketing & Communications

Reports to: Director of Fundraising & Communications

Work Pattern: Full Time (35 hours per week)

Location: Hybrid working (3 days in office Aylesbury, Bucks)

Salary: £35,000-£39,000

Are you a creative, data-driven marketer who wants to make a lasting difference?

Calibre Audio is looking for an ambitious Marketing & Communications Manager to grow our reach, strengthen our brand and help more people discover the life-changing power of audiobooks.

This is an exciting opportunity to lead multi-channel marketing and communications campaigns that drive awareness, membership growth and supporter engagement. You'll combine strategic thinking with hands-on delivery, using insight and innovation to expand our audience, improve supporter journeys and position Calibre Audio as the UK's leading audiobook charity.

What you'll do

• Develop and deliver integrated marketing and communications strategies that support organisational growth.
• Lead impactful campaigns across digital, social, email, paid media and partnerships to attract, engage and retain audiences.
• Grow Calibre Audio's brand awareness and social media presence.
• Manage and optimise digital performance, including Google Ad Grants, paid advertising and conversion activity.
• Use data, testing and insights to improve campaign effectiveness and reduce acquisition costs.
• Enhance member and supporter journeys, increasing engagement, satisfaction and retention.
• Oversee accessible communications, content and email marketing programmes.
• Develop ambassador and advocacy initiatives that bring member stories to life.
• Work collaboratively across teams to align marketing activity with fundraising and organisational goals.
• Provide insight, reporting and recommendations to senior leadership.

About you

You'll be a confident and proactive marketing professional with experience delivering successful multi-channel campaigns and using data to drive results. You will bring:

• Proven marketing and communications experience, ideally within the charity sector.
• Strong digital marketing skills across social media, email and paid channels.
• Excellent communication, planning and project management abilities.
• Experience managing budgets and measuring return on investment.
• Knowledge of marketing platforms, CRM systems and analytics tools.
• A passion for accessibility, inclusion and creating meaningful audience experiences.

Why join us?

At Calibre Audio, you'll be part of a values-driven organisation dedicated to making reading accessible for everyone. In return, we offer:

• 30 days annual leave, plus a Christmas closure day
• Matched pension contributions up to 5%
• Medical Cash Plan
• Life Assurance (2x salary)
• Employee Assistance Programme
• Retail discounts and rewards scheme
• Ongoing learning and development opportunities
• A supportive, inclusive culture
• Free on-site parking

Join us and help transform lives through the power of accessible reading.

In addition to the around 40 young people we see every day out our centre, New Horizon provides the only youth-specific street outreach service to young people facing homelessness in London. We use our extensive housing expertise to place young people who are currently or at risk of rough sleeping into accommodation that is appropriate and safe, whilst encouraging them to access the day centre to benefit from the wide range of services we offer. This role will involve regular street outreach shifts (early mornings and late evenings) across London, aswell as supporting young people at the day centre. The role works as part of our wider Rough Sleeping team, developing a best practice approach to supporting young rough sleepers and those who are hidden homeless.

Key details

• Contract type and hours: full-time 35 hours a week, fixed-term contract for 12 months.

• Starting salary: £32,136.00 (scale £32,136 - £35,778)

• Location: New Horizon Youth Centre, 68 Chalton Street, London, NW1 1JR

• Application deadline:9am, Monday 24 August

• How to apply: complete our application form below, submit your CV and write a 2 page cover letter/supporting statement. Please don't include your name or address in your CV or cover letter.

Key objectives:

• To contribute to the delivery of the NHYC street outreach service, delivering a holistic service to young people who are street homeless, enabling them to move on to independence.

• To build and maintain a network of external partnerships with services supporting those impacted by rough sleeping.

• To enable delivery of a trauma-informed service to young people.

• To support delivery of NHYC’s rough sleeping prevention strategy and best practice youth-specific outreach services.

Reporting to: Head of Services - Rough Sleeping and Services Manager (Outreach)

Main tasks and responsibilities

Young people services

Providing comprehensive support through 1-1 and small group work with young people sleeping rough. This will include:

1. Working within the Rough Sleeping team to ensure young people receive a high-quality service from the point of registration to move-on.

2. Carrying out at least two street-based outreach shifts each week (early morning and late evening required).

3. Carrying out housing assessments with young people and referring them into appropriate accommodation.

4. Managing a transitional case load of young people and helping them move forward and access appropriate services.

5. Working in partnership with the Outreach Team and other external teams, such as commissioned street outreach services, mental health, and substance misuse services.

6. Providing expert coaching and guidance to young people and monitoring and evaluating their progress.

7. Continued use of feedback and showing a commitment to a service that is sensitive and responsive to young people’s needs, including:

   · Completing registrations, outcomes assessments, risk assessments and action plans with young people.

   · Ensuring that all relevant work is recorded on the New Horizon database system and Chain database.

   · Ensuring risk management and assessment procedures are followed.

   Delivering advocacy and referrals to appropriate services, including making internal referrals

8. Contributing to the management and development of the team and day centre, including attending daily handovers, ensuring that Health and Safety issues are addressed at all times, attending Reflective Practice and team meetings.

9. Taking a hands-on approach to working with young people

10. Participating in the training and supervision of new staff, volunteers, students and locum workers and actively promoting a learning and development environment.

Networking and Liasion

To proactively liaise, communicate and negotiate with internal specialists and external agencies. This will include:

1. Seeking out and responding to opportunities with external partners who might offer resources, funding, or individual services relevant to young people’s needs e.g, Local Authorities, Social Services, Community Psychiatric Services, DWP, drugs and alcohol support, and other voluntary agencies.

2. Promoting and representing New Horizon Youth Centre at relevant forums and meetings.

Information management

To produce and maintain accurate and useful information in a range of formats in order to promote effective service delivery and evaluation. This will include:

1. Producing written reports in a variety of formats to meet the requirements of New Horizon, external service providers and funders, e.g., project reviews and assessment reports.

2. Inputting and extracting information from client monitoring systems other accounting and database systems. Utilising other relevant software for the production of correspondence and reports.

3. Being self-servicing in day-to-day administration and following team and NHYC’s administrative procedures.

Reviewing personal and professional development needs

To be proactive in reviewing and evaluating own performance and identifying and acting upon areas for improvement. This will include:

1. Continuously reviewing own working practices in line with feedback and current best practice.

2. Taking a proactive approach to supervision and attending clinical supervision, weekly team meetings as well as line management supervision every 4-6 weeks.

3. Reviewing and evaluating own performance to identify strengths and areas for development.

4. Undertaking development and training opportunities and being responsible for obtaining maximum benefit through review, reflection, and practice.

Other

To contribute positively and constructively to the development of the teams, service and NHYC. This will include:

1. Covering for other members of the team where necessary.

2. Following NHYC’s policies, procedures and performance expectations in all functions of the post.

3. Undertaking as required any other duties compatible with the level and nature of the post and/or reasonably required by the Service Managers, Head of Services or Leadership Team.

ABOUT US

We are SPEAR, a charity working tirelessly to end homelessness across South West London and beyond. We believe homelessness should be rare, brief, and non-recurring, and we work every day to make that a reality. Our services include street outreach, assessment hubs, supported accommodation, and tenancy support, helping people move off the streets and into safe, secure housing. We take a person-centred, trauma-informed approach, building trust and supporting people to achieve long-term stability and independence. You will be part of a passionate, skilled team dedicated to ending homelessness. We offer a supportive environment where you can grow your career while making a meaningful impact.

Help lead a high-quality supported housing service and make a real difference to the lives of people experiencing homelessness. Join SPEAR as our Hostel Manager and play a key role in supporting residents to achieve stability and move towards independent living.

THE ROLE

We are looking for an experienced and motivated manager to lead a 14-bed, 24-hour supported hostel service in Richmond. You will oversee the day-to-day running of the service, ensuring it operates safely, effectively, and in line with SPEAR’s values, while delivering high-quality, trauma-informed support to residents with complex needs.

This is a practical leadership role where you will:

- Lead and manage a team, including a Team Leader and Support Workers
- Ensure safe staffing levels and effective rota management
- Oversee safeguarding, risk management, and incident response
- Drive high standards of service delivery and resident support
- Build strong relationships with local authorities and partner agencies
- Ensure compliance with health and safety, including fire safety and building standards
- Support residents to progress towards independence and move-on opportunities

You will combine operational leadership, staff management, and service development to create a safe, respectful, and recovery-focused environment.

ABOUT YOU

We are looking for someone who:

- Has experience working with people experiencing homelessness or complex needs
- Has managed or supervised staff in a supported housing, hostel, or similar setting
- Has strong knowledge of safeguarding, risk assessment, and trauma-informed practice
- Can lead and motivate a team in a fast-paced environment
- Is confident managing complex and high-risk situations
- Has excellent communication and organisational skills

YOUR BENEFITS

- Generous holiday – 26 days plus public holidays, rising to 31 days with length of service
- Wellbeing & EAP – 24/7 Employee Assistance Programme with free counselling, money and legal advice
- Health support – Occupational health service and free annual eye test (with contribution towards glasses if required)
- Cycle to Work – Save on a new bike and accessories through salary sacrifice
- Season ticket loan – Interest-free loan for annual travel passes
- Moving house day – Extra day’s leave when you move home
- Financial security – Life assurance (4x salary) and interest-free emergency staff loan
- Family-friendly policies – Enhanced maternity and adoption pay, plus flexible working options
- Career development – Ongoing training, learning and progression opportunities
- Blue Light Card – Discounts across a wide range of shops, restaurants and services

Shortlisting Date: 7th August

Vacancy Closing Date: 5th Aug

First Interviews W/C: 12th, 13th and 14th August

Second Interviews W/C: 19th, 20th and 21st Aug

Want to know more about the role? Read the full Job Description now!

About Brum Unitarians

Brum Unitarians, in central Birmingham, is a growing and genuinely inclusive community in the Unitarian tradition of rational inquiry, freedom of belief and ethical action.

Our vision is to develop into a thriving community hub hosting a wide range of activities, including talks, music/dance events, death cafés, social justice events, a community choir and collaborative projects with local organisations. We are seeking someone who shares this vision and has the project management skills to help make it a reality.

The role combines project management, operations, administration, compliance and income generation, helping to strengthen our sustainability and enabling community growth.

Job Purpose

To support and grow Brum Unitarians through operational management, project delivery, administration, compliance and revenue generation. You will agree quarterly priorities with trustees, with early focus on increasing revenue, improving operational systems and supporting greater use of our building. Once these foundations are laid there will be a growing emphasis on managing community projects and initiatives.

You will oversee the day-to-day operation of our building (large hall, small hall, office, foyer and outdoor space), ensuring an excellent experience for hirers, compliance with relevant requirements and effective use of the premises. The role is partly site-based, with flexibility for some remote working. Some local travel required.

You will work alongside our Children's Lead and Social Media & Communications Lead, liaise with the district buildings consultant, and report to the managing trustees.

Job KPIs

• Meet or exceed revenue targets.

• Establish and grow a successful programme of community events.

• Develop effective systems that reduce trustee involvement in operational matters.

• Recruit and maintain an active volunteer team.

• Achieve positive feedback from hirers, volunteers and partners.

Key Responsibilities

Community Partnerships & Projects

• Lead the planning and delivery of community projects and partnerships.

• Build relationships with community, voluntary, faith and public sector organisations.

• Develop collaborative events and initiatives.

• Identify grant funding opportunities and support funding applications.

• Promote inclusive community use of the building.

• Represent Brum Unitarians at appropriate local meetings and forums.

Marketing & Income Generation

• Promote the building for hire through the website, social media, advertising and online booking systems.

• Build relationships with organisations and businesses to increase venue use.

• Identify opportunities to diversify income through hires, donations and grants.

Volunteer Coordination

• Recruit, induct and support volunteers.

• Develop clear volunteer roles for community activities and venue operations.

• Maintain volunteer records, training and safeguarding requirements.

• Foster a positive and inclusive volunteer culture.

Building Operations

• Ensure the building is safe, welcoming and well maintained.

• Oversee compliance with health and safety, safeguarding and other regulatory requirements.

• Maintain equipment inventories and coordinate repairs with district buildings consultant.

• Arrange room layouts and oversee opening and closing of the building where required.

• Liaise with cleaning contractors.

Customer Service & Lettings

• Act as main contact for bookings and enquiries.

• Manage bookings, scheduling and administration using booking and invoicing systems.

• Support hirers before, during and after bookings.

• Maintain high customer service standards and resolve issues promptly.

Administration & Reporting

• Maintain records of bookings, income, building use and project data.

• Prepare reports for trustees and funders where required.

• Support policies, procedures and compliance.

• Monitor performance and recommend improvements.

General

• Undertake other duties consistent with the role.

• Work flexibly, including occasional evenings and weekends.

Person Specification

You will bring strong project management and organisational skills, enabling us to deliver creative, values-led community projects while ensuring our operations remain efficient, compliant and financially sustainable.

You may not have experience in every aspect of the role, but you will have strong transferable skills, enthusiasm for a growing organisation and the confidence to learn new areas as needed.

Essential Criteria

Experience

• Delivering events, coordinating community facilities or providing customer-facing services.

• Working towards financial, attendance or organisational targets.

• Delivering excellent customer service.

• Working with staff and/or volunteers.

Skills & Knowledge

• Strong organisational and time management skills.

• Ability to manage multiple priorities independently.

• Sound judgement in assessing and managing projects.

• Excellent interpersonal, written and telephone communication skills.

• Good IT skills, including email, spreadsheets and booking systems.

• Understanding of health and safety responsibilities.

Personal Attributes

• Proactive and self-motivated.

• Collaborative and community-minded.

• Friendly and approachable.

• Practical problem-solver.

• Flexible, including occasional evening and weekend working.

Desirable Criteria

• Marketing or venue promotion experience.

• Entrepreneurial experience or experience developing new projects.

• Knowledge of Birmingham's voluntary and community sector.

• Facilities or premises management experience.

• Safeguarding and regulatory compliance knowledge.

• Experience in a small charity or community organisation.

• Fundraising or grant application experience.

• Grant reporting experience.

• Experience using booking or scheduling systems.

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. 

This is a new role to stabilise, diversify and grow income in a financially constrained environment, reducing reliance on statutory funding, increasing unrestricted income, and strengthening Catalyst Support’s credibility with all sources of non statutory funding, including trusts, foundations, corporates, individuals and communities. The postholder holds clear accountability for income performance, return on investment and risk management, and plays a critical role in the organisation’s financial recovery and long-term sustainability. The role is designed as a strategic investment, with the expectation that income generated will move the function towards break-even and net contribution over time, supported by clear targets and Board oversight.

Key Responsibilities

Leadership & Income Delivery

• Lead and deliver a multi-year income and engagement strategy covering trusts and foundations, corporate partnerships, major donors, community fundraising and individual giving.
• Take ownership of income targets, pipelines and forecasts, including break-even requirements and risk exposure.
• Actively manage income risk, developing scenario plans and mitigation actions where delivery falls below expectation.
• Work with the Executive and Senior Leadership Teams to align income activity with organisational strategy and service priorities.

Funding Applications & Grant Management

• Provide strategic oversight, delivery and quality assurance of all high-value bids, tenders and funding applications.
• Ensure bids are evidence-led, outcome-focused, accurately costed and aligned to service capacity.
• Taking direct responsibility for bid and tender preparation and submission.
• Maintain strong relationships with funders, and foundations, ensuring compliance with reporting requirements and effective stewardship.
• Maintain strong relationships with funders, and foundations, ensuring compliance with reporting requirements and effective stewardship.
• Contribute approximately 20% of working time towards partner applications and collaborative projects with key partners, supporting joint funding and shared objectives.

Communications, Marketing & Engagement

• Lead communications and engagement functions to directly support income generation, funder confidence and organisational reputation.
• Ensure all external messaging demonstrates impact, value for money and strategic coherence.
• Grow individual giving, community fundraising and supporter engagement where there is clear return on investment.
• Oversee brand consistency and visibility across digital and offline channels.

Internal Collaboration & Income Culture

• Work closely with service and enabling teams to strengthen funding evidence, case studies and impact data.
• Build organisational understanding that income generation is a shared responsibility.
• Working with services and enabling teams to develop compelling cases for support.
• Equip teams with clarity on how funding, impact and delivery are connected.

Performance, Impact & Governance

• Establish and monitor KPIs covering income performance, ROI, cost-per-£ raised, engagement metrics and pipeline health.
• Report regularly to the Executive team and Trustees, providing transparent assessment of progress, risks and corrective action.
• Support Board assurance through disciplined performance monitoring and review points.

Team Leadership

• Provide line management, development and performance oversight for income generation and communications staff. Head of Income Generation Feb 2026
• Recruit, develop and retain high-quality team capability aligned to organisational needs.

Leadership Contribution

• Contribute as a senior operational leader to organisational planning, change and continuous improvement.
• Work closely with the Director of Services on future service design, positioning and sustainability.
• Undertake other duties appropriate to the seniority of the role and Catalyst Support’s mission.
• Strengthen partnership development with Mary Frances Trust to enhance county-wide support, with particular emphasis on provision for mental health services across both East and West regions.

Person Specification

Essential Experience

• Proven experience securing trust, grant and philanthropic income at scale, with clear evidence of income conversion and delivery.
• Track record of leading income strategies that generate net financial contribution, including roles where income targets were explicitly expected to cover or exceed post costs or programme investment.
• Experience operating in financially constrained, recovery-focused or turnaround environments, with responsibility for balancing income ambition against organisational risk.
• Experience of Board-level reporting, accountability and scrutiny, including transparent reporting of income performance against targets.
• Demonstrated ability to build senior relationships with funders, partners and individuals that translate into sustained or repeat income.

Desirable Experience

• Experience in mental health, wellbeing or community services.
• Experience overseeing communications and marketing functions.
• Experience operating within multi-stream or system-based service environments.

Skills & Competencies

• Commercially and financially astute.
• Strong analytical, forecasting and risk-management capability, including income pipeline assessment and contribution modelling.
• Confident influencer with credibility at senior and external levels. • Strategic thinker with a strong bias towards delivery, outcomes and financial impact.
• Resilient, solutions-focused and adaptable in high-pressure, performance-driven environments.

Values & Behaviours

• Commitment to Catalyst Support’s values: Kindness, Integrity and Commitment.
• Collaborative, inclusive and trauma-informed approach.
• Commitment to equality, diversity and lived-experience leadership

Equal Opportunities Statement

We acknowledge the unique contribution that all Catalyst employees, volunteers and clients can bring to our organisation in terms of their culture, race, gender, sexual orientation, gender reassignment, marital status, nationality, age, religion or belief and any physical disability or history of mental health or additional problems.

We are looking for a Communications and Digital Campaigns Coordinator/Lead to work with Feeding Liverpool’s Food Alliance partners and staff team to increase the reach and collective impact of our work through communications, digital campaigns and storytelling.

The role will enable the food alliance in Liverpool to embrace and promote the voices and perspectives of Liverpool’s communities and partners - an essential step in creating a more equitable food system for everybody in the city.

We are open to hearing from candidates with diverse experiences about their ideas detailing how they would take this work forward.

This is an exciting time to join our organisation. We have a creative and dynamic staff team, a strong trustee board and a fantastically committed group of partners and member organisations. Furthermore, Liverpool’s Food Alliance is about to launch phase two of the city’s Good Food Plan, setting out our vision for the future of the partnership and the city. Liverpool is full of inspirational people who are active in building a city where everybody has access to good food.

Our work is led by their voices; therefore it is essential that the successful candidate is able to work collaboratively within our city-wide partnership. It is equally important that the post-holder is able to develop relationships within national networks, seeking inspiration and guidance from other parts of the country, to support Feeding Liverpool’s role in leading the Good Food Plan, and to act as a conduit for resources and inform work in Liverpool.

We have developed a detailed job description and person specification, which outlines the character and competencies needed for the role. We would refer potential candidates to our website for stories, reports and strategies that outline our approach.

The Communications and Digital Campaigns Coordinator/Lead will need to be hands-on and active within our communities. Feeding Liverpool aims to work flexibly with employees, and there will be the opportunity to work from home. However, given the nature of the role it is important that you will be able to commute to the office in Liverpool City Centre, and meetings across the city, on a regular basis.

Main Purpose of the Role

● To increase the reach, visibility and influence of Feeding Liverpool and the Good Food Plan, through strategic communications and integrated digital campaigns that engage key audiences and stakeholders.

● To ensure values-led storytelling across all channels, translating activity and impact into clear narratives that strengthen understanding, support and action.

● To drive engagement and demonstrate impact, using data, insights and partner collaboration to mobilise communities and evidence progress against shared goals.

Key Responsibilities

General Responsibilities

● Lead and deliver Feeding Liverpool’s communications and digital engagement to amplify the Good Food Plan, demonstrate impact, share resources, and strengthen collaboration.

● Work with partners across the Liverpool Food Alliance to amplify their activity, messaging and contributions to achieving shared goals.

● Develop and deliver communications strategies and campaign plans that are aligned with the Good Food Plan.

● Manage and develop Feeding Liverpool's digital presence through the effective use of content management systems, search engine optimisation (SEO) and digital communications best practice.

● Support the promotion of Feeding Liverpool’s programme of events, including pre- and post-event communications and engagement.

● To support the fundraising efforts of the organisation.

Copywriting and Content Creation

● Lead the creation of clear, engaging and accessible written content for a range of audiences and platforms.

● Create digital assets and marketing materials for social media, websites, reports, presentations and campaigns.

● Produce content including (but not limited to): case studies, reports, newsletters, website content, social media content, quotes, speeches, and campaign materials.

● Lead the creation of high-quality visual content, including photography, videography and short-form video content, to support Feeding Liverpool's communications, campaigns and events.

● Plan, film, edit and publish engaging multimedia content across digital channels, ensuring content is accessible, inclusive and aligned with organisational brand guidelines.

Media and PR

● Develop and maintain positive relationships with local, regional and sector media

● Identify opportunities to generate media coverage and proactively place stories

● Produce press releases, media briefings and other content for external publication

● Support the management of effective and timely communications

● Ensure consistent messaging across media and public-facing communications

Website

● Lead the development, maintenance and ongoing improvement of Feeding Liverpool’s website and the Good Food Plan digital presence

● Create and curate website content, working with team members and partners as required

● Regularly update key resources, including online maps, directories and information pages

Digital Campaigns

● Create and deliver digital campaigns that build narrative around key issues, initiatives and policy interventions to support the development of a fairer, healthier local food system.

● Utilise Feeding Liverpool’s digital platforms to build and maintain momentum on campaign issues through supporter mobilisation.

● Gather stories and insights from communities and partners across the network to inform communications.

● Identify and respond to political, social and media developments through timely, engaging communications and campaigns.

Monitoring and Analysis

● Monitor, analyse and report on website and social media performance, using insights to inform content planning and audience engagement strategies.

● Gather and analyse data that contributes to the monitoring of specific projects, initiatives and commissioned work.

● Lead the development of Feeding Liverpool’s annual impact report and individual project reports that demonstrate progress against the Good Food Plan.

Role Overview

The Assistant Finance Manager supports the Deputy CEO in delivering a high-quality finance function. This role is integral to the day-to-day financial operations of the business, contributing to financial control, reporting, and analysis.  The role also involves supervising junior finance staff and deputising for the Deputy CEO where required.

Key Responsibilities

Financial Control and Governance

· Assist in the preparation and maintenance of the month-end timetable, ensuring deadlines are met.

· Prepare the management accounts, including reconciliations and supporting schedules.

· Review and assist with bank reconciliations and nominal ledger maintenance.

· Complete VAT, fixed asset accounting, and general ledger integrity.

· Assist with payroll processing, HMRC reporting, and pension submissions.

· Contribute to the preparation of year-end statutory accounts and liaise with external auditors.

· Provide cover for finance operations tasks (e.g. loan postings, payments, refunds) as required.

Financial Analysis and Reporting

· Assist in analysing financial performance and investigating variances against budget.

· Track grant utilisation and spend.

· Contribute to KPI reporting, covenant tracking, and reporting to stakeholders.

Budgeting and Forecasting

· Assist in the preparation of budgets and periodic reforecasts.

· Work with budget holders to monitor and challenge expenditure.

· Support short- and long-term cash flow forecasting.

· Assist in monitoring cash position and highlighting risks or shortfalls.

Person Specification

Essential

· Part-qualified or newly qualified accountant (ACA/ACCA/CIMA or equivalent).

· Experience working within a finance function, preferably in a small or growing organisation.

· Strong analytical skills with high attention to detail.

· Good communication and stakeholder engagement skills.

· Ability to manage multiple priorities and meet deadlines.

Desirable

· Previous supervisory or team support experience.

· Strong Excel and financial systems knowledge.

Additional Information

· Hybrid working (approximately 8 days per month in the office)

· Benefits include health plan, life insurance, income protection, flexible working, and retail discounts

Location: Coventry (Meriden Business Park)
Organisation: Fair For You Enterprise CIC
Regulated by: Financial Conduct Authority (FRN: 719715)

Indicative Salary: £37.5k.  Part time working will be considered.

We are looking for an Associate Manager, Data and Digital Transformation (13-month maternity cover) to lead a small data team to incentivise and support ISEAL members to make significant improvements to their data systems, embed data-driven decision-making in their assurance processes, and work towards interoperability in sustainable supply chains.

Data is at the heart of sustainability standards and certification. A key focus of our work at ISEAL is supporting these systems to better leverage the data they collect to create value and drive sustainability impact. We support our members along their digital transformation journey. The goal is to ensure a seamless flow of sustainability and compliance data from producing enterprises to the market and to leverage this data to create incentives and benefits for those at the start of the supply chain. To date, we have focused on building the foundations for robust data governance and management, strengthening their capacity to leverage data for insights, and supporting standardisation of core certificate data. In this next strategic phase, we’re doubling down on data and technology as a strategic priority and are committed to build a more ambitious support programme focused on leveraging technology and AI.

The successful candidate will have a broad understanding of and experience with data management, and in supporting digital transformation projects within complex data ecosystems. They will be confident in engaging data practitioners from across our membership, and in facilitating peer learning on technical topics like data standardisation, interoperability, analytics and data management. Prior experience and understanding of certification, audit and sustainability performance data is an important asset.

The key responsibilities we entrust you with

• Contribute to thought leadership on digital transformation for ISEAL community members
• Provide support and oversight to Digital Innovations Coordinator on running member peer learning groups: Data Community of Practice and Data Insights Lab
• Collaborate with the Manager, Credibility and Innovations on building strong relationships with individual member organisations with regards to their use of data analytics as part of their assurance processes
• Design and deliver peer exchange sessions and guidance on organisational data management, interoperability of data systems, and deriving insights from complex data systems
• Develop guidance and resources on digital transformation and data management, building on existing ISEAL resources and tools
• Lead engagement with key data interoperability initiatives like the UN Transparency Protocol (UNTP) and GIZ DIASCA, and derive insights to bring back to the ISEAL Community
• Build momentum within the ISEAL community to collaborate on data standardisation
• Review and provide input on ISEAL’s internal AI use policy
• Potential line management of Digital Innovations Coordinator (pending prior line management experience)
•  

 Other

• Contribute to ISEAL’s wider work on data and information management, especially with the ISEAL community and its members
• Support grant-related reporting, including project and budget tracking
• Help shape and participate in strategic discussions related to the data and information management programme of work
• Actively participate in Impacts & Innovations team and organizational work planning activities
• Participate in internal staff management processes such as staff meetings, performance reviews, supervisory meetings, etc.

Essential attributes / skills / knowledge

• Experience leading or contributing to an organisational digital transformation project or implementing a data governance system, ideally in sustainability
• Experience working with technical data transfer products such as APIs and strong understanding of related data governance and data standards issues
• Interest and understanding of AI and the data management considerations associated with this field
• Interest and understanding of data ethics, rights, and ownership, especially in the context of sustainable value chains
• Experience managing and working in digital collaborative environments (e.g. Git Hub)
• Experience coordinating or facilitating group discussions and delivering webinars
• Strong verbal and written communication skills, able to make complex or technical topics accessible
• Ability to work collaboratively and in partnership with people across cultures and time zones
• Basic understanding of project management skills including effective time & task management, budget and resource management
• Confidence using virtual meeting tools (e.g. Teams, Zoom, GoToMeeting, etc), use of contact management databases (e.g. Salesforce) and proficiency in MS Office 365

Additionally desirable

• Data management experience within sustainability systems and knowledge of the broader sustainability digital ecosystem.
• Practical experience working with certification or audit data
• Experience working on organisational change management, especially in a non-profit context

ISEAL´s culture and how we will help you thrive

Our values are Connection, Empowerment, Inspiration, Wellbeing, Effective Working and Creativity.

These are traits we value in each other and in the organisation overall and we instil these in all our processes and interactions. The issues we work on are of a global nature and our team reflects this, with individuals from many different backgrounds and nationalities. We know this diversity adds to the high quality of work we deliver as an organisation and through our commitment to diversity and inclusion we want to add strengths and perspectives in our team with each recruitment. Diversity for us includes race and gender identity, age, disability status, sexual orientation, religion and many other areas forming part of someone´s identity. We are proud to be an equal opportunities employer.

As an organisation, we also support our people in their personal and professional development, with specific budgets and processes enabling individuals to take advantage of growth and development opportunities. We offer 25 days of annual leave, to which we will add a day a year after 2 years (to a maximum of 30 days), as well as an extra five days as a one off once you have been with us for a full five years.

We recognise individuals’ preferences when it comes to where and when to work through a hybrid working model with a minimum of 4 days per month in the London office as well as the opportunity to apply for flexible working arrangements to suit individual´s needs.

Other relevant information

Term: This is a maternity leave cover with a 13-months contract

Working hours: 80 % (30 hours) – 100 % (full time, 37.5 hours per week), depending on preference

Salary:   £45,800 – 49,800, depending on experience (pro rata for less than 100%)

Location: London is the preferred location. Applicants will need to provide evidence that they are entitled to work in the UK. An ability and willingness to work in a hybrid work environment is required.

International travel: The post holder will be required to undertake occasional international travel

Ideal start date: mid-September 2026

Reporting to: Traceability Manager

How to apply

Specific enquiries about this role and the application process can be sent to the recruitment(at)isealalliance(dot)org.

Deadline for applications is 6 August, 5pm GMT. Please note that we will only contact shortlisted applicants.

Cover letter: We would like to see candidates´ own writing in the cover letter and discourage the use of AI for this purpose.

Interview process

Please note that we will endeavor to keep to this schedule, but some dates may be subject to change.

Screening interviews (Teams): rolling until 13 August

Pre-interview timed exercises (between 60 – 90 minutes from home): 15-18 August

Panel interviews (in person): 19/20 August tbc

Decision: w/c 24 August

Accessibility

If candidates require additional time or other considerations for the interview process, we are committed to accommodating any reasonable requests. Please note that ISEAL will cover travel expenses for in person interviews for candidates travelling from outside of Greater London. ISEAL also covers caring expenses for candidates who are carers and need to arrange of cover for the duration of the interview/exercises

About Toynbee Hall

Based in the East End of London since 1884, Toynbee Hall is a charity working alongside people facing poverty, injustice, and inequality to build a fairer East London. We provide vital advice and support, working in partnership to tackle unfairness and ensure everyone has an equal chance to thrive.

Team Background

The Debt Advice Team at Toynbee Hall provides crucial support to individuals and families struggling with financial burdens. Funded by the Money and Pensions Service (MaPS), this team delivers expert guidance and practical solutions to help clients manage and reduce their debt. 

Key Responsibilities 

Management of local sites to ensure all services are available.

• Ensure local services are available daily by effectively managing staffing, sickness, annual leave, emergencies and operational challenges.
• Work closely with internal teams, external contractors and local stakeholders to ensure all sites operate safely, efficiently and in line with organisational standards.

Line management of a team to ensure objectives are set and met.

• Lead, motivate and support the team to achieve agreed service, quality, compliance and performance objectives.
• Conduct regular one-to-one supervision, team meetings and performance reviews, providing constructive feedback and clear expectations.

Ensure compliance and the quality of advice required are achieved.

• Ensure the team consistently delivers high-quality, client-focused debt advice in line with FCA requirements, funder expectations and Toynbee Hall policies.
• Monitor case quality through audits, supervision, management information and performance data, implementing improvement plans where required.

Contribute to the team

• Be an active member of the Advice Services management team, contributing to service planning, operational improvements and organisational change.
• Work collaboratively with funders, partner organisations and colleagues across Toynbee Hall to support strategic priorities, projects and service development.

Other

• Provide visible leadership across multiple Toynbee Hall locations, ensuring consistency of culture, service delivery and operational standards.
• Travel across London as required, and occasionally elsewhere in the UK.

Person Specification

The successful candidate will demonstrate:

Essential Criteria

Experience and Skills

• Significant experience of managing frontline advice services and leading high-performing teams.
• Proven ability to provide technical supervision and support on complex debt advice cases.
• Up-to-date knowledge of debt advice legislation, FCA requirements, funding compliance and sector best practice.
• Strong IT skills, including Microsoft Office and case management systems.
• Hold a recognised debt advice qualification (e.g. CertMAP or equivalent) with demonstrable experience of delivering and supervising FCA-regulated debt advice services.

Communication and Interpersonal Skills

• Excellent leadership, communication and interpersonal skills, with the ability to inspire and motivate others.
• Ability to build positive relationships with colleagues, partners, funders and external stakeholders.
• Excellent written and verbal communication skills.

Personal Attributes

• Inclusive, collaborative and approachable leadership style.
• Highly organised, proactive and solutions focused.
• Calm and resilient under pressure, with the ability to make informed decisions.

Commitment

• Demonstrates a strong commitment to Toynbee Hall’s mission, values and strategic objectives.
• Willingness to work across multiple Toynbee Hall and community locations.
• Willingness to undertake relevant training, including safeguarding and regulatory requirements.

Please note the right to work in the UK is a requirement of this role.

Please refer to the attached job description for more details.

We’re looking for an experienced digital fundraising or digital marketing professional who combines strategic thinking with a practical, hands-on approach. You’ll be confident leading projects, working collaboratively across teams and using digital innovation to deliver measurable fundraising and supporter engagement outcomes.

About the Veterans’ Foundation

The Veterans’ Foundation is one of the UK’s leading military charities, raising funds to support serving personnel, veterans and their families through a network of charitable organisations across the UK.

Since launching in 2016, we’ve awarded more than £40 million in grants to over 500 charities, helping improve the lives of thousands of members of the Armed Forces community.

As we enter our second decade, we’re investing in digital platforms, technology and the supporter experience that will help us reach more supporters, raise more funds and increase our impact.

The Opportunity

This is an exciting opportunity to join the Veterans’ Foundation at a pivotal moment in our development.

We’ve created this 12-month fixed-term role to lead a defined programme of digital fundraising and transformation projects that will strengthen our fundraising capability and create the foundations for the next phase of our growth.

Working directly with the Head of Fundraising & Engagement, you’ll lead the successful delivery of major digital initiatives, including the launch and optimisation of our new website, embedding Salesforce as our fundraising CRM, developing supporter journeys, delivering digital fundraising campaigns and introducing new digital products and platforms.

If you enjoy building, improving and delivering meaningful digital change, this is an opportunity to make a lasting impact on an organisation with ambitious plans for the future.

Key Responsibilities

As Interim Digital Fundraising Manager, you will:

· Lead the successful launch, optimisation and ongoing development of the Veterans’ Foundation website.

· Deliver digital fundraising campaigns that increase supporter acquisition, engagement, retention and income.

· Design and implement automated supporter journeys using Salesforce and associated digital platforms.

· Develop and optimise digital donation journeys and fundraising products.

· Introduce new digital products, platforms and technologies that enhance supporter experience and fundraising       performance.

· Manage relationships with digital agencies, suppliers and technology partners, ensuring projects are delivered on time, within budget and to a high standard.

· Develop reporting dashboards and performance insight to support evidence-based decision making.

· Use analytics, testing and supporter insight to continuously improve campaign performance and digital user experience.

· Work collaboratively across fundraising, communications and grants to maximise digital opportunities.

· Champion digital innovation and identify opportunities to improve systems, processes and supporter engagement.

· Contribute to the successful delivery of the Veterans’ Foundation Fundraising Strategy.

· Undertake any other duties appropriate to the role.

We’re looking for an experienced digital fundraising or digital marketing professional who combines strategic thinking with a practical, hands-on approach. You’ll be confident leading projects, working collaboratively across teams and using digital innovation to deliver measurable fundraising and supporter engagement outcomes.

To be considered for this role, applicants must have the right to work in the UK and be currently resident in the UK.

Essential

We’re looking for someone who can demonstrate:

· A proven track record of planning, delivering and optimising successful digital fundraising, digital marketing or supporter engagement campaigns that achieve measurable results.

· Successful delivery of digital projects involving websites, CRM systems and digital platforms, with the ability to manage multiple priorities and deliver to agreed timescales.

· Strong knowledge of digital fundraising, supporter journeys, email marketing, website management and social media, with the ability to use data, testing and insight to continually improve performance and supporter experience.

· Experience of working with CRM systems, ideally Salesforce, and the ability to use data to support segmentation, reporting, campaign delivery and strategic decision-making.

· Proven ability to manage external agencies, suppliers and technology partners, ensuring projects are delivered on time, within budget and to a high standard.

· Experience of monitoring, evaluating and reporting on campaign performance, establishing meaningful KPIs and presenting clear recommendations to stakeholders.

· Experience of managing project or campaign budgets, demonstrating value for money and return on investment.

· Excellent written communication, stakeholder management and project management skills, with the confidence to work independently, take ownership of complex projects and build effective relationships across the organisation.

· A proactive, innovative and solutions-focused approach, with the curiosity and drive to identify opportunities to improve digital fundraising performance.

Desirable

· Experience working within the charity, fundraising or not-for-profit sector.

· Experience of Salesforce or other CRM, marketing automation or customer journey platforms.

· Experience using digital analytics and reporting tools, such as Google Analytics, Power BI or Looker Studio.

· An understanding of fundraising regulation, data protection and digital marketing best practice.

· Experience of digital product development, user experience (UX), conversion rate optimisation (CRO) or website optimisation.

· Experience of delivering organisational change, digital transformation, or implementing new digital systems, platforms or ways of working.

Why Join Us?

This is an opportunity to shape the future of digital fundraising at one of the UK’s leading Armed Forces charities.

Over the next 12 months you’ll lead projects that will transform how we engage supporters, strengthen our digital fundraising capability and create the platforms and experiences that underpin our future growth.

Your work will help us reach more supporters, raise more sustainable income and enable more funding to reach the charities supporting serving personnel, veterans and their families across the UK.

If you’re motivated by creating meaningful change and want to leave a lasting legacy, we’d love to hear from you.

We're looking for people who genuinely want to make a difference. You don't need to have worked in money advice before. If you're an excellent communicator, a natural problem solver and enjoy working with people, we'll provide the training and support you need to succeed. This role is about much more than providing advice. It's about building trusted relationships with people who may be experiencing financial hardship, poor mental or physical health, trauma, disability, homelessness, digital exclusion or other barriers that make accessing traditional services difficult. If you're compassionate, resilient, organised and committed to helping people rebuild their confidence and financial stability, we'd love to hear from you.

Job Purpose:

The Client Liaison Officers are the first point of contact for individuals referred into the Crisis & Resilience Service and play a vital role in ensuring people receive timely, compassionate and person-centred support. Acting as the gateway into the service, you will build trusted relationships from the very first contact, undertaking holistic assessments to understand not only an individual's financial situation but the wider circumstances affecting their wellbeing and resilience.

You will respond quickly to people experiencing financial hardship or crisis, helping to stabilise their immediate situation through income maximisation, welfare benefits advice, crisis planning and practical support. Working closely with partner organisations, you will ensure every client is connected to the right support at the right time through a coordinated 'no wrong door' approach. You will maintain regular contact with clients throughout their journey, preventing disengagement and ensuring individuals feel supported whilst awaiting ongoing casework. Through empathy, knowledge and flexibility you will remove barriers to engagement, helping clients prepare for specialist advice and supporting them to build the confidence and skills needed for long-term financial resilience.

The role combines triage, welfare benefits advice, crisis intervention, client engagement and case coordination to provide an accessible, responsive and trauma-informed service for some of the most vulnerable people in the community.

Main Duties and Responsibilities

Client Engagement and Triage

· Act as the first point of contact for all referrals into the Crisis & Resilience Service.

· Contact new referrals promptly, normally within one working day wherever possible.

· Build positive, trusting relationships from the first interaction.

· Complete holistic needs assessments to understand each client's circumstances, priorities and support needs.

· Identify risks relating to homelessness, utility disconnection, enforcement action, safeguarding and financial crisis.

· Assess barriers to engagement including poor mental health, disability, trauma, digital exclusion, literacy, caring responsibilities and rural isolation.

· Undertake and maintain appropriate risk assessments, including those relating to lone working, to support and safeguard the health, safety and wellbeing of clients and staff.

· Agree preferred communication methods with each client and tailor support accordingly.

Crisis Intervention

Provide immediate practical support to help stabilise clients experiencing financial hardship by:

· Maximising household income through welfare benefits advice and applications.

· Supporting Crisis Fund applications where appropriate.

· Completing benefit entitlement calculations.

· Assisting clients to gather supporting evidence.

· Developing emergency budgets.

· Identifying priority debts.

· Negotiating with priority creditors where appropriate.

· Supporting Breathing Space applications.

· Protecting essential services including fuel and housing.

· Arranging emergency support including food, fuel and other crisis assistance where available.

Aim to stabilise urgent situations within three working days wherever possible.

Welfare Benefits Advice

· Provide high-quality welfare benefits information and advice.

· Complete benefit entitlement checks.

· Support new claims and changes of circumstances.

· Assist clients with mandatory reconsiderations and appeals where appropriate.

· Identify opportunities to maximise household income.

· Keep knowledge of welfare benefits legislation up to date.

Client Journey and Case Coordination

· Allocate clients to the most appropriate adviser based on complexity and need.

· Maintain oversight of client journeys.

· Ensure no client disengages or is lost within the system.

· Maintain regular contact with clients awaiting specialist advice.

· Support clients to engage with "Get Advice Ready" sessions to help clients prepare documentation and understand the advice process.

· Make warm referrals to partner organisations with client consent.

· Support seamless transitions between crisis intervention and longer-term casework.

Outreach and Accessibility

· Deliver support flexibly through telephone, video, secure digital communication, outreach venues and home visits where appropriate.

· Remove barriers preventing individuals from accessing advice.

· Adapt communication styles to meet individual needs.

· Promote financial education opportunities and encourage participation where appropriate.

Partnership Working

· Develop positive working relationships with partner organisations.

· Liaise with statutory agencies including housing, adult social care, DWP and health services.

· Attend multi-agency meetings where appropriate.

· Promote the "No Wrong Door" approach to service delivery.

Systems, Recording and Compliance

· Maintain accurate and timely case records using AdvicePro.

· Complete all monitoring requirements.

· Record outcomes, interventions and client progress.

· Maintain GDPR compliance.

· Use digital systems including client portals, Open Banking and automated workflows where appropriate.

· Ensure safeguarding concerns are recorded and escalated immediately.

Continuous Improvement

· Participate in supervision and reflective practice.

· Contribute ideas for improving systems and processes.

· Support service evaluation through client feedback and case studies.

· Keep professional knowledge up to date through continuous professional development.

We are looking for someone who genuinely wants to make a difference, previous money advice experience is not essential - we will provide the training and supported required.  If you are a natural problem solver, an excellent communicator, and someone who enjoys helping people overcome personal challenges - this could be the role for you!

The Outreach Money Advice Caseworker will provide specialist money and debt advice to people experiencing financial hardship, with a particular focus on preventing homelessness, sustaining tenancies and supporting residents to achieve long-term financial stability. Working as part of the Exeter Crisis & Resilience Fund partnership, you will manage a caseload of clients experiencing complex financial circumstances, providing FCA-regulated debt advice, welfare benefits advice, budgeting support, advocacy and practical assistance. Recognising that financial hardship rarely exists in isolation, you will work closely with housing providers, landlords, Exeter City Council and partner organisations to address the wider issues affecting people's financial wellbeing.

Using a relationship-based, person-centred approach, you will deliver outreach across Exeter through home visits, community venues and flexible methods of communication, ensuring vulnerable residents can access the support they need.

Main Duties and Responsibilities

1. Specialist Money Advice and Casework

• Deliver person-centred money advice and holistic support to individuals and families experiencing financial hardship, housing insecurity and complex needs.
• Manage a caseload of clients, providing tailored interventions including budgeting, debt advice, income maximisation, welfare benefits advice and financial capability support.
• Provide FCA-regulated debt advice, including Debt Relief Orders and other debt solutions where appropriately trained, or refer clients to specialist services where required.
• Support clients experiencing fuel poverty through tariff advice, supplier negotiation and practical interventions.
• Develop personalised support plans that address both immediate financial difficulties and longer term financial resilience.
• Advocate on behalf of clients with creditors, landlords, utility providers, housing services and statutory agencies to achieve the best possible outcomes.

2. Housing and Homelessness Prevention

• Work proactively with clients to sustain tenancies and reduce the risk of homelessness.
• Liaise with landlords, housing associations, Exeter City Council Housing Options and other housing providers to resolve tenancy-related issues.
• Support clients living in temporary accommodation or experiencing housing insecurity.
• Assist clients to access housing-related benefits, CRF Housing Payments and other financial support.
• identify housing risks early and implement practical interventions to prevent crisis wherever possible.

3. Outreach, Engagement and Financial Resilience

• Deliver outreach across Exeter through home visits, community venues and other trusted locations to engage people who may struggle to access traditional advice services.
• Build trusted, professional relationships with clients, adapting communication and support to meet individual needs.
• Support the delivery of financial education sessions, including Navigate the Money Maze and other financial capability initiatives.
• Help clients develop the knowledge, confidence and practical skills needed to manage their finances independently and reduce future reliance on crisis support.

4. Partnership Working

• Work collaboratively with Navigate, Churches Housing Action Team, Exeter City Council and other partner organisations to deliver a coordinated 'No Wrong Door' service.
• Maintain effective referral pathways and ensure clients receive seamless transitions between crisis intervention and longer-term support.
• Attend partnership meetings, case discussions and multi-agency forums where appropriate.
• Signpost and make warm referrals to specialist services to address wider health, housing, employment and wellbeing needs.

5. Systems, Recording and Compliance

• Maintain accurate, timely and high-quality case records using the partnership's case management system - Advicepro.
• Use digital systems and organisational tools effectively, including secure client portals and AI supported technologies where appropriate.
• Ensure all work complies with FCA requirements, safeguarding procedures, GDPR and organisational policies.
• Maintain appropriate professional boundaries and ensure confidentiality at all times.

6. Monitoring, Quality and Outcomes

• Record outcomes and client progress accurately to support contract monitoring and service evaluation.
• Contribute to client feedback, case studies and continuous improvement activities.
• Work towards agreed performance targets while maintaining high standards of client care and professional practice.

7. Professional Practice

• Deliver services in line with person-centred, relationship-based and trauma-informed principles.
• Participate in supervision, reflective practice, team meetings and ongoing professional development.
• Keep knowledge of money advice, welfare benefits, housing and homelessness legislation up to date.
• Promote equality, diversity and inclusion, ensuring every client is treated with dignity, respect and compassion.

General Duties

• Develop and maintain positive working relationships with partner organisations, referral agencies and community stakeholders, promoting collaborative working across the Wis£rmoney partnership.
• Support service improvement by gathering client feedback and identifying opportunities to improve service delivery.
• Work in accordance with organisational policies, procedures and professional standards at all times.
• Contribute positively to team meetings, partnership working and organisational learning.
• Support managers in responding to enquiries, complaints and compliments in a timely and professional manner.
• Undertake any other duties appropriate to the role and participate fully in training and continuous professional development.