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The Centre for Homelessness Impact exists to improve the lives of people experiencing homelessness through better use of data and evidence.
IN A NUTSHELL:
This is a pivotal role at the intersection of finance and operations, helping to ensure the smooth and effective running of key organisational functions. The Finance and Operations Lead will play an integral role in overseeing the charity’s financial operations, supporting grant reporting and wider business development initiatives, and driving operational efficiency across the organisation.
WHY IS THIS ROLE IMPORTANT FOR THE CENTRE’S WORK?
Collaborating closely with the senior and wider teams, the Finance and Operations Lead will play a key role in financial management, and operational effectiveness, contributing directly to the success of our initiatives.
WE’RE LOOKING FOR SOMEONE WHO CAN:
Be the main point of contact for all finance and operational queries
Manage the organisation’s core financial operations, including monthly Management Accounts, project finances, VAT returns and financial reporting, while working closely with external bookkeepers to ensure effective financial management and compliance, while working closely with the COO on financial oversight and planning
Coordinate and manage the annual budgeting, Mid Year Forecasting and audit processes, preparing financial information, liaising with budget holders and external accountants, and ensuring timelines, reporting requirements and supporting documentation are delivered accurately and on time, while working closely with the COO on final review and strategic adjustments
Support the Head of People and Development with the delivery and implementation of the internal People Strategy (specifically focusing on refining recruitment, onboarding and offboarding processes, as well as providing support with grant reporting and budgeting requirements for funders)
Manage day-to-day operations across the organisation, including onboarding new staff, supporting HR processes, coordinating office management and equipment setup, liaising with IT support providers, arranging organisation-wide cyber security training, and ensuring the smooth running of operational processes while identifying areas for improvement
Collaborate with the Chief Operating Officer and the Head of Development and People to align financial and development goals
Identify ways to enhance operational processes to support the growth of the organisation.
Support the Engine Room team to establish effective organisational systems, routines and operational processes that support collaborative, person-centred and efficient ways of working across the organisation.
Work closely with the Senior Team to provide financial insights, support strategic decision-making, and contribute to governance processes, including coordinating board paper inputs and monitoring organisational KPIs
RELEVANT EXPERIENCE AND BEHAVIOURS:
Criteria:
Proven experience in finance and operations in a charity/ Third sector (Essential)
Experience in fundraising/development initiatives (Desirable)
Is committed to the vision and mission of CHI (Essential)
Excellent communications skills, both written and verbal with the ability to convey complex financial information to diverse audiences (Essential)
Strong attention to detail, good organisational skills and an ability to work accurately, calmly and effectively (Essential)
Good Excel skills with ability to create and manipulate pivot tables and use functions such as VLOOKUP and SUMIF. (Essential)
Able to take a collaborative and proactive approach to operations, with a focus on continuous improvement. (Essential)
Familiarity with financial regulations and a commitment to maintaining compliance. (Essential)
A team player able to adapt to changes in workload and priorities (Essential)
AAT qualification or equivalent (Desirable)
TERMS OF APPOINTMENT:
Both full and part-time considered.
Salary: £35,000 to £45,000 (pro rata if part-time), depending on experience.
Location: London (hybrid working model, with at least one day per week in the office)
WORKING AT CHI:
As part of the team, you’ll have access to a range of benefits, including:
Interest-free loans for travel, cycle to work, and tenancy deposits
Pension scheme with 8.5% employer contribution
30 days’ annual leave, rising to 33 with service
Enhanced family leave and pay
Employee assistance programme
Flexible working
Generous learning and development budget
Quarterly team away days
TO APPLY
We use Applied for all our internal recruitment - an independent online recruitment platform that reduces bias, improves quality of hire and increases diversity.
The closing date for this role is Monday 15 June 2026.
First round of Interviews to take place during the w/c 22 June 2026. This will include a short written exercise (that needs to be completed ahead of the interview). All details will be provided in due course.
The Centre for Homelessness Impact exists to improve the lives of people experiencing homelessness through better use of data and evidence.
The client requests no contact from agencies or media sales.
Director of Finance & Services
Contract: Permanent
Hours: Full-Time. (We welcome requests for flexible working arrangements, including hybrid and part time working).
Location: South Kensington, London SW7
Salary: Circa £100,000+ per annum FTE
About Us
The Royal Geographical Society (with the Institute of British Geographers) is the learned society and professional body for geography and geographers. It is also a charity and a membership organisation. The Society was founded in 1830 and has been one of the most active of the learned societies ever since. It was pivotal in establishing geography as a teaching and research discipline in British universities and continues to play a key role in geographical and environmental education.
The Society is a leading world centre for geographical learning – supporting education, teaching, research, professional practice and scientific expeditions, as well as promoting public understanding and enjoyment of geography and providing advice to policymakers.
The Society offers professional accreditation to members through Chartered Geographer status.
About You and the Role
As the Society approaches its 200th anniversary in 2030, with ambitious associated goals, ensuring that we continue to have the best possible leadership team in place has never been more relevant.
With the approaching retirement of our current Director of Finance & Services, we are looking for an exceptional, entrepreneurial senior leader with proven ability to balance strategic and operational impact.
Whilst an executive level financial background is a given, we are additionally seeking an individual who has led other functions and developed the professionals within them. This role leads a diverse team of 10, spanning: Finance, Facilities & Estates, IT & Database Administration, and HR. It also holds additional responsibility for: Safeguarding, Data Protection, Risk Management, Pensions, Company Secretarial, Insurance & Legal.
We have exciting plans for our building, at the heart of London’s Exhibition Road Cultural Quarter, optimizing and developing this space as a gathering point of global significance and influence for people intent on making a positive difference to the world. Accordingly, we are particularly interested in individuals who bring with them strong programme management skills and experience of managing heritage estate projects operationally, in partnership with external consultants.
The successful candidate will drive and deliver effective and efficient financial planning, forecasting, budgeting, reporting, controls, operations, and management, whilst continuing to improve the Society’s processes and systems.
Salary and Benefits
This is a permanent post. We welcome requests for flexible working arrangements, including hybrid and part time working. This is looked at on a case-by-case basis, balancing the Society’s needs with the successful candidate’s other commitments, to support a good work-life balance. The salary range for this post is c£100,000+ (FTE) per annum, depending on experience and qualifications. The post is based in Kensington, London.
There are a range of benefits at the Society which include the following:
Applications must be received by 5.30pm 12 June 2026.
It is anticipated that interviews will take place week commencing 29 June 2026.
Interested?
If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position.
The Society aims to be an equal opportunities employer. We strongly encourage applicants from those traditionally underrepresented in the geographical discipline.
Applicants must have the right to work in the UK. The Society is unable to offer work visa sponsorships.
No agencies please.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Salary: £39,000–£42,000 per annum (£65,000–£70,000 FTE equivalent)
Contract: Permanent – Part time, 3 days a week
Location: London or Birmingham
Working pattern: Hybrid. Cross-region travel up to twice a month for in-person SMT meetings.
Envision is at an exciting moment. Our programmes are working, our partnerships are growing, and our team cares deeply about getting it right. What we need now is someone to help us build the infrastructure to match our ambition – reaching and impacting more young people from less-advantaged backgrounds across London, Birmingham and Bristol.
As our Chief Operating Officer, you will join our Senior Management Team and take clear ownership of Envision's finance, compliance, HR governance, and operational efficiency. This is a newly defined role – created to give the function the senior leadership it needs and to free the CEO to focus on external leadership, fundraising, and strategy.
You will join an SMT of four, working alongside the Director of Programmes and Impact and the Director of Philanthropy and Partnerships, led by the CEO. It is a collegiate team that operates with a high degree of mutual trust and collective ownership – and we are looking for someone who is as comfortable in a strategic conversation about Envision's future as they are reviewing a set of management accounts.
Key Responsibilities
Play an active role in SMT – contributing operational and financial insight to organisational planning, strategy development, and decision-making alongside the CEO and senior leadership team.
Lead finance oversight and board reporting: overseeing monthly and quarterly management accounts, leading the annual budget-setting process, owning the audit cycle, and preparing papers for the Finance, Audit and Risk Governance (FARG) Committee.
Own HR policy and governance: maintaining Envision's HR framework, handling complex employee relations matters, and overseeing the full employee lifecycle with execution led by the Business Admin and Finance Officer.
Line manage the Finance Manager and Business Admin and Finance Officer, providing clear direction and developing a high-performing team.
Lead operational improvement: conducting a review of processes and systems, building a live improvement register, and implementing agreed changes through to completion – not just to proposal.
Explore and pilot AI and automation tools for high-friction tasks. Genuine curiosity and willingness to experiment matters more than technical expertise.
Hold compliance and risk governance oversight – GDPR, Health and Safety, regulatory filings – ensuring a clear calendar of requirements is owned and met.
Essential Experience, Knowledge and Competencies
Qualified or part-qualified accountant (ACA, ACCA, CIMA or equivalent), or demonstrable equivalent finance expertise.
Proven experience in a senior operational leadership role with finance oversight responsibility.
Experience of audit management and board-level financial reporting.
Track record of leading and developing small teams.
Working knowledge of GDPR and charity compliance obligations.
Demonstrable ability to operate at a strategic and governance level
Experience leading operational process or systems improvement, from diagnosis through to implementation.
Active interest in AI and automation tools, with a practical approach to exploring and applying them.
Commitment to Envision's vision, mission and values and ability to work well in, and contribute to, our organisational culture.
Envision actively encourages applications from those from Black and Minority Ethnic backgrounds and from socio-economically disadvantaged backgrounds, as they are currently under-represented in our organisation. We seek to ensure we achieve diversity in our workforce and that all applicants and employees receive equal and fair treatment, regardless of age, race, gender, religion, sexual orientation, disability or nationality. Envision graduates will be guaranteed a first-round interview.
Please note: we are unable to support visa applications and therefore applicants must have the right to work in the UK.
To apply, please apply through CharityJob.
Closing date for applications- Wednesday 10 June (midnight)
Round 1 interviews (online) : Thursday 18 June
Round 2 interviews (in person- London): Thursday 25 June
We will only be contacting candidates who have been shortlisted for interview. The safety and wellbeing of the young people we work with is paramount at Envision. Successful candidates will be subject to a full Enhanced DBS check and reference checks. All new staff must attend safeguarding training during their induction period.
For more information on this role, please see the full application pack.
All answers should be no longer than 250 words.
The client requests no contact from agencies or media sales.
Our client is a world-renowned, independent policy institute based in London, dedicated to building a sustainably secure, prosperous, and just world through the advancement of international relations. Following a period of rapid growth, the organisation is currently undergoing an exciting phase of transformation—consolidating and simplifying their internal structures, modernising their financial systems, and refining their strategic business model.
Goodman Masson are exclusively partnered with this prestigious institute to recruit for a high-calibre Finance Business Partner to join their dynamic central finance team.
This role would suit an ACA qualified auditor looking to make their first move into industry or someone who has already established themselves as a qualified Finance Business Partner within the not for profit sector.
The Opportunity
Reporting directly to the Finance Director, you will act as a vital strategic partner to the institutes core international research programmes (covering Africa, Asia-Pacific, and the Middle East). This is not a traditional back-office accounting role; you will actively bridge the gap between central finance and research directors, driving a culture of financial accountability and empowering non-financial stakeholders to make data-driven strategic decisions.
Key Responsibilities
Strategic Business Partnering: Build trusted relationships with budget holders and research colleagues, providing commercial acumen, financial insights, and expert analysis to improve financial performance.
Financial Planning & Analysis: Lead the annual budgeting, quarterly forecasting, and management reporting for dedicated programmes.
Project & Grant Oversight: Oversee the financial health of complex research projects, ensuring accurate income recognition, monitoring variances, and ensuring strict compliance with complex funding/grant requirements.
Commercial & Contract Management: Collaborate with the Contract Manager and Research Partnerships team to support project costing, ensure legal/financial terms are optimised, and manage audit processes for centre funding.
Continuous Improvement: Play a key role in change projects to modernise procedures, enhance internal financial controls, and improve the efficiency and value-add of the finance function.
Statutory Support: Assist with the preparation of annual statutory accounts, including necessary disclosures and detailed analysis.
Essential Criteria:
Salary is £60,000 per annum + Excellent Benefits.
Hybrid working with 2 days per week in the London office.
Applications are being reviewed on a rolling basis therefore please apply ASAP to ensure your details are considered.
Goodman Masson are delighted to be partnered with World Vision UK to recruit for a high-calibre Head of Finance to drive their financial integrity and operational excellence. Reporting directly to the CFO and serving as a key member of the Extended Leadership Team, you will ensure resources are managed with unwavering accuracy, insight, and stewardship to support vulnerable children worldwide.
You will lead core operations—from transaction processing and monthly accounts to treasury, tax compliance, and statutory reporting. You will be a critical partner to the Head of Business Intelligence and leaders across Fundraising and Programmes, embedding clear policies and modern processes that amplify World Vision UK’s mission impact.
Key Responsibilities
About You
You are an outcome-focused leader who balances strategic vision with operational rigour. You possess a continuous-improvement mindset and the ability to influence senior stakeholders with commercially aware recommendations.
Essential Requirements:
Desired Skills:
Salary: Circa £70,000 per annum
Key Benefits: 7% employer pension contribution and 28 days holiday + bank holidays
Location: Hybrid: 2 days from Milton Keynes office
Application Timelines:
Please click on the link to view our dedicated careers page with more details:
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
A fantastic opportunity has arisen for a Finance and Operations Manager with a human rights charity on a full-time, 12-month FTC (maternity cover) basis. As Finance and Operations Manager, you will lead the charity’s finance and operations functions, ensuring strong financial stewardship, smooth organisational operations, and a supportive, compliant environment for staff and Fellows.
You will work closely with the CEO, Treasurer and Board, bringing the charity’s values into action in a fast-moving organisation responding to global crises.
There is hybrid working in place with this organisation with a minimum of 2 days per week required in their London office.
As Finance and Operations Manager, you will:
- Oversee budgeting, forecasting, cashflow and financial controls
- Lead audits, manage banking relationships and ensure transparent reporting
- Strengthen operational systems, compliance, data protection and digital tools
- Support recruitment, onboarding, HR policies and staff wellbeing
- Manage a small finance/operations team and key external providers
The successful applicant will:
- Have significant demonstrable experience in finance and operations within the charity sector, in a similar role
- Be part qualified (ACA, ACCA, CIMA etc) or equivalent
- Have experience of managing compliance areas such as data protection, cyber security, insurance and risk
- Have a proven track record in budgeting, forecasting, cashflow management, and financial modelling
- Have experience with managing or leading a small team
- Have excellent communication skills, both written and verbal
If this sounds like you and you're keen to hear more, please do get in touch ASAP!
Please note, only successful applicants will be contacted with further information.
As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Location: Victoria, hybrid (2 days per week in office)
Contract: Temporary, initial 3 month contract with the possibility to become permanent
Hours: Full-time, 35 hours per week
Salary: £43 per hour plus holiday (£78,500 salaried equivalent)
Start Date: ASAP
Prospectus is delighted to be supporting our client in their search for an experienced Senior Finance Partner to provide high‑level financial support across a portfolio of charitable trusts. This is an excellent opportunity for a confident, detail‑driven finance professional to step into a broad and influential role within a highly respected trust group.
Responsibilities:
Requirements:
Applications will be reviewed on a rolling basis, so if you're interested in the role, please apply ASAP by submitting your CV in Word format.
At Prospectus, we invest in your journey as a candidate and are committed to supporting you with your application. We welcome all candidates to apply, regardless of age, sex/gender, disability, race, religion, sexual orientation, marital status, or pregnancy/maternity. If you have a disability and require reasonable adjustments at any stage of the process, please let us know.
Interim Director of Finance & Operations
Lead strategic finance and operations at a purpose-drive organisation delivering vital care and support to children and families.
We are seeking an experienced and commercially astute Director of Finance & Operations to join our Executive Team on a 12-month fixed term basis. Reporting to the CEO, you will play a critical role in shaping organisational strategy, ensuring financial sustainability, and overseeing key enabling services that support the delivery of outstanding care and impact.
This unique opportunity to step into a pivotal leadership role, providing direction across finance, estates, governance, date and risk, and project management functions.
About the role:
As a member of the Executive Team, you will:
About you:
We are looking for a collaborative and influential leader who:
Apply now to be part of an organisation where your expertise will directly support lives and communities.
We reserve the right to close the advert at any time should we receive sufficient applications, therefore we encourage applicants to apply as soon as possible.
Please note that everyone working for Helen & Douglas House are required to undertake a Disclosure and Barring Service check. Helen & Douglas House is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. We are an equal opportunities employer and value the benefits of a diverse workforce. We positively encourage applications from all areas of the community.
Hospice charity based in Oxford, providing palliative, respite, end-of-life and bereavement care to life-limited children and their families.
The client requests no contact from agencies or media sales.
Dignity in Dying and Compassion in Dying are partnering with Robertson Bell to recruit a Head of Finance on a permanent basis.
This is an exciting opportunity to join two sister organisations working at the centre of an important and evolving area of public policy and individual choice. Operating with a shared vision and strong collaborative culture, both organisations are committed to supporting people through high-quality information and support services, advocacy and campaigns.
Reporting to the Deputy CEO, the Head of Finance will play a key role in supporting the organisations’ ongoing work by providing integrity and efficiency across financial processes, systems, controls and reporting. This role offers the opportunity to join a collaborative and values-led organisation with a supportive leadership team, flexible hybrid working and the chance to contribute meaningfully within a small but highly impactful environment.
The role:
The organisations:
Dignity in Dying and Compassion in Dying share the aim of improve dying in the UK by putting people in charge of decisions about the end of their life. Dignity in Dying campaigns to change the law to allow the option of assisted dying for terminally ill, mentally competent adults in the UK. It is a not-for-profit membership organisation. Compassion in Dying is a registered charity which provides information and support to people to be in control of their end-of-life decisions, alongside gathering evidence to improve culture and policy.
Operating within a collaborative and supportive culture, this role offers the opportunity to work alongside committed and passionate colleagues within a flat organisational structure. The successful candidate will join a team that values initiative, accountability and strong working relationships, while offering the autonomy to take ownership of the finance function and contribute to future improvements.
Essential criteria:
If you are a qualified finance professional looking to join a collaborative and mission-led organisation where you can contribute both strategically and operationally, we would love to hear from you. Apply before the 7th June to be considered!
This role is based in London with hybrid working and an expectation of a minimum of two days per week in the office at Oxford Street.
Salary: £28,150 (FTE £46,916)
Location: London Diocesan House, Causton Street.
Contract type: 21 hours per week, Permanent, Part time
Closing date: 10 June 2026
Interview date: 17 June 2026
The London Diocesan Fund (LDF) is seeking an Area Giving and Finance Adviser (Stepney) to play a key role within the Area Finance team, based at Causton Street.
Job Summary
The purpose of the Area Giving and Finance Adviser role is to provide comprehensive finance support to churches within the Stepney Area, aiding them in the development of their ministries, manage Common Fund giving and to support the Area Bishop’s staff team in the management of resources including monitoring clergy post numbers, curate funding, and other financial matters. As part of a small team of Area Giving and Finance Advisers, the role involves offering training, resources, and advice on parish financial management and administration, and advice on various giving methods, including online and contactless options. Additionally, the role entails promoting generous giving through training initiatives, facilitating the award of grants and loans to churches from Area funds, and fostering effective communication and relationship-building between the Area team, Finance team, and parish officers.
Job responsibilities
Financial support
Giving
Relationship management
Other duties
Please refer to the attached Job Description for the full details on the main responsibilities.
Person Specification
Essential
Desirable
Please refer to the attached Job Description for the full details on Person Specification.
About the London Diocesan Fund
The London Diocesan Fund (LDF) is the employment body that serves and supports the Diocese of London and Church of England. The Diocese of London comprises of c400 parishes north of the River Thames and within the M25 motorway.
The Church of England in London is growing, vibrant and at the heart of communities throughout the capital. At the London Diocesan Fund, we seek to do everything we can to support this mission and growth, using our resources to help our parishes and chaplains to serve over 4 million people.
Equality, Diversity, and Inclusion
The Diocese of London is committed to creating and sustaining a diverse and inclusive workforce which represents our context and wider community.
We are aware that those of Global Majority Heritage/United Kingdom Minority Ethnic (GMH/UKME), women, and disabled people are currently under-represented among our clergy and workforce, and we particularly encourage applications from those with the relevant skills and experience that will increase this representation.
Safeguarding
The Diocese of London is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults.
Benefits of working with us
The LDF offers a supportive working environment, opportunity for career development and the following financial benefits:
To apply:
Submit your application and CV online via Pathways. Please refer to the person specification and JD when you’re answering the application questions.
For more details, please see the full Job Description and Person Specification or visit the LDF Careers Page.
For every Londoner to encounter the love of God in Christ



The client requests no contact from agencies or media sales.
A well-established housing provider in the North West is seeking an interim Head of Finance Business Partnering for an inital 6-month period with option of temp to permanent for the right candidate. The organisation has a strong focus on service delivery, financial control, and continuous improvement across its housing operations.
This is a senior, hands-on leadership role combining team management, consolidation of management accounts, and strengthening of business partnering across the organisation. A key focus will also be driving improvements in financial systems and processes, including automation and better use of core finance systems.
Responsibilities:
Requirements:
Please get in touch if this role is of interest and you feel you can add value in the position.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Senior Finance Manager
Suzy Lamplugh Trust
Location: Hybrid (40% office-based London Vauxhall)
Hours: Full-time (35 hours)
Term: Permanent
Salary: £42,654
Start:: ASAP
As the Suzy Lamplugh Trust approaches its 40th anniversary year, we are entering an exciting period of growth, development and transformation. We are looking for an experienced, proactive and commercially aware Senior Finance Manager to strengthen our finance function and help support the next phase of the organisation’s journey.
About the role
This is a pivotal role within the Trust. You will work closely with senior leadership to provide high-quality management information and financial oversight that supports informed decision-making across the organisation.
We are looking for an experienced and proactive Senior Finance Manager to lead the day-to-day finance operations of the Trust and play a central role in the production of high-quality management information that supports strategic and operational decision-making.
The Trust operates across both charitable and commercial income streams, including consultancy and training services, therefore experience across both charity finance and corporate/commercial finance environments is highly desirable.
This role would suit someone who thrives in a fast-paced environment, whilst improving systems and processes that support both, charity-funded and commercial activity.
The Senior Finance Manager will lead the operational management of the finance function, ensuring robust financial controls, effective reporting and efficient day-to-day financial operations across the organisation.
Reporting to the Director of Finance, HR and Governance, the role has significant responsibility for:
Management accounts and reporting
Budgeting and forecasting
Cashflow oversight
Audit and compliance
Payroll oversight
Financial controls and process improvement
Commercial and operational financial analysis
Management of the finance team
Additional information
This is not a senior leadership role and the successful candidate will report to the Director of Finance, HR and Governance.
This role is hybrid; however, full-time attendance at our London office will be required during the first three months to support induction and integration into the organisation.
To reduce the risk and prevalence of abuse, aggression and violence - with a specific focus on stalking and harassment
The client requests no contact from agencies or media sales.
Your new organisation
A long-established humanitarian and environmental charity is seeking a qualified and proactive Financial Controller to join its small, dedicated finance team.
Your new role
Reporting to the Finance Director, you will play a key role in strengthening financial processes, improving reporting, and supporting senior leadership with timely, accurate management information.
Key responsibilities include:
What you'll need to succeed
You will be a fully qualified accountant and enjoy a hands-on, detail-focused role. You will enjoy working collaboratively and using your initiative to improve systems and processes.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Hours: 37.5 per week
Salary: £57,000 per annum
Contract: Permanent
Location: Our office, Unity Business Centre, 26 Roundhay Road, Leeds LS7 1AB
Deadline for applications: Monday 15th June, 12 Noon
Job Interview Date: Monday 29th June
The Director of Finance, Corporate Services & Income is a senior leadership role responsible for ensuring Advonet is financially sustainable, well-run and resilient. The role provides strategic financial leadership, oversight of corporate services, and a significant focus on income generation and diversification.
This role plays a critical part in strengthening Advonet’s long-term viability by improving financial decision‑making, embedding a culture of income awareness and diversification, and enabling managers and teams to contribute confidently to business development activity.
Apply now
To find out more about this vacancy, please download our Recruitment Pack from our website. It has information on what the role involves, including key responsibilities and a person specification. There is also more about what working for Advonet is like, as well as information on our values and the benefits on offer.
To apply for this job we require a cover letter (max 500 words) and a CV diversity monitoring form. You can find more details about this in the Recruitment Pack.
For any questions about the role, please contact our office and ask to speak to Angela Ellis CEO.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
ROOTED FINANCE
Rooted Finance is a pioneering specialist debt and financial inclusion Charity based in London. We’re committed to making money and debt advice accessible, for everyone.
The people we work with come from all walks of life and so do we.
We employ advisers from all backgrounds, not just because it’s the right thing to do, but because we are the communities we serve. We provide quality debt and money advice services to help clients manage their finances and debts, protect their essential services; and safeguard their income and priority needs. Our services have never been more needed in an uncertain financial environment.
Rooted Finance is expanding its team and is looking for a full-time Money Guidance Officer. This is an exciting opportunity to join a dynamic and supportive team at a pivotal moment in our growth.
We are looking for someone who enjoys providing a first-class client satisfaction and support service. You will work closely with our Advice team to ensure clients are accessing support through engagement activities and that they are able to progress their debt advice journey smoothly.
You will be the interface for advisers to ensure documentation and tasks are completed in a timely manner or the clients you are supporting. The post-holder will need to be comfortable interacting with a variety of audiences – advisers, clients and partner organisations, and enjoy supporting people to progress through their advice journey.
You will have strong administrative, research and data skills, excellent communication and critical-thinking skills, and should be flexible and capable of working independently and as part of a team.
The post holder will be part of a small team and need to be a proven self-starter. The team language is English, and Rooted Finance is an Equal Opportunities employer.
JOB DESCRIPTION
Job : Title Money Guidance Officer
Salary: £28,000
Hours: 35 Hours per week
Benefits: 25 days annual leave plus bank holidays Day of leave on your birthday Additional day of leave for each year of service up to 35 days 3% Pension contribution stakeholder pension £200 home-office equipment allowance Costco membership. Employee Assistance Programme Hybrid and flexible working arrangements available and agreed according to business needs
Contract: Permanent/Fixed Term (subject to funding)
Location: Rooted Finance delivers primarily an in-person service, postholder will be required to attend outreach locations/RF office. Hybrid arrangement with remote working will be incorporated where possible based on business demands.
Purpose of the Job
Rooted Finance provides client focused and impact driven services. The ability to provide first class advisory and casework services that impact individuals, and the communities they live in, is fundamental to the way in which Rooted Finance provides transparent and evidence-based services.
RF is looking for a proven self-starter to support our advice services and preventative initiatives. You’ll be passionate about working with people and committed to delivering a high-quality community engagement and support program. You’ll be adept at delivering comprehensive support to individuals within diverse community settings.
You will be confident in working with community members to grow and develop projects to reach isolated individuals. Working flexibly across dates (including occasional weekend working), times and locations, responding to project and community needs as required.
The successful candidate will have excellent interpersonal skills and be able to work flexibly with clients. You will be meticulous in your work, especially when supporting clients and maintaining case records for continuity of ongoing support. You will be trained and expected to keep up to date with regards to legislation, case law and policy changes relating to debt and a working knowledge of welfare benefits as directed by Line Manager.
Training and development
Rooted Finance will provide internal and external training as appropriate. Continued professional development is fundamental to the values of Rooted Finance in building capacity amongst its team members.
Reporting
The post holder will report directly to the Advice Manager of Rooted Finance
Role Requirements
This role aims to address the additional barriers and needs faced by overindebted individual, ensuring they are supported in navigating these challenges and can focus on the debt advice process effectively. As a Money Engagement Officer you will work across our various community partners, delivering money mentoring support and income maximisation services to local communities with the aim of promoting financial resilience and wellbeing. You will also provide assist in collecting essential documents and information for advisers to progress their cases. You will maintain accurate client and project records and contribute/support Manager(s) with effective project monitoring and reporting. You will capture learning to share with project stakeholders to help inform Rooted Finance’s wider approach to financial inclusion services.
Key functions and impact of the role will include;
Outreach and Engagement: Actively engage overindebted individual through various outreach initiatives such as community events, workshops, and partnerships with local organisations to raise awareness about debt advice to encourage individuals to seek help early and facilitate this through practical 121 support.
Support and guidance: Provide ongoing support needs to keep people with money worries engaged in the debt advice journey. Often people struggling with money worries have additional barriers and needs, this role focuses on the 'support function' which will be available to help people navigate barriers so they can focus on the specialist debt advice needed and offered through Rooted Finance and other support services.
Referral and Collaboration: foster a cohesive relationship to build partnerships and to collaborate with debt advice services, community organisations, and other stakeholders to facilitate referrals and ensure a seamless transition into debt advice services. Maintain strong partnerships with service providers to enhance accessibility and support for individuals in need.
Empowerment and Education: Equip our services users by providing ‘digestible’ financial education, coaching, and advocacy to help them make informed decisions, improve their financial literacy, and build long-term financial resilience. Data Collection and Reporting: maintain accurate records of all outcomes, advocacy and support provided to all individuals, diligently record outcomes to track the effectiveness of the triage process and measure the impact of the engagement efforts on increasing access to debt advice and other services.
Duties & Responsibilities: The main duties will include
1. Work closely with RF advice team in identifying client’ needs to work together to implement a holistic approach to supporting individuals.
2. Manage a joint caseload with debt advisers to ensure successful engagement in the debt advice journey, monitor progress and maintain diligent records across all systems
3. Working closely with advisers to support their more vulnerable clients
4. Delivering both 121 and group sessions to build individuals’ financial knowledge and resilience.
5. Increasing the visibility and awareness of the advice services through external events and roadshows
6. Develop and maintain good working relationships with clients to facilitate engagement in debt advice journey by explaining and outlining what debt advice offers, support to engage in attending debt advice appointment, follow up with obtaining required documents, make effective referrals for additional services and provide on-going support.
7. Draw up a personalised plan supporting clients to access and engage with the extensive range of support available in the community. Actively connect clients with a wide variety of services through signposting for additional help around health, wellbeing, housing, welfare, immigration, social support and financial advice.
8. Identify aftercare support to help individuals increase their ability around ongoing financial capability and literacy skills and to reduce further and future financial exclusions
9. Working with, and recruiting clients to, our Lived Experience Steering Committee
10. Provide one to one/group sessions to encourage and increase engagement in the debt advice service
11. Develop marketing and creative initiatives to promote and engage with service users to increase uptake in debt advice service and increase full journey completion.
12. Ensure all project monitoring requirements are adhered to and all learning (including risks and opportunities) is captured and recorded in a timely manner.
13. Perform consistent impact measurements on project components, including undertaking financial wellbeing checks before, during and after, beneficiary engagement with RF service in a non-intrusive manner
14. Actively participate in team meetings and work with colleagues and beneficiaries to further develop the project
15. Maintain effective communication between colleagues, stakeholders and beneficiaries at all times.
16. Undertake recommended and self-identified ongoing training and development to ensure gaps in knowledge/skills are acquired to meet requirement of the role and quality assurance processes in timely manner as directed by Supervisor/LM.
17. Work to an agreed work-plan, meeting targets on time and all required KPI
18. Work collaboratively to share good practice in performance and quality improvement with fellow advisers/wider team.
19. Ensure that all services comply with equal opportunities and other relevant policies and quality standards and good practice as outlined in organisational policies.
20. Ensure all work is fully compliant with Rooted Finance policies and procedures and Quality Standard
21. Ensure data protections regulations are adhered to and office procedures followed
22. Abide by all Health & Safety at Work Act procedures
23. Adhere to policy and procedures around safeguarding vulnerable adults at risk
24. Demonstrable understanding and application of the provisions of GDPR
25. Behave in a professional manner at all times
26. Act as an ambassador for Rooted Finance, reflecting the objectives and values, and to always work in the best interests of the charity.
Other 1. Undertake additional tasks as defined by Advice Manager of RF and senior management team.
PERSON SPECIFICATIONS
Qualification
Desirable: Educated to a degree standard or equivalent.
Essential: Relevant professional qualification (i.e.CMA Connect Money Mentor training)/ or equivalent gained through experience Evidence of continued professional development
Skills
Desirable: Excellent understanding of the principles and current best practice in debt, financial capability and financial inclusion.
Essential: Knowledge and understanding of the welfare benefit system and experience of advising customers on benefits.Understanding and commitments to the aims, principles, values and quality standards of Rooted Finance services. Awareness of, and ability to, understand and empathise with clients from a diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. Ability to use sensitive listening and questioning skills to get to the root of the issues and empower clients Ability to remain non-judgmental and apply active listening Ability to provide outstanding customer service Good communications skills – including written and personal presentation skills. Ability to give and receive feedback objectively and sensitively, and work as part of a team and be open to learning from others. Ability to manage own time and meet deadlines.High standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information Knowledge and experience of using case management systems to maintain accurate records Working in a small team and autonomously, experience of working in client facing role. A commitment to continuous professional development, including a willingness to develop knowledge and skills in advice topics
Experience
Desirable: Experience of supporting and guiding junior team members (volunteer/trainee team members)
Essential: Experience of working directly in a community setting such as adult health and social care, learning support or information and advice settings Experience of gathering, providing and disseminating complex and sensitive information Experience of liaising with partner agencies; Excellent communication, negotiation and organisational skills; Commitment to working flexibly across all RF services, including evenings and weekends (TOIL applied)
OTHER:
This role will be subject to an enhanced DBS check Rooted Finance is registered with the Information Commissioner's Office and will process your personal data in accordance with the General Data Protection Regulation and Data Protection Act 2018. Please refer to our online Privacy Policy for more information on how your personal data will be processed and stored. This job description and personal specification does not form part of any contract.
The client requests no contact from agencies or media sales.