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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!
nasen is currently recruiting a Head of Data & Insights to lead all digital technology and analytical requirements across the charity.
Job vacancy: Head of Data and Insights
Location: Tamworth (Hybrid, Office 2 days per week)
Salary: £45,900 per annum
Hours: Full time (part time working considered)
Contract Type: Permanent
About us
nasen is the National Association for Special Educational Needs – a charitable organisation that exists to support and champion those working with, and for, children and young people with SEND and learning differences.
We seek to ensure that all education practitioners across early years, schools, post-16 and wider settings are equipped to understand, identify and support those with SEND and learning differences, and provide Continuing Professional Development (CPD), resources, advice, information and much more to enable all staff to meet the needs of all their learners.
nasen brings organisations together, whether locally or nationally, to share practice, shape solutions. Our priorities are those that matter to the education and SEND sector, drawing on our direct engagement with practitioners, school leaders, SENCOs, local authorities and hearing from the lived experience of children and young people.
About the role
This role within nasen’s Senior Leadership team offers the opportunity to join a small, yet dedicated and passionate workforce at an exciting time following the launch of nasen Plus membership and nasen Academy.
This opportunity will allow you to be the key lead in influencing the direction of our digital strategy, whilst also contributing to the day-to-day tasks required to maintain and implement an effective and accessible digital platform.
You will be an essential and valued member of the Senior Leadership Team, helping us in our mission to create an inclusive and equitable education for all.
Role objectives
Employee Benefits
Closing Date: Monday 15th June 2026
Interviews are expected to take place the week beginning 22nd June.
N.B. We will be reviewing applications as they come in, we will close the advert early if we receive sufficient quality applicants, please apply early to avoid disappointment.
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.
Equality, Diversity and Inclusion
We aim to be an inclusive employer – let us know if you have any access requirements for the recruitment process. We are happy to offer interviews online or in person. The interview process will include a conversation with prepared questions.
No agencies please.
Executive Director/Co-CEO
We are looking for an experienced leader from the arts, cultural, or voluntary sector with a strong track record in financial management, fundraising, organisational development, and governance.
Join an ambitious and innovative charity working at the intersection of arts, migration, and social change. For almost 50 years, they have collaborated creatively with diverse communities, particularly those with lived experience of migration, to champion inclusion, amplify voices, and create meaningful cultural impact.
Position: Executive Director/Co-CEO
Location: Manchester/Hybrid (3 days per week at the office in Hulme, Manchester)
Hours: Part-time (4 days per week), 30 hours per week
Salary: £42,000 pro rata (actual £33,600) plus a 5% employer pension contribution
Contract: Permanent
Closing Date: 22 June 2026, Midday
Interviews: 1 July 2026, Hulme Manchester
The Role
Working in equal partnership with the Artistic Director, you will provide strategic and operational leadership, ensuring the organisation's financial, organisational, and governance foundations are as strong and forward-thinking as its artistic practice. Together, you will shape the future vision while leading an inclusive, resilient, and values-driven organisation.
Duties and responsibilities include:
As Co-CEO, you will cultivate a collaborative and transparent organisational culture, lead a dedicated team, and build strong relationships across local, national, and international networks. Above all, you will share a commitment to creativity, inclusion, and social justice, and be excited by the opportunity to use your leadership to support positive change through the arts.
If this opportunity inspires you, we would be delighted to hear from you.
About You
You will bring experience of securing income from a range of sources, alongside a practical understanding of charity regulation and compliance.
You will also have experience of:
About the Organisation
Join a dynamic and innovative charity focused on arts, migration and socially engaged practice. This creative work is delivered through three strands: Young People, Communities and Artist Development. The charity also strengthen the organisation through sector development and organisational development.
We actively encourages applications from individuals of all backgrounds, particularly those underrepresented in the arts sector.
If you require any adjustments or accommodations during the recruitment process such as alternative formats for application materials, additional support for interviews or if you have specific access requirements, please let us know.
If you do not hear back from us by 25 June, please assume that you have not been shortlisted for the role.
You may also have experience in areas such as CEO, Chief Exec, Chief Executive, Managing Director, Deputy CEO, Deputy Chief Exec, Deputy Chief Executive, Deputy Managing Director.
Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People. #INDNFP
The Talent Set are proud to be partnering with Addenbrooke’s Charitable Trust in their search for a Head of Individual Giving and Supporter Engagement. We are looking for an experienced individual giving professional who can lead the individual giving programme and driving income growth to meet their ambitious goals.
Addenbrooke’s Charitable Trust (ACT) exists to make their outstanding hospitals even better. They raise vital funds to support Addenbrooke’s and the Rosie hospitals — connecting generous people with projects that go beyond the boundaries of NHS funding and help deliver the very best in patient care, clinical outcomes and research.
ACT is entering a defining chapter: alongside supporting their existing hospitals, they are helping to bring to life two once-in-a-generation pioneering new hospitals: the Cambridge Cancer Research Hospital and the Cambridge Children’s Hospital. Together, these hospitals will transform healthcare locally, nationally and globally, placing Cambridge at the heart of medical innovation.
The Role
As the Head of Individual Giving & Supporter Engagement, you will be instrumental in developing and executing an ambitious growth plan to maximise Individual giving income and supporter engagement. Managing an income responsibility of circa £1 million, you will lead and motivate a talented team of three fundraisers.
Key Responsibilities:
Experience Needed:
What’s on Offer
How to Apply
To apply, please submit your CV demonstrating your suitability for this role by clicking the 'apply now' button (please do not apply via email). We aim to get back to all successful candidates within 48 working hours.
Commitment to Diversity
The Talent Set are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, religion or belief, sex, sexual orientation, gender reassignment, marriage and civil partnership, pregnancy and maternity, disability, or age. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.
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.
Are you a dog lover who wants to make a difference through fundraising?
We’re looking for a Head of Mass Participation and Community Fundraising to lead the delivery of our exciting mass participation and community fundraising work, from sporting and challenge events to building community with local donors near our rehoming centres.
What does this role do?
As Head of Mass Participation and Community Fundraising, you'll:
This role can be based at any of our rehoming centres and will involve frequent travel to rehoming centres around the UK. Interviews are provisionally scheduled for 25th June 2026, and will take place on Teams.
Could this be you?
To be successful in this role, you’ll have a proven track record in leading community fundraising teams, with the ability to drive performance to deliver income growth. You’ll need experience of managing people, ideally remotely, as this role looks after a large team working from all corners of the UK. You’ll be confident working closely with senior stakeholders, negotiating and influencing, as well as the ability to deliver effective change management, ensuring teams understand the strategic vision and are motivated to deliver it. Above all, you’ll be passionate about fundraising and the work we do, and the ability to champion the amazing work our mass participation and community fundraising teams do.
About Dogs Trust
We love dogs. That’s why we do whatever we can to make sure every four-legged friend gets the love they deserve. We’ll never put a healthy dog down, so our work is focused on helping dogs in need, supporting owners every step of the walk, and creating a better world for dogs in the future. It’s what we’ve been doing since 1891 and how we’ve grown to become the UK’s leading dog charity, helping 12,000 loyal friends find their forever homes every year.
To apply for this position please click the APPLY NOW button. Our application process requires you submit a personal statement explaining your interest and suitability for the role.
Dogs are incredibly diverse, much like the humans that love them! At Dogs Trust we value diversity, and we're committed to fostering an inclusive culture. We actively encourage applications from people of all backgrounds, abilities, and cultures and believe that a diverse workforce helps us to achieve our mission. Our colleague networks give our people a voice, acting as vehicles for real and meaningful change within Dogs Trust. We truly want to see every candidate shine throughout the entire job application process, interview stages, and during their time with us. If there's anything on your mind or any adjustments you may need, don't hesitate to reach out to us. We're here to support you every step of the way.
Legacy & Major Donor Lead
Beechcroft House, Vicarage Lane, Curdridge, Southampton, Hampshire, SO32 2DP (with hybrid working available)
Up to £37,500 gross per annum depending on skills and experience
Permanent, Full Time – 35 Hours per Week
Closing date: 02 July 2026
Interviews: 08 and 15 July 2026
Hampshire & Isle of Wight Wildlife Trust is shaping a wilder future for our counties – protecting special places, restoring habitats and inspiring people to act for nature. As part of the UK’s fastest-growing movement for nature’s recovery, we lead with passion, integrity and bold thinking. Join a team where your work has purpose, your ideas matter, and you can help create lasting change for wildlife and people.
We are seeking a Legacy & Major Donor Lead to join our cause.
Created as part of investment in the Trust’s fundraising capacity, this exciting new role will take the lead on our crucial legacy and major donor income streams as we strive to achieve transformative income to support nature’s recovery across Hampshire and the Isle of Wight.
What you’ll be doing:
Leading on all operational aspects of these income streams and inputting into strategy with the Senior Philanthropy & Partnerships Manager, you will have responsibility for growing the Trust’s legacy, mid-level and major donor fundraising.
With support from colleagues across the department and wider Trust, you’ll provide stewardship to a portfolio of mid and high-value relationships, cultivate and secure new donors, and act as a champion for this crucial area of work across the organisation.
About you:
You will be an experienced fundraiser with outstanding communication skills and strong technical legacy skills and knowledge, as well as in-depth knowledge and track record of success in growing a major donor programme. You’re a proactive, positive and confident fundraiser with the experience and expertise to take the lead across our legacy and major donor income streams.
Wild About Inclusion!
As an inclusive employer we recognise that our workforce needs to better reflect the communities in which we live and work. We encourage applications from all sections of the community, particularly those underrepresented within our sector, including people from black, Asian, minority Ethnic backgrounds and people with disabilities. We are committed to creating a Movement that recognises and truly values individual differences and identities.
Disability Confident. We are proudly a Disability Confident Committed employer. The scheme is helping us recruit and retain great people to meet our workforce needs. As a member of the scheme, we will ensure that a fair and proportionate number of disabled applicants that meet the minimum criteria for this position will be offered an interview.
To be considered for an interview under the Disability Confident Scheme you must:
(*Substantial is more than minor or trivial **Long-term means 12 months or more)
We are happy to discuss the possibilities of hybrid and flexible working
This role will be based at our office in Curdridge, however, we are happy to accommodate a hybrid working routine, and discuss a pattern of work which mutually suits the candidate and the Trust. Traditionally, office hours are Monday to Friday, 9am-5pm with an hour lunch break. We value spending time working in-person to develop strong connections with each other and with our mission, so we although we offer hybrid working, we do not offer full home working within our roles.
We offer a wide range of benefits including a competitive salary, generous annual leave allowance, a contributory pension scheme, life assurance, learning and development support, 24-hour access to our employee assistance programme, discounted staff travel with our corporate partners Wightlink (subject to T&Cs), free parking at our sites and more.
Are you an inspiring senior fundraising leader who wants to use their skills to help people experience the best possible quality of life, to the end of life?
As the new Head of Fundraising at St Catherine's Hospice, you'll enjoy the best of both worlds: leading and developing a growing team towards high performance, while remaining hands-on in building and nurturing high-value donor relationships.
Salary: £44,341 per annum
Contract: Full Time | 37.5 hours per week
Location: Preston, with hybrid option with up to 2 days homeworking
Benefits: Enjoy 36 days' holiday (including bank holidays), an extra wellbeing day for your birthday, up to 8% employer pension contributions, Blue Light Card discounts, discounted on-site meals, career development opportunities, life insurance, and an employee assistance programme.
Culture: Join a supportive and collaborative team, all located within a scenic working environment.
The Role:
Reporting to the Director of Marketing and Engagement, you will lead, develop and inspire a dedicated fundraising team, creating a high-performance culture that delivers ambitious income targets across a diverse portfolio.
This is a strategic and hands-on leadership role. You will be responsible for developing and delivering the hospice's fundraising strategy, identifying new opportunities for growth, and personally supporting key relationships and fundraising initiatives. You will work closely with senior colleagues, trustees and external stakeholders, providing regular updates and reports to the Board on fundraising performance, opportunities and risks.
About You:
We are seeking a confident and experienced fundraising professional who combines strategic thinking with a practical, hands-on approach. You will be an inspirational leader with a proven ability to deliver income growth, develop high-performing teams and build strong relationships with supporters, partners and senior stakeholders.
You will be comfortable operating both strategically and operationally, with the credibility and communication skills to influence at Board level and represent the hospice externally.
Your Experience
Why Join St Catherine's Hospice?
St Catherine's cares for patients and their loved ones across Chorley, Preston and South Ribble who are affected by life-shortening conditions such as cancer, motor neurone disease and heart failure. Through specialist palliative and end-of-life care, delivered both at the hospice and in people's own homes, the organisation helps individuals achieve the best possible quality of life and focus on what matters most to them in the time they have.
A values-led organisation, with care, compassion and commitment at the heart of everything it does, St Catherine's is deeply valued by its local community. This role offers the opportunity to make a lasting impact by leading a talented fundraising team, influencing strategic decision-making and securing the resources needed to ensure exceptional hospice care remains available for those who need it most.
How to Apply
To find out more or to apply, please contact Ellen Drummond at Charity People with your CV or professional profile. If your experience aligns with what we're looking for, we'll be in touch with further information.
Application Deadline: 1st July 9am
First Stage Interviews: 16th/17th July
Second Stage Interview: In person, 22nd July
Charity People is a forward thinking, inclusive organisation that actively and deliberately promotes equity, diversity and inclusion. We know organisations thrive when inclusion is at the forefront. We evidence our commitment by matching charity needs with the skills and experience of candidates irrespective of background e.g. age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we believe that greater diversity leads to greater results for the charities we work with.
Main Purpose of Role:
· Devise and implement a mixed programme of community fundraising activities, to generate a sustainable source of unrestricted income to meet agreed targets.
Specific Responsibilities:
General Responsibilities:
Responsible for the Health, Safety and welfare of yourself and your colleagues, ensuring the duties and responsibilities are clearly understood and that legislative requirements are adhered to.
Job Description and Review
The job description reflects the present requirements of the post. The description will be reviewed in consultation of the job holder as and when the duties and responsibilities change. Such review will normally also take place at the Annual Appraisal Meeting.
Desirable
Essential
Experience
Knowledge
Skills/Personal Qualities
Other
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!
Community Fundraising Assistant - North
Are you ready to take on a new challenge with a leading charity making a real difference in brain tumour research?
Brain Tumour Research is an exciting, innovative, and ambitious charity. We are passionate about finding a cure for brain tumours through the establishment of dedicated Brain Tumour Research Centres of Excellence around the UK.
After a successful 2025, we’re building on our momentum and looking ahead with ambition. As our work continues to expand, so does our impact. We are now looking for passionate people to join us on the next stage of our journey!
It is a fantastic time to be joining us and we are keen to share this with likeminded and talented individuals. We currently have an opening for a Community Fundraising Assistant - North, to join our Community and Digital Fundraising team.
Have you answered Yes to these questions?
Does this sound like the opportunity to really take the next step in your career?
Excited to learn more about this position? Then please take a read through our recruitment pack which is included within this advert.
If you have the skills and ambition that we are looking for we are excited to receive your application. We are really looking forward to welcoming a new member to our team!
We are asking for a CV as the first step but applicants may be asked to provide a targeted covering letter as part of the selection process. Interviews will be conducted during the application window as appropriate, and will consist of a first interview via MS Teams, progressing, if successful to a face to face second interview, held at our offices in Milton Keynes.
We reserve the right to close the application window early and advise candidates to apply in good time to avoid disappointment.
We are looking for people who share our passion for finding a cure for brain tumours and who have the skills and experience to make a difference. We welcome applications from candidates of all backgrounds, cultures, genders, sexual orientations, abilities, and ages. We believe that diversity enriches our organisation and helps us achieve our mission. We are committed to providing an inclusive and supportive environment where everyone can be themselves and contribute to our vision.
To find a cure for all types of brain tumours To increase the UK investment in brain tumour research
The client requests no contact from agencies or media sales.
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!
The Events Co-ordinator has a pivotal role in coordinating and executing various events and initiatives to support the Charity’s objectives. This position demands meticulous planning, excellent organizational skills, and the ability to manage event logistics effectively.They will work as part of the Events Logistics Team, supporting the senior members of the team, and work with and manage a number of both internal and external stakeholders.
The Events Co-ordinator will work closely with the Head of Events and colleagues across the team to support the delivery of both the Events Logistics and wider Fundraising Team strategic plan, including:
Event Planning: Collaborate with relevant stakeholders to plan, organize, and execute a diverse and often complex range of events including Sponsored Walks and Challenge events such as Abseils, Charity Galas, Stewardship/Cultivation events and a range of charity engagement events.
Events Logistics Management: Coordinate all logistical aspects of events (venue booking, supplier co-ordination, transportation, accommodation, catering, equipment, and staffing requirements); and liaising and negotiating with external stakeholders to ensure our charitable ROI target is achieved. Possess specialist knowledge regarding events policies and procedures including complex event planning, risk assessing and mitigation/emergency planning contracts, manage deliveries, and ensure timely and cost-effective services for events.This includes ensuring compliance with legal, health, and safety obligations, including acquiring necessary permits and licenses for events.
Budget Oversight: To ensure events are delivered in line with specific delegated expenditure budget, and achieve the key objectives established at outset.Develops, manages and tracks delegated budget for own events with input into the overall budget across the year, to assist the Head of Events with budget planning, cost estimation, ensuring events are executed within the allocated financial parameters.
Volunteer Management: Recruit, train, and supervise volunteers, ensuring their roles and responsibilities are clear and well-coordinated during events.
Event Evaluation: Supports, facilitates and monitors progress of each event and initiates and supports performance improvement.Conduct post-event evaluations to assess the success of each event, collect feedback, and implement improvements for future initiatives.
Stakeholder Management & Communication: Collaborates with the marketing and communication team to create promotional materials, advertising campaigns, and social media content to maximize event attendance and support; and the wider income generation teams to create event working groups with shared responsibilities to deliver successful outcomes.Additional stakeholders that would be communicated with on a regular basis include; charity supporters, event attendees, Trust Staff, Charity Board Member and general members of the public.
Sector Insights : To scope and research potential new event opportunities across the region/UK/Internationally as well as keep abreast of sector trends and opportunities.
Personal Attributes: Passionate about the Charity; Proactive, resourceful, and able to solve problems independently.An excellent team player with strong interpersonal skills who is adaptable and open to learning and implementing new strategies.
What we offer:
Flexible and hybrid working to support work-life balance
Generous annual leave entitlement with additional leave for long service
Enhanced sick pay
Enhanced Maternity Pay
Employee Assistance Program and Lifestyle Savings
Free flu jabs
Cycle to work scheme
Charity events throughout the year
Employer enhanced auto-enrolment pension scheme with 8% employer contribution
Ongoing commitment to education and professional development
The Charity is committed to equal opportunities and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Successful candidates will have access to vulnerable beneficiaries therefore the role is subject to Disclosure and Barring Service (DBS) clearance.
This role is for a 12-month fixed term contract for maternity cover.
If you think you have the qualities we are looking for and the desire to contribute, please download the Job Vacancy Pack and then send us a CV and covering letter explaining how you meet the criteria for the role and making clear why you would like to be considered for it.
Interviews will take place on 9th July, applications will close as soon as we have enough viable candidates so please apply early to avoid disappointment.
Making A Difference

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.
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!
We are looking for an organised and proactive individual to identify new prospects (trusts, foundations, corporates and major donors) to support to the philanthropy team in their fundraising efforts.
The role will help develop and expand our prospect pipeline by identifying new opportunities and supporting the philanthropy fundraising team.
This is an exciting time to join The Christie charity as we embark on a period of transformational growth with the launch of key capital appeals enabling us to see a real step change in our income. We are looking for dynamic individuals to join our successful fundraising team at this exciting time
The client requests no contact from agencies or media sales.