Jobs in Coulsdon

Harris Hill has an exciting opportunity for an experienced Trust and Foundations Manager, to join a national health/ medical charity in London, for 6 months.

You will be required to work 2 days in the central London office, with the rest from home. This role can be full time, or 4 days per week pro rota if you wanted less hours, and the pro rota salary is £42840pa.

The main responsibilities of the Trust and Foundations Manager is to research suitable donors for health care programmes in Africa and Asia, preparing funding applications and manage a small pool of existing donors.

This will include preparation of donor reports and other stewardship activity. The role is focused mainly on donors with gift capability at the 40K+ level for which there is an existing pipeline. The postholder will work closely and be supported by the Trust and Foundations team, wider Relationship and Partnerships team and the Programme Funding team.

The role is required to be filled as soon as possible” 

If you would like to learn more about the organisations, its work, and the role, please apply for further information.

At Cast from Clay, we work with organisations that make our societies better for all of us. Are you the person to lead on all things digital for clients campaigning to improve school food, to better conserve the ocean, or to protect children in war?

The job

We're looking for a digital leader. To us, that means you’ll be able to advise clients on how to align their digital presence with their organisational goals. You’ll know what good looks like, and you’ll have the interpersonal skills to explain and convince others of your views.

Ever-curious, you’re the kind of person that is always looking for opportunities to make digital deliver for clients. You'll have an instinctive sense of what will (and won't) work on various platforms (websites, data platforms, Substacks, etc.), how they should complement each other and what it means to build an engaged online audience. 

You'll have that instinct because you've done it before: you know how to set digital/design KPIs and manage a team to meet those targets; you’ve run enough website build processes to do it in your sleep, and you know how to identify things a client should do, and explain to them why they should invest in doing them.

You’ll have a number of responsibilities from day one. You’ll take over advising our largest digital clients and be responsible for supporting them in their mission. 

You’ll be the new business lead for any strategy projects that require digital infrastructure – that means identifying what needs to change, writing those ideas into proposals, and pitching them. And you will own the digital roadmap for client content-led platforms, ensuring that the content isn’t just ‘published’ but drives audience growth.

You’ll be managing a team of developers to ensure the final product delivers on the strategic vision. While you may have a technical background, it’s worth being clear that this is not a technical role and we are not looking for exclusively technical candidates.

The challenge

Our clients work in the front line of campaigning to make the world a better place. Their websites are often the first thing funders and policymakers will check to see how legitimate or credible an organisation is. Nothing kills credibility faster than a website that loads slowly, categorises content in a way that no-one outside the organisation understands, or a site where the design is just… bad.

The challenge is that too many policy websites prioritise internal audiences over external. Rather than thinking “what does policymaker X need to see?”, the question is “what do senior management want to see on the website?” This leads to websites that are an output in themselves, rather than websites that lead to outcomes.

Your job is to ensure that all our digital workstreams avoid that trap; that they prioritise outcomes (hard to do), over simple outputs (anyone can do).

What we are looking for: 

• Someone who prizes outcomes over outputs, and knows how to adapt their approach to achieve best results. 

• Clear leadership of a digital function–in a consultancy, a nonprofit, or another relevant organisation.

• A consultative approach: you’re able to identify problems, solutions and opportunities, and convince others of your point of view.

• Commercial and revenue management experience.

• Experience managing a team, and an understanding of how to get the best out of different types of people in that team.

• An understanding of the policy landscape and know how to use digital platforms to move the needle with policymakers, media, and other stakeholders.

If you feel like you don’t meet 100% of the criteria, please don’t let that stop you. If you love the sound of this role and have a strong foundation in building and growing content-led platforms across multiple digital touchpoints, we would love to hear from you.

Why us?

We’re proud to be named one of the Sunday Times Best Places to Work 2026, and we work hard to keep it that way.

The kinds of people that thrive at Cast from Clay are intellectually curious, are open to challenge, and care about the details. Most importantly, they prize clarity of thought. In today’s world we are overwhelmed with information and content. Knowing what you think and being able to explain why is, to our minds, one of the most important skills of today.

It’s worth saying that we don’t care what your political views are, as long as you have some. The team has a mix of views, and we view ideological diversity as crucial to our ability to be an effective consultancy.

What we offer

We offer a competitive benefits package for all our positions, including enhanced parental leave, sabbaticals, and training budgets.

• Office: we work from our offices in Vauxhall on Tuesdays and Thursdays. You’re welcome to use the office more frequently than that if you wish.

• Home office allowance: we’ll make a £150 contribution towards kitting out your home workspace.

• Flexible working: tell us how you work best and we’ll do what we can to make it happen – including if you want to spend time working from abroad.

• Regular team socials: we like spending time together so every few weeks we come up with ideas for things to do together. That’s included board games over pizza, ice skating, movie nights, playing a VR game together and going on llama safari at our local city farm.

• Training: you’ll get up to £200 annual training budget to spend on your professional development. 

• Pension: we will pay 5% of your salary, matching the 5% you pay, to make a total of 10% annual contributions.

• Holidays: we offer 25 days holiday per year, plus bank holidays, and we close the office over Christmas.

• Bonuses: we offer a 5% new business bonus, and a company wide bonus if annual profit targets are hit.

Interested?

If this sounds like you, please apply here with: 

1. One example of how you have used digital to deliver a real-world outcome (we aren’t interested in engagement stats/number of hits)

2. Your CV (no more than 2 pages).

We expect to receive a lot of applications for this role. To help yours stand out, please give us a couple of sentences in your email as to why you want to work at Cast from Clay. 

It’s also worth saying that we want to hear your genuine voice, so please don’t use AI to write this. Not least because there will be lots of people who will use AI, and it’s always amusing for us when a bunch of very different people all write the same thing…!

Things to note

• You need to have permission to work in the U.K. already - we cannot sponsor visas for this role.

• We are an equal opportunities employer and we are determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, class, disability, religion, belief, sexual orientation, marital status, or race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.

Individual Giving Manager Salary: £42,684 plus £3,090 Inner London Weighting
Location: London (hybrid, two days per week in the office)
Contract: Full time, permanent

We are looking for an experienced Individual Giving Manager to lead supporter acquisition and retention activity, driving income growth and long-term supporter value.
This is a hands-on role where you will lead multi-channel fundraising campaigns across direct mail, digital, DRTV, telemarketing and face-to-face. You will shape and evolve the individual giving programme through testing, insight and innovation, ensuring supporters feel inspired and connected to the cause.
Key responsibilities include:

• Leading acquisition and retention strategies, plans and budgets
• Delivering multi-channel fundraising campaigns end to end
• Driving income growth and maximising supporter lifetime value
• Developing engaging fundraising propositions and creative content
• Managing income and expenditure budgets, forecasting and reporting
• Managing agencies and external suppliers
• Working collaboratively across fundraising, marketing and the wider organisation
• Ensuring compliance with fundraising and data protection regulations

About you:

• Significant experience in individual giving or direct marketing
• Strong multi-channel campaign delivery experience
• Confident managing budgets and analysing performance
• Data-driven, creative and comfortable testing new ideas
• Experience managing agencies and working with stakeholders
• Experience leading or mentoring others
• Prize-led fundraising experience is desirable but not essential

We are committed to inclusion and diversity and to enabling disabled people with complex communication needs to be fully included in society.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

• Do you thrive in process-driven roles where accuracy, empathy and clear communication really matter?
• Do you enjoy being the person people turn to for answers – bringing calm, clarity and structure to complex situations?

 
 
TPP Recruitment is supporting an awarding and professional membership body to recruit a Student Services Officer.
 
This is an exciting opportunity to join a newly structured Education Directorate and play a central role in shaping the student experience. As Student Services Officer, you will be at the heart of a high-volume, process-driven environment – supporting learners throughout their qualification journey and ensuring services are delivered efficiently, fairly, and with care.
 
This role would suit candidates from education, administration, customer service or high-level PA backgrounds who enjoy structured processes, clear policies, and meaningful interactions with stakeholders.
 
 
Salary: £35,000 per annum
Employment type: Permanent
Working arrangements: Home based with mandatory attendance at company meetings
Working pattern: Full-time, 35 hours per week
Other benefits:

• 25 days annual leave plus bank holidays
• Generous pension scheme (10% employer contribution)
• Life assurance and income protection cover
• Employee assistance programme and optional private medical insurance
• Ongoing learning and development opportunities

 

About the Organisation
 
This organisation is a well-established awarding and professional body with a strong reputation for delivering high-quality qualifications that support career development across a specialist sector.
 
With a clear commitment to accessibility, inclusivity, and continuous improvement, they are focused on delivering an excellent student experience while maintaining rigorous standards and regulatory compliance.
 
You will be joining during a period of growth, as a new team is established to strengthen student services and support evolving qualification delivery.

About the Role
 
As Student Services Officer, you will act as a key point of contact for students, supporting them throughout their journey and ensuring enquiries, requests, and processes are handled efficiently and professionally.
 
This is a varied role combining customer service, administration, and communication, with a strong emphasis on following structured processes and maintaining high levels of accuracy.
 
You will also contribute to student engagement through communications, website updates, and newsletters, helping to ensure students receive clear, timely, and helpful information.

Key Responsibilities
 

• Act as the first point of contact for student enquiries and complaints via phone and email
• Manage requests including deferrals, exemptions and cancellations
• Process applications for reasonable adjustments and special considerations in line with policies
• Liaise with exam platform providers to support exam delivery and resolve queries
• Support and administer misconduct and compliance-related processes
• Maintain accurate student records and ensure data is handled in line with requirements
• Produce and issue student newsletters (minimum six per year)
• Update website content and manage student-facing communications
• Support social media and engagement channels, including LinkedIn

 
 
Skills / Experience Required
 

• Experience in a process-driven administrative or customer-facing role (education experience beneficial but not essential)
• Strong attention to detail and ability to follow structured procedures consistently
• Experience reviewing applications or documentation and making decisions within clear frameworks
• Excellent written communication skills, with the ability to produce clear and accurate content
• Confident managing high volumes of enquiries while maintaining a professional and supportive tone
• Experience handling complaints, with the ability to take ownership and resolve issues end-to-end
• Ability to support individuals in sensitive situations with empathy, while adhering to policies
• Strong organisational skills and ability to manage multiple processes simultaneously
• Experience using systems and managing data; confidence updating websites or content platforms
• Able to adapt communication style across different audiences and formats

 
 
To Apply
 

• To apply for this Student Services Officer role, please submit your CV and a tailored cover letter outlining how your experience aligns with the role requirements.
  • Applications will be reviewed on a rolling basis, and early application is encouraged as the vacancy may close ahead of the advertised deadline.

 
 
Interview Process
 

• Two-stage process with assessment
• Mid-July 2026

 
 
Deadline
 

• Friday 26th June 2026

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.

Executive Director

Lead the next chapter of a growing organisation championing East and Southeast Asian communities across the UK.

We're looking for an experienced, values-driven leader to shape SEEAC's future, strengthen our impact, and help build a more equitable and representative society.

The Southeast and East Asian Centre (SEEAC) is a community-led organisation working to amplify East and Southeast Asian voices, strengthen cultural identity and representation, and advocate for the rights and wellbeing of ESEA communities.

This is an exciting opportunity to join SEEAC at a pivotal moment in our development. As Executive Director, you will provide strategic leadership across the organisation, working closely with our Board, staff, partners and communities to deliver our mission and ensure long-term sustainability.

You will lead organisational strategy, fundraising, partnerships, governance and operations, while acting as a visible and inspiring ambassador for SEEAC's work. The role offers the opportunity to shape the future direction of the organisation and help expand our reach, influence and impact.

About You

We're looking for someone who can combine strategic thinking with collaborative leadership and a strong commitment to social justice.

You will bring:

• Senior leadership experience within the charity, cultural, community or non-profit sector

• A strong track record in fundraising and income generation

• Experience overseeing organisational strategy, governance and financial management

• Excellent relationship-building and partnership skills

• The ability to inspire teams, stakeholders and supporters

• A passion for community empowerment, representation and equity

Experience working with East and Southeast Asian communities is highly desirable, though we welcome applications from candidates with transferable leadership experience who share our values and vision.

What We Offer

• Salary up to £50,000 FTE (pro rata, depending on experience)

• Part-time role (0.8 FTE / 4 days per week)

• Hybrid working arrangements

• Flexible working practices

• Pension contributions

• 28 days annual leave including bank holidays (pro rata)

• A unique opportunity to lead a respected and growing community organisation

How to Apply

Please submit:

• A CV (maximum 3 pages)

• A cover letter outlining how your experience meets the essential criteria

Applications close at 9:00am on 3 July, 2026.

We particularly welcome applications from people of East and Southeast Asian heritage and from groups currently underrepresented in leadership positions.

Individual giving manager

When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed.

About the Role

We are looking for an experienced Individual Giving Manager to lead the development and delivery of our supporter acquisition and retention strategies. This is a full time, permanent role working on a hybrid basis with 2 days per week in our London office.

This is a varied and hands-on role where you will lead multi-channel campaigns, driving supporter growth, income and lifetime value.

The Individual Giving & Legacies team is a key driver of voluntary income at Sense. We are an ambitious and growing team, focused on increasing supporter engagement and long-term income. You will play a key role in shaping our individual giving programme, testing new ideas, improving performance and ensuring our supporters feel inspired and connected to our work.

Key Responsibilities

• Develop and deliver supporter acquisition and retention strategies, plans and budgets.
• Lead multi-channel fundraising campaigns across direct mail, digital, DRTV, telemarketing and face-to-face.
• Drive income growth and maximise value of supporters.
• Develop engaging fundraising propositions and creative campaign content.
• Lead ongoing testing, learning and innovation across products, audiences and channels.
• Manage income and expenditure budgets, with responsibility for forecasting and reporting.
• Build and manage relationships with external agencies and suppliers.
• Collaborate across fundraising, marketing and the wider organisation to identify new opportunities.
• Ensure all activity is compliant with fundraising regulations and data protection legislation.

About You

We’re looking for a confident and data-driven fundraiser with strong experience in individual giving and direct marketing. You’ll be both strategic and hands-on, comfortable managing campaigns end-to-end while continuously improving performance through insight and innovation.

You will bring:

• Proven experience delivering successful individual giving or direct marketing campaigns.
• Strong multi-channel experience (e.g. direct mail, digital, DRTV, telemarketing, face-to-face).
• Experience managing budgets, forecasting and reporting on performance.
• Strong analytical skills, including segmentation, targeting and campaign optimisation.
• Experience managing agencies and external partners.
• Excellent communication and stakeholder management skills.
• Experience leading or mentoring team members.
• Experience with prize-led fundraising would be beneficial but is not essential.

About Sense

We believe that every disabled person should have the opportunity to connect with others and be included in the world. We use our knowledge and expertise to deliver personalised, creative and flexible support at every stage of life. Sense is proud to be a disability confident leader.

Working at Sense can be incredibly rewarding; we offer the opportunity to work in a large, diverse and successful charity where people can develop their skills, knowledge and careers in a supportive and flexible environment. In addition, we have excellent training and development, the opportunity for you to join our Group Personal Pension scheme and a generous annual leave entitlement.

To apply

Please use the link below to complete your application. Managers will use your application to shortlist candidates for interview, in relation to the Personal Specification. Therefore, it is very important you complete this section thoroughly. We would recommend that you read the candidate guidelines, job description and person specification (found at the base of this advert) before applying.

Please note to avoid disappointment, we advise you to submit your application as soon as possible as we reserve the right to close posts at any time.

Sense is committed to safeguarding and promoting the welfare of vulnerable children and adults and expects all employees to share this commitment. Therefore, all offers of employment, where appropriate, are subject to a DBS check; level dependent on the nature of the role.

For this role we particularly welcome applications from candidates from underrepresented ethnic minority backgrounds and candidates with disabilities. Sense is committed to equality of opportunity, and to promoting and celebrating the diversity of staff, volunteers and the people we work with. Everyone's contribution is valued and we ensure they're given the opportunity to realise their potential. 

No agency submissions please: any submissions without prior authorisation from the Sense Recruitment Team will be treated as our own and as such no fee will be payable.

The Deputy Director (Operations & Finance) is a new position in the organisation that will lead the day-to-day running of the organisation, bringing together operations, HR, governance, finance oversight and property management under clear, reliable leadership. Working closely with the Director and deputising in their absence, you will line-manage teams across finance, buildings, studios and administration, and act as Company Secretary to the Board of Trustees.

Beyond keeping the organisation running well, you will play a central role in what comes next including delivery of our 3–5-year strategic business plan, securing a permanent home for the charity, developing Not Another Art School as a scaled income stream, and supporting our pathway toward Arts Council England NPO status.

This is a hands-on, generalist leadership role. You will need to be equally comfortable reviewing a lease, running a Board meeting, troubleshooting an IT system and supporting a member of staff sometimes all in the same week.

KEY RESPONSIBILITIES

• Lead governance and compliance acting as Company Secretary, coordinating Board activity, managing statutory filings, and overseeing health & safety, GDPR, and HR frameworks
• Oversee day-to-day operations across studios, galleries, offices, and project spacesLead on all HR processes recruitment, contracts, appraisals, and staff support for a team of ten
• Manage financial oversight alongside the Finance Manager: budgets, cash flow, management accounts, year-end, and funder reporting
• Develop and manage property relationships lease negotiations, landlord liaison, new site acquisition in line with agreed strategy
• Support fundraising applications and funder compliance, and contribute to building diversified income across earned revenue, trusts & foundations, and public funding
• Drive delivery of the strategic business plan, including NAAS development and ACE Illuminate audience data preparation

WHO WE'RE LOOKING FOR

You don't need to come from the arts sector, but you do need to be operationally excellent, values-driven, and genuinely excited by what TBFAF is becoming. We are looking for someone with strong experience running operations in a small organisation, solid understanding of governance and finance, confidence managing teams, and the breadth to hold a wide remit without dropping the ball.Experience in property or facilities management, HR management, and familiarity with fundraising applications are all desirable, alongside arts, charity, or cultural sector experience and experience working with Boards of Trustees.

A collaborative and tenant focused Housing provider in London is looking to take on a Rent Recovery Officer in their welcoming team environment.  They believe in affordable, good quality houses and are committed to making a difference to their customers and communities in the local area.

They are looking to bring someone in for a minimum of 6 months with the high likelihood it is extended further.  The candidate will manage their patch of properties and are responsible for maximising rental income whilst providing great customer support.

Responsibilities:

• Lead on rent accounts and be the point of contact for tenants for queries
• Maximise income recovery through intervention
• Follow landlord approved escalation processes and procedures
• Hit personal and team KPI’s and help with the take-up of Universal Credit

Requirements:

• Knowledge of income management and relevant housing legislation
• Understanding of welfare benefits and use of financial records and IT systems
• Strong customer service and working well in a team environment
• Ability to communicate effectively with both internal and external stakeholders

If you are looking for your next role and are experienced in Rental Income Recovery, please apply ASAP.

Specialist Teaching Assistant – Autism / SEND

We are Ambitious about Autism, a national charity with a clear goal: to create a world where autistic children and young people are heard, included and supported.

We are looking for patient, empathetic and resilient STAs to join our Ofsted “Outstanding” TreeHouse School in Muswell Hill.

• Full time, permanent (term time only)
• Hours: 8.45am – 4.35pm
• Salary: £27,770 to £28,005 per annum
• Location: Muswell Hill, North London (N10 3JA)
• Start date: September 2026

The role:

This is a role where no two days are ever the same! Some days can be very challenging, but they can also be incredibly rewarding. As a LSA, you will be working on a 1:1 basis with our autistic pupils and assisting them with:

• Access learning
• Developing communication, confidence and independence
• Celebrate progress - however big or small
• Take part in community based activities like swimming, skiing and horse riding
• Responding to behaviours of distress with patient and supportive care
• Supporting pupils with personal care
• Helping our pupils feel safe, understood and proud of themselves

Why join us:

• This is a term time only role (yet you are paid across 52 weeks!)
• You will be placed on a training programme when you join the role with continued CPD
• Be part of a warm, supportive and collaborative team
• Progression opportunities to grow your career in SEND
• Be part of a national charity with a clear mission and shared values
• Varied, meaningful work with real impact
• Access to staff discount schemes, including Blue Light Card eligibility
• Full benefits package is on our website

The official internal title for this role is Specialist Teaching Assistant, but it is advertised externally as Learning Support Assistant to reflect the nature of the role and maximise reach.

Ambitious About Autism is committed to fostering equity, diversity, and inclusion at every level of our organisation. We warmly welcome applications from all qualified candidates, valuing the diverse backgrounds, experiences, and perspectives they bring. We encourage applications from individuals regardless of race, colour, nationality, ethnic or national origins, religion or belief, sex, sexual orientation, gender identity or expression, marital or civil partnership status, pregnancy or parental status, disability, or age.

Our recruitment process promotes equal opportunities, and we are committed to providing reasonable adjustments for candidates with disabilities or additional needs throughout the recruitment process. Please contact our Recruitment Team for accommodations. We recognise disability as a physical or mental impairment that significantly and long-term affects a person's ability to perform day-to-day activities, as defined by the UK Equality Act 2010. All applications will be considered solely on merit, aligned with our mission to support autistic children and young people.

Ambitious About Autism is committed to safeguarding and promoting the welfare of children and young people, and successful candidates will be subject to an Enhanced DBS check. As part of our Safer Recruitment checks, an online search may be carried out in line with Keeping Children Safe in Education.

The safeguarding responsibilities of the post are as per the job description and person specification.
Whether the post is exempt from the Rehabilitation of Offenders Act 1974 and the amendments to the Exceptions Order 1975, 2013 and 2021. This means that when applying for certain jobs and activities, certain spent convictions and cautions are ‘protected', so they do not need to be disclosed to employers, and if they are disclosed, employers cannot take them into account. Further information about filtering offences can be found in the DBS Filter Guidance.

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.

Finance Assistant - Quakers in London (QiL)

Are you an organised financial administrator looking for a role in a dynamic, values-based charity?

• London based

• Full time

• Continuing contract 

• Salary £33,000–£35,000 depending on experience

• Start Date September 2026 

Eight Quaker charities in London are merging at the end of 2026.

We are seeking a Finance Assistant to work alongside the Senior Finance Manager as this merger takes place and to support QiL longterm. As the Finance Assistant, you will be responsible for the day-to-day financial processing and reporting for QiL, supporting both centrally managed and locally managed Local Meetings. You will  be an integral part of the finance team.

You do not need to be a Quaker, or to have previous experience of Quaker structures, to apply. But you will need to be able to work within a values-led organisation, and work alongside those appointed to volunteer roles. 

The successful candidate will have experience in financial administration, bookkeeping, or accounts processing.They will also have excellent attention to detail and organisational skills and strong numerical and IT skills, including proficiency with spreadsheets and finance systems. They will combine these skills with the ability to work effectively independently, in a team and with a broader community, including the ability to communicate financial matters to non-specialists.

Find the application pack, including more information about the role and Quakers on the Quakers in London website. 

Closing date: 28 June 2026