Individual giving manager jobs

Legacy Administration Coordinator

£31,394pa + Excellent benefits

Woking, Surrey GU21 4LL / Hybrid Working (minimum 40% in person collaboration per month)

Join us at WWF-UK – Legacy Administration Coordinator

About the role

We’re excited to be recruiting a Legacy Administration Coordinator, to join WWF-UK's Legacy Management team and help ensure that gifts left for WWF-UK in wills are administered with care, professionalism and attention to detail.

Legacies play a vital role in supporting WWF-UK's work, representing around a quarter of WWF-UK's income and helping to fund long-term action for nature and climate.

As Legacy Administration Coordinator, you'll play an important role in supporting the administration of legacy gifts, working with solicitors, executors, supporters and colleagues to ensure cases are managed accurately, sensitively and efficiently.

This is a varied role combining administration, relationship management and financial processes. You'll help maintain accurate records, support legacy case administration and act as an important point of contact for a wide range of enquiries. Along the way, you'll build relationships with legal professionals, supporters and colleagues across WWF-UK while helping to ensure that every gift is managed in line with both the wishes of the supporter and WWF-UK's responsibilities as a charity.

Skills and experience

You’ll bring the skills and experience needed to succeed in this role, including:

Essential

· Experience working in an administrative, legal, charity or financial environment

· Excellent organisational skills, with the ability to manage multiple tasks and priorities accurately and efficiently

· Strong attention to detail and ability to maintain high standards of record keeping and administration

· Excellent written and verbal communication skills

· Strong interpersonal skills and the ability to build positive relationships with a wide range of people

· Ability to communicate sensitively and professionally in situations that may involve bereavement or other personal circumstances

· Good financial literacy and confidence working with financial information and records

· Experience using databases and Microsoft Office applications

· Ability to work independently, use initiative and make sound day-to-day decisions

· Strong time management and prioritisation skills

· Ability to handle confidential and sensitive information with discretion and good judgement

· Collaborative approach, with the ability to work effectively as part of and in support of a team

Desirable

· Experience working within legacy administration, probate, wills or estate administration

· Knowledge of probate processes and the administration of estates

· Experience working within a charity environment

· Experience working with solicitors, executors or legal professionals

· Experience using legacy or fundraising databases, ideally FirstClass4

· Understanding of legacy fundraising and supporter stewardship

What we offer

We believe in rewarding our team with more than just a salary. Here’s what you can expect:

• Annual leave starting at 26 days a year pro-rated, rising one day each year to 31 days plus bank holidays

• Flexible working options, to support your work life balance

• 5% employer contribution to pension, rising to 10% with employee contribution

• Learning and development opportunities to help you grow

• Regular wellbeing initiatives to support your health and happiness.

This is a UK based contract, and you are required to have the Right to Work in the UK. Unfortunately, we’re unable to offer sponsorship and any offer of employment will be subject to evidence of your Right to Work in the UK.

This role is hybrid with a minimum 40% of your contracted hours spent at our beautiful UK head office, the Living Planet Centre in Woking, Surrey, where you’ll hot desk among trees and gardens.

About WWF-UK

We're a global conservation charity with millions of supporters and hundreds of projects around the world.

At WWF-UK, we’re bringing our world back to life. Protecting what’s left isn’t enough. We’re racing to restore nature and prevent catastrophic climate change. And it’s a race we can win with everyone’s help.

We’re courageous, passionate, and driven by science. For more than 60 years we’ve been at the forefront of global efforts to protect wildlife and the natural world. We work with integrity, collaboration and deep respect for those we partner with.

How to apply

Click the link to apply via our website. You’ll be asked to complete an application form and upload your CV and a supporting statement that tells us why you’ll be a great addition to WWF-UK.

Application closing date - 21/06/2026

Our Diversity Promise to You

At the heart of our mission is a simple truth: the planet needs everyone. That means you - in all your uniqueness, regardless of age, disability, gender identity, marital status, race, faith or belief, sexual orientation, socioeconomic background, or how you choose to express yourself.

We don’t do stereotypes. We work together with purpose, driven by passion and enhanced by respect, courage, and integrity. We pull together from all walks of life to fight for a better future, and we want you to feel supported every step of the way.

We’re proud to be a Disability Confident employer and are committed to creating an inclusive workplace where everyone feels they belong. We actively encourage applications from people of all backgrounds and identities.

So, if there’s anything we can do to make your application or interview experience more comfortable or accessible, just give our Talent Acquisition Team a shout via our website.

Safeguarding Commitment

Just as we celebrate diversity in all its forms, we are equally dedicated to creating a safe environment for every person we work with or encounter.

Our commitment extends to children, adults at risk, and individuals experiencing any form of vulnerability, whether temporary or permanent.

We proudly stand behind CAPSEAH (Common Approach to Protection from Sexual Exploitation, Sexual Abuse and Sexual Harassment) and put this commitment into action through clear policies, thorough training, and recruitment checks tailored to each role, which may include external vetting.

If you ever have a concern, however big or small, know that there are confidential channels ready to support you at WWF-UK. We promise to respond promptly and with care, because protecting every individual is at the heart of everything we do.

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 

Prospect Research Officer
Location: Headquarters in Lincoln – HEMS Way, Lincoln, LN4 2GW. Hybrid working may be available upon completion of probation
Hours: Full-Time, 37.5 per week
Salary: £26,500 to £34,000 (FTE) dependent upon skills and experience
Contract: Permanent
Reporting to: Corporate and Philanthropy Partnerships Manager

About Us

The Lincs & Notts Air Ambulance (LNAA) provides lifesaving critical care to the communities of Lincolnshire & Nottinghamshire, funded by public donations. If somebody is involved in a serious incident or suddenly taken ill, speed and time are of the essence. Giving a patient the best chance of survival, our Air Ambulance crew effectively take the A&E department to the scene of the emergency.

Rated outstanding by the Care Quality Commission across all five areas that were inspected – Safe, Caring, Effective, Responsive and Well led, we are a friendly, inclusive, and dynamic team focused on ensuring we deliver the best possible service. The tie that binds us here at LNAA is our set of values – Teamwork. Respect. Innovation. Compassion (TRIC). We display these attributes in the way we interact with the people we meet, from former patients and volunteers to our supporters and colleagues.

About the Role

Lincs & Notts Air Ambulance are looking for a proactive and analytical Prospect Research Officer to join our team and play a vital role in supporting income growth.

This is an exciting opportunity to work at the heart of fundraising strategy, identifying and researching prospective supporters across corporate organisations, high-net-worth individuals, and trusts & foundations.

Your insight will directly influence fundraising success—helping teams prioritise opportunities, strengthen relationships, and secure vital funding to support lifesaving services.

Our Benefits

• Annual Leave of 25 days, which increases by 1 additional day per completed year of service up to a maximum of 30 days. in addition to bank holidays (pro rata for part time staff)
• Additional days leave for your birthday.
• Pension scheme includes 6% employer contributions, with 4% employee contribution.
• Access to a Health & Wellbeing Care Plan*
• Occupational Sick Pay Scheme*
• Life insurance at 3 times your annual salary*

*On completion of probationary period.

Closing date: Friday 12th June 2026
Interview date: Week commencing 22nd June 2026
N.B. We reserve the right to close this vacancy early if sufficient applications are received.

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.

A full driving licence and access to a vehicle (or equivalent) is required for this role.

Lincs & Notts Air Ambulance is an equal opportunities employer and aims to ensure all applicants are treated fairly and equitably regardless of gender, race, colour, ethnicity, age, disabilities, social economic background, religious or political beliefs, marital status, maternity or paternity, or sexual orientation.

Please note that we are currently unable to sponsor applicants for work visas in the UK. Therefore, you must have the right to work in the UK to be considered for this position. Applications from candidates who require visa sponsorship will not be considered.

No agencies please.

Fundraising Officer

Join an international animal welfare organisation, offering care and protection to donkeys worldwide. 

We now have an exciting opportunity for a proactive team player with outstanding decision-making skills and a strong customer service ethic to join the dedicated Fundraising Department.

Position: Fundraising Officer (internally known as Major Gifts Officer)

Location: Devon/Hybrid (site attendance estimated to be one day per week, flexibility considered)

Hours: Full-time, 35 hours per week, 08.30-16.30, Monday-Friday

Salary: £31,431per annum

Contract: Permanent

Closing Date: Sunday 5 July 2026. Please note this role may close earlier than advertised so apply as soon as possible.

About the Role

As Major Gifts Officer, you will support delivery of agreed activity within the Major Gifts Team, successfully cultivating and stewarding a portfolio of mid-value individuals and trusts and delivering a range of agreed projects. Working closely with the Major Gifts Managers, you will evolve and continuously improve supporter stewardship and cultivation activity in line with their capacity and propensity to donate, continuously evaluating performance.

Your principal duties and responsibilities will include:

• Supporting the delivery of the Major Gifts Strategy, improving Major Gifts performance. 
• Supporting the Major Gifts cultivation/stewardship programme to grow the number of supporters financially contributing mid value and major gifts.
• Managing, supporting and attending Major Gifts stewardship and cultivation meetings and events, including supplier liaison, supporter invite lists, follow ups and budgets. 
• Securing, managing and stewarding a portfolio of active mid-value donors and charitable trusts, delivering compelling bids and donor reports, forging and maintaining strong and enduring relationships.
• Researching current and potential major and mid-value donors to enable a donor-centric approach.
• Delivering and reporting on agreed development and stewardship projects, fundraising targets.
• Maintaining accurate and up-to-date donor information on our CRM system.

About You

We are looking for someone with:

• Demonstrable experience of strong administrative and organisational support within a busy, fast paced environment.
• Strong project management skills, with the ability to plan, organise, and prioritise workloads.
• Excellent written and verbal communication skills.
• Strong data management skills, and experience of working with databases or CRM systems.
• Experience of managing multiple priorities and meeting deadlines.
• Able to support the planning and delivery of activities or events, including administrative and logistical coordination.

Benefits include:

• Competitive pension.
• 31 days holiday (including Bank holidays), rising to 34 will each full year of service.
• Wellbeing team.
• Recorded Pilates and Yoga classes.
• Long service awards.
• Healthshield plan, including reimbursement of some medical expenses up to the specified limits per membership, offers, discounts and cashback on shopping, travel and entertainment from participating outlets, access to a 24/7 GP and counselling service.
• Free parking.
• Subsidised restaurant and shop.

About the Organisation

Join one of the UK’s largest international animal welfare charities, currently supporting projects in over 35 countries worldwide, working for a world where donkeys and mules live free from suffering and their contribution to humanity is fully valued.

The Charity is a Disability Confident Employer, committed to safeguarding and promoting the welfare of vulnerable people (children and adults) and expects all staff and volunteers to undertake this commitment. Applicants will be subject to safer recruitment processes, including an application for a Disclosure and Barring Service (DBS) check where required for the post.

You may also have experience in areas such as Fundraising, Fundraiser, Major Donor, Major Gifts, Fundraising Officer, Major Donor Fundraiser, Major Gifts Fundraiser, Major Donor Fundraising Officer, Major Gifts Fundraising Officer, Events Fundraising, Individual Giving Fundraiser, Community Fundraiser.

Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People. #INDNFP

About the role:

This is a rare opportunity to build something from the ground up and see the direct impact of your work on people experiencing homelessness across London. As our first Philanthropy and Major Gifts Officer, you will work closely with the Assistant Director of Fundraising to bring our new strategy to life, shaping how we engage major donors and grow a powerful community of supporters who are motivated to stand alongside Single Homeless Project (SHP) and our clients. Every relationship you build and every gift you secure will help create real opportunities for our clients to move away from homelessness and towards safety, stability and independence.

You will take the lead in developing and managing meaningful relationships with major donors, creating thoughtful and engaging journeys that bring them closer to our work and the difference it makes day to day. Alongside nurturing existing supporters, you will identify and secure new funding opportunities, building a strong and sustainable pipeline of donors and driving forward this new area of income generation within the team. Working collaboratively across SHP, you will connect philanthropists with our services in a way that feels personal, impactful and rooted in the realities of our work, while contributing to the wider fundraising targets that enable us to keep delivering life changing support.

Hybrid working for us means a mix of in office working in Kings Cross and home working. Currently two days in the office (usually Wednesday and Friday) with the rest from home. 

About you:

• You have experience building relationships with donors, supporters or partners, and know how to turn those relationships into meaningful income or long term support.
• You’re a confident communicator, able to bring a cause to life through conversations and written content that genuinely connects people to impact.
• You’re proactive and driven, comfortable spotting opportunities, growing a pipeline and following through to secure results.
• You’re organised and detail focused, able to manage multiple relationships and keep accurate records using CRM or similar systems.
• You’re motivated by purpose and excited by the chance to help shape and grow a new area of fundraising that directly supports people experiencing homelessness in London.

About us:

We’re London’s leading homelessness charity – and we get things done.

In a city where hundreds are forced into homelessness every day, our work has never been more needed or more challenging. And we’re not shying away. We’re rolling up our sleeves to make change and helping over 10,000 Londoners every year. We prevent homelessness, provide safe places to live and give people the opportunity to rebuild their lives and transform their futures. And we never give up. 

We’re here for Londoners wherever they are on their journey. We start with trust, building relationships that help people feel safe, supported, and ready to move forward. Every day, we put people first in everything we do, challenging injustice and barriers that keep people from the safety, stability and opportunity they deserve. We stand alongside people as they rebuild and shape a future that feels their own. 

Joining Single Homeless Project means joining a team that’s bold, compassionate and determined to do better for the people we support and for each other. You’ll work alongside colleagues with lived experience, in a space that’s trans-inclusive, disability-friendly, and actively striving to be anti-oppressive and equitable. 

We’re not perfect, but we’re real. We listen. We learn. And we push forward, together. Because this isn’t just a job. It’s a chance to lead with empathy, spark change, and help build a London where no one is left behind.

Important info:

Please note we will be reviewing applications and inviting suitable candidates to interview online via Microsoft Teams as applications are received. Therefore, please submit your application as soon as possible as we reserve the right to close the advert as soon as a suitable candidate is identified. 

Suitable candidates will be invited to a second stage interview.

This post will require a Basic DBS check to be processed (by SHP) for the successful applicant.

Please note applications are reviewed for AI use in application questions. Applications with insufficient/without current right to work or requiring sponsorship will not be accepted for this role. 

Location: Home-based in London with regular Project visits within London and the South East

Contract: Permanent

As Volunteer and Community Support Officer you will support the London & South East Area Manager and Regional Managers with volunteer recruitment, documentation of training (such as DBS, references, Food Safety Level 2, First Aid), giving our volunteers a fantastic experience, guest outreach and giving extra support to our London & South East projects as and when required to aid development within the region.

As well as projects across London, our projects include projects across the South Coast and South East and this role will require regular visits across the area. 

Benefits: We offer 26.5 days holiday plus bank holidays, and additional holiday for length of service (pro-rata for part-time). Plus, everyone gets an extra day off on their birthday! Our health and wellbeing cash plan allows staff to claim money back on healthcare bills and includes access to telephone counselling and online GP appointments.

How to apply:  Please upload a CV of no more than two sides, and a covering note/letter of no more than two sides explaining why you are suitable for the role, via our vacancy website: 

Deadline for your application:  11.59pm on Sunday 21st June 2026.

Interviews: planned for Tuesday 30th June 2026.

Inclusivity: At FoodCycle, we are committed to being an equitable, diverse and inclusive organisation. Our vision is to create a working and service environment where every individual is treated with dignity, respect, and fairness. We want everyone to bring their full selves to work and to our community meals. We commit to removing barriers that prevent our employees, volunteers and guests from embracing their distinctive and diverse identities.

We want our organisation to reflect the communities we serve.  We welcome applications for everyone and especially encourage people from unrepresented groups to apply. 

Disability Confident Employer: FoodCycle is a Disability Confident Employer and candidates who are disabled and who meet our minimum criteria for the job will be offered an interview.Please state in your application if you identify as disabled and wish to be considered for a guaranteed interview. We can make reasonable adjustments at any stage of the recruitment process.

Safeguarding: Safeguarding is Everyone’s business – FoodCycle is committed to safeguarding and promoting the welfare / wellbeing of children, young people and adults at risk. This role will therefore require a satisfactory Enhanced DBS check.

Please note that you will need to have existing Right to Work in the UK to apply for this role. We are unable to provide visa sponsorship.

About the team

We have big goals over the next few years.

We're going to be fighting for mental health in a way we never have before.

Together we'll be working to make sure everyone experiencing a mental health problem gets the support and respect they deserve.

Team information

Will you join us?

We won't give up until everyone experiencing a mental health problem gets the support and respect they deserve.

We know we can't achieve this alone. That's why we work closely with organisations and companies that share our commitment to ensuring everyone can access mental health support when they need it.

As part of our Corporate Partnerships team, you'll play a vital role in developing and delivering impactful collaborations. From employee fundraising and bespoke awareness campaigns to tackling mental health stigma, gift-in-kind partnerships and donations. No two partnerships are the same.

The Corporate Partnerships team is part of the wider Income Generation Directorate, which brings together Fundraising, Retail, Business Development and Operations into a single, unified function. Together, we share responsibility for delivering sustainable income growth, strong performance and meaningful organisational impact. Everyone plays a role in this collective approach, working across teams to achieve ambitious targets, strengthen supporter and partner relationships, and embed commercially minded, mission-led ways of working.

This role requires a Disclosure and Barring Service (DBS) check.

Key duties and responsibilities

The Postholder will provide excellent relationship and account management to Mind's existing corporate partnerships to maximise mutual value and impact. They will plan and deliver partnership initiatives, in line with the CorporatePartnerships strategy, to achieve ambitious income targets. This role will contribute to the Corporate Partnerships team accountabilities:

-Secure and grow restricted and unrestricted income via out mutually beneficial corporate partnerships

-Develop and enable corporate partnerships that deliver added value benefits to Mind and it's work i.e. gift-in-kind and pro-bono support

-Develop and enable corporate partnerships in support of Mind reaching new audiences

-Deliver an excellent experience in support of effective, long-term relationships

Mind's equity statement

Mind is committed to equality of opportunity for all staff, and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please refer to the Job Description while completing your application as candidates will be shortlisted based on how closely they match the criteria in the personal specification.

About Orbis UK

Orbis UK is an affiliate of Orbis International, an eye care charity that transforms lives through the prevention and treatment of avoidable blindness and visual impairment.

Over 1.1 billion people live with vision loss in the world today. Yet for a staggering 90% of these people, visual impairment is treatable or could have been prevented.

At Orbis we work to change this injustice by providing treatment to thousands of people each year, training new generations of eye health-workers, and leading cutting-edge scientific breakthroughs that restore sight. Our vision is a world where communities strive together in the fight to save sight, and no-one is needlessly blind.

Orbis UK (Orbis Charitable Trust) is a registered charity in the UK and raises income from funders across the UK, Europe and the Middle East, towards our global commitment to eliminate avoidable blindness. In 2025, the UK team raised £10m.  These funds supported 18 projects across 8 countries. With these funds we delivered 9,908 training sessions for health workers, enabled 469,287 eye screenings, 37,378 treatments and delivered 2.5m doses of antibiotics to tackle trachoma.

Our ambition is to grow our income consistently over £10 million per year within the next five years.

About the role

Orbis UK is offering the role of Senior Finance Officer, as the organisation seeks to grow and build on past successes to reach its target of achieving £10m income in the next 5 years.

This role is vital in order to support a highly performing group of staff as we seek to transform lives through the prevention and treatment of blindness. This role will sit within the Finance Team, which is responsible for the day-to-day finance operations of the organisation supporting both the Finance Manager and the Director of Finance and Operations in processing payments, payroll, journals, bank reconciliations and other key financial tasks needed for the successful running of a small international charity.

This is an ideal role for someone who has an appetite for growth in their skills and knowledge and who has an aptitude for process and structure, which is critical when helping to manage the resources of an organisation, ensuring financial discipline and effective controls are maintained throughout. This role would be perfect for any candidate looking to further their career in finance and accountancy and you will be supported by a team of experienced accountants to guide and train you as well as provide you with plenty of development and learning opportunities, especially in pursuit of an accountancy qualification.

Working within a team where new ideas are promoted and encouraged under an experienced Finance Manager, this role provides the perfect opportunity for the postholder to take ownership and make demonstrable change within a thriving international NGO.

We are looking for someone who has excellent, demonstrable financial acumen and experience, excellent communication skills, both written and verbal, who can demonstrate an ability to learn with a thirst for new ideas. A high degree of IT proficiency is important as the organisation seeks to use technology, including Artificial Intelligence, to work more effectively for the achievement of growth in the organisation. Knowledge of the NGO sector is desirable, but we are open to applications from across disciplines and expertise if you can demonstrate your aptitude for the role with a hunger to learn. Applications from candidates seeking to work part time (30 hours per week) will be considered for the right candidate, which can be worked flexibly.

The main responsibilities of this role are:

• To provide effective financial support to the Finance team and the wider organisation to ensure the smooth running of the charity.
• To ensure business continuity is maintained through the management of the purchase ledger function, including BACS, online banking payments and the review of expenses and credit card payments, payroll, income and bank reconciliations and other key tasks needed to ensure financial reporting can be made on schedule and in line with statutory, audit and trustee deadlines.
• To be organised, have excellent attention to detail and the ability to prioritise and manage a changing workload.

Benefits of working for Orbis UK

Before completion of probation:

• Competitive Salary benchmarked annually
• Minimum 25 days holiday pro-rated increasing with length of service
• Life Assurance Policy (4 x salary)
• Employee Assistance Programme
• E-learning Courses
• Social Activities
• Flexitime
• Free Sight test

After completion of probation:

• Matched employer pension contribution up to a maximum of 10% of basic salary
• Interest free season ticket loan
• Cycle to work scheme
• Electric Vehicle Salary Sacrifice scheme
• Contribution to cost of new prescription glasses
• Possibility of an overseas project visit after 3 years’ service

 Application and interviews

Closing Date: 11th June 2026
First Interviews: 19th and 22nd June 2026

Second Interviews: TBC

Start Date: ASAP

All applicants must have the legal right to live and work in the UK. Unfortunately, we won’t be able to reply to all applications, so if you haven’t heard from us by June 18th 2026, your application has not been successful. We reserve the right to close applications early, if we receive enough applications that meet the criteria for the role so we would encourage interested applicants to apply as early as possible to avoid disappointment.

Our Values

At Orbis we look to attract inspiring and motivated people to help fight blindness in communities around the world. Experience is vital to any application but over and above this we are looking for individuals who share our values. Our values of Accountability, Commitment, Innovation, Integrity and Equity are the thread that connect our global team across geographies, languages, job functions, and time zones. The Orbis values reflect the way we - as an organisation and as individuals - approach problems and communicate with each other.

Our Vision

To transform lives through the prevention and treatment of blindness

Our Mission

With out network of partners, we mentor, train and inspire local teams so they can save sight in their communities.

Equal opportunities

Orbis UK is an equal opportunities employer and welcomes applications from any suitably qualified persons. We operate an anonymised recruitment procedure so that no job applicant receives less favourable treatment either directly or indirectly, on the grounds of age, gender reassignment, being married or in a civil partnership, being pregnant or on maternity leave, disability, race including colour, nationality, ethnic or national origin, religion or belief, sex and sexual orientation. This aims to ensure all applicants are assessed solely on the strength of their application and not be affected by unconscious bias or confirmation bias. Orbis UK acknowledges and recognises the disadvantages and barriers people from underrepresented and socially diverse groups face in the workforce. Orbis UK is committed to addressing this issue and we strongly encourage those from underrepresented and socially diverse groups (Black and Ethnic minorities, LGBTQ+ and candidates with disabilities) to apply.

Safeguarding

Orbis UK is committed to safeguarding and promoting the welfare of children and vulnerable adults and applicants must be willing to undergo child protection screening appropriate to the post, including checks with past employers and criminal records checks. Orbis UK is also a member of the Inter-Agency Misconduct Disclosure Scheme

Application is via curriculum vitae and covering letter, via the Charity Jobs Website where applications will be kept anonymous to ensure a fair selection process. Enquiries about the role can be made by contacting us via our website.

We kindly ask recruiters or agencies not to contact us about this role as we're managing this process directly. Due to the volume of agency enquiries, we're unfortunately unable to respond to each one individually.

Location: Reading, Hybrid (at least once per month to Reading Office)

Hours: 21 hours per week

Salary: £30,124 pro rata £17,097.41 for 21 hours per week

Contract Type: Permanent, Part Time

Campaign Closes: 22nd June 2026

Interviews: First stage: 24th/25th June 2026,

                Second stage: 30th June 2026

On occasion, we may close a vacancy early if we receive a high volume of applications. We therefore encourage interested candidates to apply as soon as possible, as we will be shortlisting on a rolling basis.

Core Purpose

To deliver high quality, accurate, and responsive financial support that ensures the smooth operation of Make-A-Wish finance function. This role is central to maintaining the integrity of financial data through timely processing of transactions, effective communication with stakeholders, and diligent reconciliation of accounts. By supporting both internal teams and external partners, the role helps uphold financial compliance and operational efficiency, enabling Make-A-Wish to focus on granting life-changing wishes to children with critical illnesses.

Key Responsibilities

Customer and Communication Support

• Monitor the finance mailbox daily, ensuring all emails are reviewed and responded to in a timely, professional, and accurate manner. Provide first-line support for internal and external customer queries, escalating complex or unresolved issues to the appropriate team member or manager.
• Handle incoming calls to the finance team, offering courteous and knowledgeable assistance. Accurately log call details and follow up on outstanding queries to ensure resolution and customer satisfaction.

Sales and Purchase Processing

• Process sales invoices accurately and efficiently in accordance with MAW’s financial procedures, ensuring correct coding, VAT treatment, and timely dispatch to customers.
• Set up new customers and suppliers on the finance system, verifying all required documentation and approvals are in place. Maintain accurate and up-to-date records to support compliance and audit readiness.
• Process purchase ledger invoices (approx. 360 per month), ensuring they are matched to purchase orders, coded correctly, and approved in line with internal controls. Resolve discrepancies promptly to avoid payment delays.
• Create payment runs and upload onto the bank for approval, ensuring approvals are obtained in a timely manner

Reconciliations and Debt Management

• Perform supplier statement reconciliations regularly, identifying and resolving aged or unmatched items. Liaise with suppliers and internal stakeholders to ensure accounts are accurate and up to date.
• Monitor outstanding sales invoices, escalating overdue items to the relevant ‘requestor’ or budget holder. Support the credit control process by providing timely updates and assisting with follow-up actions.
• Conduct income reconciliations on a regular basis, ensuring all income is accurately recorded and discrepancies are investigated and resolved.
• Reconcile balance sheet accounts as assigned, maintaining clear audit trails and supporting documentation for all entries.

Expense and Credit Card Management

• Process monthly credit card statements, ensuring all transactions are supported by receipts, correctly coded, and approved in line with company policy.
• Review and process employee expense claims, checking for accuracy, policy compliance, and appropriate authorisation before submission for payment.

Inventory and Stock Control

• Conduct stock takes at agreed intervals, working with relevant departments to ensure accurate counts and investigate variances. Support the maintenance of accurate stock records in the finance system.

Financial Recording and Reporting

• Post and process journal entries for accruals, prepayments, and other adjustments to ensure the general ledger reflects accurate and complete financial information. Maintain supporting documentation for all entries.

Continuous Improvement

• Identify process improvements and opportunities for automation, making recommendations to line manager and supporting implementation

General and Ad-Hoc Support

• Support with ad-hoc finance tasks as required, including data entry, reporting, and assisting with audits or internal reviews.
• Provide cover for team members during periods of absence, ensuring continuity of service and workload management. Take on additional duties as appropriate to the level of the role and contribute to team objectives.

Essential Criteria

• Proven experience in a finance or accounts role, with a solid understanding of financial processes such as invoicing, reconciliations, and ledger management.
• Strong attention to detail and accuracy in data entry and financial reporting.
• GCSE Maths or equivalent, grade 4/5 (C) or above.
• Excellent communication skills, both written and verbal, with the ability to respond professionally to internal and external queries.
• Ability to work independently and as part of a team, managing workload effectively and meeting deadlines.
• Proficient in using finance systems, particularly Xero and Microsoft Office applications, especially Excel.
• Demonstrated ability to handle confidential information with integrity and discretion.
• Strong organisational skills and a methodical approach to problem-solving.
• Willingness to learn
• Positive and ‘can do’ attitude

Desirable Criteria

• Experience working within a charity, non-profit, or mission-driven organisation.
• Experience with stock control or inventory management.
• Knowledge of VAT and basic accounting principles.
• AAT qualification or working towards a relevant finance qualification.
• Experience supporting audits or financial reviews.
• Willingness to take on additional responsibilities and support team members during absences.
• Proficiency in finance systems, Lightyear & JOIIN

We are seeking a Supporter Services Administrator to join World Horse Welfare's Fundraising Supporter Services team based at our Head Office in Snetterton, Norfolk on a 12 month fixed-term basis, working 40 hours per week Monday to Friday 8.30am to 5pm.

This role is key in providing excellent customer service to the charity’s supporters, processing all charity income efficiently, and maintaining the supporter database to the highest standards.

KEY RESPONSIBILITIES

Supporter Care & Communication

• Provide high‑quality customer care across all channels, including telephone orders, donations, membership and general enquiries.

• Answer all supporter queries professionally and within agreed timeframes.

• Ensure supporters receive the correct communications in response to their donations.

• Produce timely and accurate thank‑you letters.

Income Processing & Administration

• Browse, create, amend and allocate payments to supporter records using data processing systems.

• Reconcile income with daily income sheets.

• Allocate income and produce daily income reports.

• Take Direct Debits over the telephone in line with DD Scheme legal requirements.

• Administer all charity income paid by Direct Debit.

• Process payments received from third‑party agencies (e.g., JustGiving).

Database & Record Management

• Create and maintain accurate supporter records on the charity’s CRM system.

• Liaise across the charity to ensure all agreed stakeholders are administered effectively and efficiently.

Fundraising Support

• Assist the fundraising team with administration and fulfilment of supporter products, including merchandise sales and the individual giving programme.

General Administration

• Sort and open Head Office post in line with service level agreements and standard operating procedures.

• Undertake other tasks as directed by the Senior Supporter Services Officer.

Health & Safety Responsibilities

• Comply with World Horse Welfare policies to ensure risks in the working environment are minimised.

• Raise any health and safety concerns with your Line Manager or the charity’s Health & Safety Advisor.

PERSON SPECIFICATION

Experience & Knowledge
Essential:

• Experience in data entry and administration.

• Proven customer service experience, including handling enquiries and resolving issues.

• Good understanding of database functionality.

• Computer literate with working knowledge of Microsoft Office (Word, Excel, Outlook).

Desirable:

• Working knowledge of mail‑order systems.

• Telephone sales experience.

• Experience using a charity fundraising CRM system.

Skills & Abilities
Essential:

• Strong telephone manner with a professional, approachable communication style.

• Highly proficient keyboard skills with strong accuracy.

• High attention to detail with a focus on accuracy and quality.

• Excellent verbal and written communication skills.

• Confident communicating with people at all levels.

• Effective at prioritising workload and managing multiple tasks.

• Flexible and adaptable approach to work.

• Ability to work both independently and as part of a team.

• Able to work well under pressure and consistently meet deadlines.

Desirable:

• Understanding of the function of a fundraising database.

Apply today

Please provide a CV and a covering letter explaining your relevant experience and why you’re interested in this role.

Closing date: Sunday 14th June 2026

ABOUT THE PASSAGE 

Our vision is of a society where homelessness no longer exists, and everyone has a place to call home.

The Passage is based in the heart of Westminster, providing practical support and a wide range of services to help transform the lives of people who are, or are at risk of, street homelessness.

We are guided by our Vincentian values and offer our clients resources and solutions to prevent or end their homelessness for good, including routes to employment, benefits, and stable accommodation. 

Our current 3-year strategy ‘The Art of The Possible’, outlines the innovative approach we will be taking over the next 3 years building on a foundation of collaboration and focusing on three goals: preventing, convening and sustaining.The Passage is in a secure and financially stable position and is viewed by central, regional and local government as a key strategic partner.

JOB PURPOSE  

As a member of the Senior Leadership Team, and reporting directly to the CEO, this role is of critical importance in supporting The Passage to achieve its vision and mission.

The Executive Assistant provides dedicated support to the Chief Executive and Senior Leadership Team, with key tasks including action tracking, minute taking, developing resources and materials for events, diary management and regularly being the first point of contact for individuals and organisations seeking to liaise with the CEO/Senior Leadership Team. We expect the post holder will have excellent relationship management skills, sound experience of using Office 365 products, strong organisational skills and the ability to support the smooth running of the Executive Team and governance functions.

The post holder will facilitate effective governance support systems, including organising meetings and supporting Trustees and Committee members to fulfil their roles where needed. They will also have excellent professional standards of confidentiality and discretion in all areas of work, including assisting and supporting high profile events at The Passage. 

MAIN DUTIES 

• Support the effective governance systems of The Passage Group (P2000, Passage Housing Services and Passage Trading Services) by ensuring effective Trustee and Committee member recruitment, induction and continued professional development.

• Support each Chair of Board with the implementation and ongoing review of a skills matrix system. 

• Act as the first point of contact for external bodies and individuals who wish to communicate with the Chief Executive, ensuring that the organisation is professionally represented and seen as accessible and responsive. 

• Liaise with Board members, teams and external organisations as necessary to facilitate the work of the Senior Leadership Team. 

• Assist the Chief Executive and Senior Leadership Team to project manage specific pieces of work and assist with the relationship management of key stakeholders. 

• Maintain professional standards of confidentiality and discretion in all areas of work. 

• Develop and manage systems that provide effective support for the Chief Executive and Senior Leadership Team, including diary management, scheduling and servicing meetings, project planning and monitoring communications.

• Assist in producing resources and other materials for the Senior Leadership Team as required. 

• Assist and support the CEO and Senior Leadership Team with the management and running of high-profile events as required. 

• Provide administrative support to Senior Leadership Team, Board and all Governance Committees including the production of annual governance meeting schedules, correspondence and minutes, and compiling and circulating papers.

• Maintain an up to date and accessible filing system for the Chief Executive and ensure that all information is stored in an accessible manner on SharePoint, adhering to data protection requirements. 

• Arrange meetings for the Chief Executive providing links with those involved and preparing hospitality, papers, and all practical arrangements. 

GENERAL RESPONSIBILITIES 

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

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

• Participate in regular supervision, annual appraisal and identifying individual professional and personal development and training needs. 

• Ensure that all The Passage policies and procedures are being adhered to, particularly those relating to Health and Safety, Code of Practice and Confidentiality. 

• Contribute to the effective implementation of The Passage’s Diversity and Equality Policy as it affects both The Passage and its work with vulnerable adults. 

• Undertake your role in a professional manner at all times to maintain a high-quality standard of work in accordance with the aims, values and ethos of The Passage. 

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

Note: The details contained in this Job Description summarise the main expectations of the role at the date it was prepared. It should be understood that the nature of individual roles will evolve and change as service, service users and commissioner needs change. Consequently The Passage will review and revise this Job Description as required in consultation with post holders. 

Person Specification: Executive Assistant  

The person speification sets out the essential abilities and qualities that will be used in the selection criteria for this post.When completing your application form, please address criteria E1 to E6 and K1 to K4 demonstrating your experience and knowledge, giving evidence of your experience and abilities. 

EXPERIENCE 

E1 Experience of working as an Executive Assistant or equivalent senior support in a similar context. 

E2 Experience of devising and maintaining governance support systems (recruitment, induction, training and development and skills audit support).

E3 Experience of administering effective governance cycles; including minutes, action tracking and preparation of papers. 

E4 Experience of diary management, inbox management and stakeholder coordination. 

E5 Experience supporting strategic projects, programmes, or organisational planning. 

E6 Excellent communication skills, with ability to build and maintain effective relationships with a range of diverse stakeholders, both internal and external.

KNOWLEDGE  

K1 Knowledge of Office 365 products and project tracking tools. 

K2Enhanced knowledge of governance and committee structures within a charitable organisation.

K3Knowledge of GDPR and Charity Commission guidelines for good governance. 

K4Knowledge and experience of working as part of a senior leadership team or similar. 

About The Role
Dementia is the UK’s biggest killer. Almost one million people are living with dementia today. This is expected to rise to 1.4 million by 2040. Behind every statistic is a person, a family, and a life that matters.
At Alzheimer’s Society, we are working to change this. We are committed to ending the devastation caused by dementia. Could innovation be part of the answer?
Innovation turns ideas into real change. It takes research out of reports and into everyday life. Through our Innovation Programme, we work with entrepreneurs, researchers, clinicians, and people affected by dementia. Together, we develop and scale new ideas. So far, we have supported over 60 innovations, reaching more than 1.5 million people and helping partners secure over £13.5 million in follow-on funding.
What could you help make possible?
As Innovation Assistant, you will help make this work happen. You will report to a Senior Innovator and join a small, supportive Innovation team within Research and Innovation. Your role is to keep things running smoothly day to day. You will support events, relationships, and ensure the detail behind our work is clear, accurate, and organised.
Dementia devastates lives. Could your work help change that?
What you’ll do
You will help hold the moving parts together so the team can focus on impact. What does that look like in practice?
You will:

- Help our innovation community stay connected across programmes, events, workshops, and showcases
- Support planning and delivery of events such as workshops, conferences, and meetings. What needs to be ready on the day?
- Provide day-to-day admin support, including inbox management, meeting scheduling, agendas, action tracking, and keeping records in order
- Keep stakeholder information accurate and up to date so others can rely on it
- Help prepare presentations, reports, and materials that make ideas easy to understand
- Support financial processes, including invoices, budget tracking, and clear record keeping

About you
We are looking for someone organised, curious, and comfortable working across different tasks and teams. You do not need to have done everything before. Can you learn quickly and adapt when priorities change?
We welcome applications from people who may not meet every requirement but are keen to grow into the role.
You might enjoy this role if you:

- Can work across teams to support complex projects, helping bring structure to competing priorities
- Are comfortable with data and digital systems, or willing to learn. How confident are you with IT tools?
- Have supported events in some way, such as planning, coordination, logistics, budgeting, or engagement
- Are a collaborative team player who supports others and shares workloads when things get busy
- Can work at pace in a complex environment, staying calm and organised when priorities shift

Alongside this, you bring strong organisation, attention to detail, clear communication, and a genuine interest in improving how things are done.
Interviews are provisionally scheduled to take place on Friday 17th July via MS Teams.

About Alzheimer's Society
Dementia is the UK's biggest killer. One in three people born in the UK today will develop dementia in their lifetime.

At Alzheimer's Society, we're the UK's leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.

Together with our supporters, we're working towards a world where dementia no longer devastates lives.

Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.

Our commitment to Equity, Diversity, Inclusion & Belonging

We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.  

We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society. 

Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people. 

Our hiring process

During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply.  Please also contact Alzheimer's Society Talent Acquisition Team via [email protected] for application support or any adjustments you might need.

To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.

We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.

We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website.

Giving back to you

Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society. 

You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.

Are you looking for a dynamic and rewarding role working for an organisation with the feminist agenda at the core of its ethos? Then Advance Charity could be the career choice for you!

We are looking for a Community Key Worker

Salary: £23,000 - £27,000

Location: Hertfordshire

Contract: Fixed Term until 31st March 2027

Hours p/w: 35 Hours per week

This post is open to female applicants only as being female is deemed to be a genuine occupational requirement under Schedule 9, Paragraph 1 of the Equality Act 2010.

Please note: Any offer of employment will be made subject to references, confirmation of the right to work in the UK, and satisfactory enhanced DBS check. This role is also subject to Police Vetting.

About us

Advance is an award-winning and innovative women-only organisation, established in 1998, providing emotional and practical support to women and girls survivors of domestic abuse and supporting women with short-term sentences to reduce offending. We believe in empowering women and girls to lead safe, non-violent, equal lives so that they can flourish and contribute to the community.

We are a community-based organisation who lead in best practice approaches to supporting women in their local community. We achieve this by being available to meet and support women in local settings and at our women’s centres, and by working in close partnership with other agencies.

Our values are to listen and support, to empower and respect, collaboration, innovation, and accountability.

About the role:

Are you an excellent relationship builder who can work with women and a diverse range of delivery partners to ensure that she meets her potential and successfully progresses through and beyond her probation supervision? Can you meet a women wherever she is at in her journey and work with her to create an individualised support package that gives her the best chance of breaking the cycle of offending?

Are you looking for a dynamic and rewarding role working for a feminist organisation who understand that supporting women in the criminal justice system requires a specialist and gendered approach? Do you believe in our values; to listen and support, to empower and respect, collaborate, innovate, and take accountability?

In your role as a Community Keyworker, you will be working with women involved in the Criminal Justice System; those on Probation in the Community and those women being released from Prison as part of their Post Sentence Supervision; providing some in-reach and ‘Through the Gate’ support. You will be working in a team of Community Keyworkers in your region. Each Keyworker will provide holistic one to one community support to women with a variety of needs.

About You:

To be successful as the Community Key Worker you will need the below experience and skills.

You will need to hold a UK driving licence with access to car that can be used for work purposes. A creative self-starter who will support the service and look for innovative solutions to support clients with complex needs. You are confident professional relationship builder with have good awareness of Safeguarding procedures. Strong Administration skills and understanding of compliant behaviours also, experience of supporting. With good knowledge of the criminal justice system and awareness of other support provisions within the Hampshire area.

How to apply:

Please apply with a copy of your CV and a cover letter through our careers site.

• Closing date: 28th June 2026
• Interviews will take place on a rolling basis.

*Advance reserves the right to close the advert early, or on the appointment of a candidate

What we can offer you - Employee Benefits:

• A 35-hour working week
• An exceptional 30 days of paid holiday per year (pro rata for part time), PLUS public holidays on top (that's nearly 40 days paid holiday per year!)
• Additional days off to celebrate International Women’s Day, and for religious observance and moving home
• Perkbox - an employee discount platform where you can receive free rewards as well as take advantage of savings on clothes, groceries, travel, leisure and more
• Pension scheme
• Enhanced maternity/adoption provision
• Access to our Employee Assistance Programme
• Employee eye-care scheme
• Clinical supervision for front line staff and first line management roles
• Refer a Friend Scheme - £250 for each referral who passes probation
• Organisation wide away days
• Thorough induction and training
• Career development pathways

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Under the Equality Act 2010, we are required to make any reasonable adjustments. If you have a disability as defined under this act and/or have any additional needs please email our talent team and we will aim to make the necessary arrangements to accommodate your needs.

Diversity, Inclusion and Equal Opportunities

We are committed to providing equality of opportunity and actively seek to recruit people from groups underrepresented in our current team. We have policies and processes in place to ensure that all employees are offered an equal opportunity in recruitment and selection, promotion, training, pay and benefits.

Safeguarding

Advance is committed to safeguarding and creating a culture of zero-tolerance of harm and expects all staff, including volunteers to share this commitment. We believe all individuals have the right to live their life free from violence and abuse and the right to feel and be safe. We have a suite of safeguarding policies, procedures and practice guidance, accessible to all staff, which promotes safeguarding and safer working practices across all our services and activities. When we recruit staff, we follow rigorous safer recruitment practices, this involves carrying out pre-employment checks including references, Disclosure and Barring Service (DBS) checks, and identity checks. We ensure all staff undertake mandatory safeguarding training relevant to their role and responsibilities, to empower them to be competent and feel confident in recognising and responding appropriately to safeguarding issues and promote wellbeing.

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.