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This is a pivotal leadership role at the heart of Stewardship’s customer operations. You will lead a dedicated team responsible for delivering operational excellence across our primary platforms, ensuring that the systems, processes and controls supporting our services are effective, scalable and aligned with our mission.
This dynamic and strategic role offers a unique opportunity for an enthusiastic leader who is passionate about serving our organisation’s Christian mission. As the leader in this role, you will have proven ability to drive operational efficiency and implement best practice. You will prize quality and attention to detail, and innovation, focusing on growing the Kingdom of God through operational efficiency and excellence.
Occupational Requirement (OR)
As a result of our Christian ethos, this post is covered by an Occupational Requirement (OR) under Part 1 of Schedule 9 to the Equality Act 2010. The successful applicant will be expected to be a practising Christian and to clearly demonstrate a personal commitment to the mission, principles, values and practices contained in our Ethos Statement, by:
· Active membership of local church congregation.
An understanding of the faith aspects of the work of Christian charities, including the preparedness to pray with colleagues, where appropriate.
We help Christians be the best stewards of the resources God gives them



The client requests no contact from agencies or media sales.
Location: Office based in Central Southampton. Hybrid working may be possible on completion of the probation period.
The Role
The Marketing and Communications Officer will lead on promoting the work, services and impact of Citizens Advice Southampton. You will help ensure that local people know how to access advice, that stakeholders understand our impact, and that our voice is heard in local conversations about poverty, inequality and social justice.
Working closely with colleagues across the organisation, you will deliver clear, accessible and inclusive communications that reflect Citizens Advice values and strengthen our profile across Southampton.
The main tasks for the role include, but are not limited to:
Marketing and Promotion
Communications and Content
Campaigns and Impact
Stakeholder and Media Engagement
Monitoring and Improvement
Other duties and responsibilities
About you
We are looking for someone who ideally bring charity sector experience in communications, and experience of supporting strong relationships with partners and funders. You will share our passion for community wellbeing and social justice. You’ll be just as comfortable working independently as you will collaboratively alongside our dedicated teams, using your skills to promote awareness of the amazing work done by Citizens Advice Southampton.
The role will involve leading the charity through key challenges including funding pressures, local government reorganisation, and evolving service delivery needs.
Applications
At Citizens Advice, we recognise the positive value of diversity, promoting equity and celebrating inclusion. We welcome and encourage job applications from people of all backgrounds.
Please download the application pack on our website and submit your CV and a covering letter outlining how you fit the person specification to Emma Vint.
Please also complete and submit our diversity monitoring form with your application.
The closing date for this vacancy is 9am on Friday 26th June 2026.
Thank you for your interest in Citizens Advice Southampton.
Calibre Audio is a national charity providing accessible audiobooks to people who are unable to read print due to visual impairment, dyslexia, or other conditions. Through a digital-first service and diverse library, the charity enables children and adults to experience the joy and lifelong benefits of reading, while increasingly delivering impact across literacy, education, wellbeing and social inclusion.
Fundraising at Calibre Audio is entering an exciting new phase of development. The charity has recently appointed its first Director of Fundraising & Communications, bringing fundraising, communications and brand together under a newly created leadership role. With a refreshed organisational narrative, ambitious plans for growth and a renewed focus on increasing income and profile, fundraising is becoming an increasingly important driver of Calibre Audio’s future impact.
Trusts and foundations are a key part of this growth strategy. Historically, income has been generated through a combination of loyal funders and a high volume of smaller grants. The organisation is now seeking to build a more strategic trusts programme focused on stronger stewardship, deeper funder relationships, larger grants and long-term partnerships. There is significant untapped potential, including opportunities to re-engage previous funders, develop new relationships and secure support for a range of compelling programmes spanning literacy, education, disability, wellbeing and community impact.
The Senior Trusts Fundraiser will lead this work, partnering closely with the Director to shape and deliver the next phase of trusts fundraising at Calibre Audio. This is a role with genuine scope to influence strategy, develop new opportunities and make a visible contribution to organisational growth. It would suit an ambitious trusts fundraiser who enjoys relationship building as much as writing applications and is motivated by the opportunity to help build something.
As Senior Trusts Fundraiser, you will:
Essential skills and experience:
Desirable, but not essential:
Calibre Audio are also keen to hear from ambitious early-career fundraisers. Whilst a track record of securing trusts funding is essential, we are more interested in your potential, approach and attributes than the size of grants you have secured to date. If you bring strong relationship-building skills, initiative and an entrepreneurial mindset, this role offers an exceptional opportunity to work closely with an experienced fundraising leader, benefit from coaching and mentoring, and play a key role in shaping a growing trusts programme.
Employee benefits include
In the first instance, application by CV-only and answers to the two screening questions.
Suitable applicants will be invited to an initial chat with Laura Macnamara at QuarterFive, where we will run through the brief and your relevant experience.
Full support will be provided with formal application.
At Calibre Audio, our mission is to ensure that everyone can enjoy the pleasure of reading, regardless of a print disability or health condition.
Pay: £63,099.00 per year
Job title: Director of Services
Hours per week: 37 hours Monday to Friday
Salary: £63,099
Location: Coventry and Warwickshire
About the role
Would you like to play a key role in improving the lives of older people living within Warwickshire and Coventry? We have a rare and exciting opportunity to join our senior management team at a time of significant change for the charity. Trustees have set out an ambitious strategy for growth and long-term sustainability that is supported with significant investment in technology, buildings and staffing resources. This investment will enable us to expand the reach of our current service offer and enable the growth of new services that meet the growing needs of our communities.
Our current service offer includes a range of dementia support services, home support, advice, financial support services, counselling, befriending, social groups and activity centres.
As Director of Services, you will maintain and develop service quality, support and develop a team of managers. You will build strong strategic stakeholder relationships and play a significant role in the broad leadership of all aspects of the charity.
How to apply
Please apply directly on our charity website Age UK Coventry & Warwickshire. If you would like an informal discussion regarding the role please email or phone us.
Age UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates, regardless of age, sex, race, disability, sexual orientation, gender reassignment, religion or belief, marital/civil partnership status, or pregnancy and maternity. We guarantee an interview to disabled candidates who meet the essential criteria. We welcome requests for flexible working.
Age UK is committed to safeguarding adults at risk, and children, from abuse and neglect. We expect everyone who works with us to share this commitment.
Early application is encouraged as we will review applications throughout the advertising period and reserve the right to close the advert at any time.
Age UK politely requests no contact from recruitment agencies or media sales. We do not accept speculative CVs from recruitment agencies nor accept the fees associated with them.
Staff benefits include:
Closing Date: 8am on Monday 6th July 2026
Interview Date: Week Commencing 13th July 2026
Work Location: In person
The client requests no contact from agencies or media sales.
Harris Hill is delighted to be partnering with STOP THE TRAFFIK to recruit a Head of Operations.
London (hybrid working) | Permanent | £42,856–£51,432
STOP THE TRAFFIK works globally to prevent human trafficking and exploitation, disrupting criminal networks through intelligence, partnerships and targeted prevention programmes.
This is an exciting opportunity to join the Senior Leadership Team and help shape the operational infrastructure that enables the organisation to deliver its mission and maximise its impact.
Key responsibilities:
About you:
This role would suit candidates from the charity, public or private sectors who can demonstrate transferable operational leadership experience and a commitment to purpose-driven work.
STOP THE TRAFFIK is committed to building a diverse and inclusive team and welcomes applications from people of all backgrounds, including those with lived experience.
This is a fantastic opportunity to play a key role in a growing international charity tackling one of the world's most pressing human rights issues.
For more information, please submit your CV to
Please note, CVs are being reviewed on a rolling basis, and only successful applicants will be contacted with more information.
As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.
Dignity in Dying and Compassion in Dying are partnering with Robertson Bell to recruit a Head of Finance on a permanent basis.
This is an exciting opportunity to join two sister organisations working at the centre of an important and evolving area of public policy and individual choice. Operating with a shared vision and strong collaborative culture, both organisations are committed to supporting people through high-quality information and support services, advocacy and campaigns.
Reporting to the Deputy CEO, the Head of Finance will play a key role in supporting the organisations’ ongoing work by providing integrity and efficiency across financial processes, systems, controls and reporting. This role offers the opportunity to join a collaborative and values-led organisation with a supportive leadership team, flexible hybrid working and the chance to contribute meaningfully within a small but highly impactful environment.
The role:
The organisations:
Dignity in Dying and Compassion in Dying share the aim of improve dying in the UK by putting people in charge of decisions about the end of their life. Dignity in Dying campaigns to change the law to allow the option of assisted dying for terminally ill, mentally competent adults in the UK. It is a not-for-profit membership organisation. Compassion in Dying is a registered charity which provides information and support to people to be in control of their end-of-life decisions, alongside gathering evidence to improve culture and policy.
Operating within a collaborative and supportive culture, this role offers the opportunity to work alongside committed and passionate colleagues within a flat organisational structure. The successful candidate will join a team that values initiative, accountability and strong working relationships, while offering the autonomy to take ownership of the finance function and contribute to future improvements.
Essential criteria:
If you are a qualified finance professional looking to join a collaborative and mission-led organisation where you can contribute both strategically and operationally, we would love to hear from you. Apply before the 7th June to be considered!
This role is based in London with hybrid working and an expectation of a minimum of two days per week in the office at Oxford Street.
Grade: 6
Salary: £16,221 (£27,036 FTE)
Hours: Part-time, 22.5 hours per week (days to be discussed)
Position type: Permanent
Responsible to: Retention Manager
Direct reports: None
Location: Remote (UK based) with occasional travel to our HQ, Truro Cornwall. Or Truro, Cornwall (Hybrid, with working from home)
ROLE PURPOSE:
This is an exciting new role in the team which will support the growth of the Retention programme by supporting on the delivery of campaigns and supporter journeys, and helping to optimise the processes, systems and ways-of-working across the team.
The successful candidate will join a supportive and vibrant team in our mission to deliver best-in-class donor experiences and grow unrestricted income, inspiring UK individuals to become long term supporters of ShelterBox. Reporting to the Retention Manager this post will work closely with the Retention Officer to deliver engaging supporter experiences to our existing individual supporters.
WHO ARE WE LOOKING FOR?
We are looking for a talented, well-organised individual with an interest in international aid, and who is keen begin their journey in Individual Giving and develop their fundraising experience.
The successful candidate will be practically-minded and methodical with great attention to detail - and ideally have a creative touch. They will be confident bringing their skills to a range of different tasks and projects.
They will have excellent communication and numerical skills and be able to manage their varied workload to tight deadlines.
This role will suit someone who is keen to learn and is a natural communicator that can create meaningful relationships across the organisation.
DUTIES WILL INCLUDE BUT NOT BE LIMITED TO:
Any other duties as required which are deemed appropriate to the level and grade of the post.
Please note: We reserve the right to close this vacancy early if we receive a high volume of applications. We therefore encourage you to submit your application as soon as possible
Contract
Full-time, permanent
(We welcome proposals for flexible working arrangements)
Salary
£55k per annum
This is a newly created role. with responsibility for financial management owned previously by the Executive Director, supported by the Head of Finance & Operations. In the refreshed structure operational and finance functions are separated.
The purpose of this role is to ensure the organisation is financially sustainable, well governed, and able to deliver its mission effectively. You will lead the financial management of the organisation, ensuring robust financial control, high-quality reporting, and effective financial planning to support strategic decision-making and long-term sustainability. This is a hands-on, collaborative role in a busy team, spanning both strategic and operational finance.
Being a success in this role will essentially balance three things at the same time:
1. Financial stability, control and risk management
2. Artistic and charitable ambition
3. Long-term organisational resilience and sustainable growth
Over the last two years the Festival has refreshed a number of our platforms and ways of working, including updating our CRM, ticketing and finance systems (Xero). We have worked with an external consultancy firm who have reviewed our systems and processes in finance and recommended new approaches; we are seeking a financial leader who can continue to progress this transformation, embedding new systems and ways of working across the team, while managing the busy annual BAU finance operations. We are in year two of a refreshed Strategic Plan, with a focus on building organisational resilience, maximising income and building new revenue streams; our new Finance Director will play a key role in realising these ambitions.
The role will be the key liaison with the Audit & Risk Committee of the Board of Trustees.
Key Responsibilities:
Essential Knowledge, skills and experience
For full information on key responsibilities and person specifications please see full Job Description on Edinburgh International Book Festival Website.
Key Dates:
Closing date for applications: Monday 29th June 2026. Please complete the online application using the links on our website.
Interviews will be held in central Edinburgh during the week of 6th July. Remote interview requests will be considered but in person is preferred.
The client requests no contact from agencies or media sales.
The Woodland Trust is looking for an experienced Conservation and Wildlife Officer to join the Snaizeholme Project team, supporting the conservation and long-term management of the Snaizeholme Estate. The role will focus on conservation-led wildlife management, including protecting and enhancing local Red Squirrel populations, habitat and species monitoring, and delivering practical land management across a diverse landscape. Working closely with landowners, partners, volunteers and local communities, the successful candidate will combine strong ecological knowledge with excellent communication and public engagement skills to help create a thriving, resilient landscape for wildlife and people.
A company vehicle will be provided for this role. Please note that out Company Vehicle Policy is also under review as part of our Job Families and Contract Review project, so the eligibility criteria therein are subject to change in due course.
For recruitment purposes this position is advertised as Conservation and Wildlife Officer to reflect the nature of the work. The successful candidate’s formal title will be Wildlife Manager - Snaizeholme.
The Role:
The Candidate:
Benefits and Wellbeing:
Joining our team means you’ll be a big part of tackling environmental and climate issues. We take good care of our staff, offering support and training opportunities. We also offer:
About Us:
The Woodland Trust is the UK’s largest woodland conservation charity. We want to see a world where trees and woods thrive for people and nature. The Trust engages and inspires people to make their difference tackling the nature and climate crisis helping protect, restore and create our vital woods and trees.
Our Commitment to Diversity and Inclusion:
To achieve our vision of a world where woods and trees thrive for people and nature, we need to better reflect society and the communities we work in. All people, no matter their background, identity, ability, or circumstance, should benefit from trees.
People of colour and disabled people are currently under-represented across the environment and conservation sector. If you identify as a person of colour and/or disabled, we particularly encourage you to apply.
Please contact us to discuss any additional support or adjustments you may need to complete your application.
Application Advice:
For fairness we keep our candidates’ personal details hidden from the hiring managers, and CVs are redacted until after shortlisting is complete.
Make sure that your Personal Statement clearly shows how your skills and knowledge link to the specifications in the job description and you share with us your passion for the role. Even if you don't meet every requirement of the role, we would encourage you to apply.
Acceptable Use - Artificial Intelligence (AI):
We understand that candidates may choose to use AI tools to support their job applications-for example, to help structure or edit written responses. We welcome the use of AI in this way, particularly where it helps improve accessibility, such as for neurodivergent applicants. However, we ask that any information submitted reflects your own experience, skills and understanding. During interviews, candidates are expected to respond independently without the use of AI tools.
Apply Now:
If you're ready to make a difference and grow with us, send in your application today. We might close the job opening early if we get a lot of applications, so it's a good idea to apply soon. If we do close the advert early, and you have an application in process, we will email you prior to closing to give you time to complete.
Interviews will be held via Microsoft Teams on 9th & 10th July.
The Woodland Trust is looking for a Outreach Advisor to join our Central England Team. This 18-month fixed-term role offers an exciting opportunity to play a leading part in the successful delivery of the Woodland Trust’s MOREwoods and MOREhedges programmes. The successful postholder will provide expert advice on woodland creation across the region, helping to shape and grow a diverse portfolio of impactful projects.
A company vehicle will be provided for this role. Please note that out Company Vehicle Policy is also under review as part of our Job Families and Contract Review project, so the eligibility criteria therein are subject to change in due course.
The Role:
The Candidate:
Benefits and Wellbeing:
Joining our team means you’ll be a big part of tackling environmental and climate issues. We take good care of our staff, offering support and training opportunities. We also offer:
About Us:
The Woodland Trust is the UK’s largest woodland conservation charity. We want to see a world where trees and woods thrive for people and nature. The Trust engages and inspires people to make their difference tackling the nature and climate crisis helping protect, restore and create our vital woods and trees.
Our Commitment to Diversity and Inclusion:
To achieve our vision of a world where woods and trees thrive for people and nature, we need to better reflect society and the communities we work in. All people, no matter their background, identity, ability, or circumstance, should benefit from trees.
People of colour and disabled people are currently under-represented across the environment and conservation sector. If you identify as a person of colour and/or disabled, we particularly encourage you to apply. Please contact us to discuss any additional support or adjustments you may need to complete your application.
Application Advice:
For fairness we keep our candidates’ personal details hidden from the hiring managers, and we do not ask for your CV at application. Make sure that your Personal Statement clearly shows how your skills and knowledge link to the specifications in the job description and you share with us your passion for the role.
Acceptable Use - Artificial Intelligence (AI):
We understand that candidates may choose to use AI tools to support their job applications-for example, to help structure or edit written responses. We welcome the use of AI in this way, particularly where it helps improve accessibility, such as for neurodivergent applicants. However, we ask that any information submitted reflects your own experience, skills and understanding. During interviews, candidates are expected to respond independently without the use of AI tools.
Apply Now:
If you're ready to make a difference and grow with us, send in your application today. We might close the job opening early if we get a lot of applications, so it's a good idea to apply soon. If we do close the advert early, and you have an application in process, we will email you prior to closing to give you time to complete.
First round interviews will take place on July 16th 2026.
The client requests no contact from agencies or media sales.
Salary: £29,530 - £37,969
Contract: 7-month Fixed Term Contract (Feb 2027)
Location: Remote – Home based
Closing date: 28th June
Interviews: 1st & 2nd July
Benefits: 26 days annual leave (rising with service) & option to buy more, generous pension contributions (matched 4% or 6%), HolidayPlus scheme, enhanced family leave, employee discounts, health cash plan, and more
We’re delighted to be looking for a Senior In-Memory & Legacy Marketing Executive to join a national children’s charity dedicated to supporting vulnerable young people and families across the UK. This is an exciting opportunity to take ownership of impactful campaigns that inspire long-term support and meaningful giving.
As part of this exciting role, you will lead on the delivery of multi-channel in-memory and legacy marketing campaigns, managing everything from data selection and creative development through to campaign execution and performance analysis. You will play a key role in developing and enhancing supporter journeys, ensuring sensitive and effective stewardship from initial enquiry through to long-term engagement.
To be successful as the Senior In-Memory & Legacy Marketing Executive you will need:
If you would like to discuss this role with us please email your CV to [email protected] or contact us and quote the reference 3009JP.
Ashby Jenkins Recruitment are a specialist charity recruitment agency, we use our extensive sector knowledge and experience to match candidates to the most suitable charity jobs. We are passionate about improving equality across the sector, you can read more about our commitment to diversity here.
We take a relationship-led approach to recruitment in the charity sector and partner with you as the leading charity recruitment agency.
If enough applications are received the charity reserve the right to end the application period sooner.
The Pepper Foundation is a local charity funding children’s hospice care at home, specialised play and family days for children living with life-limiting and life-threatening conditions in Hertfordshire and Buckinghamshire. The Community Fundraiser will be joining Pepper at an exciting time as we launch our new three-year fundraising strategy. Backed by committed investment and with full Board approval, we are delighted to be growing the charity to deliver sustainable income that directly supports local children and families with hospice care in the comfort of their own homes.
This is an exciting opportunity for an experienced relationship-builder to lead and grow community fundraising and challenge events activity, helping to raise vital income for The Pepper Foundation.
You will take ownership of a varied portfolio of community fundraising activity, building and developing relationships with volunteers, schools, clubs, local businesses and community groups, while also nurturing existing supporters and creating an excellent experience for everyone who engages with us. You will lead the day-to-day delivery of our community fundraising and challenge events activity, proactively identifying new opportunities, developing a strong pipeline of support and managing your portfolio to grow income and deepen engagement with The Pepper Foundation.
Hours: 30 hours per week (37.5hrs FTE) working from home - applicants must live within Hertfordshire or Buckinghamshire (or surrounding counties)
Salary: £25,600 pro-rata (£32,000 FTE)
Key Responsibilities:
Financial
• Deliver or exceed agreed income targets across community and challenge event fundraising activities.
• Manage agreed budgets for community fundraising activities and challenge events, monitoring income and expenditure and ensuring activity is delivered in line with agreed targets and plans.
• Ensure activities are delivered as cost-effectively as possible, monitoring expenditure and helping to maximise return on investment.
• Develop and refine fundraising products, activities and supporter experiences that put supporters at the centre of what we do and encourage long-term engagement.
• Develop and maintain a pipeline of community fundraising opportunities, identifying prospects, converting enquiries and building repeat support from individuals, groups and local organisations.
• Help convert one-off supporters and new enquiries into repeat fundraising relationships through strong stewardship, follow-up and tailored engagement.
Communication
• Build and develop strong long-term relationships with community groups, schools, clubs and individuals to increase awareness, support and donated income.
• Support and manage key fundraising volunteers to help deliver income and activities.
• Work with the Head of Fundraising and marketing partners to ensure community and challenge fundraising activities are promoted effectively through suitable online and offline channels.
• Confidently communicate the work of The Pepper Foundation and inspire support through a variety of channels, including informal conversations, networking, presentations, written materials, newsletters and website copy.
• Deliver a high standard of donor and supporter care to maximise fundraising potential and encourage long-term support.
• Contribute ideas and content for promotional materials within agreed budgets and timelines.
• Identify and pursue opportunities to broaden participation in community fundraising and increase supporter engagement across the region.
• Proactively identify, develop and secure new community fundraising opportunities with local schools, groups, businesses and supporters to grow income and broaden engagement.
• Ensure relevant staff and volunteers are well briefed on community fundraising activities.
• Always represent The Pepper Foundation positively and professionally.
• Communicate confidently with a wide range of supporters and stakeholders, handling queries and resolving issues in a calm and professional way.
• Work collaboratively with colleagues across the fundraising team to ensure community fundraising activity is aligned with the wider fundraising strategy and income goals.
Management
• Recruit, train, support and motivate fundraising volunteers to help deliver community fundraising activities and events.
• Manage relationships with external suppliers and partners, such as venues and event providers, to support successful delivery.
Planning and Organisation
• Develop and deliver activity, stewardship and campaign plans for community and challenge event fundraising within agreed priorities, budgets and income targets.
• Deliver high-quality fundraising events that raise awareness of The Pepper Foundation across Buckinghamshire and Hertfordshire.
• Use Donorfy, our fundraising CRM, to administer and manage fundraising activity accurately and effectively, working with the Database Volunteer as needed.
• Produce post-event evaluations and recommendations in line with agreed requirements.
• Use insight, pipeline information and performance data to review results, identify trends and recommend improvements to future activity.
• Manage the day-to-day planning and delivery of key events and campaigns, making decisions within agreed plans, budgets and fundraising procedures.
• Take responsibility for health and safety in community fundraising activities, ensuring appropriate risk assessments are completed and relevant fundraising and safety procedures are followed.
• Respond appropriately to unexpected incidents at community fundraising events, following agreed procedures and escalating where needed.
• Take an active role in setting up and clearing down events and community fundraising activities, including periods of standing and occasional unsocial hours.
• Arrange appropriate Pepper Foundation attendance at local community events when needed.
• Manage resources effectively, including volunteer support, to maximise reach, income and engagement.
Reporting
• Produce regular reports on pipeline, activity, outcomes, income performance and learning for the Head of Fundraising, highlighting opportunities, risks and recommendations.
How to apply: For further details about the role, please download our recruitment pack. Please send your CV with a cover letter explaining why you would make a great candidate for this role and how you meet the job description.
Closing date: Monday 13th July 2026 at 5pm
Interview dates: First-round interviews on 22nd and 23rd July with second-round interviews on 29th July 2026.
Interviews will take place at our office in Berkhamsted. Please let us know if you have any accessibility requirements or need any adjustments for the interview.
If appointed, an enhanced DBS check will be required.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
ROOTED FINANCE
Rooted Finance is a pioneering specialist debt and financial inclusion Charity based in London. We’re committed to making money and debt advice accessible, for everyone.
The people we work with come from all walks of life and so do we.
We employ advisers from all backgrounds, not just because it’s the right thing to do, but because we are the communities we serve. We provide quality debt and money advice services to help clients manage their finances and debts, protect their essential services; and safeguard their income and priority needs. Our services have never been more needed in an uncertain financial environment.
Rooted Finance is expanding its team and is looking for a full-time Money Guidance Officer. This is an exciting opportunity to join a dynamic and supportive team at a pivotal moment in our growth.
We are looking for someone who enjoys providing a first-class client satisfaction and support service. You will work closely with our Advice team to ensure clients are accessing support through engagement activities and that they are able to progress their debt advice journey smoothly.
You will be the interface for advisers to ensure documentation and tasks are completed in a timely manner or the clients you are supporting. The post-holder will need to be comfortable interacting with a variety of audiences – advisers, clients and partner organisations, and enjoy supporting people to progress through their advice journey.
You will have strong administrative, research and data skills, excellent communication and critical-thinking skills, and should be flexible and capable of working independently and as part of a team.
The post holder will be part of a small team and need to be a proven self-starter. The team language is English, and Rooted Finance is an Equal Opportunities employer.
JOB DESCRIPTION
Job : Title Money Guidance Officer
Salary: £28,000
Hours: 35 Hours per week
Benefits: 25 days annual leave plus bank holidays Day of leave on your birthday Additional day of leave for each year of service up to 35 days 3% Pension contribution stakeholder pension £200 home-office equipment allowance Costco membership. Employee Assistance Programme Hybrid and flexible working arrangements available and agreed according to business needs
Contract: Permanent/Fixed Term (subject to funding)
Location: Rooted Finance delivers primarily an in-person service, postholder will be required to attend outreach locations/RF office. Hybrid arrangement with remote working will be incorporated where possible based on business demands.
Purpose of the Job
Rooted Finance provides client focused and impact driven services. The ability to provide first class advisory and casework services that impact individuals, and the communities they live in, is fundamental to the way in which Rooted Finance provides transparent and evidence-based services.
RF is looking for a proven self-starter to support our advice services and preventative initiatives. You’ll be passionate about working with people and committed to delivering a high-quality community engagement and support program. You’ll be adept at delivering comprehensive support to individuals within diverse community settings.
You will be confident in working with community members to grow and develop projects to reach isolated individuals. Working flexibly across dates (including occasional weekend working), times and locations, responding to project and community needs as required.
The successful candidate will have excellent interpersonal skills and be able to work flexibly with clients. You will be meticulous in your work, especially when supporting clients and maintaining case records for continuity of ongoing support. You will be trained and expected to keep up to date with regards to legislation, case law and policy changes relating to debt and a working knowledge of welfare benefits as directed by Line Manager.
Training and development
Rooted Finance will provide internal and external training as appropriate. Continued professional development is fundamental to the values of Rooted Finance in building capacity amongst its team members.
Reporting
The post holder will report directly to the Advice Manager of Rooted Finance
Role Requirements
This role aims to address the additional barriers and needs faced by overindebted individual, ensuring they are supported in navigating these challenges and can focus on the debt advice process effectively. As a Money Engagement Officer you will work across our various community partners, delivering money mentoring support and income maximisation services to local communities with the aim of promoting financial resilience and wellbeing. You will also provide assist in collecting essential documents and information for advisers to progress their cases. You will maintain accurate client and project records and contribute/support Manager(s) with effective project monitoring and reporting. You will capture learning to share with project stakeholders to help inform Rooted Finance’s wider approach to financial inclusion services.
Key functions and impact of the role will include;
Outreach and Engagement: Actively engage overindebted individual through various outreach initiatives such as community events, workshops, and partnerships with local organisations to raise awareness about debt advice to encourage individuals to seek help early and facilitate this through practical 121 support.
Support and guidance: Provide ongoing support needs to keep people with money worries engaged in the debt advice journey. Often people struggling with money worries have additional barriers and needs, this role focuses on the 'support function' which will be available to help people navigate barriers so they can focus on the specialist debt advice needed and offered through Rooted Finance and other support services.
Referral and Collaboration: foster a cohesive relationship to build partnerships and to collaborate with debt advice services, community organisations, and other stakeholders to facilitate referrals and ensure a seamless transition into debt advice services. Maintain strong partnerships with service providers to enhance accessibility and support for individuals in need.
Empowerment and Education: Equip our services users by providing ‘digestible’ financial education, coaching, and advocacy to help them make informed decisions, improve their financial literacy, and build long-term financial resilience. Data Collection and Reporting: maintain accurate records of all outcomes, advocacy and support provided to all individuals, diligently record outcomes to track the effectiveness of the triage process and measure the impact of the engagement efforts on increasing access to debt advice and other services.
Duties & Responsibilities: The main duties will include
1. Work closely with RF advice team in identifying client’ needs to work together to implement a holistic approach to supporting individuals.
2. Manage a joint caseload with debt advisers to ensure successful engagement in the debt advice journey, monitor progress and maintain diligent records across all systems
3. Working closely with advisers to support their more vulnerable clients
4. Delivering both 121 and group sessions to build individuals’ financial knowledge and resilience.
5. Increasing the visibility and awareness of the advice services through external events and roadshows
6. Develop and maintain good working relationships with clients to facilitate engagement in debt advice journey by explaining and outlining what debt advice offers, support to engage in attending debt advice appointment, follow up with obtaining required documents, make effective referrals for additional services and provide on-going support.
7. Draw up a personalised plan supporting clients to access and engage with the extensive range of support available in the community. Actively connect clients with a wide variety of services through signposting for additional help around health, wellbeing, housing, welfare, immigration, social support and financial advice.
8. Identify aftercare support to help individuals increase their ability around ongoing financial capability and literacy skills and to reduce further and future financial exclusions
9. Working with, and recruiting clients to, our Lived Experience Steering Committee
10. Provide one to one/group sessions to encourage and increase engagement in the debt advice service
11. Develop marketing and creative initiatives to promote and engage with service users to increase uptake in debt advice service and increase full journey completion.
12. Ensure all project monitoring requirements are adhered to and all learning (including risks and opportunities) is captured and recorded in a timely manner.
13. Perform consistent impact measurements on project components, including undertaking financial wellbeing checks before, during and after, beneficiary engagement with RF service in a non-intrusive manner
14. Actively participate in team meetings and work with colleagues and beneficiaries to further develop the project
15. Maintain effective communication between colleagues, stakeholders and beneficiaries at all times.
16. Undertake recommended and self-identified ongoing training and development to ensure gaps in knowledge/skills are acquired to meet requirement of the role and quality assurance processes in timely manner as directed by Supervisor/LM.
17. Work to an agreed work-plan, meeting targets on time and all required KPI
18. Work collaboratively to share good practice in performance and quality improvement with fellow advisers/wider team.
19. Ensure that all services comply with equal opportunities and other relevant policies and quality standards and good practice as outlined in organisational policies.
20. Ensure all work is fully compliant with Rooted Finance policies and procedures and Quality Standard
21. Ensure data protections regulations are adhered to and office procedures followed
22. Abide by all Health & Safety at Work Act procedures
23. Adhere to policy and procedures around safeguarding vulnerable adults at risk
24. Demonstrable understanding and application of the provisions of GDPR
25. Behave in a professional manner at all times
26. Act as an ambassador for Rooted Finance, reflecting the objectives and values, and to always work in the best interests of the charity.
Other 1. Undertake additional tasks as defined by Advice Manager of RF and senior management team.
PERSON SPECIFICATIONS
Qualification
Desirable: Educated to a degree standard or equivalent.
Essential: Relevant professional qualification (i.e.CMA Connect Money Mentor training)/ or equivalent gained through experience Evidence of continued professional development
Skills
Desirable: Excellent understanding of the principles and current best practice in debt, financial capability and financial inclusion.
Essential: Knowledge and understanding of the welfare benefit system and experience of advising customers on benefits.Understanding and commitments to the aims, principles, values and quality standards of Rooted Finance services. Awareness of, and ability to, understand and empathise with clients from a diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. Ability to use sensitive listening and questioning skills to get to the root of the issues and empower clients Ability to remain non-judgmental and apply active listening Ability to provide outstanding customer service Good communications skills – including written and personal presentation skills. Ability to give and receive feedback objectively and sensitively, and work as part of a team and be open to learning from others. Ability to manage own time and meet deadlines.High standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information Knowledge and experience of using case management systems to maintain accurate records Working in a small team and autonomously, experience of working in client facing role. A commitment to continuous professional development, including a willingness to develop knowledge and skills in advice topics
Experience
Desirable: Experience of supporting and guiding junior team members (volunteer/trainee team members)
Essential: Experience of working directly in a community setting such as adult health and social care, learning support or information and advice settings Experience of gathering, providing and disseminating complex and sensitive information Experience of liaising with partner agencies; Excellent communication, negotiation and organisational skills; Commitment to working flexibly across all RF services, including evenings and weekends (TOIL applied)
OTHER:
This role will be subject to an enhanced DBS check Rooted Finance is registered with the Information Commissioner's Office and will process your personal data in accordance with the General Data Protection Regulation and Data Protection Act 2018. Please refer to our online Privacy Policy for more information on how your personal data will be processed and stored. This job description and personal specification does not form part of any contract.
The client requests no contact from agencies or media sales.