Financial planning manager jobs

Rowner Community Trust (RCT) is recruiting a Business Lead which will proactively contribute to RCT becoming a more effective and sustainable resident-first organisation and help us to ensure the quality of RCT’s delivery with/by residents.

They will lead on business development, including profitable venue operations and income diversification, ensuring a friendly and high-quality approach to the community levy and help RCT become sustainable (in all senses). You will help us ensure the smooth operations of RCT i.e. accessible and safe venues, HR processes and supporting resident involvement etc. You will also work with the Chief Officer to help provide timely financial and programme monitoring and reporting for sponsors, RCT Board, levy payers etc and help to develop business cases/plans and funding applications.

The successful candidate will need to demonstrate a willingness to be innovative and be able to lead (with the whole team) on innovation and ensuring cost-effective business processes ensuring that there is a contemporary resident-focused and ‘easy’ approach.

We are looking for a motivated and entrepreneurial person, and we expect that the successful candidate would have a business management qualification (or equivalent) at a degree level, have experience in cost-effective innovation and have a positive and can-do ‘customer’-focused approach and be able to work positively as part of a diverse team including involved residents.

This role is an opportunity to make a real difference, and we are open to candidates with a wide range of backgrounds, and we are willing to be (mutually) flexible on largely office-based (core hours) working arrangements. The annual salary will be £19,800 and we also offer 30 days leave (18.0 pro-rata) and an annual wellness day.

A full job description can be found below.

We will have a drop-in information open afternoon/evening (15.00 - 19.00) on the 2nd June @ the Nimrod Centre (PO13 8AA).

Application is by a 1–2- page letter outlining your motivation and key relevant skills and an up-to-date CV. This needs to be emailed to us 17.00 on Tuesday 13th June 2026.

Job Description - Business Lead (22.5 hours) £33,000 pro-rata

Job Purpose:

Proactively contribute to RCT becoming an effective and sustainable organisation and ensure that organisational resources are available to enable the work of RCT with/by residents.

Key Objectives:

1. Proactively contribute to the development of the organisation and positively lead on business development including profitable venue operations , a high - quality approach to the community levy, i ncome diversification and help RCT r each sustainability (in all senses).

2. Ensure the smooth operations of RCT to enable programme delivery by the staff team, collaborating organisations and local residents including accessible and safe venues, HR, relevant regulatory compliance, and safe resident involvement .

3. Provide timely financial and programme monitoring and reporting for sponsors, programme funders , levy payers and the Board.

Key responsibilities:

• Positively contribute to RCT organisational & whole team development .
• Be proactive on profitable income maximisation and diversification to contribute to the financial sustainability of the organisation.
• Lead on cost - effective innovation on existing and any new business processes to ensure that there is an ‘easy’ and cost - effective approach.
• Develop a proactive and structured approach to procurement and ensure that this is well specified and cost - effective and that a recognised ‘green’ approach is achieved .
• Ensure that there is a welcoming and inclusive approach to venues which support RCT delivery , achieve full resident involvement and a measurable local impact.
• Ensure a proactive, structured and quality assured levy payment process is operating with a good relationship with levy players is being maintained and it is providing a regular and sustainable core income for RCT.
• Provide practical support to ensure effective programme delivery and monitoring including programme and financial monitoring and reporting to our funders and sponsors.
• Work with the Chief Officer to ensure that there is timely and reliable financial management information for the RCT Board and levy payers .
• Work with the Chief Officer to secure ongoing external investment in our core programmes and to deliver on a business case/ plan for our venues and spaces.
• Lead on the smooth running of the organisation ’s payroll, HR records and a proportionate and enabling approach to the relevant regulatory compliance e.g. safeguarding, health & safety, GDPR .
• Provide occasional cover for the Chief Officer.

Key Requirements:

We are seeking to become a fully resident - first organisation. So we are looking for a motivated and entrepreneurial person who is committed to creating a sustainable (in all senses) organisation which is actively enabling local residents to make a difference in their neighbourhood , including their venues and by leading the community trust . We expect that the successful candidate would have a business management qualification (or equivalent) at a degree level with experience in cost - effective innovation . You will need to have a positive and can - do ‘customer’ - focused approach and be able to work positively as part of a diverse team including involved local residents . We offer an annual salary of £33,000 pro -rata (£19,800), six weeks leave (or 18.0 days pro -rata) and an additional annual wellbeing day. We are willing to be (mutually) flexible on largely office - based /core hours working arrangements.

Key Role Metrics:

1. RCT achieves recognition as a sustainable organisation.

2. New income and planned investment targets are reached.

3. RCT spaces and buildings are generating a surplus and make a measurable positive local impact , including meaningful resident involvement.

4. Regular financial reporting to the board and levy payers is achieved.

Pay: £33,000.00 per year

Benefits:

• Free parking
• Health & wellbeing programme
• On-site parking
• Sick pay

Work Location: In person

Summary

• A senior leadership opportunity to shape the operational strength, financial sustainability, and future growth of a mission-led education partnership.
• Ideal for a commercially astute, values-driven leader with strong finance expertise and the confidence to lead operations, governance, and organisational development in a collaborative, community-focused environment.

Our Client

Tower Hamlets Education Partnership (THEP) is a locally rooted, values-led organisation supporting schools and education leaders across Tower Hamlets. The partnership brings schools together to improve outcomes for children through collaboration, innovation, and locally driven solutions.

The Role

This is a pivotal Executive Team role combining finance, operations, and business development, with responsibility to:

• Provide strategic financial leadership and long-term financial planning
• Lead and strengthen organisational operations and infrastructure
• Support income diversification, new services, and sustainable growth
• Act as a key advisor to the CEO, Board, and senior stakeholders

Main Duties

• Lead budgeting, forecasting, financial reporting, and compliance across the organisation
• Drive long-term financial planning, scenario modelling, and sustainability
• Oversee core operational functions including HR, communications, events, IT, and administration
• Strengthen governance, systems, and processes to improve efficiency and impact
• Support business development, funding bids, and new partnerships through robust financial insight

The Successful Candidate

• A qualified accountant. Full member of ICAEW, ACCA, CIMA, CIPFA or equivalent.
• Strong strategic thinker with the ability to balance financial rigour with organisational mission
• Confident leader with experience improving systems, processes, and team performance
• Excellent communicator able to translate complex financial information for non-financial audiences
• Ideally experienced in education, public sector, charity, or membership-based organisations and with a strong commitment to improving outcomes for Tower Hamlets’ children.

What’s on Offer?

• Salary: £73,266 - £78,090 per annum
• Location: Shoreditch, London (with flexible working)
• Benefits: 31 days annual leave plus bank holidays, local government pension scheme,
• Culture: Values-led, collaborative, community-focused organisation with high trust and autonomy
• Impact & Progression: Opportunity to shape the next phase of THEP’s growth, influence education outcomes locally, and work closely with schools, leaders, and partners

Application Process

Mackie Myers are leading on the recruitment of this role. The recruitment will be managed by our charity, finance recruitment specialist Felicity Akins.

All applicants will need to upload their CV to the job, posted on the Mackie Myers website. Mackie Myers will screen candidates through telephone and Teams calls. Mackie Myers will then conduct a longlisting and shortlisting exercise for the vacancy. All shortlisted candidates will be expected to come to the Mackie Myers office for a fae-to-face meeting.

Timelines

• Shortlisting 1st of June

• 1st stage interviews (Teams) 4th and 5th June

• 2nd stage interviews (in-person) 12th June 

If you have any specific questions regarding the role, feel free to reach out to Felicity from Mackie Myers - contact details are on the website or LinkedIn. 

Our Commitment to Equality, Diversity, and Inclusion

We believe that diverse teams drive innovation and success. That's why we're committed to promoting equality of opportunity and creating inclusive workplaces where everyone feels valued and supported. We actively seek out talent from all backgrounds and strive to reflect the rich diversity of the global workforce in every role we recruit for.

Chief Executive Officer

British Liver Trust (transitioning to Liver UK)
Location: Hybrid (UK based, with monthly travel to Winchester)
Salary: circa £90,000, dependent on experience

Lead the next chapter for liver health in the UK

This is a unique opportunity to lead a respected and financially stable health charity at a pivotal moment of transformation.

Following a successful merger, the organisation is preparing to launch as Liver UK, bringing together services, information and advocacy across all ages. With a clear, trustee-approved strategy for 2026–2032 already in place, the next Chief Executive will focus on delivery, growth and national influence.

A strong platform and a planned transition

This role comes at a natural and positive point within a planned leadership transition.

Our current Chief Executive has provided long-standing, successful leadership and is excited to deliver the final phase of the rebrand before handing over. The incoming CEO will inherit a well-led organisation with strong governance, a clear strategic direction, and real momentum.

About the role

As Chief Executive, you will lead delivery of an established strategy, ensuring the organisation continues to grow its reach, impact and income.

You will work closely with an engaged and supportive Board of Trustees to maintain high standards of governance, regulatory compliance and risk management, while strengthening the charity’s voice in national policy and public affairs.

This is a role that balances external influence with internal leadership, ensuring both impact and organisational resilience.

Key responsibilities

• Deliver a trustee-approved long-term strategy, refining priorities as needed
• Ensure robust governance, legal and regulatory compliance
• Lead policy, public affairs and national influencing activity
• Maintain financial sustainability and drive income growth
• Lead and develop a high-performing Senior Management Team
• Oversee delivery of high-quality services and information

About you

You are a credible and values-driven leader with senior experience in the charity, health or related sectors.

You will bring:

• Proven senior leadership experience at Director or CEO level
• Strong understanding of governance, finance and regulatory compliance
• Experience influencing policy and working with senior stakeholders
• A track record of delivering organisational growth and impact
• Excellent communication and relationship-building skills
• You will be confident working with a Board of Trustees, able to build strong relationships, provide clear advice, and operate effectively in a governance-led environment.

You will be motivated by improving health outcomes and confident leading an organisation with both national influence and strong operational delivery.

Why join us?

• A clear, trustee-approved strategy ready for delivery
• Strong governance, financial stability and organisational foundations
• A positive and well-managed leadership transition
• The opportunity to shape a newly unified, UK-wide charity
• A chance to make a meaningful difference in an under-recognised area of health
• A strong, engaged and motivated Board

A competitive salary will be offered, reflecting the experience, skills and leadership qualities of the successful candidate.

Weldmar Hospicecare is looking for a dynamic and confident individual to fill an exciting new role as a Community Fundraiser. You will be the heart of our public-facing fundraising, acting as a vital link between the charity and the incredible people of Dorset who raise money for us. 

Your responsibilities will be to:

· Be the primary point of contact for members of the public, schools, and local groups, offering guidance and encouragement to help them achieve their fundraising goals. 

· Build and retain strong relationships, ensuring every supporter feels valued and understands the difference their contribution makes. 

· Play a key role in planning and delivering mass participation fundraising campaigns.

· Represent Weldmar at community events, delivering talks and presentations and attending cheque presentations. 

· Use our CRM (Raiser’s Edge) to record communications and manage donor records, ensuring all public support is acknowledged rapidly and personally. 

We are looking for someone with excellent interpersonal skills who is equally comfortable talking to a large audience or having a quiet, empathic conversation with a bereaved supporter. You don’t need specific qualifications, but you do need great IT skills, a track record of providing excellent customer service, and the ability to manage a busy, varied workload.  A full driving licence is essential to reach our supporters across the county. 

A Disclosure and Barring Service (DBS) Check is required for this role.

Job Description

Balance is looking for a dedicated compassionateSupport Worker/Driver to join our  Day Centre in Wandsworth.

Who you are

• You are someone who shares and is able to mobilise the charities values of Independence, Empowerment, Partnership, Professionalism, Staff Recognition and Sustainability. If you have knowledge, application and commitment to these values we want to hear from you.
• You must  have a Clean Current D1 Driving License.

Who we are

At Balance we are committed to empowering those we support to build independence, fulfilled and self-confident lives.  We work hard to ensure our charitable values are central to the professional experience of those who work for us, with us and who benefit from our services. 

Main Responsibilities of the Job

• To provide support and assistance during journeyspick up and drop of duties at the commencement and end of sessions at our day centres.
• To demonstrate Balance values of partnership, independence, professionalism, empowerment, staff recognition and sustainability in your conduct and approach to your work
• Through partnership, support and develop peoples skills, confidence and interests as part of a multi-disciplinary day service offer.
• To support your colleagues, service managers and other key professionals to put those using our service at the centre of your daily work. .
• To maintain and update client and related operational records with an accurate and professional commitment.
• To ensure compliance with and the delivery of the charity policies and procedures particularly those related to safeguarding, inclusion and disability discrimination.
• To support clients with there daily activities and to promote their independence 
• To be able to communicate effectively with families , colleauges and  clients.

Working Expectations

• The working day is  8.00am - 5.30pm Monday to Friday -  The current rate reflects the additional hours 
• Drive a passenger service vehicle.
• Attendance at training. 
• Use of information technology to support your work.

Benefits of Working for us

The charity ensures the following benefits for all its operational staff:

• A baseline commitment to pay London living wage for all its front line staff.
• A commitment to training and professional development to support internal progression as part of our performance support.
• Inclusion in and contribution to the charity's pension scheme.
• Generous annual leave allowance of 25 days a year plus an additional day off for your birthday.
• Access to a range of discount schemes.
• Access to the charity's employee assistance programme.
• Access to travel card loan and bike to work scheme.

A rare and newly-created opportunity to join David Shepherd Wildlife Foundation (DSWF) as Director of Development at a pivotal moment of growth. As part of the Senior Mangement Team (SMT) you will help shape the future direction of the Foundation, leading its fundraising strategy, inspiring support and delivering significant and sustainable income growth.

We are looking for a collaborative team player, who leads with integrity, warmth and passion. Experience in the conservation sector is an advantage but not a prerequisite. The right candidate will be the person who can prove that they are able to ignite action, build lasting relationships and generate meaningful growth in support of the DSWF’s mission.   

Throughout the interview process we’ll be keen to hear about your track record in fundraising at a leadership level and your experience of making an impact on an organisation of our size or larger. You will demonstrate how you develop strategies and implement them successfully, show an understanding of DSWF’s existing development portfolio, and a view on where you see you might help to take us over the next 3 years and beyond.

Application Process
To apply, please email a CV and supporting statement of no more than two pages no later than Monday 15th June.

JOB DESCRIPTION
Role: Director of Development (DoD)
Reports to: CEO
Works closely with: CEO/COO/CFO as part of the SMT
Line manages: Development Team: Development Manager, Trust and Foundations Manager, Development Executive, CRM Executive
Hours: Part-time, 28 hours per week (4 days)
Location: Hybrid working between the DSWF Shalford Office (GU4 8JU) for a minimum of two days per week (Tuesdays and Thursdays), and home with occasional travel
Annual Leave: 25 days per annum pro rata. Bank Holidays are also provided, and at DSWF’s discretion the office usually closes between Christmas and New Year (additional to annual leave)
Salary: Competitive executive-level salary dependent on experience and breadth of impact. Please ask for salary range on application.
Start date: Asap.

Summary of the Role
The Director of Development (DoD) provides strategic leadership and operational oversight for all fundraising income and supporter engagement activity at DSWF. The role is accountable for delivering sustainable, diversified revenue growth aligned with DSWF’s mission across conservation, education and art, while building lasting relationships with major donors, trusts, foundations, corporate partners and senior supporters.

Working in close partnership with the CEO, COO, CFO, and Board of Trustees, the DoD translates organisational strategy into compelling Cases for Support, effective fundraising plans and measurable outcomes. The postholder leads and develops a high-performing Development team, ensuring strong delivery and continuous improvement.

As a member of the Senior Management Team (SMT), the Director shares responsibility for shaping the Foundation’s overall direction, contributing to governance, organisational culture and high-level strategic decision-making.

This is a pivotal position combining senior management with hands-on major gift fundraising and team leadership. Central to enabling the Foundation’s long-term impact and growth, the DoD is a driving force behind DSWF’s ability to successfully deliver its mission to protect endangered species in Africa and Asia.

Key responsibilities
Strategic Leadership
•Lead on the development, implementation, delivery and continuous refinement of DSWF’s multi-year Development strategy, ensuring alignment with organisational priorities and long-term financial sustainability.
•Advise the CEO and Trustees on fundraising performance, trends, risks and opportunities.
•Own and articulate the organisational Case/s for Support, ensuring a clear, compelling narrative that integrates conservation impact, education outcomes and artistic heritage.
•Working closely with the rest of the SMT, embed a culture of philanthropy across the organisation, enabling all team members, Trustees and ambassadors to actively support income generation.
•As part of SMT, be jointly responsible for over-arching decisions regarding the direction of the Foundation, its mission, strategies and culture.

Major & Strategic Fundraising
•Working closely with the CEO, cultivate, solicit and steward a portfolio of DSWF’s most significant donors and prospects, including major individual donors, trusts and foundations, legacy campaigns and strategic partners.
•Responsible, alongside the CEO, for the overall management of all corporate partnerships and sponsors.
•Design and lead bespoke solicitation strategies for new high-value prospects, involving the CEO, Trustees and senior colleagues as appropriate.
•Oversee the development of structured approaches to major giving, trusts & foundations, legacy giving and corporate partnerships.
•Have strategic oversight of lower-level individual giving programmes including appeals, regular individual giving and adoption schemes.
•Be responsible and ensure best practice in prospect research, due diligence, stewardship and ethical fundraising.

Team Leadership & Management
•Lead, manage and develop the Development team, setting clear objectives, KPIs and income targets aligned to the overall strategy.
•Ensure the structure, resourcing and capabilities of the team are fit for purpose and scalable as income grows.
•Coach and support all those within the organisation that are responsible for fundraising, providing professional leadership, mentoring and performance management.
•Lead on all training and offer career progression for all staff within the Development team.
•Foster strong collaboration between Development and all departments, including; Policy and Programmes, Marketing and Communications, Education, Art, Finance and Operations.

Supporter Engagement
•Represent DSWF externally with senior donors, partners and sector peers, enhancing the organisation’s profile and credibility.
•Oversee a high-quality supporter journey across all touchpoints, ensuring donors feel valued, informed and connected to impact including lower-level individual giving.
•Champion systematic all level stewardship, donor care and impact reporting to maximise retention, lifetime value and advocacy.
•Ensure accurate, GDPR-compliant data capture and effective use of CRM systems (Beacon) to drive insight-led fundraising.

Events
•This senior role will have overall responsibility for any fundraising or donor profile events (at present this would include the Wildlife Ball which is an annual fundraising/profile raising event that takes place at the Dorchester Hotel).
•Working closely with the rest of SMT, this role will direct the Development team to ensure that all events deliver optimum, high level donor experiences and are run professionally (with logistics and operational support from the COO and team).
•This role will have overall responsibility for ensuring the CEO has all information required to support engagement with donors at all events.

Governance & Reporting
•Report on Development performance to the CEO, SMT and Trustees, providing clear analysis against agreed targets.
•Work closely with Finance to support forecasting, budgeting and long-term income planning.
•Work closely with Finance and legal advisors in relation to all legal matters pertaining to legacies and bequests.
•Ensure all Development activity aligns with regulatory, governance and ethical standards.

Person Specification
Knowledge and Experience
•Significant senior leadership experience in fundraising and development within complex, mission-driven non-profit organisations, at Director level or equivalent, where philanthropy is critical to organisational impact and growth.
•Significant experience in leading and delivering long-term development strategies, with a demonstrable track record of translating organisational ambition into clear, costed and achievable fundraising plans.
•Proven ability to set strategic direction across multiple income streams, establish measurable objectives and KPIs and use data and insight to monitor performance, evaluate impact and adapt approach over time.
•Experience of driving sustained income growth, strengthening donor pipelines, and delivering measurable outcomes aligned to organisational priorities and long-term sustainability.
•Deep understanding of the UK philanthropic landscape, with well-established networks across major donors, trusts and foundations, corporates and high-net-worth individuals and the ability to build credibility and influence rapidly at national and international levels.
•Demonstrable experience of leading and scaling fundraising income through periods of organisational change, growth or strategic transformation.
•Proven track record of securing transformational gifts and long-term partnerships from individuals, corporates, trusts and foundations.
•Strong history of inspirational leadership, team building and talent development, with the ability to motivate teams towards ambitious shared goals.
•Experience of working with public sector stakeholders and cross-sector partnerships to advance organisational objectives.
•Experience of implementing and embedding robust CRM systems and donor stewardship frameworks to support data-led decision making and excellent supporter journeys.

Personal Skills, Qualities and Attributes
•Exceptional interpersonal, communication and relationship management skills, with the ability to engage, influence and inspire a wide range of stakeholders.
•A collaborative team player who values partnership working and shared success.
•Strategic, visionary thinker with the confidence and credibility to operate at senior leadership and Board level, influencing internal and external decision-makers.
•A strong personal commitment to wildlife conservation, environmental protection and the role of philanthropy in driving long-term change.
•Clear alignment with DSWF’s mission, vision and values, and a genuine passion for advancing David Shepherd’s legacy through impactful fundraising.
•Entrepreneurial and opportunity-led mindset, with the confidence to set and pursue ambitious income and growth targets.
•Resilient, adaptable and resourceful, with the ability to navigate complexity, manage ambiguity and maintain momentum in a fast-evolving environment.
•Credible and compelling ambassador for DSWF, able to represent the organisation confidently with major donors, partners and at public-facing events.
•Willingness to travel and attend events as required to support donor engagement, stewardship and organisational visibility.
•Commitment to being actively engaged in the life of the organisation, contributing to its culture, leadership and long-term success.

Please note that as part of a small team, the role may include occasional additional duties to help meet the charity’s wider needs.

Application Process
To apply, please email a CV and supporting statement of no more than two pages no later than Monday 15th June.

The Union of Students are looking for a Payroll Senior Coordinator to assist the Head of Finance in the smooth running of the Union Finance Department. They will be responsible for the accurate and timely processing of payroll, helping to maintain precise financial records, and ensuring compliance with all relevant payroll regulations. This role involves collaborating with the Human Resources team to manage employee data and contribute to the smooth operation of the wider finance team. The post holder will assist in the preparation of accurate and timely Financial Management accounts and oversee the Sales Ledger and Finance Coordinator role ensuring that the sales ledger invoices are accurate and income is received. They will pay attention to detail and can work in a busy environment and to tight deadlines. It is expected that they will provide cover for the finance team in periods of absence as other team members would be expected to provide cover for this role under the same circumstances. As a member of the Union of Students the post holder will contribute to and support the delivery of our Strategic Plan.

Main Responsibilities

Payroll Management

• Manage end-to-end administration of permanent and student payrolls using SAGE.
• Ensure full compliance with HMRC, pension and statutory requirements.
• Process monthly and four‑weekly payrolls, including timesheets, holiday pay and accruals.
• Maintain accurate payroll records, cost centre allocations and control account reconciliations.
• Complete all HMRC submissions (RTI, PAYE, P60s, P11Ds, P45s, Class 1A NI).
• Administer pension schemes, including monthly payments, annual reviews and statutory re‑enrolment.
• Manage payroll-related benefits including car parking deductions and healthcare schemes.
• Act as a payroll point of contact for staff, providing guidance and resolving queries.

Human Resources Administration

• Coordinate documentation for new starters and leavers, including right‑to‑work checks.
• Maintain accurate employee records across HR systems and master spreadsheets.
• Administer holiday entitlements, pro‑rata calculations and service‑based enhancements.
• Monitor sickness absence and trigger alerts in line with organisational policy.
• Act as first point of contact for routine HR queries and provide basic workforce reporting.
• Support day‑to‑day HR administration to ensure smooth organisational operations.

Financial Management & Reporting

• Support the Head of Finance in producing high‑quality, timely financial management information.
• Prepare monthly cost centre reports and ensure journals are accurate and submitted on schedule.
• Oversee sales ledger activity, ensuring invoices are accurate and income is received promptly.
• Identify and escalate financial risks or issues as they arise.
• Contribute to business case development and continuous improvement initiatives across teams.

The Union’s mission is to represent, support and empower students by championing their voices and interests at every level. Rooted in our values that we care for each other, we are better together, we share success and we are positive, we work to ensure every student feels included, supported and able to thrive. Through advocacy, collaboration and student‑led activity, we create opportunities for students to shape their experience, overcome barriers and make a positive impact within the University and beyond.

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.

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're recruiting three Legacy & In Memory Officers to join Mind's Legacy & In Memory team. Our team recruits and builds meaningful relationships with supporters who choose to leave a gift in their Will to Mind or donate in memory of a loved one. We create thoughtful, insight-led campaigns and stewardship that grow long-term support, deliver excellent supporter experiences and help secure sustainable income for Mind. The Legacy & In Memory team is part of a wider Mass Engagement team. In this financial year, Mass Engagement is responsible for raising more than £23 million so that Mind can fight for timely access to great quality mental health care for all.

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

Key duties and responsibilities

The post holder will:

The Legacy & In Memory Officer will help plan, deliver and evaluate fundraising campaigns and supporter journeys from end to end. You will lead on delegated campaigns and projects to build engagement with supporters and drive long term support to Mind. You'll use data and insight and work with colleagues and external stakeholders to optimise activity and deliver an excellent supporter experience for our legacy supporters and in memory donors.

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.

Moving Medicine Patients Project Coordinator - Job Description

Office and home based - Hybrid Working

With occasional travel for meetings, events or project delivery across the UK

Role Purpose

The Moving Medicine Patients Project Coordinator will support the delivery and coordination of nationally significant, cross-sector programmes aimed at reducing barriers to physical activity for people living with long-term health conditions.

The role works across major national projects, including the Sport England-funded Moving Together project and the FSEM and Nuffield Health partnership project focused on person-centred care pathways.

The postholder will coordinate project activity across health, physical activity, policy, academic and community sectors, supporting stakeholder engagement, governance, communications, events, evaluation and delivery.

This is a fast-paced, multi-partner role requiring organisation, initiative and the ability to maintain momentum across complex workstreams, contributing to wider systems-change efforts to improve access to physical activity and reduce inequalities.

Duties

· Coordinate day-to-day project activities across multiple projects and partners

· Schedule and manage meetings, events and stakeholder engagement activity

· Prepare agendas, take minutes and track actions from governance meetings

· Maintain project documentation including plans, trackers and reports

· Support communications outputs such as newsletters, briefings and stakeholder updates

· Assist with delivery of workshops, webinars and engagement sessions

· Liaise with partners, suppliers and stakeholders to ensure smooth delivery

· Support financial processes including invoice tracking and budget monitoring

· Contribute to evaluation activity, including data collection and feedback processes

Responsibilities

Project Coordination & Delivery

• Support planning and delivery of project activity across multiple national workstreams
• Maintain project plans, timelines, trackers and delivery actions
• Monitor progress and escalate risks, delays or issues

Stakeholder Engagement & Partnership Working

• Act as a key liaison between internal teams and external stakeholders
• Build and maintain effective relationships across sectors
• Support inclusive engagement with diverse communities and stakeholders

Events & Engagement

• Coordinate meetings, workshops, webinars and stakeholder events
• Support logistics, communications and follow-up actions

Communications & Resources

• Assist with internal and external communications, including updates and materials
• Support development and dissemination of project resources

Evaluation & Reporting

• Support data collection, evaluation and reporting processes
• Contribute to reports, presentations and documentation

Governance & Administration

• Provide secretariat support to governance groups and working groups
• Support financial administration and operational processes

Accountabilities

• Accurate and timely coordination of project activities and deliverables
• Maintaining up-to-date project plans, records and documentation
• Effective communication and coordination across stakeholders and partners
• Delivery of high-quality administrative, governance and event support
• Proactive identification and escalation of risks, issues or delays
• Contribution to project reporting, evaluation and continuous improvement
• Supporting inclusive and equitable project delivery

Job Attributes / Skills / Requirements

Essential

• Strong organisational skills with the ability to manage multiple priorities and deadlines
• Excellent written and verbal communication skills
• Confident stakeholder engagement and relationship management across multiple partners
• Experience coordinating projects, programmes or partnerships
• Ability to work independently, proactively and as part of a team
• Experience supporting meetings, events, workshops or webinars
• Strong administrative and operational coordination skills
• High attention to detail with effective problem-solving ability
• Confident using Microsoft Office and cloud-based systems

Desirable

• Experience working in health, physical activity, public, charity or education sectors
• Experience working with clinicians, academics, policy stakeholders or people with lived experience
• Familiarity with UK healthcare systems, physical activity sector, or health inequalities
• Experience supporting communications, content development or resource creation
• Experience supporting evaluation, reporting or data collection processes
• Experience working across complex partnerships or systems-change programmes
• Experience using project management tools or financial systems (e.g. Xero)

Personal Attributes

• Highly organised and dependable
• Collaborative and relationship-focused
• Proactive and solutions-oriented
• Comfortable working within complexity and ambiguity
• Able to balance competing priorities calmly and effectively
• Passionate about reducing inequalities and improving access to physical activity and health

Qualifications

Essential

Educated to HND level or degree (or equivalent professional experience) in public health, sport, project management, healthcare, communications or a related field.

The Vacancy

**Part-time fixed term contract until December 2027 with possible extension. This is a new role that could be carried out 3 or 4 days a week **

Who we are

We are RCVS Knowledge, a charity with a mission to advance the quality of veterinary care for the benefit of animals, the public and society. We empower and support veterinary teams to provide evidence-based, quality care and improved animal health and welfare outcomes.  We are the charity partner of the Royal College of Veterinary Surgeons (RCVS). This role reflects our organisational values: integrity, collaboration, ambition, inclusion and empowerment

Job purpose

We are seeking a strategic, collaborative and experienced Head of income and partnerships to drive forward and deliver our plans for income growth and diversification in line with our 5-year organisational strategy.

This is a new, pivotal role at a defining moment for the organisation. As we evolve our operating model and ambitions, you will lead the development of a more diverse, sustainable and innovative income portfolio, ensuring we can continue to grow our impact in advancing the quality of veterinary care for the benefit of animals, the public and society.

Reporting directly to the CEO and working closely with your senior team colleagues, you will develop and implement our income generation strategy, unlocking opportunities across industry partnerships, trust and foundations and individual giving.

We’re looking for someone who is both strategically minded and comfortable with hands-on delivery, and who will take a proactive approach to building our income-generating capacity from the ground up.

Key responsibilities

Strategy and leadership

• Play a key role in developing and refining our income strategy to meet our organisational strategy and priorities
• Take a leadership role in income generation, collaborating with colleagues to identify and take forward opportunities for income generation and partnerships
• Advise the CEO and senior team on growth opportunities and strategic partnerships while providing coaching, guidance and support to the team on best practice in developing successful partnerships to generate income
• Encourage cross-team collaboration on income opportunities
• Work with the CEO and the rest of the senior team to set the annual business plan and budget, and monitor delivery and performance

Delivery

• Build, manage and deliver a pipeline of opportunities across multiple income streams, with a primary focus on industry partnerships, trusts and foundations, and the development of individual giving.

• Develop and secure high-value partnerships with carefully selected industry partners in line with our partnerships policy. Oversee stewardship of partners to develop successful strategic relationships in both the short and long term

• Work with senior team colleagues, clinical leads and other team members to develop compelling, outcome-driven cases for support
• Explore and support potential opportunities for income generation in other areas such as public sector and earned income.

Performance and compliance

• Monitor and report on progress towards KPIs and income targets
• Create and enhance systems, processes and tools to develop the charity’s income-generation capability
• Ensure compliance with fundraising regulation and best practice
• Work with finance colleagues on forecasting, reporting and income tracking.

Person specification

Essential

• Substantial experience leading income‑generation activity, including developing strategies, building pipelines and securing income across multiple streams
• Strong track record of developing and stewarding high‑value partnerships that deliver income and impact
• Experience personally leading successful bids, proposals and pitches
• Confidence operating both strategically and hands‑on within a small or medium-sized organisation
• Strong senior‑level stakeholder‑management skills and the ability to translate organisational strengths into compelling cases for support
• Solid financial literacy, including budgeting, forecasting and income tracking
• Clear understanding of best practice, governance and ethical considerations in income generation

Desirable

• Experience working within the veterinary or animal‑health sector, or in a similarly technical or evidence‑based environment
• Familiarity with developing income opportunities in collaboration with technical or clinical experts.

Closing date 21st June 2026

1st interviews (Online) 29th June or 2nd July 2026

2nd Interviews (In person) 7th July 2026

*The application page will give you a single 'Upload your CV' option. Please use this CV upload option to upload a single document that includes both a Cover letter and a CV within a single document. Please use the Cover letter to outline how your skills, experience and knowledge meets the essential criteria of the role*

Purpose of the role 

In 2027 we will host our prestigious Global Congress. Held every four years, Congress convenes eminent leaders invested in global consumer rights and empowerment. This includes the heads of the leading consumer advocacy organisations, ministers and senior government representatives, leaders in civil society, executives at top businesses, prominent academics, and visionaries from philanthropic and international institutions. 

Congress is critical to the mission of Consumers International. It is crucial for our governance, as the basis for our General Assembly, where our Membership elects the governing Council of Consumers International. Around this procedural milestone, we structure a participatory, diverse and unique programme that is designed to build and advance the future of consumer rights advocacy worldwide. Our last Congress brought together over 600 participants, including more than 100 at C-suite level, and was a platform for releasing new insight and announcing major partnerships. It featured over 30 interactive sessions taking place over three days in person and online, with extremely high satisfaction and feedback ratings from participants.

To drive forward our planning and delivery for our next Congress in 2027, we are looking for an exceptional Lead, Flagship Events. This person will be the organisational lynchpin for Congress, working directly with our Leadership Team at Consumers International to produce and execute a clear event plan according to ambitious milestones and key performance indicators. 

The Lead will project manage and mobilise the wider Consumers International team to deliver the 2027 Congress, building a relationship with the host government and playing an essential part in producing a dynamic event that excites and inspires attendees. The Lead will bring strong leadership, coordination and project management skills to the role. They will have best-in-class relationship building and negotiation skills, experience dealing with senior stakeholders, and will have delivered major impactful events in the past. 
 
This is a fantastic opportunity to produce a unique and significant event for the global consumers rights movement. For a taster of our past summits see our 2023 Congress (Kenya) and 2019 Summit (Portugal). 

Key Responsibilities 

Project Management  

• Develop and drive delivery of a comprehensive Congress project plan with clear milestones, dependencies and performance indicators 

• Lead execution of the project plan, ensuring and mobilising the team to exert discipline against deadlines, priorities and organisational goals 

• Manage the Congress budget, including oversight of host government allocations and financial reporting   

• Co-ordinate the wider Consumers International team around Congress delivery, ensuring clear ownership, accountability and decision-making across workstreams 

• Monitor and report on progress against key milestones, risks, participant targets and budget performance, escalating where needed

• Lead post-event evaluation and debrief, capturing insights and recommendations to strengthen future flagship events 

Relationship management and negotiation

• Manage a strong and trusted relationship with the host government, ensuring effective coordination and resolution of issues that arise 

• Lead negotiations and relationships with venues, suppliers and delivery partners to secure high-quality delivery within budget 

• Build and support leadership at Consumers International to establish trusted relationships with senior stakeholders participating in Congress, including across government, Members, sponsors, speakers and strategic partners 

Event logistics and delivery 

• Lead planning and oversight of major logistical components of Congress, including venue, accommodation, transport, catering, accessibility and interpretation to support a seamless participant experience 

• Lead onsite event management, troubleshooting and issue resolution during Congress delivery 

Event systems and governance 

• Oversee the implementation of systems and processes required for successful Congress delivery, including registration and reporting 

• Coordinate planning for the General Assembly and governance components of Congress, this includes supporting senior management at Consumers International to coordinate on voting processes, member participation and associated systems 

Participant experience and organisational leadership 

• Lead Congress planning discussions across the organisation, mobilising the team and ensuring strong communication, coordination and momentum across teams

• Help shape a dynamic, participatory, safe and inspiring Congress experience that reflects Consumers International’s ambition and global leadership 

• Work closely with Leadership Team to support delivery of a high-profile global event with significant reputational and strategic importance, including through the delivery of an impactful programme 

• Carry out additional responsibilities related to Congress delivery and organisational priorities as required

Executive Director of Finance, Operations & Growth
Keech Hospice

Charity People have partnered with Keech Hospice, a £15million turnover Hospice with sites in Luton and Bedford, in finding their next Executive Director of Finance, Operations and Growth. This is a pivotal moment to join the hospice strengthening their impact and secure their long-term future.

We are seeking an outstanding Executive Director of Finance, Operations & Growth to join our Executive Leadership Team. This is a high-profile, mission-critical role that combines strategic financial leadership with operational excellence and commercial growth. You will play a central role in ensuring the Hospice's future sustainability, driving income diversification, and enabling transformational change that supports the delivery of exceptional care. You will be delivering an ambitious new strategy working closely with an inspiring CEO, collaborative and forward thinking SLT and Board of Trustees. Keech Hospice is in the top 25 of 100 Best Companies to work for.

Salary: circa £90,000 per annum there is a performance related incremental scale offered to all staff.

Contract: Permanent, 37.5 hours
Flexibility: the hospice has a flexible working policy available to all staff including partial home working (initially three days a week and will reduce to two days a week)

Key Duties & Responsibilities

• Strategic Financial Leadership: Shape and deliver the organisation's financial strategy, providing insightful analysis and robust planning to ensure long-term sustainability, effective risk management, and strong financial governance.
• Finance Function Excellence: Lead a high-performing finance function, ensuring accurate, timely reporting, strong financial controls, and continuous improvement in systems, processes, and business partnering across the organisation.
• Growth & Commercial Strategy: Lead and support the development and performance of trading and commercial income streams, including working with our excellent Ass. Director of Trading and Commercial , identifying new opportunities and forging strategic partnerships to diversify income.
• Operations, Estates & Sustainability: Provide strategic oversight of procurement, estates, facilities, and sustainability, ensuring efficient, compliant, and forward-thinking operations aligned to net zero and environmental goals.
• Transformation & Major Projects: Lead and sponsor strategic initiatives and capital programmes, developing robust business cases and ensuring effective delivery, governance, and realisation of benefits.
• Executive Leadership & Governance: Act as a key member of the Executive Team, building strong relationships with the Board and Audit and Risk committee, fostering a culture of accountability, collaboration, and high performance.
• Organisational Stewardship: Ensure effective use of resources, robust risk management, and strong organisational performance, while acting as an ambassador for Keech Hospice and upholding its values at all times.

Person Specification

• Senior Leadership Experience: Proven track record in a Board or Executive-level finance leadership role, ideally within a complex, multi-faceted organisation.
• Sector specific: Senior financial and operational leadership experience within a charity or not-for-profit sector; Or strong desire to be working in a mission driven organisation
• Charity SORP: Strong understanding of Charity Commission requirements and SORP.
• Strategic & Commercial Acumen: Demonstrable success in financial strategy, commercial income generation, and driving sustainable organisational growth.
• Financial Expertise: Professionally qualified (e.g. ACA, ACCA, CIMA) with deep knowledge of financial governance, planning, reporting, and risk management.
• Operational Leadership: Experience overseeing operations, estates, procurement, or infrastructure, with a focus on efficiency, compliance, and continuous improvement.
• Change & Transformation Capability: Strong experience leading large-scale transformation programmes and delivering measurable organisational impact.
• Values-Driven Leader: A collaborative and inspiring leader who models integrity, builds high-performing teams, and is committed to the values and mission of hospice care.

Shortlisted candidates will be asked to respond to three written questions to highlight their experience, approach, and leadership style.

Role will be closing on 24^th June, 2026

First stage interview via MSTeams or in person 2^nd July, 2026

Second stage in person 7^th or 8^th July, 2026 followed by an informal chat to "get to know" on 10^th or 13^th July, 2026

Charity People is a forward-thinking, inclusive organisation that deliberately champions equity, diversity and inclusion. We know charities thrive when inclusion is at the centre of decision-making. We proudly match organisations with talent based on skills and values, not background - because diverse teams deliver stronger results.

Interim Tax Lead - ERP Implementation | £700 per day Umbrella Co. | Remote | 18-Months +

For a large government organisation, we're recruiting an interim Tax Manager to lead delivery of day-to-day tax operations including VAT and tax compliance during a large-scale ERP implementation programme. The interim Tax Manager will focus on maintaining high-quality business-as-usual tax delivery, while working closely with the ERP programme teams to share knowledge, provide input on system-wide tax processes, and support readiness.

Main Duties:

• Lead delivery of the day-to-day Tax operations (e.g., VAT and Tax Compliance)
• Support the Compliance and Financial Accounting Team with BAU Tax delivery
• Support the ERP implementation team activity across the Tax Management lifecycle
• Ensure continuity and accuracy of all BAU Tax activities
• Collaborate with the ERP programme teams to share expertise, input into design decisions, and suggest improvements to the Tax Management lifecycle
• Support the local design phase of the Oracle Fusion Cloud system for day-to-day Tax Management processes
• Support system integration testing for all Tax Management processes end-to-end and support real-life users of the system (UAT)
• Support the Oracle Fusion cutover phase, completing Tax Data migration, and the final transition.

Person Specification:

• CTA, CCAB or ATT qualified
• Proven experience delivering high-quality BAU tax operations with strong functional tax expertise, particularly in VAT within Government
• Experience of Government VAT rules, including Contracted Out Services
• Knowledge of taxable benefits, IR35, and provision of tax guidance / advisory support
• Good understanding of ERP systems and ideally implementation principles (although it is not essential to have led ERP delivery)
• Ability to work closely with programme teams to provide insight and input into ERP design and implementation
• Ideally experience with Oracle Fusion Cloud

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.