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Harris Hill is delighted to be partnering with a leading arts organisation to recruit an Interim Head of Strategic Planning.
London | £50,000–£55,000 | 1 year FTC
This senior role will lead strategic funding and planning activity, with a particular focus on securing major public funding and developing compelling funding applications. Working closely with executive colleagues, you will help shape organisational strategy, oversee reporting and impact measurement, and ensure strategic priorities are effectively delivered.
Key responsibilities:
We are looking for someone with:
This is an exciting opportunity to make a meaningful impact within a high-profile cultural organisation during a pivotal period of development.
For more information, please submit your CV.
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.
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!
Job title: Team and Office Administrator
Reports to: Senior Manager, Team and Office
Location: Bloomsbury, London
Contract term: One-year Fixed Term Contract
Salary: £23,300 - £25,000 dependent on experience
Hours: Full time
The Royal Society of Tropical Medicine and Hygiene (RSTMH) is a charity and membership society that has been dedicated to improving tropical medicine and global health since 1907. As a learned society we have a long legacy of work in global health and work to balance traditional values with a modern approach.
Our ambition is to save lives and improve health around the world through increased access to greater equity in global health care. Through our activities we help further our members’ and Fellows’ careers. We also bring together their collective knowledge and use our own expertise to achieve change within the sector.
We are looking for a motivated individual to join us as Team and Office Administrator, effectively supporting the small but busy RSTMH Team by providing proactive and comprehensive support across our key areas of work.
The role will require someone who preferably has some experience of providing support and administration to a busy team and office, preferably within the charity/not-for-profit sector, who is flexible, has excellent time management and prioritisation skills, and is able work on their own initiative. The successful candidate will be working across various RSTMH activities, including membership, journals, events, grants, and communications; therefore, they will need to be efficient and organised, with strong computer skills and a professional outlook.
Please note: This is a London based role and will be office-based. This is not available as a remote job.
The Role:
As Administrative Assistant RSTMH, your duties will include:
Essential Technical Skills:
Personal Skills:
Desirable Skills:
This is an exciting opportunity for a confident team player looking to enhance their administration and communication skills, and a great introduction to the global health community.
Please submit your application by 12 July 2026.
N.B. We encourage you to apply as early as possible as we will be reviewing and interviewing candidates as they submit, and so may close recruitment before the deadline.
To apply for the role of Team and Office Administrator, please click the apply button.
You will need to fill in where it asks for your cover message/covering letter, with a cover letter showing how your previous experience and skills meet the requirements of the role, and attach your CV.
N.B. Applications without a CV and cover letter will not be considered.
No agencies please
You will need to fill in where it asks for your cover message/covering letter, with a cover letter showing how your previous experience and skills meet the requirements of the role, and attach your CV.
N.B. Applications without a CV and cover letter will not be considered.
Do you have proven experience of designing end-to-end services that meet user needs and intended organisational outcomes? Then join Shelter as a Service Designer and you could soon be playing an important role within our Design team.
About the role
As a service designer, you will contribute to all stages of the design process. You will be part of one or multiple cross-functional product teams to create and improve services across our many different channels. You will work independently and in close collaboration with other roles, such as Interaction Designers, User Researchers and Product Managers to deliver tangible and measurable outcomes to our wide range of users. You will report to the Senior Service Designer.
Role specifics
We’re looking for someone with experience designing and improving services in complex environments, with a strong focus on user needs and inclusive design. You’ll work collaboratively with researchers, designers, developers and stakeholders to identify opportunities, generate ideas and shape services that support Shelter’s digital purpose. You’ll be confident facilitating workshops and conversations, communicating insights clearly and turning complex information into accessible, actionable outputs such as service maps and user journeys. With experience of prototyping, agile working and service design methods, you’ll help teams navigate challenges, support delivery and contribute to the ongoing development of inclusive, user-centred design practices across the organisation.
Apply to be part of our team and be the change you want to see in society.
Benefits
We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme.
We are happy to talk about flexible working, personal growth, and to promote a workplace where you can be yourself and achieve success based only on your merit.
About the team
The Design team plays a key role within Shelter by producing engaging user experiences for advice services, campaigns, fundraising and cross cutting journeys. We are user centred design leaders that collaborate across the organisation to develop digital solutions that meet user needs and organisational goals. Disciplines in the team include Service Design and Interaction Design. They work closely with other teams – particularly the Content team, Product and Delivery team, Insight and BI team and business owners in Services and Income Generation. Collectively, they set the example for Shelter in digital best practice, discovery and innovation.
About Shelter
Home is a human right. It’s our foundation and where we thrive. Yet everyday millions of people are being devastated by the housing emergency.
We exist to defend the right to a safe home. Because home is everything.
We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve.
Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist.
Safeguarding statement
Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies.
Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
The client requests no contact from agencies or media sales.
The Anti-Racism Organiser will sit at the heart of Himmah's organising work, building relationships in racialised and working-class communities, supporting members through advice and casework, and turning lived experience, collective memory and community knowledge into collective power.
This is a role for someone who believes that anti-racism is the organised struggle to shift power, resources, voice and decision-making into the hands of Black, Asian and other racialised communities.
In this role, you will:
Himmah exists to dismantle structural poverty and racism by building community power, turning crisis into solidarity and lasting change.
The client requests no contact from agencies or media sales.
The Woodland Trust is looking for a Paralegal to support the work of the legal team, assisting solicitors with a wide range of legal matters.
The Role:
• Monitor and manage the legal services inbox and triage cases in accordance with Woodland Trust processes.
• Raise and monitor purchase orders as required to support the team.
• Support with a varied caseload of contractual and property matters such as NDA’s, licenses and DSA’s.
• Research, report and draft documents to support the legal service.
• Maintain accurate records and databases ensuring files are set up, updates and closed in line with processes.
• This is a hybrid position with a mix of home working, and from our head office in Grantham, Lincolnshire. Head office attendance would be required no more than once a month on average.
The Candidate:
• Experience or performing administrative tasks in a legal setting and high quality legal research.
• Knowledge on contract law.
• Strong prioritisation skills with the ability to manage conflicting demands and deadlines.
• Experience building strong relationships with stakeholders with the ability to challenge if needed.
• Knowledge about the land registration process in relation to registered and unregistered land in England and Wales.
• Degree in law plus Legal practice course or equivalent or degree in other related subject with w post graduate degree in law.
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:
• Enhanced Employer Pension
• Life Assurance
• Flexible & Hybrid Working Options
• Generous Annual Leave - 25 Days Plus Bank Holidays (pro rata’d for part-time)
• Buy and Sell Holiday Scheme
• Enhanced Parental Pay
• Employee Assistance Programme
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 you answer the Application Questions to show your relevant skills and 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.
Interview will take place via Microsoft Teams on 13th July.
Selections Executive
Great Ormond Street Hospital Charity (GOSHC)
£42,770 per annum FTE
3-month fixed term contract, possible extension
35 hours per week, 28 hours considered
2 days in the London office, flexible options if required
Starting asap
Every day, seriously ill children and their families rely on the extraordinary care provided at Great Ormond Street Hospital. GOSH Charity exists to help give these children the best possible chance, funding groundbreaking research, advanced medical equipment, family support services, and world-class facilities. Working for Great Ormond Street Hospital Charity brings many big positives including being part of an ambitious and supportive organisation helping to transform the lives of seriously ill children. You will work alongside passionate colleagues in an inclusive and collaborative environment where innovation and impact are encouraged.
Charity People are proud to be partnering with GOSHC who require a Selections Executive to join their Fundraising directorate and play a key role in delivering high-quality data selections that help drive fundraising performance and supporter engagement. As Selections Executive, you will support the day-to-day delivery of the charity's campaign selections, ensuring fundraising teams have accurate, timely and compliant supporter data to maximise campaign success.
Working closely with internal stakeholders, you will interpret campaign briefs, build and deliver selections, maintain selection documentation, and support data quality improvement initiatives. You will also contribute to ensuring supporter data is managed in line with GDPR and best practice.
This is an excellent opportunity for someone with strong data and fundraising knowledge who enjoys working collaboratively in a fast-paced environment.
Key responsibilities:
You will bring:
This is an excellent opportunity for someone with strong data and fundraising knowledge who enjoys working collaboratively in a fast-paced environment.
Due to the need for a new Selections Executive to be in post. And it being an interim role, the hiring manager can be flexible around considering flexible working options. They would like the successful postholder in to post by July. So please do apply and reach out for more information.
Charity People actively promotes equality, diversity and inclusion. We match charity needs with the skills and experience of candidates, irrespective of age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we know greater diversity will lead to even greater results for the charities we work with.
About Toynbee Hall
Based in the East End of London since 1884, Toynbee Hall is a charity working alongside people facing poverty, injustice, and inequality to build a fairer East London. We provide vital advice and support, working in partnership to tackle unfairness and ensure everyone has an equal chance to thrive.
We have recently launched a new strategic plan which reinforces that our purpose is to build a fairer future with an end to poverty, injustice and inequality.
We work towards this by:
• Addressing poverty and injustice through advice and support and influencing systemic change.
• Shifting power to people and communities affected by injustice and inequality.
• Collaborating to end poverty and build fairer systems and institutions. What we want to see in the world starts with our community and our organisation.
This means:
• Working together to build a thriving local community where people have the resources they need, feel their voices are heard and are optimistic about the future.
• Being a good employer, where people are treated fairly, feel engaged and empowered, and work together to achieve our shared vision.
• Acknowledging the role Toynbee Hall has historically played in civic society while recognising that our role now is to shift power, to be an effective partner, and to amplify voices that are less likely to be heard.
What we learn from our work in east London we use to inform and influence wider policy – working to influence change in structures, systems and policies.
Department background
The Debt Advice Team at Toynbee Hall provides crucial support to individuals and families struggling with financial burdens. Funded by the Money and Pensions Service (MaPS), this team delivers expert guidance and practical solutions to help clients manage and reduce their debt.
Scope of Role
The Traineeship will last for 12 months. This role involves gaining practical experience by observing and participating in interviews to understand clients’ financial problems, researching options, and helping clients make informed decisions. The role includes structured classroom-based learning, supervised practice, and mandatory secondments across partner advice agencies in London.
Key Responsibilities
1. Accurate, Effective, and Individually Tailored Advice
Work under supervision to observe and learn how to provide effective debt advice, including interviewing clients, researching options, and empowering clients to make informed decisions.
2. Detailed Case Records
Assist in maintaining detailed case records, ensuring all work meets auditing and quality standards, and meets funder requirements.
3. Training and Development
Complete a structured training programme within the six-month period, covering technical debt advice, client management, and financial regulations. During the initial training period, trainees will be expected to attend intensive classroom-based training and supervised learning activities four to five days per week. Additional training will be based on shadowing, on-site learning, tests, external training courses, etc.
4. Teamwork
Be an active member of the team, identifying opportunities for your development and contributing to collective goals.
5. Travel
Travel across London is required, including attendance at partner organisations, advice sites, and mandatory secondment placements across London boroughs.
Following the initial training period, the role will require a minimum of four days per week working from Toynbee Hall or partner office locations. One additional working day from home may be agreed where there is a suitable home-working environment and this aligns with operational requirements.
6. Other
Undertake additional tasks as delegated by Management.
Person Specification
1. Experience and Skills
2. Personal Attributes
Desirable Criteria
Our Benefits
Annual Leave
Pension
Additional Perks & Support
Since 1884 Toynbee Hall is a charity working alongside people facing poverty, injustice and inequality to build a fairer East London
The client requests no contact from agencies or media sales.
Location: Hybrid working between the Aldgate, London office and home
An exciting opportunity has arisen for a talented Digital Product Insights Analyst to join our Digital Product Team. You will play a key role in strengthening how we use data, insight and experimentation to improve user experience, grow fundraising performance and support people affected by lung conditions.
Asthma + Lung UK is the only charity in the UK fighting for everyone with a lung condition, aiming for a world where everyone can breathe with healthy lungs. We fund cutting-edge research, provide advice and support for the 12 million people who will get a lung condition during their lifetime. We also campaign for clean air and for better NHS diagnosis and treatment.
In this role, you will lead on web analytics and insight across our digital journeys, ensuring accurate tracking, high-quality data and clear performance reporting. You will work closely with colleagues across Fundraising + Engagement, Data + Insight and Health Advice to ensure consistent, high-quality reporting and insight across digital platforms. You will identify optimisation opportunities, shape experimentation roadmaps and support the design and evaluation of A/B testing activity. You will also contribute to strengthening our in-house SEO capability and embedding best practice in digital measurement.
You will have strong technical expertise in tools such as Google Analytics 4 and Google Tag Manager, alongside experience in testing and optimisation. You will be highly organised, confident presenting data stories to stakeholders and comfortable collaborating across teams and with external partners. A proactive, data-driven mindset and the ability to translate complex information into practical recommendations are essential.
As well as a competitive salary, you’ll enjoy a range of benefits including 30 days annual leave (plus bank holidays), membership of a health cash plan, employee assistance programme, cycle-to-work scheme, interest-free annual season Travelcard loan and pension scheme. This is a fantastic opportunity to join an organisation committed to being the driving force behind the transformation of lung health.
This is an exciting new opportunity to shape the future of technology and digital capability across five South West charities. We are seeking an exceptional Regional Chief Technology Officer who is motivated by both challenge and purpose; someone who can harness technology to make a tangible difference to how our faith-based charities support church communities.
Working across Bath & Wells, Bristol, Exeter, Salisbury and Truro, this role offers a rare platform to influence at scale. The successful candidate will lead a region-wide programme of digital transformation and process optimisation, helping modernise systems, strengthen cyber resilience and unlock efficiencies that release resources for mission and ministry.
This is not technology for its own sake. We are looking for someone who combines strategic insight with practical delivery; a leader who can translate complex technical possibilities into real-world improvements for staff, clergy and volunteers. You will play a key role in shaping the responsible adoption of emerging technologies, including AI, while ensuring strong governance, security and compliance.
Please note that, whilst the role will be primarily home-based, the post-holder will be required to travel regularly across the Southwest region, with an onsite presence in each organisation at least once per month.
Responsibilities
Strategic Leadership:
Process Mapping & Optimisation:
AI & Responsible Innovation:
Stakeholder Management & Engagement:
Project & Change Management:
Qualifications, Training & Experience:
Competencies & Behavioural requirements:
Our benefits include:
The Diocese of Salisbury is a Christian community of churches, schools and chaplaincies serving one million people over 2000 square miles.
Natural History Museum
Senior Finance Business Partner
Salary: £65,000
Contract: Permanent, full-time (36 hours per week)
Hybrid working: 3 days a week in the office based in South Kensington
The Natural History Museum is one of the world’s most iconic visitor attractions and a globally respected scientific research centre. Home to over 80 million specimens, we are uniquely placed to tackle some of the biggest challenges facing our planet today. Each year we welcome more than five million visitors, inspiring people to care about the natural world.
As we work towards our ambitious strategy leading up to our 150th anniversary in 2031, we are seeking a talented and driven finance professional to play a critical role in supporting major capital programmes and shaping financial decision-making across the organisation.
This is a high-profile and impactful role where you will partner with senior stakeholders, providing insight, challenge and robust financial analysis to support both strategic and operational decisions.
About the Role
Reporting to the Head of Finance, the Senior Finance Business Partner will play a central role in supporting the Museum’s capital programmes, including the NHM150 portfolio.
You will lead on financial planning, modelling and analysis, ensuring accurate and insightful reporting to support decision-making across complex, multi-year projects.
Working closely with senior leaders, project teams and external stakeholders, you will act as a trusted advisor—bringing commercial insight, financial rigour and strategic thinking to drive successful outcomes.
This role combines technical excellence, leadership and strong stakeholder engagement, with a clear focus on continuous improvement and organisational impact.
Key Responsibilities
Financial Planning & Analysis
Budgeting & Forecasting
Business Partnering & Leadership
Governance & Continuous Improvement
About You
We are looking for a qualified accountant (ACA, ACCA or CIMA) with strong business partnering experience and a track record of supporting complex programmes or projects.
You will bring:
Key benefits include:
Apply Now
The Natural History Museum are partnering exclusively with Allen Lane and Iain Slinn on the recruitment of this role. Please reach out to Iain to discuss in more detail
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
About Action for Pulmonary Fibrosis
Action for Pulmonary Fibrosis (APF) is the UK’s leading patient charity dedicated to improving the lives of individuals and families affected by pulmonary fibrosis. Our mission is underpinned by values of compassionate, bold, expert and collaborative. We believe in creating a supportive environment in which both our employees and beneficiaries can thrive.
Founded in 2013 by people affected by PF and clinicians, APF has grown into a respected national charity rooted in community and evidence. We provide trusted information and support, help a growing network of support groups, campaign to improve access to care and invest in research to bring hope of new treatments. APF strives to be an organisation of equity and inclusion, welcoming people from all backgrounds – our team and volunteers aim to reflect the diverse communities we serve.
We have just launched an ambitious five-year strategy (2025–2030), co-created with the PF community, which focuses on expanding support, transforming care, and accelerating research. This strategy marks a step change with a clearer focus, stronger delivery model and greater ambition to ensure no one faces pulmonary fibrosis alone.
Role purpose
The Senior Challenge Fundraising Officer will lead the delivery and growth of APF’s third-party and mass participation challenge events portfolio.
This role exists to significantly grow income and participation by managing end-to-end third-party challenge events, developing community-facing charity-owned fundraising products and delivering excellent supporter stewardship
Working closely with the Head of Fundraising and colleagues across Communications, Services and the Operations Team, you will increase recruitment, empower supporters to raise ambitious funds, and create journeys that encourage long-term engagement with APF.
Success in this role means more people fundraising for APF, raising more income and feeling valued, supported and inspired to stay connected to our mission.
Key Responsibilities
1. Grow participation in third party
2. Community Product Development
3. Income growth and fundraiser mpowerment
4. Stewardship and re-engagement
5. Data, insight and compliance
How to apply
Please apply via CharityJob or submit a CV and a covering letter (maximum of two pages) highlighting your skills and suitability to the role, reflecting the key responsibilities in the job description.
Action for Pulmonary Fibrosis (APF) is a national charity dedicated to improving the lives of individuals and families affected by pulmonary fibrosis.
The client requests no contact from agencies or media sales.
Location: Merseyside Hub - travel to London / Birmingham for a face-to-face team meeting is required 3-4 times a year
Closing date: Sunday 12th July, 23:30
Interview date: 4th/5th Aug
We plan on holding an online information session on Thursday June 25th.
Do you have an understanding of how lived experience of bad housing or homelessness can impact people, plus a real desire to help them share their stories and experiences so that we can better help them in the future? Then join Shelter as a Lived Experience Coordinator and you could soon be playing a vital role within our Merseyside Hub.
About the role
The Lived Experience Coordinator is responsible for supporting the Merseyside hub to deliver a programme of lived experience insight activities, with the aim of ensuring that the views and experiences of individuals with lived experience of bad housing or homelessness informs all of Shelter’s work.
Role specifics
We’re looking for someone who can help create meaningful opportunities for people with lived experience to shape and influence Shelter’s work. You’ll plan and deliver a range of involvement activities, support inclusive recruitment and induction processes, and work closely with participants to support their development, wellbeing and pathways into volunteering and employment. You’ll also provide guidance and training to colleagues on involving people with lived experience effectively, promote best practice across the organisation, and ensure involvement activity is well recorded, evaluated and continuously improved. Through your work, you’ll help ensure lived experience remains at the heart of Shelter’s fight for home.
Apply to be part of our team and be the change you want to see in society.
Benefits
We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme.
We are happy to talk about flexible working, personal growth, and to promote a workplace where you can be yourself and achieve success based only on your merit.
About the team
The main goal of the Lived Experience Insight team is to work closely alongside people with lived experience to influence and steer the direction of Shelter’s work, so that lived experience informs everything we do.The team deliver activities across the organisation, which shape the ongoing design, delivery, and governance of Shelter’s work.
About Shelter
Home is a human right. It’s our foundation and where we thrive. Yet everyday millions of people are being devastated by the housing emergency.
We exist to defend the right to a safe home. Because home is everything.
We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve.
Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist.
Safeguarding statement
Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies.
Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
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.