Join RUHX – Be part of something extra extraordinary.
At RUHX, we’re more than the Official NHS charity of the Royal United Hospitals Bath. We go further to give every patient the extra extraordinary care they deserve, while supporting our staff to do what they do best and furthering innovation within our hospitals. We’re out there in our community, collaborating with the people and organisations who drive real change. And we’re making sure that every penny we raise goes towards improving health, happiness and wellbeing for everyone in our community.
We are looking for an experienced Legacy and Tribute Manager who will be responsible for generating around £1.4 million annually through compassionate and professional management of Gifts in Wills and Tribute Giving. You will lead, shape and deliver RUHX’s Legacy & Tribute Programme—one of our most impactful income streams that enables supporters to honour exceptional care given at the RUH.
We’re looking for an experienced legacy fundraising professional with a strong track record in generating income through Gifts in Wills, creating inspiring marketing campaigns, and managing complex legacy administration with confidence and accuracy. You will bring proven expertise in handling sensitive donor relationships, working with solicitors and executors, and navigating legal processes with minimal guidance.
Main duties of the job
We need someone highly skilled, emotionally resilient, and able to lead a busy programme while delivering outstanding stewardship rooted in compassion.
This is your chance to help create extra extraordinary healthcare for everyone—by giving supporters a meaningful way to express gratitude, honour loved ones and create a legacy that lasts.
No two days in our team are the same. We split our time evenly between working flexibly at home and onsite in the office in Bath, as well as being out and about in our community. You will have a varied role which involves managing a wide range of duties and tasks including.
You will:
- Lead legacy marketing, stewardship and administration with confidence and integrity
- Support bereaved families and grateful patients with empathy and professionalism
- Build strong relationships with local solicitors, legal partners and clinical teams
- Manage a wide and varied caseload of legacies with accuracy and legal competency
- Deliver marketing and supporter engagement activity that inspires long-term giving
- Drive forward RUHX’s Grateful Patient Strategy through legacy and tribute pathways
This is a role where compassion meets strategy—where technical knowledge of legacy administration and marketing is combined with meaningful relationship-building.
Registered Charity
11 - 20
The client requests no contact from agencies or media sales.
Thank you!
About Play for Progress
Play for Progress is a small but mighty London-based charity dedicated to improving the lives of young unaccompanied refugees and asylum seekers. We provide a safe, welcoming environment where young people aged 14-25 can access practical support, education, wellbeing programmes, and a genuine sense of community. Our work is driven by a deep belief that every young person — regardless of where they come from — deserves the chance to thrive.
We are a close-knit team with a flat structure, a strong values-led culture, and a real commitment to involving the young people we serve in everything we do.
The Role
This is an exciting opportunity for an experienced finance professional to play a central role in the sustainable growth of our charity. As Finance Manager, you will be the financial heartbeat of the organisation — ensuring robust financial management, supporting our fundraising and grant compliance, and providing the Executive Director and Board with the financial insight they need to make good decisions.
This is a hands-on role suited to someone who is comfortable working across all aspects of charity finance in a small team, and who brings both technical skill and a genuine commitment to our mission.
Key Responsibilities
Financial Management & Reporting
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Maintain accurate, up-to-date financial records using accounting software (currently Xero )
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Prepare clear and insightful monthly management accounts for the ED and Board of Trustees
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Monitor cash flow, manage banking, and provide regular financial forecasts
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Lead the annual budgeting process in collaboration with the ED and programme leads
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Help Budget leads to manage devolved targets through reports and Quarterly Review
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Prepare year-end statutory accounts and liaise with the external independent examiners or auditors
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Ensure financial systems, processes and controls are fit for purpose and continuously improved
Grant & Fund Management
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Maintain accurate tracking of all restricted and unrestricted funds, ensuring full compliance with funder terms and conditions
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Prepare timely and accurate financial reports for statutory, trust and individual funders
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Support the ED and fundraiser with budget development for grant applications
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Monitor programme spend against budgets and proactively flag underspends, overspends or risks
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Support due diligence processes for new funders and partnerships
Payroll & HR Finance
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Manage monthly payroll for employees, including PAYE, National Insurance and auto-enrolment pension
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Process staff expense claims and ensure adherence to the expenses policy
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Maintain accurate staff financial records and support HR administration as needed
Governance & Compliance
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Ensure the charity operates in compliance with Charity Commission regulations, SORP and relevant financial legislation
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Prepare and submit annual returns to the Charity Commission and Companies House.
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Complete all required Company secretarial duties
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Review, maintain and implement financial policies and procedures
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Support the Board meetings, including preparing papers, attending meetings and responding to trustee queries
General & Organisational
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Process purchase invoices, supplier payments and income receipts in a timely manner
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Support the wider team with financial queries, guidance and informal training
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Contribute to organisational planning, risk management and strategy as part of the senior team
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Carry out any other duties reasonably requested by the ED
Person Specification
Essential
• Part-qualified or fully qualified accountant (AAT, ACA, ACCA, CIMA or equivalent), or qualified by significant relevant experience
• Demonstrable experience in a finance management role, ideally within the charity or not-for-profit sector
• Strong working knowledge of charity accounting, fund accounting and the Charities SORP
• Proven experience managing restricted and unrestricted grant funds
• Proficiency with accounting software (e.g. Xero, QuickBooks or Sage) and Microsoft Excel
• Experience preparing management accounts, year-end accounts and budgets
• Experience managing payroll (in-house or via an external provider)
• Excellent attention to detail and high degree of accuracy
• Ability to communicate financial information clearly to non-finance colleagues and trustees
• Self-motivated and able to work independently and prioritise effectively in a small team
• A genuine commitment to the rights, dignity and potential of young refugees and asylum seekers
Desirable
• Experience working in a refugee, asylum, migration or broader human rights context
• Familiarity with funding from Trusts and Foundations and complex funder reporting requirements
• Experience supporting Board-level governance, including Finance Sub-Committees
• Experience of working in an organisation going through a period of growth or change
What We Offer
• A flexible, supportive and genuinely values-led working environment
• The opportunity to make a tangible difference to the lives of young people who have overcome extraordinary challenges
• 20 days annual leave pro rata, plus bank holidays
• Employer pension contribution of 3%
• Remote and flexible working arrangements
• Regular supervision, an open-door culture, and access to professional development
• A diverse and inclusive team that reflects the communities we serve
Our Commitment to Equality, Diversity & Inclusion
Play for Progress is an equal opportunities employer. We actively welcome applications from people of all backgrounds, particularly those from Black, Asian and minoritised ethnic communities, and those with lived experience of the refugee or asylum journey. We are committed to creating an inclusive workplace where everyone feels valued and heard.
If you require any adjustments to the recruitment process, please do not hesitate to contact us.
