Money management mentor jobs in birmingham

Join Our Team as a Trusts and Foundations Manager 

Location:

Remote working with some travel to SeeAbility homes. 

Salary:

£48,000 per annum plus benefits 

Hours:

Full time, 37.5 hours per week

Contract:

Permanent

SeeAbility is seeking a Trusts and Foundations Fundraising Manager to join our Innovation and Social Impact team. Could this be you?

We have a rich history as pioneering charity working alongside, and for, people with learning disabilities, autism, and sight loss to make inclusion a reality. Over the last 5 years, fundraising from Trusts and Foundations has enabled our charity to have big impact on the lives of people we support by creating opportunities to develop digital skills, secure employment, benefit from better eye care and speak out against social injustices.

Your role will play an equally important part in our latest strategy. Your talent will enable SeeAbility to launch new and inclusive programmes, co-produced by people with lived experience and in partnership with funders, so that we can continue our vital work of building inclusive communities where everyone can live as equal citizens.

If you’re excited by this role and are looking to take your next step with a successful, supportive, and friendly fundraising team – we’d love to hear from you today.

Your role

To lead on trust fundraising at SeeAbility and to grow and diversify trust and foundation income in line with SeeAbility’s aspirations.

Your responsibilities

• Lead on the development and delivery of a trusts strategy, overseeing the whole trusts portfolio, to generate agreed annual targets for SeeAbility.
• Be the charity’s expert in trust fundraising, adopting a data-driven approach, keeping abreast of sector developments and making the business case for change where appropriate.
• Develop and enhance relationships with existing trusts, delivering first-class stewardship, making appropriate and timely applications to secure agreed annual budget and ensuring that all reporting is completed in line with guidelines.
• Focus on new business and lead on creative, inspiring and professional proposals to trust and statutory funders that operate within the charity’s values and ethical policy.
• Manage, support and mentor the Trusts Fundraiser to secure funds from trusts and statutory sources of income. To lead any further expansion of the trust team in the future if the opportunity arises.
• Implement the systems, tools and procedures to proactively identify new funders that align with SeeAbility’s strategy and ethical policy.
• Work across the organisation to generate new and innovative ways to package up SeeAbility’s work to secure funding.
• To be responsible for setting, monitoring and reporting on income and expenditure budgets and key performance indicators
• To be responsible for developing and delivering the annual work plan for trusts fundraising
• Engage staff across the organisation in trust fundraising to support proposal development, reporting and stewardship and to grow the fundraising culture.
• Ensure all trust records are kept up-do-date on the database.
• Work closely with fundraising colleagues to cultivate a supportive and collaborative fundraising team.

**Please check the Job description for extensive details

**Please kindly upload a cover letter along with your CV for us to consider your application

Our Benefits

Why work for us?

Your development and appreciation 

• Annual excellence awards 

• Long service awards every 5 years and recognition 

• Development Discussions: Opportunity to discuss your progress and your future 

• Leadership development academy for the next steps in your career 

Your work-life balance 

• 33 days holiday (incl. bank holidays), increasing to 41 days with long service (1 extra day for each year of service) 

• Life events: Time off when you need it most 

• 2 weeks Organisational Sick Pay after 6 months service, increasing to 12 weeks over your first 3 years 

• Enhanced Family-Friendly Pay 

• Paid Fertility Leave 

• Carers Leave available 

• Flexible Working: We are up for anything that works for your team and the wider organisation 

Your money goes further 

• £500 monthly bonus scheme for two lucky colleagues 

• Enhanced overtime rates for working bank holidays and weekends 

• Eligible for Blue Light Card discounts 

• Discounts and cashback at hundreds of shops, restaurants and activities 

• Access to Tickets for Good 

• Pay reviews and commitment to pay competitive rates 

• Employer contributory pension scheme: Support and tools to help you make the right decisions about your future

• Refer a friend and receive £600 

• Paid DBS and renewals 

• Season ticket loans 

• Advance Pay scheme using Wagestream when you need it the most 

Your wellbeing counts 

• Cycle to Work scheme 

• Life assurance of 2x annual salary 

• Free 24/7 employee assistance programme for advice and support 

• Free eye test

• Discounted Gym Membership 

• Dedicated in house Wellbeing Coach for your team 

Safer Recruitment

SeeAbility is committed to safe and fair recruitment practices, safeguarding and protecting those who we support. It is a condition of employment that perspective employees will be subject to the following:

• A criminal background check through the Disclosure and Barring Service (where appropriate).
• Documentary evidence to confirm your identity, current address, and the right to work in the UK.
• Health Declaration to ensure that you are medically suitable for the role you have been offered. 
• References will be obtained to ensure satisfactory evidence of conduct in current or previous employment concerned with the provision of services relating to (a) health or social care, or (b) children or vulnerable adults. 

These checks will be carried out and completed prior offering a date to start employment at SeeAbility’ s expense.

Diversity

SeeAbility is committed to creating a diverse and inclusive workplace. We welcome applications from individuals of all identities, including those from underrepresented groups and those who have a disability or neurodivergent condition.

We believe a diverse workforce drives innovation, creativity, and success. Everyone’s unique experiences and views are appreciated, and their opinion valued. We are happy to offer any reasonable adjustments to the recruitment process or the role itself to ensure a fair and equitable experience for all candidates.

In exceptional circumstances, the exempt from the Equality Act 2010 (Schedule 9, Part 1) which provides for the application of a genuine occupational requirement.

About the RSPCA

Founded in 1824, we have been saving animals for almost 200 years and are proud to be the oldest welfare charity. It has always been our vision to live in a world where all animals are respected and treated with compassion, so our volunteers and employees work tirelessly to ensure that all animals can live free from pain and suffering.

We seek to raise standards of care through our numerous campaigns and awareness of issues affecting animals today. We rely heavily on our volunteers, who play a significant role in enabling us to carry out this important animal welfare work every day!

The RSPCA Buckinghamshire South Branch

The RSPCA Buckinghamshire South Branch is one of the branches of RSPCA, but we are also a separately registered charity looking after animals in our local area. Much of the animal welfare work of RSPCA is carried out through local branches, which is run by volunteers who have the support of the National Society of RSPCA.

The main activity of our branch is specialised in the rehoming of small animals including cats, rabbits, birds, guinea pigs and hamsters. The animals come into our care from various sources such as those which are rescued, abandoned, neglected or given up by their owners. Each animal is medically and characteristically assessed to ensure it is fit and well before being available for rehoming. This all costs money, and could not be achieved without your support. 

Job Summary

This role is responsible for the development, implementation and operation of appropriate financial and business management tools to support the day-to-day business and financial administration of the Branch.

Reporting to and working closely with the Chief Executive Office (CEO), you will be expected to make use of the full capability of the Branch’s existing software systems (Google Workspace, and Quick Books) to improve the efficiency and effectiveness of service delivery and develop management information to aid the Trustees & CEO in decision making.

You will be responsible for all financial management across the charity. This includes bookkeeping; financial statements; financial planning; financial policies, processes and controls and budgeting. 

You must ensure that all activities are carried out in compliance with current legislation, Branch and Society policy, relevant Health & Safety regulations and any associated statutory or legislative requirements.

Note: Branch targets and budgets are agreed on an annual basis and these will inform the personal targets agreed at the annual performance review. Progress towards personal targets will be reviewed at regular one-to-one meetings with your line manager.

This role is home based, with occasional travel across South Bucks.

Principal Accountabilities

Financial Management & Operations

• Support the CEO as a key strategic and operational partner, acting as second-in-command and deputising in their absence where appropriate.

• Maintain all financial records and accounting systems (the Branch currently uses Quick Books accounting software), registers and statistics as required by the CEO & Branch Trustees.

• Work with the CEO and Branch Trustees to develop financial plans and an annual financial budget.

• Maintain close oversight of the branch’s budget in collaboration with the CEO, proactively identifying and addressing any discrepancies, overspend, or unplanned financial activity to ensure effective financial control and informed decision-making.

• Process, monitor, record and manage all receipts & payments to/from the Branch in accordance with the agreed procedures and in liaison with the appropriate staff and volunteers including weekly banking, cash handling, invoice creation and processing, Branch payments (including those made via credit cards and petty cash) and account reconciliation.

• Monitor, review and reconcile monthly receipts & payments on the Quick Books accounting system.

• Produce monthly management accounts which include bank reconciliations, balance sheets, Branch/departmental profit & loss statements, departmental comparisons and performance against budget and such other financial reports/management information as may be required including monthly reporting to the board of trustees.

• Coordinate bank accounts across the charity, including set-up and balance management.

• Prepare and submit quarterly VAT returns.

• Prepare annual financial statements and coordination of annual audit review.

• Support the staff and volunteers with day-to-day financial operations and ensuring departmental financial records are maintained and that monies received or expended are accounted for correctly.

• Work with the RSPCA Society National team regarding legacies, submission of care contribution funds, renewals of insurances etc.

• Ensure that strict protocols are followed for cash handling and that unbanked cash remains within the insured limit for cash held at each premises.

• Liaise with the Branch’s payroll provider to ensure staff hours are submitted and salary payments processed on a monthly basis and within the appropriate timescale.

• Process all staff and volunteer expenses in a timely manner.

• Manage all bookkeeping processes and functions, including the asset register, ensuring annual accounts are produced no later than the end of March each year.

• Develop, implement and maintain appropriate financial administrative procedures and processes.

Business Administration

• Responsible for day-to-day financial administrative support for the CEO and Trustees.

• Ensure that all administrative paperwork, including external correspondence is processed in accordance with Branch and Society procedures, including completion of all appropriate records for insurance and risk management purposes.

• Ensure financial data processing, retention and destruction conforms to the relevant policies such as GDPR.

• Ensure regulatory and legislative compliance of financial charity policies.

• Work closely with relevant operational staff to ensure appropriate responses are issued to all enquiries whether from members, supporters & volunteers, RSPCA colleagues or the general public.

• Liaise with staff and volunteers to facilitate the ordering of materials, supplies and equipment for the effective operation of the Branch, ensuring budgetary controls are maintained at all times.

• Work with the CEO and other staff to manage relevant licences, vendor relationships, service agreements and invoicing.

• Work with staff and volunteers across the whole charity on financial processes and controls.

Fundraising & Donations

• Identify, assess, and apply for appropriate grants and funding streams to maximise income for the branch, ensuring applications are timely, well-prepared, and aligned with funder criteria to support the branch’s strategic and operational objectives.

• Ensure that all donations (financial or otherwise) are acknowledged in a timely manner, receipts are issued for financial donations and the banking of all funds raised.

• Responsible for the accurate recording and banking of the funds raised.

• Develop, and manage relationships across relevant stakeholder groups, both within and outside the charity.

Gift Aid

• Ownership of the Gift Aid process.

General

• Attend meetings and training courses as required.

• Undertake such other duties as directed from time-to-time by your line manager.

Essential skills, qualifications and experience:

• A finance qualification or working towards level 3 AAT or ACCA with proven experience in charity financial operations.

• Good general level of education.

• Strong experience in financial reporting, budgeting and compliance.

• Demonstrable experience of managing small to medium size budgets (circa £400,000) & accounting systems (ideally with experience of Quick Books software).

• Proven experience of cash handling and financial management procedures. 

• Excellent communication and presentation skills.

• Proven ability to work to tight deadlines, be proactive and work autonomously.

• Proven IT literacy including use of business software and accounting packages (including Quickbooks), and Google Workspace.

• Strong numeracy and analytical skills.

• Experience supporting audits and implementing robust financial controls.

• Knowledge of Charity and Company Law.

• Proven ability to work under direction from superiors but equally able to use their own initiative.

• Proven ability to prioritise workload and meet tight deadlines.

• Proven ability to complete essential management paperwork and analyse data.

• Personable and with an open, positive approach to new ideas coupled with drive and enthusiasm.

• A flexible and collaborative approach to colleagues both staff and volunteers.

• Honest, trustworthy and reliable.

• A calm and friendly approach particularly when working under pressure.

• Sympathy for animal welfare and the work of the RSPCA.

• Full valid UK driving licence.

• Willing and able to travel around the Branch area on occasions.

Desirable skills, qualifications and experience:

• Experience of management & leadership.

• Training, coaching & mentoring skills.

• Experience of working with the general public and/or in a customer care environment.

• Experience of managing change in the workplace.

• Experience of managing small projects.

• Good basic knowledge of employment law.

• Knowledge of data protection requirements.

• Willingness to learn and acquire new skills through training.

We promote an inclusive working environment in which diversity is recognised, valued, and encouraged. We acknowledge the multi-cultural and diverse nature of the UK workforce and society in general. We are committed to principles of fairness and mutual respect where everyone accepts the concept of individual responsibility.