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In recent years OTR has seen a significant increase in demand for our youth mental health services and we now reach over 17,000 young people each year. We are seeking a Head of Finance to oversee our (circa) £3m annual budget and to ensure that our finance operation is efficient and effective. This role will lead OTR’s finance function and, as well as having responsibility for day-to-day financial processes, will be a key member of the organisation’s senior leadership team (SLT). The role will involve providing financial insight to the SLT and Board of Trustees to improve understanding and inform strategic decision making. Examples of this will include analysing the financial performance of different activities of the organisation and preparing budget and forecast information.
We are looking for an individual with demonstrable experience in a finance management role which includes a strategic focus, preferably in the voluntary sector. The successful candidate will be a flexible and meticulous individual who is able to present complex information to a range of audiences. Equally important is a strong personal interest in and commitment to the mental health and wellbeing of young people.
To find out more about the role please download the job pack. If you would like an informal chat about the role, please email the main contact as listed in the job pack
To apply for this role click the 'Apply now' button
We welcome applications from all sections of the community and are committed to developing a team that reflects the diversity of the people we work with
Safeguarding:
OTR is committed to safeguarding and promoting the welfare of children and young people. We expect all staff, trustees, and volunteers to share this commitment.
As part of our Safer Recruitment practices, all roles involving contact with young people will be subject to robust pre-employment checks, including references, a full employment history, and an enhanced Disclosure and Barring Service (DBS) check. Where applicable, overseas criminal record checks will also be required.
We are dedicated to creating a culture of vigilance, transparency, and accountability. Our safeguarding procedures are guided by the principle that the welfare of the child is paramount, and all staff are required to adhere to OTR’s Safeguarding and Child Protection Policy.
OTR & Benefits:
OTR is a mental health social movement by and for young people. The charity is at an exciting stage of its 59-year history and is proud to be reaching more young people than ever before (around 17,000) across Bristol, South Gloucestershire, and North Somerset with creative and diverse mental health and wellbeing info and support.
Our approach to mental health is grounded in a set of beliefs and values that underpin all of our work. We believe in celebrating diversity, empowering and mobilising young people to make change, and that catering to the unique strengths, interests and circumstances surrounding young people is key. Our approach centres on collaboration and partnership, building relationships between individuals, peers and communities.
Each day is as engaging and fulfilling as the last, and with a network of supportive, community minded people, we hope you’ll feel welcome here. As a thank you, we like to compensate our employees for the important work they do with a range of benefits including a flexible leave policy, healthcare cost and wellbeing assistance with HealthShield, flexible and hybrid working arrangements, enhanced sick pay, parental leave, training and development, social and wellbeing events, and more (subject to contractual terms and conditions).
A Willingness to Work with Difference
At OTR, whatever your role or professional background, you will be expected to work in a way that is anti-oppressive and inclusive. A key focus for OTR is to develop an organisation that is inclusive for all but we do not claim to be experts in this. We are committed to continuous learning and improvement in these areas and invite you to join us on this journey.
OTR recognises the benefits to individual practice and organisational credibility of having a diverse community of staff and volunteers and to this end is continually working towards building and maintaining an environment which values and pursues diversity accordingly.
We recognise that tackling systemic inequality, prejudice, racism and oppressive practice requires each of us to actively engage, self-examine and make changes where necessary, in order to improve access and equitable experience for all in society and all of those who come through our doors at OTR.
Registered Charity The client requests no contact from agencies or media sales.
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Role overview
The Education and Events Executive will be an enthusiastic and organised early-career professional, supporting the Head of Education and Events in the planning and delivery of a high-quality programme of MSK-focused educational events and resources. The role will involve assisting with the coordination of in-person and virtual education activities, supporting event logistics and administration, and helping to build positive working relationships with clinicians, faculty, industry partners and other stakeholders. The postholder will contribute to ensuring programmes are delivered smoothly and support the ongoing CPD needs of healthcare professionals.
This is an exciting opportunity to join an organisation supporting education and innovation in musculoskeletal health.
About us
We are a UK medical research charity dedicated to improving bone, joint and muscle health – collectively known as musculoskeletal (MSK) health - through research, education, and innovation. Our work aims to reduce the growing burden of MSK conditions on individuals, the NHS, and the wider economy.
We fund and support innovative research that improves patient outcomes and accelerates the development of new approaches to prevention, diagnosis, treatment and management, including partnerships with clinicians, researchers, and early-stage companies.
Our Education & Events department delivers programmes to strengthen MSK education and training while supporting innovation across the MSK community. This includes core training for MSK clinicians, thematic events to raise our profile, and enhanced learning experiences for MSK innovators.
Through our research, education, and partnerships, we aim to increase awareness, investment, and impact in MSK health where it is most needed.
Purpose of the role
As Education and Events Executive, your primary responsibility is to support the Head of Education and Events in the delivery of the department’s objectives. You will contribute to the planning, coordination and delivery of an educational programme of events and resources that support the professional training and continuing professional development (CPD) needs of healthcare professionals working within the musculoskeletal (MSK) field.
This role reports directly to the Head of Education and Events and involves working closely with colleagues and stakeholders to support the smooth delivery of education and events activity.
Key responsibilities
Delivery of educational programmes
- Support the delivery of a high-quality programme of educational events and courses, working under the direction of the Head of Education and Events and assisting with activities across the event lifecycle, from planning through to evaluation
- Assist with identifying opportunities to develop the events portfolio in line with departmental objectives
- Support the development and maintenance of working relationships with industry partners and stakeholders, assisting with communications and partnership activity as required
- Assist with event budgets, including tracking income and expenditure, processing invoices, and supporting financial reporting
- Support the marketing of events, including helping to prepare and share promotional materials across appropriate channels
- Act as a point of contact for course convenors, faculty and delegates, supporting event-related communications, including responding to enquiries and assisting with travel and accommodation arrangements
- Assist with the coordination of event logistics, including venue bookings, catering, and supporting in-person and virtual delivery using platforms such as Zoom
- Support the recording of virtual events and assist with basic post-production tasks, such as trimming and formatting recordings for distribution
- Provide on-site and virtual support at events to help ensure smooth delivery and a positive delegate experience
- Support post-event processes, including distributing recordings and presentation materials, issuing certificates, and contributing to post-event reports and evaluations
- Assist with CPD accreditation applications where appropriate, supporting compliance with relevant professional standards
Person specification:
Education and qualifications
- University degree, relevant professional qualification or training, or equivalent experience, including demonstrated project management skills
- Willingness to develop project coordination and event delivery skills, with support and training
Experience and knowledge
- Some experience supporting the planning, coordination or delivery of events (in-person and/or virtual)
- Experience assisting with event administration, logistics, or communications
- Experience working collaboratively with colleagues or external stakeholders
- Awareness of continuing professional development (CPD) or training environments, or a willingness to learn
- Basic understanding of project coordination principles, or experience working to plans, timelines and deadlines
- Experience handling data and information accurately, with an understanding of confidentiality and data protection
- Comfortable working with numbers, including tracking costs, invoices, or budgets with guidance
- Awareness of compliance requirements such as data protection and information governance
Skills and abilities
- Clear written and verbal communication skills, with the ability to adapt communication for different audiences
- Proficient in Microsoft Office (Word, Excel, PowerPoint) and confident using digital tools and social media in a professional context
- Strong organisational skills, attention to detail, and the ability to manage multiple tasks and deadlines
- A proactive approach to problem-solving, with the ability to escalate issues appropriately
- Able to work independently on allocated tasks and collaboratively as part of a team
- Willingness to learn, take responsibility, and develop skills over time
- Flexible and adaptable, with occasional willingness to work outside normal hours or travel for events
- Demonstrates professionalism, integrity, and respect for confidentiality
- Calm, positive and reliable, with a commitment to personal development and learning
- Committed to equality, diversity and inclusion in all aspects of work
- Takes initiative and shows enthusiasm for supporting high-quality education and events
Desirable
- Experience of working or volunteering in the charity or not-for-profit sector
- Experience of working in healthcare, education, or a research-related environment
- Experience of using design or content creation tools such as Canva or InDesign
- Basic experience supporting video content, such as editing, formatting or preparing recordings for distribution
Benefits
- Up to 8% annual discretionary bonus based on individual performance and departmental/organisational achievement against targets and KPIs
- Annual cost-of-living review, subject to the financial performance of the organisation
- Flexible working hours within core business hours (8:00am – 6:00pm)
- Pension: 8% total contribution (7.5% employer contribution, 0.5% employee contribution)
- Annual leave: 25 days plus bank holidays, increasing by 1 day per year after 5 years, up to a maximum of 30 days
- Enhanced maternity/paternity package
- Interest-free travel loan
- Access to an Employee Assistance Programme and YuLife wellbeing platform
- Private medical insurance, with discounted family rates
- Bike to work scheme
- Death in service benefit (4× basic salary)
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Using Anonymous Recruitment
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Role Purpose
The Finance Officer will be responsible for the day-to-day financial management of the charity, ensuring accurate bookkeeping, robust financial controls, and timely financial reporting. The postholder will work closely with the CEO to support budgeting, grant and tender applications, procurement, and financial reporting to the Board of Trustees.
This is a key role in ensuring the charity’s financial sustainability, compliance, and effective use of resources.
Key Responsibilities
Bookkeeping and Financial Operations
- Maintain accurate and up-to-date financial records using appropriate accounting software.
- Manage day-to-day bookkeeping, including income, expenditure, bank reconciliations, and petty cash.
- Process purchase orders, invoices, and payments in line with financial procedures.
- Monitor cash flow and flag any concerns to the CEO.
- Payroll and expenses responsibility
Budgeting and Financial Planning
- Support the CEO in developing and monitoring the annual organisational budget.
- Assist with the preparation of budgets and finanical reporting for grant and tender applications as requested.
- Track expenditure against budgets and provide regular updates.
Financial Reporting and Governance
- Prepare quarterly financial reports for the Board of Trustees.
- Contribute to the annual budget report for trustee approval.
- Support year-end financial processes, including preparation for independent examination or audit.
- Ensure financial records meet charity and regulatory requirements.
Procurement and Ordering
- Source suppliers and obtain quotes for subscriptions, resources, services and any other relevant needs.
- Place orders for materials and equipment (e.g. laptops, office equipment) in line with budget approvals.
- Maintain records of assets and equipment.
Support to the CEO and Organisation
- Work closely with the CEO on financial planning, reporting, and decision-making.
- Provide financial information and analysis to support organisational planning.
- Undertake any other finance-related duties appropriate to the role.
Person Specification
Essential
- Qualified and experienced bookkeeper (e.g. AAT or equivalent experience).
- Proven experience of bookkeeping and financial administration, ideally within a charity or not-for-profit setting.
- Experience of preparing budgets and financial reports.
- Strong numerical skills and attention to detail.
- Ability to work independently and manage a varied workload.
- Experience with bookkeeping software such as “Zero”
- Good IT skills, including accounting software and Microsoft Excel.
- Understanding of confidentiality and data protection.
Desirable
- Experience of charity finance and funder reporting.
- Experience of supporting grant or tender applications.
- Knowledge of charity governance and trustee reporting.
Working Arrangements
This is a hybrid role, with a mix of office-based and home working subject to performance, needs of the charity and agreement. Working days are flexible, with a preference for Monday, Wednesday, and/or Friday, subject to agreement.
Equality and Diversity
The charity is committed to equality, diversity, and inclusion and welcomes applications from all sections of the community.
Hours: 14 hours per week (worked over 2–3 days - to be agreed)
Preferred working days: Monday / Wednesday / Friday (to be agreed)
Salary: £15–£20 per hour(£10,920–£14,560 per annum for 14 hours/week, equivalent to £29,260 upwards FTE) depending on experience
Benefits:
25 days annual leave excluding bank holidays (pro rata)
Extra leave: +1 day after 3 years’ service, +1 more day after 5 years
Birthday Leave
Sick pay package
Employee Assistance Programme (EAP)
Giving back Scheme - Volunteer day leave
Cycle to work scheme
Specsavers Partnership
