Planning and reporting manager jobs in epsom and ewell, greater london

Energy Action Redhill and Reigate (EARR) is dedicated to improving home energy efficiency across East Surrey.  We work to improve the sustainability of homes, as well as making them healthier to live in and more economical to run.

We are seeking an organised and self-motivated Project Coordinator to join our Home Energy Advice Team.  You will play a key role in co-ordinating a programme of home energy surveys, distribution of energy efficiency materials and helping to deliver a series of events.  The post is funded through an Energy Redress grant and is part of the Surrey-wide HEAT programme, working in partnership with other voluntary organisations across Surrey.

As Project Coordinator you will play a key role in

• scheduling home energy surveys and follow up support
• liaising with residents, volunteers, and local partners
• planning and promoting community events
• monitoring and reporting on project progress and impact

Location: The role is home based; however, travel across Reigate & Banstead and Tandridge will be required to support events and home surveys.

Hours: 736 hours per year (average 16 hours per week over 46 weeks - you can manage the hours worked to suit yourself and the project.  Demand for the survey service is seasonal and it is anticipated more hours will be needed over the Winter months, with fewer hours in the Summer. 

Dates: Start from 23 September 2025 or earliest available date following this. This is a fixed-term contract until 30 April 2027

Salary: £25 per hour (3% uplift from May 2026)  Please note this role to be undertaken on a self-employed consultancy basis.

About You: This role could be a good fit if you:

• Have strong organisational and communication skills
• Enjoy working with a wide range of people
• Want to learn more about energy efficiency in buildings
• Are comfortable with remote working and data management
• Are a team player with a flexible and positive approach

Closing date for applications noon 14 July 2025.  The provisional date for interviews is 30 July 2025.

The Talent Set are delighted to be working with a fantastic Health Charity to find their Senior Individual Giving Executive.

The charity offers a flexible working environment, with hybrid working and an expectation to work from their Greater London office 2 days per week. 

Reporting into the Individual Giving Manager, you will play a pivotal role in the Individual Giving team. You will be responsible for the delivery of core elements of the Supporter Acquisition programme, developing engaging communications / products and activity across multiple channels, such as paid search and social, email, telemarketing and offline channels. You will lead and deliver projects for the recruitment of new supporters to identify new audiences, optimise response, grow the supporter base and contribute to the lifetime value of supporters.

Key Responsibilities:

•  Lead in the development and delivery of Supporter Acquisition campaigns/activity/products across a range of media, with a specific focus on digital channels, in line with strategy, planned budgets and targets, ensuring campaign deadlines are met.
•  Work closely with the Individual Giving Manager – Supporter Acquisition to plan, manage and deliver the annual operating plan, including end-to-end project management, making decisions within agreed parameters, providing recommendations for final approval.
•  Be responsible for the briefing and the day-to-day management of internal and external suppliers including copy and artwork development through to production, broadcast and final print.
•  Monitor and report on campaign/activity/product performance/KPIs (e.g. end of campaign reports, monthly reporting) and analyse results to enhance campaign performance and inform campaign planning, decision making and improvements to Supporter Acquisition.
•  Manage the briefing and liaising with the Data team to deliver complex and accurate data selections and reporting requirements.
•  Deliver draft budget and reforecasting figures as part of the planning and budgeting process, providing information required, and working closely with the Individual Giving Manager – Supporter Acquisition, to review and reforecast activities for Supporter Acquisition.

Person Specification: 

•  Experience of applying the principles and techniques of Individual Giving / Direct Marketing within a multi-channel, multi-discipline environment, especially through supporter acquisition channels.
•  Good project-management experience, including managing budgets, schedules, creative development, and supplier relationships for fundraising direct marketing campaigns.
•  Knowledge of best practice digital fundraising, with particular experience of running Search, Social and online campaigns to increase supporters and gather data for future marketing opportunities.
•  Experience of managing campaign budgets, reforecast of activity, monitoring, reconciling and reporting on results in line with KPIs.
•  Experience of managing external relationships, for example with suppliers, agencies, including effective negotiation re costs and contractual obligations.

To be considered for this position please apply with your CV as soon as possible, regrettably please note we may not be able to reply to each and every application.

We are committed to diverse and inclusive recruitment practises that ensure equal opportunity for everyone, regardless of race, sexual orientation, mental or physical disability, age or gender. We encourage applications from all backgrounds and will happily make reasonable adjustments to always ensure a fair process.

Senior Management Accountant

£51,000 (London)

The National Archives are a non-ministerial department, and the official archive and publisher for the UK Government, and for England and Wales. We are the guardians of over 1,000 years of iconic national documents.

Operating within the Management Accounting team, the postholder will act as a Senior Management Accountant for the business area for which they are made responsible. Working directly with budget holders, Heads of Department and Directors, they will manage all aspects of their management accounting and financial planning services providing incisive, value-add financial support and analysis which facilitates effective decision making.

The organisation:

We are expert advisers in information and records management and we work with partner across the cultural, academic and heritage sectors. We fulfil a leadership role for the archive sector and work to secure the future of physical and digital records. We collect and secure the future of the government record, from Shakespeare’s will to tweets from Downing Street, to preserve it for generations to come.

The role:

• Be responsible for the provision of timely, accurate, relevant management information to all levels of management within assigned Directorates, regularly reviewing this information with the senior management teams. This will include provision of monthly reports, critical review of results, value-add analysis, explanation of variances and early identification of potential issues / opportunities.
• Be responsible for providing analysis that informs and supports effective decision making.
• Apply various tools such as investment appraisal techniques to better inform decision making.
• Support the business in gathering evidence to assess the costs, benefits and risks of a wide range of delivery options when making commercial decisions, and provide advice which helps secure value-for-money.
• Build strong and positive relationships with budget holders and senior managers (notably Heads of Departments), providing the necessary assistance and professional advice to assist them with the financial aspects of their duties.
• Proactively provide improvements to procedures, applying sound judgement based on knowledge and experience.

The successful candidate will:

• Be a fully qualified Accountant.
• Have strong analytical skills, able to identify and interpret trends and improve financial forecasting.
• Have the ability to understand the strategic business goals of an organisation, able to ‘look beyond the numbers’ and understand the wider business context.
• Be a team player, with exceptional interpersonal skills, able to work with a diverse and broad range of stakeholders across the organisation. Demonstrable ability to influence.
• Have good written and oral communication skills, able to communicate clearly, concisely, accurately and in ways that promote understanding but challenge when needed.
• Have strong finance system skills including advanced Excel skills.

This position will be based officially at the head office in Kew and will require the postholder to work from the office three days a week.

Applications will be under constant review before the closing date, so please apply by sending your CV to Emma Fuller at our retained search agent, Robertson Bell at . Please note the closing date for applications is Sunday 6^th July 2025.

Westminster / Royal Borough of Kensington & Chelsea. 

This is a highly rewarding role for a Team Leader to manage and coordinate the Outreach Service. The outreach service will target families from the DWP two-year list and New Birth lists as well as managing supervision of complex family caseloads in partnership with Children’s Centres/Family HUBS, midwifery, health teams and mental health services. The postholder will also support and manage other projects as required by Westminster/ Royal Borough of Kensington & Chelsea.​

We are looking for someone who has project management experience including monitoring progress against objectives, managing budget as well as experience of managing staff and volunteers. Excellent I.T skills and the ability to plan, prioritise and deliver in tight timescales are essential.​

You are required to have experience of writing reports to a high standard, as well as experience of working with a diverse range of people, including those experiencing deprivation. ​Experience of safeguarding and commitment to equal opportunities and diversity are essential. 

The salary for 28 hours per week is £28,850.38 per annum​

Please visit our website to obtain the job description, full person specification, and the link to apply using our online system.

Please ensure that you cover all criteria on the person specification as this will be used for shortlisting purposes.

Closing Date: Sunday, 13th July 2025

Interview Dates: Week of 21st and 28th July 2025 (TBC

About The Connection at St Martin’s

We believe that no one should have to sleep rough on London’s streets, and that everyone should get the support they need to find a place to call home. We get to know every person we work with, understanding what they need to recover, helping them build on their strengths, and supporting them to find their own way home. Help us make London a city where no one sleeps rough on our streets.

London’s diversity is its biggest asset and we strive to ensure our workforce reflects London’s diversity at all levels. We welcome applications from everyone regardless of age, gender, gender identity, gender expression, ethnicity, sexual orientation, faith or disability.

We particularly encourage applications from candidates with lived experience of homelessness who we believe are an essential asset in our sector.

We are committed to being an inclusive employer and welcome the opportunity to consider flexible working arrangements.

About the Role

We have a strong Fundraising & Communications team with a clear strategy in place to achieve growth of voluntary income from £2.7m-£4.1m a year by 2028. We’re seeking an innovative and driven fundraiser to lead some of our less-developed areas of Fundraising to achieve the potential that we know that they have. This includes Major Gifts, Trust Fundraising and Legacies, and supporting our Service Delivery team to identify opportunities and submit Statutory tenders as appropriate.

In addition to leading on the strategic planning for growth in the areas outlined above, you’ll be confident in establishing relationships across the organisation, collating the data and information needed to ensure that Fundraisers are able to build an excellent case for support to take to their donors. You’ll also be excited about helping us to incorporate our clients’ lived experience of homelessness into our fundraising activity wherever possible.

You’ll report directly to the Director of Fundraising and Communications, acting as a leader within the Fundraising & Communications team.

Full job description can be found on our website

Salary: £51,939
Closing Date: Tuesday 1st July
Interview Date: Monday 7th July

Our Benefits

· 30 days holiday plus bank holidays

· Generous training budget, plus an annual personal training budget

· Enhanced Sick Pay Policy

· Enhanced family friendly policies

· Day off for moving house

· Hybrid working (depending on role requirements)

· Pension – 5% Employer, 3% Employee

· Cycle to Work Scheme

· Season Ticket Loan

· Employee Assistance Programme

· Reward Gateway (access to discount vouchers and cashback at the UK’s favourite retailers)

We are a London Living Wage employer

A fantastic opportunity has arisen for a Director of Finance and IT with a health research charity, on a full-time (or part-time - 4 days per week), permanent basis. As Director of Finance and IT you will work closely with the CEO and Board of Trustees to maintain, and advise on, regulatory financial responsibilities for the charity. You will be responsible for ensuring effective strategic and operational financial planning, monitoring and reporting to enhance the decision-making processes of the charity and to ensure it complies with all statutory and external requirements and regulations.

Please note, there is hybrid working in place with this organisation with 2 days per week required in the office.

As Director of Finance and IT, you will:

- Provide financial leadership and oversight to support and guide decision making by the CEO and Board of Trustees

- Ensure the charity’s day-to-day financial processes and systems run effectively and efficiently

- Lead on all financial planning, reporting, including cashflows, budgets and forecasts (as required) and support the SLT on all aspects of financial planning for business cases, grant scenarios etc

- Prepare and organise end-of year files for the annual external audit, and act as the main liaison with the auditors throughout the audit

- Prepare management accounts for the CEO/SMT, Board and other stakeholders as required

- Maintain Xero accounting system, monitor cash flow and ensure due process is followed and all financial information is correctly coded

The successful applicant will:

- Have significant demonstrable experience in finance within the charity sector, in a similar role

- Be fully qualified (ACCA, CIMA, ACA etc)

- Have good working knowledge of the Charities Statement of Recommended Practice (SORP)

- Have experience of being responsible for financial management at a daily level as well as a strategic level

- Have experience with driving improvements in processes

- Have excellent communication skills, both written and verbal

If this sounds like you and you're keen to hear more, please do get in touch ASAP!

Please note, only successful applicants will be contacted with further 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.

We are looking to recruit a facilities and office coordinator to provide a high-quality service for the Centre. This is an exciting role in our facilities team that will support the smooth running of the building, including maintaining kitchen supplies, issuing building access passes, supporting with the administration of the planned maintenance cycle and with building maintenance requests.

With your warm, friendly, professional manner, you will provide exemplary office management, from accepting regular deliveries and post for our hostel residents and services, to ensuring we have all the right supplies in the right place.  You’ll be a strong help to the Facilities Manager, providing top-notch administrative support to maintain our requirements under health and safety, and hands-on help when needed around the building.

Bringing your experience of office management and willingness and enthusiasm to support with maintenance tasks, you will proactively seek to continually improve yourself and the role, championing a culture of service excellence, as well as taking ownership and accountability of your workload.

Please refer to the job description for further information. 

In your cv and cover letter please outline how you meet the requirements of the role and why you would like to work for us. You must account for any gaps in your employment history.

The Centre is an equal opportunities employer.  We are always looking for talented people from all backgrounds to join us and help improve the lives of homeless young people, insecurely housed families and their children.  We particularly want to encourage people from under-represented groups in the not-for-profit sector to step forward and apply to work with us. We require our staff to recognise the valuable role that volunteers play in the work of the Centre and to welcome and support volunteers with whom they work.

We are committed to safeguarding and promoting the welfare of children. We require job applicants, staff and volunteers to complete a criminal records self-declaration and undertake a DBS check; a basic DBS applies for this role.

Applicants must have the right to work in the UK. We are unable to sponsor visas.

Benefits

· 26 days’ leave, rising to 28 days’ leave after two years’ service (pro rata for part time staff)

· Discretionary wellbeing and celebratory days

· Workplace pension scheme and we’ll match employee contributions up to a maximum of 6%

· Salary exchange option

· Life assurance cover (after probation passed)

· Employee assistance programme

· Season ticket loan

· Training and development opportunities

· Access to Blue Light Card discounts

Closing date Sunday 13 July.  Interviews likely: Friday 18 July, Monday 21 July

London Play is seeking a part-time Partnership Fundraiser to lead on securing income to support its vital work, in particular through strengthening and developing its partnership with London Play Design. This is a flexible and autonomous role, ideal for an experienced professional with a strong background in fundraising strategy, relationship-building, and making grant applications.

About London Play (LP)

London Play is a small, influential charity with a mission to ensure that every child in London has the time, space and freedom to play outside every day, close to where they live. In a crowded city, the availability of safe, accessible places to play is under constant threat. We work with groups across the capital to help them provide more and better play opportunities for children, as well as advocating and campaigning for play as an essential part of a healthy childhood. Supporting and promoting London’s unique staffed adventure playgrounds is also a key focus for our work.  

About London Play Design (LPD)

London Play Design is a not-for-profit Community Interest Company and social enterprise established in 2017, formerly a department within London Play. We specialise in designing and improving community play spaces across London. With a deep commitment to play, we aim to create vibrant, engaging, and safe environments for children and families, underpinned by community involvement and sustainable practice.

Job Description

We seek a skilled and proactive fundraiser to support LP in submitting funding applications to support its partnership with LPD and developing long-term fundraising capacity. The first key task will be to collaborate with both organisations to create a strategic fundraising plan aligned with our programmes, with a strong emphasis on championing play and supporting adventure playgrounds in continuing their essential community work.

Key responsibilities will include developing and implementing a fundraising strategy to secure income from a diverse range of sources; and researching, identifying, developing and submitting funding applications and proposals to relevant trusts, foundations and other grant-making bodies.

The ideal applicant will have at least five years’ experience in fundraising, donor development, or grant writing – ideally including partnership arrangements – as well as a demonstrable understanding of the value of play and the outcomes it contributes to for children and for communities. They will be highly organised, with exceptional written and verbal communication skills and a proven ability to achieve income targets and meet application deadlines.

For more details download the job description and person specification below.

We believe that a diverse workforce drives innovation and better decision-making and are actively seeking to build a team with a variety of backgrounds, skills, and perspectives.  We encourage applications from all qualified individuals, including those from underrepresented groups.

ShareAction is an independent charity and an expert on responsible investment. We work to build a world where the financial system serves our planet and its people. We set ambitious standards for how financial institutions, through their investment decisions, can protect our planet and its people and campaign for this approach to become the norm. We convene shareholders to collectively push companies to tackle the climate crisis, protect nature, improve workers’ rights and shape healthier societies. In the UK and EU, we advocate for financial regulation that has society’s best interests at its core.

What you’ll do

ShareAction’s Financial Sector Research team works towards holding financial institutions accountable for their impact on globally important challenges such as tackling climate change, upholding human rights and reversing biodiversity loss.

Asset managers, insurance companies and banks hold a huge amount of influence over the world’s largest companies through their investment and underwriting activities. Our reports rank many of the world’s largest financial institutions on their approach to environmental and social issues, pushing for and facilitating change in the financial sector.

In this role, you will have the opportunity to:

• Lead the delivery of our 2026 benchmark of some of the world’s largest insurance companies (following our 2024 report), using your project management and research skills to ensure timely delivery of a high-quality publication and support the development of junior researchers in the team.
• Coordinate with civil society allies, executing the survey in collaboration with external partners for the first time, as well as continuing to work synergistically with other leading global NGOs.
• Present our work externally and engage with financial institutions, regulators, and industry bodies to provide detailed recommendations for improvement, supporting parallel workstreams on our benchmarks of asset managers and European banks.

Leading a small team of dedicated researchers within the Financial Sector Research team, you will support the Head of the team to ensure delivery of the insurance sector benchmark, one of ShareAction’s key reports ranking financial institutions. This involves organising the team to collect information from institutions and databases, analyse quantitative and qualitative data, produce engaging graphics to communicate results and translate this analysis into actionable steps for financial institutions to take. You would collaborate with teams across ShareAction and strengthen connections with other NGOs and external experts to ensure the rigour of this research.

This is a very exciting time to be joining the team. ShareAction is currently reviewing our strategy for work on the insurance sector, and this role therefore presents an opportunity to help shape the dialogue on how the benchmarks connect with engagement and campaigning expertise in ShareAction to achieve maximum impact.

We are looking for a person with excellent project management and communication skills, experience of research and a passion to make a difference within the financial sector at a challenging and critical time.

This will be a 6-month fixed-term position to cover the leave for an existing role.

What you’ll bring to the team

Essential

• Demonstrated experience in project management, with excellent organisational and time management skills.
• Proven ability to manage competing demands and support junior staff members to deliver high-quality work and meet deadlines.
• Strong research experience in one or more of the following areas: economics, finance, sustainability, climate, biodiversity, labour rights, or public health.
• A good understanding of responsible investment and its implications for different types of financial institutions, as well as the current state of play, trends and challenges.
• Line management experience and the ability to motivate and develop a small, dedicated team of driven researchers.
• Proven ability to handle relationships with multiple external stakeholders.
• Any experience programming (ideally in Python) and interest in further developing this expertise.
• Advanced Excel skills.
• Strong communication skills in written and spoken English.
• A passion for the work ShareAction does and for making change happen.

Desirable

• Experience working in or with the finance sector.
• Experience in conducting surveys and/or carrying out qualitative or quantitative research on financial institutions.
• Experience integrating innovative tools into research processes, particularly AI tools.
• Deep subject matter knowledge in climate change, biodiversity, human rights and/or public health.
• Experience of project management in a matrix management environment.
• Experience with Microsoft Office 365, particularly SharePoint.
• Experience with CRM systems, ideally Salesforce.
• Any experience programming (ideally in Python) and interest in further developing this expertise.

We welcome anyone who shares our passion for environmental and social justice through the transformation of the financial sector. Please feel free to apply even if you’re not sure you tick every box.

What we will do for you

We are a fast-paced organisation that has grown substantially over the past few years. We recognise that our people work hard to advocate for responsible investment and drive meaningful engagement with those who have the power to create a brighter future. Every day, they bring their expertise, passion and persistence to build a world where the financial system serves our people and planet. We want to ensure we provide the right environment for our colleagues to thrive, and we are committed to improving our employee offer where possible.

Currently, we are pleased to offer:

• A commitment to flexible working: over 60% of our employees have some sort of flexible working arrangement in place.
• Hybrid working: we are committed to supporting our staff to work in a way that suits their lifestyle and meets the requirements of their role.
• Internal promotion and development opportunities: we offer a range of ways to improve your skills and focus on what you love, including promotion, secondment, or sideways development opportunities. For some levels of roles, we also offer direct progression.
• The opportunity to help make a difference: we tackle some of the world’s biggest social and environmental challenges. We offer opportunities for you to develop your skills and experience in a friendly, flexible and supportive working environment.
• A unionised work environment: our staff have the opportunity to join the union, and are supported by our recognised union, Unite. We regularly consult and negotiate with our employees on workplace matters ranging from working conditions to pay.
• Regular in-person meetings, including all-staff away days, retreats and directorate strategy days to create connected teams.
• 8% non-contributory pension, invested with NEST and their green funds.
• A healthcare plan with Bupa.
• An employee assistance programme: advice and support, lifestyle discounts and short-term counselling.
• Death in Service cover of 3x salary.
• 25 days’ annual leave (increasing with length of service) plus office closure at the end of the year, ensuring everyone gets time to switch off together.
• Enhanced family leave pay: up to 18 weeks paid at 90% for either parent.
• Enhanced sick pay starting at 5 weeks’ full pay from day 1.
• Season ticket loan and cycle-to-work scheme.

ShareAction currently operates a hybrid working policy, with staff permitted to work either in our office or remotely. The Financial Sector Research team normally meets in the office once a week, with some flexibility possible.

ShareAction values and respects all differences in people (seen and unseen) and welcomes applications from all backgrounds, communities and industries. We are committed to having a team that is made up of diverse skills, experiences and abilities, and we are working hard to provide an environment where all can bring their authentic selves to work. We know that some people won’t apply for a role unless they meet all the requirements listed in the job description. If this is the case for you, but you think you would excel in this role, we want to hear from you!

For further information and to apply, please visit our website via the Apply button.

Closing date: 9.00 am on Monday, 7 July 2025.
First-round interviews: w/c 14 July 2025 (online).
Second-round interviews: w/c 21 July 2025 (online). 

To be considered for this post, you must be legally eligible to work in the UK; unfortunately, we are unable to provide visa sponsorship.

Turn2us is a national charity tackling poverty and the structural causes of financial insecurity. We work with co-producers and partners to provide people in financial crisis with the means and agency to get back on their feet, build resilience, move forward with their lives and thrive.

As an equal opportunities employer, we are committed to equity, inclusion and diversity and the value people from different backgrounds bring to a team. If, like us, you believe everyone has the right to have enough to live on, and you are ambitious about eradicating poverty, join us and build your career with a charity dedicated to ensuring dignity and equity for all.

We're now looking for an exceptional Senior PR and Press Officer to help us amplify voices, challenge persistent, negative narratives around the social security system, and shift public attitudes about financial insecurity. Ideally, you’ll already have solid PR and press experience within a charity or comparable organisation’s press office, excellent media contacts, and the strategic mindset to put people’s real lives and complex challenges front and centre in your storytelling.

You’ll be someone who writes clearly and persuasively, handles sensitive topics with genuine care, and who’s excited by the challenge of finding creative ways to engage diverse audiences. Your strong relationships with journalists will help us ensure the voices of people facing financial insecurity are represented accurately, widely, and compassionately in the media.

We offer flexible working patterns, both in terms of hours and remote working. All team members come into our welcoming Farringdon office at least once a week, and you'll be joining a warm, supportive team that believes in each other, celebrates great work, and loves what we do.

Please note that all employees are required to work from the office a minimum of 1 day a week.

Some roles may be required to be in the office more often than others and this will be agreed with the hiring manager upon starting at Turn2us.

Please note that all job offers are subject to 2 – 3 satisfactory references and a disclosure satisfactory to Turn2us from the Disclosure & Barring Service (DBS). 

We’re genuinely excited to hear from you.

Closing date: 20th July, 23:59

Interview date: 11 Aug for first interviews, 18 Aug for second interviews

Role Overview 

The role is responsible for delivering comprehensive HR support across the organisation, covering recruitment, onboarding, training, and support for performance management and employee relations. It includes managing volunteer processes and working closely with both internal managers and external HR and payroll providers. The postholder will play a key role in maintaining effective HR systems, ensuring policy compliance, and supporting a positive workplace culture.

Key Responsibilities 

• Managing end-to-end recruitment processes across multi-disciplinary teams; including recruitment, onboarding, DBS checking, training and development, absence, performance management and leavers.
• Ongoing development, coordination, and oversight of SCT’s volunteer recruitment, onboarding, training, and administration in collaboration with SCT’s managers.
• Working closely with SCT’s outsourced HR support.
• Providing SCT managers with guidance on volunteer recruitment and any management issues.
• Implementing, maintaining and reviewing an annual training plan for all employees.
• Maintaining up-to-date staff files and HR system records including DBS validation, handling confidential employee and volunteer data in line with data protection legislation.
• Supporting employee relations by assisting with complaints, grievances, and disciplinary procedures, including provision of support to managers on all employee-relation matters.
• Working with SCT’s Business Operations Officer to ensure accurate information is provided to SCT’s outsourced payroll administrators to ensure accuracy of all relevant information.
• Supporting the ongoing review, development and improvement of clear, consistent, and accessible policies and procedures across the organisation.
• Working closely with SCT’s managers to promote the ongoing communication, implementation, and participation in the review cycle of policies and procedures.
• Undertaking other reasonable duties that may be required from time to time.

Person Specification 

• CIPD qualified to level 5 or significant HR Management experience will also be considered

• 3+ years demonstrable generalist HR Management experience or similar role types

• Demonstrable experience of working across multiple sites

• Excellent communication skills both in the written form and in person with the ability to adapt to all audiences

• Experience of presenting material and report writing to a range of audiences

Essential Skills and Experience

• Proven experience in managing end-to-end recruitment processes, including onboarding, training, performance management, absence, and leaver procedures.
• Awareness of UK employment law and GDPR, with a willingness to learn and apply policies correctly.
• Understanding of volunteer management, including recruitment, onboarding, training, and administration.
• Experience with outsourced HR support services, providing HR guidance and support to managers, particularly in volunteer and employee management matters.
• Experience in maintaining accurate HR records and handling confidential information in line with data protection legislation.
• Practical knowledge of employee relations processes, including handling complaints, grievances, and disciplinary procedures.
• Familiarity with payroll processes and working collaboratively to ensure accurate payroll data.
• Comfortable using HR databases, spreadsheets, and Microsoft Office tools.
• Excellent organisational skills and attention to detail.
• Strong interpersonal and communication skills, with the ability to work collaboratively across teams.
• Help coordinate internal communications and staff events.

Desirable Skills and Experience

• Experience in developing and implementing annual training and development plans.
• Previous involvement in reviewing and updating organisational HR policies and procedures.
• Experience in the charity or voluntary sector, particularly in managing and supporting volunteers.

Managing Director

UK Association for Transactional Analysis (UKATA)

Location: Remote/Home-based
Salary: Circa £65,000 FTE plus benefits
Contract: Permanent, Part Time – Flexible 21- 28 hours per week 3-5 days

Closing Date: 11th July 2025

Interview Dates: First interviews w/c 21st July 2025, Second interviews w/c 28th July 2025

About Us

UKATA is a charity and company limited by guarantee dedicated to advancing Transactional Analysis (TA) training, qualifications, and practice across the UK. We support our members through professional development, accreditation, and promoting TA as a valuable approach in therapy, counselling, education, and organisational contexts.

The Opportunity

We're seeking a dynamic and hands-on Managing Director to lead our small but dedicated team. This is an exceptional opportunity for a strategic leader who thrives in an environment where you can make a direct impact and see the tangible results of your work.

As our MD, you'll work closely with the Trustee Board to shape our future direction while taking personal responsibility for the day-to-day operations. You'll lead a small team of employees, contractors, and volunteers, translating our strategic aims into practical outcomes that deliver real value to our members.

What You'll Do

• Work with Trustees to develop and execute strategic plans that align with our mission
• Take direct responsibility for financial management, including budgeting, investment strategy, and fundraising
• Oversee and personally contribute to the development of membership systems and website improvements
• Build relationships with key stakeholders including members, committees, and international TA organisations
• Lead the delivery of our annual National Conference and quarterly magazine
• Recruit, develop, and manage our small team, fostering a positive work culture
• Ensure compliance with charity regulations and governing organisational policies and procedures
• Function as Company Secretary, handling legal requirements and annual reporting

About You

We're looking for someone who combines strategic vision with a willingness to roll up their sleeves and get involved in practical delivery. You'll be:

• An experienced senior leader with understanding of the non-profit sector
• A strategic thinker who also excels at practical implementation
• Financially astute with proven budget management experience
• An excellent communicator with the ability to build effective relationships
• Self-motivated and comfortable working from home
• Knowledgeable about the mental health sector (desirable)
• Familiar with Transactional Analysis or willing to undertake training (desirable)
• Educated to degree level (desirable)

Why Join Us?

This role offers the chance to lead a respected organisation while making a genuine difference to our members and the wider TA community. You'll have:

• The autonomy to shape both strategy and operations
• The satisfaction of seeing your ideas implemented directly
• The opportunity to work with dedicated professionals passionate about TA
• Flexible remote working arrangements
• Employer Sick Pay Scheme
• 33 days annual leave per annum FTE
• Access to private healthcare benefits

UKATA is committed to equality, diversity, and inclusion. We welcome applications from all qualified candidates regardless of background.

We look forward to hearing from you.

If successfully recruited to the role, your job title would be CRM Officer.

Are you data-driven, proactive, and passionate about creating meaningful supporter experiences? Join Shelter as one of our CRM Executives and become a vital part of a specialist team driving engagement and growth through innovative, personalised communications. Working closely with experts across the organisation, you’ll help shape and deliver compelling email campaigns that inspire action and support our mission to end the national housing emergency.

About the role

We are looking for a data orientated and proactive CRM Executive to join the team and really make their mark here at Shelter.

Working closely with the Head of CRM and Senior CRM Manager, you along with the one other CRM Executive will be responsible for delivering all marketing email communications for Shelter, from data selections and workflows to building dynamic emails, as well as fulfilling data briefs for other channels.

Role specifics

As a key member of the CRM team, you’ll support the delivery of our CRM strategy by managing the end-to-end execution of email campaigns using Adobe Campaign. From audience segmentation and data selections to workflow creation, quality control, and reporting, you’ll play a central role in ensuring campaigns are accurate, timely, and engaging. You’ll collaborate closely with internal stakeholders, coordinate briefs, and contribute innovative ideas and testing plans. With a strong focus on data, supporter engagement, and continuous improvement, you’ll help drive meaningful results and become a go-to expert in campaign set-up and delivery.

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

We’ve established a specialist CRM function with a cross-organisational remit, working collaboratively across the business to develop and co-ordinate a programme of communication that strengthens engagement with all those who want to support our cause, in keeping with our strategic goal of giving anyone who comes into contact with Shelter the chance to help end the national housing emergency.

The team plays an important role in helping us achieve our target of growing our active and engaged supporter base, leveraging our investment in marketing automation technology (Adobe Campaign) to deliver a great supporter experience at every touch point.

The team has a cross-organisational role, works closely with multiple other teams – notably the Data & Insight team, and SCRM who manage our supporter database (Microsoft Dynamics).

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.

Main Purpose of the Role:

To lead the Support Team to provide emotional and practical support to families and individuals living with Duchenne muscular dystrophy. It includes leading the support team to provide 1-2-1 and group support provided in person or virtually, and creating and growing support networks for the wider Duchenne community which includes Duchenne parents/caregivers; young people and adults living with Duchenne; extended family and friends; and professionals in environments such as schools, local authorities and clinics. 

Specific Tasks:

The focus areas and key deliverables of this role are as follows:

• Develop a clear process for identifying case loads and capacity for the Support Team.

• Identify opportunities, alongside the team, for cross team working - including residentials; family events; Science Educations workshops with regional meetups and education visits to schools and local authorities.

• Obtain, decipher and provide training to the Support Team on new updates relevant to Duchenne families, such as DLA, EHCP and more.

• Work closely with your team, to ensure that each family receives the best support possible, and that long-term support is provided.

• Lead on the development and delivery of monthly reporting of engagement and support contact, which will feed into the wider All Through Support journey. 

• To work with the Head of Operations and Events to contribute to Agenda topics and speakers from the community; assign roles for the conference to the Support Team.

• Establish a database for external stakeholders also supporting those living with Duchenne on a national basis, fed in to from the Support Team.

• To develop a triaging and caseload process for the Support Team, and how best to regularly monitor this.

• Be involved in the recruitment, selection, and induction of volunteers appropriate to your area of work.

• To maintain the contact database, keeping it up to date and accurate.

• Coordinate cover for the Support Team when there is sickness or leave.

NB This is not an exhaustive list, the role holder will be asked to carry out additional tasks as required for the Team’s successful service delivery. Such tasks will always be reasonable and broadly in line with current knowledge levels and skill sets.

Person Specification Criteria (essential, except those noted specifically as desirable) 

Education and Qualifications

• Experience leading a team (either through line management or mentoring)

Knowledge and Experience

• A proven track record of providing support to those in need in a professional setting. 

• Experience of safeguarding reporting.

• Experience of reporting on services and development of monitoring dashboards.

• Knowledge of current legislation around either accessibility, equal opportunities, Disability Living Allowance, or Education Health Care Plan.

• Knowledge of networks and signposting for those living with a life-limiting condition.

• An understanding of and commitment to Equal Opportunities and the ability to promote this in the day-to-day work of the post.

• Experience working in the health sector or at a patient-led charity. [Desirable]

• Experience of a CRM system. [Desirable]

Skills and Aptitude

• Passionate about improving the lives of young people, adults and their families living with Duchenne.

• Ability to communicate effectively, both in writing and verbally.

• Excellent organisational and time management skills, ability to work as part of a team and work on own initiative and to deadlines.

• Ability to be assertive but also have empathy and the ability to be sensitive with the families and young adults we support.

• Interest in networking and continued learning about new areas of support for those living with Duchenne.