Planning and reporting manager jobs

At The National Lottery Community Fund, we are driven by our strategy, ‘It starts with community’ and its four community-led missions, as well as our equity-based approach to tackling poverty, discrimination and disadvantage. 

This is an exciting opportunity to join the Fund as we expand the UK Portfolio to meet our ambitions in delivering the strategy. We're looking for two people to join the UK Portfolio Team as Heads of Funding, leading a team of just under 40.

The UK Portfolio supports the ambitions and potential of communities across the UK.We focus on scaling projects with a UK-wide benefit, through significant investments, which enable systems-level change for communities. Our funding is intended to complement the work of other country portfolios: England, Northern Ireland, Scotland and Wales.

As one of four Heads of Funding in UK Portfolio you will oversee all aspects of our work and ensure the team is resourced and able to deliver operationally. Heads of Funding are responsible for ensuring our programmes are designed and delivered to the scope, standard and deadlines required and will lead on specific strategic areas and relationships inside and outside the Fund. Heads of Funding are responsible for ensuring an understanding of the external policy, practice and funding context from across the UK is reflected in our delivery. You will provide leadership for the team, supporting the work of the Portfolio Managers.

We are currently evolving our UK Portfolio funding offers and  programmes in response to the strategy, developing a partnerships offer, and how we are more than a funder through our support to communities across the UK.

All Heads of will lead on a combination of strategic and operational priorities and the roles will involve a variety of responsibilities including:

• Overseeing up to £50m of grant commitments each year ensuring compliance with our operational and governance policies and requirements
• Lead one of the community-led missions in relation to the UK Portfolio’s funding offer
• Lead the strategic development and direction of a combination of our funding programmes and partnership approach
• Responsible for stakeholder management, both internally and externally
• Ensure learning and impact of our work is shared appropriately and informs our practice
• Lead engagement with our decision making Panels, Committees and Board
• Team leadership including culture, resource planning and team development
• Fund wide leadership either relating to one of the missions or as part of cross Fund priorities

You will need to work closely with the other Heads of Funding and each day will be a blend of operational and strategic work, stakeholder engagement, team leadership with lots of opportunities to collaborate with others across the Fund.

We are looking for ambitious, creative and passionate people with experience of the funding environment and brokering partnerships. Excellent leadership and collaboration skills will be essential in building relationships at all levels, from senior management to external stakeholders and funding colleagues across the Fund. You’ll have a keen understanding of the nuances of working within a public body, and a deep commitment to ensuring we are delivering impact through our current funding portfolio whilst also looking to the future and developing new funding initiatives and ways of working to meet our 2030 vision.

If you’re ready to take on a leadership role in an important organisation and have a genuine passion for supporting communities, this is the role for you.

You’ll be joining a dynamic and welcoming geographically dispersed team, working with hugely important and fascinating projects that are responding to and addressing a wide range of topics across the Fund’s four community-led missions.

Due to our dispersed nature as a team, it is expected that there will be occasional travel in order to connect with colleagues, stakeholders and projects. This is likely to be one to two occasions per month.

Interview Dates: 22 and 24 July

Location: We have a hybrid approach to working, work pattern and location will be agreed with the successful candidate. The role can be based at any of our UK offices, these are Belfast, Birmingham, Cardiff, Exeter, Glasgow, Leeds, London, Manchester, Newcastle and Newtown.

Please note that only one of these roles could be based in London.

Any questions about the recruitment process or if you’re interested in learning more about the role, we’ll be hosting an online briefing webinar on Monday 16 June at 10am. To reserve a spot, please contact recruitment (the email address can be found on the advert on our website) 

On application, please align your supporting statement to the criteria below

Essential criteria

• Experience and understanding of grant making and the funding environment, including partnership working
• Proven ability to translate strategy to operational development, including problem solving, organisational and decision-making skills and ability to manage a complex workload
• Strong interpersonal skills, and resilience, with an ability to build relationships and work with a range of people inside and outside of the Fund, including working with Boards and Committees
• Experience of building high performing teams and leading change, as a leader and/or as a team player - creating the culture and structures in which people can thrive at work
• Excellent written and verbal communications skills, able to analyse and review complex ideas and information and tailor clear messaging to a range of audiences
• Commitment to equity, diversity and inclusion and experience of applying this throughout all aspects of work

 Desirable criteria

• A passion for, experience in and an understanding of one or more of our community led missions and our commitment to equity
• Policy expertise in one or more of our ‘more than a funder’ priorities: partnerships; participation, convening, influencing, supporting grant holders, learning.

Equity, Diversity and Inclusion  

Communities in the UK come in all shapes and sizes. National Lottery funding is for everyone – therefore, we are committed to equity, diversity and inclusion and we work hard to ensure our funding reaches where it is needed.  

We also believe our people should represent the communities, organisations and individuals we work with. That’s why The National Lottery Community Fund is committed to being an inclusive employer and a great place to work. We recognise and celebrate the fact that our people come from diverse backgrounds. We positively welcome applications from people from ethnic minority backgrounds, people with disabilities or longstanding health conditions, people who are LGBTQ+, and people from different socio-economic and educational backgrounds, as well as people of all ages. 

As a Disability Confident Employer, we take a proactive approach in making reasonable adjustments, if needed, throughout the recruitment process and during employment. (This can be related to a physical and mental health condition.) 

Are you passionate about helping to bring opportunity and hope where social disadvantage has closed doors? Do you want to work to help us support communities that are unlocking their potential?

Project Possible is a Christian charity that works with partners across the world to help communities towards a sustainable future. We are looking for a highly organised, detail-focused Projects Coordinator to join our small, dedicated and dynamic team, to help build the lasting impact of our work.  You will have the opportunity to get involved in key aspects of our partnership capacity building, strengthening our administrative systems and playing an essential role in monitoring, evaluation and impact reporting.

This is a vital role where your work will both influence the effectiveness of our partnerships and help communicate impact to supporters. You’ll need strong Excel and analysis skills, an eye for detail, and a proactive mindset. To excel in this role, you will enjoy working collaboratively and be equally comfortable with administrative tasks as well as being a forward thinker. You will also need to be fully supportive of our Christian ethos and values.

If you thrive working in a highly collaborative environment and are passionate about supporting overlooked communities, we would love to hear from you.

If you would like to speak to someone informally about the role before applying, please do not hesitate to get in touch.

Support Dogs is going through a period of exceptional growth including the development of a new centre of excellence in Sheffield. To truly be able to take the next step in our development, we are looking for a senior lead to oversee our puppy team.  This is a fantastic opportunity to be a part in transforming the lives of adults affected by epilepsy, physical disabilities and children with autism. 

About the Role

We are looking for a dedicated and enthusiastic Senior Puppy Co-ordinator to join our forward-thinking training department.  The role will involve overseeing and supporting our puppy co-ordinators, ensuring that all our puppies and volunteers are being trained to the highest possible standards.

Recruitment, educating and supporting of new staff to ensure they can lone work both confidently and effectively are an essential part of this role, alongside ensuring the continued development of existing staff.  In addition to this, the ability to support staff when difficult conversations or situations arise is also essential.  The senior lead must have relevant qualifications and experience in training and behaviour as advising on training and behavioural issues will be required, with the ability to support individuals on writing and implementing suitable behaviour modification plans. 

As senior lead you will be expected to oversee and ensure targets are being reached on a yearly basis, ability to review success rates and how we can increase this, provide relevant reports to the Training Manager and can consider and propose new procedures which improves both our training standards and success rates further. 

This is a fantastic opportunity to be part of a dynamic and passionate team, making a meaningful impact on the lives of assistance dogs and the people who rely on them.

This role is a full-time position and will require flexibility in working hours, please note some evenings and occasional weekend work will be required. 

Please note interviews will be held as and when suitable applicants apply and this is a two-stage process.

Sarcoma UK exists to support everyone affected by sarcoma and to ensure their voices shape everything we do. As we prepare to launch our new five-year strategy, this pivotal role will help embed lived experience at the heart of our work.

We are growing our existing Involvement Programme to ensure patients, families, and supporters are meaningfully involved across all areas of Sarcoma UK’s work. As Involvement and Volunteer Coordinator, you will lead the development of our volunteering and involvement infrastructure creating impactful opportunities that inform our services, drive engagement, and raise awareness of sarcoma.

Reporting to the HR and Governance Manager, you’ll work collaboratively across all internal teams and externally with people affected by sarcoma and their support networks. This is a unique opportunity to shape how we involve our community, build capacity, and deliver on our strategic goals.

Benefits

• Flexible working options including hybrid working
• Pension with 5% employer contribution
• 25 days holiday entitlement per annum plus bank holidays and the working days between Christmas and New Year
• Additional day off for your birthday
• Health and wellbeing:
  • Health Cash Plan
  • Therapy sessions
  • Wellbeing Group

Our Values

• Pioneering we are leading the way to a better future for the sarcoma community.
• Together we are creating a community to make a difference for all those affected by sarcoma.
• Expert we use our expertise in understanding sarcoma to deliver better outcomes

Duties and Responsibilites: 

Involving people affected by sarcoma

• Strengthen and support our existing Involvement Network, keeping members engaged and informed.
• Facilitate a variety of inclusive involvement opportunities for people affected by sarcoma, reflecting diverse capacities, interests, and abilities, and ensuring these align with our Equality, Diversity, and Inclusion (EDI) framework.
• Recruit, induct, and train new Involvement Network members, promoting the network through Sarcoma UK’s communication channels.
• Develop systems to capture meaningful feedback and measure the impact of involvement activities.
• Collaborate with colleagues within Sarcoma UK to create and facilitate meaningful involvement opportunities that engage people with lived experience in our work, ensuring these opportunities are inclusive, accessible, and aligned with our strategic goals
• Champion the voice of patients and families across Sarcoma UK’s work.
• Produce and distribute a regular involvement newsletter to communicate opportunities, updates, and information about the work of Sarcoma UK.

Volunteer Management

• Develop and implement a volunteering programme aligned with Sarcoma UK's organisational objectives.
• Design and maintain efficient systems for the recruitment, screening, induction, and support of volunteers.
• Act as the initial point of contact for volunteer recruitment and onboarding, before handing over management to the relevant staff member (e.g. fundraising event organiser or project lead) depending on the role.
• Define clear volunteer roles and pathways that deliver impact and reflect volunteer motivations and interests.
• Plan and deliver engaging training for volunteers based on role requirements.
• Maintain accurate volunteer records using our database (Raiser’s Edge NXT).
• Develop and manage volunteer policies, procedures, and risk assessments.
• Ensure compliance with volunteering regulations and best practice.
• Monitor, evaluate and report on the impact of volunteering initiatives.
• Administer volunteer expenses and coordinate recognition within agreed budgets.

 General

• Support cross-organisational projects that involve people affected by sarcoma.
• Attend Sarcoma UK events and contribute to the wider work of Sarcoma UK.
• Travel occasionally to meetings and events. Occasional evening or weekend work may be required (time off in lieu will be given).
• Work flexibly and collaboratively in a dynamic environment, undertaking other duties as required to support the wider operations of Sarcoma UK.

The Fundraising Executive (maternity cover) is a key part of our small but busy Community and Events Fundraising Team, leading on key fundraising events and activities, personally supporting individual fundraisers and giving support to the Senior Philanthropy & Partnerships Manager. Recruitment for an Individual Giving & Community Fundraising Manager is currently underway. Once complete reporting lines will be reviewed.

The post holder will be responsible for:

• Supporting and inspiring all running and challenge and community fundraisers

• Supporting the Senior Philanthropy & Partnerships Manager on special events, including the annual Gala Dinner.

• Managing our community fundraising events and activities, with support from the Individual Giving & Community Manager (once in post).

• Ensuring data relating to fundraising activity above is accurately updated and effectively utilised

The post holder will be an ambitious, creative self-starter who is passionate about World Child Cancer’s programmes as well as our fundraising activities. They will work as well in a team as they do on their own and be happy to undertake administrative tasks as well as more complex fundraising projects. This is a varied and challenging opportunity to develop your fundraising career whilst supporting children with cancer. As a smaller organisation (circa £3m) everyone has to be prepared to support each other, so tasks may vary.

Key responsibilities

• To support the Senior Philanthropy & Partnerships Manager to reach or exceed the annual income target set, within the defined expenditure budget, through activities such as Challenge Events, World Child Cancer Special Events and Community Fundraising.

• In conjunction with the Individual Giving and Community Fundraising Manager (once in post), set activity budgets and work within them, accurately recording all income and expenditure.

• Manage the charity’s community fundraising programme including, but not limited to, London Marathon, DIY fundraising, and Outlanders group.

• Develop and lead on relationships with gamers to fundraise for World Child Cancer.

• Support the Senior Philanthropy & Partnerships Manager to manage the Ambassador group and delivery of special events.

• Lead on management of the annual Summer and Christmas Ambassador Quiz events.

• Support Senior Philanthropy & Partnerships Manager with corporate fundraising.

• Work with the Marketing Executive to promote our Events and Community activities.

• Work with the Marketing Executive to create content ideas to grow our engagement across digital platforms.

• Represent World Child Cancer at events and activities.

• Ensure all World Child Cancer fundraising activity adheres to GDPR and the Fundraising Regulator Code of Fundraising Practice.

• Deliver exceptional, timely supporter care at all times via phone, email and in person.

• Manage the supporter database – segmenting donors/ streamlining/ imports and exports, utilising the events tab, adding one off donations, adding regular donations, ensuring consent/gift aid statements are up to date, training team/ maintain accurate records on Raisers Edge.

Person Specification

Essential:

• Demonstrable track record of fundraising from community, events, or individual fundraising.

• Proven track record of building strong, effective relationships.

• Excellent written and verbal communication skills with the confidence to communicate with supporters virtually, over the phone and in person.

• Understanding of the importance of delivering high quality supporter care.

• Highly organised, able to develop an event/activity plan and meet deadlines.

• Strong track record of developing and managing systems and processes and a good eye for details.

• Ability to work on own initiative and as part of a team.

• Ability to work in a fast-paced environment and meet deadlines.

• Strong IT skills using the Microsoft Office package.

• Empathy and diplomacy surrounding the issues of children’s health and the passion to want to improve the lives of children with cancer.

• An understanding of the international context of World Child Cancer’s work and an ability to market the Charity’s work

• An understanding of diversity issues and commitment to equality

Desirable

• Experience of managing volunteers.

• Experience of working with Raisers Edge or similar database.

• Knowledge of other fundraising streams.

East End Homes are partnering exclusively with Robertson Bell in their search for a permanent Financial Controller. East End Homes, is a locally based and community-led housing association in the London Borough of Tower Hamlets. This year East End Homes is celebrating its 20th anniversary. In 2005 residents of five estates across Tower Hamlets voted for their homes and communities to be transferred to the newly established social landlord.  Today, its 120-strong team manages over 3,900 homes with local offices in each neighbourhood. 

The newly created Financial Controller position offers a rare opportunity for a technically strong, ambitious, and commercially aware finance professional to play a key role in reshaping East End’s finance function and influencing decision-making at a senior level. The Financial Controller will be a member of the Senior Management Team and this role is seen as a natural stepping stone toward Finance Director level within the sector.

The Role:

• Work closely with the Finance Director and Executive Team to support strategic planning and organisational transformation.
• Oversee the development and delivery of Eastend Homes’ long-term financial plans, annual budgets, and business modelling (including BRIXX).
• Deliver and embed a proactive finance business partnering approach across the organisation, influencing decision-making and performance management.
• Drive improvements to financial reporting, insight, and analysis, delivering value across the organisation.
• Coordinate the production of our financial plans and reports including monthly management accounts, the annual statutory accounts, forecasts and the budget.
• Oversee day-to-day financial operations, ensuring sound internal controls, process improvement, and compliance with relevant regulations (FRS102, SORP, RSH).
• Manage cash flow forecasting, covenant compliance, and other treasury responsibilities, with support available for professional treasury qualifications if desired.
• Play a leading role in mentoring, developing, and embedding a high-performing, collaborative finance team (c.3–4 staff).

• Actively contribute to the Senior Management Team and support wider change initiatives across the business.

The Organisation:

East End Homes has made significant progress in stabilising its operations and strengthening its governance. With the appointment of a highly experienced new CEO and completion of key commitments to the Regulator of Social Housing, the organisation is now focused on long-term sustainability, performance improvement, and resident impact. The recent appointment of an Interim FD has brought further structure and capability to the finance function, and this Financial Controller hire will be a cornerstone of building a modern, resilient, and insight-led finance team.

Person Specification – Essential:

• Qualified accountant (ACA/ACCA/CIMA/CIPFA).
• Strong technical knowledge of financial and statutory reporting including FRS102 and Housing SORP.
• Demonstrable experience in social housing finance including business planning, management accounting and regulatory compliance.
• Experience of delivering improvements in management reporting, financial controls, and/or business partnering.
• A confident communicator with excellent interpersonal skills and a track record of engaging with and challenging senior stakeholders.
• Digitally confident with strong Excel skills and familiarity with financial planning tools (e.g., BRIXX).
• Forward-thinking and inquisitive, with a continuous improvement mindset and strong problem-solving ability.
• Experience of coaching or leading teams and ability to develop others.

This role will be based at East End Homes’ head office in Tower Hamlets, with travel between estate-based local offices as required. The closing date for applications is 6th July with interviews taking place week commencing 21st July (first stage) and final interviews scheduled for week commencing 28th July.

Applications will be reviewed continuously before the closing date. Please apply via our exclusive search partner Robertson Bell.

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.

Head of Funding and Green Finance - Western Forest

This is a rare, unique and exciting opportunity to take a lead role in developing the programme and setting the strategic path for the Western Forest – the first new national forest in over 30 years.

The Western Forest is a brand-new programme launched, with national and Ministerial profile, in March 2025. The Forest will support over 2.5 million people, cultivating a greener, more connected future by creating a landscape with trees and woodlands at its heart. The Western Forest will deliver landscape scale change and real green investment, connecting people and nature across three regions – Wiltshire, Gloucestershire and the West of England (including North Somerset).

The Western Forest’s Head of Funding and Green Finance will drive, direct and manage the delivery of a diverse range of funding sources to deliver the new national forest. They will ensure the development of sustainable income streams and models of delivery by 2030. This role will be responsible for the development and delivery of the Western Forest’s fundraising strategy to generate £13mn or more in additional income over the next five years to ensure effective long-term delivery of our strategic plan.

Reporting directly to the Western Forest Director, the Head of Funding and Green Finance plays a key role, helping to set the direction for the Western Forest.

Salary: £50,000-50,146, with annual pay review

Hours: Full time, 37.5 hours per week, with flexible working hours

Contract: Permanent

Location: Bristol with the option of hybrid working. Travel and meetings across the Western Forest area and working at partner offices will also be required.

Benefits include: Staff pension, Employee Assistance package, 25 days annual leave plus bank holidays, volunteering days and staff training and social events.

Closing at 5pm on Monday 30th June 2025

Interview: Week commencing 14th July

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.

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.

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.

Your new company
Tucked within a striking example of Brutalist architecture in central London lies one of Europe's largest and most ambitious cultural complexes. This multifaceted venue brings together classical and contemporary music, theatre, dance, film, visual arts, and creative learning under one roof. It's home to major orchestras, a renowned theatre, multiple cinemas, a public library, and a lush indoor conservatory. Designed as a post-war vision of urban renewal, the space is both a residential estate and a cultural powerhouse, offering a unique blend of community living and world-class artistic programming. Its layered walkways, concrete geometry, and hidden green spaces make it a destination that continues to intrigue and inspire.

Your new role
Organisation Design and Development Partner
Department: People, Culture and Inclusion
Location: London Reports to: Head of Organisational Design and Development
Contract Type: Fixed-term until 30 March 2026
Purpose of the RoleThis role is part of a newly established Organisation Design and Development function within the People, Culture and Inclusion Directorate. The post-holder will work closely with the Head of Organisation Design and Development to deliver impactful organisational change, learning and workforce transformation initiatives.You will support the delivery of strategic frameworks and people strategies by contributing to key projects involving organisational reviews, operating model development, leadership capability building, and people transformation efforts. The role is central to enabling a cultural and operational shift across the organisation.
Key ResponsibilitiesOrganisational Design & Change Support

• Assist in delivering organisational design interventions such as documentation preparation, data analysis, workshop support, and stakeholder engagement.
• Coordinate project actions and engagement plans related to target operating model implementation.
• Maintain and update organisation design toolkits, templates and resources.
• Monitor and report progress on design initiatives and support governance reporting.
• Conduct industry research, benchmarking and maturity assessments to inform design practices.
• Collaborate with Strategic People Partners and operational leaders to ensure initiatives are aligned with strategic goals.

Organisational Development & Learning

• Coordinate leadership, management and change capability programmes.
• Support the implementation of capability frameworks and address development needs across the organisation.
• Contribute to the roll-out of succession planning, talent and career development initiatives.
• Design and deliver internal workshops and collaborate with wider teams to embed learning interventions.
• Evaluate the impact of development and learning programmes using data and feedback mechanisms.

Data, Analysis & Reporting

• Help develop and manage people's dashboards and organisational health indicators.
• Prepare reports and analysis for workforce planning and reviews.
• Support data alignment with ERP systems and future HR platform requirements.

Programme & Stakeholder Coordination

• Assist in programme management across OD&D workstreams, including scheduling, communications, and reporting.
• Prepare presentations, briefings and governance materials for senior stakeholders.
• Coordinate with cross-functional teams to ensure organisational change activities are aligned and integrated.

Essential Experience & Skills

• Experience supporting organisational design, development, or change initiatives.
• Strong project coordination and stakeholder management skills.
• Familiarity with change and development tools/methodologies.
• Excellent written and verbal communication tailored to varied audiences.
• Analytical ability to interpret data and present insights clearly.
• Strong interest in progressing a career in OD, Development or People Change.
• Collaborative working style and interpersonal effectiveness.
• CIPD membership or relevant qualification (or working towards it).

Desirable Experience & Skills

• Experience supporting learning and development delivery.
• Working knowledge of visualisation tools (e.g., OrgVue, Visio).
• Familiarity with HR systems, dashboards and workforce analytics.
• Understanding of public sector or charitable environments.
• Experience in coaching or facilitation, formally or informally.

Values & InclusionThis role actively contributes to creating a values-led, inclusive, and equitable workplace culture. It supports embedding organisational values and inclusion principles across all activities and teams.
Working EnvironmentThe organisation offers flexible working, competitive benefits, and a unique opportunity to influence wide-reaching transformation within a highly regarded public institution.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

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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.

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.