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Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Project Officer Sefton School Streets
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Project Officer Sefton School Streets
England North West
£29,835 per annum (pro rata for part time)
Ref: 188REC
Part time 22.5 hours per week – we are happy to talk flexible working
Base: Sefton, Merseyside
Contract: Fixed term until 31/03/2027
Disclosure: Enhanced DBS Scheme is required for this position as the post holder will be working with children in educational settings
ABOUT THE ROLE
Team: Active Journeys
As the Project Officer, you will help shape healthier, happier communities by making walking, wheeling, and cycling a natural choice for everyday journeys.
This is an exciting opportunity to work directly with schools and local communities across the North and Midlands, identifying ways to transform streets and public spaces into safer, more welcoming environments for active travel.
What You’ll Be Doing
This role is ideal for someone who enjoys working with children, young people, and local communities.
ABOUT YOU
You will have experience working with children and young people in both school and community settings. You will also demonstrate an understanding of the challenges faced by communities experiencing inequalities, along with knowledge of safety management and risk assessment procedures.
We’re looking for someone who has experience and understanding in the areas listed below. You don’t need to meet every requirement — if you feel you’d be a good fit, we encourage you to apply.
This role will require travel and work at locations as necessary to undertake projects on behalf of Walk Wheel Cycle Trust.
LIVING OUR VALUES
At the Walk Wheel Cycle Trust, we’re a values‑driven organisation. We’re looking for people who are:
Always Learning – curious, open‑minded and committed to continuous improvement.
Championing Equity – inclusive, respectful and focused on ensuring everyone has a voice and fair opportunity to succeed.
Taking Ownership – proactive, responsible and empowered to make things better.
Delivering Together – collaborative, transparent and motivated by shared success.
Through our values we make it possible for more people to walk, wheel and cycle safely, healthily and joyfully.
WHAT WE OFFER
We want you to feel supported, valued, and empowered in your role. That’s why we offer flexible working, a positive team environment, and benefits designed to support your wellbeing, finances, and family life.
Wellbeing Support
Financial Benefits
Family Friendly Policies
ADDITIONAL INFORMATION
We're the charity making it possible for everyone to walk, wheel and cycle



Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
About Barnabas Aid
Barnabas International is a large family of Christian ministries and charities focused on giving practical support to suffering, abandoned and persecuted Christians around the world. The ministry was founded in 1993, and since then, it has funded projects in more than 100 countries, providing hope and help to millions of our brothers and sisters in Christ. Some of our key projects include supplying food aid, medical supplies, educational and vocational training, Bibles, micro-enterprise, disaster relief, help for victims of violence, and support for pastors and church leaders. Barnabas Aid also provides advocacy for religious freedom, especially for persecuted and suffering Christians.
Barnabas is a Christian ministry and a charity. Employees are expected to subscribe to the Vision, Mission, Value and Statement of Faith, and their work may be viewed as being vocational.
There is an occupational requirement for applicants to be practising Christians, who are engaged in their local church, in order to be able to carry out our roles.
About This Vacancy
We are looking for a motivated and organised Project Officer to join our International Programmes Team on a fixed-term basis for one year, covering a period of maternity leave.
Overview
The Project Officer will be part of a regional team that works with new and existing partners to design, deliver and learn from projects in line with the organisation’s mission. The team supports the full project cycle: partner engagement, application review, due diligence, project design, contracting, implementation support, monitoring, evaluation and project closure, maintaining accurate records throughout, in close collaboration with the Quality Team (Director and Quality Assurance and Impact (MEAL) Specialists).
The Project Officer will work collaboratively across the regional team, providing flexible support and surge capacity during peak periods and responding to emerging priorities as required. Under the supervision of Programme Managers and the Regional Director, they will also take day-to-day responsibility for a portfolio of assigned partners and specific projects, ensuring timely progression from concept to completion and that documentation, compliance, quality assurance and learning requirements are met. This includes working with the Quality Team to integrate appropriate MEAL approaches, support data quality and ensure learning is captured and shared.
Key Responsibilities
·Project Identification and Evaluation
oIdentify and assess project concepts and proposals with assigned partners, ensuring alignment with organisational strategy, feasibility, risk, safeguarding considerations and expected impact.
oContribute to emergency or rapid-response programming when required, including providing surge support to colleagues and helping to coordinate time-critical actions.
oSupport partner mapping and relationship management activities, helping to identify potential partners and project opportunities.
oUndertake contextual and partner due diligence research to inform project design, risk management and decision-making.
oPrepare high-quality proposals for internal review and project governance processes, including summaries of recommendations, risks and mitigation actions with the support of the Quality Team and in line with standards set by them.
·Grant Administration
oSupport Programme Managers and the Regional Director through the full project cycle, from initial scoping and proposal development through contracting, implementation support, monitoring, evaluation and closure.
oManage any individually assigned projects through the full project cycle, from initial scoping and proposal development through contracting, implementation support, monitoring, evaluation and closure.
oEnsure projects comply with organisational policies and procedures (including safeguarding and due diligence), and any relevant donor, statutory and partner requirements.
oEnsure the fulfilment of any actions mandated by the Programmes Subcommittee.
oTrack delivery against agreed plans, budgets and results frameworks; flag variances, support problem-solving with partners and colleagues, and recommend adjustments where needed.
oWork with the Quality Team (Director and Quality Assurance and Impact (MEAL) Specialists) to agree proportionate MEAL plans for assigned projects (e.g., indicators, data sources, reporting schedules), and to strengthen quality assurance throughout implementation.
·Stakeholder Engagement
oAct as a key point of contact for assigned partners, working closely with Programme Managers and the wider regional team to coordinate support and decision-making.
oMaintain regular communication with partners to provide guidance throughout proposal development and implementation, including on reporting requirements, procurement expectations and agreed outputs/outcomes.
oCoordinate with the Quality Team (Director and Quality Assurance and Impact (MEAL) Specialists) to support partner capacity strengthening on quality assurance and MEAL requirements, and to address quality or evidence gaps identified during implementation.
oDevelop familiarity with other organisations working in the Region and look for opportunities to collaborate with and learn from them.
·Budget Administration
oSupport sound financial management across the Regional Team and for assigned projects, including budget review, payment scheduling, verification of supporting documentation and reconciliation of expenditure against budgets.
oFor approved projects, ensure that all finance processes are completed to facilitate payments.
oPrepare clear updates and financial summaries for Programme Managers, the Regional Director and other internal stakeholders, maintaining an appropriate audit trail.
·Reporting and Documentation
oMaintain complete and accurate project documentation for assigned projects, including due diligence records, agreements, correspondence, partner reports and closure documents.
oMaintain project and partner information in relevant systems and trackers, producing reports and analysis as required.
oMonitor progress and results, review partner narrative and financial reports, support evaluations where appropriate, and ensure project learning is captured and shared within the team.
oWork with the Quality Team (Director and Quality Assurance and Impact (MEAL) Specialists) to review project evidence, ensure data quality standards are met, and support evaluations, reviews and learning products as required.
oCoordinate meetings and follow-up actions (including agendas, minutes and action logs) to ensure decisions are recorded and progressed.
Other duties
The above is not an exhaustive list of duties. From time to time, the postholder may be asked or required to carry out additional tasks, or duties, over and above their usual day to day activities. Employees are expected to work collaboratively across the regional team, including providing flexible support and surge cover as needed.
Person Requirement
Essential
·Experience in project administration or coordination, ideally in the charity, NGO or public sector.
·Excellent verbal and written communication skills, with the ability to engage effectively with a wide range of partners and stakeholders across different cultures and contexts.
·Proficiency in MS Office suite and comfort using online systems for project tracking and document management.
·Strong attention to detail.
·Ability to work collaboratively and flexibly as part of a diverse, dispersed team.
·Ability to multitask and meet multiple deadlines under pressure.
·Familiarity with CRM or grant management systems (e.g. Salesforce)
Desirable
·Experience supporting monitoring, evaluation and learning (MEL/MEAL) processes and/or producing donor-style reports, including working with quality assurance or MEAL specialists.-
·Additional languages relevant to the region
Person specification
·A strong commitment to the values and mission of Barnabas Aid, with an understanding of Christian principles and ethics in project management.
·High level of integrity, ethical conduct and professionalism
·Personal resilience and adaptability.
·Discretion and sensitivity with understanding of issues of confidentiality.
·A flexible approach to work, with a cooperative and collaborative attitude, ensuring excellent standards of service are always maintained.
From time to time, additional training, including safeguarding training, may be required.
The offer of employment will subject to the appropriate pre-employment checks such as references, qualifications, DBS criminal records, and eligibility to work in the UK.
How to Apply
Please apply by submitting your CV and a cover letter demonstrating how your skills and experience make you a good fit for this role and for the mission of Barnabas Aid.
We aim to support Christian communities, churches and individuals around the world who face persecution and discrimination because of their Faith.


The Woodland Trust is looking for a Funded Projects Officer to aid the success of our project delivery.
The Role:
• Aid the successful delivery of projects through the development of realistic project budgets that inform internal decision-making and strengthen funding applications.
• Monitor income and expenditure against approved budgets, highlight risks and implications, and help ensure the Trust remains in a healthy financial position.
• Maximise grant income through organised grant claims, good funder relations and effective negotiations.
• Report on restricted income within projects, feeding into budgets, forecasts and year end requirements.
• Manage complicated funding packages, whilst avoiding double funding, and coordinate claims and reports for multi partner projects.
• Ensure compliance with funder, Trust and statutory requirements, including VAT, procurement and funded-project guidance.
• Produce financial and written reports for internal decision-making and for updating funders, project teams, management and senior leaders.
• This is a hybrid position with a mix of home working, and from our head office in Grantham, Lincolnshire. Head office attendance would be required no more than once a month on average.
• This is a fixed term contract until March 2027.
The Candidate:
• A confident communicator able to listen, interpret, challenge, influence and explain complex financial principles to non-experts.
• Experienced in the development, production and monitoring of project budgets, including analysing implications, risks and assumptions.
• Skilled in project management, delivery and grant management, ideally across multiple projects at any given time.
• Able to develop and deliver high quality numerical and written reports, ensuring accuracy and spotting potential risks.
• An understanding of funder rules, requirements and funding opportunities, maintaining good working relationships with funders.
• Able to consider the impacts and implications of projects on Trust budgets, resources and funds, contributing to accurate reforecasting.
• Experience working in a similar role or fundraising-related role in the charity sector would be advantageous.
Benefits and Wellbeing:
Joining our team means you’ll be a big part of tackling environmental and climate issues. We take good care of our staff, offering support and training opportunities. We also offer:
• Enhanced Employer Pension
• Life Assurance
• Flexible & Hybrid Working Options
• Generous Annual Leave - 25 Days Plus Bank Holidays (pro rata’d for part-time)
• Buy and Sell Holiday Scheme
• Enhanced Parental Pay
• Employee Assistance Programme
About Us:
The Woodland Trust is the UK’s largest woodland conservation charity. We want to see a world where trees and woods thrive for people and nature. The Trust engages and inspires people to make their difference tackling the nature and climate crisis helping protect, restore and create our vital woods and trees.
Our Commitment to Diversity and Inclusion:
To achieve our vision of a world where woods and trees thrive for people and nature, we need to better reflect society and the communities we work in. All people, no matter their background, identity, ability, or circumstance, should benefit from trees.
People of colour and disabled people are currently under-represented across the environment and conservation sector. If you identify as a person of colour and/or disabled, we particularly encourage you to apply.
Please contact us to discuss any additional support or adjustments you may need to complete your application.
Application Advice:
For fairness we keep our candidates’ personal details hidden from the hiring managers, and we
Make sure that your Personal Statement clearly shows how your skills and knowledge link to the specifications in the job description and you share with us your passion for the role. Even if you don't meet every requirement of the role, we would encourage you to apply.
Acceptable Use - Artificial Intelligence (AI):
We understand that candidates may choose to use AI tools to support their job applications-for example, to help structure or edit written responses. We welcome the use of AI in this way, particularly where it helps improve accessibility, such as for neurodivergent applicants. However, we ask that any information submitted reflects your own experience, skills and understanding. During interviews, candidates are expected to respond independently without the use of AI tools.
Apply Now:
If you're ready to make a difference and grow with us, send in your application today. We might close the job opening early if we get a lot of applications, so it's a good idea to apply soon. If we do close the advert early, and you have an application in process, we will email you prior to closing to give you time to complete.
1st stage interviews are to be held via MS Teams on June 23rd & 24th, with 2nd stages on June 25th.
Earth Trust is looking for a Finance Director to help shape the next stage of our development as a place-based environmental charity with growing ambition, increasing complexity and a powerful mission.
Based at Wittenham Clumps in Oxfordshire, Earth Trust cares for farmland, woodland, meadows, wetlands and community reserves, connecting people with nature and demonstrating how people and the natural world can thrive together. Our work brings together public engagement, learning, nature-friendly farming, partnerships and commercial activity in support of our charitable purpose.
This is a pivotal moment for the organisation. Alongside our established charitable work, we are delivering Gateway to Nature — a major programme to improve access, enhance the visitor experience and support growth in sustainable earned income. We need a Finance Director who can ensure this ambition is underpinned by clear, robust and commercially sound financial thinking.
As a member of the Executive Leadership Team, you will work closely with the Chief Executive, senior colleagues and Trustees to shape organisational direction, strengthen financial planning and ensure resources are aligned with impact. You will provide strategic financial insight, constructive challenge and practical support across the organisation.
You will lead budgeting, forecasting, management accounts, statutory reporting, audit, financial governance, risk, reserves and controls. You will also support business cases, financial models, capital project oversight, trading activity and commercial decision-making.
We are looking for a qualified accountant with significant senior finance leadership experience, ideally gained in a charity or similarly complex organisation. You will bring strong technical finance skills, sound judgement, commercial awareness and the ability to communicate clearly with non-finance colleagues. Just as importantly, you will be collaborative, values-led and motivated by the opportunity to use finance as an enabler of environmental and social impact.
This role will suit someone who combines strategic leadership with a practical, hands-on approach, and who enjoys helping colleagues build financial confidence, accountability and discipline.
To apply, please send a CV and covering letter explaining why you are suitable and what attracts you to the role to by Sunday 21st June.
The Woodland Trust is looking for two Funded Project Managers to lead the successful delivery and completion of our funded projects.
The Role:
• Provide leadership to Project Officers, ensuring all funded projects are delivered and completed to a high standard.
• Manage the Funded Projects team to maintain consistent, robust project standards across all activity.
• Support the development of strong funding bids, realistic budgets and informed organisational decision-making.
• Maximise grant opportunities, identify risks early and safeguard the Trust’s financial and reputational interests.
• Maintain excellent relationships and effective negotiations with funders, regulators and contributors.
• Champion continuous improvement in reporting processes across the Trust and for external funders.
• Monitor resources, highlight risks and ensure compliance with statutory obligations, VAT, procurement rules and best-practice project management.
• Produce high-quality management information, support forecasting and contribute to fund accounting and full cost recovery modelling.
• This is a hybrid position with a mix of home working, and from our head office in Grantham, Lincolnshire. Head office attendance would be required no more than once a month on average. Occasional travel to other offices and remote locations may also be required.
• These roles are to be offered on a 12-month fixed term contract.
The Candidate:
• Brings proven experience in supporting, mentoring and developing individuals and teams.
• Skilled at building strong, productive relationships across internal teams and external partners.
• Able to navigate complex financial challenges, including funder restrictions and avoidance of double funding.
• Capable of interpreting, challenging and explaining financial principles to non-experts with clarity and influence.
• Understands the financial implications of projects and how they flow through organisational accounts.
• Makes sound decisions based on budgets, policies, funder guidelines and project management frameworks.
• Brings knowledge of conservation and/or relevant finance or project management qualifications (desirable).
• The successful candidate will be required to undertake a Basic Background Check, as part of our pre-employment screening.
Benefits and Wellbeing:
Joining our team means you’ll be a big part of tackling environmental and climate issues. We take good care of our staff, offering support and training opportunities. We also offer:
• Enhanced Employer Pension
• Life Assurance
• Flexible & Hybrid Working Options
• Generous Annual Leave - 25 Days Plus Bank Holidays (pro rata’d for part-time)
• Buy and Sell Holiday Scheme
• Enhanced Parental Pay
• Employee Assistance Programme
About Us:
The Woodland Trust is the UK’s largest woodland conservation charity. We want to see a world where trees and woods thrive for people and nature. The Trust engages and inspires people to make their difference tackling the nature and climate crisis helping protect, restore and create our vital woods and trees.
Our Commitment to Diversity and Inclusion:
To achieve our vision of a world where woods and trees thrive for people and nature, we need to better reflect society and the communities we work in. All people, no matter their background, identity, ability, or circumstance, should benefit from trees.
People of colour and disabled people are currently under-represented across the environment and conservation sector. If you identify as a person of colour and/or disabled, we particularly encourage you to apply.
Please contact us to discuss any additional support or adjustments you may need to complete your application.
Application Advice:
For fairness we keep our candidates’ personal details hidden from the hiring managers, and we do not ask for your CV at application.
Make sure that you answer the Application Questions to show your relevant skills and passion for the role. Even if you don't meet every requirement of the role, we would encourage you to apply.
Acceptable Use - Artificial Intelligence (AI):
We understand that candidates may choose to use AI tools to support their job applications-for example, to help structure or edit written responses. We welcome the use of AI in this way, particularly where it helps improve accessibility, such as for neurodivergent applicants. However, we ask that any information submitted reflects your own experience, skills and understanding. During interviews, candidates are expected to respond independently without the use of AI tools.
Apply Now:
If you're ready to make a difference and grow with us, send in your application today. We might close the job opening early if we get a lot of applications, so it's a good idea to apply soon. If we do close the advert early, and you have an application in process, we will email you prior to closing to give you time to complete.
1st stage interviews are to be held via MS Teams on June 23rd & 24th, with 2nd stages on July 8th.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
1. Background
Osman Consulting Ltd supports the design, coordination, and implementation of humanitarian and development programmes across multiple regions, with a primary focus on Asia, the Middle East, Africa, Europe, and Latin America
The organisation delivers a diverse portfolio of interventions spanning emergency response, seasonal, education (including back-to-school initiatives), food security and livelihoods (including zero hunger programming), and other humanitarian priorities. Osman Consulting works through a partnership-based approach, collaborating closely with local implementing partners to ensure contextually appropriate, responsive, and sustainable programme delivery.
2. Purpose of the Role
The Senior Finance Officer leads financial control, budgeting, expenditure monitoring, and financial reporting for Osman Consulting's project support role. The post ensures that financial information is accurate, timely, well documented, and compliant with contractual and internal requirements.
3.Terms of Reference
4. Scope of Work and Key Responsibilities
Budget management and control
Financial Documentation and reporting
Internal Control and Compliance
5. Qualifications and Experience
6. Core Competencies
7. Compliance, Safeguarding and Ethics
The post holder is expected to uphold Osman Consulting Ltd policies, donor requirements, humanitarian principles, and all applicable national and international regulations.
The role requires full compliance with safeguarding standards, including Prevention of Sexual Exploitation, Abuse and Harassment (PSEAH), child safeguarding, confidentiality, and data protection requirements.
The post holder must promote accountability, inclusion, and non-discrimination in all aspects of their work, ensuring respectful engagement with all stakeholders.
Any concerns relating to fraud, corruption, conflicts of interest, safeguarding incidents, or security risks must be reported promptly through the appropriate channels.
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
CHA is recruiting an experienced and values-driven Chief Operating Officer to lead our central operations and support the delivery of high-quality housing and care services.
As COO, you will provide strategic and operational leadership across residential and sheltered services along with the finance, estates, HR, and other central services—driving performance, ensuring compliance, and enabling sustainable growth. You will work closely with the CEO and Board while leading a diverse team of senior leaders.
Key responsibilities include:
About you:
Additional requirement:
Due to our Christian ethos and heritage, there is an occupational requirement for the post holder to have a personal Christian faith.
For further information, including a visit please contact us.
Due to our Christian ethos and heritage, there is an occupational requirement for the post holder to have a personal Christian faith.
The client requests no contact from agencies or media sales.
At United for Global Mental Health, we are working towards a world where mental health support is accessible to everyone, everywhere – free from stigma and without restriction.
We are a small but highly influential organisation of around 20 passionate, diverse and expert individuals, and have a culture of creating the space and opportunities for them to lead their areas of expertise. Our strength lies in collaboration, internally and externally, and in our ability to turn insight into action. Kindness is our unofficial ethos.
The CEO is responsible for the overall leadership, management and performance of UnitedGMH. Reporting to the boards of UnitedGMH and the American Friends of United for Global Mental Health (AFUGMH), the CEO will set strategic direction, oversee delivery, and act as the organisation’s primary ambassador.
Key responsibilities include:
Strategic Leadership
Governance & Board Relationship
Organisational Leadership
External Engagement & Influence
Finance & Organisational Planning
Fundraising & External Income Generation
Risk, Compliance & Accountability
Our Dream CEO
As a team, we came together to discuss what qualities we are hoping for in a new CEO and leader. We’d love applications from candidates who see themselves in the team’s descriptions below.
Our dream CEO…
shows kindness towards all partners regardless of seniority, institution or country.
continues to uphold and protect the organisational transparency the team values.
is a heart- and mind-led fundraiser – treating donors like people and not merely a source of income.
provides space for team members to lead in their areas, but also supports / acts as a sounding board when needed.
knows how to strategically place mental health in uncommon spaces.
is happy to be approached by, and communicate with, team members from all seniority levels across the team.
is someone who understands what it is to manage a remote organisation, and is interested in making UnitedGMH the best workplace it can be.
is someone who can think a few steps ahead, identify trends, and interpret these for what this means for the organisation.
has a solid understanding of, and proven experience in, managing the ´backbone´ functions of an organisation (budgeting, risk management, governance etc).
has an understanding of UN systems, global health and international development.
appreciates and champions the value that lived experience and people from the global majority bring to the mental health advocacy space.
Please download and review the Job Pack for full details of the role.
Unfortunately, we are not able to recruit team members in the following countries/regions: Afghanistan, Belarus, Central African Republic, Cuba, Democratic Republic of the Congo, Iran, Iraq, Libya, Myanmar (Burma), North Korea, Russia, Somalia, South Sudan, Sudan, Syria, Ukraine (specifically the occupied regions of Crimea, Donetsk, Kherson, Luhansk, and Zaporizhzhya), Venezuela, Yemen, and Zimbabwe.
For non-UK candidates: Please note that you would be hired via Deel as an Employer of Record.
How to apply:
To apply, please submit your cover letter, outlining how you meet the responsibilities and candidate profile, and a CV, via the Charity Job site. Please note, we can only accept applications via Charity Job.
Interviews:
Interviews will take place remotely. There will be 2 interview rounds, and candidates shortlisted for the second interview will be invited to meet members of our wider team.
The client requests no contact from agencies or media sales.
Interim Director of Finance & Operations
Lead strategic finance and operations at a purpose-drive organisation delivering vital care and support to children and families.
We are seeking an experienced and commercially astute Director of Finance & Operations to join our Executive Team on a 12-month fixed term basis. Reporting to the CEO, you will play a critical role in shaping organisational strategy, ensuring financial sustainability, and overseeing key enabling services that support the delivery of outstanding care and impact.
This unique opportunity to step into a pivotal leadership role, providing direction across finance, estates, governance, date and risk, and project management functions.
About the role:
As a member of the Executive Team, you will:
About you:
We are looking for a collaborative and influential leader who:
Apply now to be part of an organisation where your expertise will directly support lives and communities.
We reserve the right to close the advert at any time should we receive sufficient applications, therefore we encourage applicants to apply as soon as possible.
Please note that everyone working for Helen & Douglas House are required to undertake a Disclosure and Barring Service check. Helen & Douglas House is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. We are an equal opportunities employer and value the benefits of a diverse workforce. We positively encourage applications from all areas of the community.
Hospice charity based in Oxford, providing palliative, respite, end-of-life and bereavement care to life-limited children and their families.
The client requests no contact from agencies or media sales.
Executive Director of Finance, Operations & Growth
Keech Hospice
Charity People have partnered with Keech Hospice, a £15million turnover Hospice with sites in Luton and Bedford, in finding their next Executive Director of Finance, Operations and Growth. This is a pivotal moment to join the hospice strengthening their impact and secure their long-term future.
We are seeking an outstanding Executive Director of Finance, Operations & Growth to join our Executive Leadership Team. This is a high-profile, mission-critical role that combines strategic financial leadership with operational excellence and commercial growth. You will play a central role in ensuring the Hospice's future sustainability, driving income diversification, and enabling transformational change that supports the delivery of exceptional care. You will be delivering an ambitious new strategy working closely with an inspiring CEO, collaborative and forward thinking SLT and Board of Trustees. Keech Hospice is in the top 25 of 100 Best Companies to work for.
Salary: circa £90,000 per annum there is a performance related incremental scale offered to all staff.
Contract: Permanent, 37.5 hours
Flexibility: the hospice has a flexible working policy available to all staff including partial home working (initially three days a week and will reduce to two days a week)
Key Duties & Responsibilities
Person Specification
Shortlisted candidates will be asked to respond to three written questions to highlight their experience, approach, and leadership style.
Role will be closing on 24th June, 2026
First stage interview via MSTeams or in person 2nd July, 2026
Second stage in person 7th or 8th July, 2026 followed by an informal chat to "get to know" on 10th or 13th July, 2026
Charity People is a forward-thinking, inclusive organisation that deliberately champions equity, diversity and inclusion. We know charities thrive when inclusion is at the centre of decision-making. We proudly match organisations with talent based on skills and values, not background - because diverse teams deliver stronger results.
Data and Systems Officer
Role Details & Staff Benefits
Salary: £30,385 gross per annum
Duration: Permanent
Hours: Full-time
Location:Hybrid – NASP have an office space at London's Southbank Centre which can be used by staff at any time. The role will be expected to work up to 2 days per week in the office with the remainder at home, depending on agreed hours. There may also be additional travel required for staff days, site visits and other events.
NASP offer a range of core benefits for staff including:
30 days paid annual leave per annum, plus Bank Holidays
An additional day of paid leave per year on your birthday
Opportunities for Volunteering & CPD days each year
Opportunity to request flexible working arrangements, including compressed hours
Contribution to annual eye test, eyeglass purchase, and flu vaccination
Access to discounts across the Southbank Centre site; including free/discounted reciprocal access to participating galleries & museums in London & the UK
Applications are welcomed from applicants who wish to apply for a position based on a flexible working arrangement. Should a candidate be successful after the interview stage, any reasonable requests will be reviewed and be sought to be accommodated within the needs of the role. All appointments are subject to proof of right to work in the UK, references and a 3-month probationary period.
About NASP
The National Academy for Social Prescribing (NASP) is a registered charity and company limited by guarantee. Our goals are to promote social prescribing and to bring about a social revolution in wellbeing, as set out in the NASP Strategic Plan.
To learn more about our organisation, partners, and social prescribing, please visit our website.
Our working culture values flexibility, wellbeing, and collaboration. We are committed to creating an inclusive workplace and supporting our staff to work in ways that suit both their roles and personal circumstances, fostering an environment where everyone can thrive and contribute to the success of the organisation.
Inclusion at NASP
We particularly welcome applicants from global majority and LGBTQIA+ communities, those with lived experience relevant to social prescribing, and those who identify as disabled and/or neurodiverse.
As a Disability Confident Employer we guarantee an interview to candidates who identify as disabled and opt into the ‘Guaranteed Interview Scheme’ on our application portal, provided they meet the minimum essential criteria for the role.
We are committed to creating a fair, accessible and supportive recruitment process, and to removing barriers wherever possible. We will consider reasonable adjustments at every stage of the recruitment process to support individual needs. Adjustments will depend on your specific circumstances and request, but may include:
Flexibility with interview times and formats and locations
Providing application materials in alternative formats
Accepting applications in alternative formats including video or audio
If you require adjustments, an alternative method of application, or would like to discuss your needs, please contact us and we will be happy to support you.
How To Apply
To apply for this role, please follow the link to our application portal. You will be required to upload your CV and covering letter only, outlining how you meet the requirements of the role and person specification. Please note that any additional files (such as reports) will not be considered during shortlisting.
To support us with monitoring our Equal Opportunities Monitoring, we ask also all candidates to complete our Equal Opportunities form. Your responses will not be shared with the panel or used to make any recruitment decision.
The deadline to apply is 9am on Monday the 13th of July.
First stage interviews will be held on Wednesday the 29th & Thursday the 30th of July 2026. You will be able to indicate on our application portal whether you will be available or unavailable during this period.
For more information on the role, please email any questions to us via the email on the job description document. We look forward to hearing from you about the role of Data and Systems Officer.
Job Description & Person Specification
Purpose of This Role:
This key support role will work with colleagues across the organisation to ensure NASP’s data and key systems, including our CRM (Microsoft Dynamics 365), dashboards and databases, are effective, accurate, and useful. This includes improving data capture, enabling consistent reporting, and ensuring that quality data can be used to support organisational priorities.
The role will support colleagues to use systems confidently and understand data requirements, providing analytic solutions that meet the needs of the organisation, and identifying where practices and systems can be improved.
The role will sit within the wider Operations team who oversee the core business and operational functions of NASP, including Finance, HR, Governance, Project Support, Administration, and Logistics. As a member of this team, the role will provide general administrative support to NASP programmes, liaising with our CRM support provider (Chorus) and IT provider (Logicata) to act as an essential bridge between internal colleagues and these external technical experts.
As NASP continues to develop its membership and training offers, the Data and Systems Officer will support the growth of this work, ensuring that systems and data flows are aligned, and leading on the technical management of data within these systems. The role will also support teams with reporting and evaluation, making effective use of NASP’s data.
This is an ideal opportunity for a proactive and highly organised individual with excellent data management, administrative, and technical skills (particularly working with CRMs) to support across the range of NASP’s programmes and projects, as well as development of new systems and processes.
Person Specification:
Essential
Knowledge of the VCFSE sector and/or Social Prescribing
Good working knowledge of CRM systems, preferably Microsoft Dynamics 365 (including technical skills)
Experience of administrating/managing membership systems or other databases
Knowledge of GDPR and other Data compliance requirements
High-level numeracy, logical reasoning, accuracy and attention to detail
Desirable
Comfortable working with large, complex data sets and identifying trends and data quality issues
Strong Microsoft Excel skills, and experience with data visualisation tools
Experience in the charity, health, or public sector
Ability to work within a busy environment and effectively prioritising and managing own workload
Ability to manage working relationships with external partners & providers
Experience in training & upskilling colleagues (particularly in data management, systems & processes)
Affinity with NASP’s Values as defined in the NASP Strategic Plan
Responsibilities:
CRM and Systems Management
Ensure colleagues across the organisation are effectively using the CRM (Microsoft Dynamics); as well as other key data systems, supporting with staff training and guidance, providing advice and support where needed to ensure the team feels positive and confident using them in their day-to-day work.
Undertake regular reviews & audits of data stored on the CRM to amend errors (e.g. duplicate records), and identify gaps or areas of concern, ensuring a smooth user experience.
Work closely with our CRM support provider (Chorus) to manage any support requests and technical errors, undertaking any updates, fixes and developments to the system where required.
Proactively identify any CRM and wider system processes that can be improved or developed, working with NASP colleagues to ensure the CRM is being effectively integrated into their work.
Working with the Strategic Project Manager, undertake regular contract reviews with our CRM provider to ensure value for money and quality of service.
Data Management
Oversee NASP’s Data inbox, responding to enquiries and escalating concerns or risks.
Working with Director of Operations to proactively support NASP to meet data compliance; to identify any data risks and to mitigate these, including gaps in data capture or poor system use.
Present data through reports and produce insights to support NASP’s evidence, evaluation and reporting needs (e.g. for grant funders, programme evaluation or trustee board reports).
Work with NASP colleagues to improve how data is used in their work, building good data habits across the organisation.
Identify and address common issues in how documents and information are managed across the organisation, ensuring standards are maintained consistently across NASP.
Systems Integration
Work with colleagues to support the ongoing development of NASP’s Membership & Training offers, by ensuring the data and systems that support this work are effective.
Support colleagues with effective data use to track the engagement, activity and growth of key networks and communities.
Provide administrative support to establish and develop any new systems, working with colleagues and external providers as needed, ensuring that data flows between existing systems are aligned.
Work closely with the Communications team to ensure the NASP website supports the capture and flow of data effectively.
Liaise with our IT provider (Logicata) for anything relating to the Microsoft suite, including technical support.
General
Take a proactive approach to support and lead administrative reviews / efficiencies across the organisation, ensuring consistency of approach.
Work with teams across the organisation to help ensure we are delivering business objectives.
Support the Communications team and other colleagues in managing NASP shared mailboxes, including deputising for colleagues where necessary.
Support the Operations team in the ongoing maintenance of business, finance and project management processes & systems.
Reporting To: Strategic Projects Manager (International, Arts & Grants)
We support communities and organisations through social prescribing so that more people across the UK can enjoy better health and wellbeing.
The client requests no contact from agencies or media sales.
The Royal College of Ophthalmologists (RCOphth) is a membership organisation and the voice of the profession, with over 4,750 members in the UK and overseas. Our role is to champion the specialty, set standards of training and practice, and influence change to make a difference to the lives of patients with eye conditions.
Job Purpose
The Director of Finance and Operations plays an important role within the College, providing strategic leadership, oversight and development of a portfolio of corporate support functions. This includes finance, membership, HR, IT and facilities.
This role has responsibility for a team of 8 members of staff and also forms a key part of our Senior Leadership Team, taking corporate responsibility for the overall direction and operational management of the College.
Main responsibilities
1. To lead the strategic and operational management of our finance function
Provide strategic leadership and quality assurance for the annual budgeting and forecasting process, delivered by the Financial Controller and finance team
Review and challenge monthly management accounts, forecasts and financial performance reports prepared by the Financial Controller, working closely with budget holders
Present financial reports and analysis to the Finance Committee and Board of Trustees to underpin informed discussion and decision-making
Oversee, develop and maintain effective finance systems to reflect best practice and to help ensure timely and accurate figures
Provide assurance to the Chief Executive and Trustees that appropriate systems and controls are in place to ensure compliance with statutory and regulatory requirements
Provide executive oversight of the annual audit and statutory reporting process led by the Financial Controller, including the production of the annual report, working closely with auditors and ensuring that any management control points are implemented promptly
Lead trustee engagement on investment strategy and monitor investment performance
Support the operation of the College’s trading subsidiary
Co-ordinate the College’s use of restricted funds, ensuring compliance with contractual terms.
2. To foster individual and organisational development
Monitor and develop our organisational culture, championing our values at every opportunity
Empower staff and teams to actively inform the direction of the College and our activities
Oversee the delivery of our equity, diversity and inclusion strategy, evaluating progress against key metrics
Support the implementation and delivery of our new strategy from 2027.
3. To oversee other areas of our corporate support function
Oversee our membership strategy to support sustained growth, identifying new opportunities to develop our offer to UK and international members
Lead on operational and contractual efficiencies and service improvement programmes including IT and facilities management, ensuring the smooth running of the organisation, raising productivity, and delivering value for money
Oversee all aspects of our HR function, including learning and development, in line with our values and behaviours framework, and new organisational strategy from 2027.
Oversee the robust management of risk, data protection, and health & safety compliance.
4. To lead the department
Lead and support the team, including through the identification and delivery of professional development opportunities
Establish individual and team objectives linked to our strategic priorities, monitoring and holding colleagues to account for delivery
Share key updates with the team on a regular basis and champion the department’s work internally
Ensure rigorous financial management and long-term forecasting to ensure departmental and College-wide sustainability
Support and provide strategic insight to committees, including the Board of Trustees and Finance Committee
Establish appropriate structures and processes to drive forward key projects, including collaborative working across the College and evaluating success against identified metrics.
5. To be an active member of our Senior Leadership Team (SLT)
Provide leadership and support across the organisation, ensuring consistency of operation, high standards of service and driving a one-team approach
Agree organisation-wide policies and procedures and ensure their correct implementation
Assume corporate responsibility for trustee and senior leadership decisions
Role model our organisational values and behaviours at every opportunity
To undertake other duties as required:
Undertake any other reasonable duties as required by the Chief Executive
Some travel may be required, including attendance at our annual congress. Working outside normal hours may also be needed from time to time on key projects
Person specification
Knowledge, Qualifications and Experience
A CCAB-qualified accountant, with at least five years of experience in a senior leadership role
Detailed knowledge of charity financial management, budget preparation and reporting, risk, GDPR and health and safety
Experience of leading successful growth, such as through the delivery of a membership or fundraising strategy, alongside high levels of organisational productivity and efficiency
Experience of delivering against challenging performance targets, and of managing others to do so
Experience of HR, IT and Facilities management
Skills and Abilities
Ambitious, dynamic, values-driven leader with established leadership skills and emotional intelligence
Successful track record of achieving results in a leadership role
Strategic thinker with excellent attention to detail and a willingness to adopt a hands-on approach when required
Ability to present and write clear reports for non-financial managers, trustees and committee members
Highly developed influencing, persuading & communication skills
Sound understanding of systems management, including accountancy software and CRM
Ability to innovate, recognise challenges, analyse problems and apply effective solutions
Personal Qualities (Attributes)
Commitment to equity, diversity and inclusion and understanding of how this applies to own area of work
Commitment to own continuing professional development
To champion the specialty and improve the health of those with eye conditions
The client requests no contact from agencies or media sales.
Involve Northwest is an innovative, community-based organisation with an approach that is grounded in our core belief that the services we offer are free, confidential, and are motivated for public benefit, and not profit.
Job Title: Chief Executive Officer (CEO)
Location: The Community Village, Rock Ferry, and the Wirral community.
Working Pattern: 35 Hours per week (to be discussed)
Salary: £70,000 - £75,000 per annum (FTE) Depending on experience
Reporting To: Board of Directors
Responsible For: Operations & HR Director, Finance Manager and supporting Consultants.
This role is subject to a DBS check and subscription to the update service in line with the internal Safer Recruitment Policy.
Core Responsibilities
Lead the organisation, establish its standards, and represent it as the public face and ambassador.
Serve as the organisation’s figurehead while strengthening and expanding relationships with commissioners and key stakeholders.
Define the strategic direction in collaboration with the Board of Trustees.
Implement the strategic plan and drive sustainable organisational growth.
Provide strong financial leadership, including budgeting, forecasting, income generation, and asset management.
Prioritise and advance the diversification of funding streams with overall accountability.
Ensure effective risk management and regulatory compliance including GDPR, H&S, Safeguarding, Charity Governance.
Build and develop a strong workforce while fostering a unified, one-team culture.
Leadership And Managerial Responsibilities
Lead the organisation, providing direct line management to the Operations and Human Resources Director, Finance Manager and Consultants.
Deliver strong, visible leadership across the organisation.
Accountable for shaping, influencing, and delivering both internal and external operational strategies.
Maintain strategic oversight of existing contracts and services, ensuring effective delivery and performance.
Develop, monitor, and review key operational resources, including business plans, business continuity plans, and risk registers.
Strategic Responsibilities
Scope and drive forward funding & partnership opportunities in support of sustainability and growth.
Grow Involve Northwest’s network of commissioners and strategic/mutually beneficial partnerships.
Identify the opportunities for collaboration and diversification.
Consider the organisation, its destination and routes to that destination with ‘out of the box’ thinking.
Reviewing all aspects of service provision and the roles of Involve Northwest personnel.
Oversee management of Involve Northwest assets, including any buildings.
Assist in identifying new premises and the basis upon which they are occupied (purchased/leased) in the context of Involve Northwest’s needs.
Lead on organisational change; provide governance around internal resources, communication and marketing, and growth.
Lead on all funding opportunities, including the scoping and writing of bids and responses to tender invitations, expressions of interest and soft market testing as appropriate.
Overseeing Involve Northwest’s communication and marketing strategy.
Partnerships Management
Involve Northwest is predominantly funded through contracts with central and local government. The successful person will interface directly with funders and commissioners, managing those relationships and attending contract meetings where appropriate. Attend external meetings/groups and act as the ‘face’ of the organisation, in collaboration with the Management Team.
The role will focus on growing Involve Northwest’s influence within our network of commissioners and strategic/mutually beneficial partnerships to secure future commissions in new delivery themes or areas in the Northwest that align with our strategy and vision.
You would also be expected to identify, explore, and develop new partnerships outside Involve Northwest’s traditional stakeholders with organisations in both the public and private sectors.
This role profile is not exhaustive and is subject to review in conjunction with the post holder and according to future changes/developments within the Company.
Company Duties and Responsibilities:
Evaluate and work in line with statutory requirements and company policies and procedures, including ISO9001:2015, the Companies Act, Charity Law and UK GDPR.
Work to Involve Northwest’s Safeguarding procedures.
Represent the charity in the best manner.
Demonstrate a commitment to the vision, values, and strategic aims of Involve Northwest.
Maintain high standards of professionalism and keep abreast of current legislation, standards, best practice and maintain a focus of continuous improvement.
Work within Involve Northwest’s practice standards.
Person Specification – Essential
Experience
Significant experience in a senior management role.
Development of a strategy with a proven record of implementation, tracking and monitoring progress.
Experience in securing year-on-year sustainable funding.
The ability to link operational delivery with the strategic plan to achieve its stated objectives.
Track record in delivering business change.
Risk management, business continuity and disaster recovery planning and testing
Working with commissioners/grant funders at senior levels.
Significant experience in overseeing bid/tender writing at an operational and strategic level, with the ability to present at all levels and deliver reports as required.
Strong decision-making skills.
Budget management experience.
Developing communication and delivery strategies.
Working in the third sector would be useful but is not essential.
Knowledge and Skills
Excellent people skills, including communication, relationship building and emotional intelligence.
Proven track record in change management.
Problem-solving, planning skills and innovative thinking.
The ability to implement strategies to meet the organisation’s goals agreed with the board of directors.
Understanding the importance of excellent employee management and have the ability to motivate.
Excellent organisational skills, results-driven, with a clear focus on outcomes.
Consider the organisation, its destination and routes to that destination with ‘out of the box’ thinking.
Personal Attributes
Innovative thinking.
A belief in the Organisation’s service delivery and objectives.
Enthusiasm and a catalyst to motivate others.
Be a visionary for the organisation and lead by example
Good communication skills with excellent people skills
Be compassionate and empathetic and have a high level of integrity.
The ability to deliver honest feedback in a direct but emotionally intelligent way.
Act with integrity and respect when working with all clients, agencies, and individuals.
Flexible, adaptable, and an excellent active listener.
Be a team player with an open and honest manner and be able to build effective relationships.
High level of personal resilience concerning workload and ability to discharge tasks.
Excellent organisational skills, hard-working, results-driven, with a clear focus on outcomes.
As a community-focused employer who values the health and well-being of our employees, Involve Northwest encourages a positive work-life balance and actively supports our staff so they can better support the community.
We offer a range of benefits to fulfil this, including:
· 25 Days Annual Leave plus Bank Holidays
· Birthday Day Off
· Company Pension & Health Cash Plan (eligible after 3 months)
· Extra days of annual leave for service loyalty
Please note this role is subject to a 6-month probation period, 2 satisfactory references, right to work and DBS check.
Involve Northwest is committed to the welfare and safety of all individuals, particularly those who are vulnerable or at risk. We recognise our responsibility to protect the well-being of children, young people, and adults who may come into contact with our charity and its projects. We have a clear Safer Recruitment Policy in place, which is applied to all staff, including third-party individuals and volunteers.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
The COO will translate BLiM's mission and strategy and ensure its well-run, properly resourced, with its ambitious day-to-day delivery. You will free the CEO to focus on strategic leadership and external influence by owning operations, people management, financial oversight and internal systems.
The COO will be a senior leader who shapes organisational culture, makes operational decisions, manages complex stakeholder relationships and drives the performance of a passionate, high-commitment team. You will be the person the organisation looks to when it needs clarity, stability and momentum.
The COO joins at a moment of leadership transition following the departure of BLiM's co-founder and Director of Operations.
Why Join Us:
Black Lives in Music (BLiM) is a not-for-profit dedicated to advancing racial equity across the UK music industry. We amplify the voices of Black artists, music professionals and communities; drive systemic change; and hold the industry accountable for meaningful progress. Through research, advocacy, programming and strategic partnerships, BLiM creates the conditions for Black talent to thrive.
BLiM has published ground-breaking research including the Being Black in the UK Music Industry report, produced the UK's first Black classical music festival in Classically Black, influenced government policy on live music licensing, and built a network of over 100 partner organisations across the four nations. BLiM is now entering a new phase of its development, with a strengthened leadership team, a Target Operating Model designed to carry the organisation beyond its founding era, and an ambition to become the UK's most influential voice for racial equity in music.
Person Specification
Essential
Significant experience in a senior operational leadership role, ideally as a COO, Head of Operations or Director of Operations in a charity, social enterprise or purpose-driven organisation.
Demonstrable track record of building and improving operational infrastructure: systems, processes, policies and ways of working that make organisations more effective and resilient.
Proven people management experience, including line management of senior staff, performance development, recruitment and team culture-building.
Strong financial literacy, including experience of budget management, grant compliance, financial reporting and working with a board finance function.
Experience of leading or supporting governance processes, including board reporting, risk management and compliance.
Excellent written and verbal communication skills, including the ability to translate complex operational information into clear, accessible reports and presentations for senior stakeholders.
A genuine, demonstrable commitment to racial equity and an understanding of the specific systemic barriers faced by Black professionals, artists and communities.
The emotional intelligence and interpersonal skill to lead with care, build trust quickly and navigate complex relationships under pressure.
The resilience and adaptability to thrive in a small, fast-paced, mission-driven organisation where the work is varied, the stakes are high and no day is the same.
Desirable
Experience of working in or with the music industry, creative industries or arts and culture sector.
Familiarity with Arts Council England funding frameworks, charity law and the regulatory environment for non-profit organisations.
Experience of implementing or managing a CRM system, project management platform or other operational technology.
Knowledge of equality, diversity and inclusion (EDI) frameworks and how to embed inclusive practice into operational systems and culture.
Experience of leading an organisation through a period of significant change, transition or growth.
An existing network within the UK music sector, creative industries or racial equity and social justice space.
At BLiM, we're interviewing on a rolling basis, so we'd encourage you to apply sooner rather than later!
To be considered for a first interview, please include a Cover Letter with your application. This initial conversation will be relaxed and informal, and we'll take you through the full interview process together so you know exactly what to expect at every stage.
To drive transformational, systemic change across the UK music sector, ensuring every person regardless of background.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
ROOTED FINANCE
Rooted Finance is a pioneering specialist debt and financial inclusion Charity based in London. We’re committed to making money and debt advice accessible, for everyone.
The people we work with come from all walks of life and so do we.
We employ advisers from all backgrounds, not just because it’s the right thing to do, but because we are the communities we serve. We provide quality debt and money advice services to help clients manage their finances and debts, protect their essential services; and safeguard their income and priority needs. Our services have never been more needed in an uncertain financial environment.
Rooted Finance is expanding its team and is looking for a full-time Money Guidance Officer. This is an exciting opportunity to join a dynamic and supportive team at a pivotal moment in our growth.
We are looking for someone who enjoys providing a first-class client satisfaction and support service. You will work closely with our Advice team to ensure clients are accessing support through engagement activities and that they are able to progress their debt advice journey smoothly.
You will be the interface for advisers to ensure documentation and tasks are completed in a timely manner or the clients you are supporting. The post-holder will need to be comfortable interacting with a variety of audiences – advisers, clients and partner organisations, and enjoy supporting people to progress through their advice journey.
You will have strong administrative, research and data skills, excellent communication and critical-thinking skills, and should be flexible and capable of working independently and as part of a team.
The post holder will be part of a small team and need to be a proven self-starter. The team language is English, and Rooted Finance is an Equal Opportunities employer.
JOB DESCRIPTION
Job : Title Money Guidance Officer
Salary: £28,000
Hours: 35 Hours per week
Benefits: 25 days annual leave plus bank holidays Day of leave on your birthday Additional day of leave for each year of service up to 35 days 3% Pension contribution stakeholder pension £200 home-office equipment allowance Costco membership. Employee Assistance Programme Hybrid and flexible working arrangements available and agreed according to business needs
Contract: Permanent/Fixed Term (subject to funding)
Location: Rooted Finance delivers primarily an in-person service, postholder will be required to attend outreach locations/RF office. Hybrid arrangement with remote working will be incorporated where possible based on business demands.
Purpose of the Job
Rooted Finance provides client focused and impact driven services. The ability to provide first class advisory and casework services that impact individuals, and the communities they live in, is fundamental to the way in which Rooted Finance provides transparent and evidence-based services.
RF is looking for a proven self-starter to support our advice services and preventative initiatives. You’ll be passionate about working with people and committed to delivering a high-quality community engagement and support program. You’ll be adept at delivering comprehensive support to individuals within diverse community settings.
You will be confident in working with community members to grow and develop projects to reach isolated individuals. Working flexibly across dates (including occasional weekend working), times and locations, responding to project and community needs as required.
The successful candidate will have excellent interpersonal skills and be able to work flexibly with clients. You will be meticulous in your work, especially when supporting clients and maintaining case records for continuity of ongoing support. You will be trained and expected to keep up to date with regards to legislation, case law and policy changes relating to debt and a working knowledge of welfare benefits as directed by Line Manager.
Training and development
Rooted Finance will provide internal and external training as appropriate. Continued professional development is fundamental to the values of Rooted Finance in building capacity amongst its team members.
Reporting
The post holder will report directly to the Advice Manager of Rooted Finance
Role Requirements
This role aims to address the additional barriers and needs faced by overindebted individual, ensuring they are supported in navigating these challenges and can focus on the debt advice process effectively. As a Money Engagement Officer you will work across our various community partners, delivering money mentoring support and income maximisation services to local communities with the aim of promoting financial resilience and wellbeing. You will also provide assist in collecting essential documents and information for advisers to progress their cases. You will maintain accurate client and project records and contribute/support Manager(s) with effective project monitoring and reporting. You will capture learning to share with project stakeholders to help inform Rooted Finance’s wider approach to financial inclusion services.
Key functions and impact of the role will include;
Outreach and Engagement: Actively engage overindebted individual through various outreach initiatives such as community events, workshops, and partnerships with local organisations to raise awareness about debt advice to encourage individuals to seek help early and facilitate this through practical 121 support.
Support and guidance: Provide ongoing support needs to keep people with money worries engaged in the debt advice journey. Often people struggling with money worries have additional barriers and needs, this role focuses on the 'support function' which will be available to help people navigate barriers so they can focus on the specialist debt advice needed and offered through Rooted Finance and other support services.
Referral and Collaboration: foster a cohesive relationship to build partnerships and to collaborate with debt advice services, community organisations, and other stakeholders to facilitate referrals and ensure a seamless transition into debt advice services. Maintain strong partnerships with service providers to enhance accessibility and support for individuals in need.
Empowerment and Education: Equip our services users by providing ‘digestible’ financial education, coaching, and advocacy to help them make informed decisions, improve their financial literacy, and build long-term financial resilience. Data Collection and Reporting: maintain accurate records of all outcomes, advocacy and support provided to all individuals, diligently record outcomes to track the effectiveness of the triage process and measure the impact of the engagement efforts on increasing access to debt advice and other services.
Duties & Responsibilities: The main duties will include
1. Work closely with RF advice team in identifying client’ needs to work together to implement a holistic approach to supporting individuals.
2. Manage a joint caseload with debt advisers to ensure successful engagement in the debt advice journey, monitor progress and maintain diligent records across all systems
3. Working closely with advisers to support their more vulnerable clients
4. Delivering both 121 and group sessions to build individuals’ financial knowledge and resilience.
5. Increasing the visibility and awareness of the advice services through external events and roadshows
6. Develop and maintain good working relationships with clients to facilitate engagement in debt advice journey by explaining and outlining what debt advice offers, support to engage in attending debt advice appointment, follow up with obtaining required documents, make effective referrals for additional services and provide on-going support.
7. Draw up a personalised plan supporting clients to access and engage with the extensive range of support available in the community. Actively connect clients with a wide variety of services through signposting for additional help around health, wellbeing, housing, welfare, immigration, social support and financial advice.
8. Identify aftercare support to help individuals increase their ability around ongoing financial capability and literacy skills and to reduce further and future financial exclusions
9. Working with, and recruiting clients to, our Lived Experience Steering Committee
10. Provide one to one/group sessions to encourage and increase engagement in the debt advice service
11. Develop marketing and creative initiatives to promote and engage with service users to increase uptake in debt advice service and increase full journey completion.
12. Ensure all project monitoring requirements are adhered to and all learning (including risks and opportunities) is captured and recorded in a timely manner.
13. Perform consistent impact measurements on project components, including undertaking financial wellbeing checks before, during and after, beneficiary engagement with RF service in a non-intrusive manner
14. Actively participate in team meetings and work with colleagues and beneficiaries to further develop the project
15. Maintain effective communication between colleagues, stakeholders and beneficiaries at all times.
16. Undertake recommended and self-identified ongoing training and development to ensure gaps in knowledge/skills are acquired to meet requirement of the role and quality assurance processes in timely manner as directed by Supervisor/LM.
17. Work to an agreed work-plan, meeting targets on time and all required KPI
18. Work collaboratively to share good practice in performance and quality improvement with fellow advisers/wider team.
19. Ensure that all services comply with equal opportunities and other relevant policies and quality standards and good practice as outlined in organisational policies.
20. Ensure all work is fully compliant with Rooted Finance policies and procedures and Quality Standard
21. Ensure data protections regulations are adhered to and office procedures followed
22. Abide by all Health & Safety at Work Act procedures
23. Adhere to policy and procedures around safeguarding vulnerable adults at risk
24. Demonstrable understanding and application of the provisions of GDPR
25. Behave in a professional manner at all times
26. Act as an ambassador for Rooted Finance, reflecting the objectives and values, and to always work in the best interests of the charity.
Other 1. Undertake additional tasks as defined by Advice Manager of RF and senior management team.
PERSON SPECIFICATIONS
Qualification
Desirable: Educated to a degree standard or equivalent.
Essential: Relevant professional qualification (i.e.CMA Connect Money Mentor training)/ or equivalent gained through experience Evidence of continued professional development
Skills
Desirable: Excellent understanding of the principles and current best practice in debt, financial capability and financial inclusion.
Essential: Knowledge and understanding of the welfare benefit system and experience of advising customers on benefits.Understanding and commitments to the aims, principles, values and quality standards of Rooted Finance services. Awareness of, and ability to, understand and empathise with clients from a diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. Ability to use sensitive listening and questioning skills to get to the root of the issues and empower clients Ability to remain non-judgmental and apply active listening Ability to provide outstanding customer service Good communications skills – including written and personal presentation skills. Ability to give and receive feedback objectively and sensitively, and work as part of a team and be open to learning from others. Ability to manage own time and meet deadlines.High standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information Knowledge and experience of using case management systems to maintain accurate records Working in a small team and autonomously, experience of working in client facing role. A commitment to continuous professional development, including a willingness to develop knowledge and skills in advice topics
Experience
Desirable: Experience of supporting and guiding junior team members (volunteer/trainee team members)
Essential: Experience of working directly in a community setting such as adult health and social care, learning support or information and advice settings Experience of gathering, providing and disseminating complex and sensitive information Experience of liaising with partner agencies; Excellent communication, negotiation and organisational skills; Commitment to working flexibly across all RF services, including evenings and weekends (TOIL applied)
OTHER:
This role will be subject to an enhanced DBS check Rooted Finance is registered with the Information Commissioner's Office and will process your personal data in accordance with the General Data Protection Regulation and Data Protection Act 2018. Please refer to our online Privacy Policy for more information on how your personal data will be processed and stored. This job description and personal specification does not form part of any contract.
The client requests no contact from agencies or media sales.