Records management officer jobs

About OCD Action:

We have a vision of a time when OCD is well understood, and everyone gets the treatment and support they need when they need it. With the OCD community, we are fighting for this. Until that day arrives, our aims are:
1) that everyone affected by OCD has access to the high-quality support, information and guidance they need to enable them to access the right treatment;
2) that no one affected by OCD feels that they must face it alone.
To do this we raise awareness of the reality of living with OCD and its treatability, provide a helpline, over 50 support groups, online forums and a range of youth services.

About this role:

This new role has been established to ensure the effective planning, co-ordination and delivery of our three key events over the next year:

• our National Conference
• our Carol Service
• our spring fundraising event.

As a successful Senior Events Officer you will work with people from across the charity, from Trustees to experienced administrators. You will build and maintain strong working relationships with a wide range of stakeholders, including our small staff team, trustee Board, event speakers and suppliers. You will act as a key liaison for speakers and attendees ensuring all are left with the highest opinion of OCD Action. You will have a track record of managing event logistics, and be confident in developing event project plans and risk management plans. You will have project management experience and a solutions-focused approach. Ideally you will have a good understanding of event ticketing and will previously have used a CRM system to manage relationships with event attendees. Through this role you will be key to OCD Actions work and to delivering our vision and strategy.

Working at OCD Action:

It is important that working with us works for you. This is why we have an attractive benefits package, including flexible working and hybrid working.

We believe that diversity drives improvement and creativity. This fosters the environment needed to ensure we can do and be the best we can for the OCD community. We actively employ, and pro-actively seek to employ people with lived experience of intersectional disadvantage.

If you are passionate about being part of a movement for change for those impacted by OCD, we encourage you to apply. Please complete and return the application form by ....

We’re an award-winning charity running local learning centres in the heart of the communities where the young people we support live. Our centres provide a high impact education programme which includes practical learning support, pastoral care, and motivational and confidence-building activities for young people aged 7-18. Our aim is to enable students from the least advantaged neighbourhoods to realise their ambitions and achieve their wonderful potential.

As the UK’s leading university access organisation, our staff team is helping 56,000 young people each year at its 45 learning centres and extension projects across England and Scotland, and we plan to scale-up our provision to 50 centres over the coming years.

We are looking for an experienced Philanthropy Manager (maternity cover) to join our high-performing and talented fundraising team, all of whom have a genuine passion and enthusiasm for our mission to support young people achieve their ambitions.

We have a fantastic and diverse range of philanthropic supporters - from key individual donors through to major philanthropic trusts. As a manager in the Philanthropy team, you will have the opportunity to play a key role in managing and stewarding our current partnerships, and securing new supporters in order to meet and exceed our ambitious fundraising targets. 

The role at a glance

Contract: Fixed-term maternity cover contract (until August 2026). This role can be either full-time or part-time (0.8 FTE) - responsibilities will be adjusted proportionally for part-time candidates.

Start date: As soon as possible, as agreed with candidate

Working hours
09.00 - 17.30

We are a delivery organisation providing frontline educational services for young people. We are an organisation with team members at different stages of their career, including many in their first roles: We are committed to nurturing talent and
providing a developmental culture for all. Our team works in-person 4 days per week with the option of 1 day working from home.

Purpose of the role

As the Board Secretary to the Board of Trustees, you will be responsible for administration support, diary management and meeting organisation of the Board and Board Committees including being responsible for the compiling and distribution of Board packs by co-ordinating input from relevant staff.

Administration support will include assistance with developing and recording annual workplans, minute-taking, action management and support with forward planning for meetings and key events. You will take ownership of the annual meeting schedule and calendar of Board and Committee meetings; you will also be responsible for organising other trustee and CEO related meetings at the discretion of the Chair of the Board.

As Executive Assistant, you will provide high quality administration support to the CEO and Senior Leadership Team (SLT), to ensure the smooth operation of CEO and SLT responsibilities and co-ordinating efforts of various parties to ensure completion of key tasks and actions. 

You will have significant experience of providing accurate proactive and responsive administrative assistance to senior staff and be able to demonstrate experience of developing and managing effective administrative systems.  Additionally, the ability to build and maintain trusted relationships through professional engagement and communication skills, both written and spoken, that are effective, empathetic and adaptable to different situations are key to this role.

You will be highly organised and responsive to others in a way that is both timely and professional, with well-developed time management skills and able to evidence completion of activities. A high level of accuracy and attention to detail is critical to this role, as is the ability to handle sensitive and confidential information with care and integrity.

Key responsibilites

Board Secretary 

• Develop and maintain annual workplans for the Board and Committees in conjunction with the Chair of Trustees, Committee Chairs, CEO and SLT to ensure agendas are structured and tasks are delivered and completed.

• Set Board and Committee meeting dates in conjunction with the CEO and Chair and organise all meetings which may be in person, online or hybrid.

• Produce Board and Committee meeting agendas in liaison with CEO and SLT, ensuring that committee and board workplans are adhered to, and action logs followed up in a timely manner. 

• Co-ordinate the collation of Board packs with input from SLT, the Governance Manager and other members of the Extended Leadership Team to support the agenda items.

• Oversee the timetable for production of Board packs and using the board portal (Team Engine), distribute agendas and the Board pack for all board and committee meetings on a timely basis. 

• Clerk all board and committee meetings, producing minutes and action logs in a timely fashion and ensuring they are signed off by the CEO, SLT lead and Chair. 

• Keep the board portal (Team Engine) up-to-date with meeting papers, policies and other relevant documents. 

• Administer all board appointments and reappointments, producing the induction plan and checking all paperwork is complete to ensure compliant appointments. 

• Support the production and delivery of Board business including the Annual Report and Accounts, recruitment and selection of trustees, and Board development activity where required. 

• In conjunction with the Company Secretary and Governance Manager, ensure adherence to submission with various regulatory and statutory documents to Companies House and the Charities Commission.

• Liaise with the Governance Manager and Chair on the administration of compliance and governance matters related to the Board and longer-term Board projects e.g. skills audits and Board development.

Executive Assistant 

• Provide proactive and responsive administrative support at an executive level to the CEO and SLT, including diary management and ad hoc administration tasks. 

• Develop, plan and maintain an organisational calendar and scheduling meetings and events in a co-ordinated and manageable way. 

• Liaise with SLT to plan an appropriate schedule of work for the organisational calendar to maximise collaboration and the efficient use of time and resources. 

• Provide executive and secretarial support including action logs at the weekly SLT meetings in an efficient and effective way e.g. using note taking software.  Assist with following up actions and meeting outcomes by the agreed deadlines. 

• Collate and distributing of agendas, actions and annual workplans for the SLT meetings in a timely manner. 

• Organisation and administrative support of charity wide events including internal quarterly whole organisation meetings, both in-person and virtual, to ensure the smooth and efficient running of these events. 

• Lead on the organisation and administration of specific project or task groups to ensure that agreed targets, objectives and deadline are met. 

General 

• Build awareness of the charity’s purpose through building strong and effective relationships with external stakeholders. 

• Be prepared to travel across the region and, on occasion, to other sites and national meetings as required. 

• Willingness to undertake continuous development and training for the role, including mandatory Day One and role specific training. 

• Additional ad hoc duties as and when required. 

What we’ll need from you 
We are looking for a highly organised, proactive, outcome focussed person. You will enjoy being autonomous while working to a plan and to deadlines. You will be capable of producing accurate work and having an eye for detail. You will have excellent communication skills and be able to work with a wide range of people. 

Who you’ll be working with 

You will be part of our Finance and Resources team and report directly to our HR Manager. Your day-to-day working relationships will be with the CEO, Senior Leadership Team and Board of Trustees. 

How to apply 

If you think you could be the right person to fulfil the exciting responsibilities of this role, please apply. Or if you wish to speak to someone about the role in more detail first, please refer to the attached recruitment pack for full contact details.

Please also be aware that we use anonymous recruitment methods when submitting shortlists for all our roles and we only work with organisations that are happy to engage with us in this way.

Closing date: Midnight Sunday 10 August 2025 

First round interview date (virtual): W/C 18 August 2025 

Second round interview date (in-person): W/C 25 August 2025 

**Please note: Hybrid (1dpw, flexible) with regular hospice presence (Birmingham)**

Supporting over 750 children and nearly 1,000 families annually, Acorns Children’s Hospice is a vital lifeline for families across the West Midlands and Gloucestershire during unimaginably difficult times.

Palliative care for children aged 0–18 is delivered at Acorns’ hospices in Birmingham (serving Birmingham and Warwickshire), Worcester (serving Herefordshire, Worcestershire, and Gloucestershire), and Walsall (serving the Black Country and parts of Staffordshire and Shropshire), as well as in family homes and other community settings. Acorns’ holistic, tailored approach is designed to meet each child’s clinical, emotional, cultural, religious, and spiritual needs.

Acorns’ Corporate Partnerships team is at a pivotal moment, with a growing income stream and a bold vision to hit £1M within two years. This brand-new role is a game-changing investment in new business. With a huge untapped market across the West Midlands and Gloucestershire, the potential for high-value corporate support is significant – and we’re looking for someone to help Acorns unlock it.

As Acorns’ first dedicated new business specialist, you’ll shape how they identify, approach, and secure high-value partnerships worth £40–50K+. You’ll be part of a supportive team and work closely with your line manager, the Senior Corporate Partnerships Manager – a detail-oriented and flexible leader who values autonomy, innovation, and progression. 

If you thrive on making things happen, enjoy research and relationship-building, and want to make a big difference quickly, this is the role for you. We’re looking for a proactive, confident fundraiser with a strong conversion rate and the energy to lead Acorns’ new business push.

As Corporate Business Development Manager, you will:

• Build and manage a pipeline of strategic new business opportunities across the West Midlands and Gloucestershire, focused on Birmingham/Black Country
• Lead on pitching, negotiating, and securing high-value partnerships (typically £40–50K+)
• Deliver tailored proposals and presentations backed by strong insight and storytelling
• Proactively network and represent Acorns in business communities, identifying where and how to bring in senior stakeholders
• Collaborate with the wider Partnerships team to ensure seamless handovers and outstanding stewardship from day one
• Monitor conversion rates and provide accurate forecasting and reporting
• Secure sponsorship for flagship and third-party events and support stock generation partnerships with retail​

Ideal skills and experience:

• Proven success in securing significant new business income in a charity fundraising team
• Strong prospect research, networking, and pipeline management skills
• Confident and credible communicator, comfortable with C-suite stakeholders and public speaking
• Creative thinker with commercial awareness and a solutions-focused approach
• Driven, self-starting attitude with the ability to work autonomously toward targets
• Flexible, agile, and happy to attend events and meetings across a wide region (with Birmingham/Black Country as a key focus)
• Passionate about Acorns’ mission and excited to help shape the future of our corporate income

Employee benefits

• 27 days annual leave plus bank holidays (From April 2026: 5 day holiday buyback scheme) 
• 7.5% employer pension contribution
• Life assurance scheme (2 x annual salary)
• Retail discounts (including the Blue Light card)
• Cycle to work scheme
• Discounted gym membership
• Access to expert financial health and wellbeing support

MAIN PURPOSE OF ROLE:  

We are looking for a Data & Impact Manager with a minimum of 2 years’ work experience to lead, manage and ensure the effective day-to-day execution of DanceSyndrome’s Data & Impact work. You will lead on data collection and gathering impact and evidence through a number of different tools from various Stakeholders and analyse and interpret the results to inform Organisational Strategy and Operations. The role will assist to embed DanceSyndrome’s Evaluation Framework, which has an emphasis on the Five Ways to Wellbeing. 

1. POSITION IN ORGANISATION: Reporting to Head of Community 

2. SCOPE OF ROLE:  

1. Monitoring & Evaluation (100%) 

Part 3: MAIN DUTIES & KEY RESPONSIBILITIES 

Responsibilities – Monitoring & Evaluation duties:  

• To develop a robust data collection system for DanceSyndrome on an annual basis.
• To develop & implement flexible, user friendly monitoring and evaluation tools to gather impact & evidence from different stakeholders (e.g. beneficiaries who are people with learning disabilities, parents & carers, wider eco-system of partners and supporters).
• To ensure data is collected in ways that are accessible and co-designed, so that people with learning disabilities can help shape how their views and experiences are gathered and shared. This includes using creative and inclusive tools that reflect DanceSyndrome’s values of equality, respect, and inclusion.
• To ensure we use a consistent and streamlined approach to gathering data.
• To work collaboratively around data collection 
• To have full oversight of all surveys and findings
• To update surveys as required e.g. where there is a gap in data collection
• To fulfil all funder requirements regarding data collection and reporting and to work closely with the Fundraising Lead and Communications Manager on this.
• To capture our daily activities & participation numbers (Including events) and filling in external data forms for our partners, for example Caritas Care. 
• To share key learning and results with the wider team for organisational strategic development, funding applications and reports, relevant press and marketing materials.

Part 3b: OTHER DUTIES 

• To undertake any relevant training as required by the charity. 
• To follow all relevant charity policies and procedures. 
• To contribute to the strategic development of the organisation by contributing at team meetings, writing a report for the Board on a quarterly basis and engaging with any other related work. 
• To fulfil any other tasks requested by the Managing Director or the Board in order to support the continued development of DanceSyndrome. 

We particularly welcome applicants from Global Majority, People with Disabilities and Older People to apply for this role.

The Development Team at The BRIT School is focused and experienced, with colleagues having worked in award-winning not-for-profits and national arts centres. Consisting of the Director of Development and colleagues focused on Corporate, Philanthropy, Trusts & Grants, the Team’s work is supported by a strong Senior Leadership Team and motivated Board of Trustees. 

With current / recent institutional funders including Garfield Weston Foundation, Leverhulme Trust, Arts Council England, Dr. Martens Foundation and Andrew Lloyd Webber Foundation - amongst many others - it is an exciting and unique organisation, bringing together world-class education with the creative industries. 

This is an exciting time to join The BRIT School team, as we continue to build on our successful trusts and grants programme and the momentum of recent years. 

Joining us as Trusts & Grants Officer, you will be at the heart of our efforts to #keepBRITspecial, helping the School to realise its plans and ambitions.

We are looking for someone who has a passion for the ethos and ambition of The BRIT School.

As a member of an impactful team, you’ll have the autonomy, responsibility and freedom to bring your own creativity, drive and skills to the role, and to make an impact… not only on our fundraising ambitions, but on the lives of the young artists we support.

We would welcome candidates who are looking to move into trusts fundraising from other fundraising backgrounds, or relevant sales environments. We are supportive of - and happy to consider - flexible working arrangements, including hybrid/home working.

The BRIT School is committed to Equality, Diversity and Inclusion, which is the bedrock of our ethos and values. 

We look forward to receiving your application, and we hope to meet you soon.

This is a new post and an exciting time to join The BRIT School team, as we continue to build on our successful corporate partnerships programme. 

Joining us now as Philanthropy Officer, you will be at the start of our efforts to build on this momentum, helping the School to realise ambitions as we launch our new Five Year Strategy.

We are looking for someone who has a passion for the ethos and ambition of The BRIT School. As a member of a focused and growing team, you’ll have the autonomy, responsibility and

freedom to bring your own creativity, drive and skills to the role, and to make an impact… not only on our fundraising ambitions, but on the lives of the young artists we support.

We would welcome candidates who are looking to move into corporate fundraising from other fundraising backgrounds, or relevant sales environments; we're also open to people at the start of their fundraising career. We are supportive of - and happy to consider - flexible working arrangements, including hybrid/home working.

The BRIT School is committed to Equality, Diversity and Inclusion, which is the bedrock of our ethos and values. 

We look forward to receiving your application, and we hope to meet you soon.

Pembroke College, Oxford, is seeking to appoint a Donor Relations Officer to play a pivotal role in its fundraising and stewardship programme. This is an exciting opportunity for a motivated individual with excellent communication and organisational skills to contribute to the long-term development of one of Oxford’s most forward-looking Colleges.

Founded in 1624, Pembroke is an inclusive and dynamic College based on a central site in Oxford that joins award-winning new developments with historic quadrangles. The College has ambitious fundraising goals to support scholarships, academic posts, buildings, and other key priorities.

The Donor Relations Officer will work closely with the Development Manager and Development Director to devise and implement a comprehensive stewardship strategy for Pembroke’s major donors. The role involves producing bespoke donor reports, drafting proposals and gift agreements, coordinating stewardship events, and ensuring that donors receive appropriate recognition and communications. The post-holder will liaise closely with the Finance, Academic, and Communications teams, as well as Fellows, staff, and students, to ensure accurate and impactful donor reporting.

This role offers excellent professional development opportunities and would suit someone with a background in alumni relations, fundraising, customer relations or a related field. The successful candidate will have excellent writing, project management and interpersonal skills, be proactive and detail-oriented, and able to manage confidential information with discretion.

Benefits include membership of the University staff pension scheme, 30 days of annual leave, free lunches during working hours when the College kitchens are open, and training and professional development opportunities.

Role Overview

The Donor Relations Officer role focuses on stewardship and proposal writing.  This involves devising a stewardship strategy for major donors, producing reports for donors, and drafting proposals and gift agreements for prospective donors. The post-holder reports to the Development Manager.

Key Responsibilities

The main duties to be carried out by the post-holder include:

Stewardship

• Working with the Development Director and Development Manager, create a stewardship strategy for all major donors, ensuring that everyone receives annual reports on their giving and the appropriate level of recognition.
• Work with the College’s Finance team to obtain annual reports on the status of restricted and endowed funds for inclusion in stewardship reporting.
• Take ownership of the College’s stewardship groups for major donors, namely the Foundation Fellows, Sheppard Circle, and Master’s Circle.  Liaise with the Senior Alumni Relations Officer to create and deliver events for members of these groups and devise ways to further our relationship with them individually and collectively.
• Work with the Accounts Office and Academic Office to ensure that restricted funds are used in accordance with their purpose and to track and report on progress to donors in line with relevant gift agreements and pledges.
• Ensure donors receive appropriate recognition in all relevant College publications and other media and work in close collaboration with the Communications team to ensure donors receive relevant College and Campaign communications.
• Work with the Development team, Communications team, and others in College to create an annual report demonstrating the impact of philanthropy at Pembroke for distribution to donors to the College.
• Identify opportunities to publicise the impact of philanthropy at Pembroke through multimedia communications and digital platforms (e.g., videos, newsletters, digital campaigns).
• Once the programme is established there may be opportunities to undertake face-to-face stewardship meetings with donors.

Proposal writing

• Support the Development Director and Development Manager in drafting bespoke proposals for major donor prospects.
• Assist in the production of fundraising documentation to appeal to potential major donors.
• Make effective use of donor records to ensure proposals and reports are data driven.
• Draft gift agreements for major donors.

Internal collaboration

• Work collaboratively with the wider team and colleagues across Pembroke, supporting work outside your functional area where necessary.
• Build strong internal relationships with relevant stakeholders to ensure the stewardship programme is supported at the highest level.
• Work with Fellows, staff, and students to obtain reports and other stories relating to the impact of donor funding.
• To undertake such other duties as may be reasonably required by the Development Director, which may include travel and event attendance outside standard working hours.

The Senior Centre Manager will contribute to the day-to-day operations of Out of School Childcare & Play services at Camden Square Playcentre. Your responsibilities will be to create and retain a happy and committed staff team, lead them in delivering high quality play services that promote the children’s health and well-being, and assist in the development of new projects and services. As an experienced playwork manager, you will work effectively with stakeholders and develop positive relationships with parents/carers.

In return, we are offering the following package to the right candidate:

Job title: Senior Centre Manager

Salary: £38,000

Reporting to: Head of Operational Development

Direct Reports: Deputy/SENCo, Playworkers, sessional staff, volunteers, interns and placement workers

Hours: 35 hours per week, 52 weeks per year

Essential Requirements: Appropriate early years, childcare, education or playwork qualification at Level 3 or above

The Person We Are Looking For:

The Senior Centre Manager will take full responsibility for the operations at PACE’s Camden Square Playcentre. They will ensure that all services are delivered in a safe way, in accordance with all legal and regulatory requirements and support the delivery of the PACE policies. Their responsibilities will be to create and retain a happy and committed staff team, lead them in delivering high quality play services that promote the children’s health and well-being, and assist in the development of new projects and services. As an experienced playwork manager, you will work effectively with stakeholders and develop positive relationships with parents/carers.

To succeed in this role, you will have an appropriate early years, childcare, education or playwork qualification at Level 3 or above.  You will also have experience managing staff and leading teams in delivering high-quality, inclusive play or childcare services.

You will be a team player with strong leadership and communication skills and be able to build positive relationships with people from all backgrounds, including service users, parents, staff and delivery partners. Additionally, you will be able to show us your knowledge and understanding of safeguarding, EYFS, Ofsted standards and relevant current legislation, as well as approaches for supporting children and young people with disabilities.

About PACE:

We are a local, grass-roots charity providing high quality, inclusive play services in Camden to children aged 2 -18 years.

Our team is what makes our work possible, and we look for passionate, experienced team members to ensure we deliver exceptional services to our community. In return, we offer our team an extensive package of benefits including:

• The London Living Wage
• 5% contribution to your pension
• flexible leave arrangements,
• ongoing professional development and training,
• Cycle to Work Scheme
• Employee assistance programme.

Because our team is our most valuable asset, we like to have our staff grow with us and promote from within.

We are committed to Equality, Diversity and Inclusion, and recruit team members in line with our policy statement on Equal Opportunities and Human Rights.

Please note this post is subject to an Enhanced Disclosure & Barring Service and satisfactory references.

Job Title: Supporter Care Officer

Responsible to: Individual Giving Manager

Salary: £28,000 - £32,000

Location: USPG, 5 Trinity Street, London, SE1 1DB
 

Hours of work: Full time - 35 hours per week

The package also includes

· 8% employer contribution to a pension

· 25 days annual leave, plus bank holidays and additional discretionary leave during Christmas.

· Season Ticket Loan

USPG is the Anglican mission agency that partners churches and communities worldwide

in God’s mission to enliven faith, strengthen relationships, unlock potential and champion

justice.

You can find out more about our work by visiting our website.

The Job

Reporting to the Individual Giving Manager, the Supporter Care Officer role sits within the Communications, Engagement and Fundraising team. USPG is looking for someone with excellent communication skills and enthusiasm to join our small but growing fundraising team.  The post holder will be the first port of call for all incoming communications and will work closely with the Individual Giving Manager to ensure that our supporters feel valued. The role is also responsible for maintaining the data and developing supporter care processes. 

You

You are highly organised, enthusiastic and flexible with a passion for delivering an excellent supporter experience. The ideal candidate will have experience in customer service, data handling and administration. They will be comfortable working in a fast-paced environment, with a flexible, can-do attitude. The role holder will be used to co-ordinating a varied workload, working in close collaboration with colleagues and delivering to deadlines. They will have excellent IT skills and experience of working with databases.

How to apply

Please complete the application form and equal opportunities form.

If you would like to discuss the role, please feel free to contact Natasha.

Closing Date: 20th July 2025

Interview Dates: Rolling Interviews

Finance & Fundraising Manager Job Description

Finance, Fundraising, Strategy

Role Description

PLEASE NOTE: THE FINANCE & FUNDRAISING ROLES CAN BE SPLIT FOR THE RIGHT CANDIDATES

Finance (1/2 day a week) - Management of and responsibility for the financial planning, budgeting and administration for all of the charity’s financial activities including payroll.

Fundraising (2.5 days a week) - Working with the CEO and Outreach Manager, the role will develop and implement Yada’s financial strategy, engage with supporters, donors, businesses and communities to secure financial support for the charity’s maintenance and growth, whilst seeking new funding opportunities, including writing  grants applications. 

Line Manager: CEO

Hours/Days: 3 days (21 hours)

Salary: £32,166.60 pro rata (£19,299.96 actual salary)

Start date: 1st September 2025

Location: Yada Offices, Worthing (Hybrid/Remote working possible for the right candidate)

Key responsibilities:

Overarching responsibilities

• Working with the CEO, have oversight of all financial aspects of the charity

• With the CEO, have responsibility for financial strategy, planning and budgeting, ensuring financial stability of the charity

Financial management 

• Ensure the budget provides for the charity’s objectives

• Work with Bookkeeper to ensure accurate records of income/expenditure (Quickbooks)

• Oversee and manage monthly payroll (Payroo) and pension scheme (NEST)

• Manage relationship with HMRC including Gift Aid claims and prepare donor statements

• To support CEO with preparation of the annual and fundraising budgets

• Prepare Annual Charity Accounts (cc16a) and manage independent Examination

• Comply with financial policies and procedures

• Manage charity bank accounts and monitor cash reserves and investments

• Process all invoices for payment

Fundraising 

• Develop and implement fundraising strategies

• Build relationships with key donors

• Research and apply for grants

• Monitor funding timelines and write end of grant reports

• Lead on organising fundraising campaigns and events

• Manage donor and supporter data

Other Responsibilities

• To attend monthly team meetings and be an active member in decision making for Yada’s future

• To prepare quarterly reports for Trustee meetings 

•  Other duties from time to time as we may reasonably require

Person Specification: Finance & Fundraising Manager

Essential Criteria

Qualifications

• Degree or equivalent experience in finance, fundraising, business, or related field

Experience

• Proven experience in financial management and budgeting within a charity or non-profit context

• Demonstrable experience in developing and implementing fundraising strategies

• Successful track record of securing funding from grants, donors or other income sources

Skills & Knowledge

• Strong financial literacy, including budget preparation and monitoring

• Knowledge of charity accounting and reporting requirements (e.g., cc16a)

• Proficiency with financial tools such as QuickBooks, Payroo, NEST & Excel

• Understanding of Gift Aid and HMRC compliance

• Excellent communication and interpersonal skills

• Strong writing and storytelling skills, especially for fundraising and reporting

Personal Attributes

• Highly organised with attention to detail

• Strategic thinker with a proactive approach

• Ability to work collaboratively in a small team

• Alignment with Yada’s values and mission

• Able to manage multiple responsibilities and deadlines effectively

Other

• Willingness to work flexibly, including occasional events outside standard hours

• Right to work in the UK

Desirable Criteria

Qualifications

• Recognised financial qualification (e.g., AAT, CIMA) or fundraising certification

Experience

• Experience preparing or supporting audits or independent examinations

• Previous work in a women’s support organisation, social justice, or similar field

• Experience in building relationships with community or business donors and sponsors

• Experience in organising events

Skills & Knowledge

• Knowledge of databases

• Familiarity with charity sector regulations and reporting standards

How to apply

Please send a CV and cover letter, addressing the job description and person specification, to Helen Moore by midnight on Monday 28th July.

We will be actively interviewing so early applications are advised.

Drive the next chapter of the Surrey Hills Society - a thriving countryside charity in the Surrey Hills.

Are you an entrepreneurial leader with a passion for nature, community engagement, and sustainable development? Do you want to play a pivotal role in shaping the future of a much-loved environmental charity?

The Surrey Hills Society is seeking its first Chief Executive Officer to lead our dedicated team and volunteers, sustain and grow our vibrant membership, and develop long-term funding to support our work across one of England’s most treasured National Landscapes.

About Us

The Surrey Hills Society is a well-established independent charity with a 15-year track record of engaging communities in environmental, cultural, and educational activities. We run 40+ events each year and are closely partnered with the Surrey Hills National Landscape and other local organisations. Our reach and impact have grown significantly in recent years through funded projects like the National Lottery Heritage Fund's Growing Together and the South East Surrey Care Farm Pilot, alongside a strong and active membership.

This is an exciting time to join us as we transition from a volunteer-led model to a more professional and sustainable structure—with the CEO at the helm.

⸻

About the Role

As CEO, you will lead the strategic and operational development of the Society, with a particular focus on:

 •  Fundraising & income generation – developing and securing grants, donations, and earned income

 •  Team leadership – line managing a small staff team and supporting a wide network of volunteers

 •  Stakeholder engagement – acting as the public face of the Society and deepening key partnerships

 •  Strategic planning – creating a 3-year vision and business plan for long-term sustainability

 •  Programme oversight – ensuring delivery of existing and new conservation and community projects

⸻

About You

We’re looking for a resourceful, proactive leader who combines strategic thinking with hands-on delivery. You’ll need:

 •  Proven fundraising experience (grants, trusts, individuals, corporates)

 •  Leadership skills with experience managing staff and/or volunteers

 •  Confidence in managing budgets and business planning

 •  Excellent communication and relationship-building skills

 •  A genuine passion for the countryside, community engagement, and conservation

Experience with membership models, event programming, or working in a similar community/landscape context would be an advantage.

⸻

What We Offer

 •  Flexible, home-based working (3 days/week)

 •  A supportive, purpose-driven team environment

 •  The chance to shape a unique, growing charity at a critical point in its evolution

THE SUNDAY TIMES BEST PLACES TO WORK 2025

As we celebrate 40 years of making a difference, The Cinnamon Trust continues to grow, and we want you to be part of our journey! Our headquarters in Hayle, Cornwall, is looking for a compassionate, dedicated individual to join the team as an Assistant Legacy Officer.

MAIN PURPOSE OF THE JOB

To support the flow of legacy income ensuring the smooth, efficient and sensitive handling of gifts received through bequests, wills and estates. The role requires a close attention to detail, accurate record keeping, and good numeracy. Appropriate and sensitive written and oral communication with families, legacy supporters and solicitors is very important.

The role requires compliance with legal and regulatory requirements. In essence, an Assistant Legacy Officer is a vital part of a charity's fundraising efforts, ensuring that legacy gifts are processed efficiently and effectively, maximising their value and impact. Most of all, it is about honouring the wishes of those who support us by way of gifts in their Will.

Although the role of Assistant Legacy Officer sits within the Finance Team, it will also include some elements of legacy fundraising and marketing in collaboration with the Marketing and Fundraising team. This includes promotion of our free Will service and supporting promotion of legacy giving through campaigns and events.

MAIN DUTIES & RESPONSIBILITIES: RESPONSIBILITIES

RESPONSIBILITIES

• Legacy Administration:  Managing a caseload of legacies (pecuniary, specific, etc.), ensuring the organisation receives its full entitlement, and keeping records up-to-date.
• Communication: Interacting with solicitors, executors, and other beneficiaries, responding to inquiries, and providing updates on legacy progress.
• Record Keeping: Maintaining accurate and detailed records on the organisation's Digbi system, ensuring compliance with regulations and facilitating reporting.
• Compliance: Keeping abreast of probate matters and ensuring the charity's legal rights are balanced with reputational considerations.
• Collaboration: Working closely with the Senior Legacy officer and with other teams, when necessary, such as Pet Profile, Finance or Marketing teams in relation to legacy giving, legacy fundraising or gifts in wills.
• Reputation Management: Ensuring all communications and actions related to legacies maintain the The Cinnamon Trust’s positive reputation.
• Other tasks Other tasks from time to time as required.
• SKILLS AND ATTRIBUTES
• Strong written and verbal communication skills. Meticulous attention to detail. Ability to manage a demanding workload and prioritize tasks. Numerate: able to understand the presentation of accounts and income data Experience in the charity sector is helpful Knowledge of relevant regulations and legal procedures is beneficial. Some knowledge of wills and probate with willingness to engage in training in legacy administration.

Together with such additional general duties as the Employer shall reasonably require having regard to the needs of the Employer’s business as a Charitable Trust

Treasures Foundation offers accommodation and outreach to vulnerable women who have backgrounds of addiction, trauma, mental health and the criminal justice system. We provide housing and support until women can make the transition into their own homes, with some long-arm support extending beyond this period.

The Area Manager will work alongside the COO and CEO to help develop and manage the existing service as well as a new detox provision. Duties will include, but are not limited to, the following:

· Providing guidance to Specialist Support Manager, Project workers and Volunteers to support their professional development, ensuring that the service is run professionally, efficiently and effectively.

· Fostering a holistic approach to supporting staffs needs, through supervision and appraisals.

· Seeking and highlighting opportunities for change at project/ organisational level

· Creating and developing a group programme which meets the needs of the women and aims of the project, such as effective communication and conflict resolution

· Planning and managing the staff rota and Out of Hours emergency on call rota, required to meet the needs of the service

· Reviewing and auditing the service on a continual basis, ensuring that it meets both the needs of the residents and quality standards.

· Ensuring the safety of the houses by managing challenging behaviour, through conflict resolution and following procedures

· Fostering good working relationships with key stakeholders

· Overseeing the individual tailored programmes created by project staff. 

· Helping to build and develop relationships with outside organisations in order to promote the work of Treasures and identify opportunities to achieve the best outcomes for residents.

· Adhering to relevant policies and procedures

·         Ensure staff update data base system and log reports

· Updating trustees quarterly on the service by providing a written report

Person Specification

Essential

· Experience managing supported living or residential care (ideally mental health focused)

· Knowledge of working with individuals with complex or challenging behaviours

· Comfortable supporting and leading staff teams

· Strong communication and organisational skills

· Someone proactive, confident, and committed to high standards of care and support

This post is subject to an Enhanced Level with a Barred List DBS check, although we do not discriminate, and we actively welcome applications from those with lived experience of the Criminal Justice System and/or in recovery from drug and alcohol addiction.