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Citizens Advice Surrey Heath (CA-SH) is an independent local charity and a company limited by guarantee.
We provide free, confidential, impartial, and independent advice and information for the benefit of the local community, to exercise a responsible influence on the development of social policies and to ensure individuals do not suffer through lack of knowledge or an inability to express their needs effectively.
The Role
Reporting to the Chair of the Trustee Board, the Chief Officer
● Is responsible to the Trustee Board for the management and leadership of Citizens Advice Surrey Heath.
● Represents Citizens Advice Surrey Heath to funders, partners and stakeholders.
● Ensures the delivery of a high quality, impartial and confidential service, utilising both paid staff and volunteers.
● Is responsible for the continuing funding, planning and financial management of the service.
● Represents the organisation in Surrey Heath and contributes to the overall provision of strategic advice services in the borough.
In particular, the priorities for the Chief Officer in 2026 will be to
● Manage CA-SH’s external relationships, with our funders and the Surrey Heath community generally, to ensure satisfaction with the delivery of current projects.
● Build on the current income base, in terms of increased existing project budgets, new projects, and diversifying the income base.
● Explore opportunities to potentially integrate with other local Citizens Advice in Surrey to ensure long-term sustainability and strengthen our impact, in line with the new Unitary Authority structure.
The role requires working closely with the Operations Manager, who will be responsible for staff, volunteers, and, generally, the internal CA-SH operation.
Person specification
Essential
1. Understanding of the voluntary sector and, in particular, knowledge of the strategic and policy environment in which the advice sector, and particularly Citizens Advice operates.
2. Proven ability to devise and implement strategic development and resource plans, particularly in the area of service development, staff development and the management of change.
3. Demonstrable track record of successful income generation and diversification, through promoting services, fundraising, and other activities.
4. Proven track record of devising funded projects, setting them up for delivery and delivering them against agreed targets.
5. Proven ability to lead, motivate and contribute to a team.
6. Demonstrable track record of financial management and budgetary control.
7. Effective communication and presentation skills in person and in writing, to include researching and interpreting complex information and producing clear verbal and written reports, both internally and externally.
8. Proven ability to earn and maintain the trust of stakeholders.
9. Track record in project management.
Desirable
1. Understanding of, and commitment to, Citizens Advice aims, principles and policies.
2. Broad understanding of the operation of local and national government, and the administration of public and legal services, including an understanding of commissioning.
3. Demonstrable ability in people management, particularly in the voluntary sector.
4. Ability to create a positive working environment in which equity and diversity are well managed, and staff are empowered and motivated to do their best.
5. Ability to communicate and work well with a governing body.
6. Track record of managing ICT in a working environment, including ICT business planning, managing information and supplier relations.
Staff Benefits
● 6% Employer Pension Contribution
● A company that is committed to its employees, valuing their knowledge, creativity, and flexibility
● Flexible, hybrid working
● Free parking
● Ongoing personal training and development
● The chance to work with amazing people and a nationally recognised charity.
You will be building great relationships with our Corporate members and involving them with the work of the trust and inspiring them to support our range of inspiring projects. You will use your networking skills at events to proactively find new corporate supporters, and retain our existing supporters by running corporate events on our nature reserves across the county. You will further develop our corporate volunteering offering, working closely with our land management team, creating great days out for our supporters’ employees that they’ll recommend to their colleagues.
You will be an active member of the Fundraising team, sharing skills and ideas at regular meetings. The role will require extensive travel throughout the county, visiting networking events and arranging relationships between corporates and our wildlife projects, such as the Rye Harbour Discovery Centre. You will have a creative and innovative approach to the role, working on new ways to secure support from businesses from across the county. You will enjoy getting involved in fundraising events that include that whole fundraising department to create new income streams for the trust.
We exist so that future generations can experience the joy and well-being that comes from connecting with nature in Sussex
The client requests no contact from agencies or media sales.
Job Summary – Head of Income Generation & Engagement
About the role
We are recruiting a Head of Income Generation & Engagement, who will be an integral part of the Executive Team, working closely with colleagues to help shape the organisation’s direction, contribute to key decisions, and drive income generation, marketing and engagement. You will be central to delivering our shared vision, values and mission, and will be fundamentally values-led in your approach.
The Head of Income Generation & Engagement is responsible for developing and delivering an ambitious, integrated strategy that maximises sustainable charitable income, strengthens Age UK Merton’s brand and reputation, and deepens engagement across the communities we serve.
This a commercially focused role, developing and expanding our current paid-for services, ensuring service processes, staffing structures and client pathways are robust and underpin Age UK Merton’s continued sustainability and good reputation. The role will be responsible for the startup of strategic fundraising activity across the borough, decreasing our reliance on our current income streams, and diversifying our avenues of income to support long-term service development & growth.
About you
We are looking for a compassionate, yet dynamic leader, with the credibility and gravitas to quickly gain the trust and respect of peers and colleagues, and who will be able to connect, inspire and motivate staff, volunteers, partners and the wider community.
You will come to the table with a deep expertise in strategic income generation, engagement and communications. You will have a strong commercial acumen, with a demonstrable track record and proven ability to develop and shape strategy and implement transformational change that drives sustainable growth in both income and audience engagement.
We are looking for someone innovative and ambitious, professional and personable; you will be an outstanding communicator, with the ability to engage and influence a wide range of stakeholders.
You will be empathetic and passionate about the Age UK Merton mission, with the dynamism to inspire and unite diverse, multidisciplinary teams around clear, shared business objectives.
Job Description
We are an equal opportunities employer, aspiring to reflect the communities that we serve, and we welcome applications from people of all backgrounds and experiences. We value diversity and believe our differences enrich the services we provide to local older adults. They also help us as colleagues by encouraging us to challenge ourselves, learn, innovate, and adapt.
Job title: Head of Income Generation & Engagement
Salary: £50k to £60k (dependant on experience)
Hours: 37.5 hours per week (1.0 WTE)
Responsible to: CEO
Based at: Elmwood Centre, 277 London Road, Mitcham, CR4 3NT and hybrid working from home, frequent travel throughout the borough required
Contract: Permanent
Direct reports: Community Outreach Officer, Activity Centre Coordinator, At Home Manager
Key result areas:
Fundraising
· To set the strategic direction for income generation at Age UK Merton, developing and delivering a sustainable portfolio of future-focused fundraising that grows income and optimises the supporter journey over the long term.
· To lead the diversification of income, reducing reliance on any single partner or
activity and building a resilient, balanced fundraising portfolio that represent a high return on investment and grows our supporter base. This will be via individuals, corporates, trusts & foundations, statutory bodies and the community; cultivating long-term, meaningful partnerships, enhancing Age UK Merton’s reach, influence and income-generating potential.
· To strengthen and grow the legacy pipeline, overseeing effective stewardship and marketing, and will oversee the external lottery, ensuring regulatory compliance and annual growth.
· To maintain an agile, insight-driven approach to stay ahead of sector trends and competitor activity.
· To develop sound business cases for investment in new income generation posts or activity.
· To build organisational resource capability and resilience to facilitate future growth.
Commercial Services
· To develop and expand our paid-for services, with a focus on outreach activity to widen reach and access to services, and to increase client numbers and those in underrepresented and underserved populations.
· To develop and expand our paid-for services, to increase client numbers to create a step change in sustainable income and delivery of services across the borough.
· To ensure our paid-for services represent a strong return on investment and to ensure the business model is regularly reviewed for cost efficiencies and potential for growth.
· To ensure service processes, staffing structures and client pathways are robust and underpin Age UK Merton’s good reputation.
· Where appropriate, to seek out funding via grants, trusts and foundations to bolster paid-for service activity, overseeing bid development processes, ensuring quality, competitiveness, transparency and appropriate risk assessment.
· To continuously evaluate the potential for partnership working and collaboration to increase impact and improve performance.
Engagement
· To shape and deliver an engagement strategy that spans all Age UK Merton audiences, growing brand awareness and deepening engagement, understanding motivations and behaviours, and ensuring we focus our efforts where they can make the greatest difference.
· To identify underrepresentation and underserved groups within our borough, building relationships with communities and community leaders to create two-way dialogues to understand unmet need and inform future service development.
· To champion digital, data-led ways of working across engagement activity, working to strengthen our digital presence, and using insights to create relevant, compelling and personalised experiences across all channels.
· As custodian of the Age UK Merton brand, to ensure consistency, clarity and strength of messaging across the organisation.
· To lead the development and delivery of integrated marketing, communications and public relations strategies, ensuring a seamless omni-channel approach.
· To ensure that external communications are accurate, values-led, and reflective of organisational impact, maintaining confidence among funders, partners, and the wider public.
Communications & Marketing
· To lead the development and delivery of a communications strategy that maximises opportunities to increase Age UK Merton’s profile locally and nationally.
· To oversee the development and delivery of our digital channels, in particular social media and the website.
· To oversee the editorial direction, design, production, distribution and quality of the organisation’s publications.
Strategy and Partnerships
· To work as part of the Executive Team, shaping the organisational strategy, culture and cross departmental ways of working.
· To lead the development and delivery of seamless income generation and engagement strategies and annual operating plans aligned to organisational priorities.
· To set, manage and monitor budgets, ensuring clear targets, KPIs and accountability across teams.
· To provide high-quality analysis, reporting and insight to inform strategic decision-making, Board reporting and accountability to funders.
· To ensure robust management of restricted and contractual funding, setting financial controls, to comply with internal policies and regulatory requirements.
· To act as an ambassador and spokesperson for Age UK Merton, representing with
Professionalism, confidence and compassion.
· To build and maintain strategic partnerships, networks and relationships to strengthen visibility, influence and community engagement.
Governance, Compliance & Risk
· Ensure compliance with the Charity Commission, Fundraising Regulator, the Gambling Commission, advertising standards and GDPR/data-protection legislation.
· To contribute to strong risk-management frameworks, ensuring early identification, mitigation, and appropriate investigation of risks.
· Oversee policy development as applicable for the department.
People
· To grow and develop a high-performing team, and to make the case for further resource investment where appropriate, in order to recruit and develop a multi-disciplinary team covering income generation, marketing, communications and engagement, with a view to develop a culture of creativity and professionalism across the entire team.
· To ensure effective performance management, with regular 1:1s, appraisal, individual and team development and succession planning.
· To embed, review and optimise new team structures and systems to maximise efficiency, impact and income.
· To ensure volunteers are effectively integrated, supported and aligned to organisational priorities.
General
· To establish good working relationships with all relevant stakeholders and liaise as required
· To comply at all times with the policies and procedures of Age UK Merton.
· To ensure that Age UK Merton’s Equal Opportunities policies, principles and practices are observed and implemented throughout service delivery.
· To carry out any other relevant tasks as required, to ensure the effective development of the organisation and the delivery of its services, this may include supporting weekend and out of hours events for time off in lieu.
· To attend staff meetings, 1:1s, and appraisal meetings.
· To be aware of own training needs and participate in training/education to improve performance considered relevant to the post and to achieve agreed targets.
· To act as a representative of the values, beliefs and principles of AUKM at all times.
· To undertake any other duties that are requested and commensurate with the grade and remit of the post.
Deadline for applications will be Friday 10th April 2026.
Interviews will take place w/c 20th April 2026.
If you have not heard from us within three weeks of submitting an application, you can assume that you have not been shortlisted.
The client requests no contact from agencies or media sales.
Catalyst is looking to recruit an exceptional leader to be our next Chief Executive.
Candidates should be values-driven, with a passion for leading an organisation which supports the Voluntary, Community and Social Enterprise sector (VCSE). As Chief Executive, you must have the skills and experience to lead the dedicated, professional staff and volunteers in developing our services based on the needs of the sector, fulfilling the requirements of our funders, and actively seeking other opportunities for partnership work with statutory, private and VCSE partners.
The successful candidate will combine strategic and operational skills and have experience of effective leadership, including facilitating change in this sector. The role is offered at a salary of £51,500, plus pension and 28 days holiday a year.
You can find out more information and how to apply at Catalyst Chief Executive – Catalyst Stockton
Catalyst is a forward thinking and contemporary strategic infrastructure organisation, facilitating leadership for the voluntary, community & social e
The client requests no contact from agencies or media sales.