Retirement scheme manager jobs in Birmingham
Summary
This is a unique opportunity to join one of the oldest charities in the UK in a flexible, part time general managerial capacity, supporting the Trustees. The ideal candidate will have a professional qualification in accounting, property or the law and is comfortable working with professional advisers across all these disciplines. The appointment of this senior role arises by the retirement of the current incumbent, and the role offers a competitive rate which will depend on qualifications and experience.
Background
The King Henry VIII Endowed Trust, founded in 1545, holds a portfolio of c. £80m in Equities, Bonds, Land and Commercial Property, part of the Total Return from which (£2.5m in 2025) is distributed in Warwick in accordance with its Charity Commission Scheme, as follows:
· 50% Anglican churches in Warwick and Budbrooke
· 30% Warwick Schools Foundation - means tested bursaries and community activities
· 20% as grants for the “benefit of the inhabitants of Warwick”
The Trust has up to 12 trustees (4 nominated, 8 co-opted), who meet quarterly. At present, there is a Clerk & Receiver (role being renamed to COO), a deputy Clerk (who deals mainly with grants and organising meetings) and an accountant – all part-time and self-employed.
The current Clerk is retiring and is a Chartered Accountant who has held the role for 16 years, during which time the Trust has gone through a period of change. The Trust is now in a stable stage, where the priorities are managing our financial, land and property assets in order to maintain our distribution. The role is being renamed to Chief Operating Officer to better reflect the role, and would ideally remain a self-employed role.
The typical work load is likely to require about 10-15 hours per week, which fluctuates and is focused around the quarterly meeting and annual accounts. There is potential for 2 areas of land to be included in the local plan which will create additional opportunities.
Role specifics
Financial Investments
· Liaise with the investment managers (Currently: CCLA, Navera, Savills, Royal London)
· Manage any short-term deposits with HSBC
Property
· Liaise with property advisers (Margetts and Cushman & Wakefield) to manage the Trust’s property (currently an office block, a pub, a shooting range and 3 blocks of farm land)
· Oversee St Mary’s Rectory. This is owned by the Trust and is provided free of charge to the incumbent at St Mary’s, through an agreement with the Coventry Diocese.
· Ensure any property sales or leases operate within charity law.
· Where land is in the Local Plan, work with advisers and/or promoters to obtain the best commercial deal.
Charity Commission
· Manage any changes required to the Trust’s Charity Commission Schemes and Orders.
· Ensure that the Trust operates within the limitations of these Schemes and Orders.
· Annual Returns
· Manage information on Charity Commission website
Beneficiaries
· Quarterly distributions – calculation and payment
· Liaise with beneficiaries as necessary
· Prepare reports for Trustees as required (e.g. Annual Grants Report, which will include analysis of other Warwick endowed charities and Annual review of Church accounts)
General
· Deal with all correspondence
· Keep Trustees up to date
· Liaise with professional advisers
· Manage the overall office activity
· Organise meetings – including reports for meeting and minutes
· Maintain website
· Maintain records
Skill set & Experience
The role requires someone with experience of dealing with financial, legal and property issues. Coupled with good administration skills, the role requires someone who:
· Is self-reliant and used to working under their own management
· Is competent in Microsoft Office
· Has good written communication skills
· Has good interpersonal skills, to work with Trustees, other staff, advisers and beneficiaries.
Experience in the following would be beneficial, but a candidate who is keen to learn would quickly pick these up:
· Charities, including dealing with the Charity Commission
· Knowledge of Warwick and its historical heritage
The successful candidate is likely to have a professional qualification in accounting, property or the law and is comfortable working with professional advisers across all these disciplines.
The Trust’s office is currently based on the top floor of Margetts (the Trust’s agricultural advisers), where all its records are kept. Some home working would be practical.
The role has some flexibility in hours, but there will be certain times, such as Trustee meetings that are fixed. A candidate who is able to be available for some time each day would be beneficial, as often matters need to be progressed without too much delay.
Applicants should apply in writing enclosing their CV and accompanying letter to either: Chair, The King Henry VIII Endowed Trust, 12 High Street, Warwick, CV34 4AP, or by Charity Jobs online application process.
Closing date for applications is 20th February 2026
The client requests no contact from agencies or media sales.
Thank you!
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We currently have an opening for a Community Fundraiser, to be based in the Mid-North Wales and West Midlands region.
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- Do you want to make a difference in one of the most innovative and exciting medical research fundraising charities in the UK?
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- Do you have at least one years' experience of working in a professional Community Fundraising position?Have you answered Yes to these questions?
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If you are excited to learn more about this position, please take a read through our recruitment pack provided with this advert.
If you have the skills and ambition that we are looking for we welcome your application. We are really looking forward to welcoming a new member to our team!
We are asking for a CV as the first step but applicants may be asked to provide a targeted covering letter as part of the selection process. Interviews will be conducted during the application window as appropriate, and will consist of a first interview via MS Teams, progressing, if successful to a face to face second interview, held at our offices in Milton Keynes.
We reserve the right to close the application window early and advise candidates to apply in good time to avoid disappointment.
We are looking for people who share our passion for finding a cure for brain tumours and who have the skills and experience to make a difference. We welcome applications from candidates of all backgrounds, cultures, genders, sexual orientations, abilities, and ages. We believe that diversity enriches our organisation and helps us achieve our mission. We are committed to providing an inclusive and supportive environment where everyone can be themselves and contribute to our vision.
Registered Charity
51 - 100
To find a cure for all types of brain tumours To increase the UK investment in brain tumour research
The client requests no contact from agencies or media sales.
Thank 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!
We are really excited to have welcomed our new Director of Income Generation and Development to Brain Tumour Research this month, a great new start for the new year!
This is a fantastic time to be joining our ambitious and growing charity and we are keen to share this with likeminded and talented individuals. We currently have an opening for a Community Fundraiser, to be based in the East Anglia region.
As the Community Fundraiser covering East Anglia you will play a crucial role in helping the charity meet its strategic plans and objectives, which include campaigning to increase the national investment in brain tumour research to £35 million per year, while fundraising to create a network of seven sustainable Brain Tumour Research Centres of Excellence across the UK. Your role will be to generate and grow our income through community fundraising activities, contributing to a regional team target of more than £1.5 million.
- Do you want to make a difference in one of the most innovative and exciting medical research fundraising charities in the UK?
- Do you live in Cambridgeshire, Norfolk or Suffolk?
- Do you have at least one years' experience of working in a professional Community Fundraising position?
Have you answered Yes to these questions?
Does this sound like the opportunity to really get 2026 off to an amazing start?
If you are excited to learn more about this position, please take a read through our recruitment pack which is attached in this advert.
If you have the skills and ambition that we are looking for we welcome your application. We are really looking forward to welcoming a new member to our team!
We are asking for a CV as the first step but applicants may be asked to provide a targeted covering letter as part of the selection process. Interviews will be conducted during the application window as appropriate, and will consist of a first interview via MS Teams, progressing, if successful to a face to face second interview, held at our offices in Milton Keynes.
We reserve the right to close the application window early and advise candidates to apply in good time to avoid disappointment.
We are looking for people who share our passion for finding a cure for brain tumours and who have the skills and experience to make a difference. We welcome applications from candidates of all backgrounds, cultures, genders, sexual orientations, abilities, and ages. We believe that diversity enriches our organisation and helps us achieve our mission. We are committed to providing an inclusive and supportive environment where everyone can be themselves and contribute to our vision.
Registered Charity
51 - 100
To find a cure for all types of brain tumours To increase the UK investment in brain tumour research
The client requests no contact from agencies or media sales.