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About the eoa (Employee Ownership Association)
Employee ownership in the UK is at a critical moment. The sector has more than doubled since 2020. Awareness is rising. Evidence is compelling. Businesses, communities, and policymakers are increasingly recognising that a people-powered approach can unlock fairness, resilience, and productivity.
We believe the UK can reach 10,000 employee owned businesses within the decade, transforming succession, broadening ownership, and reshaping the economic landscape. But achieving this relies on bold, strategic, values-led leadership across our community.
The eoa exists to build and connect that community: a network of more than 850 member businesses, thousands of employee owners, specialist advisors, policymakers, and partners committed to powering fairer livelihoods and stronger businesses through employee ownership.
Purpose of the Role
The Finance Manager leads the eoa’s finances to ensure the businesses resources are used effectively, efficiently, and sustainably.
You will develop robust financial systems, reporting, and analysis to provide insight and assurance to the SLT and Board, playing a central role in safeguarding the eoa’s financial health and enabling its strategic goals to be achieved.
Role Summary
- Contract: Permanent
- Hours: 22.5 hours per week, working pattern to be agreed with successful candidate
- Location: Manchester (hybrid). You will be expected to attend the office at least twice per month, and more often where needed
- Salary: £45,000 (£27,000 pro rata) p/a
- Pension: Up to 7% employer pension match (from year 1 anniversary)
- Annual Leave: 30 days leave + bank holidays
- Reports to: Membership & Operations Director
- Management of: Finance and Business Support Administrator
Key Responsibilities
- Lead the development and delivery of the organisation’s financial strategy, ensuring it underpins and enables operational delivery.
- Manage the annual budget-setting process, working closely with colleagues to align budgets with strategic priorities.
- Manage day-to-day financial operations, including financial accounting, membership renewals, bank account management, cash flow monitoring, credit control, payments, and function oversight.
- Take responsibility for accurate and timely payroll and pension delivery, working in partnership with an external provider.
- Prepare and reconcile monthly, and year-end accounts, ensuring accuracy, compliance, and robust controls.
- Produce accurate, timely financial forecasts, management accounts and financial analysis to support operational and strategic decisions.
- Ensure compliance with statutory requirements including tax (VAT, PAYE, Corporation Tax) and financial reporting obligations.
- Maintain strong internal controls and risk management processes, safeguarding the organisation’s financial health.
- Act as a signatory on company bank accounts, ensuring appropriate authorisation and governance arrangements are in place.
- Lead the ongoing development and improvement of finance processes and systems, and automations to drive efficiency and effectiveness.
Knowledge, Experience, and Attributes
- Degree-level education and either ACCA, CIMA, or ACA qualification.
- Proven track record in budgeting, forecasting, cash flow management, and delivering accurate management accounts and financial analysis.
- Experience of working for or preparing SME accounts, managing audits, risk, and internal controls, with a focus on continuous improvement of systems and processes.
- Strategic thinker who can translate complex financial data into clear, actionable insight for senior leaders and the Board.
- Highly organised, proactive, and solution-focused, with excellent communication and stakeholder management skills.
- Collaborative, adaptable, and professional, demonstrating integrity and sound judgment in all financial matters.
What Constitutes Success in This Role?
Success in this role means the eoa has reliable, efficient, and well-governed financial operations that underpin all aspects of the business. You will ensure day-to-day finance processes are accurate and timely, cash flow and budgets are effectively managed, and statutory obligations are met with confidence. By providing clear analysis and insight, you will support the SLT and Board in making informed decisions, drive improvements in systems and reporting, and enable the eoa to achieve its strategic priorities.
Key outcomes for the role Measures
- Outcome: The eoa maintains accurate, timely, and insightful financial reporting and analysis to support decision-making.
Measure: Accurate monthly management accounts and forecasts delivered on time. Rolling forecasts and scenario analyses updated regularly. - Outcome: Budgets are aligned with strategic priorities and financial resources are optimally managed.
Measure: Budgets prepared and approved within agreed timelines. Variance between budgeted and actual expenditure monitored and reported. Cash flow maintained within agreed thresholds. - Outcome: Statutory, regulatory, and internal governance requirements are met and risks are effectively managed.
Measure: All statutory filings (tax, Companies House, pensions) submitted accurately and on time. External audit completed with no significant issues. Internal controls and risk management processes maintained and reviewed annually. - Outcome: Financial systems and processes support operational efficiency and organisational growth.
Measure: Transaction processing, reconciliations, and payroll delivered accurately and on schedule. Improvements in process efficiency implemented. - Outcome: Finance contributes proactively to strategic decision-making and organisational development.
Measure: Financial insight and recommendations consistently inform senior leadership decisions. Evidence of finance-led initiatives driving cost efficiency or strategic impact. - Outcome: Finance function evolves to meet organisational needs and supports a culture of improvement.
Measure: New or updated systems, processes, or reporting tools implemented successfully. Finance function demonstrates improved efficiency, effectiveness, or scalability over time.
How to apply
To apply, please submit:
- A two-page CV
- And ane of either:
- Cover letter setting out your motivation, approach, and what you will bring to the role
- Video (maximum 10 minutes) setting out your motivation, approach, and what you will bring to the role
Applications should be submitted before 9:00am 14 July 2026. We will close this vacancy early if we receive sufficient applications for the role. If you are interested, please submit your application as early as possible.
Interviews will be in Manchester on 28 & 29 July 2026.
The eoa welcomes applications from people of all backgrounds, particularly those who are under-represented. We recruit based on values, skills, and contribution to our purpose.
We exist to grow and strengthen employee ownership as a force for powering fairer livelihoods, stronger businesses, and a more resilient economy.



The client requests no contact from agencies or media sales.
This is an opportunity to take real ownership of a growing philanthropy programme and shape how mid-value fundraising develops at the Royal British Legion. We’re looking for someone who understands how to build strong donor relationships, spot opportunities for growth, and create the kind of supporter experience that keeps people engaged long term. Working closely with the Head of Trusts and Philanthropy, you’ll lead on developing and delivering the Mid Value strategy, helping to grow income, strengthen retention, and build a sustainable pipeline of future major donors and legacy supporters. This is a role for someone who enjoys balancing strategy with hands on relationship management and wants the freedom to bring new ideas to the table.
Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.
You’ll manage and grow a portfolio of supporters through thoughtful stewardship, tailored communications, events and meaningful engagement opportunities, while also using data and insight to make informed decisions about where the biggest opportunities sit. We’re looking for someone commercially minded, organised and confident working with high value supporters and senior stakeholders alike. You’ll be comfortable managing budgets, tracking performance and using donor insight to influence activity, while also collaborating across fundraising, data and supporter development teams to ensure supporters receive a seamless journey. As line manager to the Philanthropy Officer, you’ll also play an important role in supporting and developing the wider team.
This role would suit an experienced relationship fundraiser who is motivated by building something with long-term potential and who enjoys working in a collaborative, ambitious environment. You’ll need strong communication skills, excellent attention to detail and the ability to manage multiple priorities while maintaining a high standard of donor care. In return, you’ll join a well established organisation with a respected fundraising team, hybrid working, and the chance to play a key role in shaping the future of philanthropy fundraising at the Royal British Legion.
Fundraising sits at the heart of The Royal British Legion’s 10-year strategy, and we’re investing in the people, skills and ideas that will drive growth and strengthen our support for the Armed Forces community. As one of the UK’s most trusted and recognisable charities, we have the reach and ambition to make a real difference, and this is your chance to be part of it. Our Fundraising portfolio is broad and dynamic, spanning major corporate partnerships to our sector leading charity Lottery. We’re investing in growth, evolving how we work, and putting supporters at the centre of everything we do. This is an exciting time to join us. You’ll be part of a collaborative, forward-thinking team, helping shape the future of our fundraising and the impact we achieve together.
If you are applying for multiple Fundraising roles at the same ‘Officer’ or ‘Manager’ title, you are welcome to use the same supporting statement across applications. However, we would encourage tailoring your statement where possible, particularly if applying for roles across different teams or titles.
You will be contracted to our Haig House hub with a minimum expectation of two days per week working in person at the hub and flexibility for working remotely/at home when not on site.
Employee benefits include -
- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Enhanced paid maternity, paternity and adoption leave
- Generous pension contributions, with Employer contributions ranging from 6% to 10%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!
For more detailed information about the role, please see the Vacancy Information Pack attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.
RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.
As part of our commitment to inclusion, we offer guaranteed interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.
We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.
This is an opportunity for a 6 month maternity cover to shape the future direction of fundraising at the Royal British Legion in a role that blends strategic thinking, commercial awareness and collaboration across a large and ambitious directorate. As one of two Product Strategy Managers, you’ll take ownership of developing clear, insight-led strategies across a varied fundraising portfolio, helping teams understand where the biggest opportunities for growth sit and how different products can work together to create stronger audience engagement. Working across areas such as Regular Giving, Lottery, Legacy, Events and Philanthropy, you’ll play a key role in influencing how products are positioned, prioritised and developed for the future.
Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.
We’re looking for someone who enjoys operating at both a strategic and operational level, someone who can take complex information, audience insight and market research and turn it into practical, actionable plans that people can get behind. You’ll be confident building relationships with stakeholders across multiple teams, challenging existing ways of working and bringing people together around a shared direction. This role would suit someone who is naturally curious, commercially minded and comfortable working in a fast paced environment where priorities evolve and collaboration is essential. You’ll also have the opportunity to help shape new processes, improve ways of working and become a trusted expert within the directorate on product strategy and portfolio development.
Alongside the strategic focus, this is a role with real variety and visibility. You’ll work closely with senior colleagues across Acquisition and Development, Planning, Data, Market Research and Innovation, influencing how fundraising products are used across the supporter journey and helping ensure audiences are engaging with the right propositions at the right time. It’s a fantastic opportunity for someone with strong product strategy experience within the charity sector who wants to step into a highly collaborative role with genuine scope to influence future growth, bring fresh thinking to an evolving function and help shape how a major national charity approaches fundraising strategy moving forward.
Fundraising sits at the heart of The Royal British Legion’s 10-year strategy, and we’re investing in the people, skills and ideas that will drive growth and strengthen our support for the Armed Forces community. As one of the UK’s most trusted and recognisable charities, we have the reach and ambition to make a real difference, and this is your chance to be part of it. Our Fundraising portfolio is broad and dynamic, spanning major corporate partnerships to our sector leading charity Lottery. We’re investing in growth, evolving how we work, and putting supporters at the centre of everything we do. This is an exciting time to join us. You’ll be part of a collaborative, forward-thinking team, helping shape the future of our fundraising and the impact we achieve together.
If you are applying for multiple Fundraising roles at the same ‘Officer’ or ‘Manager’ title, you are welcome to use the same supporting statement across applications. However, we would encourage tailoring your statement where possible, particularly if applying for roles across different teams or titles.
You will be contracted to our Haig House hub with a minimum expectation of two days per week working in person at the hub and flexibility for working remotely/at home when not on site.
Employee benefits include -
- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Enhanced paid maternity, paternity and adoption leave
- Generous pension contributions, with Employer contributions ranging from 6% to 10%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!
For more detailed information about the role, please see the Vacancy Information Pack attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.
RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.
As part of our commitment to inclusion, we offer guaranteed interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.
We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.
This role sits right at the centre of how Fundraising delivers projects, plans effectively and keeps momentum across a busy, fast moving directorate. We’re looking for a confident and commercially minded Project Manager who can bring structure, pace and clarity to a varied portfolio of work, while building strong relationships across teams and senior stakeholders. From improving governance and embedding smarter ways of working, to leading high profile cross department projects, this is a role for someone who enjoys making things happen and thrives in an environment where priorities evolve quickly.
Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.
Working closely with the Fundraising Leadership Team and colleagues across the organisation, you’ll play a key role in shaping how projects are prioritised, planned and delivered. You’ll be trusted to challenge processes, influence decision-making and introduce practical project management approaches that genuinely improve delivery across the directorate. Alongside managing strategic projects from end to end, you’ll also help develop project management capability across teams by sharing best practice, improving consistency and creating tools and frameworks that people actually want to use.
This is an excellent opportunity for an experienced Project Manager who enjoys balancing strategic thinking with hands on delivery. You’ll be joining a collaborative and ambitious team where strong communication, organisation and stakeholder management are essential. We’re looking for someone who can confidently manage multiple priorities, work comfortably with ambiguity and bring energy, credibility and attention to detail to everything they do. If you have experience delivering complex projects in a fast paced environment and enjoy working with people at all levels to drive projects forward, this is a fantastic opportunity to make a real impact within a growing and evolving function.
Fundraising sits at the heart of The Royal British Legion’s 10-year strategy, and we’re investing in the people, skills and ideas that will drive growth and strengthen our support for the Armed Forces community. As one of the UK’s most trusted and recognisable charities, we have the reach and ambition to make a real difference, and this is your chance to be part of it. Our Fundraising portfolio is broad and dynamic, spanning major corporate partnerships to our sector leading charity Lottery. We’re investing in growth, evolving how we work, and putting supporters at the centre of everything we do. This is an exciting time to join us. You’ll be part of a collaborative, forward-thinking team, helping shape the future of our fundraising and the impact we achieve together.
If you are applying for multiple Fundraising roles at the same ‘Officer’ or ‘Manager’ title, you are welcome to use the same supporting statement across applications. However, we would encourage tailoring your statement where possible, particularly if applying for roles across different teams or titles.
You will be contracted to our Haig House hub with a minimum expectation of two days per week working in person at the hub and flexibility for working remotely/at home when not on site.
Employee benefits include -
- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Enhanced paid maternity, paternity and adoption leave
- Generous pension contributions, with Employer contributions ranging from 6% to 10%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!
For more detailed information about the role, please see the Vacancy Information Pack attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.
RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.
As part of our commitment to inclusion, we offer guaranteed interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.
We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.
This is an opportunity to shape the future direction of fundraising at the Royal British Legion in a role that blends strategic thinking, commercial awareness and collaboration across a large and ambitious directorate. As one of two Product Strategy Managers, you’ll take ownership of developing clear, insight-led strategies across a varied fundraising portfolio, helping teams understand where the biggest opportunities for growth sit and how different products can work together to create stronger audience engagement. Working across areas such as Regular Giving, Lottery, Legacy, Events and Philanthropy, you’ll play a key role in influencing how products are positioned, prioritised and developed for the future.
Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.
We’re looking for someone who enjoys operating at both a strategic and operational level, someone who can take complex information, audience insight and market research and turn it into practical, actionable plans that people can get behind. You’ll be confident building relationships with stakeholders across multiple teams, challenging existing ways of working and bringing people together around a shared direction. This role would suit someone who is naturally curious, commercially minded and comfortable working in a fast paced environment where priorities evolve and collaboration is essential. You’ll also have the opportunity to help shape new processes, improve ways of working and become a trusted expert within the directorate on product strategy and portfolio development.
Alongside the strategic focus, this is a role with real variety and visibility. You’ll work closely with senior colleagues across Acquisition and Development, Planning, Data, Market Research and Innovation, influencing how fundraising products are used across the supporter journey and helping ensure audiences are engaging with the right propositions at the right time. It’s a fantastic opportunity for someone with strong product strategy experience within the charity sector who wants to step into a highly collaborative role with genuine scope to influence future growth, bring fresh thinking to an evolving function and help shape how a major national charity approaches fundraising strategy moving forward.
Fundraising sits at the heart of The Royal British Legion’s 10-year strategy, and we’re investing in the people, skills and ideas that will drive growth and strengthen our support for the Armed Forces community. As one of the UK’s most trusted and recognisable charities, we have the reach and ambition to make a real difference, and this is your chance to be part of it. Our Fundraising portfolio is broad and dynamic, spanning major corporate partnerships to our sector leading charity Lottery. We’re investing in growth, evolving how we work, and putting supporters at the centre of everything we do. This is an exciting time to join us. You’ll be part of a collaborative, forward-thinking team, helping shape the future of our fundraising and the impact we achieve together.
If you are applying for multiple Fundraising roles at the same ‘Officer’ or ‘Manager’ title, you are welcome to use the same supporting statement across applications. However, we would encourage tailoring your statement where possible, particularly if applying for roles across different teams or titles.
You will be contracted to our Haig House hub with a minimum expectation of two days per week working in person at the hub and flexibility for working remotely/at home when not on site.
Employee benefits include -
- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Enhanced paid maternity, paternity and adoption leave
- Generous pension contributions, with Employer contributions ranging from 6% to 10%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!
For more detailed information about the role, please see the Vacancy Information Pack attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.
RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.
As part of our commitment to inclusion, we offer guaranteed interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.
We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.
Action for Refugees in Lewisham is a thriving, dynamic community charity supporting asylum seekers, refugees and migrants across South East London. This is an exciting new role to the organisation forming a senior management team alongside the Executive Director, Casework Manager and Education and Finance Manager. This key senior position combines line management of central staff, high level fundraising, grants monitoring and compliance, development of enhanced member co-production, oversight of operational systems and management of pilot projects emerging from AFRIL’s 2027-30 strategy.
Job Purpose:
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To manage and coordinate the operations of the organisation, overseeing high level day to day operations including IT and systems, GDPR, Health and Safety, volunteer management, operational policies and procedures.
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To provide leadership and line management to the Monitoring and Operations Officer, Experts by Experience Coordinator and Community Activities Coordinator. With possible additional line of other project staff as organisational capacity requires.
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Lead the enhancement of processes and systems which support AFRIL’s frontline systems to work effectively and holistically together, providing capacity and support to project managers and leads.
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Lead the development and delivery of AFRIL’s co-production work, supporting the Experts by Experience Coordinator to amplify members' voices at all levels of the organisation.
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Supporting the Director in delivering the organisation's fundraising strategy. Writing a range of funding applications, holding key funder relationships and developing new funding relationships, including the establishment of enhanced individual, community and corporate fundraising relationships.
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Leading on the management and oversight of the grants compliance and reporting cycles, producing monitoring reports for funders with the support of the Operations and Monitoring Officer. Overseeing and developing evaluations and impact measurement systems alongside the Director.
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Assist the Director with the implementation of AFRIL’s strategy, taking a leading role in the delivery of new projects and areas of work to advance the mission and vision of the organisation.
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Supporting the Director with the development and implementation of a communications strategy, enhancing awareness of the organisation's work and impact.
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To represent AFRIL at a range of stakeholder meetings, and develop and manage partnerships to benefit AFRIL’s service users.
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To work collaboratively and dynamically in a small team, following AFRIL policies and reflecting AFRIL’s values.
We are only accepting applications via Charityjob. Please submit your CV and a cover letter – no more than one side of A4 – detailing your motivation for applying and how you meet the person specification for the role by 23:00 on Monday 13th July 2026.
Please note that applications without a covering letter will not be considered. We appreciate that AI can be useful as a tool, particularly if English is your second language. However, we discourage the use of AI for writing cover letters as in our experience it results in a generic voice that does not communicate the unique strengths and motivations of candidates.
We support asylum seekers, refugees and vulnerable migrants to lift themselves out of poverty and rebuild their lives in the heart of our community.



The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
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The Society of Authors (SoA) is the UK's largest trade union for all types of writers, illustrators and literary translators. We’ve been advising authors and speaking out for the profession since 1884.
We’re currently looking to welcome a Finance Manager to our team.
The role
The Finance Manager leads on the operational management of the finance function to ensure there are robust financial controls, effective reporting and efficient day-to-day financial operations across the organisation, including our ancillary charities and literary estates. The postholder is expected to foster excellent working relationships across the organisation with all staff, member volunteers, senior colleagues, board members and charity trustees.
Reporting directly to the Chief Operations Officer, the Finance Manager has significant responsibility for:
· Management accounts and reporting
· Budgeting and forecasting
· Cashflow oversight
· Audit and compliance
· Financial controls and process improvement
· Operational financial analysis
Responsibilities
Day-to-day financial management
- Manage the day-to-day finances for the organisation. Ensuring all aspects of the financial systems are accurate and kept updated including banking and sales and purchase ledgers.
- Manage the finances for our 14 charities. Ensure all aspects of the financial systems are kept updated.
- Undertake monthly reconciliations ensuring all transactions are properly and efficiently recorded.
- Prepare quarterly VAT returns for the organisation including the partial VAT exemption calculation.
- Oversee the management and appropriate allocation of any restricted funds for the charities ensuring that monies are allocated as per donor wishes or grant specifications.
- Prepare any ad hoc budget request and figures for other departments or the management.
- Regularly review and maintain financial policies and procedures.
- Support with funding bids and reports for donors and grant-making bodies.
Budget process management
- Work closely with the Chief Operating Officer on preparing the annual budgets for the organisation and our ancillary charities.
- Prepare quarterly figures for review, explaining any variation from budgeted figures.
- Monitor the actual spend against budgets for all the charities.
· Ensure adequate cash flow to meet the needs of the organisation and our charities in consultation with the Chief Operating Officer and Head of Charities.
- Work closely with all Departmental Heads to ensure they fully understand their budgets and ongoing organisational performance against budget.
Statutory reporting
- Assist the Chief Operating Officer with the preparation of the organisation’s accounts.
- One of the main points of liaison with the external auditors, ensuring all supporting papers are collated for an efficient and effective annual audit to take place.
- Maintain fixed asset register and inventory of all equipment contracts and agreements.
- Ensure adequate controls are in place to safeguard the financial assets of the organisation.
- Lead on preparing all our charity accounts.
- Assist the COO to ensure the organisation and its ancillary charities are compliant with statutory bodies and external institutions including:
o Companies House
o Certification office
o Charity Commission
o HMRC
o All banks and payment processors
Financial risk management
- Work with the Chief Operating Officer to ensure that the appropriate processes are in place for the long-term financial viability of the organisation.
- Develop, update and produce long-term cashflow forecasts for both the organisation and our ancillary charities.
· Ensure appropriate financial risk management techniques and controls are in place at strategic and operational levels.
Governance support to the Finance Sub-Committee and Charity Trustees
- Assist in the preparation of all associated papers and minutes for the Finance Sub- Committee.
- Assist the Chief Operating Officer in preparing papers for Board and Charity Trustees.
The duties above outline the broad areas of responsibility. The SoA reserves the right to vary these duties to suit the requirements of the business.
Person specification
Essential
- Minimum part-qualified accountant or qualified by experience with strong financial management experience, with an ability to understand the practical impact of finance decisions and processes across the organisation.
· Strong IT skills including the Microsoft Office suite, in particular Excel, and experience of using databases.
- Experience of using Sage 50 Cloud Accounts.
- Significant experience and confidence in managing a full range of finance operations in a small or medium sized organisation in the not-for-profit sector.
- Confident presenting financial information to non-financial audiences.
- Demonstrates excellent attention to detail, organisation and communication skills.
· Resilience in working under pressure, ability, and willingness to both give and take constructive feedback.
· Bring ideas for improvements and is open and honest in all communications where relevant and appropriate.
- Ability to work with the Chief Operating Officer to develop the formulation of long-term financial plans and strategies for the society and its ancillary charities.
Desirable Skills
· Specialist knowledge of Charities, including Charity SORP guidance and procedures, underpinned by strong theoretical knowledge and practical experience.
· Experience of working for a trade onion or a membership organisation.
· Tax and charities law, including a good understanding of partially exempt VAT status.
What we offer
As a progressive and ethical not-for-profit organisation, we offer a range of benefits to support your physical, mental, and financial wellbeing. We are a London Living Wage and a Disability Confident – Committed employer.
Benefits include:
- Competitive salary
- Cycle-to-work scheme.
- Death-in-service benefit (8 x salary)
- Employee assistance programme
- Flexible, hybrid working practices.
- Family-friendly, disability-confident inclusive culture
- Generous annual leave, including all bank holidays.
- Salary exchange pension scheme
- Interest-free annual travel card loan
- *Office closure over Christmas
- Private healthcare
*Colleagues can work over the Christmas period, although the building is closed. For those who wish to take additional time off, colleagues take these days from their annual leave allowance.
As an employer, we nurture a working environment in which staff can grow and develop. We recognise the value of flexibility in the way we work with a positive culture of hybrid working practices.
Inclusion, diversity, and representation are at the core of our values, and we work to tackle structural discrimination and prejudice. Part of this commitment means that we are looking to increase diversity in our organisation at all levels. We strongly encourage applications from a broad range of social, cultural, educational, and underrepresented backgrounds
To apply, please send your CV and a personal statement as a single document (max. 3 x A4 pages)
If any part of the application process is not accessible to you, please let us know.
Empowering authors since 1884. We have been advising individuals and speaking out for the profession for more than a century.
The client requests no contact from agencies or media sales.
Please note, this is a 12 month fixed term contract (materity leave cover). The salary for this post is £47,043 (for London, including London weighting) or £45,373 (for Cardiff, including regional weighting).
This role can be based in our Stratford Office (2 Redman Place, Stratford Cross, London E20 1JQ) or our Cardiff Office (Suite 1, 9th Floor, Brunel House, 2 Fitzalan Road, Cardiff, CF24 0EB)
This role requires a Disclosure and Barring Service (DBS) check.
We have big goals over the next few years.
We're going to be fighting for mental health in a way we never have before.
Together we'll be working to make sure everyone experiencing a mental health problem gets the support and respect they deserve.
Team information
Will you join us?
This is a rare opportunity to step into a high-impact role at the heart of Mind's Social Impact Directorate.
We bring together teams across policy, campaigns, research and evaluation, systems insight, equity partnerships, national services, network relations, and communications, including our work in Mind Cymru. Together, we work to drive meaningful change in mental health through insight, influence and delivery. Our work is ambitious and complex, and we're continually evolving how we plan, connect and deliver that work.
As our Impact Directorate Operations Manager (maternity cover), you'll sit at the centre of this, working closely with senior leaders and teams across the directorate to ensure our priorities are clear, coordinated and delivered with momentum, while connecting into the wider organisation where needed.
We're looking for someone who can do more than just keep things running smoothly. Yes, this role is about excellent operational grip, planning and delivery but it's also about connecting people, energising teams, and helping to create a bold, collaborative culture where great work can thrive.
You'll play a pivotal role in:
-Turning strategy into action, supporting teams to plan and deliver effectively
-Joining the dots across programmes and teams, bringing clarity and alignment
-Shaping how we work, strengthening systems, processes and ways of collaborating
-Creating the conditions for great work, where people feel connected, supported and able to do their best
This is an influential role with visibility across the directorate and beyond. It's ideal for someone who thrives in complexity and enjoys making things work better.
Key duties and responsibilities
The post holder will:
Support delivery and performance across the directorate
-Bring clarity and structure to directorate priorities, ensuring alignment with Mind's strategy
-Monitor progress across programmes, tracking milestones, outputs, outcomes and budgets
-Identify risks, challenges and dependencies early, and support teams to address them
-Produce clear, insightful reporting to support senior leadership and governance decision-making
Support effective planning and programme management
-Work with teams to scope, plan and manage their work, including timelines, resources and dependencies
-Embed practical tools and approaches (e.g. Smartsheet) to improve visibility and coordination
-Help make complex work feel manageable by improving planning, prioritisation and flow
Act as a connector and trusted partner
-Build strong, trusted relationships across teams, directorates and the wider federation
-Bring people together to align priorities, solve problems and support decision-making
-Act as a trusted partner and sounding board to the Executive Director and directorate senior leadership team, helping maintain focus, momentum and connection
Strengthen governance and continuous improvement
-Support effective governance processes, including board and committee reporting
-Ensure performance, risks and impact are clearly understood and communicated
-Use data, insight and learning to improve how the directorate plans and delivers its work
-Identify opportunities to strengthen systems, processes and ways of working
Shape ways of working and culture
-Promote collaborative, inclusive and connected ways of working
-Help create a dynamic, open and supportive environment where people can do their best work
-Support teams through change with clarity, empathy and momentum
-Champion continuous improvement and a solutions-focused mindset
About you
You're someone who thrives in complex environments and enjoys bringing order, energy and connection to them.
You'll likely bring:
-Strong experience supporting delivery of complex programmes or portfolios
-Excellent project or programme management capability
-Proven ability to build relationships and influence at all levels, including senior leaders
-Confidence working across boundaries, connecting people, teams and ideas
-Strong judgement, balancing strategic thinking with hands-on delivery
-A commitment to collaboration, continuous improvement and inclusive ways of working
Most importantly, you'll care about how work gets done, not just what gets done.
Mind's equity statement
Mind is committed to equality of opportunity for all staff, and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
Please refer to the Job Description while completing your application as candidates will be shortlisted based on how closely they match the criteria in the personal specification.
Director of Finance
c.£85k pa | Derby, hybrid
Campbell Tickell are proud to be recruiting to the role of Director of Finance at YMCA Derbyshire.
Founded in 1847, YMCA Derbyshire is a charity that supports children, young people and communities across Derby and Derbyshire through a wide range of integrated services. We provide housing and supported accommodation for around 270 people each night, alongside pathways that help individuals move toward independent living.
Our work spans lifelong learning provision including our vocational college, employability programmes, school-based childcare, early years provision,
youth and community programmes, health and wellbeing activities, and vital services through our poverty relief programmes. We are a strong, stable and well-led organisation with a clear sense of purpose, and an equally clear belief that we can do so much more for the young people and communities we serve. We’re now looking for a new Director of Finance who can help us continue to unlock that potential.
We have grown considerably in size as an organisation in the last five years and we retain a clear focus on continuing that momentum to expand our provision and invest to strengthen our long-term financial sustainability. We are seeking a
senior finance leader who can support sustainable progress while balancing risk and resource constraints as we build more resilient financial foundations. The Director of Finance will play a critical leadership role in helping us address these challenges and seize emerging opportunities.
This is not a routine finance leadership role. We are looking for someone who can bring fresh thinking, someone who is not only technically strong, but also creative, forward-looking, and who brings an entrepreneurial flair to help us identify and seize opportunities as we grow the organisation. Above all, we are
looking for a leader with emotional intelligence, strong judgement, and the ability to build trusted relationships across a complex organisation. You will bring experience in one or more of the housing, charity, or education
sectors and while we expect you will already be operating at Finance Director level, we remain open to exceptional candidates who can demonstrate the capability to step into this level of responsibility.
This is a significant leadership opportunity with considerable
scope to have a big impact at an organisation with strong foundations, committed colleagues, an excellent reputation and strong networks in Derby and Derbyshire. If you’re energised by possibility, motivated by purpose, and ready to help us take bold steps forward, we’d love to hear from you. Join us, and help lead the next chapter of YMCA Derbyshire’s story.
Closes: Monday, 6th June 2026| 9am
As Chief Executive, you will provide visible, compassionate and credible leadership across the organisation. Working closely with the Board, Senior Leadership team, staff, volunteers and supporters, you will set strategic direction, drive financial sustainability and champion exceptional care for those who need us most!
You will be the primary ambassador for St Catherine’s, developing and managing key NHS and system wide partnerships, influencing locally and regionally, and ensuring the hospice remains a trusted, valued partner within an evolving health and social care landscape.
Key priorities
- Values‑led leadership – living and breathing our core values every day, fostering a culture of energy, courage, expertise, connection, and not forgetting Human!
- Strategic delivery – translating our vision into clear priorities that keep St Catherine’s relevant, responsive and impactful
- Financial sustainability – navigating ongoing financial challenges faced by the hospice sector, strengthening income generation and ensuring long‑term resilience
- Partnership & influence – building strong, constructive relationships with NHS partners, other hospices and third sector organisations, commissioners and system leaders
- Modern and digitally savvy – ensuring the organisation continues to evolve, embracing digital innovation and using data and technology to improve care, efficiency and reach
- People & culture – empowering staff and volunteers, developing talent and leading change with clarity and empathy
About you
You will be an experienced, credible leader with a strong strategic mindset and a track record of leading complex organisations through change. You may come from the hospice, health, public, voluntary or related sectors, but you will bring clear understanding of partnership working, financial stewardship and the realities of operating in a constrained funding environment.
Above all, you will share our values, believe deeply in our mission and be motivated by the opportunity to lead St Catherine’s confidently into a modern, sustainable future.
This post is offered on a permanent, full-time basis, working 37.5 hours per week, (flexible working patterns would be considered for the successful candidate). At St Catherine’s we offer work from home opportunities, however this is adaptable depending on business need and regular onsite attendance is required.
Please note, the successful candidate will be an essential car user, therefore candidates must have a full driving licence and access to a vehicle.
The recruitment process will be a four-stage process:
- Application process closes 17 July 2026
- Shortlisting and testing 20 August 2026
- Presentations to our stakeholders 4 September 2026
- Interview Panel 7 September 2026
Please visit our website to view Giles Tomsett's retirement announcment video, to view our draft Finance information and to see a covering letter from our Chair of Trustees.
Employees at St Catherine’s Hospice can enjoy a variety of benefits including:
- Generous annual leave starting at 27 days, (rising to 32 days after completion of probation) and 36 days with length of service, plus Bank Holidays, and an opportunity to buy / sell annual leave days. Plus we offer a day off for volunteering & moving house.
- Generous Pension scheme with up to 9% employer contributions or honour of NHS pension.
- Life Assurance Scheme, Counselling Offering, and a range of discounts.
- Enhanced maternity and adoption pay.
How to Apply:
If you join St Catherine’s, you’ll be joining a supportive team all working towards a big ambition: a future where everyone approaching death and those who love and care for them can access compassionate, specialist palliative and end of live care. If that sounds like something you’d find fulfilling, please apply today.
We want our recruitment process to be accessible to everyone, and we are proud to be a Disability Confident Level 2 Employer, committed to creating an inclusive, supportive workplace, if you need any help completing your application form please contact our HR team.
Terms & Conditions:
- This role is subject to an Enhanced DBS check. By applying you are confirming you have read the Enhanced Check Privacy Policy for applicants and understand how DBS will process my personal data and the options available to me for submitting an application.
- Please ensure you have read our employee and recruitment privacy statement prior to applying for this role.
- Must be authorised to work in the United Kingdom, please note we are unable to offer visa sponsorships.
- Please note a requirement of all roles at St Catherine’s is to complete mandatory E-learning training and remain compliant with this throughout your employment.
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We understand that Artificial Intelligence (AI) may be used to support some applications, whilst we do not discourage this, please ensure any documentation and applications submitted accurately and truthfully reflect your own experience and suitability for this role.
We are located in Grace Holland Avenue, Pease Pottage, Crawley, West Sussex RH11 9SL. You can access the Hospice by car, bus, bike or walking, with full transport details on our website.
If you require any additional information or would like an informal discussion with our current Chief Executive, please visit our website for contact information and we will arrange this.
Are you a qualified finance professional looking for a high-impact contract role within an international charity? This is a unique opportunity to join during a pivotal period of growth and transformation, helping integrate UK and US finance operations while ensuring robust financial control, compliance, reporting and governance.
Working closely with the VP of Finance, you will provide strategic financial leadership while remaining hands-on with financial operations, systems migration, board reporting and statutory compliance. This role would suit someone who thrives in a changing environment and enjoys improving processes, systems and reporting.
Key Responsibilities
- Lead the integration of UK finance operations into a global finance function
- Support the migration from QuickBooks to NetSuite and Barclays to HSBC
- Support budgeting, forecasting and financial planning activities
- Prepare board reports and provide financial insights to senior stakeholders
- Lead UK audit activity and support statutory filings with Companies House and the Charity Commission
- Review and improve financial policies, processes and reporting frameworks
Essential Skills & Experience
- ACA, ACCA or CIMA qualified
- 5+ years' finance experience
- Experience managing change, finance transformation or systems projects
- Board reporting and stakeholder management experience
- Experience managing or mentoring finance staff
Desirable Skills & Experience
- Charity or international NGO experience
- NetSuite implementation or migration experience
- Gift Aid knowledge
Applications for this role are now under review, and the deadline could well be brought forward if the suitable candidate is found. Therefore, do not delay in submitting your application!
ABOUT BIRMINGHAM HIPPODROME:
With a mission to enrich the cultural life of our region, Birmingham Hippodrome is one of the most popular theatre complexes in the UK, welcoming over 600,000 people each year. Varied productions in our 1,850-seat auditorium (dating from 1899), and in our 200-seat Patrick Studio ensure we play a key role in the region’s world-class cultural scene. With c.400 live performances annually in our main house, we present nothing but the best in touring musical theatre, ballet, dance, opera, pantomime, drama, and comedy. Our Patrick Studio welcomes a range of smaller-scale productions and is an important base for dance and for the development of new artistic work.
ABOUT THE ROLE:
Job Title: Director of People & Culture
Department: Directors
Job Title of Line Manager: CEO & Artistic Director
Direct Reports: Head of People, Culture and Talent
Contract: Permanent, Full-time, 37.5 hours per week
Location: Onsite at Birmingham Hippodrome with flexibility for hybrid working
Salary: £75,000 - £80,000 per annum
The Director of People & Culture sits within the Executive Leadership Team and, along with the Artistic Director & Chief Executive Officer, Chief Operating Officer, Director of Creative Programmes, Director of Operations and Executive Director. The Executive Team are responsible for striving towards achieving the vision to create ‘a distinctive, world-class Birmingham cultural scene with the Hippodrome at its heart’ and succeeding in the mission to ‘provide that “goosebumps” feeling through memorable and extraordinary experiences’.
The Director of People & Culture plays a key strategic leadership role in shaping an inclusive, values-led and high-performing organisation where people can thrive. Working as part of the Executive Leadership Team, they lead the development of people, culture and talent strategies that support Birmingham Hippodrome’s mission, people and future growth, while also acting as a key liaison with the Board on people and culture matters.
ABOUT YOU:
You’ll need significant senior leadership experience in People/HR/OD, including with people strategy, organisational strategy, workforce planning, and culture change. You’ll have strong experience of employee relations, consultations, restructures, change leadership, and employment law; plus strong experience of leading EDI&B, managing senior stakeholders, and advising executive leaders and Boards. You’ll have a CIPD Level 7 or equivalent, and ideally additional accreditation in areas such as mediation and leadership development. You’ll also need financial leadership skills with the ability to control organisational people spend and manage budgets.
TO APPLY:
For full details of the role and the person specification, please view the candidate pack.
Recognising under-representation in our workforce of the global majority, and people with disabilities, we particularly welcome applicants from those backgrounds.
If you would like to arrange a time to have an informal discussion of the role with one of our Directors, please email us to arrange this. We politely request no contact from agencies.
Providing that “goosebumps” feeling through memorable and extraordinary experiences
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!
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.
At Limehouse Project we are seeking a passionate and driven Development and Income Manager to lead and grow our fundraising and income generation activities at an exciting and critical time for the organisation.
This is a newly created role, designed to help secure the long-term sustainability of the Limehouse Project. You will play a central role in shaping our future - developing and delivering a strategic, diversified income plan that ensures we can continue providing life-changing support and frontline services to the communities we serve.
Working closely with our CEO and Senior Management Team, you will take the lead on generating income from a variety of sources - including trusts and foundations, statutory tenders, corporate partnerships, and individual giving. You’ll identify new opportunities, nurture strong relationships with funders and partners, and help unlock the potential of our organisation as we grow our impact.
We’re looking for someone with a strong track record in fundraising and income generation within the voluntary or community sector, who shares our commitment to empowering local people and creating opportunities for all. If you’re strategic, creative, and motivated by making a tangible difference, we will love to hear from you.
Please submit your CV and a supporting statement outlining how you meet the person specification.
The client requests no contact from agencies or media sales.
This is an opportunity to lead a well-established and ambitious corporate partnerships team with some exceptional high-profile relationships and shape the future of a portfolio to deliver long-term strategic value. As Corporate Partnerships Lead, you’ll oversee a talented team of Corporate Partnerships Managers, driving performance across a varied portfolio while helping to define the next phase of growth. This is a role for someone who thrives in leadership, enjoys working at pace and knows how to balance strategic thinking with strong commercial instinct and relationship management.
Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.
We’re looking for an experienced corporate fundraising leader who can bring clarity, direction and energy to a high-performing team. You’ll be confident leading complex partnerships, supporting senior level negotiations and developing growth strategies that strengthen existing relationships while creating new opportunities. Alongside managing and coaching your team, you’ll work closely with stakeholders across fundraising, marketing, services and legal, ensuring partnership activity is collaborative, well-executed and aligned to wider organisational priorities. You’ll also play a key role in embedding new processes and ways of working, helping the team evolve and continue to deliver exceptional results in an increasingly competitive fundraising landscape.
This role would suit someone who is commercially aware, highly organised and motivated by building partnerships that are strategic, creative and sustainable. You’ll need strong leadership capability, experience managing high value corporate accounts and the confidence to influence at senior level both internally and externally. In return, you’ll join a forward-thinking and supportive fundraising environment where your expertise will be valued, your ideas welcomed and your leadership will directly shape the future success of the corporate partnerships team.
Fundraising sits at the heart of The Royal British Legion’s 10-year strategy, and we’re investing in the people, skills and ideas that will drive growth and strengthen our support for the Armed Forces community. As one of the UK’s most trusted and recognisable charities, we have the reach and ambition to make a real difference, and this is your chance to be part of it. Our Fundraising portfolio is broad and dynamic, spanning major corporate partnerships to our sector leading charity Lottery. We’re investing in growth, evolving how we work, and putting supporters at the centre of everything we do. This is an exciting time to join us. You’ll be part of a collaborative, forward-thinking team, helping shape the future of our fundraising and the impact we achieve together.
If you are applying for multiple Fundraising roles at the same ‘Officer’ or ‘Manager’ title, you are welcome to use the same supporting statement across applications. However, we would encourage tailoring your statement where possible, particularly if applying for roles across different teams or titles.
You will be contracted to our Haig House hub with a minimum expectation of two days per week working in person at the hub and flexibility for working remotely/at home when not on site.
Employee benefits include -
- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Enhanced paid maternity, paternity and adoption leave
- Generous pension contributions, with Employer contributions ranging from 6% to 10%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!
For more detailed information about the role, please see the Vacancy Information Pack attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.
RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.
As part of our commitment to inclusion, we offer guaranteed interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.
We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.
We provide lifelong support to serving and ex-serving personnel and their families. Our support starts after one day of service and continues through


