Senior membership programmes manager jobs

Director of Finance & Services
Contract: Permanent
Hours: Full-Time. (We welcome requests for flexible working arrangements, including hybrid and part time working).
Location: South Kensington, London SW7
Salary: Circa £100,000+ per annum FTE

About Us

The Royal Geographical Society (with the Institute of British Geographers) is the learned society and professional body for geography and geographers. It is also a charity and a membership organisation. The Society was founded in 1830 and has been one of the most active of the learned societies ever since. It was pivotal in establishing geography as a teaching and research discipline in British universities and continues to play a key role in geographical and environmental education.

The Society is a leading world centre for geographical learning – supporting education, teaching, research, professional practice and scientific expeditions, as well as promoting public understanding and enjoyment of geography and providing advice to policymakers.

The Society offers professional accreditation to members through Chartered Geographer status.

About You and the Role

As the Society approaches its 200th anniversary in 2030, with ambitious associated goals, ensuring that we continue to have the best possible leadership team in place has never been more relevant.

With the approaching retirement of our current Director of Finance & Services, we are looking for an exceptional, entrepreneurial senior leader with proven ability to balance strategic and operational impact.

Whilst an executive level financial background is a given, we are additionally seeking an individual who has led other functions and developed the professionals within them. This role leads a diverse team of 10, spanning: Finance, Facilities & Estates, IT & Database Administration, and HR. It also holds additional responsibility for: Safeguarding, Data Protection, Risk Management, Pensions, Company Secretarial, Insurance & Legal.

We have exciting plans for our building, at the heart of London’s Exhibition Road Cultural Quarter, optimizing and developing this space as a gathering point of global significance and influence for people intent on making a positive difference to the world. Accordingly, we are particularly interested in individuals who bring with them strong programme management skills and experience of managing heritage estate projects operationally, in partnership with external consultants.

The successful candidate will drive and deliver effective and efficient financial planning, forecasting, budgeting, reporting, controls, operations, and management, whilst continuing to improve the Society’s processes and systems.

Salary and Benefits

This is a permanent post. We welcome requests for flexible working arrangements, including hybrid and part time working. This is looked at on a case-by-case basis, balancing the Society’s needs with the successful candidate’s other commitments, to support a good work-life balance. The salary range for this post is c£100,000+ (FTE) per annum, depending on experience and qualifications. The post is based in Kensington, London.

There are a range of benefits at the Society which include the following:

• 35-hour working week with core working hours between 10.00am and 4.00pm.
• Flexible working arrangements are available with a mix of office based and home working.
• 25 days annual leave per annum, pro rata, plus public bank holidays.
• Society closure between Christmas and New Year, in addition to the basic annual leave allowance.
• Pension scheme - 3% employee, 7.5% employer.
• Group Life Assurance at four-times basic annual salary.
• Corporate eye care vouchers.
• Cycle to work scheme.
• Free 24-hour Employee Assistance helpline with available counselling support.

Applications must be received by 5.30pm 12 June 2026.
It is anticipated that interviews will take place week commencing 29 June 2026.

Interested?

If you would like to find out more, please click the apply button. You will be directed to our website to complete your application for this position.

The Society aims to be an equal opportunities employer. We strongly encourage applicants from those traditionally underrepresented in the geographical discipline.

Applicants must have the right to work in the UK. The Society is unable to offer work visa sponsorships.

No agencies please.

The Sandhurst Trust - an extraordinary community.

The Royal Military Academy Sandhurst has shaped leaders since 1802.  Spanning heads of state, generals, ministers, diplomats and captains of industry – the Sandhurst alumni community is remarkable.

The Sandhurst Trust is the Academy’s independent charitable foundation and is responsible for securing philanthropic support for the Academy and its community, supporting expansion, innovation and initiatives that government funding alone cannot sustain.

The Trust is at an inflection point. With new leadership and momentum, we are looking for exceptional development leaders to help build a once-in-a-generation philanthropic programme for an institution whose purpose has never felt more urgent.

Director of Alumni Engagement and Regular Giving
£80,000 - £90,000 (depending on experience)
Old College, The Royal Military Academy Sandhurst (RMAS) GU15, Hybrid

As Director of Alumni Engagement and Regular Giving and the CEO’s Deputy, you will have the chance to build and lead a best-in-class programme that will form the future foundation of the Trust’s philanthropic strategy, engaging, igniting and transforming the alumni community into a powerful and sustainable source of long-term support.

Head of Major and Principal Giving
£80,000 - £90,000 (depending on experience)
The Royal Military Academy Sandhurst (RMAS) GU15, Hybrid

The Head of Major and Principal Giving will cultivate and secure major and principal gifts from a highly receptive and loyal constituency in the UK and internationally. With a portfolio that is rich in potential and ready for discovery, this is an outstanding opportunity for an entrepreneurial fundraiser.

Head of Operations
£50,000 - £55,000 (depending on experience with scope to go beyond for an exceptional candidate)
The Royal Military Academy Sandhurst (RMAS) GU15, Hybrid

As Head of Operations and a member of the senior leadership team, you will play a key role in shaping the systems, governance, and operational infrastructure that will support the Trust’s long-term success. You will also play a critical role in shaping a high-performing and collaborative operational culture.

These leadership roles offer something that is genuinely rare in the fundraising profession: the opportunity to build something exceptional from the ground up, at a cornerstone British institution whose story, community and moment in time combine to make the case for philanthropy almost uniquely compelling. The Sandhurst Trust is looking to build a team full of passion and ambition so if this sounds like you, we would love to hear from you.

The Trust operates a hybrid working model with two days onsite (Old College, RMAS, Camberley, GU15 4PQ).

Closing date: Midnight on 30 June 2026

Interested?

Please familiarise yourself with the attached Candidate Packs.
To apply, please submit a CV and covering letter clearly staing which role you are applying for.

The Sandhurst Trust is partnering with Erin Hall-Westfall and Joanna Logan of Constellate Global Talent on this search.

No agencies please.

Be Part of Meaningful Change

Rape Crisis South London (RCSL) is entering an exciting new chapter. With a new CEO, refreshed Senior Leadership Team, and an ambitious vision for the future, we are laying the foundations for a bold new organisational strategy.
 

We are now seeking an Deputy CYP Lead to join our CYP Team at this pivotal time on a permanent basis.

As a specialist charity supporting survivors of sexual violence across twelve South London boroughs, we provide counselling, group therapy, advocacy, prevention education, and professional training. With an annual income of approximately £4 million, we are growing and strengthening our infrastructure to better serve survivors and communities.

About the Role:

We are seeking an experienced and committed Deputy Children and Young People (CYP) Lead to support the development and delivery of our therapeutic services at a pivotal time of growth and transformation.
 

Reporting to the CYP Clinical Lead, the successful candidate will play a key role in providing day-to-day leadership and guidance to CYP counsellors and therapists. You will help ensure that services for children and young people are consistently safe, effective, trauma-informed, and survivor-centred.
 

This is a varied and impactful role that combines clinical leadership, safeguarding oversight, service development, and line management. It offers a meaningful opportunity to contribute to shaping, strengthening, and expanding high-quality CYP services.
 

What You’ll Do

• Support the CYP Clinical Lead with assessments, allocations and case distribution across CYP pathways
• Provide clinical guidance and day-to-day support to CYP counsellors and therapists
• Line manage allocated CYP staff and contribute to recruitment, induction and staff development
• Oversee group work programmes, including family support groups
• Undertake the role of Designated Safeguarding Officer for the CYP team
• Deputise as Deputy Designated Safeguarding Lead as part of the rota when required
• Provide guidance on complex safeguarding concerns and ensure appropriate escalation
• Contribute to service improvement, contract delivery and performance monitoring
• Build and maintain effective relationships with external agencies and partners
• Deputise for the CYP Clinical Lead where required

About You

• Degree-level qualification in counselling or psychotherapy (or equivalent experience)
  Professional membership with an accredited counselling/psychotherapy body
  Minimum of 200 hours post-qualification supervised client work
  At least 3 years’ experience working with children and young people affected by rape and sexual violence
  Experience leading or supporting a team
  Strong knowledge of safeguarding legislation (children and adults)
  Completed Level 3 safeguarding training
  Experience in the Violence Against Women and Girls (VAWG) sector
  Understanding of trauma-informed, survivor-centred and feminist practice
  Experience working with diverse communities
  Ability to use data and outcomes to support service improvement
• Experience working with marginalised or under-served communities
  Knowledge of housing, welfare benefits or related legislationn

This role offers the opportunity to:

• Take the next step in your leadership journey
• Gain experience of safeguarding, clinical leadership and service development
• Support and develop a dedicated team of CYP practitioners
• Contribute to the future direction of CYP therapeutic services at RCSL
• Be part of a dynamic, creative and values-led organisation

Safeguarding and Safer Recruitment

Rape Crisis South London is committed to safeguarding survivors and service users. The post holder will contribute to maintaining the organisation’s safeguarding standards.

This includes:

• Promoting the safety and wellbeing of children, young people and adults at risk
• Identifying and reporting safeguarding concerns
• Following organisational safeguarding policies and procedures
• Supporting a culture where everyone feels safe, respected and supported

Our safer recruitment processes include:

• Values-based interviews
• Verification of identity, qualifications and employment history
• Reference checks
• Enhanced DBS checks where required
• Safeguarding training and supervision
• Equality, Feminist Commitment and Values

Rape Crisis South London is an equal opportunities employer. We particularly welcome applications from women who are under-represented in leadership roles within the violence against women and girls (VAWG) sector.
 

Our work is grounded in feminist principles, recognising sexual violence as both a cause and consequence of gender inequality. We centre survivor voices and prioritise empowerment, inclusivity and intersectionality.
 

Intersectionality and Reasonable Adjustments

We recognise that experiences of sexual violence are shaped by intersecting factors such as:

• Race and ethnicity
• Disability
• Sexuality and gender identity
• Socioeconomic background
• Immigration status
• Faith and culture
   

We are committed to removing barriers and creating an inclusive workplace.
 

Applicants are encouraged to let us know if they require reasonable adjustments during the recruitment process, such as:

• Alternative interview formats or timings
• Additional time for written tasks
• Accessible documentation
• Support relating to disability, neurodivergence or health needs
   

Learning and Development

As a charity undergoing transformation and growth, we welcome colleagues who are committed to continuous learning and professional development.

Interview Process

Shortlisted applicants will be invited to an interview, conducted via MS Teams.

Stage one: MS Teams with the Director of Programmes and two other panel members.

The whole process from advertisement to appointment, may take up to 3 -4 weeks.

The role will initially be open for two weeks (until 12:00 noon on Wednesday 16 April 2026). However, due to the urgent need for support, applications will be reviewed and interviews arranged on a rolling basis, so early applications are encouraged.

The interview will explore experience and approach to:

• Safeguarding
• Equality, diversity and inclusion
• Wellbeing and feminist practice
• Trauma-informed therapeutic work
• Leadership responsibilities relevant to the role

This post is open to women only (Schedule 9, Paragraph 1, Equality Act 2010).
We particularly welcome applications from women underrepresented in leadership roles in the VAWG sector. Applicants must have the right to work in the UK.

How to apply
Please submit your CV and a cover letter outlining your suitability for the role to in PDF format to our recruitment inbox.

AI in Job Applications 
We understand some candidates use AI tools when applying. Whilst we welcome the use of technology to support clear communication and structure, we want to learn more about you, so please ensure that your application reflects your own skills, knowledge and experiences 

We are looking for an entrepreneurial leader to relaunch and build the next phase of the UK Democracy Network: a national network that helps organisations working to strengthen democracy across the UK connect, collaborate and coordinate more effectively.

This is a rare opportunity to shape a growing national network. The Network already has strong foundations, sector backing, and three years of core funding secured. The next step is building it into an independent, trusted and influential organisation that helps the democracy sector work together more effectively.

About the Network

The Democracy Network exists to help make collaboration across the democracy sector more effective. It connects organisations, practitioners and professionals across the UK democracy ecosystem, helping to reduce duplication, strengthen relationships, share intelligence, and enable more coordinated collective action.

About the host organisations

The Network is jointly incubated by two organisations with deep roots in UK civic tech, democratic education, and sector-wide network building:

The Politics Project supports young people to use their voice by giving them access to brilliant democratic education. They work with young people, teachers, youth practitioners and politicians to help them learn about, teach and actively participate in democracy. The Politics Project also leads the Democracy Classroom Network, a sister network of over 100 organisations across the democracy, education and youth sectors which support over 3,500 teachers and youth practitioners to engage young people in democracy.

Democracy Club produces the most comprehensive election data in the UK. Established in 2010 and registered as a Community Interest Company in 2015, it runs the national polling station finder Where Do I Vote and candidate lookup service Who Can I Vote For, serving election information to millions of UK voters each year and supplying data to the Electoral Commission. Democracy Club brings a mailing list of 35,000, an active community of 1,200 volunteer contributors collaborating on election information, and strong digital and data expertise to the Network.

Our vision for the Network

Over the last year, we have carried out extensive consultation with members of the UK Democracy Network, the Network’s Steering Group and funders. Through this process, we have developed a new vision for the Network that is designed to reflect and support the diversity of the democracy sector, and the wide range of approaches, perspectives and organisations within it.

Our model is built around a series of smaller thematic, geographic and demographic-based “hubs” within the wider Network. These hubs will create spaces for organisations and individuals working on particular issues, in particular places, or with specific communities to collaborate more effectively, while remaining connected to the wider democracy ecosystem.

Alongside this, the Network will support stronger coordination and information sharing across the sector through activities such as a monthly bulletin, shared events, an annual conference and practical tools and databases that help partners collaborate more effectively.

Importantly, we want to build on and strengthen the excellent work that already exists across the democracy landscape, rather than duplicate it. Over time, we also hope the Network can help incubate and support new hubs and collaborations around emerging issues and opportunities within the democracy sector.

About the role

The Network will be delivered by a small core team: a Network Director (this role), a Network Manager (in post), and a Network Coordinator (to be recruited).

Our medium-term ambition is for the Network to become an independent organisation in its own right. We see this role as central to shaping that transition, with the successful candidate expected to lead the Network into its next phase as an independent organisation over the course of the grant period. 

Key responsibilities

The Network Director provides overall leadership of the Network and is responsible for its long-term sustainability and strategic direction. 

Specifically: 

• Strategic leadership. Set strategic direction for the Network in consultation with members, hosts and the Steering Group / Board.

• Represent the Network. In networking and fundraising events, high-level roundtables and in high-profile relationships with government, funders, media and sector leaders.

• Lead on fundraising. Develop relationships with major funders, alongside Harriet Andrews at The Politics Project, building a diversified, sustainable funding base.

• Oversee the Network's transition to an independent legal structure. Support the establishment of the Board, working with Harriet Andrews and Sym Roe to recruit members with a mix of professional expertise and elected network representatives.

• Build an inclusive, supportive team culture. Line manage the Network Manager and Network Coordinator.

• Oversee monitoring and evaluation. Lead reporting to funders, and support the annual review process with the team and Steering Group / Board.

Person specification

We are looking for a values-driven, experienced, strategic leader. They will have strong people and financial management skills, and the ability to build trusted relationships across the democracy sector. They will be an excellent communicator, comfortable leading through complexity and change, and motivated by a commitment to strengthening UK democracy. 

The postholder will be expected to work in-office two days a week and attend regular in-person engagements in London.

Benefits

• 33 days’ annual leave pro rata, including Bank Holidays (with three days off between Christmas and New Year).

• 4% employer pension contribution.

• 2 working days / 15 hours of volunteer leave a year.

• Cycle to Work scheme.

Further information about the role and job specification can be found in the Candidate Recruitment Pack.

Equity, diversity and inclusion

The UK democracy sector has historically been less diverse than the country it serves, and we want to help change that, starting with how we recruit. We particularly welcome applications from people who are underrepresented in democracy sector leadership, including people of colour, disabled people and people from working-class backgrounds.

How to apply

Please apply via charity job with the following:

• Your CV (no more than two pages).

• A supporting statement of no more than 500 words, setting out how your experience, skills and knowledge meet the person specification and why you are drawn to this role.

The closing date is 11.30pm, Sunday 14th June 2026.

We will shortlist on the basis of the supporting statement against the person specification.

Deputy Diocesan Safeguarding Officer

The Diocese is seeking an experienced and committed safeguarding professional to join the Diocesan Safeguarding Team as Deputy Diocesan Safeguarding Officer.

Position: Deputy Diocesan Safeguarding Officer

Location: Hove/Hybrid

Salary: £49,536 per annum

Hours: Full-time (flexi time available)

Contract: Permanent

Closing Date: 5th July 2026

Interview Date: Hove on 30th July 2026.

About the Role

This is a pivotal leadership role, offering an opportunity to shape and strengthen safeguarding practice across a large and diverse diocese. You will play a key part in ensuring the safety and wellbeing of children, young people and adults, while supporting parishes, clergy and diocesan colleagues to uphold the highest safeguarding standards.

Key duties include:

• Lead and manage safeguarding casework across the Diocese, ensuring compliance with national Church of England safeguarding standards and statutory guidance
• Provide line management and supervision to the team of Assistant Diocesan Safeguarding Advisers
• Oversee triage, risk assessment and allocation of safeguarding referrals
• Manage complex and high-risk cases, working collaboratively with statutory agencies such as police, social care and probation services
• Ensure high-quality case recording, quality assurance and continuous improvement of safeguarding practices
• Act as the Diocesan Safeguarding Officer in the absence of the Director of Safeguarding
• Contribute to training, policy development and the promotion of a strong safeguarding culture

This role involves regular collaboration with clergy, parish safeguarding officers, senior church leaders and external partners across the Diocese.

If you are passionate about safeguarding and want to play a key role in protecting and supporting communities across Sussex, we would love to hear from you.

About You

We are seeking a highly skilled safeguarding professional who can demonstrate:

• Significant safeguarding casework experience and strong knowledge of legislation and best practice
• Experience working with victims, survivors and those who pose risk, and partnering with statutory agencies
• Proven ability to embed good safeguarding practice
• Strong leadership, risk assessment and communication skills
• Ability to manage complex cases, quality assure work and maintain confidentiality
• High integrity, resilience and sound judgement
• Reflective, collaborative and committed to equality and inclusion
• Alignment with the values of the Church of England

You can view full details of the in the job description and person specification when you apply.

About the Organisation

The vision of the Diocese is to help people to know, love and follow Jesus. Based in Hove and serving the people of Sussex across more than 360 parishes and 154 church schools and the wider community, this is a great role for someone who supports the ethos, aims and objectives of the Diocese and the Church of England.

As an employer, and as a team, the mutual values at work are to be Respectful, Professional, Flexible and Supportive.

What is on offer:

• 28 days of annual leave, plus bank holidays and two privilege days per year.
• Flexi-time and the opportunity to apply to use the DBF’s remote working policy to work from home for part of the week.
• Membership of the Church Worker’s Pension Scheme with a 15.1% employer contribution and an employee contribution between 0-6%.
• Employee Assistance Programme with access to GP appointments, counselling and financial and legal support.
• Free parking, and the ride to work scheme and development opportunities.

Our client is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults.  All post holders are expected to share this commitment and to comply with the relevant safeguarding policy. This role is subject to an enhanced DBS check.

Please note this role is advertised by the recruitment agency acting for the client, Not For Profit People. #INDNFP

Main Purpose of Role:

· Devise and implement a mixed programme of community fundraising activities, to generate a sustainable source of unrestricted income to meet agreed targets.

Specific Responsibilities:

• Launch, implement and run innovative income generating projects to maximise donations to SWA, to look after relationships with existing donors and build on relationships created to ensure fundraising potential is optimised.
• Set up and manage a volunteer community fundraising team
• Organise and manage community fundraising activities (including digital) and events to maximise all fundraising opportunities and work to raise the profile of the SWA.
• Keep abreast of developments in the third sector relating to fundraising and have an awareness of the local competition for donations.

General Responsibilities:

Responsible for the Health, Safety and welfare of yourself and your colleagues, ensuring the duties and responsibilities are clearly understood and that legislative requirements are adhered to.

• Respect the confidentiality of all information obtained in the course of duties, perform and refrain from disclosing such information without written consent from management, except where disclosure is required by order of a Court of law.

• Maintain professional competence by complying, at all times, with the training and competence procedures set down by the Organisation. Generally, keep abreast of developments affecting your duties and responsibilities.
• Be aware of the Organisation’s Equal Opportunities Policy regarding both employees and service users to assist in eliminating all areas of inequality and discrimination.
• Become familiar with the aims, ethics and aspirations of the Organisation and to sustain and promote them. Participate enthusiastically in the growth and prosperity of the Organisation.
• Undertake any other business development/funding duties, as directed that can reasonably be accommodated within the salary range for the job and your expertise.

Job Description and Review

The job description reflects the present requirements of the post.  The description will be reviewed in consultation of the job holder as and when the duties and responsibilities change.  Such review will normally also take place at the Annual Appraisal Meeting.

Desirable

• Charity fundraising qualification
• Membership of Institute of Fundraising or other relevant professional body.
• Ability to speak Welsh

Essential

Experience 

• Minimum of two years’ experience in community fundraising with a proven track record of achieving funding target
• Experience in planning, organising and delivering fundraising campaigns, events and activities
• Developing and evaluating new opportunities for partnerships and community fundraising
• Raising funds via social media activities/digital marketing
• Experience of managing or working with volunteers to support fundraising activities

Knowledge

• Charity community fundraising
• Donations
• Proven knowledge of online fundraising tools, digital marketing and social media
• Regulatory knowledge to include Gift Aid, general data protection regulations and fundraising best practices.

Skills/Personal Qualities

• Proficiency in Microsoft Office, and experience with Customer Relationship Management software systems.
• Numerate and attentive to detail, with the ability to maintain accurate records
• Good networking skills
• A proactive self -starter who is able to work on their own initiative, managing and prioritising their work to meet agreed deadlines and targets
• An excellent communicator, with persuasive, engaging and creative writing skills
• Understanding of, and enthusiasm for, SWA’s work, mission and values
• A passion to raise funds for SWA

Other

• Full UK driving licence and access to a suitable vehicle
• Able to lift and transport equipment
• Willingness to travel locally and to work occasional evenings and weekends

Can you tell a great story?

Hope into Action is an inspiring story.  It starts with a couple, Ed and Rach Walker, who decide to use £30,000 of their own money to buy a house for people who were homeless in Peterborough in 2010.  And from this seed, an organisation has grown which 16 years later has 134 houses and has seen over £34 million invested in homes for people who were homeless.

Hope into Action is a story of how faith in God has been put into action and led to resources being shared, new relationships being formed and people’s lives being transformed.

Last year we housed over 500 people who had been homeless. Each of those individuals has a story to share of how Hope into Action has helped them. This is the story we want to share.

The Communications & Engagement Lead is responsible for implementing Hope into Action’s communications and engagement strategy. Working closely with the CEO, they will be responsible for telling the Hope into Action story and driving increased engagement with our vision for every church in the UK to be engaged in ending homelessness.

At least 50% of the role is harvesting stories from around our Network to create engaging content which expresses our vision and mission. We want someone who can be both responsive and strategic. To hear a story from our frontline workers and be able to share it on our website and social media later that day – whilst also working towards the longer term goal of more people in the UK being aware of our work and its impact.

We are focused on combining both professional excellence and spiritual passion. The first quality we look for in our staff, therefore, is a passion for the work we do. This needs to be matched by integrity and commitment to leading by our values. You will work closely with all other departments in the organisation, so an ability to build and maintain strong relationships in a rapidly growing and constantly changing organisation is essential.

A deep commitment to the Christian faith is essential as is the ability to communicate the nuance of our faith-driven work sensitively, maturely and passionately. Whilst our office hours are 9am-5pm we support staff in their flexible working. For this role you will be expected to be in our Peterborough Support Centre Office at least 2 days per week with occasional travel to other locations. Our office is located 5 minutes’ walk from Peterborough railway station and with good parking facilities available.

We are committed to staff care and realise the importance of a good work-life balance. To help our staff perform to their best, we offer a range of benefits including generous leave allowance and occupational sick pay provision, retreat days and sabbatical leave, an employee assistance programme and a generous workplace pension, to name a few.

Hope into Action has a great story to share – could you come and help us tell it better?

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.