Financial Planning Advisor Jobs in Manchester
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Role purpose:
We are seeking a dynamic, experienced manager to manage our part in “On track for inclusive train travel”, a research, scoping and piloting project, aiming to make rail travel more accessible and inclusive for disabled people. This project is being delivered alongside RNIB as lead partner, and funded by Motability Foundation, working with our members Community Rail Lancashire (CRL) and Gloucestershire & Oxfordshire CRP (GOCRP) to engage disabled people and shine a light on lived experience.
You will work closely with RNIB and their project manager, forming part of a small project team to ensure the success of this exciting project. You will support CRL & GOCRP in their coordination of local engagement with disabled people, helping to facilitate a pan-disability, empowering approach that draws on and champions expertise by experience. Ensuring excellent collaboration with railway partners is also key to this role, enabling us to co-create an effective, adaptable model for training, learning and culture change that can be deployed across the railways as they are reformed and renationalised.
Responsibilities
Project and local engagement coordination
- Work closely with the RNIB project manager and as part of the project team to help ensure effective planning, coordination, management, communication and the overall success of this project, in line with its purpose and aims;
- Ensure excellent coordination and communication with the two community rail partnerships, supporting their delivery of empowering, high-quality engagement, in line with project plans, requirements and objectives;
- Ensure CRL and GOCRP are enabled to play their part effectively, using their expertise and local relationships to bring the experiences, ideas and voices of disabled people to the fore, while engaging railway staff constructively, to research, develop and test our model, and forge ongoing dialogue and understanding between the disabled community and railway;
- Take a particular lead in utilising and championing co-creation principles and empowering ways of working, across this project and its partners, and in building a legacy;
- Coordinate closely with our core railway partners helping to develop and test our model, and work across the rail industry, including engaging existing inclusion and accessibility forums and networks, to support the research phase and generally build on community rail’s positive relationships and ability to support inclusive railway practices;
- Manage Community Rail Network’s budget and monitor the CRPs’ budgets in partnership with their project leads, ensuring these are in line with agreed grant funding;
- Maintain and uphold our partner agreements and MoU with RNIB.
Research, evaluation and reporting
- Work as part of the project team to engage railway partners and jointly deliver effective research, as part of the ‘discovery’ phase, to understand current practices and issues within the railway around accessibility and inclusion, and opportunities to improve this;
- Support the CRPs and their interaction with RNIB’s research and innovation staff and our academic advisor, helping them play a strong part in the discovery phase, and model development and testing, involving the disabled community and railway staff members;
- Support effective recording and evaluation by the CRPs, ensuring this is in line with project requirements, and serves our goals around legacy-building and empowering those involved;
- Advise and feed into RNIB on the completion of grant reports and financial statements, including coordinating and reviewing input, data and reports from the CRPs;
- Maintain strong relations with Motability, as part of the project team.
Legacy building, communications and influencing
- Continually feed into our senior team and the project board on insights emerging from the programme to help us advocate for more inclusive, confident (rail) travel for disabled people;
- Support and feed into Community Rail Network and RNIB’s strategic work engaging with rail reform and transformation, such as attending meetings and providing briefings, reports and recommendations, to help us seize opportunities to advocate for positive change;
- Attend and speak at community rail and other relevant events to develop awareness of the project, share its lessons, and promote our model;
- Work with Community Rail Network and RNIB’s communications teams, and other colleagues and partners, to promote the project and its achievements, and amplify the voices/views/needs of disabled people, across our networks and build a legacy.
General team working
- Contribute to the wider objectives and development of Community Rail Network, especially by sharing project progress and learnings, and offering advice and input.
- Help our member support & development team to embed lessons from the project on involving and empowering disabled people.
- Contribute to the maintenance and development of our internal systems (e.g. shared drive, CRM) such as by data capturing relevant contacts and saving documentation.
- As a member of the Community Rail Network team, assist with more general work as needed.
Skills and competencies
- A proven track record in project management, including coordinating between multiple delivery partners and ensuring project/funding requirements are met, and supporting/overseeing effective monitoring and evaluation.
- Demonstrable experience in supporting community engagement, ideally related to inclusion, disability and/or mobility, and a good understanding of and confidence using engagement, project planning, and evaluation techniques to develop and support such initiatives.
- The ability to collaborate and communicate with community groups and other local partners, draw on their views and expertise, and support them to build capacity and confidence.
- Excellent interpersonal skills and the ability to work confidently with stakeholders at all levels and facilitate positive discussion; articulate and assertive, and a great team player.
- A proven ability to bring partners and groups together, develop and maintain mutually-beneficial partnerships, deliver joint activities, and form professional networks.
- Good writing, research and analysis skills, including the ability to draw on quantitative and qualitative evidence, produce case studies, briefings and reports.
- Awareness of accessibility, social mobility and social inclusion issues, and an appreciation of the importance of rail, sustainable travel and mobility to communities and disabled people.
- A demonstrable ability to manage time effectively and juggle a range of activities in an organised, professional, productive manner, including planning and scheduling, coordinating with colleagues and partners, and bringing projects to fruition.
- Proactive, positive and self-motivated, able to work on own initiative and inspire and enthuse others, and overcome hurdles to achieve results.
- IT literate with a good working knowledge of Microsoft Office and the internet.
Other information
This post is home-based, but with travel (including occasional overnight stays) for project meetings, events and external meetings. Applicants will need local access to a train station to enable rail-based travel for work as needed.
This is a fixed term contract and includes a probationary period of three months from the date of appointment. Successful applicants will need to provide proof that they have the right to work in the UK and provide two references.
Community Rail Network is an equal opportunities employer. We are committed to being a flexible, supportive, inclusive and understanding employer. We welcome applications from disabled people, who meet the skills for this role, and support positive representation within our workforce. We will provide reasonable adjustments for interviews as required.
**Please be aware our systems use AI monitoring filters to detect any AI generated content**
Please provide your CV and a covering letter of up to two sides of A4, by 09:00, Monday 27 January 2025, summarising, with evidence, how you match the role specification and why you are interested in this position. Please include a daytime phone number and an email address and identify your notice period in your cover letter. Due to limited resources, we cannot provide feedback to candidates not invited to interview.
Online interviews are scheduled for Monday 10 February 2025, although we are actively interviewing and may recruit before this date.
Non Charity Employer
21 - 50
Championing the community rail movement | Connecting people and their railways | Creating inclusive, empowered, sustainable and healthy communities
The client requests no contact from agencies or media sales.
Thank you!
We are seeking a highly skilled finance professional to perform this essential senior leadership, strategic financial and management position in our London headquarters. The approximate annual income for Internews Europe and its subsidiaries, of which the post-holder has oversight, is c. £20m.
The post-holder will report directly to the COO for Internews Europe. The post-holder will be a leader on matters of corporate financial strategy, inter-Alliance financial accounting, budget management, and overall accounting operations.
This is an exciting opportunity to drive systems and process improvements in corporate financial management and planning, whilst also ensuring the smooth running of the financial service centre of the organisation.
The Finance Director is a key member of the Senior Management Team (SMT) in London, in addition to other international management units.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
Key Strategic Deliverables will include the following:
· Lead on strategic financial management of Internews Europe, promoting effective and efficient processes to ensure the financial health and sustainability of the organisation.
· Oversee and deliver on the statutory audit and delivery of the Annual Report and Accounts in line with UK charity requirements.
· Act as the focal point in all financial matters for the Internews Board of Trustees, Finance and Audit subcommittee and the Senior Management Team (SMT)
· Act as the primary Finance Team representative of Internews Europe in the relationship with Alliance partners, modelling and implementing improvements in the recording of financial data and transactions and improving financial reporting to the Programme Management Units.
· Ensure timely production of financial management information to key stakeholders across the organisation to enable informed decision making and alterations to existing plans where required.
· Co-ordination of the annual organisational budget preparation process and ensure effective budget oversight and management by project and department managers
· Promote strong collaboration with colleagues from Grants and Contracts and Development Teams to reforecast and test progress towards annual targets for income and expenditure.
· Ensuring professional and compliant delivery of all Internews Europe financial processes, to drive improvements in processes and ensure all staff understand and adopt such processes
Finance Department operations Specific duties with support from the Finance Team will include the following:
· Management of the Finance Team, providing effective leadership and creating an environment where Finance staff can learn and develop professionally
· Oversight of core accounting processes including cash-flow planning and management, accounts payable and receivable, and analysis of the balance sheet debtors and creditors
· Management of the relationship for resource sharing and associated accounting transactions arising with the other entities in the Alliance network to facilitate combined management/programmatic reporting when required, while ensuring sufficient financial controls to ensure distinct financial reporting and protection of separate legal entity status.
· Oversight of international banking processes (GBP and foreign currency, income and payments) and Treasury management to minimise organisational risk and negative foreign exchange valuations.
· Primary holder of the Banking relationship, including monitoring banking arrangements in international offices
· Co-ordinate the monthly payroll process with HR colleagues and the external payroll bureau
Oversight of subsidiary financial processes
· Currently Internews Europe has two subsidiaries, Internews International (II) based in France and Internews Media Development based in Ireland, currently dormant.
· Oversight of financial processes including relevant controls, policies and procedures
· Oversight of financial reporting in accordance with relevant GAAP and regulatory requirements.
· Monitor local regulatory requirements and ensure compliance with relevant tax and reporting and audit requirements
Key Stakeholder Engagement and Compliance
· Primary advisor to SMT of ramifications of strategic decisions, including financial, tax and other regulatory impacts
· Input to strategic development initiatives regarding appropriate application of donor funding mechanisms and utilization of subsidiaries.
· Ensure compliance with the UK regulatory regime and with the requirements of our principal funders and other supporters
· Lead responsibility for ensuring the maintenance and regular review of all statutory and best practice policies and procedures, staff training and socialization of changes
· Assisting the Programme teams with interpretation of donor compliance requirements, their translation into Internews Europe operational and/or financial procedures, and their effective implementation
Participation in global business operations leadership
· Collaborate with other members of the global senior leadership team for efficient operations and execution of the mission
· Collaboration with Information Technology and Solutions for effective implementation of software and other technology solutions, providing information and expertise and support for appropriate budgeting and expense allocation.
· Collaboration with Enterprise Risk Management and Security team regarding identification and mitigation of financial and other risks, as well as preparing policy and reports in accordance with Charity Commission guidelines
· Collaboration with People and Culture team to ensure appropriate labour regulations, Internews policies, procedures and financial controls are adhered to in the processing of payroll and other benefits; includes oversight and development of payments to employees and consultants working outside of the UK on Internews projects.
· In all duties, uphold Internews’ Core Values and demonstrate commitment to fostering a culture of Belonging, Dignity, and Justice.
SUPERVISORY RESPONSIBILITIES
The Role carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities including training employees; managing, assigning, and directing work; appraising performance; addressing complaints and resolving problems.
*Direct Reports: Deputy Finance Director and Finance Business Partner Lead
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:
The criteria below are the minimum necessary for effective performance in the post. The applicant must demonstrate how they meet each of them through the application form and, when necessary, through job-specific tasks and at interview.
· Experience of managing financial and management accounts processes, including annual accounts for UK charitable entities, audits and external reporting
· Experience in a management capacity within an organisation of at least similar size and complexity to Internews Europe
· Experience of liaising with and advising non-financial managers and
· Experience of line management and leadership
· Experience of being key Board contact and engagement point
· Experience of managing external professional and service provider relationships
· Experience of major multi-lateral and bi-lateral donor requirements
· Experience of managing the external reporting and/or compliance functions of a comparable size of organisation
· Experience of working in, or dealing with, developing countries and fragile states
· Good understanding of charity finance regulations and systems
· Professional qualification in finance or accounting
· Knowledge of UK SORP
· High degree of proficiency in Excel
· Knowledge of ERP (or equivalent), particularly reporting tools usage and functionality
Person skills / aptitudes
· A willingness and ability to adopt a hands-on approach to your work
· A contemporary, supportive and transparent approach to management and leadership
· Be comfortable working in a collaborative, highly diverse and mutually accountable environment
· Strong communication, liaison and interpersonal skills to work effectively with people at all levels, and represent the organisation
· Strong analytical, problem solving and creative thinking skills
VACANCY TIMEFRAME:
Deadline for applications: 05 February 2025
PHYSICAL DEMANDS and WORK ENVIRONMENT:
The physical demands and work environment described here are representative of those that must be met or may be encountered by an employee performing the essential functions of this job. Reasonable adjustments may be made to enable individuals with disabilities to perform the essential functions.
Expected business hours are generally Monday through Friday from 09:00am to 5:30pm. We operate a hybrid working model with attendance in the London office nominally one day per week on average.
The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the associate a general sense of the responsibilities and expectations of their position. As the nature of business demands change so, too, may the essential functions of this position.
Thank you!
Job Title: Director of Finance
Location: Remote, with visits require to Horsham, West Sussex
Reports to: Chief Executive Officer
About Roffey Park Institute
Roffey Park Institute is a pioneer in leadership and organisational development, with over 70 years of experience empowering individuals and organisations to reach their potential. Known for its innovative approach and deep expertise, Roffey Park is now seeking an exceptional Director of Finance to join its leadership team and play a crucial role in shaping the future of the Institute.
The Role
The Director of Finance will be a key strategic leader within Roffey Park, responsible for overseeing and managing the financial operations of the Institute. Reporting to the CEO, the Director will have the opportunity to influence major financial decisions, ensuring the organisation’s long-term sustainability, compliance, and success. The Director will work closely with the senior management team and the Board of Trustees to provide strategic guidance, turning financial insights into actionable plans that drive growth and innovation.
Key Responsibilities
- Lead Financial Strategy: Develop and execute financial strategies that align with Roffey Park’s vision and ambitious goals, ensuring sustainable growth and financial stability.
- Oversee Financial Planning & Reporting: Manage the budgeting, forecasting, and financial reporting process, ensuring Roffey Park’s financial health remains strong and compliant with all regulations.
- Ensure Financial Excellence & Compliance: Lead the implementation of effective financial controls, audit processes, and ensure adherence to financial regulations and best practices.
- Inspire and Lead the Finance Team: Lead and mentor a high-performing finance team, fostering a culture of collaboration, innovation, and continuous improvement.
Who They’re Looking For
Roffey Park is looking for an experienced and forward-thinking finance professional to join their leadership team. The ideal candidate will bring:
- A degree in finance/accounting and a professional accounting qualification (e.g., ACCA, CIMA, ACA).
- 10+ years of senior finance experience, with expertise in both the charity and commercial sectors.
- Proven leadership experience, with a track record of driving transformation and managing financial functions through digital change.
- Deep knowledge of UK financial regulations, budgeting, financial reporting, and compliance.
- Exceptional analytical skills and the ability to turn complex financial data into strategic insights.
- Proficiency in financial systems (e.g., SAGE, MS Excel) and a passion for embracing digital solutions.
Why Roffey Park?
This is an exciting opportunity to join a respected and forward-thinking organisation at a time of growth and transformation. By joining Roffey Park, the successful candidate will:
- Play a pivotal role in shaping the future of a leading organisation in leadership development.
- Work in a dynamic, innovative environment where new ideas and continuous improvement are valued.
- Lead and inspire a talented finance team, contributing to their growth and success.
- Be part of an organization that makes a real impact, empowering leaders across industries.
- Remote working is available along with great benefits.
Thank you!
Hours: Full-time
Pay: £40,000 - £42,000 based on experience
Duration: 10 months
Location: UK-Med Office, Manchester, UK (Hybrid Working) or remote working options within +/-2 hours of UK Time
Are you passionate about developing and coordinating innovative capacity building approaches for complex humanitarian contexts? Could you be our new remote Capacity Building and TeleHealth Project Lead?
UK-Med is a frontline medical aid charity. Born of the NHS, we’ve been working for over 30 years towards a world where everyone has the healthcare they need when crises or disasters hit.
As the focal point for UK-Med’s Telehealth and Capacity Building in Sudan project (REACHES Sudan), the Project Lead will play a critical role in delivering this 10-month initiative, funded by the Sudan Humanitarian Fund and in collaboration with Relief International. The project aims to provide integrated, life-saving healthcare to vulnerable populations in Sudan through innovative remote telehealth and capacity-building interventions.
The Project Lead will focus on designing and coordinating impactful training programs for healthcare workers, ensure learning is aligned and developed based on real-time needs, and managing digital capacity building and telehealth delivery platforms. This role includes working closely with the Health Advisor and senior leadership to develop and document UK-Med’s telehealth methodology, paving the way for sustainability and future use in emergency response programming.
The ideal candidate will have a strong background in learning and capacity building, preferably with experience in designing and piloting new training methodologies. Ideally you will be able to use your experience in humanitarian programming to ensure that solutions are fit for purpose, impactful and accessible in complex humanitarian emergencies. You will have excellent project management skills and the ability to adapt to evolving needs.
A positive, flexible, and solutions-oriented approach is essential, as is the willingness to support in-person training delivery when required.
We offer a competitive salary and benefits along with a friendly working environment and the opportunity to make a real difference.
How to apply
We strongly recommend that you read the Candidate Information Pack – Project Lead - Telehealth & Capacity Building - December 2024 before applying for this role.
To apply, please submit a current CV and a supporting letter (2 pages) through our online jobs portal.
Please apply below, as soon as possible and no later than Friday 17th January 2025
UK-Med is committed to safeguarding of our personnel and beneficiaries and has a zero-tolerance approach to sexual exploitation and abuse. We conduct thorough vetting before any appointment is confirmed.
UK-Med is committed to the principles of diversity, equality, and inclusion. We strive to provide an inclusive and supportive environment where employees feel respected and supported to be able to fulfil their potential.
The client requests no contact from agencies or media sales.
Thank you!
Hours: Full-time
Pay: £31,500 GBP annual gross (dependent on experience)
Duration: 18 months (with possible extension dependent on funding)
Location: UK-based with international deployment
Are you looking to kickstart your career in the humanitarian sector? Is your ambition to develop towards leadership roles in humanitarian work? And are you willing to work hard, learn by doing, and contribute to humanitarian work by doing everything it takes to deliver lifesaving health emergency responses?
UK-Med is a frontline medical aid charity. Born of the NHS, we’ve been working for over 30 years towards a world where everyone has the healthcare they need when crises or disasters hit.
We are excited to launch our Humanitarian Trainee Scheme, offering three distinct trainee roles in the areas of Health, Operations, or Logistics. The Humanitarian Trainee Scheme presents an unparalleled learning opportunity for early career professionals who are committed to a career in humanitarian work. It is an opportunity to catapult your career forward towards humanitarian leadership roles within Health, Operations and Logistics. The Humanitarian Trainee Scheme consists of an 18-month pathway designed to provide in-depth exposure to humanitarian health programming through a structured professional development plan where you will embed in a team and contribute actively to the daily work and priorities in the team and wider organisation both in Headquarters and in the field whilst engaging in formal and informal professional development opportunities through training, mentoring, on-the-job learning, etc.
As a trainee, you will:
- Embed in a team in UK-Med headquarters where you will contribute to our broad preparedness and activities within Health, Operations or Logistics.
- Deploy internationally to assist in delivering humanitarian health responses.
- Participate in tailored training, mentoring, and shadowing to build your skills and experience.
We are looking for three motivated individuals, each focused on one of the key areas:
- Health Trainee
- Operations Trainee
- Logistics Trainee
You will have relevant qualifications (e.g., a degree or postgraduate qualification depending on the role) and a keen interest in the humanitarian sector. Some professional and international experience is essential, along with a strong drive to develop your career in one of these critical fields.
This is a unique opportunity to gain hands-on experience, develop your skills, and make a meaningful impact in global health emergencies.
We are proud to offer a supportive and collaborative working environment, with the opportunity to contribute to life-saving humanitarian responses.
How to apply
We strongly recommend that you read the Candidate Information Pack – Humanitarian Trainees - January 2025 before applying for this role.
To apply, please submit a current CV and a supporting letter (2 pages) through our online jobs portal.
Please apply below, as soon as possible and no later than Monday 27th January 2025
Shortlisted candidates will be contacted for the next stage of the selection process, which includes interviews and in-person assessments to evaluate their skills and suitability for the role.
Applications for work in the UK can only be accepted from people with an existing right to work in the UK.
UK-Med is committed to safeguarding of our personnel and beneficiaries and has a zero-tolerance approach to sexual exploitation and abuse. We conduct thorough vetting before any appointment is confirmed.
UK-Med is committed to the principles of diversity, equality, and inclusion. We strive to provide an inclusive and supportive environment where employees feel respected and supported to be able to fulfil their potential.
The client requests no contact from agencies or media sales.