Financial planning manager jobs

Are you a direct marketing specialist looking for the next move? Why not join our busy, marketing department in an exciting period of growth. We are the UK office of an international Catholic organisation supporting persecuted and suffering Christians worldwide.

Your demonstrable marketing experience will play a key part in the conception, content creation, production, administration and analysis of a busy programme of direct mail appeals, supporting ACN projects around the world. Reporting to the Head of Marketing, you will offer support and creative input to our acquisition, retention, reactivation and conversion programmes as well as collaborating with initiatives across the wider Fundraising and Marketing and Press and Public Affairs teams. Our energetic, creative and professional team look forward to working with someone who shares their drive to deliver increased income, wider reach and quantifiable impact.

This role would suit someone with direct mail experience, looking to grow their skills to be able to manage all aspects of our campaigns.

As Individual Giving and Appeals Manager, you’ll deliver integrated fundraising campaigns across direct mail, email, and digital channels — helping us grow our individual giving base and strengthen donor loyalty. 

Alongside driving individual and regular giving, you’ll help shape a new in-memory giving offer, build our legacy giving programme from the ground up, and grow our Named Funds programme.

Working closely with teams across the charity, you’ll design inspiring donor journeys and stewardship plans. You’ll also use data and insight to refine our approach and ensure every supporter feels truly valued. 

This is an exciting opportunity to be part of a small charity making a big impact – for a fundraiser who’s not only motivated by results, but by the chance to help change the story for children with cancer.

Who are we looking for?

We’re looking for a creative and strategic fundraiser who is passionate about delivering impactful campaigns and building meaningful supporter relationships. 

The ideal candidate will have: 

• Demonstrable experience in managing individual giving campaigns, legacy fundraising, and / or in-memory fundraising. 

• Proven experience developing compelling propositions that drive results and generate income/supporter acquisition.

• Strong planning and organisation skills, with the ability to handle multiple activities simultaneously. 

• Proven record of being results-driven and achieving agreed fundraising targets ad outcomes. 

• Excellent verbal and written communication as well as relationship-building skills with an ability to inspire and engage supporters.

See our Recruitment Pack for the full role description and specification and for more information about the charity.

Location: Home-based within England with regular travel to London and elsewhere in the UK as required 

Interviews: 19 May 2025 (London Office)

Safeguarding: As a safeguarding charity whose work and practice are underpinned by safeguarding principles to protect children and young people and enhance their welfare, we always work in accordance with legislation, statutory guidance, and best safeguarding practices. All our roles require a basic criminal record check.

Promoting equality and diversity: We actively encourage applications from those with lived experience of neuroblastoma and/or other childhood cancers. As an equal opportunity employer, we also welcome applications from all suitably qualified candidates, regardless of age, disability, gender, gender reassignment, marriage/civil partnership, pregnancy, maternity, race, religion or belief, sex, or sexual orientation

Join the Shakespeare Birthplace Trust as Grants & Trusts Manager and be part of our passionate and dynamic Development department. We are seeking a dedicated individual for a permanent role within our fast-paced, growing team.

In this role you will be responsible for securing income from grant-making trusts and foundations for a variety of exciting projects. Your efforts will directly contribute to the success and growth of the Shakespeare Birthplace Trust.

We are looking for a candidate with a genuine passion for fundraising and a track record of developing and writing successful funding applications to support revenue and capital projects. A positive, flexible attitude and the ability to collaborate effectively with colleagues across departments are also key qualities we value.

This is a pivotal moment for the Trust as we embark on an ambitious new vision to become a contemporary organisation with global reach and purpose, with Shakespeare at the heart of everything we do.

Applications close on Sunday 27 April 2025. First stage interviews will be held on Wednesday 7 May 2025.

To learn more and apply, visit our jobs website.

The Shakespeare Birthplace Trust is committed to promoting equality of opportunity and building a diverse and representative workforce. Join us and be a part of something truly special.

Our client is a Charity which specialisies in the provision of high-quality independent living accommodation for people of limited financial means.  They are searching for a qualified Finance Manger to work with their leadership team, based in the Hounslow area.

The position reports directly to the Chief Executive Officer and is accountable to the Charity Directors and Finance Committee. The post is responsible for running and maintaining the Charity’s financial matters and records, including production of the management accounts and preparation of the draft annual report and the development of budgets and forecasts for strategic projects and other initiatives.  This is a key role, working with a great team and one that contributes directly to the smooth running of the Charity.

This position is office based, in a great location for public transport connections and in offices with excellent amenities.

Job Purpose:

· Manage day to day book-keeping and key financial processes.

· Produce accurate and timely monthly accounts.

· Develop quarterly reports, annual budgets, accounts and cash flow forecasts.

· Produce the required documents and process for audit partners.

· Plan and organise data for payroll processing.

· Partner with the Charity’s Directors and Finance Committee to develop budgets and forecasts for strategic projects and initiatives.

· Work with the Charity’s key partners to ensure that all governance and compliance matters are fulfilled.

· Work effectively with the team, stakeholders and residents on a day-to-day basis.

Position Requirements:

· A track record of working in finance and teamwork.

· Excellent business acumen and commercial skills.

· Have a high level of interpersonal, communication skills with a can-do attitude.

· Be a self-starter with excellent time-management, and problem-solving skills.

· A solid educational background and be a fully qualified accountant.

If you have experience in finance ideally with knowledge of the housing and or the charity sector and are passionate about undertaking a position something that makes positive difference to the wellbeing and quality of life for other people and a community, this is a unique opportunity. 

We welcome and encourage applications from people of all backgrounds. We do not discriminate based on disability, race, colour, ethnicity, gender, religion, sexual orientation, age, veteran status, or other category protected by law.

Saferworld is currently seeking a Finance Coordinator to join our Conflict Advisory Unit on the Women, Peace, and Security Helpdesk contract. In this role, you will provide efficient and compliant financial management support for our on-demand service, which is crucial for advising a diverse range of aid actors—including donor institutions, UN agencies, NGOs, civil society organisations, financial institutions, and the private sector—on integrating conflict and gender sensitivity into their strategies. Reporting to the Project Manager- Women, Peace and Security, you will ensure accurate financial allocations and record-keeping across helpdesk consortium members, align our operations with Saferworld’s finance system, and support all related audit processes, working closely with both the operational team and our finance colleagues. This is an excellent opportunity to contribute to gender-sensitive conflict and security policies and to advance Saferworld's mission and vision.

Closing Date: 29 April 2025 

This is an exciting opportunity for a highly motivated, dynamic and commercially minded individual to join the Senior Management Team of one of the UK’s leading museums. Working alongside the Director and Board of Trustees, the Director of Finance and Resources will oversee the financial management of the organisation.

The successful candidate will be a qualified Accountant with a proven track record of operating at a senior level.  They will have the ability to offer insight and challenge for future development, whilst ensuring the financial sustainability and growth.

The Director of Finance & Resources is responsible driving the quality and transparency of financial management and reporting, ensuring robust financial controls and the smooth running and management of Museum and Trading finances.

With experience at Board level, they must be comfortable with presenting to Boards, have the ability to develop strategy and present business plans.

Venn Group are delighted to be exclusively partnered with The Environmental Investigation Agency to recruit for a Projects Finance Manager. This is a full-time, permanent role within the Finance team and will focus on the financial management of various campaigns and projects. The role offers the opportunity to work on diverse projects and plays a key role in fund management and donor reporting.

Key responsibilities of the role:

• Lead on budgeting, forecasting, and financial monitoring for projects and grants
• Assist with preparation of annual accounts, organisational audits, and management reports
• Carrying out audit for specific projects and reporting this back to the finance team
• Oversee project budgets, cash flow forecasts, and variance analysis
• Manage donor compliance, ensuring that all statutory requirements are met
• Prepare monthly financial reports, tracking project income and expenditures
• Support financial audits and liaise with project partners, funders, and auditors
• Provide strategic financial insights to the Head of Finance and senior management
• Ensure financial systems and processes align with donor requirements and project needs
• Assist with preparing funding applications and donor reports
• Maintain accurate financial records and ensure timely reconciliation of expenses
• Collaborate with cross-functional teams to provide financial support for campaigns and projects

Ideal candidate profile:

• Proficient in Excel, Outlook, and financial ERP systems such as Sage Intacct
• At least 3 years' post-qualification experience (ACCA or equivalent) with strong financial analysis and forecasting skills
• Proven ability to manage non-profit budgets, grants, and donor compliance
• Experience handling project finances across multiple partners and international teams
• Confident preparing financial records for audit and liaising with auditors
• Strong interpersonal skills, attention to detail, and ability to work under pressure

Desirable:

• Knowledge of Charity SORP and Generally Accepted Accounting Principles (GAAP)
• Experience in managing risk and financial controls for project funds
• Awareness of changing financial regulations and donor requirements

Location: Angel, Islington 

Salary: £43,000 - £48,000 per annum + benefits 

Working hours: Full Time

Working Pattern: Hybrid (at least 2 days in the office, more expected during probation and induction period)

Contract: Permanent, Full-time

We are an equal opportunities employer and welcome applications from all backgrounds. Early applications are encouraged as this vacancy is being actively shortlisted.

Hours: 35 hours per week. We are open to considering a job share arrangement for the right candidates.  

Salary: £39,000.  

Location: Homeworking.  

Reports to: Head of Programmes.   

Oversight of a delivery team: Yes (currently 30 plus self-employed coordinators).    

Travel: Travel across the country to visit our activities, including overnight stays, is part of this role. All related expenses will be covered by The Country Trust.  

Annual leave: 25 days annual leave plus Bank Holidays (FTE).  

Benefits: Workplace pension. Homeworking, some flexibility on working hours.  

Are you passionate about connecting disadvantaged children with food, farming, and nature? 

We're looking for a dedicated and experienced Programme Manager—an inspiring, child-centred educator with a deep commitment to tackling poverty of opportunity. 

Through effective team management and leadership, and collaboration with colleagues, this role enables a large team of expert practitioners to deliver the charity’s mission of providing high quality, educational, relevant, safe and impactful Farm Discovery visits and related activities for disadvantaged children across England and North Wales.  

Could you:  

• Lead our dispersed Farm Discovery team of expert practitioners, ensuring all our processes - recruitment, training, administration, reporting, information management, communication, budgeting, evaluation and of course our delivery - enable us to achieve amazing things with primary school communities in disadvantaged areas around the country?  

• Work with others to grow and shape our programmes to achieve our vision?  

• As an inspiring advocate of our work, build our contribution to the national conversation around food, farming and nature education? 

 If so, would love to hear from you! 

 
Due to our safer recruitment process we are not able to accept CVs for this position. 

Applications close: noon 30th April  

First round interviews (held virtually) will be on Wednesday 7th May. Second round interviews will be held face-to-face in London on Wednesday 14th May.

Database Manager
Advancement
Full-time, 41 hours per week (including one hour paid lunch break)
6-month Fixed Term Contract
£34,713 per annum
Application deadline: 12pm (midday) on Wednesday 7 May 2025

About the role:

This is an exciting opportunity for a motivated individual with experience in data management and Raiser's Edge to support the Advancement department.

In this role, you will manage and improve the Raiser's Edge database, ensuring data accuracy, supporting fundraising and membership initiatives, and overseeing the Database team. You will be essential in managing donation tracking, membership processes, gift aid claims, and financial reporting while also contributing to the ongoing development of data systems to support future growth and potential changes in platform or infrastructure.

The Planning and Operations team within the Advancement department is looking for a motivated individual with experience in data management and Raiser's Edge. In this role, you will manage and improve the Raiser's Edge database, ensuring data accuracy, supporting fundraising and membership initiatives, and overseeing the Database team. You will be essential in managing donation tracking, membership processes, gift aid claims, and financial reporting.

Key areas of responsibility:

• Leading and developing the Database team, consisting of the Data Manager (Membership) and Database Assistant.
• Ensuring the accuracy and security of donor and membership data, collaborating closely with the IS team.
• Supporting the Senior Gifts and Planning Manager, Membership Services, and the Head of Planning and Operations to implement effective systems and procedures for ensuring data quality.
• Overseeing key data processes, including managing mailing lists, assisting with Gift Aid claims, and generating accurate financial reports.
• Providing training and support to staff across the Museum, ensuring proficiency in using Raiser's Edge for both fundraising and membership tasks.
• Analysing data and identifying areas of improvement, innovation, and cleaning priorities.
• Supporting data and systems development work to ensure readiness for potential future changes in platform or infrastructure.

About you:

• Educated to degree level, or equivalent experience
• Previous experience in data management
• Proficiency in Raiser's Edge
• Excellent organisational skills
• Ability to manage both membership and fundraising data processes
• Strong attention to detail

About the British Museum:

Founded in 1753, the British Museum's remarkable collection spans over two million years of human history and culture. The Museum is a leading visitor attraction, and its world-famous collection includes the Rosetta Stone, Egyptian mummies, the Sutton-Hoo finds, and the Lewis Chessmen. The Museum also holds an extensive collection of prints and drawings spanning 600 years, including works by the greatest graphic artists such as Dürer, Michelangelo and Rembrandt.

You can view a selection of our impressive collection of prints and drawings in our .

The Museum offers a competitive benefits package including:

• Generous annual leave allowance of 25 days (rising to 30 days after 10 years' service) plus 2.5 privilege days and plus bank holidays
• Membership of the civil service defined benefit pension scheme (find out here what benefits a civil service pension provides).
• Free entry to a wide range of museums and exhibitions
• Participation in private and public Museum activities, including talks by leading curators from around the world and behind-the-scenes opportunities to learn how museums care for and manage their extraordinary collections
• Interest-free travel, bicycle and rental deposit loans
• Professional and personal development opportunities
• Employee Assistance Programme
• Discounts on food and gift shop purchases

Additional details:

For more information about this role, please see the job description.

If you have any additional needs that we should be aware of in order to support you with your application, please provide details

The British Museum is committed to promoting equality of opportunity for all staff and job applicants. We aim to create a working environment in which all individuals can make best use of their skills, free from unlawful discrimination or harassment. We value the benefits that a diverse workforce brings to a museum which represents world culture. The Museum is committed to ensuring that no job applicant suffers unlawful discrimination because of any protected characteristics. Our recruitment procedures aim to ensure that individuals are treated because of their relevant knowledge, skills and experience.

We offer a flexible way of working that allows our employees to work remotely in a way that suits them and the organisation. We welcome questions and conversations at interview stage about how flexible working could work for you.

The Museum adheres to the HMG Baseline Personnel Security Standard (BPSS) for pre-employment screening of Civil Servants.

Are you an innovative and certified Microsoft Dynamics 365 CRM professional who wishes to be a valued member of a busy and friendly fundraising team, taking responsibility for the management of the charity’s future Dynamics 365 CRM? 

The charity shall shortly begin the discovery phase of its CRM project, to deliver its future Dynamics 365 CRM.  The new Dynamics 365 CRM will be at the heart of the charity’s success, to deliver excellent supporter data quality for its fundraising and communication campaigns to supporters. 

Reporting to the Director of Fundraising, and collaborating closely with the Head of IT, CRM Project Manager and Data Analyst, the CRM Officer shall be a vital and visible role, fundamental to the charity’s fundraising success, to further its vision of a world where every horse is treated with respect, compassion and understanding.

Through your proven Dynamics 365 CRM skills and experience, you will also lead on the charity’s CRM business processes and data quality, collaborating with fundraising, communications, IT and finance stakeholders, colleagues and third party suppliers.

If you want to make real and positive difference to a leading charity’s fundraising and campaigns success, through your professional Microsoft Dynamics 365 CRM management skills and experience, then we’d love you to apply.

Location

This position is based remotely.  But you must be a resident of the United Kingdom with all the necessary legislative ‘right to work’ documentation.  You will be required to attend the charity’s head office located in Norfolk a minimum of 6 times per year and this will be at your own expense for travel and accommodation.

About World Horse Welfare

World Horse Welfare is an international equine charity whose vision is a world where every horse is treated with respect, compassion and understanding. 

The charity’s work covers horses in need, sport and leisure, work and production within both the UK and abroad.  The charity runs four farm centres for rehabilitation and outreach work within the UK. The charity has four key strategic themes under which its programmes of work nationally and internationally are structured, these are: Care, Research, Education and Influence.

In 2023, the charity fundraised c. £15.6 million, including significant Legacy income.

Benefits include a generous pension scheme and cash health plan, paid employee sickness absence scheme, a minimum of 31 days’ holiday (including bank/public holidays and mandatory shutdown between Christmas and New Year) and death in service.

World Horse Welfare is committed to championing equality and diversity in all aspects of employment and in the services that it provides. We encourage applications from under-represented groups, particularly ethnically diverse communities, LGBTQ+ and disabled people.

We seek an Operations and Systems Change Manager with experience in developing and implementing systems change and oversee the coordination and monitoring of projects and staff. 

About Us

We are a new and inclusive organisation empowering East and Southeast Asian women and their families. ESEA women share a common culture and experience similar issues, eg. immigration, racism, trafficking, and other forms of gender-based violence and exploitation in the UK. We campaign to completely eradicate financial hardship and end violence among women and our dependents within the ESEA UK community. We provide a safe space, advocacy, health, housing, education, co-learning and other holistic support and services. We are a non-hierarchical organisation with our trustees as key facilitators, working with our staff and volunteers to implement and deliver our projects. 

We are seeking exemption under the provision of the Equalities Act 2010 Schedule 9 Part 1 under the occupational requirements as this post requires the postholder to be female or identifying herself as female.

Responsibilities:

• Develop organisation’s operations systems, ensuring that policies and compliance on finance, HR processes, safeguarding and organisation administration are based on our values and ethics 

• Create budgets and financial reporting

• Enable a robust working practice that is empowering, safe and supportive for staff, trustees, volunteers and partners

• Lead a collaborative system of work planning, monitoring, reporting on the projects’ achievements and management of the organisation’s budget 

• Facilitate excellent communication and coordination across the charity’s projects and partners. 

• Ensure work and services are delivered according to our aims and objectives and can contribute towards systemic change on issues we are addressing. 

• Enable the collective development of caring and people oriented policies and procedures 

• Develop a collective approach on fundraising strategy together with the Fundraising and Income Generation Manager, other staff members, trustees and volunteers. 

• Manage risks and issues and take corrective measurements 

• Coordinate the projects with other project partner organisations and stakeholders

• Manage the reporting of deliverables together with partner organisations

• Share management and supervision work of staff and projects.

• Participate in the development of a non-hierarchical systems and collaborative approach of the charity across different work of the organisation. 

• Other organisational work to be agreed 

Experience: 

• Excellent understanding of rights based campaigning on migrants and human rights issues through a woman’s lens 

• Excellent knowledge of women’s issues and violence and oppression that impact on migrant women. 

• Self-motivated and proactive, able to work both as part of a team and independently

• At least 3 years experience in a systems change approach in developing the work of an organisation and  supporting/supervising staff and projects management 

• Proficient in developing fundraising strategy and applications 

• Good knowledge of how migrant community groups organise and work together

•  Experience in building networks and alliances and in collaborative work 

• Good level of knowledge of employment, immigration and welfare policies and procedures 

• At least 2 years experience on developing operational systems and compliance within a charity setting 

• Understand and commits to the aims and values of the organisation in promoting and protecting the rights of migrant workers, specially those women who were trafficked and experienced all forms of gender violence 

• Embedded and engaged in the ESEA community with an in depth understanding of nuanced community issues
   

​This role requires applicants to be able to show that they have the right to work in the UK.
The deadline is 2 May 2025 at 12 midnight and interviews start 12 May 2025.

We’re looking for a Finance Officer who will be responsible for maintaining accurate financial records and supporting financial planning and reporting. This role is critical in ensuring smooth financial operations and regulatory compliance for the organisation. Healthwatch Islington is a small, but effective and friendly team. More information about the role can be found in the Recruitment Pack.

Legacy and In Memory Manager

Do you want to be part of a passionate team and help support a lifesaving cause? If so then read on for more details as to how you can work for our Charity!

The Legacy and In Memory Manager is responsible for developing and delivering plans to maximise gifts in wills and in memory giving, ensuring a sustainable income stream for the charity whilst providing exceptional levels of supporter care.

This role will oversee the administration of legacies, drive the growth of the charity’s Free Wills programme, steward legacy pledgers, and expand in memory fundraising. The Legacy and In Memory Manager will also ensure supporter journeys, audience insight and effective targeting are at the heart of the charity’s programme, working with the Individual Giving and Development Lead to create impactful marketing campaigns across a variety of channels.

The post holder will raise awareness of the importance and impact of gifts in wills and in memory giving to a wider audience, both internally and externally, ensuring these vital income streams are embraced at all levels of the organisation.

#Legacy_and_In_Memory_Manager #Legacy #Supporter_Journey #Gifts_and_wills #In_Memory #Legacy

Saferworld is looking for a Project Manager to lead the Women, Peace & Security (WPS) Helpdesk within the Conflict Advisory Unit (CAU). In this role, you will oversee the day-to-day operations of our UK government call-down service, providing high-quality advisory support to donors, UN agencies, NGOs, and other humanitarian and peacebuilding actors. Your responsibilities include managing project implementation and grant administration, coordinating call-off requests from initiation to completion, and working with teams of experts to ensure the highest quality outcomes.

In addition to maintaining rigorous standards of confidentiality and performance, you will collaborate closely with the finance team to ensure accurate and timely financial and narrative reporting. You will also be responsible for promoting and supporting the uptake of helpdesk outputs by regularly updating our online repository. Liaising with UK government departments and officials is a critical part of the role, as it involves generating demand for our advisory services and representing the helpdesk in outreach and strategic engagements.

You will work under the direction of the CAU Team Lead while supporting strategic oversight on WPS initiatives. This is an excellent opportunity to contribute to gender-sensitive conflict and security policies and to advance Saferworld's mission and vision. 

 Please note that applications will be reviewed on a rolling basis. We encourage you to submit your application promptly.