Financial planning manager jobs

It's an exciting time to join the Age UK Legacy team - our Legacy Management team have been shortlisted for 'Legacy Administration Team of the year' in the Smee & Ford Legacy Awards.

Age UK is recruiting for a Senior Legacy Marketing Manager to lead a high-performing marketing team to plan and deliver, legacy marketing campaigns, managing budgets, performance analysis, pipeline development, and relationship management of our legacy supporters. 

In this impactful role, you will take proactive accountability for the development and delivery of the legacy journey from prospect & considerer stage to pledger, creating bespoke journeys for our audience segments.

If you have solid experience in delivering integrated multi-channel marketing campaigns and have proven to be a motivated leader who can inspire others to achieve ambitious goals, we are keen to hear from you!

Please note that due to the Hybrid nature of this role, the successful applicant will be required to work from our central London office near Tower Hill, once a week (currently Thursdays) but more frequently if required. Travel costs to the London office are the responsibility of the postholder and are not covered by the charity.

Age UK Grade 4L

Must haves:

The below competencies will be assessed at the indicated stage of the recruitment process:
Application = A, Interview = I, Test = T, Presentation = P

Experience
Solid experience in delivering integrated multi-channel marketing campaigns, utilising the most effective channel mix to ensure we're targeting the right individuals with the right message at the right time. A, I
Proven experience in delivering legacy and/or mid-value individual giving programmes, including prospecting, pipeline development, and relationship management A, I
Experience in growing supporter lifetime value through effective stewardship and engagement strategies.  P

Skills and Knowledge
Strong leadership skills, with the ability to manage and inspire a team to achieve ambitious goals.  A, I
Experience of using data and insight to drive performance optimisation and improvement. I, T
Excellent project management skills, with the ability to plan, prioritise, and manage multiple campaigns simultaneously.  A, I
A strong understanding of Fundraising Codes of Practice and Guidelines A, I

Personal attributes
Demonstrate empathy and understanding for the issues faced by older people A, I
Build collaborative relationships with both internal stakeholders and external partners, including agencies and fulfilment partners, to maximise campaign impact.  A
Build collaborative and productive relationships with key stakeholders across the organisation, including Brand, CRM, and Individual Marketing to enhance supporter lifetime value and opportunities for cross marketing and building internal understanding of legacies. A, I
Build positive and collaborative relationships across the Age UK network including nations and local Age UKs to promote gifts in wills. I

What we offer in return

• Competitive salary, 26 days annual leave + bank holidays + annual leave purchase scheme
• Excellent pension scheme, life assurance, health cashback plan and EAP
• Car Benefit Scheme, Cycle to Work Scheme and Season Ticket Loan
• Techscheme - buy any tech from Apple or Currys, up to £1000, and spread the cost over 12 months, interest free
• Blue Light Card Scheme
• You Did It Awards – recognition awards from £100-250.

Additional Information

Supporting statements and anonymisation
Candidates are expected to provide a supporting statement that explains how they meet the competencies annotated with an 'A' in the job description, to assess suitability for the position. Age UK acknowledges and accepts that AI may be used to support the application; we do expect candidates to personalise experience, knowledge and skills and failure to do so, may result in your application being rejected.

CVs will be anonymised by our recruitment system when you apply for a role. Our system is unable to anonymise supporting statements. Please could you remove any personal information including your name before you upload to support our inclusive recruitment process. All equalities monitoring information is also anonymised and not shared with the hiring panel. Your name and address will only be known to us if invited for interview.

Equal opportunities & Disability Confident Scheme
Age UK is an Equal Opportunities employer and positively encourages applications from suitably qualified and eligible candidates, regardless of age, sex, race, disability, sexual orientation, gender reassignment, religion or belief, marital/civil partnership status, or pregnancy and maternity. Age UK is a Disability Confident Scheme employer. Due to high numbers of applications received, Age UK reserves the right to limit the overall number of interviews offered, and therefore, it may not always be practicable or appropriate to interview all disabled people that meet the minimum criteria for the job.

Reasonable adjustments
Disabled job seekers can access reasonable adjustments at any stage of the recruitment process. All requests for reasonable adjustments are considered on a case-by-case basis, in collaboration with the disabled job seeker to best meet their needs, by contacting Disability disclosures will be kept confidential and only shared on a need-to-know basis to support the implementation of adjustments. Disclosures will not be used to inform hiring decisions.

Age UK is able to provide Skilled Worker sponsorship for eligible roles only. If this applies to you, please contact the recruitment team to discuss. If the role is not eligible for Skilled Worker sponsorship you will need to have a pre-existing Right to Work in the UK.

Age UK is committed to safeguarding adults at risk, and children, from abuse and neglect. We expect everyone who works with us to share this commitment.

Early application is encouraged as we will review applications throughout the advertising period and reserve the right to close the advert at any time.

Age UK politely requests no contact from recruitment agencies or media sales. We do not accept speculative CVs from recruitment agencies nor accept the fees associated with them.

Are you a self-motivated and ambitious individual with experience of building lasting relationships that make a meaningful impact?

We have ambitious growth plans for community fundraising and regional partnerships at British Heart Foundation (BHF), and we are recruiting a Fundraising Manager to support our work in South London . We offer sector-leading benefits including private healthcare, excellent pension, and 30 days annual leave, plus bank holidays.

BHF’s vision is a world free from the fear of heart and circulatory disease, conditions that will impact more than half of us in our lifetime. It’s more important than ever that we build on our fundraising expertise to raise vital funds to save more lives.

We're looking for a talented person to join our team from the private, public or third sector, who can demonstrate:

• Knowledge and experience of building relationships with a variety of diverse audiences to achieve financial targets.
• Excellent communication skills (written and verbal) with the ability to motivate and inspire supporters.
• The ability to effectively manage multiple and competing priorities to meet deadlines.
• Excellent organisational skills with firm understanding of KPIs, targets, budgeting, and risk mitigation plans.
• Curious and data driven to provide insight and analysis to identify and nurture opportunities.
• Creative thinker with exceptional problem-solving skills.

About the role

Across your geographic area of South London:

• Identify, develop, and steward supporter relationships with businesses, fundraising groups, and high value prospects.
• Understand supporter motivations, identifying opportunities across the Charity that inspire and engage, enabling them to achieve their fundraising goals and reach their potential.
• Identify and steward corporate prospects using a pipeline process resulting in applying for and converting opportunities.
• Be proactive within your area to identify opportunities for fundraising and raise awareness of the Charity.
• Manage supporters effectively using our CRM system (OneCRM) to provide excellent stewardship.
• Meet agreed financial targets, provide monthly financial progress reports, and put mitigation plans in place for any shortfall.
• Promote BHF’s activities and campaigns to raise awareness and drive income.

This is an exciting opportunity to join a fast-paced growing team, in an organisation that supports the nations hearts from their first heartbeat to their last.

Working arrangements

This is a field-based role covering South London which includes post codes:

• CR (Croydon) covers Croydon, South Croydon, Caterham, Mitcham, Coulsdon, Warlingham, Thornton Heath, and Purley.
• DA (Dartford) covers Dartford, Bexley, Erith, Greenhithe, and Swanley.
• KT (Kingston upon Thames) covers Kingston upon Thames, New Malden, Surbiton, Chessington, and Epsom.
• SE (South East London) covers Bermondsey, Deptford, Greenwich, Lewisham, and Peckham.
• SM (Sutton) covers Sutton, Carshalton, and Wallington.
• SW (South West London) covers Battersea, Chelsea, Clapham, Fulham, and Wimbledon.
• TW (Twickenham) covers Twickenham, Richmond, Teddington, and Feltham.

You'll need to live in (or within easy commuting distance which is defined as 1 hour from) South London region, or be able to relocate to this region.

This role requires regular travel within the area, and occasionally to other parts of the UK.

You must have a full UK driving licence at the time of application with access to your own vehicle.

There will be a requirement for flexible out of hours working to support occasional evening and weekend activity. You will be compensated for this with time off in lieu.

What we can offer you

Our generous staff benefits include:

• 30 days annual leave plus bank holidays
• Private medical insurance
• Private dental health cover
• Contribution towards gym membership
• Pension with employer contribution up to 10%
• Life assurance

We have been recognised by the Chartered Institute of Personnel and Development (CIPD) for our Live Well. Work Well. Programme. Heart health is central to our mission, and that starts with you. We provide a programme.

Interview process

This will be two stage interview process. The first stage interview is planned for w/c 5 May 2025.

Purpose of the role:

At NEON, we know that you can’t separate the external work of the organisation from the internal work. They are so interlinked and interdependent that they both have to be given priority and resources if we want to achieve high impact. We see them as inseparable. 

So the purpose of this role is to support NEON achieving its mission by ensuring the smooth running of NEON’s finance systems and processes. You’ll do this by delivering on the main financial tasks day-to-day, and support with finance projects aimed at improving NEON’s systems.

Key Responsibilities: 

1. Doing all of our day-to-day fundraising administration to keep us well-organised and compliant. This includes:

   1. Recording and monitoring fundraising data using our Fundraising Tracking Database

   2. Keeping all of our grant agreements, contracts and other relevant documentation well-organised on GDrive and elsewhere 

   3. Ensuring compliance with the financial requirements of the grant agreements, and updating and maintaining the grant payments schedule 

   4. Raising invoices on Xero in line with funder agreements - noting instalment dates and receipts

2. Preparing payroll each month, ensuring everything happens on time and coordinating with our payroll agency. (This may only be a temporary responsibility) 

3. Processing and reconciling payments. This includes:

   1. Reconciling bank receipts and chasing late payments

   2. Processing supplier invoices and payments

   3. Monitoring our team’s Pleo card expenses and posting on Slack to our team for authorisation

   4. Managing the subscriptions on Pleo cards (this is likely a temporary responsibility until our People & Ops Manager returns from sabbatical leave)

4. Preparing some financial reports and accounts. This includes accounts to trial balance, and ad hoc reports from Xero when our team have finance queries or need support

5. Supporting with finance projects which make our finance systems work more efficiently, simply and sustainably e.g. helping to update our budget spreadsheets and approach to budgeting, or moving to a new bank

6. Supporting the Head of Finance with budgets, financial planning and reports and any other ad hoc finance tasks

7. Being part of Ops Hub shared work and cross-organisational work and team days 

About you:

• You have experience dealing with people in different capacities, both internally and externally, on a day to day basis, and build strong working relationships

• You have solid finance experience and skill. For us that means:

  1. a minimum of three years work experience in a finance role, preferably within the charity/non profit sector. This means you have a good understanding of non-profit finance, including VAT and managing restricted and unrestricted funds

  2. a solid understanding of Accounts Payable (with BACs, invoicing, etc) and Receivable (invoicing and credit control) processes

  3. a Level 4 AAT, equivalent qualification or equivalent experience

  4. experience in control accounts reconciliation, and posting journals

• You know how to use accounting software and apps (e.g., Xero, Quickbooks, Sage) as well as Microsoft Excel or Google sheets

• You are proactive, well-organised and feel empowered to solve problems yourself when they come up (sometimes described as an “ownership mindset”), as well as balancing this with asking for help when you need it

• Excellence is important to you and it shows in your work. Whatever you do, you do it to a high standard

• You have strong organisational and time-management skills that are required to manage multiple tasks and deadlines. And you are comfortable moving between different paces of work - slower, more methodical work and quicker turnaround work

• You are a great communicator and you know that good communication is really important to the type of work you do - you’ll be happy to use our internal comms systems (Slack, Google Suite, Asana) to keep everyone in the loop on your work

• You’re willing to continuously learn and grow - you have growing levels of self-awareness and emotional intelligence, including around your own power and identity and how that means you relate to others. As a result, you’ll receive feedback from others well (and learn to give feedback well too)

• You are committed to NEON’s purpose of building the strength of movements for social, economic and environmental justice, and to learning how to align your actions with the values of NEON: solidarity; generosity and respect and our commitment to anti-oppression

The Public Affairs Manager will be a key member of our busy External Affairs Team within the wider Policy and External Affairs directorate.

Reporting to the joint Heads of Public Affairs & Stakeholder Relations, and working closely with communications and public policy colleagues, you will play an essential role in enabling and driving engagement with parliamentary, government, political and sector stakeholders.

You will be politically astute, with experience engaging across Westminster and Whitehall with competent written and communication skills, able to both brief and prepare senior leaders within the organisation for key engagement activities as well as meeting stakeholders independently as appropriate.

Strong organisational, people and project management skills are essential; you will be responsible for managing dedicated key influencing ‘moments’ with stakeholders and partners, such as organising and managing panel events, roundtables, webinars and showcase programme visits. You will also lead the co-ordination and secretariat activity for the Youth Employment Group (YEG), working closely with the Director of Policy and External Affairs as one of the five co-chairs.

This role can be based at any of our hubs located in Birmingham, Leeds or London. We currently operate a hybrid model of two-days per week in the office and three-days from home.

For more information and a full job description, please download the Recruitment Pack.

Due to receiving high volumes of interest in our opportunities, this vacancy may close earlier than the advertised deadline. To ensure your application is considered, please submit it as soon as possible.

Sightsavers is looking for a Legacy Manager - a vital role within our in-house Legacy team to manage and operate the administration of all legacies received by Sightsavers

Salary: £45,000 - £50,000 per year - depending upon experience

Location: UK remote - with occasional travel to Haywards Heath, West Sussex when required

Contract: Permanent

Hours: This is a full-time role with some flexibility around hours worked and lots of home working

Each year Sightsavers receives over £10m from gifts in the wills of our generous supporters. Administering these gifts sensitively and professionally is vital for us to continue to grow this key income stream and eliminate avoidable blindness and promote the rights of people with disabilities through our work.

Responsibilities:

Reporting to the Head of Legacies, the Legacy Manager will manage and operate the administration of all legacies received by Sightsavers in the UK and Ireland, liaising with Executors, Solicitors, Trust Corporations, together with Legacy Managers/ Officers at other charities.

Key duties include:

• managing and developing our small, dedicated legacy team
• maximising potential funds for Sightsavers, whilst protecting the reputation of the charity
• optimising the collection of legacy income in line with current legal frameworks
• complying with internal and external audit and compliance requirements in relation to legacy administration
• providing a legal and advisory service through the Head of Function
• maintaining all case documentation and records
• responsibility for and managing of the Legacy Officer and Legacy Assistant

About you - skills and experience

We are looking for an individual with outstanding customer service and strong technical and influencing skills as well as bags of tact and diplomacy and a team ethos.  

You will have: 

• previous experience in Charity Legacy Management or equivalent areas of specialism in the legal sector, ideally with managerial responsibility, with the Institute of Legacy Management Certificate CICLA (Certificate in Charity Legacy Administration), STEP (Society of Trust and Estate Practitioners) qualification or equivalent
• demonstrable experience of working in a senior position in the legacy department of a charity or Probate department of a firm of Solicitors, Bank or Trust Corporation
• good finance and accounting knowledge, particularly estate accounts, investment management and share valuations
• strong knowledge of relevant Charity Law legislation
• strong knowledge of relevant Probate and Trust Law and procedures
• working knowledge of GDPR
• experience of working with the FirstClass legacy management system (desirable)

This is an involved role, and further details may be found within the job description

The team mostly work from home however, our expectation is that we will need the successful candidate to be able to travel to the offices in Haywards Heath, West Sussex (RH16 3BW) at least once per quarter but there is also the option to work in the office for three days per week, working the other two days from home. It’s an easy 20-minute train journey from Brighton or 45 minutes from London. We’re located close to Haywards Heath rail station and on lots of bus routes. Please note that this role must be worked from within the UK.

Our comprehensive benefits package includes generous annual leave allowance, pension, season ticket loan, cycle to work scheme, discounted gym memberships and wellness discounts

As an equal opportunity employer, we actively encourage applications from all sections of the community. Sightsavers is a Disability Confident Leader and qualified people living with a disability are particularly encouraged to apply. 

To apply for this exciting opportunity, please complete an application via our recruitment portal. We are particularly interested in learning of your motivations for applying.We anticipate that final stage interviews will take place in mid-June 2025 but applications will be reviewed as they are received with first stage interviews being arranged as soon as possible.

Closing date: 4 May 2025

Finance Manager

ABOUT US – THE GESTALT CENTRE

We are the Gestalt Centre, an established therapy not-for-profit organisation, supporting the mental and psychological well-being of individuals, groups, and organisations. We are a dynamic charity that runs, accommodates, and supports a number of counselling, psychotherapy, personal and professional development courses, and a range of therapeutic practices that enhance mental and psychological wellbeing.

As Gestalt Centre, our relationship with people who work for the centre starts from a place of trust. We see our structure as an organisational shape that we use to organise ourselves. What matters for us is how we all work together. We prioritise collaboration and ‘horizontal’ consultative decision making with individual and collective responsibility and accountability.

OUR VISION is a world were meaningful and fulfilling relationships lead to wellbeing and positive change in people’s lives.

OUR PURPOSE is to promote the mental and psychological well-being of individuals, groups and organisations through Gestalt education, training, and practice.

Gestalt is a life-changing approach to life, counselling, and psychotherapy. It enables people to develop meaningful relationships, navigate change and lead fulfilling lives by creatively utilising their own resources, skills, and strengths.

OUR VALUES

• Awareness and personal responsibility.
• Diversity, equality, inclusion and anti-discrimination.
• Kindness and respect for each other and the space we cohabit.
• Collaboration and community: every person matters and so does the collective.

Ready to make a difference? Join us!

We are seeking to appoint a highly motivated and experienced Finance Manager with strong background in charity finance to join our Executive team. A key role working closely with the CEO, the Executive team and Trustees.

✔ join a highly committed, experienced and collaborative team in a dynamic organisation, with strong collaborative and human-centric practice, growing and changing in innovative ways

✔ deliver a diverse role with opportunities to grow as a professional

✔ join the Gestalt Centre, a beacon of excellence in the therapy world

✔ support people develop emotional and psychological wellbeing and create a world where meaningful relationships lead to wellbeing and positive change in people’s lives

✔ flexible working and hybrid with home working and convenient office location when you’re in the office.

ABOUT THE ROLE

FINANCE MANAGER JOB DESCRIPTION

Role Purpose

The Finance Manager will proactively plan, manage and oversee the financial strategy, operations, and compliance of our dynamic and growing organisation. The role contributes directly to the organisation’s strategic planning and has hands-on oversight of financial transactions, operations, compliance and reporting.  

As the Finance Manager, you will be a member of the Executive leadership team working closely with the CEO on matters of financial strategy and business development - contributing to strategic decisions and providing financial guidance.You’d also be supported by the Finance Manager Assistant and the Bookkeeper.

Main Objectives

• Provide leadership, in-depth knowledge and financial expertise to support the organisation’s strategy, business development and operations. 
• Manage the day-to-day financial operations including payroll, payments, controls and cash flow to ensure sound financial management and accuracy around all financial routines and procedures. Also ensure compliance and accurate reporting.
• Lead on and manage financial planning, budgeting, and forecasting - working closely with the CEO.
• Lead on enhancing procedural efficiencies and streamlining in finance operations.
• Prepare statutory and management accounts. Manage the annual financial audit and implement recommendations.
• Provide and manage sound financial reporting and conduct financial analysis and financial modelling for business development.
• Work with and manage the Finance Manager Assistant and Bookkeeper.

MAIN RESPONSIBILITIES AND ACCOUNTABILITIES

The role works closely with the CEO and is assisted by the Assistant Finance Manager and the Bookkeeper.

Financial Planning

• Lead on financial planning, budgeting and forecasting.
• Conduct financial analysis to support decision-making, highlighting key trends, opportunities and risks. Also scenario planning and financial modelling for growth and sustainability.
• Provide sound financial advice to the CEO, Executive and Trustees also assisting with business planning and strategy and business development.

Financial Management

• Lead on and manage the annual financial audit, including preparation, responding to auditors queries and implementation of recommendations, effectively and in a timely manner. Also filling with the Charity Commission and Companies House.
• Lead on the day-to-day management of financial operations to ensure sound financial management and accuracy of all financial routines and procedures.
• Monitor performance of actuals in relation to budget, income generation targets, approved expenditure and in relation to forecast. Note, analyse and comment on variations and propose adjustments.  
• Prepare quarterly management accounts and reports for decision-making and planning.
•  Advise on and manage investments and cashflow.

Governance: Policies, procedures and financial controls

• Ensure compliance with all requirements and standards in respect to Insurance, Companies House, Charities Commission and HMRC.
• Proactively lead on process improvements as we grow. Includes writing, reviewing and updating finance procedures and policies, in collaboration with the CEO and Executive colleagues.
• Ensure governance documents are up to date. Including Trustees appointment and resignation records, conflict-of-interest forms, and relevant submissions to Companies House.
• Monitoring and mitigating financial risks while maintaining robust internal controls. Also manage credit control and ensure that payments are received on time.
• Ensure financial procedures, policies and reporting systems are updated as required and maintained thereafter.

Accounting

• Supervise and review accounting tasks and records processed by the bookkeeper and the Finance Manager.
• Ensure timely, up to date and accurate accounting practice including journal entries, accruals, phasing and reconciliation.
• Ensure accuracy of income and expenses allocation and coding, including deferred income and monthly reconciliations.
• Review and update coding structures and nominal coding, clearing accounts and reconciliations in collaboration with the CEO and finance colleagues.

Payments and Payroll

• Manage effectively payroll, tax and pension submissions, banking and associated procedures.   
• Ensure all payments are made, received and acknowledged in an accurate, compliant and timely manner.
• Maintain up to date records of financial calculations regarding payments and fees for tutors, assessors and other stakeholders.

Contracts Management

• Ensure that operational, building, insurance and supplier contracts are up to date and renew them as required. Includes utility bills, IT and telephone.
• Prepare and issue employee contracts (working with the CEO/HR).

Support service delivery

• Calculate and prepare courses fees and other financial information for reviews and to support decision-making
• Liaise with students to offer and manage payment plans
• Ensure financial queries by colleagues, collaborators, students and practitioners are dealt with effectively and in a timely manner.
• Support the integration of financial and operational systems.

People Management

• Supervise, manage and support the Finance Manager and Bookkeeper, ensuring and supporting high performance and wellbeing.
• Recruitment, induction and professional development of the finance team. Also ensuring team members understand and adhere to organisational policies and procedures.

ABOUT YOU

PERSON SPECIFICATION

Qualifications and experience  

• Qualified or part-qualified (final stage), for example ACA, ACMA, CIPFA, CIMA.
• Minimum 3 years relevant financial management experience working with a charity/not for profit.
• Good experience of sound accounting and financial management in the charity/not for profit sector. Good knowledge of charity accounting and the Charity SORP.
• Sound knowledge and experience of leading and managing the audit process.
• Thorough practical up-to-date understanding of management accounting principles and techniques.
• In-depth knowledge and experience with payroll and pension processes and management systems for accounting functions, including QuickBooks.
• Sound knowledge and experience providing monthly management accounts, year-end statutory accounts and financial reporting.
• Extensive experience of contributing to the strategic, organisational and financial planning processes and leading on budgeting and forecasting.
• Extensive experience in balancing competing complexities of a busy role and prioritising effectively, forward planning and working to tight deadlines.
• Sound experience working effectively with confidentiality and GDPR in mind and in line with organisational policies and practice.
• Good experience with organisational realities, challenges and opportunities in the charity sector.
• Experience of working well within a multidisciplinary team (desirable).
• Experience facilitating or leading change and growth (desirable).

Qualities

• Awareness of self and others alongside a learning and growth mindset
• Leadership and management with kindness, integrity and collaboration
• Excellent communication and interpersonal skills including ability to communicate financial concepts and information in accurate, simple and clear ways and work collaboratively across teams and at a senior level
• Proactive dynamic leadership and project management skills and ability to apply big picture thinking. 
• Excellent numeracy skills with attention to detail, sound analytical and problem-solving skills. 
• Ability to be flexible and adaptable in a dynamic organisation.
• Ability to receive and provide feedback, learn and grow as a professional
• Creativity, resourcefulness and an open mind to be able to see opportunities, embrace challenges and facilitate resolution of any issues.
• Ability to work under pressure and to tight deadlines.
• Passion and commitment to the Gestalt Centre values, work and direction
• Commitment to equality, diversity, inclusion and anti-discrimination.
• Excellent IT skills, including advanced Microsoft Excel skills and accounting software systems
• Competency using MS Office, email, online platforms and learning management systems

Everyone deserves a decent place to live. Join Habitat for Humanity Great Britain as our new Finance Manager and support people to find a safe, affordable home.

Are you an experienced and effective finance professional looking to make a difference in the charity sector? Habitat for Humanity is seeking a Finance Manager to take day-to-day responsibility for our financial systems and procedures, and so promote the long-term sustainability of our organisation.

Reporting to the Director of Finance and working closely with the Senior Leadership Team and colleagues across the organisation, you will be a key person ensuring that our financial data is complete and accurate, overseeing reporting to our programme funders and our international network, and ensuring best practice in all aspects of financial management. You’ll supervise the Database and Income Processing Officer and the Finance Assistant (position currently vacant). 

 Job Title: Finance Manager

 Department: Finance, Operations & Compliance

 Reports to: Finance Director

Budget responsibility: Yes

 Line management: 2 direct reports

Location: Home-based with regular travel to internal meetings and team events, and occasional  travel to our registered office in Slough

About Habitat for Humanity Great Britain

Habitat for Humanity Great Britain (Habitat GB) is part of the global Habitat for Humanity network fighting global poverty and homelessness. We believe that a decent home helps to permanently break the cycle of poverty and allows families to achieve strength, stability, and self-reliance.

Habitat GB has recently completed a strategic review, resulting in a new National Strategy and an organisational restructure, to ensure the charity is able to deliver the Strategy with impact, efficiently and effectively. This has included the integration of a subsidiary entity (GB Homes) into Habitat GB.  As a result, the Finance, Operations & Compliance team has been expanded to ensure the right capacity and capability for these crucial functions. 

Habitat’s turnover for the financial year ended 30 June 2023 was £3.0m with net assets of £2.5m: for the year ended 30 June 2024, it was £3.5m with assets of £2.1m.

Job Purpose

As our Finance Manager, reporting to the Director of Finance and working closely with the Senior Leadership Team and colleagues across the organisation, you will be a key person ensuring that our financial data is complete and accurate, overseeing reporting to our programme funders and our international network, and ensuring best practice in all aspects of financial management. You’ll supervise the Database and Income Processing Officer and the Finance Assistant (position currently vacant).

Key responsibilities

Ensure the integrity of financial data and controls, including budgeting, forecasting, Treasury and cash flow management

· Prepare data ready for monthly accounts, reports, and financial statements. This will include the normal monthly journals, reconciliations, and checks

· Support financial planning, risk management, and decision-making

· Liaise as necessary with colleagues in Habitat for Humanity’s international network for reporting and efficient transmission of funds to overseas affiliates

· Manage payroll, tax returns, and financial reporting for funders

· Provide leadership to finance team members and develop financial policies

Accountabilities and Responsibilities

 Purchasing / Expenditure

· Administering commitment and invoice approvals in line with our Delegation of Authority

· Coordinating and verifying expense coding by non-finance staff

· Administering transfers to international partners according to policy

· Other ad hoc payments, including foreign currency transactions

· Reconciling supplier accounts each month

· Ensuring VAT records are accurate and returns made on time

· Maintaining auditable financial records

Income / Donations

· Manage income processing team

· Working with fund-raising teams to ensure all income is appropriately coded and documented

· Importing grants and donations from the CRM system (Raiser’s Edge) to the accounting system and reconciling to bank

· Regular reconciliations between the accounting and CRM systems

· Coding, processing and reconciling other income

· Assisting with Gift Aid claims

Bank

· Administering weekly payment runs and coordinating on-time authorisations

· Processing international transfers

· Currency and treasury management

· Bank account reconciliations

General queries

· Dealing politely and efficiently with questions from inside and outside the organisation

· Dealing assertively and effectively with cases of any deviations from policies and procedures

Record keeping

· Complete and accurate record keeping bearing in mind detailed level of audit compliance

· Logical filing of evidence of transactions, primarily electronic.

Month- and Quarter-End processes

· Preparing nominal journals, such as accruals/prepayments, payroll allocations, depreciation

· Monthly reconciliations of balance sheet accounts.

Other duties

 · Checking Employee Expenses Claims (processed by the Office Manager) and final processing

· Assisting Director of Finance and other relevant staff with finance-related questions

· Assisting with the annual audit and preparation of financial statements

· Additional finance admin duties as required

· Run donor budget reports for the Europe region office and internal stakeholders

What we’re looking for

 · A qualified or part-qualified finance professional with at least 3 years’ experience in charity finance, including fund accounting

· Skills in financial control, compliance, management, and reporting

· Knowledge of accounting software (Sage50 and Sun ideally) and downstream spreadsheet and similar tools; a willingness to learn new ways of handling data

· Good summarising and communication skills with the ability to influence colleagues and senior leaders

· A pragmatic, efficient character with a dedication to accuracy and reliability

· A questioning mindset, finding opportunities to improve every day

The role and responsibilities will be carried out in a way that reflects

 · Habitat GB’s commitment to safeguarding children in accordance with the Safeguarding Policy

· A commitment to Habitat GB’s vision, mission, values, and approach

· A commitment to effective management of risk, by operating within the Charity’s code of conduct, policies, procedures and controls and by carrying out the risk management and assurance responsibilities of the role as set out in relevant Policy and Procedures

We offer a flexible and supportive working environment with options for hybrid working and training and other arrangements to help you thrive in your role.

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If this sounds like it could be a good match for you, please take a look at the Candidate Pack.

 Please note: this role is not eligible for UK Visa Sponsorship - the successful applicant will need to have a pre-existing Right to Work in the UK.

Start your Habitat journey here…

Applications comprising a CV and cover letter explaining how your skills and experience match the job requirements should be sent by email (referencing the job title in the subject line) to:  (See candidate pack for email) 

Tell us about the skills and experience you would bring to the role and your motivation for applying.

The deadline for applications is 11th  May 2025 (at 11:59 pm).

Habitat for Humanity requires all employees to take seriously their ethical responsibilities to safeguard our intended beneficiaries, their communities, and all those with whom we work.  Managers at all levels have responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation and abuse, safeguards the rights of beneficiaries and community members (especially children), and promotes the implementation of our code of conduct. The employment of this position will be subject to a satisfactory reference check and a Disclosure and Barring Service (DBS) check.

 At Habitat for Humanity GB, we aim to build, develop and retain a talented workforce that represents a variety of backgrounds, skills and experiences. We welcome and actively encourage applications from anyone who feels they’d be a good fit for our organisation, regardless of race, religion, colour, age, sex, national origin, sexual orientation, gender identity, disability, neurodiversity or any other protected characteristics.

We’d prefer to hear directly from applicants – we won’t be working with third party recruiters on this role.

We’re looking for an analytical, detail-oriented professional to join our senior management team as Finance and Operations Manager. You’ll ensure the smooth operation of our financial and legal aid reporting processes and manage office contracts across our three locations.

Salary: £38,700 per annum, plus 4% pension contributions
Reports to: CEO, Trustees, Finance Board of Trustees, and SMT
Term: Permanent, Full-time (35 hours per week)
Based at: SWLLC’s Croydon Office / Hybrid working available

For more details, please see our application pack. 

To apply, send us your CV and covering letter (no more than two pages of A4), clearly outlining how you meet the person specifications and why you would like to join South West London Law Centres.

Applications without a covering letter will not be considered.

Closing date: 5 pm on 02/05/2025

Turn2us is a national charity tackling financial insecurity and its structural causes. We work with co-producers and partners to provide people in financial crisis with the means and agency to get back on their feet, build resilience, move forward with their lives and thrive.

Turn2us and its partners have secured £1.5 million from The National Lottery Community Fund to deliver an ambitious and innovative new programme that will support charities in England and Scotland to empower diverse and marginalised communities to respond to climate change and to get their voices heard in environmental policy and media debates.It will focus on Disabled people, those facing financial insecurity and people from ethnic minority communities. These voices are often the least heard from in national and local debates on our environment. This new work aims to change that.

As part of this programme, The National Lottery Community Fund have funded the creation of an Engagement Manager post at Turn2us to work with those facing financial insecurity. The Engagement Manager employed by Turn2us will deliver activity with smaller charities and grassroots organisations supporting those facing financial insecurity that:

• Increases awareness of the impact of environmental change and related policy on different communities 
• Listens to people in these communities to find out what actions they want charities and local government to take
• Develops shared local environmental policy priorities and empowers these organisations to advocate directly to local and national policy makers
• Identifies actions that these organisations can take to support communities to respond to climate change, and helps organisations to implement them
• Identifies people with lived experience to receive hands on training in order to act as diverse champions to media and policy makers

They will work closely with Community Engagement Managers employed by Disability Rights UK, and Race Equality Foundation, focussed on reaching organisations supporting Disabled people and people from ethnic minority communities. 

We offer flexible working patterns, both in terms of hours and remote working. Please note that all employees are required to work from the office a minimum of 4 days a month on a weekly basis.

Some roles may be required to be in the office more often than others and this will be agreed with the hiring manager upon starting at Turn2us.

Please note that all job offers are subject to 2 – 3 satisfactory references and a disclosure satisfactory to Turn2us from the Disclosure & Barring Service (DBS).

As an equal opportunities employer, we are committed to equity, inclusion and diversity and the value people from different backgrounds bring to a team. If, like us, you believe everyone has the right to have enough to live on, and you are ambitious about eradicating financial insecurity, join us and build your career with a charity dedicated to ensuring dignity and equity for all.

Closing date: 06/05/2025, 23:59

Interview date: w/c 19/05/25

Development Manager

Are you a passionate and skilled land and property professional with a heart for serving older Christians? We are seeking a Development Manager to play a key role in expanding and strengthening our mission to provide compassionate, faith-based care. This is a unique opportunity to make a tangible difference in the lives of our residents while working alongside a dedicated and motivated team.

We are looking for a Development Manager who will be instrumental in driving our vision forward, identifying new land and acquisition opportunities, and ensuring the highest standards of development and innovation.

As a Development Manager, you will be responsible for leading on strategic development projects, forging key partnerships, and ensuring our growth and renewal programme moves forward in alignment with our mission.

If you are a dynamic and experienced land and property professional with a strong background in acquisitions, planning, project management, and a heart for Christian service, we invite you to apply now.

Responsibilities:

• Lead and manage strategic development projects from inception to completion.
• Identify and develop new opportunities for growth and expansion.
• Work collaboratively with key stakeholders .
• Manage budgets effectively and ensure financial sustainability of development initiatives.
• Prepare reports and provide updates to senior management and trustees.

Skills/Experience:

• Strong leadership and strategic thinking skills.
• Proven experience in land acquisition, development project management, or a similar role.
• Ability to communicate effectively with a wide range of stakeholders.
• Strong financial acumen and experience in managing development budgets.
• A proactive and innovative approach .
• IT proficient, including Microsoft Office Suite.
• Ability to work under pressure and manage multiple priorities.

Applicants must be evangelical Christians (This role has an Occupational Requirement to be filled by a Christian under the provisions of the Equality Act (2010).)

Hours:

Full-time, 40 hours per week.

Benefits:

• Salary: £54,000 per annum
• Remote working
• 5 Weeks' paid holiday per year as well as bank and public holidays
• On-going training and support
• Team events
• Pension scheme
• Care Friends referral 
• Medicash
• Perkbox – including an Employee assistance programme.
• Long-standing service rewards
• Birthday rewards

— What our staff say about us: “It is a friendly and welcoming place to work.” —

We are committed to having a diverse leadership team and encourage applications from disabled and Black, Asian, and Minority Ethnic candidates, as these groups are currently underrepresented at the senior management level.

Closing date: 23rd May 2025 – However, this vacancy may close sooner if sufficient applications are received, so please apply as soon as possible if interested.

Group Financial Controller | up to £700 per day (Umbrella) | Hybrid | London | 12-months +

For a large international organisation, we are recruiting an Interim Group Financial Controller to focus on their short-term cash flow forecast model, intercompany, and trapped cash. Critically, this role will fully implement and embed the use of a 13-week short term cashflow forecast and will oversee the cash repatriation to the UK from overseas entities, liaising with Treasury, Tax, FP&A, Group Statutory Reporting, and the MSP. The Group Financial Controller will also lead monthly close, balance sheet integrity, intercompany processes and compliance, and develop insight and understanding of the company's working capital to drive initiatives to optimise.

Main Duties:

• Fully develop and embed the short-term 13-week cash flow forecast and process notes with the goal of transferring this to the MSP
• Coordinate work across Financial Control, Tax, and Treasury to improve cash repatriations to the UK (trapped cash)
• Leadership of change across global financial control activities including monthly-close, balance sheet integrity, intercompany processes and financial regulation compliance
• Partner with business units and regions to support change in the transactional finance activities, monthly close and financial compliance is carried out.
• Lead multiple stakeholders across territories to ensure consistent standards and performance including interaction with the MSP
• Drive improvement in understanding and reporting of working capital across the group and entities
• Key role in coordinating activity across Treasury, Tax, FP&A, Group Statutory reporting and the Managed Service Provider as well as overseas Finance teams to maximise accuracy
• Ensure strong Audit readiness, managing relationships with internal / external auditors
• Line management of 3 Finance Controllers (functional and business units)

Person Specification:

• Qualified Accountant with proven experience at Group-level Financial Control
• Experience of embedding and managing short-term cash-flow models and forecasting
• Experience of trapped cash and the repatriation of cash across multiple territories to the UK
• Strong intercompany experience
• Strong experience of bid data
• Experience of leading a geographically dispersed and culturally diverse team
• Experience leading a Finance team supporting multiple business models
• Experience working in a matrix management structure
• SAP experience
• Shared Services experience
• Experience of leading large change projects / initiatives

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Bridge 5 Mill is a centre of social change in a historic 5 storey mill on the edge of Ancoats, comprising workspaces and event spaces. Our unique sustainable and ethical approach characterises our building and drives all our activities. Bridge 5 Mill is part of a family of organisations including the Kindling Trust, promoting ecological and social justice through a broad range of projects. 

We have just secured funding to fix our broken lift. This is great news, as the period without a lift had a significant impact on our community of tenants, wider users and also therefore, on our income from venue hire (with much less events able to take place during this time). This came on the tail of the Covid pandemic, which transformed how and when people use workspaces and events spaces. The funding means we are now at a pivotal time to rebuild both our events program and our offer as a beautiful, ethical and central venue to hire, as well as exploring how to diversify our services. You will be an instrumental part in the development and growth of our activities and in overcoming these recent challenges.

We are looking for a motivated and passionate person to join our small team here at Bridge 5 Mill. You will be part of an exciting new chapter for our organisation, as we prepare for our events “relaunch”,  diversify our services and begin working on exciting new development projects. As our Finance Manager, you will be an integral part of this transition, working alongside the Building Manager and Community Engagement Manager, to increase event occupancy, improve our current services and financially futureproof Bridge 5 Mill. 

We are at an exciting time in the life of our organisation and there has never been a more important time for us to deliver our vision. We are looking for someone with the experience, skills and energy to help us do that.

MAIN DUTIES

Bookkeeping;

• Bank reconciliation
• Invoicing and payment management
• Purchases and paying bills
• Assist our accountant with HMRC duties 

Prepare financial reports;

• Prepare quarterly management reports for Board of Trustees
• Create budgets & forecasts
• Compare budgets versus actuals & collaborate with the operations team on where to make improvements
• Identify and monitor financial Key Performance Indicators
• Submitting relevant documents to companies House, Charity Commission etc.

Fundraising;

• Research and apply for loans, grants and blended finance options as needed
• Reporting to funders on grant progress
• Liaise with operations team on financial viability of future development plans 

Reception cover (to cover annual leave / sickness when needed);

• Sit at reception to cover annual leave / sickness when needed
• Take booking enquiries over the phone & via email 
• Respond to tenant queries 
• Welcome guests 

Other;

• Fulfilling such other duties and assignments as may be required from time to time.

PERSON SPECIFICATION

Essential competence, skills and knowledge;

• Experience in bookkeeping
• Good excel skills
• Ability to work within a small dynamic team
• Experience in financial reporting
• Experience in funding bid writing
• Good administration skills
• Ability to prioritise tasks, good time management and organisational skills
• Good administration and IT skills
• Problem solving skills and  proactiveness

Desirable competence, skills and knowledge;

• Excellent communication and interpersonal skills
• Customer service skills
• Experience of reception, hospitality or facilities operations

Essential personal skills;

• Awareness, understanding and enthusiasm for environmental and social change issues
• Drive and enthusiasm to meet set objectives. A high degree of personal motivation and initiative, the ability to work under pressure, whilst working cooperatively in a team environment
• Ability to learn on the job, and respond to possibilities and potential opportunities
• Willingness and flexibility to undertake any relevant training required

Desirable personal skills;

• Understanding of the social change and VCSE sector
• Knowledge of the events and venue hires industry

Salary: £24, 570 pro rata per annum (for a 37.5 hour working week), plus 5% employer pension contribution (actual salary for 22.5  hours a week: £14,742 per annum). Salary based on Real Living Wage 2025/26.

• Community Housing is looking for a Chief Financial Officer.
• This is a hybrid role, 2 days a week in the office.

About Our Client

Community Housing is a social business and one of Worcestershire's largest Registered Providers (RP) of social housing. They provide and manage general needs and sheltered housing homes.

They are a main employer in the Wyre Forest and employ over 300 members of staff in their headquarters based in Kidderminster.

Community Housing are an ambitious team, focused on providing affordable, quality homes and delivering great services in safe communities. In simple terms, they want to be the best landlord they can possibly be.

Job Description

This is an opportunity to join Community Housing as their next Chief Financial Officer, responsibilities will include:

Working closely with the rest of the Executive Team and the Board to contribute to the strategic leadership and management of the organisation, playing a crucial role providing financial challenge to the Executive and the Board.
Providing inspirational financial leadership to Community Housing to ensure that the organisation meets its financial strategic aims and objectives aligned to Corporate Plan, Vision and Values.
Managing the finance function in order to deliver robust financial controls, improving performance and mitigating the risk for Community Housing in the long run.

Leading, motivating and developing the Finance, IT, Procurement and Risk functions.

The Successful Applicant

• You will be a CCAB or equivalent qualified accountant with a proven track record of achievement, with the ability to drive and manage a diverse workforce. 
• The ideal candidate will have worked in social housing or other relevant industries, with experience managing a finance function. It is also important you have previously attended board, audit or finance committee meetings.
• Community Housing's values are at the heart of everything they do, enabling each colleague to positively contribute to the organisations success.

What's on Offer

Closing date 8th May 2025

Hybrid working 2 days a week in the Kidderminster office.

Contact
Elizabeth Campion
Quote job ref
JN-042025-6722072Z

Where specific UK qualifications are required we will take into account overseas equivalents. All third party applications will be forwarded to Michael Page.

Senior Philanthropy Manager

The Christie Charity is a vibrant, fast moving, energetic organisation with a passionate team and a fantastic reputation. We are looking for an experienced, dynamic senior philanthropy manager to join our philanthropy team. We require someone who has demonstrable experience in philanthropy fundraising or has strong transferable skills. It is desirable that you have experience in managing people as this role manages a philanthropy fundraiser.

As a Senior Philanthropy Manager, you will play a key role in maximising charitable income for The Christie Charity, through high-net-worth individuals by building with authentic, sustainable relationships.