Finance Jobs
As a Money and Debt Coach (Omni-Channel: Telephone & Video), your primary role will be
to provide financial coaching and ensure that over-indebted clients receive tailored debt
advice through various channels. The role is based at Guy's Hospital - Great Maze Pond, London SE1 9RT
Scope of role
- Providing tailored financial advice and support.
- To maintain detailed case records.
- Keep up to date with legislation, policies and procedures and undertake appropriate training.
Key Responsibilities
- Accurate, effective and individually tailored advice
- Deliver financial capability workshops at various NHS sites, promoting financialresilience and wellbeing.
- Provide money coaching advice through various channels including face-to-face, video, and telephone sessions.
- Complete assessments which lead to appropriate referral to an in house debt adviser
- Interviewing those that access the service using sensitive listening andquestioning skills to allow them to explain their problem(s) and empower them to
set their own priorities.
- Signposting/referring clients to internal and other agencies where required. Issuing foodbank vouchers.
Detailed case records
- Maintaining detailed case records, ensuring that all work meets all auditing and quality standards and the requirements of the funder.
- Ensuring all case records and written up in a timely manner.
- Monitor and report on client engagement and outcomes from advice sessions.
- Familiarity with CRM systems and practices (Customer Relationship Management system).
- Handle customer complaints, provide appropriate solutions within the time limits, follow up to ensure resolution.
Up-to-date training
- Completing a minimum of 16 hours of technical CPD accredited training orqualifying activity.
- Maintaining an up-to-date record of all training sessions.
Teamwork and Collaboration
- Work to an agreed work-plan, meeting targets and milestones, whilst prioritisingand managing your own workload.
- Be an active member of the team, identifying opportunities for your owndevelopment, and demonstrating financial efficiency and value for money
throughout your work.
- Compliance with Toynbee Hall policies and procedures, including health andsafety.
5. Other
- Travel across London as required, and occasionally the UK.
- Undertake additional tasks as delegated by DFA Management.
Please download the full Job Description for more details.
The client requests no contact from agencies or media sales.
We are recruiting for a Finance Assistant to join our Finance team; the scope on this job involves….
Job Title: Finance Assistant - Accounts Receivable
Location: London/Hybrid
Salary: £29,919 per annum
Contract type: Permanent, Full-time
Hours: 37.5
We want kind and empathic people to work at Refuge, who believe in equality, diversity, and inclusion, are experts in their area of knowledge, want to make a positive difference and improve the lives of the women and children we support.
This is an opportunity to join Refuge as a Finance Assistant. This role will take the lead on and be the primary contact for all the income related matters of Refuge which fall within the remit of Finance. The postholder will act as the bridge between Finance and Refuge for all income matters. This role will also work closely with the Housing Income Manager. The role incorporates a high level of processing requiring attention to detail and accuracy and is a critical role to Refuge.
Closing date: 9am on 18 October 2024
Interview dates: 30 & 31 October
Benefits
Refuge offers a variety of exciting opportunities to learn, develop and grow in your career. We recognise the value everyone brings to the organisation to achieve our aims and are dedicated to developing and rewarding our staff. More details of our benefits can be found in Job Information Pack.
Age UK is currently recruiting for a Finance Analyst to help provide high quality financial data analysis, business intelligence and modelling to our shared services division.
As a Finance Analyst at Age UK, you will support our FP&A Manager by creating insightful analysis and reporting, business intelligence and financial performance and risk reports. This opportunity is ideal for someone who wants to gain experience within the charity sector, working for a national charity in an accomplished FP&A team.
If you have passion for the mission and values of Age UK, combined with a desire to contribute to positive social impact, this role may be for you. For an more extensive list of responsibilities, please review the job description below.
This is a hybrid opportunity, a blend of homebased and office working. Our linked office for this role is in London and you would be expected to attend the office around once a month for team days and more often if necessary.
Age UK internal grade - 7L. This salary includes a market supplement due to the specialism of this position.
Must haves:
* High proficiency in financial modelling techniques.
* Strong fluency with Excel formulas and functions.
* Self-starter with excellent interpersonal communication and problem-solving skills.
* Experience of building detailed models within Power BI advantageous but not essential. Experience of working to deadlines.
* Communication: Ability to distill complex issues to understandable and actionable items.
* Analytical Thinking: Ability to analyse financial data and create financial models for decision support.
* Attention to Detail: High attention to detail and accuracy.
* Organisational Skills: Ability to manage multiple projects simultaneously.
* Systems: Aptitude for picking up new IT systems.
* Bachelor's degree in Finance, Accounting, Economics, or related field.
Great to haves:
* 1-2 years of business finance or other relevant experience is advantageous but not essential.
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
All CVs will be anonymised by our recruitment system when you apply for a role at Age UK. Please note that our system is unable to anonymise cover letters, and we would therefore ask that to support the work we are doing on making our recruitment selection process fairer and more unbiased, that you remove any personal information from your cover letter/supporting statement, including your name before uploading this. All equalities monitoring information is also anonymised and not shared with the hiring panel. Your name and address will only be known to us once you are invited for an interview.
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. We guarantee an interview to disabled candidates who meet the minimum criteria under the Disability Confident Scheme. Please note that on occasion, due to high numbers of applications, 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.
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.
Since 1899, Birmingham Settlement has been working to create opportunity and choice – connecting and empowering people through action, activities, and shared learning to build and sustain wellbeing for all.
Debt & Welfare Benefits Adviser / Debt & Welfare Benefits Trainee Adviser
Salary: £28,216 pa for experienced adviser.
£23,500 for trainee (review after 6-months)
35 hours per week, 25 days A/L + contributory pension scheme
Birmingham Settlement has an opportunity to join our Money Advice Team, either as an experienced Debt & Welfare Benefits Adviser or a Debt & Welfare Benefits Trainee Adviser.
As an experienced Debt & Welfare Benefits Adviser you will already have a background in providing effective, high-quality debt and welfare benefits advice to a wide range of clients in differing circumstance. As a Trainee you will have a basic knowledge and understanding of the issues affecting people experiencing debt and benefit problems along with some experience in an advice service or customer facing setting along with the ability and willingness to undertake training and development.
Based at our Newtown office with outreach work in other areas of the city, you will be adaptable with excellent communication skills, flexibility, and the ability to manage your own workload.
You will be joining a long established and professional Money Advice Team providing specialist advice with a holistic approach that covers all areas of debt and welfare benefit along with training to build and continually improve money management and financial capability.
This is a great opportunity to join a progressive charity making a real difference to people’s lives – see our website.
For an informal discussion about the roles call Jelena Dukic
For an application pack visit our website and click on Vacancies
Closing date for applications: Tuesday,08/10/2024 at 5pm
Interviews: Monday, 14/10/2024
Birmingham Settlement is committed to Equality of Opportunity and welcomes applications from all sections of the community. Registered charity number 517303
The client requests no contact from agencies or media sales.
Want to work for an industry leading charitable organisation in their field of expertise? Are you an experienced Finance Business Partnering professional looking to take your experience to new heights in a role with line management responsibility? Looking to secure a finance role that works directly with the front lines of the cause the charity exists to support? If yes, look no further!
One of the biggest names in the UK Charity sector is currently seeking a Senior Finance Business Partner to join their high-performing team on a permanent basis. Reporting into the Head of FP&A, you will be responsible for running the business partnering function for one of the charity’s most high-profile directorates. Leading a small team, you will drive the delivery of targets and high-quality financial information to facilitate sound decision making.
The key duties of this Senior Finance Business Partner are as follows:
- Take the lead in the annual budget setting process for the areas under your remit, working with key stakeholders to understand their visions for the following year.
- Act as the finance subject matter expert for your entities, providing sound analysis and advice to guide decision making.
- Full responsibility for reviewing and consolidating the monthly management accounts for each area under your remit
- Conduct high-level financial analysis and be the critical friend to ensure absolute budget efficiency.
- Lead the team in the production of the directorate’s consolidated monthly and quarterly management information packs.
- Provide leadership and guidance to the team, reviewing their work and providing opportunities for training and development to help them advance their careers.
This is an exceptional chance for an experienced business partnering professional who is excited at the prospect of working at the heart of a charity with a brilliant cause, whilst looking for opportunities to maximise existing processes to ensure the smooth delivery of a business-critical service. Please note that this role will officially be based out of the charity’s head office in Central London, but opportunities to work from home are on offer for three days per week.
The successful candidate will have:
- Demonstrable experience in an FP&A or FBP focused role at a similar level.
- A fully accountancy qualification (CCAB or equivalent).
- Fantastic communication skills and the ability to build credibility with senior level stakeholders.
- A love for challenging the status quo and manipulating data to understand trends and underlying themes.
- A hunger to learn and a proactive mindset.
If you are interested in this Senior Finance Business Partner role, please do not delay in applying as this role is likely to be filled before the closing date.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Our system keeps your personal information hidden until the recruiter contacts you.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Finance & Operations Assistant, Community Impact Bucks
Full Time 35 hours per week - £22,950 to £25,000 per annum (DOE)
Hybrid working pattern – mainly from home but must be available to go into our office (Weston Turville, Aylesbury) when required
Could you carry out the financial and administrative tasks that keep this busy charity running?
If you are highly organised, with an eye for detail and great Excel skills, then this could be the role for you.
About us
At Community Impact Bucks, we are passionate about helping people to get involved and make a difference in their communities.
· We support hundreds of communities and causes across Buckinghamshire by helping charities and voluntary groups to be the best they can be – perhaps by helping them find funding, run their organisation or find volunteers.
· By helping local residents to find volunteering roles, we support people who want to give back to their communities while at the same time help local charities to find the volunteers they may need to support vital services.
· And through our community services, we help to build strong, resilient communities and directly help people – the elderly, vulnerable and socially isolated – where we see an unmet need.
About you
Skilled in use of IT software, in particular Excel and QuickBooks or Sage, you get satisfaction from seeing everything running smoothly, have an eye for detail, and are happy to work on your own initiative as part of a remote team.
Able to manage your own time, you will have a flexible approach and be keen to test new ways of working to improve business processes.
Key responsibilities
Key tasks include:
· Bookkeeping and day-to-day management of invoices and payments
· Premises management: resolving day-to-day issues, First Aider, Fire Officer
· Co-ordinating team and Board meetings including invitations, agenda and papers
· Responsible for HR administration and record-keeping, including preparing paperwork and co-ordinating recruitment, induction and leaver processes
· Act as an IT Superuser, becoming expert in IT systems and supporting colleagues to use them effectively
Key requirements
· Experience of bookkeeping, preferably using bookkeeping software such as QuickBooks.
· Excellent attention to detail and high levels of accuracy.
· Excellent telephone manner and confident in a public facing role.
· Able to establish systems, record information and maintain records systematically.
· Confident user of IT software, including Microsoft Office Excel, Word, and Outlook and Adobe Acrobat.
· Confident working with numbers, data and spreadsheets.
· Able to work on own initiative and to tight deadlines.
Diversity & Inclusion
Community Impact Bucks is committed to challenging inequality and values the diversity of our communities in Buckinghamshire. We recognise that reflecting that diversity will only ever make our organisation better. We work to ensure an inclusive culture where colleagues feel welcomed and supported to succeed and thrive. We encourage applications from people of all backgrounds, particularly those from under-represented communities.
How to apply
For more information please visit our website to download the Job Description and application form.
Please apply via the CharityJob website with a CV and a cover letter explaining how your skills, experience and interests meet the Job Description and Person Specification by 5 pm on 27th September.
Applications will be reviewed as they are received so an early application is advised
Interviews will take place in person, at our office based in Weston Turville, Aylesbury (HP22 5XQ)
Please apply via the CharityJob website with a CV and a cover letter explaining how your skills, experience and interests meet the Job Description and Person Specification. The deadline for applications is 5 pm on 27th September 2024.
We support people and groups to get involved in their local communities and make Buckinghamshire a better place to live.
The client requests no contact from agencies or media sales.
Are you a finance professional looking for a new challenge? Are you passionate about helping people? Do you want to give back to your community?
Cornwall Community Accountancy Service are looking for a Chief Executive Officer / Principal Accountant to take over from the founding CEO who is stepping back from the role.Reporting to the trustees this role takes primary responsibility for the day to day management and further development of the Community Accountancy Service to community organisations within Cornwall.The post holder will be a professionally qualified accountant holding a practising certificate, thereby responsible for quality control of all accountancy work performed.
This role would be ideal to work alongside an existing practice or someone who already has their own clients. This is a part time role (15-20 hours per week) with a salary of £63,700 FTE.The role would be with an immediate start with handover from the current CEO up until April 2025.The CEO is happy to remain on hand for support for the foreseeable future.
Based in Redruth with home working an essential part of the role.
The client requests no contact from agencies or media sales.
ShareAction is an independent charity and an expert on responsible investment. We work to build a world where the financial system serves our planet and its people. We set ambitious standards for how financial institutions, through their investment decisions, can protect our planet and its people and campaign for this approach to become the norm. We convene shareholders to collectively push companies to tackle the climate crisis, protect nature, improve workers’ rights and shape healthier societies. In the UK and EU, we advocate for financial regulation that has society’s best interests at its core.
Position
As part of the Financial Sector Standards Directorate, the Co-Head of Investor Engagement is responsible for leading ShareAction’s engagement with asset owners, asset managers and investment consultants. The role is key to establishing, sustaining and deepening constructive relationships with investment professionals at the heart of the financial system, challenging, encouraging and supporting them to raise their ambition on climate, nature, decent working conditions and people’s health. This is a new role that has been created from a restructure of the team that we hope will allow both parts to work more collaboratively.
In this role, you will be accountable for designing and leading ShareAction’s strategy to engage and influence major global institutional investors. You will help ShareAction work towards our vision by playing a leading role in shaping a dynamic new strategy for engaging pension funds to be active responsible stewards of pension savers’ capital, helping them to exercise positive influence over the wider investment system in the interests of the people whose assets they manage.
You will work closely with your fellow Co-Head of Investor Engagement, who acts as Technical Lead. They bring analytical and research expertise, ensuring that ShareAction’s insights, guidance and research outputs are informed, credible and robust. Your vital contribution will be to build constructive and sustained relationships with our key audiences in the investment industry and to shape inspiring and engaging events, dialogue and communications that deliver our messages in ways that resonate.
The Co-Head role is not a job share – both Co-Heads are full-time roles. Jointly, you are accountable for the design and overall delivery of ShareAction’s investor engagement strategy and for the wellbeing and performance of the Investor Engagement Team. However, you each have distinct accountabilities within the strategy, and the Engagement Lead (this role) will have primary responsibility for team operations (budget, risk and plan management, as well as monitoring, evaluation and learning). The team comprises eight more junior colleagues, six of whom will sit in your reporting line, with three reporting directly to you. As a team Head, you will also be part of ShareAction’s Extended Leadership Team, which plays a key role in organisational leadership, strategy and decision-making.
You will also liaise closely with colleagues who lead our advocacy with policymakers, as well as those who lead our corporate campaigns, helping to coordinate their efforts to build coalitions of investors that drive change through collaborative engagements with specific companies and sectors. You will also oversee the secretariat function which ShareAction provides to two networks of mission-led investors (the Charities Responsible Investment Network and the Responsible Investment Network – Universities), supporting their ambitions to be at the leading edge of responsible investment practice.
ShareAction’s research, engagement and campaigns are highly respected within the investment industry. If you are excited by the opportunity to influence and shape the way the finance sector responds to the challenge of aligning long-term economic, financial, environmental and social goals, then we’d love to hear from you!
What you’ll bring to the team
We want to hear from you if you’re highly skilled in strategic stakeholder relationship management and have a passion for making the financial system work in the interests of people and the planet. We think this role could suit someone who has previous experience in the financial sector. Or perhaps, you may have worked in wider industry in investor relations, in a professional services organisation, or in a stakeholder-facing role within a civil society organisation or regulatory/policymaking body. Additionally, the key aptitudes we’re looking for are the ability to shape and lead a strategy to engage and influence with impact and the ability to lead and manage a passionate and talented team. However, we recognise that talent comes from all types of backgrounds, and lots of skills are transferable. So, if you believe you would excel in engaging to change the financial industry but don't have one of these profiles of experience, we’re still keen to hear from you, and we welcome opportunities to explore different ways of achieving our goals.
What we will do for you
We are a fast-paced organisation that has grown substantially over the past few years. We recognise that our people work hard to advocate for responsible investment and drive meaningful engagement with those who have the power to create a brighter future. Every day, they bring their expertise, passion and persistence to build a world where the financial system serves our people and planet. We want to ensure we provide the right environment for our colleagues to thrive, and we are committed to improving our employee offer where possible.
Currently, we are pleased to offer:
- A commitment to flexible working: over 60% of our employees have some sort of flexible working arrangement in place.
- Hybrid working: we are committed to supporting our staff to work in a way that suits their lifestyle and meets the requirements of their role.
- Internal promotion and development opportunities: we offer a range of ways to improve your skills and focus on what you love, including promotion, secondment, or sideways development opportunities. For some levels of roles, we offer direct progression.
- The opportunity to help make a difference: we tackle some of the world’s biggest social and environmental challenges. We offer opportunities for you to develop your skills and experience in a friendly, flexible and supportive working environment.
- A unionised work environment: our staff have the opportunity to join the union, and we are supported by our recognised union, Unite. We regularly consult and negotiate with our employees on workplace matters ranging from working conditions to pay.
- Regular in-person meetings, including all-staff away days, retreats and directorate strategy days to create connected teams.
- 8% non-contributory pension: invested with NEST and their green funds.
- A healthcare cash plan with Westfield that gives you money back on your healthcare costs.
- An employee assistance programme: advice and support, lifestyle discounts and short-term counselling.
- 25 days’ annual leave (increasing with length of service) plus office closure at the end of the year, ensuring everyone gets time to switch off together.
- Enhanced family leave pay: up to 18 weeks paid at 90% for either parent.
- Enhanced sick pay: starting at 5 weeks’ full pay from day one.
- Season ticket loan and cycle-to-work scheme.
ShareAction values and respects all differences in people (seen and unseen) and welcomes applications from all backgrounds, communities and industries. We are committed to having a team that is made up of diverse skills, experiences and abilities, and we are working hard to provide an environment where all can bring their authentic selves to work. We know that some people won’t apply for a role unless they meet all the requirements listed in the job description. If this is the case for you, but you think you would excel in this role, we want to hear from you!
For further information and to apply, please visit our website via the Apply button.
Closing date: 9am on Monday 30 September 2024.
First-round interviews: Wednesday 9/Thursday 10 October 2024 (online).
Second-round interviews: Wednesday 16/Thursday 17 October 2024 (in person).
Our hiring process is anonymised; we won’t ask for a cover letter, and we don’t look at CVs until the interview stage. We do this so that we reduce the opportunity for unconscious biases to affect our decision-making, and so we prioritise skills and expertise over how well you can write a CV.
To be considered for this post, you must be legally eligible to work in the UK; unfortunately, we are unable to provide visa sponsorship.
Please be aware that when shortlisting we are really keen to get a sense of your unique voice and individual experience, especially if you are using generative AI tools as part of your drafting process.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Location: London Borough of Richmond Upon Thames (with hybrid working options available)
Leave entitlement: 28 days per annum pro rata + bank holidays pro rata
About the role:
We are pleased to offer you an exciting opportunity to join our advice team at Citizens Advice Richmond as a Manage Your Money Lead.
In this role you will be working alongside volunteer advisers, providing holistic advice and support to households in financial crisis and provide advice around income maximisation, managing fuel costs including leading on our Energy Advice Project, benefit take-up, applying for grants to help with costs arising from the cost-of-living crisis, reducing indebtedness and budgeting and money management to help to prevent future financial crisis.
The purpose of this role is to reduce the stigma for low-income households around needing and accessing financial support and give people confidence to seek cheaper alternatives to contract costs around, for example, telephone, tv and broadband.
The project includes support on preparing personal income and expenditure details which can be used by residents themselves when negotiating with debtors on repayment plans.
This work will have a focus on community-based outreach work, working alongside organisations such as foodbanks and community centres. It will aim to prevent future or recurring hardship.
This role is funded by City Bridge Foundation.
We are a friendly and diverse office. We support clients across our community and aim to reach the most vulnerable and excluded in our community.
What we give our staff
We offer a range of employee benefits, including generous annual leave, pension contribution, and training and opportunities to continue your professional development.
Please complete the application form and include this as your cover letter