Trustee jobs

We are looking for a motivated person to take on the role of Clerk and Administrator. We wish to appoint a diligent, well-organised person who has enthusiasm, understanding and a commitment to the Foundation and its aims.

The Foundation is an education charity based in Hartlebury, Worcestershire with an honourable history. Having its roots in the Queen Elizabeth’s Grammar School founded in the 16th century, it became the ‘Queen Elizabeth 1 Foundation’ charity in 1987. The charity owns and derives income from the original ‘Queen Elizabeth 1 Grammar School’ premises in Hartlebury and from its investment portfolio.

It’s key purpose is to benefit local schools and individuals by making financial awards to enhance and support educational opportunities. It seeks and considers applications from local schools or from individual pupils or students resident in the local area. We are committed to this aim and to developing our grant-making. The Foundation’s area of benefit is ‘the ancient parish of Hartlebury’, which is slightly larger than the current parish of Hartlebury.

The post will involve attending board meetings, taking and producing accurate minutes, and undertaking the accompanying administrative tasks including day-to-day banking and accounting. You will need to be able to keep well-ordered files & documents, be numerate and literate, with good typing skills, and it is essential you are fully competent using Word, Excel and Xero (or similar) accounting software.

In-person board meetings, usually six per year, take place at the Parish Hall in Hartlebury in alternate months; they are usually held from 5.30 – 7.30 p.m. Much of the working time for the role will be home-based and there is liable to be a need to store some administrative papers & documents securely in your home. There is also likely to be some written and/or phone contact with schools and individuals who make applications to the charity. You will co-ordinate liaison with the Foundation’s existing property, rent-collection and legal consultants.

The Foundation is in an important period of development, expanding its profile and its grant-making process, upgrading its online presence and moving to internet banking. The clerk’s role will be an exciting part of all these.

Send CV and covering letter (max. two sides A4). Please address:

• In no more than 200 words explain how your skills and experience make you a good candidate for this role.

• In no more than 300 words, please tell us about your understanding of governance in the context of assisting charitable trustee boards.

Please provide full details of two people able to supply references, including the context in which they know you.

Operational Leadership:

• Provide strategic leadership to the Senior Management Team's and it’s operational functions, ensuring efficient and high-quality service delivery.
• Develop and implement operational policies, procedures, and best practices to enhance productivity and ensure compliance.
• Continuously streamline processes and workflows to improve operational performance.
• Deputise for the CEO when required, representing the organisation at events, meetings, and in day-to-day operations.

Strategic Planning and Execution:

• Collaborate with the CEO and support, manage and develop the senior management to shape and execute the charity’s strategic plan.
• Translate strategic objectives into actionable initiatives, ensuring effective implementation and tracking progress.
• Identify opportunities for growth, cost optimisation, and improved service delivery.

Board of Trustees Liaison:

• Provide regular reports to the Board of Trustees on operational performance, strategic initiatives, and financial matters.
• Work closely with the CEO to ensure transparency, accountability, and alignment with the Board's expectations.
• Attend Board meetings and provide insights on operational challenges, opportunities, and key achievements.

Financial Management:

• Oversee budgeting, forecasting, and financial planning, ensuring the efficient use of resources.
• Monitor financial performance, identifying areas for improvement and taking corrective actions as necessary.
• Drive cost-efficiency initiatives while maintaining a focus on quality and service outcomes.

People Management and Development:

• Line manage and develop the SMT (nine managers)
• Lead, mentor, and develop a high-performing team, fostering a culture of accountability, collaboration, and continuous improvement.
• Establish performance goals and metrics for staff, offering regular feedback and development support.
• Promote an inclusive, diverse work environment that values employee engagement and professional growth.
• Oversee recruitment, onboarding, performance management, and retention strategies.

Risk Management and Compliance:

• Develop and implement strategies to identify, assess, and mitigate operational risks.
• Ensure compliance with relevant laws, regulations, and industry standards, maintaining the highest ethical standards.
• Implement internal controls and governance practices to safeguard the charity’s reputation and assets.

Bring your charismatic drive and passion for environmental issues to lead CPRE London towards its vision and manage its strategic direction and delivery. This is a rare opportunity to lead an organisation at the cutting edge of policy regarding green spaces and the environment, housing and planning. You will manage a small but motivated team of staff and dedicated volunteers. We are looking for candidates with the confidence to pitch for new funding, coupled with achievements in lobbying and liaison work across the environmental space.

CPRE London is a leading environmental charity in the capital, an independent charity and the London regional branch (1 of 42) of the national CPRE organisation, ‘The Countryside Charity’.

The focus of our campaigning is to make London a well-planned, greener, climate-resilient and nature rich city, which benefits everyone.

Skills in leadership, communication, negotiation, and project management are needed to run our operations. In addition to leading CPRE London you will run our London-based urban projects with allies in the environmental sector.  You will also work closely with a supportive board of trustees. 

Currently at the exciting stage of developing the London Tree Ring project, additionally we are involved in many more initiatives such as Healthy Streets Scorecard and GoParks London.

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.

Pregnancy Options Centre (Options) are seeking a Fundraising and Marketing Officer to raise funds for our counselling and education services: supporting people in crisis or distress around unplanned pregnancy or pregnancy loss experiences and educating the next generation on matters surrounding sexual health and healthy relationships. The post-holder will be responsible for raising funds from grants/trusts applications, and for developing and maintaining donor relationships. They will also take the lead on marketing the charity through social media, publicity and our website.

Pregnancy Options Centre provides free, non-directive help and support to anyone facing an unplanned pregnancy or struggling following an abortion or pregnancy loss. We offer a safe, non-judgemental environment where clients can explore their thoughts and feelings surrounding their situation and experiences. Alongside our counselling service, our Education project delivers interactive workshops to young people on topics surrounding healthy sex and relationships, self-esteem and the three options following an unplanned pregnancy: abortion, adoption and parenting.

Fundraising and Marketing Officer Job Description

Key Responsibilities

Fundraising and Finance:

• To carry out and contribute to the fundraising strategy
• Write comprehensive and compelling funding applications to Trusts and Foundations, tailoring them to meet a range of criteria
• To research and develop new funders to support the achievement of fundraising goals
• Build, nurture and maintain positive relationships with current funders, corporates and donors by stewarding them well.
• Ensure grants are acknowledged promptly and reporting requirements are met within agreed timescales
• To maintain up to date and accurate funder and donor records
• Work with project leads to identify and produce case studies/ service user statistics to demonstrate the impact of the charity’s projects
• Work with the CEO on community fundraising events, either organised by the charity or supporters.
• Explore innovative ways to diversify and expand Pregnancy Options Centre’s fundraising efforts.

Marketing:

• Manage Pregnancy Options Centre’s website: maintain and update content; optimise pages for audience and campaigns.
• Manage Pregnancy Options Centre’s social media channels; develop and execute a content plan, schedule, create and post engaging content, monitor and respond to supporters to build our following.
• Create and edit short-form videos for social media
• Write and design Pregnancy Options Centre’s Bi-monthly Newsletter; build our following and increase supporter engagement.
• Work with the CEO to devise supporter care procedures for donors to ensure they feel valued by their interactions with us.
• In conjunction with the CEO, attend relevant networking events to increase the charity’s visibility and secure new partnerships.

Other:

• To provide quarterly reports for Trustee meetings
• To attend monthly staff meetings
• To carry out all such reasonable duties as may be required as part of the role instructed by the CEO
• To support and work within the Ethos of the Charity
• To attend regional or national events as required, including networking within the Pregnancy Centre’s Network (PCN)
• To attend Trustee meetings, when required, to give updates and feedback.
• To be familiar and comply with all the charities policies and procedures.

Closing date: 7th May 2025

Interviews: Shortly after

Role Purpose

The Operations Director is a critical leadership role responsible for ensuring the efficient and effective running of all operational aspects of Katherine Low Settlement. This role oversees the day-to-day operational leadership of the charity, ensuring that its systems, processes, and teams are aligned with strategic objectives and compliant with relevant legislation.

This position will lead on programme delivery, financial management, human resources, IT infrastructure, risk and compliance, governance, and facilities management, ensuring that the organisation operates smoothly and sustainably. The post-holder will act as the Designated Safeguarding Lead (DSL), embedding a strong safeguarding culture across the organisation, and also be responsible for policy development and culture and wellbeing. 

As a key member of the senior leadership team, the Operations Director will work closely with the CEO, Board of Trustees, funders, partners, and staff to drive organisational effectiveness and ensure that the charity can continue delivering high-impact work.

Key Responsibilities

Operational Leadership & Organisational Strategy

• Provide strategic leadership for all operational functions, ensuring alignment with the organisation’s mission and strategic objectives.
• Develop and implement efficient systems, processes, and policies to improve operational effectiveness.
• Work closely with the CEO and Board of Trustees to ensure that the charity is resilient, agile, and positioned for sustainable growth.
• Oversee cross-departmental collaboration, ensuring that operations support and enhance programme delivery.
• Lead on operational planning, resource allocation, and impact measurement.

Programme Delivery & Impact

• Ensure all programmes and services are effectively designed, resourced, and evaluated to achieve the best outcomes.
• Lead on the development of monitoring, evaluation, and learning (MEL) frameworks to track programme impact and efficiency.
• Work with programme teams to ensure services are inclusive, accessible, and responsive to the needs of beneficiaries.
• Identify and mitigate operational risks that could affect programme delivery.

Financial & Resource Management

• Oversee financial planning, budgeting, and management in partnership with the Finance Team and CEO.
• Ensure financial policies, processes, and controls are in place and adhered to.
• Work with the fundraising team to ensure grant and contract funding is effectively managed and reported.
• Ensure long-term financial sustainability through effective resource allocation and cost efficiency.
• Support the development of business models, funding strategies, and income diversification.

Safeguarding & Risk Management - Designated Safeguarding Lead (DSL)

• As the Designated Safeguarding Lead (a role delegated by the Chief Executive), ensure robust safeguarding policies, procedures, and practices are in place.
• Provide training and guidance to staff on safeguarding responsibilities and best practices.
• Oversee the Deputy Safeguarding Leads, acting as the main point of contact for safeguarding concerns from them, ensuring they are appropriately reported and addressed.
• Embed a strong safeguarding culture, ensuring that all programmes and services prioritise the safety and wellbeing of beneficiaries.

Human Resources, People Management & Wellbeing

• Lead the HR function, ensuring best practices in recruitment, retention, staff development, and performance management.
• Champion diversity, equity, and inclusion (DEI), embedding a culture of fairness and opportunity for all.
• Develop and implement HR policies and procedures, ensuring compliance with employment law and best practice.
• Promote staff wellbeing, fostering a positive and supportive working environment.
• Line manage operational staff, providing leadership, mentoring, and professional development opportunities.

IT Infrastructure, Systems & Data Management

• Oversee the organisation’s IT strategy, ensuring systems and processes are secure, efficient, and fit for purpose.
• Lead on the implementation and management of Salesforce (or another complex CRM system), ensuring data integrity and effective reporting.
• Ensure cybersecurity, data protection, and GDPR compliance, embedding best practices across the organisation.
• Identify and implement digital solutions to enhance operational effectiveness.

Governance, Risk & Compliance

• Ensure compliance with legal, regulatory, and ethical standards, including charity governance, employment law, and safeguarding.
• Work closely with the Board of Trustees, providing reports and operational insights to support decision-making.
• Develop and maintain an effective risk management framework, ensuring risks are identified, assessed, and mitigated.
• Oversee all policy development, ensuring policies are up to date, legally compliant, and well-embedded across the organisation.

Facilities & Office Management

• Oversee the management of charity premises, assets, and office operations.
• Ensure facilities are safe, secure, and compliant with health and safety regulations.
• Lead on business continuity planning and disaster recovery strategies.

Person Specification

Essential Experience & Skills

• Proven experience in a senior operational leadership role, ideally within the charity or non-profit sector.
• Strong understanding of programme management, financial oversight, HR, IT, and governance.
• Demonstrable experience of managing budgets using complex Excel spreadsheets.
• Experience with Salesforce or another complex CRM system, including implementation, reporting, and data management.
• Demonstrable experience in people management, of multi-level and departmental teams, with the ability to lead, mentor, and develop high-performing teams.
• Strong knowledge of safeguarding best practices, with experience as a Designated Safeguarding Lead
• Strong policy development and implementation skills, ensuring compliance and operational efficiency.
• Experience in culture and wellbeing initiatives, fostering a positive workplace environment.
• Experience working with Boards of Trustees and governance structures.
• Excellent risk management, problem-solving, and decision-making skills.
• Strong stakeholder engagement skills, with proven experience of building relationships with funders, partners, and regulatory bodies.

Desirable Experience & Skills

• Experience in charity fundraising operations.
• Knowledge of GDPR, data protection, and cybersecurity best practices.
• Understanding of health and safety, facilities management.

Personal Attributes

• A strategic thinker who can balance day-to-day operations with long-term vision.
• A collaborative leader who values teamwork and inclusivity.
• A proactive problem solver, able to manage multiple priorities in a dynamic environment.
• A strong commitment to the values and mission of the Katherine Low Settlement.

Further Information 

·Katherine Low Settlement is committed to Diversity, Equity and Inclusion 

·All offers to work at Katherine Low Settlement are subject to satisfactory references, which is standard KLS policy applicable to all roles. KLS also ask for an enhanced DBS (formerly known as CRB) check 

·You will adhere to matters of confidentiality concerning this role and the KLS team

The above job description reflects the position at the time of writing; it is not intended to be a task list but indicates the general level of work involved. It is expected that duties will be reviewed and revised as required.

The Head of Finance will primarily have responsibility for planning, implementing, managing and controlling all financial-related activities. You will have direct responsibility for the finance function. 

The role will also be responsible for partner relationships with external accountants and auditors.

The successful candidate will be joining Eikon at an exciting time as the organisation builds innovative ways to deliver services to young people, including strengthening the evidence to influence increased strategic investment in preventative and early support for children, young people and the adults around them. You’ll be a crucial part of the leadership team, contributing to the vision and strategy of the whole organisation, and ensuring the organisation is in control of its current and future financial position and strategy to achieve Eikon’s vision.

To succeed in this role, you will need to manage competing priorities and build effective relationships with senior level colleagues and teams, the Finance Trustee and the Board of Trustees.

You will ensure systems, internal controls and financial management are in place to meet Eikon’s financial, contractual, statutory and legal responsibilities.

Responsibilities

Day to day financial management of the organisation, including:

· Ensuring the delivery of monthly management accounts

· Building and maintaining the systems for setting and managing annual financial organisational plans, budgets and quarterly forecasts

· Proactively manage the income and expenditure of the charity advising the management team on income shortfalls and overspends on expenditure relating to unrestricted and restricted funding

· Oversee and manage the charity’s finance operations including expenses, invoicing, payments and cash management

· Developing greater financial literacy across the organisation by building and maintaining accessible and clear systems and processes, and providing advice to budget holders

· Reporting to the Eikon Leadership and Management Teams, Audit and Finance Committee and the Board of Trustees

· Support and review of funding applications, commercial arrangements and contractual performance

Leadership Across The Charity

· Contribute to Eikon’s overall vision and strategy through membership of the Senior Leadership Team

· Contribute to monitoring the performance of the charity against its key objectives and to any corrective action that is needed

· Working with the CEO, Senior Leadership Team, the Finance Trustee, develop and implement the financial strategies that enable the successful delivery of the organisational vision and strategy

· Provide insightful financial analysis to inform key decision-making on growth opportunities, ensuring a balance between risk management and sustainable organisational expansion

· Develop appropriate process and systems improvements across the organisation that enable performance enhancements of the finance function

Maintain effective internal accounts and leading on statutory reporting and annual audit, including:

· Ensuring financial procedures and delegated authorities are fit for purpose, adhered to and up to date

· Ensure compliance with applicable legislation and regulatory guidance for financial and tax reporting

· Ensure compliance of all statutory requirements and accounting in accordance with the Statement of Recommended Practice (SORP) and the Companies Act

· Lead on the preparation of the Annual Statutory Financial Statements, liaise with auditors and ensure accounts are filed on time with the Charity Commission and Companies House

Sheila Coates Foundation is a registered charity that provides funds for secondary schools or colleges in England in order to support autistic students.

Our current Business Manager is retiring. We are therefore seeking a new Business Manager to join our small team of professionals. With strong knowledge and skills, the Business Manager will ensure that the charity is well administered and meets its governance, financial and employment responsibilities. The successful candidate will work collaboratively with Trustees and staff to ensure that our funds make the biggest difference to autistic students.

The role of the Business Manager is to work closely with the Chief Executive, Chair, and the Board of Trustees to ensure the charity is effectively managed and meets its governance, financial, and employment obligations. The Business Manager will also support the charity's development, helping to implement its aims and objectives, ensuring that its projects align with its brand and values, and contributing to areas like grant giving when necessary.

The Business Manager will be accountable to the Board of Trustees and directly report to the Chief Executive and Chair of Trustees. Key responsibilities include overseeing the charity's finances, providing financial updates to the Board, ensuring the charity operates in line with legal and regulatory requirements, and managing policies and systems that ensure the charity functions smoothly.

The Business Manager will oversee financial tasks such as budget management, payroll, year-end statements, liaising with auditors and accountants, and ensuring compliance with relevant financial laws. In terms of management, the Business Manager will support the Board and Chief Executive in their operational and strategic work, manage external service providers like IT and HR services, and maintain strong relationships with partners and stakeholders.

The role also involves planning and organizing resources to support the charity's development, enhancing its reputation, and staying updated on relevant laws, particularly in finance, charity governance, and employment law.

Sheila Coates Foundation is committed to providing services that embrace diversity and promote equality of opportunity. Everyone who benefits from our services or works for us in a paid or voluntary capacity should be safe, empowered to play a part in promoting their own welfare and that of others and able to live a life free from abuse. This applies to all, regardless of age, gender, ethnicity, disability, sexuality or belief.

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

The Chief Executive has overall responsibility for the management, strategic direction, and visionary leadership of the Immigration Law Practitioners’ Association (ILPA). They will drive organisational sustainability and impact by:

• Setting, with the Committee of Trustees, the overall direction of ILPA and developing both all-encompassing and project aligned strategies and outcomes.
• Managing ILPA’s day to day operations.
• Managing human resource matters, including reporting lines and working with staff to ensure the effective running of the Secretariat.
• Ensuring the financial viability of ILPA.
• Ensuring that ILPA is accountable to its members and that they are engaged in its work.
• Supporting the Board of Trustees, so that they can both fulfil their responsibilities and support ILPA meaningfully.

The post holder will lead Refugee Support Devon (RSD) in achieving its mission and strategic goals. This person will act as RSD’s primary ambassador, advocate, and spokesperson, fostering strong relationships with stakeholders, funders, and the wider community. They will provide strategic leadership, operational management and financial oversight of RSD, working closely with staff and the Trustee Board to manage and progress the organisation.

The Stained Glass Museum is a vibrant and unique independent accredited museum and registered charity (no. 1169842). The museum operates a permanent public exhibition in a gallery on an upper level of Ely Cathedral which is visited by around 25,000 people per year. It also organises a programme of events, workshops and activities for all ages which further its mission to share with everyone the cultural and artistic importance of stained glass.

The Finance Officer is responsible for maintaining The Stained Glass Museum’s financial accounts. We are seeking a highly motivated individual with strong management skills and a solid understanding of financial administration, especially within the charity sector. A working knowledge of management accounts and accounting software is essential.

In this role you will play a key role in the success of the museum. You will work closely with a small team of museum staff and volunteers, including your line manager the museum Director and Trustee Treasurer, and report periodically to the Board of Trustees.

This is a part-time post with flexible working hours (averaging 5 hours per week / 21.5 hours per month) and is suitable for remote or hybrid working.

Are you looking for a role where your skills and passion can truly make an impact? This is an exciting time to join our friendly, busy, and supportive team as we implement our 10-year Mission Plan, shaping the future of our Diocese and the communities we serve.

Covering Hampshire, Berkshire, South Oxford, and the Channel Islands, our Diocese is home to 87 parishes and 50 schools, serving over 27,000 practising Catholics and supporting 32,000 children and their families. Our work is both challenging and deeply rewarding, offering the opportunity to be part of something truly meaningful.

We are seeking a Director of Finance to lead financial strategy to ensure long-term resilience, manage the finance team, deliver a high standard of financial governance, and provide effective support for our parishes. This role reports to the Chief Operating Officer.

As a key member of the Senior Leadership Team, you will provide expert financial guidance to the Bishop, Trustees, and diocesan leaders. You will oversee financial governance, treasury and investment management, risk assessment, and IT strategy, ensuring financial prudence while supporting the mission of the Church.

We are looking for a qualified accountant (ACA, ACCA, CIMA) with experience in complex organisations and, ideally, knowledge of the charity or not for profit sector. The successful candidate will have well-developed interpersonal skills, a track record of excellent attention to detail, and the ability to explain complex financial matters to non-finance audiences. A commitment to teamwork and supporting parishes is essential.

An understanding of Catholic Church teachings and values is crucial, as you will play a key role in aligning financial decisions with pastoral priorities.

If you are inspired by the idea of working in a values-driven environment where your efforts will have a lasting impact, we would love to hear from you.

Come and be part of our mission!

Job Purpose

The Director of Finance is a key member of the Senior Leadership Team, responsible for strategic financial leadership and ensuring the financial sustainability of the Diocese. This role encompasses treasury management, investment strategy, risk management, IT oversight, and long-term financial planning. It also involves leading and developing a resilient and professional finance team.

The Director of Finance must balance financial prudence with pastoral priorities, fostering trust with clergy, lay leaders, and stakeholders while driving financial and operational efficiencies.

Key Stakeholders

Internal:

• Bishop
• Chief Operating Officer (COO)
• Diocesan Trustees and Committees (Finance, Audit & Risk Committee and Investment  Committee)
• Senior Leadership Team (SLT)
• Vicariate Leaders
• Parish Priests, Employees & Finance Committees
• Diocesan Finance Team

External:

• Parishioners & Donors
• Investment Advisors & Fund Managers
• Banks & Financial Institutions
• External Auditors
• Regulatory Bodies (UK Charity Commission, Guernsey Registry, Jersey Charity Commission, HMRC)
• Diocesan Schools Office & School/Academy Leaders
• Legal Advisors
• Suppliers & Contractors

Key Responsibilities

Strategic Financial Leadership

• Develop and implement a financial strategy aligned with the Diocese’s mission and long-term objectives.
• Provide financial analysis, forecasting, and risk management to support strategic decision-making.
• Ensure compliance with Canon Law, UK financial regulations, and charity law across all jurisdictions.
• Advise the Bishop, COO, Trustees, and key leaders on all aspects of financial management.
• Attend senior board and committee meetings presenting clear and insightful financial reports.

Treasury & Investment Management

• Oversee treasury operations, ensuring effective cash flow management and financial sustainability.
• Lead on investment strategy, working with the Investment Committee and external advisors to maximise ethical and responsible investment returns.
• Regularly review Restricted and Designated Funds to ensure compliance with Diocesan policies and procedures for such funds.

Leadership of the Finance Team

• Provide strong leadership, fostering a culture of excellence, accountability, and continuous improvement.
• Develop and mentor finance staff, ensuring they have the skills and support needed to succeed.
• Ensure the efficient operation of financial systems, budgeting, reporting, and internal controls.
• Promote collaboration across diocesan departments, ensuring effective financial stewardship at all levels.

Financial Oversight, Risk Management & Investigations

• Oversee fraud risk management, implementing robust controls to identify, prevent, and address financial irregularities, particularly in parish accounts.
• Develop and maintain a Financial Risk Register, identifying and mitigating key risks across the Diocese, including fraud, liquidity, compliance, and operational risks.
• Regularly review and update the Risk Register, ensuring risks are assessed, mitigated, and reported to senior leadership and trustees.
• Establish and implement risk management strategies, embedding a culture of financial accountability across the Diocese.
• Provide audit support and financial guidance to parishes, ensuring adherence to best practices and regulatory requirements.
• Lead the development of annual budgets, ensuring alignment with diocesan strategy and long-term financial sustainability.
• Develop and maintain long-term financial forecasts, assessing future income, expenditure, and funding requirements.
• Lead and manage complex financial investigations, ensuring transparency, accuracy, and compliance.

Financial Planning & Parish Support

• Provide strategic financial support to parishes, schools, and diocesan agencies, helping them develop long-term sustainability plans.
• Offer guidance on budgeting, financial controls, and fundraising strategies.
• Develop and implement financial training for clergy and parish finance teams to improve financial literacy and compliance.
• Operational & IT Leadership
• Lead the IT strategy, ensuring digital transformation aligns with financial and operational objectives.
• Work with IT providers to ensure cybersecurity, data protection, and technology governance.
• Embed and oversee financial systems and processes, driving efficiency through modern financial software and automation.

 Payroll

• Lead the payroll function working closely with the HR manager to deliver a reliable and accurate service for employees. This will include the effective use of the designated payroll IT system.

Governance, Reporting & Compliance

• Ensure full compliance with accounting standards, charity law, and internal policies across all jurisdictions.
• Delivery of the Financial Annual Report and Accounts to agreed timescales.
• Develop and update key policies and procedures to ensure financial governance and accountability.
• Work closely with Trustees, external auditors, and regulatory bodies to maintain transparency and good governance.
• Implement robust internal financial controls to safeguard diocesan assets and mitigate risks.
• Develop a standard suite of financial reports to enable informed strategic and operational decision-making for the Board of Trustees and senior leaders.
• Timely production of monthly management accounts and cashflow analysis

Leadership & Stakeholder Engagement

• Act as a trusted advisor to the Bishop, clergy, Trustees, and Senior Leadership Team.
• Communicate complex financial information clearly and persuasively to both finance professionals and non-experts.
• Build strong relationships with internal and external stakeholders, ensuring financial decisions support the Diocese’s mission.

Other Duties

• Undertake any other reasonable duties required by line manager.

Director of Finance - Person Specification

Competence, Expertise and Knowledge:

Essential

• Degree-level education (or equivalent professional qualification/experience).
• A qualified accountant (ACA, ACCA, CIMA, or equivalent).
• Extensive financial leadership experience, ideally within charities, faith-based organisations, or complex institutions.
• Proven expertise in treasury and investment management, with experience in ethical investment strategies.
• Strong IT acumen, with experience in financial systems, digital transformation, and IT governance.
• Excellent leadership and people management skills, with experience leading and developing high-performing teams.
• Strong interpersonal and communication skills, with the ability to engage clergy, Trustees, and external stakeholders effectively.
• Confident public speaking and presentation skills, with the ability to deliver complex financial information in an engaging and accessible manner.
• Exceptional written communication skills, with the ability to produce high-quality financial reports and strategic documents.
• Knowledge of and commitment to the teachings, values, and mission of the Catholic Church.
• Strategic thinker, with the ability to balance financial discipline with pastoral priorities.
• A full, clean UK driving licence, with the ability to travel across the Diocese, including the Channel Islands.

Desirable

• Knowledge of Canon Law, charity governance, and ecclesiastical structures.
• Experience working in a faith-based or mission-driven organisation.

Additional information

This role will be working 37.5 hours per week, offering a competitive salary of £80,000 - £85,000 per annum.

Based at St. Edmund House, Bishop Crispian Way, Portsmouth, PO1 3QA, with regular travel across the Diocese to parishes and diocesan meetings, including the Channel Islands which may require overnight stays. Please note, for this role a full driving licence and access to a vehicle will be required.

Employee Benefits include:

25 days holiday plus bank holidays.

Life Assurance and Employee Wellbeing.

Contributory pension scheme with Scottish Widows.

Free Parking is available onsite.

How to Apply

Please send a comprehensive and up to date Curriculum Vitae with a covering letter setting out your suitability for the role and motivation in applying (no more than 2 sides A4).

The Diocese of Portsmouth is an equal opportunities employer and welcomes applications from all who support the ethos and values of the Catholic Church.

The closing date for applications is Thursday 24th April 2025, at 5.00pm.

Interview Details

First stage interviews via Teams will take place on Tuesday 6th May 2025 and second stage in person interviews will take place on Thursday 15th May 2025.​

Appointment

Any offer of employment to work at the Catholic Diocese of Portsmouth is conditional upon receipt of two satisfactory employment references, provision of relevant certification of qualifications held, and completion of pre-employment checks.

You must have a valid UK Right to Work, as the Catholic Diocese of Portsmouth does not offer UK Visa Sponsorship.

This position is subject to the completion of an initial probationary period of six months.

Exciting Leadership Opportunity: Part-Time Director (Flexible Hours)

Location: Remote with occasional travel

Hours: Up to 30 hours per week (flexible working options available)

Salary: £39,000 - £42,000 FTE (calculated at 37.5 hours/week)

PMRGCAuk is a small national charity dedicated to supporting people affected by polymyalgia rheumatica (PMR) and giant cell arteritis (GCA). We have a big impact, supporting patients with the help of a proactive team of volunteers and working closely with leading rheumatologists and researchers to improve diagnosis and treatment of these conditions. As we continue to grow, we are looking for a passionate and dynamic Director to lead our organisation, working closely with our dedicated board, staff, and volunteers to drive growth, sustainability, and impact.

This is a key role to help shape the future of a health charity providing vital support to patients with two conditions that typically affect older people.

Why This Role?

• Leadership Opportunity: This is an excellent chance for someone looking to step up into a strategic leadership role within the charity sector.
• Make a Difference: Your work will have a direct impact on improving the lives of those living with PMR and GCA.
• Great (virtual) working environment: The opportunity to collaborate with a friendly team of staff, invested and enthusiastic trustees, and volunteers with a wide range of knowledge and experience.

Key Responsibilities:

• Lead the day-to-day operations of the charity, ensuring its continued growth and success.
• Manage and support two members of staff and a network of volunteers across the UK.
• Work with the Board of Trustees to drive sustainable fundraising efforts and grow our membership
• Oversee financial management in collaboration with the Treasurer.
• Support governance responsibilities and strategic planning for the charity’s future.
• Build relationships with external stakeholders to enhance awareness, support, and research efforts.

Who We're Looking For:

• A proactive self-starter with experience of managing people.
• Someone with knowledge of the UK voluntary sector and a passion for improving health outcomes.
• A strong communicator with excellent writing, project management, and financial skills.
• Someone with experience in (digital) fundraising, grant and trust applications.
• Someone who is confident with IT. The systems we use include Microsoft applications, G Suite, Wordpress, Dropbox, Zoom, Canva, Vimeo, You Tube and Salesforce (though we are embarking on a project to migrate to a new CRM).

This is a fantastic opportunity for a driven individual to step into a leadership position and help shape the future of a growing charity.

Potential applicants are sometimes put off if they don’t meet 100% of the requirements. We think individual experience, skills and passion make all the difference, so if you meet the majority of the criteria, we’d love to hear from you.

Join us in making a real difference!