Reports to:
Chief Executive Officer (day-to-day oversight)
Charity Treasurer (financial governance)

Role Purpose

To support the effective financial administration of The Parish Trust by maintaining accurate financial records, processing transactions, and ensuring that the charity’s financial systems are up to date, compliant, and able to support decision-making.

This role sits alongside the Administrator as a key operational function within the organisation, with responsibility for the day-to-day financial administration of the charity.

Key Responsibilities

Financial Administration

• Record all financial transactions accurately using the charity’s accounting software (ExpensePlus)
• Manage accounts payable and receivable
• Process invoices, payments, and income in a timely manner
• Maintain accurate and up-to-date financial ledgers
• Reconcile bank accounts and financial records
• Record cash receipts and support banking processes
• Maintain petty cash records where required

Operational Support

• Process purchase orders in line with organisational procedures
• Support staff with expense submissions and reimbursements
• Assist with tracking and processing regular payments and subscriptions
• Maintain organised financial records and documentation

Financial Oversight and Reporting

• Provide up-to-date financial information to the Chief Executive Officer and Treasurer as required
• Preparation of financial reports for Trustee meetings
• Monitoring income and expenditure against budget

Compliance and External Liaison

• Prepare financial information required for auditors and annual accounts
• Liaise with payroll providers, auditors, and relevant external bodies as needed
• Support financial reporting requirements for grants and funding

General Duties

• Provide general administrative support relating to finance
• Undertake additional bookkeeping and financial tasks as required

Measures of Success

Financial Systems

• Financial records are accurate, up to date, and well maintained
• Information can be produced quickly and reliably when required

Payments and Income

• Payments are processed promptly and correctly
• Income is recorded and tracked effectively
• Supplier relationships are maintained well

Support to the Organisation

• Staff are supported with clear and efficient financial processes
• Leadership has clear visibility of the charity’s financial position

Compliance and Reporting

• Financial information is ready for reporting and audit requirements
• Deadlines for financial processes and submissions are met

Person Specification

Essential

• Sympathetic to the vision and ethos of The Parish Trust
• A recognised bookkeeping or accounting qualification (AAT Level 3 or above, or equivalent)
• Strong numerical and organisational skills
• High level of accuracy and attention to detail
• Ability to handle sensitive information with discretion and confidentiality
• Ability to work independently and manage workload effectively
• Confident using Google Workspace and Microsoft Office, particularly Excel
• Proactive and able to take initiative
• Willingness to learn new and bespoke systems to the charitable sector

Desirable

• Previous experience in a finance, bookkeeping, or administrative role
• Experience working or volunteering within a charity
• Familiarity with accounting software (e.g. ExpensePlus or similar systems)
• Knowledge of financial processes within a small organisation

Key Relationships

Internal:
Chief Executive Officer, Treasurer, Trustees, Staff Team

External:
Payroll providers, Auditors, Funders, Charity Commission

About the Role

This is a key operational role within The Parish Trust, ensuring that the charity’s finances are well managed, accurate, and transparent. It will suit someone who is organised, dependable, and takes pride in maintaining high standards.

The role offers flexibility in working hours, with the opportunity for additional hours during busier periods, and would suit someone looking for a part-time position with responsibility and purpose, contributing to the ongoing impact of the charity within the community.

We encourage early applications, as we may close the role once a suitable candidate is found.

Salary: £45,864 p/a pro rata based on 40 hour working week.

Contract Type: Part Time, 2 days per week (16 hours) fixed term of 1 year with the offer of permanency after 12 months subject to satisfactory appraisal.

Reporting to: Chief Executive

Key Working Relationships: Finance Officer, Chief Executive, Board of Trustees, Fundraising Consultants

Job Purpose:
The Parish Trust is seeking an experienced and dynamic Fundraising Manager to lead our fundraising efforts. The successful candidate will be responsible for securing income through grant applications, trust funds, individual donors, corporate partnerships, and other fundraising streams. This role is crucial to ensuring the financial sustainability and growth of our organisation. It will suit someone who is passionate about the third sector and in particular the mission and ethos of The Parish Trust.

Key Responsibilities:

Grant Applications and Trust Funds

• Research and identify suitable grant and trust funding opportunities.
• Write and submit compelling grant applications and funding proposals.
• Manage the grant application process from start to finish, ensuring compliance with funder requirements.

Income Generation

• Develop and implement strategies to diversify income streams.
• Cultivate and maintain relationships with individual donors, corporate partners, and other stakeholders.
• Organise fundraising events and campaigns to engage new and existing supporters.

Relationship Management

• Build and maintain strong working relationships with the Finance Officer, Chief Executive, Board of Trustees, and Fundraising Consultants.
• Collaborate with internal and external stakeholders to maximise fundraising opportunities.

Financial Management and Reporting

• Develop and manage the fundraising budget.
• Monitor and report on fundraising performance against targets.
• Ensure accurate and timely reporting to funders and stakeholders.

Strategic Planning

• Contribute to the development and implementation of the organisation’s fundraising strategy.
• Stay informed about fundraising trends and best practices.

Person Specification:

Qualifications:

• A relevant degree or equivalent professional experience.
• Membership of a professional body such as the Institute of Fundraising (desirable).

Experience:

• Proven experience in successful grant writing and securing funds from trusts and foundations.
• Demonstrable experience in generating income from various streams including individual donors, corporates, and community fundraising.
• Experience in developing and implementing fundraising strategies.
• Experience in budget management and financial reporting.

Skills and Abilities:

• Excellent written and verbal communication skills, with the ability to craft compelling proposals and reports.
• Strong interpersonal skills with the ability to build and maintain relationships with a wide range of stakeholders.
• Highly organised with the ability to manage multiple projects and meet deadlines.
• Strategic thinker with the ability to develop innovative fundraising approaches.
• Proficiency in using fundraising databases and software.

Personal Attributes:

• Enthusiastic and self-motivated, with a passion for the mission of The Parish Trust.
• Ability to work independently as well as part of a team.
• Integrity and a commitment to ethical fundraising practices.
• Flexibility and adaptability to respond to changing priorities.

Note:
This job description is intended to outline the main duties and responsibilities of the role and is not an exhaustive list. The post holder may be required to undertake other duties that are commensurate with the role and within their capabilities.