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Benevolent Fund Manager

Benevolent Fund Manager

  • Location:

    London, England

  • Sector:

    Legacy Support

  • Contract type:


  • Salary:

    £35000 - £40000 per annum

  • Contact:

    Gayleen Fada

  • Contact email:

  • Salary high:


  • Salary low:


  • Job ref:


  • Published:

    9 months ago

  • Expiry date:


  • Start date:

    March 2021

  • Client:


I want to make you aware of a new opportunity we are currently recruiting to, you may be interested in it or perhaps know a friend or colleague who will be, the role will involve managing the Institute's Benevolent Fund including developing and promoting the Fund's activities and to provide first point of contact for support, processing financial applications and referral to support services as required. This role is a standalone role and is entirely funded by donations from members, the role is to start in March 2021 and it will be a remote role until offices are open, once they are open the role will be office based on a flexible week and flexible location, either London or Bracknell.

  • Cause: Membership Society
  • Role: Benevolent Fund Manager
  • Location: Remote but when offices are open flexible working based in London or Bracknell
  • Employment Type: Permanent
  • Start Date: March 2021
  • Salary/rate: £35,000 - £40,000 per annum
  • Working hours: 35 Hours per week
  • CLOSING DATE: January 2021

Main Responsibilities

  • Respond to all Benevolent Fund queries on a timely basis by email, phone and letter providing support where possible, signposting and arranging referral to external, expert support services
  • Manage and administer applications for financial support within the agreed Benevolent Fund processes, ensuring these are processed sensitively and accurate records are kept
  • Where allowed within the Fund rules, make and communicate decisions on applications; or refer applications to the Trustees for decision within agreed timescales
  • Manage all the administrative functions of the Fund, including management of confidential casework on the secure Server and gift aid administration
  • Act as the key contact point and resource for the Benevolent Fund Board of Trustees, providing a full administrative and advisory role and ensuring Trustees are kept up to date on responsibilities and activity
  • Act as Company Secretary to the Benevolent Fund Board, arranging all meetings and producing reports, papers and minutes
  • Maintain compliance with all legal and statutory requirements
  • Ensure the advice and information made available to beneficiaries is at all times current and legislatively accurate
  • Maintain accurate information on the Benevolent Fund website and other literature and undertake training as appropriate
  • Produce regular reports, statistics and analysis regarding the work of the Fund and identify trends and developments that might affect the support service to members
  • Offer recommendations for advancement and improvement of the Fund and its services as appropriate
  • Review and update Benevolent Fund management accounts on a monthly basis and conduct quarterly forecasting and annual budget activities, in collaboration with the Finance Team
  • Support the timely preparation of final accounts, the annual report and input to the annual audit in collaboration with the Finance Team
  • Pro-actively drive the financial sustainability of the Fund by maintaining and developing fundraising ideas and initiatives
  • Promote the Fund, its services and fundraising activities to members on a global scale, working collaboratively with colleagues across the Organisation, particularly those in regional hubs
  • Maintain excellent relationships with other Charities, statutory bodies and key stakeholders and suppliers, working effectively with them in relation to casework enquiries

Skills and Experience

  • Demonstrable experience within a charity or not for profit organisation, with experience of fundraising, promoting services and/or providing advice
  • Able to demonstrate the ability to deliver positive change and drive an organisation or activity forward
  • Strong interpersonal skills, with the ability to deal with challenging calls and emails effectively and empathetically
  • Effective communicator and listener, with the ability to build strong relationships at all levels, with customers, colleagues and external stakeholders/suppliers
  • Experienced in leading and motivating Trustees, volunteers and members to deliver required operational outcomes
  • Strong public speaker with the ability to effectively promote products or services and generate interest and donations
  • Experience in administering and running effective meetings and producing clear and concise reports and minutes
  • Experienced in a variety of process and compliance-driven administrative systems
  • Excellent organisational skills and the ability to independently manage and prioritise a busy and varied workload
  • Demonstrable Company or Charity secretarial skills in matters relating to administration and compliance to facilitate the effective administration of the Fund
  • Strong budget and financial management skills, in the context of a charity and fundraising/donation environment
  • Excellent IT skills, with knowledge of core Microsoft products including CRM, and the ability to effectively manipulate and analyse data, and translate this into business outcomes

If you are interested in applying, please submit your CV.

If you know someone who is interested in this role please ask them to contact me directly. Please make sure they mention your referral, as we reward recommendations with if we find them a permanent job.

We look forward to hearing from you