worldheartbeat.org

Application Pack Senior Finance Officer

As Senior Finance Officer, you will play a vital role at World Heart Beat, ensuring the effective day-to-day management of finances, financial administration, and bookkeeping, as well as informing future business planning. You will work with key personnel across the team, providing guidance and leadership in relation to budget management and financial information to support funding applications and stewardship. You will also provide excellent reporting to support the Executive and Board.

It is an exciting time for the charity, following the opening of World Heart Beat Embassy Gardens in 2023, our second site for music teaching, which includes a café, concert hall and recording studio. The operation of two sites has increased our activities and overheads, making the Senior Finance Officer role even more crucial. We have also established a CIC through which new earned income streams are channelled. The Senior Finance Officer will have the opportunity to develop and shape financial processes and contribute to forward planning.

The Role

World Heart Beat is a registered music charity. Its programmes enrich the lives of children and young people, and its communities. We place social justice

at our heart, providing equality of access through the removal of financial barriers to all, and giving a voice

to those who are underrepresented.

About Us

Join our small, dedicated team that lives and breathes music! At World Heart Beat, we are passionate about empowering young people through music education, performance, and opportunities that change lives. We are a warm, welcoming, and dynamic organisation that thrives on collaboration, creativity, and community. With us, you’ll be more than just a Senior Finance Officer—you’ll be part of an organisation that brings music and joy to young people and beyond. Plus, we offer great perks like free concert tickets, generous discounts in our café, and a fantastic team that values both hard work and fun. If you love numbers as much as we love music, we’d love to hear from you!

Why Work With Us?

Role Description Financial Planning

Lead on the annual budget preparation process, including creating regular reports for the Board of Trustees, senior management team, and project managers. Contribute financial information required for funding applications as needed by the Fundraising team. Maintain and regularly update cash flow forecasts.

Financial Management & Bookkeeping Prepare regular management accounts and associated reports for budget holders, senior management, and the Board of Trustees, providing analysis to inform decision-making and organisational planning. Maintain oversight of finance systems, processes, and procedures, ensuring they are fit for purpose. Oversee, manage and assist with bookkeeping tasks, ensuring accurate and timely financial record-keeping, including:

Purchase/sales ledger management Batch/individual payments Bank reconciliations Petty cash management Credit card management International payments Processing invoices and receipts Maintaining financial records in accounting software (Xero preferred)

Role Description

Financial Management & Bookkeeping (continued) Ensure payments are made in a timely and controlled manner. Ensure that student payments are diligently followed up on and accurately accounted for, maintaining clear records and addressing any outstanding balances in a timely manner. Manage monthly payroll submissions, working with World Heart Beat’s accountants, and reviewing reports to ensure payroll accuracy. Support bookkeeper with various tasks as and when needed including payroll Respond to queries related to pension and payroll matters. Ensure HMRC reporting and payments are carried out on time, including Income Tax/NICs and Foreign Entertainer withholding tax. Oversee Gift Aid claims and submission Prepare monthly VAT submissions, coordinating with World Heart Beat’s accountants. Provide financial information for funder reports as required, including Arts Council England (ACE) NPO reporting.

Role Description Financial Accounting

Ensure compliance with financial policies, governance, legislation, and data regulations. Manage relationships with external accountants, ensuring timely preparation of annual accounts for both the charity and its commercial subsidiary. Work closely with the bookkeeper to ensure robust and effective financial data capture. Maintain and report on restricted and unrestricted funds, ensuring compliance. Record and manage Fixed Assets registers and depreciation schedules. Reconcile monthly financial processes, including commercial activities, ticket sales, café transactions, performance settlements, and intercompany transactions.

Business Administration Oversee key business contracts, including pre-paid credit cards (Equals) and batch payment systems (Telleroo). Ensure all operational finance tasks are completed accurately and on time. Ensure financial compliance across the organisation. Undertake other duties or specific projects as required.

Person Specification Skills and Experience

Qualified by experience (essential), minimum three years. Previous experience working in a small finance team. Demonstrable experience in bookkeeping, financial planning, budget management, and reporting at a senior level. Ability to interpret and communicate financial information effectively to non-financial staff. Knowledge of charity finance regulations, including SORP and relevant compliance frameworks. Proficiency in accounting software (Xero preferred) and Microsoft Office, particularly Excel. Strong attention to detail and commitment to professional standards. Organised, methodical, and able to meet deadlines. Strong interpersonal skills with the ability to maintain positive working relationships. Willingness to adapt in a fast-paced environment.

Personal Attributes Positive and forward-thinking. Ability to work independently and take initiative. Highly organised and detail oriented. Passionate about music and/or the arts and their impact on society. A strong team player and active contributor.

HEALTH AND SAFETY All employees must undergo a DBS check and adhere to WHB’s Health and Safety policies. Safeguarding children and young people is a core responsibility, and all staff must comply with WHB’s Child Protection Policy.

TERMS & CONDITIONS World Heart Beat is committed to fostering a diverse, inclusive, and supportive workplace. We welcome applications from all backgrounds and ensure equal opportunities regardless of race, religion, gender, age, or disability status. Flexible working arrangements are supported where possible.

Further Role Details

Role: Senior Finance Officer Reporting to: James Gero, CEO Company: World Heart Beat Music Academy/CIC Line Manager For: Bookkeeper (Freelance) Contract/ Hours: 0.8 FTE, equivalent to 32 hours per week (with 1 hour for lunch included) Salary: £35,000 - £37,000 per annum, pro rata, dependent on experience. Benefits: Contributory pension scheme, discounts at our café, free concert tickets Location: Office based, WHB at Embassy Gardens, Ponton Road, SW11 7BD (adjacent to the US Embassy) Holiday: 28 days including public and bank holidays (Pro Rata)

Please provide a copy of your current CV together with a covering letter explaining why you are interested in the position and how your skills and experience aligns with the person specification.

Please include the names of two referees, one of which must be your most recent employer. References won’t be taken up without your consent.

Your letter, CV and EO monitoring form should be emailed to General Manager, at: recruitment@worldheartbeat.org

Application Deadline: By 9am, Monday 19th May 2025.

Interviews: Will be undertaken shortly thereafter.

Application Process

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Head of Advice Salary: £42,230 per annum pro rata Hours: 3 days (24 hours/week – can be worked flexibly) Annual Leave: 5 Weeks + statutory holidays (pro rata) Responsible to: Director / Deputy Director Responsible for: Advice Manager Location: Hybrid/Stonebridge, London Borough of Brent Contract: Permanent

About Sufra NW London Sufra is a charity in North West London that prevents hunger, fights poverty and builds community. With the help of our volunteers and partners, we coordinate a network of food banks, kitchens, a community shop and café. These act as a gateway for guests to access more holistic support – including welfare advice, asylum support and our award-winning community garden. We aim to work with our guests to find solutions to their challenges together, whilst campaigning against the causes of hunger and poverty. Food Bank: Our Food Bank provides emergency supplies of essential food and toiletries to individuals and families experiencing acute crisis. Our parcels are typically made up of a mixture of non-perishable and perishable items. The size of our food parcels vary depending on the size of the household, and they typically last 5 to 7 days. To receive a parcel, you need to be referred by one of our 160 Referral Agencies.

Community Kitchen: Our Community Kitchen services are open all year round, serving hundreds of meals every week to hungry guests – including the homeless, families experiencing food poverty and people who are socially isolated and lonely.

The Kitchen runs from our partner venues at Bridge Park Leisure Centre (Monday and Tuesday evenings), Ark Elvin Academy (Wednesday evenings), Laurence’s Larder (lunchtime on

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Thursdays) and Granville Community Kitchen (every Friday evening). Last year we served over 18,500 hot meals in Brent. Welfare Advice Service: Our Advice Team enable people address the underlying problems that led them to our Food Bank – such as benefit disruptions, housing problems and other financial difficulties. The support we provide is ongoing and tailored to the needs of the individual – no matter how long it takes. Last year we support 816 people with our advice support.

Refugee Support: Our Open ARMs (asylum seekers, refugee and migrants) programme supports newly arrived refugees and asylum seekers access the housing, healthcare, training and jobs they need to build a new life in the community. We offer cultural trips, access to ESOL classes, support groups, orientation classes and events to improve integration and independence.

St. Raphael’s Edible Garden: Our beautiful Community Garden emerged from a local campaign by residents to develop a food growing project for the community. With the help of hundreds of volunteers, St. Raphael’s Edible Garden now has a wildlife pond, a learning yurt space, a fruit tree orchard, compost bins, a pizza oven, plenty of raised beds and a stunning pergola.

Although the garden is managed and run by Sufra NW London, it is here to benefit the community. The garden provides a therapeutic space from where we can invest in the skills, health and wellbeing of local people whilst improving the appearance of the estate and giving residents an opportunity to come together, have fun and grow food.

Community Wellbeing Project: In response to the impact of the cost-of-Living crisis on families in Brent, we partnered with Brent Council this year to launch a Community Wellbeing Project from Bridge Park Leisure Centre. This pilot project offers household who are most impacted by the cost of living with access to a membership scheme comprising of four key elements: Community Shop, Community Café, Community Kitchen, and Wraparound Support. The project is designed to go beyond traditional charitable food aid distribution by offering a comprehensive range of (low to zero-cost) food options and creating a supportive community hub where residents can access holistic support including information, advice, guidance – all under one roof.

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Role Description

The Head of Advice plays an integral role in safeguarding the integrity of our services, ensuring that we maintain the necessary accreditations and compliance standards for our Advice Service and Programmes. The Head of Advice is responsible for setting the overall strategy for the advice service, aligning it with organisational goals, and ensuring our existing service and new programmes run effectively and efficiently. Additionally, the Head of Advice will oversee compliance with funding agreements, ensuring that all advice provided aligns with the stipulations of those agreements and regulatory requirements. Their leadership helps secure our position as a trusted and accredited service provider (AQS and IAA), while continuously driving improvements and adapting to industry standards. The Head of Advice will work alongside our experienced Advice Manager to strategically oversee our Open ARMs (asylum seekers, refugee and migrants) programme. This programme supports newly arrived refugees and asylum seekers access the housing, healthcare, training and jobs they need to build a new life in the community. We offer cultural trips, access to ESOL classes, support groups, orientation classes and events to improve integration and independence. This is an immensely rewarding role working in a dynamic charity built on an ethos of sharing, hospitality and inclusivity. We are looking for an exceptionally committed individual who is willing to go the extra mile and has flexibility to work during evenings and weekends when necessary. He/she will show creativity and innovation in community-based programming, building community and donor relationships and strengthening the charity’s integrated services. This is a part-time position with flexible working for the right candidate. We offer a wide range of employee benefits including –

• Excellent annual leave entitlement • Pension scheme • Employee Assistance Programme • Death in Service benefit • Flexible working • Opportunities for training and professional development

To apply for this role, please submit a CV, Covering Letter (no more than 2 sides) by email to admin@sufra-nwlondon.org.uk, and complete our Equal Opportunities Form found here.

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In your Cover Letter, please address the following points; Motivation for Joining Sufra What motivates you to work for Sufra? Please reflect on how your values, skills, and professional ambitions align with our mission to support people experiencing crisis and poverty. Experience Leading and Developing Advice Services Please describe your experience in leading and developing advice services, particularly how you have ensured compliance with the Advice Quality Standard (AQS). What specific actions have you taken to embed quality, consistency, and accountability within advice delivery teams? Supporting a Team Working with Complex Cases How do you support a team that regularly handles complex and emotionally demanding cases, including those involving safeguarding risks and vicarious trauma? Please share your approach to team wellbeing, supervision, and professional development in these contexts. Monitoring Outcomes and Influencing Strategy Describe your experience in monitoring and evaluating the outcomes of services provided to clients or guests. How have you used this insight to influence internal decision-making and engage effectively with external stakeholders or strategic partners? If applying on Charity Jobs, please ensure you submit your CV and Covering Letter on Charity Jobs platform and complete our Equal Opportunities Form found here. Submissions without a tailored Cover Letter will not be considered. DEADLINE FOR APPLICATIONS: The deadline for applications is 9am on Monday 9th June, with interviews being carried out on a rolling basis.

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Main Duties & Responsibilities

Responsible for the effective design, delivery and monitoring of all programmes, in line with the organisation’s ethos, vision and mission.

Strategic Leadership & Service Oversight • Provide strategic direction and oversight for the advice and ARMS (asylum seekers,

refugees and migrants) services (through development of new and existing programmes), supporting the service to progress against our 2030 strategic goals and emerging guest needs.

• Support our Advice Service Manager to translate our strategy into clear operational plans (annual Business Plans).

• Support and advise the Advice Service Manager in maintaining standards and resolving complex challenges.

• Carry a small caseload of complex or high-priority advice cases to maintain frontline insight and support service development.

• Lead on regular Advice Quality Standard (AQS) audits for the advice service and ensure our immigrations advice is in alignment to IAA (OISC) regulations.

• Ensure all funding deliverables, outputs, and outcomes are met in line with grant agreements and contractual obligations for the Advice Service.

• Provide line management and coaching to our Advice Service Manager and oversee the human resource management of the Advice and ARMs teams, including workforce planning, staff development, performance management, and contributing to recruitment where needed.

Monitoring, Evaluation & Impact

• Work with the Advice Service Manager to set and monitor programme goals, ensuring robust systems and tools are in place to monitor outcomes in accordance with regulatory standards and funding deliverables.

• Use evaluation data to inform strategic decisions and to prepare high-level reports for trustees, funders, advocacy, strategic partners on outcomes and service achievements.

• Ensure that guest feedback and community steering groups are meaningfully engaged in the evaluation process, so that programmes remain responsive to need and rooted in the lived experiences of the community. Safeguarding

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• Act as the Designated Safeguarding Lead (DSL), ensuring the organisation meets its safeguarding obligations including regular review of safeguarding policies, procedures, staff training, reflective practice sessions and risk assessments.

• Provide strategic advice and support to staff on safeguarding issues across the organisation. Supporting Fundraising Initiatives & Budget Oversight

• Support our bid-writing team to develop strategic funding bids for the Advice and ARMs services.

• Oversee the operational and financial planning and delivery of the advice and ARMs services, including budget setting and service plans with the Advice Service Manager.

Other • Report in SLT meetings, on an ad-hoc basis as needed. • Undertake any reasonable duties to ensure successful operational management of the

organisation’s services and programmes. • Support the visibility and profile of the programmes through networking, events, and

communications input. • Champion equality, diversity and inclusion across all engagement activities to encourage

inclusive and positive change through local action

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Person Specification

Competency Specification Essential Desirable

Experience

Experience in advice programme leadership or management within advice services

✓

Experience in carrying advice caseload, ideally in areas such as immigration, welfare, or housing advice (ideally at least 3 years)

✓

Experience designing or overseeing impact evaluation and monitoring frameworks

✓

Financial Management of Project Budgets ✓

Understanding of key advice areas such as housing, welfare benefits, or immigration.

✓

Experience contributing to successful fundraising efforts, including writing funding applications and reports

✓

Knowledge

Strong understanding of safeguarding frameworks and experience

✓

Experience as a Designated Safeguarding Lead (training can be provided)

✓

Strong understanding of rights-based and/or trauma-informed approaches in advice or support services

✓

Skills & Abilities

Leadership Skills ✓

Excellent Written & Oral Communication Skills

✓

Ability to interpret complex data, identify trends, and make evidence-based strategic decisions

✓

Ability to carry and manage a small caseload, ideally in areas such as immigration, welfare, or housing advice

✓

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Attitude

Willingness to Engage in Further Learning ✓

Team spirited and professional ✓

Commitment to the Mission and Principles of Sufra NW London

✓

Probation The post is subject to a probationary period of 6 months.

Your Data Sufra will use the information you submit to us to consider your application for a job. You have rights to your data, its accuracy and control over our use. For full information about how we will ensure that all applicant data is appropriately and securely stored, handled and disposed of, see our privacy policy here. By submitting an application, you are acknowledging you have read and understood our Privacy Policy, although you can withdraw your application at any time. Eligibility to Work in the UK Please note that Sufra is unable to obtain a work permit on your behalf and is not able to sponsor visas. DBS Checks Please note that if you do not consent to the use of an external validation service for a DBS check, then we may be unable to take your application further. Confirmation of employment will only be given on receipt of satisfactory evidence and checks being issued and references have been received. References Once an offer of employment has been made, you will be asked to provide the names and contact details of two referees. If possible, the first referee should be your present employer and the second referee a previous employer.

Page 1 of 8

Community Programmes Manager Salary: £42,230 per annum pro rata Hours: 3 days (24 hours/week – can be worked flexibly) Annual Leave: 5 Weeks + statutory holidays (pro rata) Responsible to: Director / Deputy Director Responsible for: Community Engagement Manager and Garden Manager Location: Hybrid/Stonebridge, London Borough of Brent

About Sufra NW London Sufra is a charity in North West London that prevents hunger, fights poverty and builds community. With the help of our volunteers and partners, we coordinate a network of food banks, kitchens, a community shop and café. These act as a gateway for guests to access more holistic support – including welfare advice, asylum support and our award-winning community garden. We aim to work with our guests to find solutions to their challenges together, whilst campaigning against the causes of hunger and poverty. Food Bank: Our Food Bank provides emergency supplies of essential food and toiletries to individuals and families experiencing acute crisis. Our parcels are typically made up of a mixture of non-perishable and perishable items. The size of our food parcels vary depending on the size of the household, and they typically last 5 to 7 days. To receive a parcel, you need to be referred by one of our 160 Referral Agencies.

Community Kitchen: Our Community Kitchen services are open all year round, serving hundreds of meals every week to hungry guests – including the homeless, families experiencing food poverty and people who are socially isolated and lonely.

The Kitchen runs from our partner venues at Bridge Park Leisure Centre (Monday and Tuesday evenings), Ark Elvin Academy (Wednesday evenings), Laurence’s Larder (lunchtime on

Page 2 of 8

Thursdays) and Granville Community Kitchen (every Friday evening). Last year we served over 18,500 hot meals in Brent. Welfare Advice Service: Our Advice Worker helps people address the underlying problems that led them to our Food Bank – such as benefit disruptions, housing problems and other financial difficulties. The support we provide is ongoing and tailored to the needs of the individual – no matter how long it takes. Last year we support 816 people with our advice support.

Refugee Support: Our Open ARMs (asylum seekers, refugee and migrants) programme supports newly arrived refugees and asylum seekers access the housing, healthcare, training and jobs they need to build a new life in the community. We offer cultural trips, access to ESOL classes, support groups, orientation classes and events to improve integration and independence.

St. Raphael’s Edible Garden: Our beautiful Community Garden emerged from a local campaign by residents to develop a food growing project for the community. With the help of hundreds of volunteers, St. Raphael’s Edible Garden now has a wildlife pond, a learning yurt space, a fruit tree orchard, compost bins, a pizza oven, plenty of raised beds and a stunning pergola.

Although the garden is managed and run by Sufra NW London, it is here to benefit the community. The garden provides a therapeutic space from where we can invest in the skills, health and wellbeing of local people whilst improving the appearance of the estate and giving residents an opportunity to come together, have fun and grow food.

Community Wellbeing Project: In response to the impact of the cost-of-Living crisis on families in Brent, we partnered with Brent Council this year to launch a Community Wellbeing Project from Bridge Park Leisure Centre. This pilot project offers household who are most impacted by the cost of living with access to a membership scheme comprising of four key elements: Community Shop, Community Café, Community Kitchen, and Wraparound Support. The project is designed to go beyond traditional charitable food aid distribution by offering a comprehensive range of (low to zero-cost) food options and creating a supportive community hub where residents can access holistic support including information, advice, guidance – all under one roof.

Page 3 of 8

Role Description

We are looking for a strategic, impact-driven Community Programmes Manager – to lead the continued growth and development of our Community Engagement Programme and our Garden Programme in alignment with our recently launched 2030 strategy. This is a part-time role focused on strategic direction, partnership building, fundraising, and overseeing monitoring, evaluation, research, and learning (MERL) activities. The ideal candidate will be a confident leader with experience across programme strategy, community development, securing sustainable funding and amplifying user voice. The Community Programmes Manager will work closely alongside our Community Engagement Manager to inspire local people to make a difference in their communities and influence change. This will be achieved through volunteering opportunities, user-led steering groups, and the scaling up of our advocacy initiatives. You will play a key role in ensuring that Sufra is highly effective at building community and resilience in one of London’s most disadvantaged areas. In addition, you will oversee the strategic development and long-term sustainability of our Community Garden—a therapeutic and educational space where residents can learn about growing food, nature, and biodiversity. We offer a wide range of employee benefits including –

• Excellent annual leave entitlement • Pension scheme • Employee Assistance Programme • Death in Service benefit • Flexible working • Opportunities for training and professional development

How to apply To apply for this role, please submit a CV, Covering Letter (no more than 2 sides) by email to admin@sufra-nwlondon.org.uk, and complete our Equal Opportunities Form found here.

In your Cover Letter, please address the following points;

• Motivation for Joining Sufra

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What motivates you to work for Sufra? Please reflect on how your values, skills, and

professional ambitions align with our mission to support people experiencing crisis and

poverty.

• Experience Leading and Developing Community Programmes

Please describe your experience in leading and developing community-based

programmes, particularly how you have ensured compliance with funder

requirements/operational plans and responding to safeguarding concerns.

• Monitoring Outcomes and Influencing Strategy

Describe your experience in monitoring and evaluating service outcomes and impact.

What frameworks or tools have you developed or used to measure impact?

• Can you describe your approach to leading teams and managing HR responsibilities?

Please include examples of how you've handled recruitment, staff supervision,

performance management, and team development. How do you foster a positive and

inclusive team culture and support individuals with additional needs?

If applying on Charity Jobs, please ensure you submit your CV and Covering Letter on Charity Jobs platform and complete our Equal Opportunities Form found here. DEADLINE FOR APPLICATIONS: The deadline for applications is 9am on Monday 9th June, with interviews being carried out on a rolling basis.

Page 5 of 8

Main Duties & Responsibilities

Responsible for the effective design, delivery and monitoring of new and existing Community Engagement and Community Garden programmes, in line with the organisation’s ethos, vision and mission.

Key Responsibilities: Strategic Programme Development of Community Engagement and Community Garden • Provide strategic leadership and oversight of both the Community Engagement

and Community Garden Programmes, aligning their development with our 2030 strategy.

• Support with programme development of new and existing programmes. • Engage in our Advocacy Working Group and support the Community

Engagement Manager with the development of community driven advocacy campaigns. Work with our Community Engagement Manager and Garden Manager to facilitate collaborative planning with the community in order to translate our strategy into clear operational plans that are community led.

• Ensure all funding deliverables, outputs, and outcomes are met in line with grant agreements and contractual obligations for Community Engagement and Community Garden grants.

• Oversee our accreditations and ensure compliance and high service standards. • Provide line management and coaching to our Community Engagement

Manager and Garden Manager and oversee the human resource management of the Community Engagement and Garden teams, including workforce planning, staff development, performance management, and contributing to recruitment where needed.

Supporting Fundraising Initiatives & Budget Oversight • Support our bid-writers to develop compelling funding proposals and project

budgets to secure income from trusts, foundations, corporates, and public bodies for our work in community engagement and for our community garden.

• Oversee the operational and financial planning and delivery of the services, including budget setting and annual service plan setting with the Community Engagement Manager and Garden Manager.

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Monitoring, Evaluation, Research & Learning (MERL) • Oversee the design and implement MERL frameworks for both programmes,

ensuring activities are evidence-based and impact-driven and linked into wider organisational MERL outcomes.

• Prepare internal and external reports for trustees, senior leadership, and funders. Safeguarding and Compliance • Alongside the Head of Advice, act as a Designated Safeguarding Lead (DSL), ensuring

the organisation meets its safeguarding obligations at a strategic level. DSL training can be provided.

• Alongside the Senior Advice Manager and Deputy DSL, provide advice and support to

staff on safeguarding issues across the organisation.

• Contribute to the regular development and review and updating of organisational policies, ensuring they reflect current practice, legal requirements, and sector standards.

• Support teams with risk assessing and policy implementation.

Other • Feed into SLT meetings, when required. • Support the visibility and profile of the programmes through networking, events,

and communications input. • Undertake any reasonable duties to ensure successful operational management

of the organisations services and programmes. • Champion equality, diversity and inclusion across all engagement activities to

encourage inclusive and positive change through local action

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Person Specification

Competency Specification Essential Desirable

Experience

Demonstrable experience in strategic programme management within the community development, social impact, or environmental sector.

ü

Strong project planning, reporting, and budget oversight capabilities.

ü

Experience working with diverse communities and commitment to inclusive, equitable practice.

ü

Strong project planning, reporting, and budget oversight capabilities.

ü

Experience in delivering programmes that are rooted in their community

ü

Experience contributing to policy, advocacy, or systems change in community development.

ü

Experience contributing to successful fundraising efforts, including writing funding applications and reports

ü

Knowledge

Strong understanding of safeguarding frameworks and experience in senior safeguarding responsibilities.

ü

Understanding of place-based, co- production, or participatory community engagement models.

ü

Strong understanding of best practice in volunteer management, user-led voice, advocacy and/or community growing

ü

Skills & Abilities Leadership Skills ü

Excellent Written & Oral Communication Skills

ü

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Ability to interpret complex data, identify trends, and make evidence-based strategic decisions.

ü

Attitude

Willingness to Engage in Further Learning

ü

Team spirited and professional

Commitment to the Mission and Principles of Sufra NW London

ü

Your Data Sufra will use the information you submit to us to consider your application for a job. You have rights to your data, its accuracy and control over our use. For full information about how we will ensure that all applicant data is appropriately and securely stored, handled and disposed of, see our privacy policy here. By submitting an application, you are acknowledging you have read and understood our Privacy Policy, although you can withdraw your application at any time. Eligibility to Work in the UK Please note that Sufra is unable to obtain a work permit on your behalf and is not able to sponsor visas. DBS Checks Please note that if you do not consent to the use of an external validation service for a DBS check, then we may be unable to take your application further. Confirmation of employment will only be given on receipt of satisfactory evidence and checks being issued and references have been received. References Once an offer of employment has been made, you will be asked to provide the names and contact details of two referees. If possible, the first referee should be your present employer and the second referee a previous employer.

Executive Search Proposal

Chief Executive April 2025

Amelia Lee – Regional Director

Charity People - Proposal 2

Executive Summary We are proposing to support Leeway to find and appoint their next Chief Executive. We have significant experience working with organisations supporting people who have experienced trauma, multiple levels of disadvantage and unmet complex needs. We work swiftly and attentively alongside you to make sure your new CEO can transition smoothly into the organisation, provide stability during a time of change, and start making an impact right away.

Our process will involve desk-based research to identify potential candidates, alongside marketing the role within our strong networks, advertising the role across job boards, and approaching candidates on our internal database of 48,000 candidates. In addition, we’ll create a high-quality candidate pack to attract strong candidates and present Leeway positively and to your best advantage.

The search will be managed by your lead consultant, Amelia Lee, who has a dedicated personal passion and niche specialism working directly with domestic abuse organisations (examples include Anawim, Stockport Women’s Centre, Trafford Domestic Abuse Services and MASH), she will be supported by both an executive search delivery consultant and an experienced research analyst trained to a high level by our directors.

We specialise in supporting small and medium charities to build leadership teams that reflect the diversity of the people they serve, always valuing lived experience. Your lead consultant, Amelia, has worked extensively on leadership roles within the non-profit sector for well over a decade, gradually building the respect and trust of her charity sector network.

You’ll find a selection of additional relevant examples in this proposal.

If you have any questions, please contact Amelia directly by email or phone:

amelia@charitypeople.co.uk 07809738477

We support the charity sector to recruit more effectively We’re an experienced, collaborative team of 30 partnering with organisations across the nonprofit sector to find the most talented, committed candidates for key positions. Since 1990, we’ve placed over 35,000 people into paid and trustee roles.

3 Charity People - Proposalx

Your dedicated regional team comes with over twenty-five years’ combined charity sector experience. We are regional specialists in small to medium charities, honing our craft in working with stakeholders at all levels.

This might include engagement with your Board, senior leadership and wider teams. We have a strong footprint and network in the sector across the whole of the UK.

"Appointing a new CEO is such a big deal for any organisation. The skills required as the CEO of a charity are particularly complex, including fundraising which is becoming ever more challenging. There are so many considerations in getting the right person for the job, including managing the expectations of stakeholders and having confidence in the process. Manchester Youth Zone has just successfully recruited our new CEO, supported from start to finish by Charity People. We selected Charity People as our recruiters not only by comparing cost and services, but also based on the experience of other Youth Zones in the OnSide ‘family’. From ‘word of mouth’ we learned that we could expect a personalised and attentive service in recruiting to this important role, especially as our outgoing CEO has played such a powerful role in getting MYZ to its current healthy position.

We were carefully guided by Amelia at every step of the way. Consultation with trustees, staff and young people helped to shape the recruitment strategy and the characteristics of the successful candidate. In a very short time, through a variety of channels including her own networks, our specialist gathered together a set of interesting CVs and applications. She skilfully sifted through these on our behalf, helping busy trustees to focus on the most suitable candidates. With Amelia's wise counsel, the trustees selected and interviewed six strong candidates who were each capable of doing the very challenging job of CEO of MYZ. Our specialist maintained effective communication with all parties throughout.

The final stage was the most challenging because we interviewed two exceptional candidates. Our specialist managed the difficult conversations for us, both giving the good and disappointing news, as well as feedback to interviewees. Amelia got to know everyone well during the process, encouraging and guiding us, as well as taking the hard work ‘off our plate’. Some of the key ingredients that made the process successful were: familiarisation with us as clients; excellent communication; attention to detail and absolute honesty. The result is that MYZ has now appointed our new CEO.

Jo Jolliffe , Chair of Trustees - Manchester Youth Zone

Charity People - Proposal 5

Why work with us Fair pricing We’ve stripped out unnecessary costs and ineffective add-ons, prioritising the steps that move the search forward.

Broaden your reach 60,000 potential candidates follow us on LinkedIn, as well as 6,000 followers on Twitter. That’s on top of the 43,000 active jobseekers already registered on our database.

Find dedicated candidates We have honest, open, and direct conversations with our candidates, to make sure we are entirely satisfied with their motivations and suitability before we put them forward.

Grow your reputation A well-executed recruitment project doubles as a positive PR campaign for your charity. We’ll make sure those who engage with your brand during the search have a positive experience.

Recruit inclusively We know greater diversity leads to better results. That’s why we learn continually from those with lived experience of disadvantage to remove barriers to applying.

100% fill rate We’ve found a great fit for every trustee or CEO search we’ve undertaken so far.

It was an absolute pleasure to work with Amelia in the search for our new trustees at MASH. We wanted to continue to develop our board to be more reflective of the intersecting identities and diverse experiences of the women we work with across Greater Manchester. Amelia "

absolutely fulfilled that brief, reaching out to networks that we would never have been able to engage with on our own, and giving the dedicated time and resource to the process that we just couldn’t have done on our own. Amelia was with us every step of the way – she really did her research and talked to key stakeholders at MASH so they understood what we are about which meant they were able to find brilliant people to join our board that really believed in our values and vision.

Amelia communicated the process really well and delivered at pace, ensuring we were able to meet deadlines together, which made for a really smooth process. She’s extremely personable, knowledgeable, and cares about getting it right for everyone involved. I would highly recommend Amelia and the Charity People service - so much so we returned to partner with Amelia on a second trustee recruitment.

Tabz O’Brien, Chair of Trustees at MASH – Manchester Action on Street Health

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The Process The full search process typically takes 8-12 weeks. We can usually work to your preferred timetable, depending on stakeholder availability.

1. Discovery Phase (2–4 Weeks)

a. Briefing Meet with the board and key stakeholders. You get to

know our team and we get to know your culture, values and mission, so we can represent you with credibility and confidence. Together, we agree requirements for the role, timeline and scope, and discuss your current challenges, strategic plans and areas of development.

b. Developing documentation Design a detailed, informative and attractive

candidate pack, to interest strong candidates and provide them with key information about

the role.

c. Branding assets Create video and image-rich content for use

across social media and advertising. Our social media consultant can advise on how to advertise

across your own platforms.

d. Desk-based research Map the market, identify key networks and target

organisations and individuals, and collate key information to open conversations for

our consultants.

2. Search Phase (3–4 Weeks)

e. Direct outreach Intelligently and discreetly approach individuals who meet the requirements of the role. This is

where the majority of our talent pool comes from.

f. Branded advertising Promote the opportunity on ACEVO, Charity Jobs, Guardian Jobs and our own website - all included

in our fee. We can also advertise on sector-specific job boards.

g. Social media Share to our 50,000 LinkedIn followers,

6,000 Twitter followers, generating referrals, recommendations and new conversations.

h. Email campaign Reach our database of 43,000

registered candidates.

3. Assessment Phase (3–4 Weeks)

i. Application screening Using competency-based screening methods and fact-checking calls, create a longlist of candidates

to consider.

j. Long-list interviews (full search only) Carry out first-stage interviews with each

candidate and provide a detailed report on each one.

Additional services: For an additional cost, we can complete

psychometric assessments of shortlisted candidates or attend

interviews.

k. Shortlist & interviews Present a shortlist of the best candidates and arrange interviews and referencing, if needed.

4. Appointment Phase (Ongoing)

l. Offer Contact the successful candidate and

support negotiations

m. Contact unsuccessful candidates Manage all communication with unsuccessful candidates, passing on any relevant feedback.

6-month guarantee: If the appointed candidate resigns in writing within 6 months of starting the role, we will

conduct a second search for their replacement on the terms outlined above, free of charge.

n. Follow-up Stay in touch throughout the appointed

postholder’s notice period and once they have joined

8 Charity People - Proposal

Growing diversity in the charity sector We want to see the charity sector reflecting the diversity of the people we serve.

The non-profit sector is facing increasingly complex socio-economic changes, and we need the fresh perspective and improved problem-solving that comes from a diverse workforce. There’s a long way to go: an ACEVO survey showed that only 9% of charity workers were from a racially diverse background, compared to 14% of the wider UK population – and 40% of the London population, where most charities are located.

We engage with a wide range of candidates, beyond the usual suspects, to bring you a wider pool of qualified candidates.

How we do this • Candidates are looking for assurance that they will be treated fairly, so we include a

diversity & inclusion statement on all published copy. All external communications are checked for inclusive language by a second consultant.

• To combat unconscious bias, we anonymise applications & remove all protected characteristics. • We consider applicants from other sectors who bring alternative skills and perspectives to

their work.

Beyond the brief Process is only one half of our diversity and inclusion story. Accessing and widening talent pools is, by nature, time intensive and is on-going beyond individual searches.

• We regularly train our staff on a range of EDI topics • We learn from the perspectives of our lived experience advisors • We build close partnerships with organisations working for inclusion such as Action for

Trustee Racial Diversity, She Leads for Legacy, and LGBTQ Business network • We monitor diversity data for all our searches to identify and address any blind spots

‘"In terms of the recruitment of all three roles, we have been delighted with the strength of the candidates presented and indeed your customer service. I have done a lot of recruiting in my time and these three have been some of the most straightforward appointments – albeit it was only difficult to choose the final person because of the quality of all of the candidates. We will be recruiting more Trustees in the future, and from my perspective we will definitely be coming back to you as a preferred supplier.’

Chris Carr, Chair of the Board at Contact – successful appointments made in North England, Wales and Scotland

In this case we increased professional skills, as well as successfully enriching lived experience and representation by recruiting Contact’s first young Trustee, attracting people from diverse racial backgrounds and adding to the lived experiences of parent carers on the Board.

Charity People - Proposal 10

Meet the team

Ellen Drummond Regional Director

Ellen has been a third sector recruitment specialist since 2007. Initially working to support organisations in London, she then moved back to the Northeast in 2012 and established herself as a specialist in charity recruitment outside of London. Based in Newcastle, Ellen has extensive networks across the North, in particular the North East and Yorkshire, where she is also a committee member for the Chartered Institute of Fundraising North East group. Ellen sits on the Senior Leadership Team at Charity People, as well as managing the regional team. A mother of two, she is passionate about flexible working and strives to find creative solutions that benefit all.

Priya Vencatasawmy Senior Regional Consultant

With a focus on organisations based in the Midlands and Oxfordshire, Priya joined Charity People in February 2023 and brings extensive experience in sourcing talent for all fundraising roles, specialised positions, and senior board and leadership positions. Priya has a diverse portfolio including renowned charities such as the British Heart Foundation, Oxfam, Onside, LionHeart, St Giles Hospice, Norfolk Wildlife Trust and University of Oxford. She is equipped to provide tailored recruitment solutions to meet your organisation's unique needs. Experienced in connecting you with top-tier candidates who align with your mission and drive success.

Amelia Lee Regional Director

Amelia works as Regional Director from her base in Manchester and has been recruiting charity talent for over 10 years. Amelia sees herself as part of the movement to drive positive change in charity recruitment practice – now is the time to do things differently! Amelia creates inclusive and welcoming recruitment spaces, connecting passionate and talented people with organisations that genuinely prioritise staff wellbeing and ED&I. Amelia has been described as having ‘contagious energy’ for the organisations she works with and was a founding member of Charity People’s ED&I committee, anti- racism committee and Women’s Wellbeing Group. She is leading CP’s emerging staff ‘Thinking Environments’ on our journey towards becoming an Employee Owned Trust (EOT) and B-Corp.

Gabi Smith Senior Administrator

Gabi was the first of Charity People’s centralised Administrators and started her journey with Charity People in 2022. She has since become the dedicated Regional Administrator from mid-2023. Gabi is a passionate EDI champion and has been a member of Charity People’s EDI Committee since 2022. She is also working with Amelia on CP’s ‘Thinking Environment’ as we move forward in becoming an Employee-Owned business. Along with the rest of the “A team,” Gabi supports the consultants, ensuring they provide the best possible service to the fantastic candidates and charities they work with.

Charity People - Proposal11

Case Study 1: Chief Executive, Manchester Youth Zone Value add through internal stakeholder engagement

In September 2023 we assisted the Chair, trustees and outgoing CEO of Manchester Youth Zone to replace Amanda Naylor as their much-loved Chief Executive. MYZ is part of the national OnSide network (one of the UK’s fastest growing charities) and offers a safe, bright and lively space when schools are closed, where young people can learn new skills and have new experiences. Amanda had been in post for three years and taken MYZ through a significant period of change and stabilization (financially diversifying funding and organisationally reengaging the Board and SLT). In doing such an exceptional job, her moving on presented an enormous challenge and anxiety for Board and staff team, and there was self-acknowledged nervousness around the appointment of a new leader.

Watch bespoke video communication created especially for Manchester Youth Zone here.

In light of this, Charity People suggested an engagement piece to include trustees, staff team and some of MYZ’s young people. We created and led forums with staff teams at all levels (SLT, middle managers and youth workers) and gave anonymous feedback to the Board about what staff needed and wanted from their next leader.

Our brief was simple, but not easy: ‘find someone as amazing as Amanda to take us on the next phase of our journey!’ We knew she was going to be a tough act to follow and expectations high across the organisation.

MYZ’s CEO needs to be incredibly strategic with elements of political stakeholder engagement, accentuated by Manchester being a devolved power structure. They required an incoming Chief Executive to engage at the highest levels with statutory stakeholders, funders and commercial/philanthropic partners, as well as connect positively with young people.

Our approach: We led a nationwide search of candidates, which included a relocation campaign for youth specialists across the UK. Initially presenting a longlist of 12 candidates, the Board then invited 10 to an open day at MYZ. From there, 6 candidates met the board for first stage interview and 2 were invited to second stage (both appointable). Heather Etheridge joined in April 2024 and is making her mark already. Charity People have since appointed their new Director of Fundraising, who started in June 2024.

Due to the extra special rapport with the OnSide network through projects like this one, Charity People has also been entrusted to spearhead CEO recruitment for new sites in Barnsley, Grimsby and Crewe and replace CEOs for existing sites in Wirral and Wolverhampton.

People we’ve placed We’ve concentrated here on either leadership roles relevant to your work or roles that had comparable requirements to yours . We have many, many more examples at CEO level to share should you want to discuss further examples.

Age UK Mid-Mersey – Chair, CEO and Trustees

OnSide Youth Zone – Barnsley, Crewe, Grimsby, Manchester, Preston, Wolverhampton & Wirral – x7 CEOs

Age UK Cheshire – CEO and CFO Lionheart- CEO

Birthrights – CEO

SARSAS - Head of ServiceContact - Scotland, Wales and NI - Trustees

Public Law Project- CEO

JABBS Foundation - CEO and Head of Programmes

The Proud Trust - Manchester - CEO and Deputy CEO

LionHeart - CEO and Interim CEO

Trafford Rape Crisis – Chair, Vice Chair and Trustee

Nelson Trust– CEO

SV2 Supporting Victims of Sexual Violence– CEO

MASH - Chair and Trustees

Charity People - Proposal 12

Case Study 2: Chief Executive, The JABBS Foundation Showcasing our unique communications

Most recently in May 2024, we began working with the Board and patrons of The JABBS Foundation to recruit their first Chief Executive, with ambition to accelerate their work supporting women involved or at risk of contact with the criminal justice system, and organisations that address their multiple and complex unmet needs. At present, The JABBS Foundation has agreed grants totalling £30 million. A first CEO is always a vital appointment, but this one required significant high-level stakeholder engagement and sensitivity around the family’s privacy, management of internal candidates, and potential applications from senior leaders of partner organisations (in some cases, funded by JABBS).

Once appointed to lead the search, Charity People undertook engagement work with trustees, agreeing the brief should advance the foundation’s work in the West Midlands to create stronger local collaboration, as well as elevate women’s voices and influence at the highest levels to drive systemic change for women. JABBS also partners with a leading UK university to support evidence-based academic research into women’s needs, so it was also essential to appoint a CEO able to engage with a wide range of stakeholders working across sectors, always putting women’s experiences at the heart.

Charity People worked alongside JABBS every step of the way, including support to create a role profile and job pack, as well as advice and guidance to develop their inclusive, welcoming interview process. We

knew JABBS was keen to have visibility across the West Midlands, but also conscious that a large pool of candidates with political connections and influence would likely be London based. Charity People’s geographical footprint and outreach is national, but we placed a specific focus in these two locations for this search.

Alongside an advertisement campaign and outreach through Charaity People’s network, we identified a further 91 potential candidates, meaningfully engaging with 37 of them. Each candidate had an exploratory call with Charity People, with the dual function of promoting the opportunity and establishing suitability against the person specification.

We feel one of Charity People’s biggest USPs is a unique, meaningful communication style and bespoke offering for each role. You can view The JABBS Foundation video sent to proactively engage candidates here.

In a saturated marketplace, we regularly receive positive feedback about our approach that suggests we make candidates feel extra-special, and successfully increase engagement with both our brand and yours.

‘That’s literally the best reach-out I’ve ever had, both the LinkedIn message and the excellent video. I may well share it as best practice.’

We also created a bespoke candidate stewardship plan for JABBS to ensure each candidate left the process feeling incredibly positive about both our organisations, having experienced a first-class customer experience.

Quote from a shortlisted, but unsuccessful candidate in the JABBS process: ‘Thank you to all of you at Charity People for the care and time you took with us as candidates to find the right person.’

For executive level search, we offer to host a webinar for potential candidates to meet with Board members for a Q+A session, towards the end of the search period. This is an anonymous process (in line with our ED&I best practice) with questions submitted in advance – it’s a unique engagement tool that charities can utilise to increase engagement (although in this case JABBS opted not to, due to the family’s privacy preferences).

In the end, we presented 10 candidates for our longlist and shortlisted 4 of those for interview with the Board. Two candidates went through to second stage and both were deemed appointable. JABBS plans to ask the unsuccessful candidate to either join the board or work as a consultant.

JABBS’s new CEO has just started and the Chair of the Board, Robin Daniels, has offered to give a reference about his recent experience if required. We can provide Robin’s contact details on request.

"I have worked with Charity People and Amelia for a number of years, as both a candidate and a recruiter.

What I have most valued about working with the team at Charity People is the time they take to get 'underneath the skin' of the organisation. They will diligently work with organisations to develop a clear understanding of its culture and values. This is really important - as it enables a clear brief on the role to potential candidates.

Amelia has an exceptional broad skill set - having worked with me to successfully recruit a diverse range of roles across a number of sectors including positions in Charity, Cultural and Higher Education settings.

Most recently, Charity People successfully supported our senior development recruitment drive and I can’t recommend them highly enough. They bring a fresh perspective to recruitment and a diverse candidate portfolio that sets them apart.

With a passion for diversity and inclusion, I know that Amelia will present me with a vibrant pool of candidates with strong skill sets aligned with the role. At leadership level, I’ve appreciated Amelia’s insight when recruiting new teams. She takes care to understand the organisational need - and attracts absolute superstar candidates to the role. As Chair of a Theatre in Liverpool, Amelia recently supported the recruitment of our Executive Director who has been a fantastic appointment.

Amelia prioritises integrity, fairness and feedback to candidates and recruiters and is one of the best recruiters I have ever worked with.

Sarah Jones, Development Director at Factory International Former candidate and current client

Fees

For the search for your new CEO, we’re pleased to offer you a fixed fee of £12,000.

Fees are payable in three instalments: Stage 1: 1/3 due on appointment (non-refundable) Stage 2: 1/3 due at presentation of shortlist Stage 3: 1/3 due on acceptance of offer

Additional options: • Consultant attendance at interview: £500/day or part day + VAT

and reasonable travel expenses • Psychometric assessment of shortlisted candidates: please ask

• Microsite (not recommended) - £2,000

Our guarantee: If within six months of the candidate starting work, the appointment is found to be not working to the satisfaction of Leeway (unless for reasons directly attributable to the actions of Leeway and provided that the appointment was not made against our advice), then Charity People provides a guarantee of carrying out a second search free of charge.

Thank you for considering Charity People as

your recruitment partner.

14 Charity People - Proposal

Charity People - Proposal15@charitypeople

Charity People 5 Tanner Street, Bermondsey, London, SE1 3LE

+44 (0)20 7939 7439

info@charitypeople.co.uk

https://www.charitypeople.co.uk/