Operations and Finance Manager - Perth and Kinross Heritage Trust

Location: 8 Bridge Lane, Perth, PH1 5QP (Hybrid - 50/50 split)

Reports to: Chief Executive Officer and Board of Trustees

Salary: £36,000 - £40,000 FTE (£14,400 - £16,000 pro rata)

Contract Type: Part Time / 0.4FTE (0.6FTE Considered)

Perth and Kinross Heritage Trust (PKHT) is seeking a highly organised and dependable Operations and Finance Manager to oversee the smooth and compliant running of the organisation, lead financial administration, and strengthen governance and operational systems. This trusted, hands-on role is central to ensuring the stability, efficiency and long-term sustainability of the Trust as it works to preserve, promote and enhance the built heritage of Perth and Kinross.

About Perth and Kinross Heritage Trust:

PKHT is an independent charity dedicated to conserving and promoting the historic environment of Perth and Kinross. Through innovative projects in archaeology, historic building conservation, traditional skills training and public engagement, the Trust connects people with their heritage while supporting regeneration, placemaking and community wellbeing. Over the past three decades, PKHT has established itself as a trusted expert and advocate for heritage, delivering high-quality projects in partnership with local authorities, funders, community groups and national bodies.

What will you do as the Operations and Finance Manager?

This is a senior operational role at the heart of the organisation. As Operations and Finance Manager, you will ensure the smooth, compliant and efficient running of the Trust. You will oversee financial administration, governance processes, office systems and organisational compliance, acting as a trusted operational partner to the CEO and a key liaison for trustees, staff and external advisers. In addition, the position provides excellent hybrid flexibility, designed to support a healthy work–life balance while maintaining strong team collaboration. This is a hands-on role suited to someone who enjoys autonomy, responsibility and variety — and who thrives on being the operational anchor within a small organisation.

You will be responsible for:

• Support the CEO and Trustees in maintaining strong governance, compliance and organisational oversight.
• Coordinate Board and committee processes, including papers, minutes and action tracking.
• Maintain statutory records and ensure compliance with OSCR, Companies House and key regulatory requirements.
• Oversee organisational policies (GDPR, safeguarding, health & safety, risk register) ensuring they remain up to date.
• Provide HR administration support including contracts, onboarding and staff records, liaising with external providers as needed.
• Oversee day-to-day financial administration, working closely with external accountants and advisers.
• Support invoice, payment and payroll processing, and post transactions to Xero/accounting systems.
• Assist with budget monitoring, financial reporting to the Board, and annual budgeting processes.
• Liaise with accountants and auditors as required.
• Oversee smooth day-to-day office operations and digital systems.
• Manage tenant arrangements for the Trust-owned Library Lodge.
• Maintain effective document management systems and oversee office suppliers and service contracts.
• Manage and triage the main charity inbox and provide administrative support to staff and Trustees.

What does Perth and Kinross Heritage Trust need from you?

Essential Experience:

• Experience in operations, finance or organisational management within a small organisation, charity or professional services environment.
• Strong hands-on financial administration experience (e.g. bookkeeping, budget monitoring).
• Experience managing office systems and administrative workflows.

Essential Skills & Knowledge:

• Highly organised with excellent attention to detail.
• Financially literate and confident using accounting software.
• Ability to manage multiple responsibilities independently and prioritise effectively.
• Good working knowledge of Microsoft 365.
• Discreet and trustworthy when handling sensitive information.

Desirable:

• Experience supporting governance processes (Board meetings, compliance, policy management).
• HR administration experience.
• Experience in the heritage, culture or third sector.
• Experience working in grant-funded organisations.
• Knowledge of Scottish charity governance and OSCR requirements.
• Experience improving organisational systems and processes.
• Strong written communication skills.

Personal Attributes:

• Proactive and self-motivated with a problem-solving mindset.
• Calm, dependable and solutions-focused.
• Comfortable working in a small team with broad responsibilities.
• Values-driven and aligned with the mission of a heritage charity.

What is in it for you?

This is an exceptional opportunity to lead a respected heritage charity at a time of exciting change and development. As the Operations and Finance Manager, you will:

• Work in a supportive and collaborative team committed to protecting and promoting heritage.
• Receive 32 days annual leave pro-rata (+1 day per year up to 5 years).
• Be auto enrolled into our pension scheme.
• Be entitled to flexible working arrangements.

This is your chance to be part of a heritage organisation making a lasting difference in the communities and built environment of Perth and Kinross.

How to Apply:

Please email us at recruitment@brucetaitassociates.com to request an information pack, full job description and person specification.

Closing date: Friday 13th March

Interview date: TBC

This search is being conducted for Perth and Kinross Heritage Trust by BTA. Our leadership team have all worked in the voluntary sector and we use this experience to match organisations and individuals to create great appointments.