At a Glance
- Tasks: Manage charity finances, from banking to strategic oversight and reporting.
- Company: Join Talking Money, a charity dedicated to providing free money advice.
- Benefits: Flexible hybrid working, 25 days holiday pro rata, and a competitive salary.
- Why this job: Make a real difference in people's lives while managing impactful financial strategies.
- Qualifications: Experience in charity finance and a passion for fighting inequality.
- Other info: Diverse and inclusive workplace; we encourage all to apply!
The predicted salary is between 28800 - 31200 ÂŁ per year.
Talking Money is looking for someone with a deep understanding of charity finance who can provide robust financial management for the charity. You will manage all Talking Money finances, from banking, invoicing, and payments to end-of-year reporting and funding management. You will also have a strategic overview of our organisational finances, and work closely with our Chief Executive and Board of Trustees on Talking Money’s financial planning.
Importantly, you will be passionate about and be able to work at a strategic level, providing support and guidance to the Leadership Team whilst also working flexibly within a small organisation taking care of all day-to-day finance tasks.
About Talking Money: Talking Money is an independent charity providing free, expert money advice across Bristol and South Gloucestershire. Our purpose, from a client’s perspective, is: “Help me with my money worries in a way that suits me so I can get on with my life.” Demand for our services continues to rise. Our approach is:
- Holistic: addressing debt, benefits, energy/fuel poverty, income and wellbeing together.
- Person-centred: psychologically informed, strengths-based and empowering.
- Practical and impactful: securing income gains, writing off unmanageable debts, preventing eviction, reducing stress and anxiety and improving knowledge and confidence.
We are looking for someone with:
- Strong experience in financial management in a not-for-profit context.
- Passion for managing all aspects of finance from the data input to the strategic oversight.
- Experience of working closely with Senior Leadership and being responsive to organisational needs.
- Commitment to working for a charity fighting inequality for individuals and communities.
Hours: 15 hours a week (0.4 FTE). The postholder may be required to work additional hours at certain key points in the accounting year cycle to complete end-of-year statutory accounts preparation and occasionally attend meetings out of office hours.
Contract term: Permanent
Location: Hybrid working negotiable but some time in office is required to keep in touch with the team - team sessions are currently Thursdays.
Salary: Grade 6 SCP 25-28 (approx. ÂŁ36,000 - ÂŁ39,000 for FY26-27)
Reporting to: Chief Executive
Holiday entitlement: 25 days FTE pro rata (rising to 30 days after 5 years) + bank holidays.
Before You Apply: Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Talking Money, we are dedicated to building a diverse and inclusive workplace, so if you’re excited about this role, but your experience doesn’t align perfectly with the criteria, we encourage you to apply anyway. You may be just the right candidate for this or other roles and lived experience goes a long way.
Still not sure? Talk to someone at Talking Money about the role to see if it sounds like something you would be great at doing: Kat Caldwell telephone 0117 954 3998. Please note that Kat’s working days are Monday & Thursday.
Access: Do get in touch if you would like any of this information in another format, or if you would like to apply in another format. If you are shortlisted, Talking Money will work with candidates to ensure their access needs are met during the interview process and will ensure access requirements are not a factor in decision making.
Application Process: To apply please upload Your CV; and Cover letter (max of 2 sides of A4)
Application Timeline: Applications close: 11.30pm on Sunday 22 February Shortlisting: Monday 23 February Interviews: Monday 2 March in person at Talking Money, 1 Hide Market, West Street, BS2 0BH Start Date: ASAP to be discussed.
Finance Lead in Bristol employer: Talking Money
Contact Detail:
Talking Money Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Lead in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the charity sector and let them know you're on the hunt for a Finance Lead role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching Talking Money thoroughly. Understand their mission, values, and recent projects. This will help you tailor your responses and show that you're genuinely passionate about their work.
✨Tip Number 3
Practice your financial management scenarios! Be ready to discuss how you've handled budgeting, reporting, and strategic oversight in past roles. Use real examples to demonstrate your expertise and problem-solving skills.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're serious about joining the team at Talking Money. Good luck!
We think you need these skills to ace Finance Lead in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in charity finance and financial management. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about managing finances for a charity like Talking Money. Share specific examples of how you've worked at a strategic level in previous roles.
Show Your Commitment to Our Cause: We’re looking for someone who’s genuinely passionate about fighting inequality. In your application, let us know why you care about our mission and how you can contribute to making a difference in people’s lives.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the easiest way for us to keep track of your application and ensures you don’t miss any important updates from our team.
How to prepare for a job interview at Talking Money
✨Know Your Numbers
Make sure you brush up on your financial management skills, especially in a charity context. Be prepared to discuss specific examples of how you've managed finances in previous roles, including budgeting, reporting, and strategic oversight.
✨Understand the Organisation
Research Talking Money thoroughly. Familiarise yourself with their mission, values, and the services they provide. This will help you align your answers with their goals and demonstrate your passion for their cause during the interview.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities in real-world scenarios. Think about challenges you’ve faced in finance management and how you overcame them, particularly in a not-for-profit setting.
✨Show Your Collaborative Spirit
Since the role involves working closely with the Chief Executive and Board of Trustees, be ready to discuss your experience in collaborating with senior leadership. Highlight instances where you provided strategic support and how you adapted to meet organisational needs.