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Our client, a fantastic local charity is looking for someone to join their office in the Planned Giving department. You will work as part of a team, liaising with a portfolio of fundraising supporters and thanking them for their donation. Based in Leatherhead £29,000 - £36,000 Hybrid working, 2 days in the office, 3 days at home Monday - Friday, 37.5 hours per week 27 days paid holiday plus bank holidays. Job specification: Responsible for a portfolio of supporters, ensuring they are thanked promptly, any queries are answered and they are thanked promptly Adhere to the stewardship strategy for Planned Giving Helping create communications for portfolio stewardship and legacy recruitment Attending charity events when needed, maintaining the highest level of professionalism Work with the Head of Planned Giving to help with the inputting of info about legacy income Helping with mailing such as the newspaper, appeals, event invitations etc Taking responsibility for the information used to create monthly reports to directors Ensure interim funds are noted correctly Working with other fundraising teams to ensure prospects are being stewarded by the most appropriate team Ensuring RE records are kept fully up to date with supporter information Ensuring GDPR is adhered to in all instances Person specification: MUST be a car driver with use of a vehicle due to office location Educated to A Level or equivalent An empathy with the charities cause Ability to listen to supporters, understand their motivations and reflect back on their interests Ability to help shape the direction of legacy fundraising and being proactive in spotting opportunities Strong written English and verbal reasoning skills Strong attention to detail, ensuring a high level of accuracy Comfortable answering and making supporter calls Knowledge and understanding of a CRM database Ability to analyse data and use it as information for report writing Responsible for maintaining the master spreadsheet of open legacy cases Computer literate with knowledge of Outlook Competent user of Excel Knowledge of Sharepoint is an advantage Proven ability to manage and prioritise own workload Calm and positive under pressure Additional Information: Based in Leatherhead £29,000 - £36,000 Hybrid, 2 days in the office, 3 days at home Monday - Friday, 37.5 hours per week 27 days paid holiday plus bank holidays (increasing with service) Competitive stakeholder pension scheme, up to 11% of salary Cycle to work scheme Access to the Employee Assistance Programme Death in Service Scheme Discount shopping vouchers Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice! Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. By applying for this vacancy, you accept Optima Recruitment Limited's Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
Finance Assistant Salary: £22,000-£26,000 pro rata Location: Guildford Job Type: Part-time (16 25 hours per week / 3 days) We are looking for a dedicated Finance Assistant to join our non-profit organisation, which has been making a positive impact in the community for over 30 years. The role involves supporting the Head of Finance and Resources in managing all financial aspects of the organisation efficiently. This position is ideal for someone with a strong finance background who is committed to personal and professional growth. Day to Day of the role: Assist the Finance Manager in producing quarterly management accounts and year-end accounts to Trial Balance. Maintain and manage the Sales Ledger function, including raising sales invoices, issuing to customers, and processing monthly recharges. Take overall responsibility for the purchase ledger, including coding and inputting purchase invoices into Sage/TAS, and paying suppliers. Collaborate with the Head of Finance and Resources to ensure accurate financial reporting, including accruals and prepayments. Conduct bank reconciliations for the organisation, notifying stakeholders of received amounts and completing weekly bank reconciliation journals. Support credit control efforts and provide absence cover for the Payroll Assistant. Maintain high standards of accuracy and confidentiality in all financial matters. Required Skills & Qualifications: Minimum of 2 years of accounting/finance experience. Experience in producing accounts to Trial Balance and in cash management. Proficiency in purchase ledger management, including accruals and prepayments. Skilled in controlling expenditure and working to budget. Proficient in using Sage/TAS and working with Excel spreadsheets. Ability to multitask, maintain accuracy, and work to strict deadlines. Good communication and administration skills. Proficient in Microsoft Office tools, including Outlook, Word, and Excel. Benefits: Competitive pro rata salary based on experience. Opportunity to work in a supportive and growth-oriented environment. Commitment to ongoing learning and development. Flexible working hours, including the possibility of evenings and weekends. To apply for the Finance Assistant position, please submit your CV and cover letter detailing your relevant experience.