Finance and Operations Manager (Charitable Trusts)

£ Competitive  plus EXCELLENT bonus and benefits

Hybrid working available

Our client, a highly prestigious private bank with Ultra-High-Net-Worth clients, is seeking highly skilled Finance and Operations Manager to be instrumental in managing the comprehensive financial and operational landscape of their Charitable Trust, a prominent UK Donor Advised Fund. This role will span the critical areas of grant-making, financial administration, fee management, and data oversight, ensuring the Charitable Trust maintains exceptional levels of governance, efficiency, and control as a respected UK registered charity. Candidates must have proven experience in financial and operations management, preferably within the charity sector.

Duties of the Charitable Trusts Finance and Operations Manager to include:

• As the Charitable Trust Finance & Operations Manager, you will be responsible for ensuring seamless operations and robust financial management across them Trust.

• Grant-Making Administration: Oversee the end-to-end grant-making process, including grantee due diligence and ensuring strict compliance with charity law, internal policies, and donor requirements. Act as a key liaison for effective and transparent grant distribution.
• Financial & Fee Management: Support budgeting, forecasting, and annual reporting. Accurately manage asset allocation across Giving Funds, process donations, and prepare comprehensive financial reports for the trust and its donors, adhering to UK charity regulations. Ensure precise collection and processing of management fees, supporting the ongoing review of fee structures for sustainability and competitiveness.
• Data & Compliance: Manage and maintain accurate records for all critical operational data (Giving Funds, grants, fees, assets), ensuring full compliance with data protection regulations, including GDPR. Develop and implement robust data management processes to maintain integrity and support efficient reporting.
• Operational Efficiency & Process Improvement: Drive continuous review and enhancement of internal systems and processes, identifying and implementing technology solutions (including AI) to streamline operations, optimize grant-making, and improve financial management. Develop and maintain clear operational procedures and guidelines.

Requirements for the successful Charitable Trusts Finance and Operations Manager to include:

• Candidates must have experience in financial and operations management, ideally within the charity sector
• Charity Sector Experience: Familiarity with Donor-Advised Funds, grant-making, and financial administration within a charity context is highly desirable. Experience working with high-net-worth individuals and family foundations is a plus.
• Strong background in managing budgets, fee structures and financial reporting. Knowledge of Gift Aid and relevant charity tax reliefs is desirable.
• A strong understanding of UK charity regulations, particularly around grant-making and data protection (including GDPR), is essential.
• High proficiency in MS Office, CRM systems, grant management platforms, and accounting software.
• Professional qualifications in charity management, finance, legal, or operations are desirable.

Benefits include:

• Excellent industry leading pension scheme
• High level bonus
• Hybrid working, allowing you flexibility to balance working from home
• Full private healthcare
• AND MORE!

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency