Finance & Compliance Manager (Part-Time, Permanent, Remote)
Our client (Charity promoting science and mathematics)
About us
Our client is a charity that promotes science and mathematics. The charity currently supports over 3,000 students through maths enrichment activities, around 700 of whom receive dedicated weekly, small-group online tutorials through the Parallel Academy initiative. The mission is to support students through programmes to fulfil their mathematical potential, by providing them with the opportunity to develop their reasoning and problem-solving skills beyond the curriculum.
The opportunity
Due to growth, our client is looking to bring its previously outsourced Finance and Compliance functions in-house. This is a brand new permanent position, primarily remote and part-time (25 hours per week).
We are looking for an experienced bookkeeper with payroll experience (the other aspects of the role can be taught), charity and education background is desirable. You must live within a 45-minute commute of the client office, so you can attend for training/handover period. You must have a driving licence and a car.
Important: We are looking for someone with an easy commute to Sherborne, as you will be required to attend the office for training/handover in the first few weeks.
A 1 September 2026 start date is desirable.
Role profile
You will take ownership of the finance and compliance support functions. This is a hands-on varied role, with you taking responsibility for the charity's adherence to all regulations, applicable laws and internal policies at all times.
Key responsibilities
Finance
- Ensure all finance functions are actioned and accounting records maintained to a high standard in an accurate and timely manner
- Undertake all prime entry bookkeeping ensuring all income and costs have been appropriately approved and correctly recorded
- Reconcile income received via platforms such as JustGiving, Stripe etc
- Maintain Gift Aid records, prepare and submit all Gift Aid claims
- Undertake credit control as required
- Process all purchase invoices and employee expense claims
- Administer all payment runs to the required frequency culminating in a weekly bank reconciliation
- Produce management accounts as required and year-end statutory accounts files for external audit review
- Prepare regular reports including, but not limited to, cashflow forecasts and funding reconciliations
- Maintain the fixed asset registers, all ledgers and control accounts accurately
- Administer the online banking portal and Barclaycard account (e.g. add/remove users, direct debits, resolve usage issues, increase limits)
- Be the first point of contact for all payroll related queries, providing accurate confidential advice and assistance as required
- Collate and distribute employee timesheets
- Administer monthly payroll through to salary and HMRC payments (including starters and leavers) in a timely and accurate manner
- Keep up to date with payroll tax legislation and implement new policies/procedures where required
- Ensure pension administration is compliant with auto-enrolment, re-enrolment and re-declaration obligations
- Administer the annual application of the Employment Allowance
- Administer payroll year end processes, which may include: P11Ds and P11d(b), confirmation of payrolled benefits, and confirmation of salary sacrifice commitments (prior to 1 April annually)
Compliance
Charity
- Maintain the charity's record with the Charity Commission
- Prepare and submit the Charity Commission annual return
- Ensure the charity remains compliant with Commission rules and its activities are aligned with its Trust Deed
Insurance
- First point of contact for insurance queries
- Administer annual office and employers' liability insurance renewal; liaise with brokers and negotiate premiums
Human Resources
- Provide day-to-day support across HR, personnel and administration
- Liaise with the management team and the charity's employment lawyer as required
- Assess employment status of new starters and guide on appropriate contract type; monitor contractor status where changes occur
- Prepare HR/personnel documentation using existing templates (reviewed annually by the employment lawyer)
- Maintain accurate and timely employee/contractor records (database and/or hard copy)
- Assist with recruitment when required
- Maintain the staff handbook
- Ensure right to work compliance
- Ensure DBS checks for tutors and confidentiality agreements are completed
- Keep up to date with employment legislation and support policy/procedure updates with external legal support
Administration
- Monitor shared inboxes and respond to routine student/parent queries, particularly during busy periods
- Update student records accurately and confidentially
- Follow up student attendance and reschedule tutorials as required
- Send joining links and session reminders
- Support tutor onboarding and maintain DBS/admin compliance records
- Support schools during admissions periods by providing up-to-date programme information
Person specification
- AAT qualified or qualified by experience, with at least five years' relevant experience within finance, HR and compliance
- Charity or education sector knowledge advantageous but not essential
- Minimum 3 years proven payroll processing experience, including SSP, maternity/parental leave, sickness, annual leave, P60, P11Ds and pension auto enrolment
- Integrity, discretion, and ability to handle confidential information
- Tactful, diplomatic, approachable, and able to deal assertively with a range of people
- Excellent IT, administration and communication skills (written and verbal) with strong attention to detail
What we offer
- Part-time hours: Monday to Friday, 5 hours per day (25 hours per week), with the option to increase hours as the role develops
- Training support and a handover period provided by current support providers (in-person attendance in Sherborne required initially)
- Salary: c£22,000 - c£28,000 for a 25-hour week depending on experience (£35,000 - £45,000 FTE based on a 40-hour week)
- Fully remote working after the initial training/handover period
- Auto-enrolment employer pension contribution
- Option to make additional pension contributions through salary sacrifice
- 25 days holiday plus bank holidays (based on a 5-hour working day)
- Enhanced sick pay
Equal opportunities: Our client welcomes applications from all sections of the community and is committed to building an inclusive workplace.
