The Money Charity is the national financial capability charity. We enable people across the UK to stay on top of their money, helping them live happier and more positive lives as a result. We are a friendly, dynamic and supportive team who are all passionate about helping people to manage money well. Come and work with us!

Vacancies: We currently have several freelance vacancies and two roles based in our office. Details below.

* Please note – we request no contact from recruitment agencies or sales. *


Training Officer (Part-Time)

Job Title: Training Officer (Part-time – 3 days per week)

Location: London – Clapham

Salary Details: £22,000 – £25,000 pro-rata, dependent on skills and experience. Additional benefits include 25 days holiday (pro-rata), bank holidays (pro-rata), plus 3 further discretionary days between Christmas and New Year when the office closes. Flexible working hours and holiday purchase/buy back scheme. Generous 10% employer pension contribution after probationary period.

Job Details: The Money Charity is the national financial capability charity which helps people across the UK stay on top of their money to help them live happier and more positive lives as a result. A core strand of the charity’s offering works to help adults build the skills, knowledge, confidence and behaviours to manage their money well. We do this by delivering workshops, consultancy, and distribution of our Money Manual. The charity also works with commercial organisations to promote best practice deliver financial education to their staff & customers.

Reporting to the Head of Adult & Industry Programmes, the Training Officer will be responsible for the delivery of non-profit and commercial money workshops as well as marketing and promotion of products & services. The role will have responsibility for all aspects of the administration and delivery of our adult programmes. This is a varied role which will provide an excellent opportunity for the applicant to work within an innovative charity and the chance to really make an impact.

Role Description:

  • Member of the Adult & Industry team at a UK-wide financial capability charity which helps people develop the skills and confidence to manage their finances well;
  • Personally delivering money workshops in a wide variety of settings;
  • Responsible for the coordination and expansion of The Money Charity’s training workshop programme with adults;
  • Marketing & promotion of adult workshops and other services to commercial and not-for-profit organisations;
  • Working closely with the Fundraising, Comms & Marketing and Policy & Research support functions to expand opportunities;
  • Building and maintaining relationships with a large range of people & organisations;
  • Day-to-day management of freelance training delivery consultants, including evaluation and performance management;
  • Developing and maintaining the workshop materials and resources for adults;
  • Coordination of workshop impact evaluation;
  • Supporting the delivery of projects and consultancy in partnership with the Head of Adult & Industry Programmes;
  • Representing The Money Charity at events and meetings as necessary;
  • Supporting the entire range of Adult & Industry programmes with varied tasks as required;
  • Participating in the corporate life of The Money Charity.

Applicant Requirements:


  • An excellent communicator, effective across multiple delivery channels to a range of recipients;
  • Excellent organisational skills – able to work independently, managing their own workload effectively, and work under pressure;
  • Demonstrable ability to coordinate projects and explain their benefits to external audiences;
  • Experience in delivering training materials to a wide variety of audiences;
  • Experience with promotion, sales, or marketing of products and/or services;
  • Practical knowledge of personal finance and related fields;
  • Willingness to travel within the UK to deliver workshops, including some evenings/weekends, and occasional overnight stays;
  • Self-motivated and able to take initiative to deliver tasks;
  • A flexible approach to work – able to respond to additional requirements which may be required;
  • Ability to work with a team;
  • A positive and credible attitude to money/financial capability.


  • A good understanding of issues relating to adult money management and financial capability;
  • Experience of developing training packages, including written supporting resources;
  • Ability to maximise the use of , and stick within, a budget;
  • Previous experience with managing people;
  • Educated to degree level;
  • Comfortable working with a variety of online platforms including CRM, Evernote, Trello, and similar tools;
  • Passionate about the cause; keen to work with people and empower them to be financially capable.

Closing Date: 31st October 2018 We may close the process if a suitable candidate is identified before the closing date.

Application Details: Interviews will take place in late October and early November. Preferred start date as soon as possible. To apply, please email a CV to Due to the high number of expected applicants we will not be able to contact those who we do not shortlist. We will not be taking applications via agencies for this role.


Financial Capability Consultant (Freelance)

Job Title: Financial Capability Consultant (Freelance) – Covering The Midlands, North-West, Yorkshire & Humber

Accountable To: Head of Community & Workplace Programmes

Role Objectives:

Direct Delivery – deliver financial education and wellbeing programmes on behalf of The Money Charity (TMC) to diverse audiences including community groups, vulnerable people, and employees.

Consultancy – support TMC consultancy engagements through production of financial capability content, learning resources, and review of client content.

Marketing & Promotion – identify leads for sales & promotion of TMC products & services; represent TMC at local forums, conferences, and working groups to promote TMC charitable objectives, products, and services.


  • Representing TMC, upholding the charity’s mission, vision and reputation;
  • Establishing and maintaining positive relationships with clients and host organisations;
  • Delivering TMC’s adult workshops (face-to-face & webinar) to a high standard in line with established quality criteria, creating a non-judgemental environment for learning;
  • Effectively engaging participants by presenting workshops in a clear, concise, creative and engaging manner;
  • Supporting TMC with the evaluation of workshops;
  • Promoting and marketing workshops to relevant organisations (both fee paying and not for profit) and assisting TMC to secure bookings;
  • Delivering consultancy projects allocated based on client needs and consultant capabilities, working with other consultants and staff of TMC to complete projects as required;
  • Staying up-to-date with financial products, current events, news and issues to ensure knowledge base for delivering workshops is sustained;
  • Raising brand awareness of TMC and promote the charity’s resources;
  • Committing to attending training, meetings and events which are relevant to the delivery of TMC’s products and services;
  • Providing feedback to TMC on workshops in an honest and timely manner.


  • Demonstrable experience delivering adult training to diverse audiences, dealing with participant questions, and managing challenging behaviours
  • Demonstrable experience developing adult training including slides, activities, and handouts
  • Deep knowledge of adult financial topics including savings, budgeting, debt, and financial products
  • Previous experience with identifying potential leads and promoting products and services
  • Demonstrable consultancy experience within the financial services, training, financial capability, or other sectors (examples could include developing new training programmes, reviewing and providing feedback on marketing collateral, or development of policies and procedures)
  • Genuine personal interest in acquiring and sharing financial capability knowledge and experiences with diverse client groups
  • Comfortable working with basic technology including PC/Laptop, Email, Outlook, and websites


  • Previous experience in financial capability, debt advice, or other money advice related area
  • Previous experience delivering training via webinar and other digital channels
  • Experience promoting products and services at conferences, fairs, and events


  • Travel of up to 100 miles one-way may be required in some regions. All travel will be agreed and booked in advance with all expenses covered.
  • This role requires an enhanced DBS certificate (costs of this will be covered by The Money Charity.)

Closing Date: 31st October 2018

Application Details: Phone interviews will take place in late October and early November 2018. Successful candidates from the phone interview stage will be asked to attend an in-person interview, including a presentation, w/c 26th November in one of the following locations:  Leeds, Birmingham, Nottingham, Manchester, Liverpool. To apply, please email a CV to


Finance & Administration Officer

Location: London – Clapham

Salary Details: £20,000 - £23,000 p.a. + benefits depending on experience. Additional benefits include 10% non-contributory pension, 36 days holiday (including public holidays and 3 days between Christmas and New Year when the office closes). Part-time considered (min.30 hours/week), with pro-rata salary and holidays. Flexible working and flexible annual leave scheme available.

Job Details: The Money Charity is the national financial capability charity which helps people across the UK stay on top of their money to help them live happier and more positive lives as a result. We provide financial education, information and advice to young people and adults throughout the UK through workshops and training. We also work with the financial services industry and undertake policy and communications work on relevant issues.

The Finance & Administration Officer will support the Finance & Operations Manager in a range of financial and administrative duties and be responsible for ensuring our office in Clapham runs smoothly. Together this team of two are responsible to the Chief Executive for all financial and governance matters of the charity, including production of management accounts, management of accounts receivable and payable, payroll and VAT, as well as HR administration, IT, office management and general administration.

The applicant should have excellent organisational, administrative and interpersonal skills. Confidence with numbers, including with spreadsheets, is required. Experience as either a book-keeper, finance assistant or office manager is desirable.  The applicant must be able to deliver tasks to an agreed timescale and have the ability to manage their own workload, as well as working as part of a team. They must be flexible as the role is varied, and may change as the activities of the charity develop. The applicant should have enthusiasm for supporting our small team to deliver the charity’s aims and objectives.

The position reports to the Finance & Operations Manager. However, the Finance & Administration Officer will also work with other staff in support of their projects, such as assistance with workshop bookings and management of orders of our products. The role could suit someone relatively new to the workforce, keen to learn and gain experience in a financial role, such as a new graduate, or someone with more experience and the right skills.

Role Description:

  • Supporting the Finance & Operations Manager with financial work, including :
  • Book-keeping, using Quickbooks Online
  • Payroll– preparing payroll spreadsheet and processing  (using Iris Payroll), managing pensions contributions and auto-enrolment and other pensions documentation
  • Creating invoices for our products and services
  • Managing accounts payable and accounts receivable
  • Dealing with external suppliers on accounts matters arising
  • Preparing analyses and other documents, primarily in Word and Excel, including analysis of expenses, letters to suppliers, petty cash expenditure etc Dealing with payments received through our website (Paypal), Gift Aid, and correct coding for VAT as the charity is VAT-registered
  • Sorting incoming financial mail, such as remittance advices, accounts payable and donor cheques, and ensuring these are dealt with as appropriate
  • Ensuring all financial procedures are maintained including appropriate sign-offs, confidentiality etc
  • Maintaining spreadsheet records of orders for our products, such as our Student Money Manual. Creating and emailing invoices as needed and arranging packing and despatch of orders. Reconciling income from website and invoices to orders spreadsheet and Quickbooks. Following up queries and liaising with other staff
  • Assistance with day-to-day IT matters arising
  • Assistance with some HR and organisational matters, such as preparing employee contracts, recruitment administration, annual leave, onboarding, staff records on our online HR system, and Health & Safety administration
  • Assistance with administration of Board meetings including arranging meetings, photocopying Board packs etc
  • Providing administrative support to the Chief Executive and other team members, including, for example, administering workshop bookings, arranging printing or copying of training materials, taking and arranging deliveries and preparing packs for workshops. Taking responsibility for other relevant pieces of work as appropriate
  • Responsible for timely production of various operational and management information
  • Responsible for ensuring the administrative needs of the office are supported, including:

o    Gate-keeping telephone calls and emails, and handling them appropriately

o    Meeting and greeting visitors, arranging refreshments

o    Monitoring and ordering stationery, office equipment and other office facilities, such as water and printer ink, to ensure there are always adequate provisions and equipment is working

o    Booking travel and meetings

o    Keeping the office and kitchen tidy and clean during the day

  • Participating in the corporate life of The Money Charity

Applicant Requirements:


  • A degree qualification
  • Excellent financial, organisational and administrative skills
  • Excellent interpersonal skills
  • Ability to work with numbers, including confidence with spreadsheets
  • Ability to work with MS Outlook, Word, Excel and PowerPoint
  • Able to manage their own workload effectively and work under pressure
  • Able to be self-motivated and take initiative to deliver tasks
  • A flexible approach to work – able to respond to additional requirements as needed
  • Ability to work with a team
  • A willingness to learn and develop in the role


  • Book-keeping experience, preferably with Quickbooks Online
  • Payroll experience, ideally using Iris Payroll
  • Experience of office work
  • An interest in the charity sector and financial capability

Closing Date: Applications will close when the required number of high-quality applications have been received.

Application Details: To apply for the role, please email a CV and covering letter (no more than 1 page A4 ) explaining how you are suitable for this role (this should include how you meet the essential & desirable requirements and why you want the role) to Due to the high number of expected applicants, we will not be able to contact those who we do not shortlist.