Careers with Prism the Gift Fund

Salary: £40,000 - £45,000 per annum
Role: Full Time, permanent.
Location: Marylebone, London, W1

We are looking for an experienced Senior Finance Manager to support our CEO and key stakeholders with a high-quality finance service in this new role within our small yet growing team. The successful candidate will have experience of hands-on accounting practice within the Charity Sector and the ability to explain complex financial information to members of the team at varying levels as well as promoting financial accountability.

The Organisation:

Prism the Gift Fund (Prism) increases giving to charity by offering a personal service to those donating large sums of money. We are a registered charity working with high net worth individuals, foundations and groups of donors to administer their charitable giving. Our growing team is a talented team of exceptional colleagues who are professional, dynamic and hard working. In March 2018, Prism the Gift Fund won the MPF Award for Management Excellence 2018 for ‘Best Philanthropy Engagement’.

Responsibilities:
• Reporting directly to the CEO, the Senior Finance Manager role will be critical in ensuring all appropriate financial processes and controls are in place
• Managing the Finance team and supporting them to provide a high quality financial service function
• Training and developing the Relationship Managers on all financial aspects and ensuring full compliance with Charity Commission regulations
• Providing financial reporting which is both accurate and adds value strategically
• Managing SAGE and ensuring all client reports are accurate
• Oversight and input into the preparation of quarterly VAT returns and VAT invoices for Prism and associated organisations
• Oversight and input into the preparation of quarterly statements and gift aid tax statements for clients
• Management of all financial input into the individual client software system including the updating and monitoring of client balances
• Partnering with external stakeholders to ensure all annual accounts are submitted
• Oversight of Prism's investments - recording all investment information, liaising with asset managers, managing paperwork for new investments and gifts of assets etc

The Candidate

This is a fantastic opportunity for someone who has strong inter-personal skills and can get the processes and controls working smoothly. We are looking for someone talented and engaging, with a positive attitude to work who can quickly develop the team towards a high quality financial service function. You will be highly organised, conscientious and process driven with the ability to create a focus on the monthly finance timetable and financial controls. This is a role for someone who is passionate about financial leadership and enjoys working as part of a small team.

• Educated to degree level or equivalent
• Highly numerate
• Excellent communication and interpersonal skills with the ability and confidence to communicate effectively at all levels and with a diverse range of stakeholders
• Experience of working with confidential or sensitive data with knowledge of how to communicate and store information safely
• Focused with meticulous attention to detail and proven ability to undertake tasks required to a high level of accuracy
• Extremely organised with the ability to work under pressure, use initiative and manage multiple priorities to meet deadlines
• Experience of managing bespoke databases and maintaining records and filing systems accurately
• Excellent computer skills being proficient in Microsoft Office and other software tools for managing a variety of internal processes
• Knowledge and understanding of the Charity Sector
• Previous experience of Sage accounting system
• Leading accountancy qualifications desirable but not essential

If you are interested in this opportunity, please send a CV and covering letter to Alison via alison@prismthegiftfund.co.uk

Please provide evidence of your ability to match the criteria outlined in the role competencies and ensure your cover letter includes details of your latest salary and notice period.

Salary: £35,000 - £42,000

Location: London, W1

We are looking for a self-motivated individual with exceptional communication skills, energy, dynamism and a determination to develop and grow the client base of Prism the Gift Fund. With potential for growth in this role, the successful individual will also have the opportunity to build and manage their own portfolio of High Net Worth clients.

The organisation:

Prism the Gift Fund (Prism) increases giving to charity by offering a personal service to those donating large sums of money. We are a registered charity working with high net worth individuals, foundations and groups of donors to administer their charitable giving. Our growing team is a talented team of exceptional colleagues who are professional, dynamic and hard working. In March 2018, we won the MPF Award for Management Excellence 2018 for ‘Best Philanthropy Engagement’.

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The Role:

Prism offers the unusual opportunity to work with both the charitable and private sectors, in particular law firms, accountancy firms and private banks. We are a niche organisation that offers clients the high level of service that they expect in the private sector while fulfilling charitable goals.

Reporting to the CEO, the Relationship Development Manager will be a key player in securing and maintaining income from High Net Worth donors. You will cultivate and steward philanthropy prospects through networking events, one to one meetings and other opportunities to represent Prism and talk passionately about what we do. This role has significant potential for growth and you will also have the opportunity to generate your own portfolio of HNW donors who you will personally manage and administer their giving.

You will work closely with the CEO and the Relationship Manager team to continue to identify new opportunities and help shape the culture and strategic direction of Prism.

The Candidate:

* You will be a natural relationship developer with excellent communication skills and a determination to identify opportunities and represent Prism

* You will be self-motivated and highly organised with the ability to work autonomously and take ownership for your own workload and schedule

* A sharp thinker with a proven track record of delivering income against agreed targets and timescales (this may be from either the charity or private sector)

* You will be an instinctive and ambitious individual who is happy working with high-powered contacts and understands the relevance of Prism and it’s expertise for their philanthropy

* You will be a confident speaker both on the phone and at events and will relish the opportunity to promote Prism and communicate with ease the technical details of what we do

* A good understanding of the level of service required by HNW individuals in the private sector and a passion for delivering exceptional donor stewardship

* An understanding of the charity sector would be an advantage but is not essential

Closing date: 26th October 2018 Please send a covering letter and CV to alison@prismthegiftfund.co.uk

**Please note this position has now been filled, thank you for your interest*** 

 

Are you looking to progress your career in the charity sector? Prism is looking for someone with strong numerical skills to join our small but growing team at our offices in Marylebone. The role has been newly created to support the work of the Collective Fund team at Prism with data processing, along with other administrative tasks. For more details and the job description, please click here .

Deadline for applications is the 27th of October, but we may move this forwards if we find the right candidate. Please send your CV and a cover letter showing how you match the job description to alison@prismthegiftfund.co.uk

We are hiring! An exciting opportunity for an experienced Administrator and Coordinator to Foundations to join our dynamic and growing team at our offices in Marylebone. We are looking for an experienced Administrator and Coordinator to support our CEO and Senior Relationship Manager with the financial administration of our individual clients. The successful candidate will be a self-starter with excellent numeracy and administrative skills and will also have responsibility for the relationship management of some of our Foundations clients. For more details on the job description please click here. If you are interested in this opportunity, please send a CV and covering letter to Alison Merchant -  Alison@prismthegiftfund.co.uk

Administrator and Coordinator to Foundations

Prism the Gift Fund

Role: Full time

Location: Marylebone, London, W1

We are looking for an experienced Administrator to support our CEO and Senior Relationship Manager with the financial administration of individual clients at Prism the Gift Fund. The successful candidate will be a self-starter with excellent numeracy and administrative skills and will have responsibility for the relationship management of some of our Foundations clients.

The Organisation:

Prism the Gift Fund (Prism) increases giving to charity by offering a personal service to those donating large sums of money. We are a registered charity working with high net worth individuals, foundations and groups of donors to administer their charitable giving. Our growing team is a talented team of exceptional colleagues who are professional, dynamic and hard working.

Administrator Responsibilities:

• Providing administrative support to donors (often managing simultaneous requests from different clients)
• Liasing with and supporting our internal team to ensure all donations are processed and recorded efficiently
• Raising donations on our internal banking system
• Ensuring that all donor compliance is met and robust checks and balances are in place
• Monthly book keeping and organisation of client accounts
• Full diary management for the CEO
• Maintenance of office systems including processing of quarterly statements, filing, meeting and greeting clients, answering the telephone, collecting and managing incoming post and drafting timely replies to incoming correspondence.

Co-ordinator to Foundations Responsibilities:

• Managing the relationship between Prism and a number of Foundations clients
• Tracking all planned donations and raising them on our internal banking system
• Liasing with a number of different charities as well as the Trustees of the Foundations to communicate on all donations
• Producing timely reports for Charites when requested
• Preparing and planning board meetings and agendas.
• Taking professional minutes and ensuring that all agreed actions are followed up and monitored effectively
• Ensuring income and expenditure is maintained monthly across different clients
• Acting as the main point of contact and liaison to the Trustees for a number of Foundation clients

The Candidate

This is a fantastic opportunity for someone who is hands-on and excited to be working in a dynamic and entrepreneurial organisation. We are looking for someone who is versatile and willing to be flexible for this key role within our growing business.

• Educated to degree level or equivalent
• Significant experience in an Administrator role or similar, with the capacity to pro-actively determine and deliver a complex and broad programme of work
• Excellent communication and interpersonal skills with the ability and confidence to communicate effectively at all levels and with a diverse range of stakeholders
• Experience of working with confidential or sensitive data with knowledge of how to communicate and store information safely
• Focused with meticulous attention to detail and proven ability to undertake tasks required to a high level of accuracy
• Extremely organised with the ability to work under pressure, use initiative and manage multiple priorities to meet deadlines
• Experience of managing bespoke databases and maintaining records and filing systems accurately
• Strong numerical ability
• Excellent computer skills being proficient in Microsoft Office and other software tools for managing a variety of internal processes
• Previous experience of Sage accounting system desirable
• Knowledge and understanding of the Charity Sector (desired but not essential)

If you are interested in this opportunity, please send a CV and covering letter to Alison Merchant or apply via the link below.

https://jobs.theguardian.com/job/6674676/administrator-and-co-ordinator-to-foundations/

Relationship Manager

Prism the Gift Fund

Role: Full Time, permanent.

Location: Marylebone, London, W1

Prism the Gift Fund (Prism) increases giving to the charity sector by offering a personal service to those donating large sums of money. We are a registered charity working with high net worth individuals, foundations and groups of donors to administer their charitable giving.

Our growing team is a talented team of exceptional colleagues who are professional, dynamic and hard working. On 7 March 2018, we won the MPF Award for Management Excellence 2018 for ‘Best Philanthropy Engagement’.

We are looking for a Relationship Manager to join our small Collective Funds team in order to help manage various diverse and exciting accounts within Prism. The successful candidate will be a fast learner with strong attention to detail, numeracy and administration skills. You will have the ability to successfully build and maintain relationships with clients and will be looking for the opportunity to gain experience of working for a dynamic and constantly evolving charity.

Responsibilities:

• Managing key collective fund clients for Prism
• Administering clients’ finances, including but not limited to managing book-keeping, reconciliation, cash flow, banking, making payments, and providing donation summaries and statements.
• Ensuring prompt, clear, and compelling communications with clients
• Conducting due diligence to ensure all clients’ activities abide by the UK charitable law and the Charity Commission’s regulations
• Assisting in development of effective strategies to steward collective fund clients
• Monitoring and recording donations into clients’ funds
• Working closely with the processing and compliance team to ensure a high level of service delivery
• Working collaboratively on the growth strategy for Prism
• Monitoring and assessing project reports from grantees and clients
• Dealing with all third-party service providers as and when necessary

The Candidate

This is a fantastic opportunity for a detail-oriented person who has strong inter-personal and excellent administrative skills. We are looking for someone talented and engaging, with a positive attitude to work who can integrate quickly and work closely with the rest of team in delivering the most efficient and high-quality service to our clients.

You will be highly organised, conscientious and process driven with the ability to work well within a changing regulatory framework to ensure client compliance with charitable law. This is a role for someone with strong numeracy and administrative skills who is passionate about gaining a thorough understanding of the charitable sector and making a difference.

• Educated to degree level or equivalent
• Highly numerate
• Excellent communication and interpersonal skills
• Comfortable working with confidential or sensitive data with knowledge of how to communicate and store information safely
• Focused with meticulous attention to detail
• Extremely organised with the ability to work under pressure, use initiative and manage multiple priorities to meet deadlines
• Previous administrative experience and comfortable handling administration for a number of diverse accounts
• Team player
• Excellent computer skills, being proficient in Microsoft Office and other software tools for managing a variety of internal processes
• Knowledge and understanding of the Charity Sector desirable
• Previous experience of Sage accounting system desirable but not essential

If you are interested in this opportunity, please send a CV and supporting letter to Alison Merchant by email or via our online advertisement.

Applications close on 28th March 2018.