This vacancy has now closed

Top job! Trust Finance and Operations Manager

  • Part time
  • Circa £60,000 pro-rata
  • Hybrid: Edinburgh
  • Closing 6th October 2025


  • Advertised from 29th September 2025
  • Salary dependent on experience. Permanent. 21 hours per week over three or four days per week.

Role

At Aberdeen Group Charitable Trust, we recognise that people need help at life’s key milestones, whether they’re entering the workforce, coping with money worries or navigating key transition stages later in life. Our funding model aims to deliver practical support to people across the UK, supporting their financial wellbeing and education.

The emphasis of our funding is on getting support directly to those who need it through creating partnerships with local organisations, offering hands-on programmes that tackle barriers relating to employment, and building financial resilience. Through this support, the Trust aims to empower people to build resilience, gain meaningful employment, and take control of their financial future.

About the role

This position plays a vital part in managing the Trust’s financial and investment strategies, policies and activities, and holds responsibility for the Trust’s internal operations.

Working closely with the Head of Social Impact Strategy and the Board of Trustees, you will ensure the charity has appropriate and effective financial management procedures and be responsible for the financial integrity and efficiency of the Trust.

The Trust holds an investment portfolio of approximately £100m from which our charitable work is funded, and a pivotal part of the role will involve liaising with and overseeing the appointed investment manager including monitoring and reporting on portfolio performance.

Being part of a small team, you will also complete the day-to-day detail of the Trust’s financial activity, from paying out grants to creating management accounts. The post holder will work closely with colleagues both within the Trust as well as more widely across the Aberdeen Group – the charity’s sole member is Aberdeen plc and the postholder will report into the group team to consolidate the Trust into the plc accounts.

Key Responsibilities

Finances

  • Oversee and administer the Trust’s finances, including overall responsibility for the Trust’s accounts.
  • Maintain and improve strategies, systems and policies for finance, investment and administration.
  • Overall responsibility of the Trust’s investment portfolio of approximately £100m including liaising with the Trust’s appointed investment manager and custodian.
  • Report into the Aberdeen plc group finance team to consolidate the Trust’s position.
  • Manage and action the Trust’s day-to-day financial activity relating to cashflow, charitable giving, investments and other transactions.
  • Develop and monitor the budget, including producing regular management accounts and analysis, and other financial reports as required by the trustees.
  • Produce clear papers and report as required into the Board of Trustees.
  • Prepare the Trust’s annual report and accounts and manage the external audit, and input into the plc accounts and audit as required.
  • Ensure legislation and recommended best practice for charitable companies is understood and implemented.

Operations

  • Review and create strategies and policies in relation to operations, including agreements with charity partners and external suppliers (in partnership with Aberdeen Group’s legal and procurement teams).
  • Provide updates on and ensure adherence to best charity governance practices.
  • Ensure annual returns are filed with company and charity regulators.
  • Co-ordinate the Trust’s risk management framework and maintain the charity risk register. Ensure all identified mitigations, e.g. insurances, are in place.
  • Line manage the Operations Officer who will support with financial and operational administration.

About the Candidate

The ideal candidate will possess the following:

  • A qualified chartered accountant with significant and senior experience in financial management, including monitoring and reporting on investment portfolios, and communicating the Trust’s financial position to trustees.
  • You’ll be comfortable working both strategically and hands-on, with a strong grasp of charity governance, financial reporting, and compliance.
  • You’ll have excellent communication skills, the ability to build effective relationships with both trustees and colleagues, and a proactive approach to improving systems and processes.
  • Experience of working within a corporate foundation and/or a passion for working within the charitable sector, would be highly desirable.

Application notes

Please visit our website and then on the apply button to complete the process by 11.59pm on Monday 6th October 2025.