Job title: Finance Operations Officer
Contract: Permanent Full Time
Reference: CK697
Based in: Hybrid working, Kings Hill base
Department: Finance Operations
Hours: 35 hour per week
Grade: B
Salary: £21,930 per annum


We have an opportunity for you to join our team as our Finance Operations Officer for the Charities Aid Foundation (CAF) You will be an integral part of the team of our award winning team, which executes complex daily trades on behalf of our donors in a fast paced environment along with the accurate allocation of all incoming monies.

Our International Head office is based in Kings Hill, Kent where you will initially be based full time for training with the aim for hybrid working from home once fully competent in the role.

You will join us on a full time, permanent basis working Monday to Friday, 35 hours a week. Working hours are 9am to 5pm with an hour for lunch.
At CAF you will be joining a workforce who are passionate about accelerating society’s progress towards a fair and inclusive future for all. We are people focused, driven by innovation and together, we are building a great and safe great place to work

In return for joining as our Finance Operations Officer you will receive:
• Salary £21,930
• 24 days holiday plus bank holidays
• Excellent – on-going training programme
• Excellent pension scheme
• Private Health care cover(Cash Plan)
• Life assurance
• On-going learning and development
• Annual flu vaccination
• Employee Assistance programme to support your health and wellbeing
• CAF volunteering day

As our Finance Operations Officer your key responsibilities will include:
• Communicating effectively and clearly with the Private Client team, other internal customers and external parties to provide exceptional customer service through the prompt and accurate processing, preparation and/or recording of:
• all investment transactions, including settlement, for:
• purchases
• sales
• transfers
• dividends and interest
• v) gifts of shares, including CREST transfers
• Monitoring incoming investment instructions to ensure trades are routed to correct 3rd party quickly and efficiently
• Deal effectively with enquiries and tasks from internal customers including timely and effective responses and actions in respect of shared team mailboxes and CRM tasks
• Perform first line checks on all investment instructions to ensure they are compliant with CAF policy in all areas
• Allocating all bank receipts accurately and in line with KYC requirements and ensuring the prompt resolution of issues that arise
• Investigating and resolving differences in settlement amounts & dividend payments through independent problem solving, escalating to Senior Officer/Team Leader having completed an investigation with rationale
• Reconciliation of control and suspense accounts, ensuring the prompt resolution of issues arising and liaising proactively with other departments for speedy resolution of queries
• preparation of tax refund claims to HMRC accurately and ensure correct tracking
• calculation and processing of manual fees accurately
• Assist in full recording of all tasks linked to Key Performance Indicators
• Undertake training in new processes and methods, showing an ability to adapt easily and acquire new knowledge in order to carry out BAU
• To be proactive in the suggestion and development of new work processes and procedures, assisting with the implementation of solutions
• Able to communicate articulately to a high level whether verbal or written communication
• Taking ownership of work items and overseeing their resolution, ensuring high standards of quality are met
• General administration tasks as required

Skills required of our Finance Operations Officer:
• Previous experience of working in a finance environment
• Logical thinker that uses initiative
• Excellent level of numeracy
• Strong Microsoft word/excel experience
• Excellent attention to detail

Interested in joining us as our Finance Operations Officer and being part of an organisation who are people focused and are “Together Building Opportunity”. If yes, apply today, we would love to hear from you.
Please use the apply button/send your CV to humanresources@cafonline.org quoting reference number CK697

If this method of applying is not possible, please contact a member of the HR team on 03000 123 566 to discuss how we can support you to apply.


Please note we endeavour to reply to everyone, but it is not always possible. If you have not heard from us within two weeks of your application, please assume in this instance we have not been able to progress