Grants and Learning Manager Maternity Cover

We are seeking a Grants and Learning Manager for a period of one year to cover the incumbent’s maternity leave.

Grants and Learning Manager 

Maternity Cover

21-28 hours per week, flexible

Salary up to £30,000 pro rata, based in central York with some travel.

You can download this job pack as a pdf or continue reading below.

Thank you for your interest in the role of Grants and Learning Manager at Friends Provident Foundation, an independent charity that makes grants and uses its endowment towards a fair, resilient and sustainable economic system that serves people and planet. We connect, fund, support and invest in new thinking to shape a future economy that works for all.

Below is the information pack about the post that we hope it will encourage you to apply:

  • The advertisement for the job;
  • Job description;
  • Person specification;
  • Data privacy notice

For more information about us, check out our website and our most recent annual report (2019-20). 

To apply, please submit your CV together with a covering letter outlining your fit for the role and contact information for two referees, by 12 noon on Wednesday 15th December 2021 to:

Please note, we will always acknowledge receipt of your application. Interviews will be held week commencing Monday 17th January 2022.


About Us

Friends Provident Foundation is an independent charity that makes grants and uses its endowment towards a fair, resilient and sustainable economic system that serves people and planet. We connect, fund, support and invest in new thinking to shape a future economy that works for all.

We’re a catalyst for wider change, making an impact through continuous experimentation and shared learning. And we do all we can to embody the change we want to see. We invest in great social enterprises, and use our money in line with our values.

Tomorrow, we’ll continue to fund more new thinking, connect new ideas, invest our capital in line with our aims and values and create better systems so that in the future, the economy will serve both people and planet.

What are we looking for?

We are looking for an experienced project manager to become our Grants and Learning Manager (maternity cover). This role will help support relationships with the many organisations we currently fund. You will help assess proposals, review projects and maintain close links with our partners. You will also support the development and implementation of our learning strategy.  You can find out more about how our grants process works here:

You will need to have demonstrable project management experience, be sharply analytical, highly organised, have excellent written and verbal skills and a commitment to addressing fundamental social issues. Experience and understanding of the ‘not for profit’ sector is essential. Knowledge and understanding of ethical issues relating to financial systems or the economy would be an advantage. Balancing the ability to work independently with effective teamwork will be key to success at the Foundation.

The post is based in York and is flexible with regards to the balance of home or office-based working. The post holder would be expected to travel within the UK from time to time and attend quarterly Trustee meetings in London. The post is for 3-4 days per week; flexible working arrangements are available.

If you share our values and ambitions and are interested in joining our enthusiastic and friendly team  download the application pack or contact us at:

We welcome applicants from all age groups and backgrounds and are committed to flexible working arrangements. We are a Living Wage employer.

Deadline for applications: 12noon on Wednesday 15th December 2021

Job Description

Key Responsibilities

There are six areas of responsibility with an emphasis on financial oversight and broader systems integration and learning functions. The areas are as follows:

  1. Management of grants and non-grant support

  • Directly manage a flexible proportion of the Foundation’s portfolio of grant supported projects;
  • Work with the Grants Manager and other staff to oversee the entire portfolio, working in line with the Foundation’s own terms and conditions of support and policies, the wider legal framework and best practice principles within the sector;
  • Develop relationships with the organisations supported by the Foundation, to assist them in achieving their goals and to develop their organisations
  • Convene and participate in project advisory groups in relation to grants under management, chairing as necessary;
  • Quality assure all external project outputs, and assist with dissemination activities, including hosting events if appropriate;
  • To develop and maintain the Foundation’s proposal assessment, grant management records and social investment records, including databases, email, electronic and paper project files to an auditable standard;
  • To identify risks and report these directly to the board, and manage the Foundation’s exposure to potential reputational damage;
  • To report to the Trustees, periodically, on individual project progress and on progress in achieving the Foundation’s programme objectives, as requested by the Director;
  • To make judgements and take independent decisions on grant relationships, maintaining a strategic overview of the work of grantees;
  • To develop and embed new approaches, strands of work and cross cutting areas of interest to achieve broader Foundation ambitions;
  • To play an active part in considering issues arising from the Foundation’s work and commitments, including researching and write one-off papers for consideration by the Director and/or the Trustees.

2.  Proposal assessment/proposal process

  • To lead on managing the outline application process – developing and supporting the Programme Advisory Group (PAG), performance management of PAG members, consulting with staff internally and overseeing the process through which decisions are made;
  • To liaise with applicants, potential applicants, supported organisations and unsuccessful applicants in support of the Foundation’s objectives;
  • To maintain the Foundation’s systems for proposal assessment and grant management, in line with current good practice and any relevant legislation;
  • To assess and make judgements on individual proposals to the Foundation in line with the Foundation’s grant-making policies and procedures;
  • To prepare clear, concise and timely assessment reports on individual proposals for consideration by Trustees and to co-ordinate portfolio-level reporting;
  • To present assessment decisions at Trustee meetings.
  1. Financial management

  • To ensure the Foundation’s financial and other resource commitments are communicated and deployed as determined by Trustees by constructing grant/ support offers and other contractual correspondence;
  • To authorise grant-related and other payments in accordance with the Foundation’s policies and procedures and within authorisation levels determined by Trustees;
  • To liaise with the Foundation’s Office Manager, Finance and Operations Manager and accountancy services regularly on grant payments and maintenance of electronic and paper files and records;
  • To give input to the preparation of statutory returns and the Foundation’s annual report.
  1. Implementation and management of the Learning and Reflection Strategy

  • To implement new processes for integrating learning into the grant set up process and oversee their integration into the wider grants management system;
  • To create a learning framework to shape the delivery of this strategy and support its use;
  • To oversee the communication of the outcomes of this work to Trustees;
  • To support the development of outputs from this work – including but not limited to reports, synthesis work and broader communications outputs (blogs, social media work, events) in collaboration with the Communications Manager;
  • To support the development of metrics for understanding the impact of FPF funding.
  1. Deputising for the Grants Manager and providing support for the Director

  • To deputise for the Grants Manager, in terms of overseeing the management of the grants portfolio, the management of contractors and freelance staff, reporting to Trustees and representing the Foundation, when required.
  • To take a lead on the management of the grant application process, ensuring the smooth running of applications coming in and being processed for assessment, when required.
  • To work as a key member of the Foundation’s executive team, working flexibly and providing support and guidance to colleagues.
  • To take the opportunity to highlight relevant professional development activities and, with the Director’s permission, to access them.
  • To undertake tasks in furtherance of the Foundation’s objectives, as requested by the Grants Manager, Director or Trustees.
  1. Supporting external communications

  • To contribute to the population of the website, including content for project pages
  • To spot opportunities for social media content and support the Communications Manager in highlighting the outputs from funded projects
  • To maintain contacts and relationships with other relevant grant-making bodies, professional associations and key bodies in the public and voluntary sectors;
  • To represent, and be an effective ambassador for, the Foundation externally;

Personal Specification

(E) Essential
(D) Desirable

Experience and Knowledge

  • At least two years of autonomous project management (including financial and relationship management) (E)
  • At least two years experience of work in the voluntary sector (E)
  • Experience of assessing proposals against criteria (E)
  • Critical appraisal of new ideas, projects and approaches using a variety of methods including financial, text and research (E)
  • Experience of learning and evaluative approaches (D)
  • Understanding of civil society (E)
  • Grant Management experience (D)
  • Research Management experience (D)
  • Network Development/convening (D)
  • Practical knowledge of the financial system; social enterprises and structures in the UK or internationally. (D)

Skills and Aptitudes

  • Critical thinking skills (E)
  • Excellent written and verbal communications skills (E)
  • Financial management skills (literacy, numeric)
  • Highly developed administrative skills (E)
  • Ability to prioritise own work (E)
  • Excellent IT skills (E)
  • Able to work well with people of different cultures, nationalities and levels of seniority (E)
  • Ability to work under pressure and meet deadlines (E)
  • Ability to write for a broader audience (D)
  • Social media management (D)

Other requirements

  • Identification with and sympathy for the aims and values of Friends Provident Foundation (E)
  • Self-motivated, pro-active (E)
  • Team player (E)
  • Ability to think creatively (E)
  • Flexibility of working practices (E)
  • Ability to travel within the UK on occasion (E)

Terms and Conditions of Employment

This is a temporary (one year) part-time role for Friends Provident Foundation, located at its York offices. The Foundation fully supports flexible working and will consider proposals for meeting the 21 -28 hours we expect the post to require. Any offer made will be subject to the receipt of satisfactory references. The appointment will be confirmed, subject to a satisfactory three-month probationary period. It is a requirement of all staff to be familiar with the Foundation’s policies.

How to Apply

Please submit your CV together with a covering letter outlining out your fit with the role and person specification, and contact information for two referees, by 12 noon, Wednesday 15th December 2021 to:


Helen Adcock

Friends Provident Foundation



If you would like an informal discussion, please contact Abigail Gibson, Grants Manager,

We plan to hold interviews during the week beginning Monday 17th January, 2022.


Privacy Notice

What we collect and why

When you apply to us for a job role you will be providing personal data about yourself, through which you can be identified. We have written this notice to let you know how we will handle and protect your information.

Information which may be collected during a recruitment process, may include:

  • Name
  • Your work, education and training history
  • Contact information including email address, postal address and phone number
  • Contact information for your referees
  • Any other personal information which you choose to give us relating to your application
  • Notes made by the selection panel during shortlisting and the interview process


We require this information in order to review your application, undertake and support the recruitment process, and communicate to you the decisions and outcomes of that process.

The General Data Protection Regulation 2018 (GDPR) sets out that we are required to have a lawful basis for processing your data. In this instance we are processing your data under ‘legitimate interests’ specifically to support our recruitment process and applicants, as outlined above.

We store this information on our office IT systems, including cloud-based directories and email system, and in paper-based files. We retain information for unsuccessful applicants for a period of 6 months following the completion of the recruitment process, to enable us to provide feedback, address any other queries, or disputes. After a period of 6 months we will delete your data.

For any concerns you have about our use of data, please contact:

Data Protection Lead: or on 01904 629675. You can also contact the Data Protection Regulator, the Information Commissioner’s Office (ICO):