Operations and Finance Manager and Heritage Trust

Position

Operations and Finance Manager

8 Bridge Lane, Perth, PH1 5QP
(Hybrid - 50/50 split)

Chief Executive Officer and Board of Trustees

£36,000 - £40,000 FTE (£14,400 - £16,000 pro rata)

Part Time / 0.4

FTE (0.6

FTE Considered)

Perth and Kinross Heritage Trust (PKHT) is seeking a highly organised and dependable Operations and Finance Manager to oversee the smooth and compliant running of the organisation, lead financial administration, and strengthen governance and operational systems. This trusted, hands‑on role is central to ensuring the stability, efficiency and long‑term sustainability of the Trust as it works to preserve, promote and enhance the built heritage of Perth and Kinross.

PKHT is an independent charity dedicated to conserving and promoting the historic environment of Perth and Kinross. Through innovative projects in archaeology, historic building conservation, traditional skills training and public engagement, the Trust connects people with their heritage while supporting regeneration, placemaking and community wellbeing.

Over the past three decades, PKHT has established itself as a trusted expert and advocate for heritage, delivering high‑quality projects in partnership with local authorities, funders, community groups and national bodies. With a reputation for impact and innovation, the Trust is entering a new phase of development and is looking for a new senior staff member who can combine vision with practical knowledge to build on this success.

This is a senior operational role at the heart of the organisation. As Operations and Finance Manager, you will ensure the smooth, compliant and efficient running of the Trust. You will oversee financial administration, governance processes, office systems and organisational compliance, acting as a trusted operational partner to the CEO and a key liaison for trustees, staff and external advisers. In addition, the position provides excellent hybrid flexibility, designed to support a healthy work–life balance while maintaining strong team collaboration.

This is a hands‑on role suited to someone who enjoys autonomy, responsibility and variety — and who thrives on being the operational anchor within a small organisation. You will be responsible for:

• Support the CEO and Trustees in maintaining strong governance, compliance and organisational oversight.
• Coordinate Board and committee processes, including papers, minutes and action tracking.
• Maintain statutory records and ensure compliance with OSCR, Companies House and key regulatory requirements.
• Oversee organisational policies (GDPR, safeguarding, health & safety, risk register) ensuring they remain up to date.
• Provide HR administration support including contracts, onboarding and staff records, liaising with external providers as needed.
• Oversee day‑to‑day financial administration, working closely with external accountants and advisers.
• Support invoice, payment and payroll processing, and post transactions to Xero/accounting systems.
• Assist with budget monitoring, financial reporting to the Board, and annual budgeting processes.
• Liaise with accountants and auditors as required.
• Oversee smooth day‑to‑day office operations and digital systems.
• Manage tenant arrangements for the Trust‑owned Library Lodge.
• Maintain effective document management systems and oversee office suppliers and service contracts.
• Manage and triage the main charity inbox and provide administrative support to staff and Trustees.

• Experience in operations, finance or organisational management within a small organisation, charity or professional services environment.
• Strong hands‑on financial administration experience (e.g. bookkeeping, budget monitoring).
• Experience managing office systems and administrative workflows.

• Highly organised with excellent attention to detail.
• Financially literate and confident using accounting software.
• Ability to manage multiple responsibilities independently and…