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Corporate Social Investment Manager

Wirtschaft & Fundraising
Dienstort Amersham
Dienstverhältnis Vollzeit
Veröffentlicht am 28.03.2024

Barnett Waddingham

We are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. We aim to continue our growth by recruiting talented and committed individuals that have the desire to learn and develop. We strive to employ staff who share our values and can bring special skills – enhancing the service that we provide to our clients.

At Barnett Waddingham, we are currently recruiting a new opportunity for a Corporate Social Investment Manager to join our Workplace Services hub, within the Central Operations business area. This is an exciting opportunity to help develop and deliver our strategic and operational experience activities and responsibilities.

CSI is the overarching approach for improving the social, environmental, and economic well-being of the communities around our local office locations or society at large. We empower our people and others to act with respect towards our environment and others less fortunate and offer levels of quality support to our communities and charities through our donations and volunteering. We work collaboratively with local and national charitable organisations and initiatives, developing positive partnerships to help others achieve their positive impact goals. Therefore, we remain principled in our ethical approach of our business commitments to environmental and economic responsibilities.

This will be a Hybrid role and based in ideally our Amersham office, however London, Birmingham, Liverpool, Guildford, Cheltenham, Bristol and Leeds will be considered.


Driving Engagement in all areas of CSI work, including internal and external communications and developing relationship with key stakeholders, charities and sustainability partners and local initiative partners across our office location network in UK.

Lead development of our CSI Strategic planning and annual implementation plans.

Creating monthly, quarterly, and annual reports to ensure impact and improvements achievements are shared with key stakeholder/s, providing enablement success against strategic plan and annual action schedules.

Holds regular 1:1 meetings with all team members to discuss workloads, client matters, internal communications etc. and lead weekly huddle meetings.

Host PDRs with each direct report.

Ensures standard operating processes, manuals, induction process and team charters are reviewed regularly, managed, and maintained.

Lead and develop the CSI Committee to ensure our focus, development and achievements are delivering to improve the lives of others, whilst helping to support our employee value proposition and engagement of our colleagues.

To ensure all CSI activity and budget allocation records are kept efficiently and accurately.

Ensure firmwide and annual charity events are planned and delivered to best practice and high impact in support of nominated charity, coordinating assistance from other CSI members.

Annual review and continuous improvement of our CSI offering including Volunteering, Matched Funding and Fundraising activities.

Overview management of monthly finance report against CSI records.

To lead our CSI Coordinators with direction on best practice of fundraising, developing relationships with local charities, reporting processes and initiatives.

Coordination and hosting of CSI monthly calls, setting agenda and allocation of actions.

To arrange annual CSI Coordinator meetings/training events, set agenda, venues, and invitations. To engage with nominated charity or key speaker for introduction or training set.

Support the Environmental and Sustainability Coordinator in development of strategic projects and business solutions to help achieve firmwide goals and objectives in sustainability successes.

Create and develop internal key stakeholder relationships.

Support, Implement and Maintain Information Security procedures and activities in accordance to Barnett Waddingham’s Information Security Policy


Degree educated or demonstrable suite of skills, knowledge and understanding of corporate social responsibilities.

Membership or affiliation with professional body or network.

Significant Corporate Social Responsibility work experience in private sector/professional services experience across CSR areas (charity and community, volunteering, and fundraising, environmental and sustainability, inclusive networks etc.)

Experience in CSR engagement campaigns.

Excellent communication skills including in-person, written and presentation delivery.

Advanced people engagement management, with positive influencing skills.

Experience in line management and development of others.

Demonstrable understanding of strategic and operational planning.

Strong skills in Microsoft Office.

Experience of using platform database systems.

Benefits Summary

Competitive discretionary annual bonus.

Core benefits paid for by BW including life assurance, group income protection, private medical cover and 25 days holiday per year with holiday trading.

A generous pension scheme where we contribute 8% of your salary from day one of your employment.

Employee Assistance Programme to support you and your family through any concerns or challenges you may experience.

A comprehensive range of voluntary benefits to suit your life stage and lifestyle including a tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, extension of private medical cover or life assurance to family members, gym membership, travel insurance and a broad range of discounts at hundreds of retailers including supermarkets, fitness centres, travel and leisure companies.


If you have a disability, learning difficulty, medical condition, or individual need, which you believe may affect your performance during our selection process, we’ll be happy to make adjustments to our processes to enable you a fair opportunity to showcase your skills.

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