CRM & Data Officer (Fundraising & Compliance)
HorseWorld Trust — Bristol
"Discover Horses, Discover Yourself™”
At HorseWorld, we believe in the power of horses to change lives.
For over 70 years, we’ve rescued, rehabilitated and rehomed horses, ponies and donkeys in need. Today, that work reaches further—through our Discovery programme, we partner rescued horses with children and young people who are struggling in mainstream education, helping them rebuild confidence, connection and a sense of possibility.
We are growing our impact, and with that comes the need for strong foundations.
Behind every donation, every supporter, every horse and every young person we reach, there is data we must be able to trust.
This role sits at the heart of that.
The Role
We are looking for a CRM & Data Officer to take ownership of HorseWorld’s supporter data and CRM system—ensuring it is accurate, compliant and actively enabling our fundraising to grow.
This is a pivotal role within our fundraising team. You will be the person who makes sure our systems work, our income is correctly recorded and reconciled, and our data is handled with care and integrity.
You will work closely with fundraising and finance colleagues, and with the CEO, to ensure that our data not only meets regulatory requirements, but supports better decisions, stronger relationships and increased income.
This is not just about maintaining data.
It’s about making it useful.
Key Responsibilities
CRM & Data Management
- Own and manage HorseWorld’s CRM system, ensuring data accuracy, integrity and usability
- Act as system administrator and lead on any future development or upgrades
- Produce reports and insights to support fundraising performance and decision-making
- Support colleagues to use the CRM effectively through guidance and training
Data Protection & Compliance
- Work with the CEO to ensure compliance with GDPR and relevant fundraising regulations
- Act as a key point of contact for data protection queries and audits
- Maintain clear processes, documentation and staff understanding of data responsibilities
Fundraising Operations & Financial Reconciliation
- Reconcile all fundraising income through the CRM with the Accounts team on a monthly basis
- Ensure all income streams (online platforms, standing orders, events, etc.) are accurately recorded and monitored
- Support fundraising activities and events with data and financial processes
Gift Aid
- Manage and improve Gift Aid processes to ensure efficiency and compliance
- Submit accurate monthly claims and maintain robust records
- Ensure readiness for HMRC inspection at all times
Lottery Administration
- Record and monitor lottery income
- Complete required returns to the Gambling Commission
- Ensure compliance with all relevant regulatory requirements
About You
You are someone who takes pride in getting things right.
You are naturally organised, detail-focused and comfortable working with data, systems and processes. You understand that accuracy matters—not just for compliance, but because it underpins trust, income and impact.
You are equally comfortable working independently and as part of a team, and you bring a practical, problem-solving mindset to your work.
You don’t just keep systems running—you look for ways to make them better.
Experience & Skills
Essential
- Experience working with CRM systems and managing data accurately and systematically
- Strong Excel and IT skills
- Experience in administrative roles involving finance and/or donor data
- Confidence in reconciling income and producing reports
- Ability to manage multiple priorities and meet deadlines
- Strong attention to detail and analytical thinking
Desirable
- Experience in a fundraising or charity environment
- Knowledge of Gift Aid and charity income processes
- Experience with Beacon CRM or similar systems
- Understanding of GDPR and data protection requirements
Personal Qualities
- Aligned with HorseWorld’s values: Caring, Collaborative, Proactive, Adaptable, Inclusive
- A collaborative team player who builds strong working relationships
- A proactive problem-solver with a “can do” attitude
- Comfortable taking ownership and working with minimal supervision
- Motivated by the impact of our work with horses and young people
Why This Role Matters
Every donation we receive, every supporter we engage, and every programme we deliver relies on data being accurate, compliant and usable.
In this role, your work will directly support:
- the growth of our fundraising income
- the strength of our supporter relationships
- and ultimately, the number of horses and young people we can help
It’s a role with real responsibility—and real impact
Key Details
Salary: £30,000 per annum, plus benefits
Hours: 35 hours per week (Monday-Friday)
Location: HorseWorld Trust, Whitchurch, Bristol (hybrid working considered)
Application Details
To apply for this role please complete the application form. This role is subject to a DBS check, and you will be required to provide proof of your right to work in the UK. We are a Safer Recruitment organisation and this is mandatory.
Applications to be sent to:
Jen Dreux, HR Officer, HorseWorld, Delmar Hall, Keynes Farm, Staunton Lane, Whitchurch, Bristol BS14 0QL
Deadline for receipt of applications: Monday 13 April.
