Estates & Compliance Officer

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• THF_30.06_Application_Form_2025
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Please apply online via the link provided.

Please note, we do not accept CVs. Please fully complete the on-line application form.

Estates & Compliance Officer

• The Heath Family Trust
• Full time, 37 hours
• Salary: MAT 5 (SCP 11 £28,142 – SCP 17 £31,022)

We are looking to appoint a dedicated Estates & Compliance Officer to provide administrative and operational support to the Trust Infrastructure function. The Estates and Compliance Officer will be responsible for maintaining accurate records, supporting compliance management processes, coordinating contractor documentation and assisting with the effective operation of the Trust’s estates systems.

The postholder will play a key role in ensuring statutory compliance records, project information, quotations, purchase orders and operational documentation are maintained accurately and efficiently.

The role will support the Trust Estates Manager and Infrastructure team in delivering effective estates, compliance and IT services across the Trust.

Key Responsibilities:

• Compliance Administration
• Administer and maintain the Trust's compliance management systems, including iAM Compliant.
• Upload and maintain statutory inspection reports, certificates and compliance documentation.
• Monitor compliance actions and deadlines, ensuring appropriate follow-up takes place.
• Maintain accurate records relating to statutory compliance activities.
• Support the preparation of compliance reports and information requests.
• Assist in ensuring schools maintain accurate compliance documentation.
• Contractor and Supplier Administration
• Maintain contractor records and documentation.
• Ensure contractor insurance, qualifications and safeguarding information are current.
• Coordinate contractor onboarding documentation where required.
• Maintain approved contractor and supplier records.
• Assist with obtaining quotations and supporting procurement activities.

Operational Support:

• Provide administrative support to the central Infrastructure Team and the wider central team as required.
• Assist with scheduling inspections, servicing and maintenance activities.
• Coordinate meetings, site visits and contractor appointments.
• Support schools with operational administration relating to estates and compliance matters.
• Assist in monitoring completion of operational actions and projects.

Financial Administration

• Raise and process purchase ordersin accordance with Trust procedures.
• Monitor and maintain records relating to estates expenditure.
• Assist with invoice reconciliation and contract administration.
• Support budget monitoring activities asrequired.
• Maintain records relating to quotations and approved works.

Systems, Reporting and Record Management:

• Maintain accurate electronic and paper filing systems.
• Prepare routine reports and performance information.
• Produce compliance, contractor and project tracking reports.
• Ensure records are retained in accordance with Trust policies and statutory requirements.
• Support the development and improvement of administrative processes.

Customer Service and Communication:

• Act as a professional first point of contact for schools, contractors and external stakeholders.
• Respond to enquiries and requests for information in a timely manner.
• Build positive working relationships with school staff and operational teams.
• Support effective communication between schools and the central estates function.

General Responsibilities:

• Promote and uphold the Trust's values and ethos.
• Ensure compliance with safeguarding, GDPR, health and safety and Trust policies.
• Participate in training and professional development activities.
• Undertake any other duties commensurate with the grade and responsibilities of the post

The postholder will be required to travel to any schools within The Heath Family (NW). Flexibility

may occasionally be required to support operational priorities.

This job description is not necessarily a comprehensive definition of the post. It will be reviewed at intervals, and it may be subject to modification or amendment at any time after consultation with the holder of the post.

Application closing date:

Wednesday 29th July 2026

Shortlisting Date

Thursday 30th July 2026

Interview Date: W/C 3rd August 2026