Advice volunteer volunteer roles in wallington, surrey

Who they are

Citizens Advice Richmond is a local charity that has helped the people of Richmond since 1940. They offer generalist advice on any issue and specialist debt advice. Citizens Advice Richmond is a member of the national Citizens Advice service, a network of around 300 local advice centres.

The role: What will you do?

● Complete an induction for your role.

● Maintain an awareness of how the local Citizens Advice is operating.

● Plan the board meetings, including the dates and the agenda, with the Company/Charity Secretary and the Chief Officer.

● Read papers for board meetings and attend six board meetings per year.

● Facilitate the trustee board meetings by leading the meeting, ensuring that agenda items are discussed, enabling all members to contribute their views and take part, and seeking clarification where necessary.

● Ensure that decisions and actions taken at board meetings are carried out.

● Ensure that the board decisions are made within the remit of the Citizens Advice membership agreement, governing documents, and policies.

● Monitor attendance and commitment of all trustees.

● Provide or arrange training or support for trustees if needed.

● With other trustees and the Chief Officer, recruit a trustee board with a diverse range of skills, experience, and knowledge, with an aim to promote trusteeship to underrepresented groups that represent the community.

● Ensure that all trustees receive an induction and the training needed for them to fulfil their role.

● Be proactive in recruiting successors to key positions such as Chair, Treasurer, etc.

● Arrange or provide support and supervision for the Chief Officer, including an annual appraisal.

● Together with the Treasurer, ensure proper management and control of local Citizens Advice finances.

● Together with the Chief Officer, represent the local Citizens Advice in relationships with funders or potential funders, at local events, and in the community.

● Work together with all trustees to ensure that the board can:

♦ Set policy and strategy direction, set targets, and evaluate the performance of Citizens Advice Richmond.

♦ Monitor the financial position of Citizens Advice Richmond, ensuring that it operates within its means and objectives, and ensuring there are clear lines of accountability for day-to-day financial management.

♦ Monitor whether Citizens Advice Richmond complies with its governing document and meets the required standards.

♦ Seek the views of all sections of the community and monitor how well the service meets the needs of the local community.

♦ Ensure the service plans for the recruitment and turnover of staff and volunteers.

♦ Review their own work and how effectively they operate, including action for improvement.

♦ Work on specific projects to further the strategic objectives of Citizens Advice Richmond.

What’s in it for you?

● Make a positive impact for people in your local area by ensuring the local Citizens Advice is sustainable and meeting the needs of the community.

● Meet people and build relationships with trustees, staff, and other volunteers.

● Build on your governance, leadership, and strategy skills.

● Increase your employability.

And they will reimburse expenses too.

What do you need to have?

You’ll need to:

● Understand the type of work undertaken by a local Citizens Advice.

● Understand and accept the responsibilities and liabilities as trustees.

● Be non-judgmental and respect views, values, and cultures that are different from your own.

● Have a good basis of leadership skills.

● Be able to facilitate and lead meetings.

● Have good interpersonal skills.

● Have good listening, verbal, and written communication skills.

● Be able to exercise good independent judgment.

● Have good numeracy skills to understand accounts with the support of the Treasurer.

● Be willing to learn about and follow the Citizens Advice aims, principles, and policies, including confidentiality and data protection.

● Be willing to undertake training in your role.

How much time do you need to give?

You will need up to one day a week for the regular activities, but this will vary. Trustee boards usually meet in the evenings, and you’ll likely need to give 12-15 hours per year to attend these. Sub-committees meet quarterly and a further 4-6 hours per year are required for these.

Valuing inclusion

Their volunteers come from a range of backgrounds, and they particularly welcome applications from disabled people, people with physical or mental health conditions, LGBT+ and non-binary people, and people from Black Asian Minority Ethnic (BAME) communities

We are looking for up to 3 Trustees to join our Board at Citizens Advice Tandridge District to support and develop our strategic priorities as the organisation works to ensure it can help as many clients as possible at a time when they need us most.

Who we are

Citizens Advice Tandridge District is a local independent charity that provides information and advice to help people resolve their problems, including benefits, debt, employment, housing and so on. We provide free and independent advice to help people solve the difficulties they face, and improve the policies and practices that affect peoples’ lives.

The role

Citizens Advice Tandridge District is seeking a dedicated and enthusiastic individuals who can bring energy, enthusiasm and commitment to the role, and broaden the diversity of thinking on our board.

This is a fantastic opportunity to make a real difference to the lives of people in our community in Tandridge.

We are seeking dedicated and passionate individuals who preferably, but not essentially, have expertise in Human Resources, and Fundraising.

As a Trustee, you will play a pivotal role in shaping the strategic direction of our organisation, offering guidance and support to our small team of staff and volunteers and most importantly the people in our community. We are looking for individuals who are committed to making a positive impact and who bring valuable skills and insights to help us achieve our mission and ensure the sustainability and growth of Citizens Advice Tandridge District

We are committed to developing a diverse and inclusive Board of Trustees that reflects the communities we serve. We believe that increasing the diversity of our board will enhance our ability to deliver meaningful and effective services.

We particularly encourage applications from people who are currently underrepresented on our board, including individuals from communities of colour, disabled people,those with physical or mental health conditions, LGBTQIA+ people, and individuals with diverse gender identities. We welcome candidates from all socioeconomic backgrounds and value the perspectives and experiences they bring.

Who they are

Citizens Advice Richmond is a local charity that has helped the people of Richmond since 1940. They offer generalist advice on any issue and specialist debt advice. Citizens Advice Richmond is a member of the national Citizens Advice service, a network of around 300 local advice centres.

The role What will you do?

● Complete an introduction for your role.

● Maintain an awareness of how the local Citizens Advice is operating.

● Read papers for board meetings and attend six board meetings per year.

● Work on specific projects with other trustees or staff within the local Citizens Advice to further the strategic objectives of the local Citizens Advice.

● Provide support and assistance to the Chair and the Chief Officer in carrying out their responsibilities, acting as a ‘critical friend’ and sounding board.

● Take on specific responsibilities delegated by the Chair, e.g., supporting new trustees with their induction.

● Carry out the Chair’s duties in their absence, with the acknowledgment of the board as being capable and suitable to do so.

● Be prepared to take over as Chair in the near future.

● Be open to approaches, where appropriate, from other trustees about the work or judgment of the Chair. The Vice Chair will then discuss any issues arising with the Chair or National Citizens Advice.

● Take an active role in discussions during board meetings and work with other trustees to:

● Set policy and strategy direction, set targets, and evaluate the performance of the local Citizens Advice.

● Seek the views of all sections of the community and monitor how well the service meets the needs of the local community.

● Ensure that the service plans for the recruitment and turnover of staff and volunteers.

● Review their own work and how effectively they operate, including action for improvement.

The Salusbury World advice team have been successfully helping clients to navigate welfare benefits, immigration problems, housing support and to find work for 20 years. 70% of our clients require an interpreter. 

We particularly need interpreters to support our Arabic-speaking clients.

Some appointments take place virtually and some are face-to-face appointments, usually in the London borough of Brent. 

Your main tasks will be to: 

*offer clear independent interpreting of the client’s issue and responses from the advice worker to the client. 

*support clients from a variety of Arabic-speaking countries, many with almost no English.

Experience of interpreting is desirable but not essential. You need a warm personality and an ability to build a rapport with people quickly, a high standard of English, and a non-judgemental and supportive approach.

Commitment: this is an irregular commitment, as and when needed. It is likely to be 2 or 3 hours per month but may be less.

We offer induction training, support and reimburse travel costs. 

Join Our Board of Trustees and Help Drive Positive Change!

Are you passionate about making a difference in people’s lives? Do you thrive in a team environment and want to give back to the community where you live, work, or study?

We are a local charity dedicated to providing social welfare advice, information, and support through our incredible team of staff and volunteers. We are now seeking two new Trustees to join our board and help guide our organisation forward.

Last year, we:

✅ Assisted over 15,000 clients in finding solutions to their challenges

✅ Addressed over 37,000 separate issues for those in need

✅ Secured nearly £2 million in additional income to support people during the cost-of-living crisis

Who We’re Looking For

We welcome applicants from all backgrounds and communities across Cheshire West—your age, background, origins, or health conditions are not barriers. We actively seek diverse perspectives to better serve our community.

We are particularly interested in individuals with:

�� Experience in digital and AI solutions implementation
�� Expertise in volunteer engagement
�� A strong commitment to our mission, enthusiasm, and a supportive approach

However we welcome applications from people from all backgrounds, skills and experience including lived experience.

What’s Involved?

As a Trustee, you will:

�� Attend at least five board meetings per year (in-person and remote, often in the evenings)

��Participate in one annual trustee development day

��Have opportunities for further involvement in shaping our work

This is a voluntary role, but all reasonable expenses will be reimbursed. Volunteering does not affect state benefit entitlement.

If you’re ready to play a key role in shaping the future of our organisation, we’d love to hear from you! 

Have you been volunteering with RNIB for at least 6 months? Would you like to share your experiences as a volunteer? You can play a key role to help us shape our understanding of volunteer expectations and the way in which we can meet and exceed them. You'll meet with the volunteering team and other advisory council members to provide advice and opinion based on your experience to inform development of our work. This role is available to current active RNIB volunteers only. Volunteers can only serve one term on the council to allow a wide variety of representation.

The role: Our scholars are eager to meet graduates and professionals who can support them in achieving their ambitions. Mentors are mainly responsible for providing support and career advice to pupils. Mentors must also be committed to supporting us at our events, which take place in the evenings and on Saturdays throughout the term. These events include our scholar enrichment days, our parent and pupil information sessions and our volunteer social events which are held in London. 

Availability: Mentors must be available for approximately 2-3 hours a month to meet with their mentee, and discuss via phone, email or in person. There is a minimum commitment of one year (three terms).

In addition to this, you will need to support a minimum of 2 events throughout the year. Enrichment and skill-building events for our scholars usually take place in the evenings and at weekends, with events ranging from 2-8 hours in length.

Location: Mentoring sessions and events can take place online or in person.

Responsibilities: 

• Working collaboratively with parents to give students guidance and advice on how to achieve their aspirations

• Informing pupils of opportunities to them so that they can achieve their aspirations

• Meeting with pupils for one to one mentoring sessions

• Supporting pupils with university, sixth form or job applications

• Monitoring and reporting on each pupils progress

• Giving feedback to parents and programme coordinators

• Working collaboratively with other tutors and mentors

• Supporting at events including:

  • Collaborate effectively with other volunteers within the events team

  • Assist with setting up and clearing up at events

  • Support workshop facilitators with managing groups of young people or parents

  • Assist with the coordination of lunch or refreshments for attendees

  • Assist the event coordinator with ensuring the health and safety of attendees and overall risk management at events

  • Give feedback to the event coordinators and programme managers at the end of each event.

Person specification:

• Be passionate and committed to tackling educational inequality

• Enjoy working with children and young people

• Be educated to a minimum of degree level or equivalent

• Possess strong communication skills both written and verbal

• Be punctual and organised

• Be able to remain calm under pressure

• Have excellent time management skills

Would you like to support people who have served in the Armed Forces? You don’t need a military background, just some spare time occasionally, and an ability to get on with people from diverse backgrounds and age groups. If so, this could be the role for you.

What is a Helper?

SSAFA Helpers provide support to local SSAFA branches, so that the service to veterans and their families can run smoothly. Perhaps you could help out at an event, take care of some office admin, or give a talk about SSAFA?

Why do we need you?

We’ve been supporting the Armed Forces community since 1885. Our clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like the Falklands or Afghanistan.

There are SSAFA branches throughout the UK and overseas who support local volunteers to deliver services to veterans, serving personnel and their families. Some branches are divided into smaller divisions to ensure the best local service delivery. Each branch has a team of volunteer caseworkers, support volunteers, executive roles, and fundraisers.

We have peak times throughout the year when we need extra volunteers. Whether you enjoy organising behind the scenes or being out meeting the public, we need people who can offer some time on a flexible basis.

When would you be needed and where would you be based?

This role will suit you if you are looking to volunteer on a flexible basis as and when you are available, and we need extra help. You may be based in an office, at home, or out and about at events.

What would you be doing?

• Helping at public events by staffing stalls, stewarding etc
• Helping to distribute Christmas hampers to clients.
• Giving talks about SSAFA to schools and local groups
• Helping with office tasks like stuffing envelopes, ordering marketing materials

The remit of this role may change over the next 12-18 months depending on the outcome of a trial currently being undertaken.

What could you gain from this volunteering role?

• Support people in your community with a military background
• Support and friendship from your local SSAFA branch and the wider SSAFA community
• Experience that you can highlight on your CV and in job interviews.
• Better physical and mental health – studies show that volunteers live longer and experience lower levels of stress and depression!

What training and support would you receive?

• Mandatory on-line training modules to complete at home, so you are up to date on how to keep clients, their families safe and personal information safe.
• Local induction
• Reimbursement of out-of-pocket expenses
• Volunteers will be covered by SSAFAs Public Liability Insurance whilst carrying out the role.

What are we looking for?

• Friendly and approachable people with a cheerful attitude
• Good spoken English
• Ability to represent SSAFA and its values to potential clients, their families, other agencies, potential volunteers and potential funders.
• Ability to keep within the boundaries of the role with regards to safeguarding, giving advice etc.
• Reliable attitude, keep appointments, update the branch regarding your availability.
• Ability to maintain confidentiality and keep information safely.
• Access to transport if needed for your role.

We welcome volunteers of all backgrounds, abilities, races, sexual orientations, socio-economic backgrounds, and faiths and none. SSAFA are committed to making reasonable adjustments to support volunteers with disabilities to have access to the same opportunities and experiences as volunteers who do not.

Minimum Age: 18

Safer Recruitment: SSAFA undertakes a systematic approach and utmost care at every step of the process of volunteer recruitment, selection, and retention to ensure that those recruited are suitable and appropriate. Measures taken at points along this journey work together to make volunteering at SSAFA a positive and safe experience.

References Required: Yes. We will ask for two character references, this can be a former employer or someone that know you well (other than a relative)

Is a criminal record check required? No

Would you like to support people who have served in the Armed Forces? You just need the ability to listen, strong IT skills and good written and spoken English. If you think this could be the role for you, we’d love to hear from you.

What is a Caseworker?

Caseworkers visit clients to work out what type of support they need. You will listen without judgement to assess and provide tailored support to help those serving, who have served and their families to navigate life in and beyond military service. Some examples of support are securing funding for special equipment for someone with a disability, adaptions to a property so an older client can remain at home or funds for a rental deposit. Caseworkers also sign-post clients onto specialist local services for advice on benefits, housing, mental health, debt, finding work etc.

Why do we need you?

We’ve been supporting the Armed Forces community since 1885. Our clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like the Falklands or Afghanistan. We’d love the general public to understand what we do and how they can help us.

There are SSAFA branches throughout the UK and overseas who support local volunteers to deliver services to veterans, serving personnel and their families. Some branches are divided into smaller divisions to ensure the best local service delivery. Each branch has a team of volunteer caseworkers, support volunteers, executive roles, and fundraisers.

Volunteer Caseworkers are the lifeblood of SSAFA, supporting a growing number of people in need of financial, practical, and emotional support. Clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like Iraq or Afghanistan.

When would you be needed and where would you be based?

The essential part of the role is visiting clients, so you will need access to a vehicle or another way to travel to meet clients at home or in a care home setting. As part of your local branch, you might have access to an office, but you can complete the administration part of the role from home as long as you have access to IT equipment and the internet.

What would you be doing?

• Contacting beneficiaries and arranging to meet them at a mutually convenient time.
• Meeting beneficiaries and completing a form to assess their circumstances, using good communication skills, empathy and understanding.
• Sign-posting clients onto local services providing specialist advice.
• Applying for funding on the behalf of the beneficiary through a specific process and system  
• Arranging for the purchase of goods and services
• Keeping the beneficiary informed of their case progress.
• Liaise with the branch and regional office, regarding your availability.
• Keeping up to date with training and SSAFA news so that you are best able to support clients.
• Being a positive ambassador for SSAFA remembering that anyone you meet could be a potential client, volunteer, or fundraiser.
• Volunteering within the standards and values of SSAFA
• Adhering to SSAFAs policies and procedures at all times, including safeguarding, volunteering policy, equality, diversity and inclusion, health and safety, data protection and confidentiality.  

What can you gain from this volunteering role?

• Use your skills, knowledge, and life experience to benefit others.
• Support from your local SSAFA branch and the wider SSAFA community
• Experience, training, and skills that you can highlight on your CV and in job interviews.
• Better physical and mental health – studies show that volunteers live longer and experience lower levels of stress and depression!

What training and support would you receive?

• Role specific training to prepare you for your voluntary role – confidentiality and boundaries, personal safety, caseworker training, and caseworker IT system training. The caseworker training takes 3 days and a further half a day for the other training.
• Mandatory on-line training modules to complete at home, so you are up to date on how to keep clients, their families safe and personal information safe.
• Access to a range additional e-learning courses as well as local opportunities for your personal and professional development.
• Local induction including assigning a person from the team who will be your main point of contact.
• Regular opportunities to meet and share best practice with other caseworkers.
• Range of support from central and regional volunteer operations team.
• Reimbursement of out-of-pocket expenses
• Volunteers will be covered by SSAFAs Public Liability Insurance whilst carrying out the role.

What are we looking for?

• Friendly and approachable with good listening skills, patience, and a positive attitude.
• Good communication skills both written and verbally.
• Respectful and non-judgemental approach with beneficiaries, their family, other agencies and SSAFA colleagues
• Willingness and ability to use IT systems for initial and on-going training and to enter cases on the Casework Management System. Willingness and ability to send and receive emails – you will receive your own SSAFA email address which you will be required to use when exercising your role.
• Ability to make enquires on behalf of beneficiaries by phone, email, letter or by filling in forms.
• Ability to keep within boundaries of the role with regards to friendship or giving advice
• Reliable, prompt and trustworthy.
• Access to public transport or a car to travel to appointments with clients.

We welcome volunteers of all backgrounds, abilities, races, sexual orientations, socio-economic backgrounds, and of all faiths and none. SSAFA are committed to making reasonable adjustments to support volunteers with disabilities, so they have access to the same opportunities and experiences as volunteers who do not.

Minimum Age: 18

Safer Recruitment: SSAFA undertakes a systematic approach and utmost care at every step of the process of volunteer recruitment, selection, and retention to ensure that those recruited are suitable and appropriate. Measures taken at points along this journey work together to make volunteering at SSAFA a positive and safe experience.

References Required: Yes. We will ask for two character references, this can be a former employer or someone that know you well (other than a relative)

Is a criminal record check required? Yes, this is provided by SSAFA at no cost to the potential volunteer. This role requires an enhanced check (including checks against the children and adults barred list)

*A disclosure certificate that contains convictions, cautions, warnings, reprimands, or other information may not automatically mean that you are not able to volunteer. All certificates will be reviewed on a case-by-case basis and, where possible, a modified or alternative role will be offered. 

Would you like to support people who have served in the Armed Forces? You just need the ability to listen, strong IT skills and good written and spoken English. If you think this could be the role for you, we’d love to hear from you.

What is a Caseworker?

Caseworkers visit clients to work out what type of support they need. You will listen without judgement to assess and provide tailored support to help those serving, who have served and their families to navigate life in and beyond military service. Some examples of support are securing funding for special equipment for someone with a disability, adaptions to a property so an older client can remain at home or funds for a rental deposit. Caseworkers also sign-post clients onto specialist local services for advice on benefits, housing, mental health, debt, finding work etc.

Why do we need you?

We’ve been supporting the Armed Forces community since 1885. Our clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like the Falklands or Afghanistan. We’d love the general public to understand what we do and how they can help us.

There are SSAFA branches throughout the UK and overseas who support local volunteers to deliver services to veterans, serving personnel and their families. Some branches are divided into smaller divisions to ensure the best local service delivery. Each branch has a team of volunteer caseworkers, support volunteers, executive roles, and fundraisers.

Volunteer Caseworkers are the lifeblood of SSAFA, supporting a growing number of people in need of financial, practical, and emotional support. Clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like Iraq or Afghanistan.

When would you be needed and where would you be based?

The essential part of the role is visiting clients, so you will need access to a vehicle or another way to travel to meet clients at home or in a care home setting. As part of your local branch, you might have access to an office, but you can complete the administration part of the role from home as long as you have access to IT equipment and the internet.

What would you be doing?

• Contacting beneficiaries and arranging to meet them at a mutually convenient time.
• Meeting beneficiaries and completing a form to assess their circumstances, using good communication skills, empathy and understanding.
• Sign-posting clients onto local services providing specialist advice.
• Applying for funding on the behalf of the beneficiary through a specific process and system  
• Arranging for the purchase of goods and services
• Keeping the beneficiary informed of their case progress.
• Liaise with the branch and regional office, regarding your availability.
• Keeping up to date with training and SSAFA news so that you are best able to support clients.
• Being a positive ambassador for SSAFA remembering that anyone you meet could be a potential client, volunteer, or fundraiser.
• Volunteering within the standards and values of SSAFA
• Adhering to SSAFAs policies and procedures at all times, including safeguarding, volunteering policy, equality, diversity and inclusion, health and safety, data protection and confidentiality.  

What can you gain from this volunteering role?

• Use your skills, knowledge, and life experience to benefit others.
• Support from your local SSAFA branch and the wider SSAFA community
• Experience, training, and skills that you can highlight on your CV and in job interviews.
• Better physical and mental health – studies show that volunteers live longer and experience lower levels of stress and depression!

What training and support would you receive?

• Role specific training to prepare you for your voluntary role – confidentiality and boundaries, personal safety, caseworker training, and caseworker IT system training. The caseworker training takes 3 days and a further half a day for the other training.
• Mandatory on-line training modules to complete at home, so you are up to date on how to keep clients, their families safe and personal information safe.
• Access to a range additional e-learning courses as well as local opportunities for your personal and professional development.
• Local induction including assigning a person from the team who will be your main point of contact.
• Regular opportunities to meet and share best practice with other caseworkers.
• Range of support from central and regional volunteer operations team.
• Reimbursement of out-of-pocket expenses
• Volunteers will be covered by SSAFAs Public Liability Insurance whilst carrying out the role.

What are we looking for?

• Friendly and approachable with good listening skills, patience, and a positive attitude.
• Good communication skills both written and verbally.
• Respectful and non-judgemental approach with beneficiaries, their family, other agencies and SSAFA colleagues
• Willingness and ability to use IT systems for initial and on-going training and to enter cases on the Casework Management System. Willingness and ability to send and receive emails – you will receive your own SSAFA email address which you will be required to use when exercising your role.
• Ability to make enquires on behalf of beneficiaries by phone, email, letter or by filling in forms.
• Ability to keep within boundaries of the role with regards to friendship or giving advice
• Reliable, prompt and trustworthy.
• Access to public transport or a car to travel to appointments with clients.

We welcome volunteers of all backgrounds, abilities, races, sexual orientations, socio-economic backgrounds, and of all faiths and none. SSAFA are committed to making reasonable adjustments to support volunteers with disabilities, so they have access to the same opportunities and experiences as volunteers who do not.

Minimum Age: 18

Safer Recruitment: SSAFA undertakes a systematic approach and utmost care at every step of the process of volunteer recruitment, selection, and retention to ensure that those recruited are suitable and appropriate. Measures taken at points along this journey work together to make volunteering at SSAFA a positive and safe experience.

References Required: Yes. We will ask for two character references, this can be a former employer or someone that know you well (other than a relative)

Is a criminal record check required? Yes, this is provided by SSAFA at no cost to the potential volunteer. This role requires an enhanced check (including checks against the children and adults barred list)

*A disclosure certificate that contains convictions, cautions, warnings, reprimands, or other information may not automatically mean that you are not able to volunteer. All certificates will be reviewed on a case-by-case basis and, where possible, a modified or alternative role will be offered. 

Would you like to support people who have served in the Armed Forces? You just need the ability to listen, strong IT skills and good written and spoken English. If you think this could be the role for you, we’d love to hear from you.

What is a Caseworker?

Caseworkers visit clients to work out what type of support they need. You will listen without judgement to assess and provide tailored support to help those serving, who have served and their families to navigate life in and beyond military service. Some examples of support are securing funding for special equipment for someone with a disability, adaptions to a property so an older client can remain at home or funds for a rental deposit. Caseworkers also sign-post clients onto specialist local services for advice on benefits, housing, mental health, debt, finding work etc.

Why do we need you?

We’ve been supporting the Armed Forces community since 1885. Our clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like the Falklands or Afghanistan. We’d love the general public to understand what we do and how they can help us.

There are SSAFA branches throughout the UK and overseas who support local volunteers to deliver services to veterans, serving personnel and their families. Some branches are divided into smaller divisions to ensure the best local service delivery. Each branch has a team of volunteer caseworkers, support volunteers, executive roles, and fundraisers.

Volunteer Caseworkers are the lifeblood of SSAFA, supporting a growing number of people in need of financial, practical, and emotional support. Clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like Iraq or Afghanistan.

When would you be needed and where would you be based?

The essential part of the role is visiting clients, so you will need access to a vehicle or another way to travel to meet clients at home or in a care home setting. As part of your local branch, you might have access to an office, but you can complete the administration part of the role from home as long as you have access to IT equipment and the internet.

What would you be doing?

• Contacting beneficiaries and arranging to meet them at a mutually convenient time.
• Meeting beneficiaries and completing a form to assess their circumstances, using good communication skills, empathy and understanding.
• Sign-posting clients onto local services providing specialist advice.
• Applying for funding on the behalf of the beneficiary through a specific process and system  
• Arranging for the purchase of goods and services
• Keeping the beneficiary informed of their case progress.
• Liaise with the branch and regional office, regarding your availability.
• Keeping up to date with training and SSAFA news so that you are best able to support clients.
• Being a positive ambassador for SSAFA remembering that anyone you meet could be a potential client, volunteer, or fundraiser.
• Volunteering within the standards and values of SSAFA
• Adhering to SSAFAs policies and procedures at all times, including safeguarding, volunteering policy, equality, diversity and inclusion, health and safety, data protection and confidentiality.  

What can you gain from this volunteering role?

• Use your skills, knowledge, and life experience to benefit others.
• Support from your local SSAFA branch and the wider SSAFA community
• Experience, training, and skills that you can highlight on your CV and in job interviews.
• Better physical and mental health – studies show that volunteers live longer and experience lower levels of stress and depression!

What training and support would you receive?

• Role specific training to prepare you for your voluntary role – confidentiality and boundaries, personal safety, caseworker training, and caseworker IT system training. The caseworker training takes 3 days and a further half a day for the other training.
• Mandatory on-line training modules to complete at home, so you are up to date on how to keep clients, their families safe and personal information safe.
• Access to a range additional e-learning courses as well as local opportunities for your personal and professional development.
• Local induction including assigning a person from the team who will be your main point of contact.
• Regular opportunities to meet and share best practice with other caseworkers.
• Range of support from central and regional volunteer operations team.
• Reimbursement of out-of-pocket expenses
• Volunteers will be covered by SSAFAs Public Liability Insurance whilst carrying out the role.

What are we looking for?

• Friendly and approachable with good listening skills, patience, and a positive attitude.
• Good communication skills both written and verbally.
• Respectful and non-judgemental approach with beneficiaries, their family, other agencies and SSAFA colleagues
• Willingness and ability to use IT systems for initial and on-going training and to enter cases on the Casework Management System. Willingness and ability to send and receive emails – you will receive your own SSAFA email address which you will be required to use when exercising your role.
• Ability to make enquires on behalf of beneficiaries by phone, email, letter or by filling in forms.
• Ability to keep within boundaries of the role with regards to friendship or giving advice
• Reliable, prompt and trustworthy.
• Access to public transport or a car to travel to appointments with clients.

We welcome volunteers of all backgrounds, abilities, races, sexual orientations, socio-economic backgrounds, and of all faiths and none. SSAFA are committed to making reasonable adjustments to support volunteers with disabilities, so they have access to the same opportunities and experiences as volunteers who do not.

Minimum Age: 18

Safer Recruitment: SSAFA undertakes a systematic approach and utmost care at every step of the process of volunteer recruitment, selection, and retention to ensure that those recruited are suitable and appropriate. Measures taken at points along this journey work together to make volunteering at SSAFA a positive and safe experience.

References Required: Yes. We will ask for two character references, this can be a former employer or someone that know you well (other than a relative)

Is a criminal record check required? Yes, this is provided by SSAFA at no cost to the potential volunteer. This role requires an enhanced check (including checks against the children and adults barred list)

*A disclosure certificate that contains convictions, cautions, warnings, reprimands, or other information may not automatically mean that you are not able to volunteer. All certificates will be reviewed on a case-by-case basis and, where possible, a modified or alternative role will be offered. 

Would you like to support people who have served in the Armed Forces? You just need the ability to listen, strong IT skills and good written and spoken English. If you think this could be the role for you, we’d love to hear from you.

What is a Caseworker?

Caseworkers visit clients to work out what type of support they need. You will listen without judgement to assess and provide tailored support to help those serving, who have served and their families to navigate life in and beyond military service. Some examples of support are securing funding for special equipment for someone with a disability, adaptions to a property so an older client can remain at home or funds for a rental deposit. Caseworkers also sign-post clients onto specialist local services for advice on benefits, housing, mental health, debt, finding work etc.

Why do we need you?

We’ve been supporting the Armed Forces community since 1885. Our clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like the Falklands or Afghanistan. We’d love the general public to understand what we do and how they can help us.

There are SSAFA branches throughout the UK and overseas who support local volunteers to deliver services to veterans, serving personnel and their families. Some branches are divided into smaller divisions to ensure the best local service delivery. Each branch has a team of volunteer caseworkers, support volunteers, executive roles, and fundraisers.

Volunteer Caseworkers are the lifeblood of SSAFA, supporting a growing number of people in need of financial, practical, and emotional support. Clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like Iraq or Afghanistan.

When would you be needed and where would you be based?

The essential part of the role is visiting clients, so you will need access to a vehicle or another way to travel to meet clients at home or in a care home setting. As part of your local branch, you might have access to an office, but you can complete the administration part of the role from home as long as you have access to IT equipment and the internet.

What would you be doing?

• Contacting beneficiaries and arranging to meet them at a mutually convenient time.
• Meeting beneficiaries and completing a form to assess their circumstances, using good communication skills, empathy and understanding.
• Sign-posting clients onto local services providing specialist advice.
• Applying for funding on the behalf of the beneficiary through a specific process and system  
• Arranging for the purchase of goods and services
• Keeping the beneficiary informed of their case progress.
• Liaise with the branch and regional office, regarding your availability.
• Keeping up to date with training and SSAFA news so that you are best able to support clients.
• Being a positive ambassador for SSAFA remembering that anyone you meet could be a potential client, volunteer, or fundraiser.
• Volunteering within the standards and values of SSAFA
• Adhering to SSAFAs policies and procedures at all times, including safeguarding, volunteering policy, equality, diversity and inclusion, health and safety, data protection and confidentiality.  

What can you gain from this volunteering role?

• Use your skills, knowledge, and life experience to benefit others.
• Support from your local SSAFA branch and the wider SSAFA community
• Experience, training, and skills that you can highlight on your CV and in job interviews.
• Better physical and mental health – studies show that volunteers live longer and experience lower levels of stress and depression!

What training and support would you receive?

• Role specific training to prepare you for your voluntary role – confidentiality and boundaries, personal safety, caseworker training, and caseworker IT system training. The caseworker training takes 3 days and a further half a day for the other training.
• Mandatory on-line training modules to complete at home, so you are up to date on how to keep clients, their families safe and personal information safe.
• Access to a range additional e-learning courses as well as local opportunities for your personal and professional development.
• Local induction including assigning a person from the team who will be your main point of contact.
• Regular opportunities to meet and share best practice with other caseworkers.
• Range of support from central and regional volunteer operations team.
• Reimbursement of out-of-pocket expenses
• Volunteers will be covered by SSAFAs Public Liability Insurance whilst carrying out the role.

What are we looking for?

• Friendly and approachable with good listening skills, patience, and a positive attitude.
• Good communication skills both written and verbally.
• Respectful and non-judgemental approach with beneficiaries, their family, other agencies and SSAFA colleagues
• Willingness and ability to use IT systems for initial and on-going training and to enter cases on the Casework Management System. Willingness and ability to send and receive emails – you will receive your own SSAFA email address which you will be required to use when exercising your role.
• Ability to make enquires on behalf of beneficiaries by phone, email, letter or by filling in forms.
• Ability to keep within boundaries of the role with regards to friendship or giving advice
• Reliable, prompt and trustworthy.
• Access to public transport or a car to travel to appointments with clients.

We welcome volunteers of all backgrounds, abilities, races, sexual orientations, socio-economic backgrounds, and of all faiths and none. SSAFA are committed to making reasonable adjustments to support volunteers with disabilities, so they have access to the same opportunities and experiences as volunteers who do not.

Minimum Age: 18

Safer Recruitment: SSAFA undertakes a systematic approach and utmost care at every step of the process of volunteer recruitment, selection, and retention to ensure that those recruited are suitable and appropriate. Measures taken at points along this journey work together to make volunteering at SSAFA a positive and safe experience.

References Required: Yes. We will ask for two character references, this can be a former employer or someone that know you well (other than a relative)

Is a criminal record check required? Yes, this is provided by SSAFA at no cost to the potential volunteer. This role requires an enhanced check (including checks against the children and adults barred list)

*A disclosure certificate that contains convictions, cautions, warnings, reprimands, or other information may not automatically mean that you are not able to volunteer. All certificates will be reviewed on a case-by-case basis and, where possible, a modified or alternative role will be offered.

Would you like to support people who have served in the Armed Forces? You just need the ability to listen, strong IT skills and good written and spoken English. If you think this could be the role for you, we’d love to hear from you.

What is a Caseworker?

Caseworkers visit clients to work out what type of support they need. You will listen without judgement to assess and provide tailored support to help those serving, who have served and their families to navigate life in and beyond military service. Some examples of support are securing funding for special equipment for someone with a disability, adaptions to a property so an older client can remain at home or funds for a rental deposit. Caseworkers also sign-post clients onto specialist local services for advice on benefits, housing, mental health, debt, finding work etc.

Why do we need you?

We’ve been supporting the Armed Forces community since 1885. Our clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like the Falklands or Afghanistan. We’d love the general public to understand what we do and how they can help us.

There are SSAFA branches throughout the UK and overseas who support local volunteers to deliver services to veterans, serving personnel and their families. Some branches are divided into smaller divisions to ensure the best local service delivery. Each branch has a team of volunteer caseworkers, support volunteers, executive roles, and fundraisers.

Volunteer Caseworkers are the lifeblood of SSAFA, supporting a growing number of people in need of financial, practical, and emotional support. Clients come from all backgrounds and age groups and may have served in WW2 or in a more recent conflict like Iraq or Afghanistan.

When would you be needed and where would you be based?

The essential part of the role is visiting clients, so you will need access to a vehicle or another way to travel to meet clients at home or in a care home setting. As part of your local branch, you might have access to an office, but you can complete the administration part of the role from home as long as you have access to IT equipment and the internet.

What would you be doing?

• Contacting beneficiaries and arranging to meet them at a mutually convenient time.
• Meeting beneficiaries and completing a form to assess their circumstances, using good communication skills, empathy and understanding.
• Sign-posting clients onto local services providing specialist advice.
• Applying for funding on the behalf of the beneficiary through a specific process and system  
• Arranging for the purchase of goods and services
• Keeping the beneficiary informed of their case progress.
• Liaise with the branch and regional office, regarding your availability.
• Keeping up to date with training and SSAFA news so that you are best able to support clients.
• Being a positive ambassador for SSAFA remembering that anyone you meet could be a potential client, volunteer, or fundraiser.
• Volunteering within the standards and values of SSAFA
• Adhering to SSAFAs policies and procedures at all times, including safeguarding, volunteering policy, equality, diversity and inclusion, health and safety, data protection and confidentiality.  

What can you gain from this volunteering role?

• Use your skills, knowledge, and life experience to benefit others.
• Support from your local SSAFA branch and the wider SSAFA community
• Experience, training, and skills that you can highlight on your CV and in job interviews.
• Better physical and mental health – studies show that volunteers live longer and experience lower levels of stress and depression!

What training and support would you receive?

• Role specific training to prepare you for your voluntary role – confidentiality and boundaries, personal safety, caseworker training, and caseworker IT system training. The caseworker training takes 3 days and a further half a day for the other training.
• Mandatory on-line training modules to complete at home, so you are up to date on how to keep clients, their families safe and personal information safe.
• Access to a range additional e-learning courses as well as local opportunities for your personal and professional development.
• Local induction including assigning a person from the team who will be your main point of contact.
• Regular opportunities to meet and share best practice with other caseworkers.
• Range of support from central and regional volunteer operations team.
• Reimbursement of out-of-pocket expenses
• Volunteers will be covered by SSAFAs Public Liability Insurance whilst carrying out the role.

What are we looking for?

• Friendly and approachable with good listening skills, patience, and a positive attitude.
• Good communication skills both written and verbally.
• Respectful and non-judgemental approach with beneficiaries, their family, other agencies and SSAFA colleagues
• Willingness and ability to use IT systems for initial and on-going training and to enter cases on the Casework Management System. Willingness and ability to send and receive emails – you will receive your own SSAFA email address which you will be required to use when exercising your role.
• Ability to make enquires on behalf of beneficiaries by phone, email, letter or by filling in forms.
• Ability to keep within boundaries of the role with regards to friendship or giving advice
• Reliable, prompt and trustworthy.
• Access to public transport or a car to travel to appointments with clients.

We welcome volunteers of all backgrounds, abilities, races, sexual orientations, socio-economic backgrounds, and of all faiths and none. SSAFA are committed to making reasonable adjustments to support volunteers with disabilities, so they have access to the same opportunities and experiences as volunteers who do not.

Minimum Age: 18

Safer Recruitment: SSAFA undertakes a systematic approach and utmost care at every step of the process of volunteer recruitment, selection, and retention to ensure that those recruited are suitable and appropriate. Measures taken at points along this journey work together to make volunteering at SSAFA a positive and safe experience.

References Required: Yes. We will ask for two character references, this can be a former employer or someone that know you well (other than a relative)

Is a criminal record check required? Yes, this is provided by SSAFA at no cost to the potential volunteer. This role requires an enhanced check (including checks against the children and adults barred list)

*A disclosure certificate that contains convictions, cautions, warnings, reprimands, or other information may not automatically mean that you are not able to volunteer. All certificates will be reviewed on a case-by-case basis and, where possible, a modified or alternative role will be offered. 

Dear Prospective Trustee

Thank you for your interest in Citizens Advice Merton and Lambeth (CAML). This pack sets out more information about the charity, the board, the role of a trustee, and how to apply.

We are excited about the future and are looking for energetic, talented and committed individuals to help support the charity as trustees to continue its incredible work for the people of Merton and Lambeth.

What we do

CAML is one of the busiest advice charities in London.  We support individuals and families who live, work or study primarily in the London Boroughs of Merton and Lambeth and also elsewhere (dependent on service).  We also work to raise awareness and understanding of the challenging issues affecting individuals and our communities.

We were one of the first Citizens Advice services to open our doors over 85 years ago. We have had an extremely busy few years, with individuals and families increasingly seeking our support with the cost of living crisis.  Our support and services are as important today as they were when our work began.

We are part of the national Citizens Advice network of over 240 local charities that deliver advice across the country.

In FY 23/24, we supported over 25,000 individuals.  Our information, support and advice services are provided via telephone, online, video conferencing and face-to-face.  We provide face-to-face support from two CAML offices and multiple outreach venues in local communities.  Our aim is to empower people to better help themselves, but we are always here with further support if needed. 

CAML in 2025

CAML is at an important point in its history. Demand for our services continues to accelerate as high levels of hardship become an established reality for many people living in our boroughs.  The two boroughs we serve contain pockets of wealth and affluence, but also feature areas of significant poverty and deprivation where our services are most depended upon.

At the same time, similar to many charities, we face funding challenges – not least given the majority of our funds come from our local authorities. Our current turnover is over £1.2m a year. Like others, CAML faces funding challenges often related to changes in central government policies and local government financial challenges, with a need to look at new ways of diversifying income streams.

The organisation has a strong foundation from which to deliver in this difficult environment – particularly with a team that is committed to our clients and expert in giving quality advice. We also have positive working relationships with our funders, councils and partners, and a strong local reputation.

Our leadership

The operational leadership and management of CAML is carried out by our CEO, Simon Shimmens, with three senior managers and a team of around 40 staff and 20 volunteers. Short biographies of our existing trustees are available on our website.

The role of the Board

Each trustee has a responsibility to contribute to discharging the Board’s responsibilities. We do this by:

● Regularly preparing for, attending and participating in meetings

● Understanding the business of CAML

● Contributing to setting policy and strategic direction, defining goals, setting targets and evaluating performance

● Monitoring our services, ensuring compliance with our governing documents and policies and monitoring maintenance of Citizens Advice standards

● Monitoring the charity’s financial position and ensuring it operates within its means and delivers on its objectives with clear lines of accountability for day-to-day financial management

● Supporting the charity’s development through participation in agreed projects

● Actively seeking to further CAML’s strategic objectives and acting in its best interest at all times

Above all we are looking for people with strategic vision and independent judgement who together can support the charity and its executive team. As trustees we are visible to our staff and volunteers, engaging and recognising the excellent work they do. Each trustee is expected to spend time with service delivery staff and volunteers, ideally at least once a year. 

You will be a genuine team player, able to support colleagues, input constructively and positively to discussions and to support and uphold collective decisions. 

As a trustee you will support the charity’s values and objectives and will act as a positive and genuine advocate promoting the work of the charity within your personal networks and to the wider world. 

The commitment we need

Each trustee attends quarterly Board meetings and is a member of one of the delegated authority sub-committees – Finance and People – which also meet once a quarter.

While the precise nature will differ month-to-month, this is likely to average at eight to ten hours a month. This allows for board and committee meetings, reading papers in advance of these, ad-hoc actions and discussions, and visiting CAML’s services.

Board meetings are currently held in person in our Mitcham Office, with sub-committee meetings held remotely. Across the Board, we attend key events such as Volunteers’ Week and charity events/activities.

Particular skills/experiences we’re seeking

We are looking to recruit two new trustees to join our strong and dynamic Board.

We would particularly welcome applications from those with skills and experiences to help complement the current Board. Our priority recruitment areas are:

●HR: We are committed to ensuring the highest standards of governance in policies and practice related to employee relations, recruitment, retention, reward and recognition as well as staff and trustee training and development. We are seeking a trustee with senior HR experience to support the strategic oversight of our People approach.

●Accountancy: Financial oversight is an integral part of a well-functioning trustee Board. We are looking to further bolster this expertise within the Board to provide support for our Treasurer if required.

●Pensions: CAML has a legacy Defined Benefit pension scheme (closed to new entrants) and a Defined Contribution scheme. We are looking for an individual with actuarial or pension trustee skills to advise the Board with regard to our pension schemes, and whether we should be looking to make any changes.

●Legal: We are looking to further expand our legal expertise on the Board. We particularly welcome interest from individuals with experience in charity law however all applicants with legal experience are welcomed.

In addition to these skills, we would welcome applications from candidates with previous trustee experience and/or applicants who may be open to taking on the role of Vice-Chair (further information can be provided on this if requested).

The benefits of being a trustee with CAML

Although the role of a trustee is unpaid (reasonable out of pocket expenses are reimbursed), there are many reasons to join us, including:

● Being a trustee is one of the most powerful ways in which you can contribute to your local community and to a cause you care about.

● Corporations of all sizes take voluntary and community enriching activities seriously with trusteeship considered an effective method of professional development and community engagement.

● Being a trustee is a fantastic way of developing your strategic experience and oversight, giving you the opportunity to develop your critical thinking, problem solving and analytical skills.

● Being a trustee can open up your professional network.

How to apply

Follow the link to our website and complete the relevant documents at the bottom of the advert.

We are recruiting on a rolling basis and are considering applications as and when we receive them. This recruitment remains live until 30th June 2025.

All applications are considered by a trustee panel, with shortlisted candidates then invited to an interview, to take place within a month of receiving their application. 

We are registered with the Information Commissioner's Office and will process your personal data in accordance with the General Data Protection Regulation and Data Protection Act 2018. Please refer to our online Privacy Policy for more information on how your personal data will be processed and stored.