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The overall role of a Treasurer is to maintain an overview of the organisation’s financial affairs, ensuring its financial viability and that proper financial records and procedures are maintained. 

In addition to the general responsibilities of a trustee, duties of the Treasurer  include: 

• Overseeing, approving and presenting budgets, accounts and financial statements (including arranging for the accounts to be submitted to the accountant). 
• Being assured that the financial resources of the organisation meet its present and future needs.
• Ensuring that Mind in Kingston has appropriate reserves in line with its reserves policy.
• Ensuring that appropriate financial reports are presented to the board.
• Ensuring that appropriate accounting procedures and controls are in place.
• Liaising with any paid staff and volunteers about financial matters.
• Advising on the financial implications of Mind in Kingston’s strategic plans.
• Ensuring that the charity has an appropriate investment policy.
• Ensuring that there is no conflict between any investment held and the aims and objects of Mind in Kingston.
• Monitoring the organisation’s investment activity and ensuring it is consistent with the organisation’s policies and legal responsibilities.
• Ensuring that the accounts are prepared and disclosed in the form required by funders and the relevant statutory bodies, for example the Charity Commission and/or the Registrar of Companies.
• If external scrutiny of accounts is required, ensuring that the accounts are scrutinised in the manner required (independent examination or audit) and any recommendations are implemented.
• Keeping the board informed about its financial duties and responsibilities.
• Supporting other trustees in understanding the organisation’s financial position and decision making.
• Contributing to the fundraising strategy of the organisation and the ethical fundraising policy.
• Making a formal presentation of the accounts at the Annual General Meeting and drawing attention to important points in a coherent and easily understandable way.

Person specification

In addition to the person specification for the Treasurer should have the following qualities:

• Relevant financial management/accounting qualifications and/or experience.
• Some experience of charity finance, fundraising and pension schemes or willingness to learn.
• The skills to analyse proposals and examine their financial consequences.
• Being prepared to make unpopular recommendations to the board.
• A willingness to be available to staff for advice and enquiries on an ad hoc basis.

We are seeking a new Chair to provide strategic leadership at a time when demand for our advice services is at an all-time high. Help shape our vision, champion our mission, and make a tangible difference in the lives of those facing challenges.

About Citizens Advice East Berkshire
Citizens Advice East Berkshire offers crucial help and advice when people need it most. No one but Citizens Advice sees so many people with so many different kinds of problems, and that gives us a unique insight into the challenges people are facing today. 

What will you be doing?
We are at an important stage in our development and we are seeking a new Chair to replace our current Chair who will be standing down as her term finishes. We have ambitious plans for our future and we are looking for a Chair who can help drive our mission forward.

Building on our successes to date, we want a new Chair to lead us through the next exciting phase of our journey. You will have a strong background and track record of providing leadership at board and/or senior executive level and will have a passion for supporting people facing tough life challenges. You should have the judgement and vision to operate effectively at strategic level and you should demonstrate the skills and expertise to help drive our mission forward. We are looking for someone with 3 years+ professional experience in one of the fields of Fundraising strategy, Governance, Operations management or Advice / Advocacy. 

We are looking for someone who has:

• Experience of operating at a senior strategic leadership level within an organisation
• Successful track record of achievement through their career
• Experience of charity governance and working with or as part of a Board of Trustees
• Passion for supporting people facing tough life challenges
• Ideally has served as a Chair or Vice Chair and is familiar with leading a Board

What are we looking for?

You’ll need to:

• Understand the type of work undertaken by a local Citizens Advice and the Citizens Advice network
• Understand and accept the responsibilities and liabilities of a trustee
• Be non-judgmental and respect views, values and cultures that are different to your own
• Have a good basis of leadership skills (and preferably you have served within a Board, ideally as Chair or Vice Chair or led a Committee)
• Have the ability 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 mandatory training in your role
• Line manage and support the Chief Executive Officer

What difference will you make?
Citizens Advice East Berkshire makes transformational differences to people who need support when facing life crises. As Chair you will play a significant part in ensuring we are able to expand and grown our services to make a significant difference to many more individuals and families. 

Trustee Recruitment - Lead with Purpose: Become a Trustee and Help Achieve a Life Unlimited. 

Your experience. Your voice. Your impact.

• Flexible location: home based/ hybrid 
• Flexible commitment: approx.an average of one day per month comprised of preparation for and attending meetings, away days and other Trust related activities
• Voluntary role (reasonable expenses reimbursed  for travel to attend meetings in person)
• Multiple positions available

About us

At Cystic Fibrosis Trust, we believe in a world where everyone with cystic fibrosis (CF), can live a life unlimited — and we’re inviting passionate individuals to join us on this powerful journey.

Cystic Fibrosis Trust is the UK’s leading charity dedicated to uniting for a life unlimited for everyone with CF – one of the most common life-limiting genetic conditions.

Our team of dedicated staff, volunteers, and Trustees works alongside people affected by CF to fund life-changing research, promote world-class clinical care, and provide essential advice and support.  We champion a community that is united by strength, compassion, and hope.

Our work relies on the generous donations of our supporters.

About the role

This is more than a governance role — it’s an opportunity to help guide strategic decisions that impact lives, influence national initiatives, and accelerate progress for a community that deserves nothing less than a brighter future.

As a Trustee, you’ll play a pivotal role in shaping our vision, values, and strategic direction, developing our aims, objectives, and goals. Your leadership will help us make decisions that matter, and your voice will help steer us toward a stronger, inclusive future.  Trustees typically serve a three-year term, with the option to continue for a second.

Who are we looking for?

We welcome applications from individuals of all backgrounds and experiences.

Due to our normal rotational retirements and trustee terms of office we have several vacancies.  We are keen to increase the representation of people with lived experience of CF and are particularly interested in applications from all people who can offer professional skills and experience in:

• finance and accountancy
• legal practice/law
• fundraising and income generation
• marketing and communications
• data and digital strategies
• basic science research
• non-clinical CF professions (e.g. psychology or social worker)

As part of our long-term succession planning, we would also welcome interest from candidates who may be open to taking on additional Board leadership responsibilities in the future, e.g. Chair, treasurer, or committee roles.

The cystic fibrosis community is diverse, encompassing people of all ages and backgrounds. We are committed to ensuring that this diversity is reflected on our Board. We are especially interested in hearing from those with lived experience of CF, disabled individuals, and candidates from Black, Asian, and minority ethnic communities, as well as LGBTQI individuals. We value fresh perspectives and encourage applications from first-time trustees.  

Why Join Us?

• Make a meaningful impact on the lives of people affected by cystic fibrosis.
• Engage with dynamic peers who are driven, forward-thinking, passionate and purpose-led.
• Help drive an inspirational mission that blends science, support, and community.
• Play a critical role in shaping our strategic direction, ensuring robust governance, and championing equity, diversity and inclusion.
• Gain valuable experience in governance and strategic planning.
• Use your expertise to fuel lasting change.

If you are passionate about making a difference for people with cystic fibrosis, this is your moment.

Important Dates

• Closing date for applications: Wednesday 20 August 2025 
• First interview: Week commencing 8 September 2025
• Second interview: Week commencing 15 September 2025

Ready to Make a Difference?

Please download the Trustee Recruitment Pack (see below) for more information including full role description. 

And then select the ‘Redirect to Recruiter’ button above to take you to the application portal.  You will need to have your up to date CV outlining your career history, including responsibilities and achievements and a covering letter explaining why you want to be a Trustee, what skills you can bring to the Board of Trustees and what you want to take away from this opportunity. 

We look forward to receiving your application.