Finance manager volunteer roles in amersham, buckinghamshire

Do you have proven experience in the charity sector, preferably at senior level? Would you like to make a positive, impactful difference to the lives of our vulnerable clients by using your skills? 

What will you be doing?

We're looking for passionate and committed people to join our Board of Trustees! Ashford Place is a thriving forty-year old charity based in NW London, making a real difference in the lives of vulnerable individuals. From one-on-one guidance to engaging group activities, we focus on building resilience and improving well-being in our community. As a trustee, you'll help guide our work and ensure we remain strong and sustainable, especially during these challenging times. It’s a chance to be part of something meaningful, shaping our future while helping us continue to provide vital support in London NW2.

What are we looking for?

• Proven experience in the charity sector, preferably at senior level.
• Commitment to, and an enthusiasm for, our mission and values.
• Skills in governance, finance, legal, fundraising, risk management, and/or advocacy.
• Understanding of trustee responsibilities, including financial oversight and strategic planning.
• Collaborative mindset and excellent communication skills.
• Solutions driven
• Available

What difference will you make?

As a valued member of our board, you will play a pivotal role in shaping our vision, steering our strategic direction, and driving the success of our mission. In an increasingly competitive charitable world, your expertise and leadership will be instrumental in ensuring we continue to meet the needs of our community.

As a local charity, a significant proportion of our funding is derived from partnerships with statutory organizations. We are seeking a trustee who can strengthen our engagement within this sector, increasing our meaningful connections and identifying opportunities to secure vital funding. Your efforts will enable us to sustain and expand our impact, ensuring we can continue delivering essential services to those who rely on our work.

Before you apply

Please contact us via Reach with any questions.

We are looking for a new Honorary Treasurer for the BPA.

This is a good opportunity for someone who wishes to be part of the financial decision-making process of the BPA and to learn how the organisational side of the BPA functions. 

The Hon. Treasurer works closely with the Finance Committee, the Board, the Executive and the General Manager.  There is a strong financial team at the BPA.  Ideally we are looking for an organized, strategic thinker comfortable with financial planning/budgeting with good teamwork and communication skills

· Currently the finance committee is keeping things going on a month to month basis; however, the Treasurer should be the focal point on the Board to articulate the strategic financial direction of the Society with input based on the priorities of the Society as communicated by the Board. The Treasurer should also represent the Financial Strategy as agreed by the Board to all members of the Society. The Treasurer is supported by the Finance committee.

· Attend Board meetings (3rd Monday of each month – 10 months a year)

· Attend Finance Committee Meetings termly (3 times a year)

We are a small, friendly charity, run by four volunteer trustees and loads of volunteer fundraisers. We are a dynamic charitable incorporated organisation (CIO) based in Liverpool, dedicated to fundraising initiatives that create meaningful impact both locally and for baby and children’s hospitals in Sana’a, Yemen. Rooted in solidarity values, our work often aligns with principles of Islamic giving, including zakat, but is open to all who wish to give and support. On occasion, we co-fundraise with charities for Palestine.

We are seeking a volunteer treasurer to help us with financial management and reporting. Our turnover is less than £50,000 per year and we are therefore able to produce light touch accounts for the Charity Commission. We would like support with this, and with ensuring we remain financially compliant, as well as with ideas for sustainable fundraising. The trustees meet less than once a month and we anticipate a small time committment for this role. 

We are particularly keen to see applications from people who have a specific interest in health and wellbeing for people living in war affected states, especially Yemen; or who have a connection with Liverpool. We're a real passionate 'family' and look forward to welcoming a new member who shares our goals.

�� The Role

As our Volunteer Treasurer, you will play a vital role in supporting the financial health of the charity. You’ll oversee our finances, ensure transparency, and provide guidance to trustees on managing funds responsibly and in accordance with both UK charity law and, where relevant, principles of Islamic giving.

�� Key Responsibilities

• Maintain clear and accurate financial records using simple bookkeeping tools (e.g., spreadsheets or accounting software).
• Prepare simplified annual accounts and financial reports suitable for a small CIO.
• Advise the Board of Trustees on financial matters, ensuring informed decision-making.
• Oversee bank reconciliations, expense tracking, and budget monitoring.
• Ensure compliance with Charity Commission regulations and reporting deadlines.
• Provide guidance on zakat-eligible projects and ensure funds are managed in accordance with Islamic charitable principles where applicable.
• Help develop and review financial policies and procedures.
• Attend trustee meetings (typically quarterly) and provide financial updates.
• Brainstorm and share experience of novel and sustainable fundraising ideas.

�� Skills & Experience

Essential:

• Experience with bookkeeping, accounting, or finance (qualified accountant or qualified by experience).
• Familiarity with charity finance and reporting requirements (especially for small charities/CIOs).
• Strong attention to detail and ability to present financial information clearly to non-finance colleagues.
• Understanding of Islamic giving, including zakat, and ability to advise appropriately.
• Commitment to the values and objectives of the charity.

Desirable:

• Knowledge of digital accounting tools (e.g., QuickBooks, Xero, Excel).
• Previous trustee or treasurer experience in a charity setting.
• Experience of fundraising.
• Based in or familiar with the Liverpool community.
• Special interest in aligned issues or geographies.

�� What You’ll Gain

• Opportunity to make a tangible difference through financial stewardship.
• Be part of a passionate and friendly team of trustees and volunteers.
• Gain experience in governance and charity finance.
• Flexibility and autonomy to manage your time and role.

Become our Trustee Tresurer and chair our Finance Committee.We need a Trustees with energy, enthusiasm and commitment to help accelerate our influcence on wildlife and nature recovery issues in the country and beyond.

With a refreshed 3-year strategy (23-26), “A Wilder Herefordshire, More Nature Everywhere” we’re working hard to recover nature at scale through deeper collaborations, working with local community organisations and networks to develop a clear plan for nature’s recovery. We are also working with neighbouring Wildlife Trusts, river partnerships and national partners such as the Woodland Trust, National Trust, and Duchy of Cornwall.

So, with lots happening, it’s an exciting if challenging time for the Trust.  Urgent action is needed to address the decline of wildlife in our beautiful county – and we need to muster all the resources and skills we can to succeed.

We are a welcoming board who support and challenge each other to do better for wildlife.

We look to recruit trustees from a range of backgrounds, life stages and skills to join us.

At this time, we wish to recruit someone to take on the role of Treasurer, and chair our Finance Committee. You would need the following skills and qualities:

· A strong commitment to wildlife conservation and the Vision of the Trust;

· Demonstrable experience of financial management;

· The skills to analyse proposals and examine their financial consequences;

· A good understanding of governance, gained either as a Trustee of another charity, a director of a company, or as a manager who has worked with Boards;

· The ability to apply clear logical thinking and creativity to developing our strategy

If you are successful, you will be welcomed and supported by a talented and committed board of trustees, a strong and experienced staff team and an active and expanding band of volunteers and by the wider Wildlife Trust movement. We hope you are inspired to apply, and we look forward to hearing from you.

Alison McLean OBE, Chair, March 2025

Trustee Opportunity

Are you passionate about making a difference in rural, remote communities? We’re looking for individuals to join the Board of Trustees for a new, community-led social enterprise delivering social care services in North Perthshire.

This innovative initiative, born from a collaboration between the Perth and Kinross Health and Social Care Partnership, Rannoch Community Trust and Dunkeld, Birnam & District Community Development Trust, aims to improve access to care at home for those in rural areas.

SKS Scotland is supporting this project and the recruitment process.

About the Role

We are recruiting up to six Trustees to help shape the organisation, working closely with the CEO/Home Care Manager. We’re particularly looking for expertise in:

• Business start-up and development
• Health and social care policy
• Commissioning and local government
• Finance, accounting, and quality assurance
• HR and fundraising
• Community and voluntary sector experience

What You’ll Bring

• Strategic thinking and leadership
• A commitment to rural health and wellbeing
• Proven ability to work collaboratively and make informed decisions
• A passion for community-driven social care

Commitment

Approximately 1–2 days per month, including meetings and preparation. This is a voluntary role with expenses covered.

This is a hands-on role within a small but ambitious team. The Treasurer will have oversight of Men Who Talk’s financial health, ensuring the charity operates in a financially responsible manner while providing the Board with accurate financial information to guide decision-making. 

Our finances are in a strong position, and we entered the new financial year in April with a healthy cash flow and robust fundraising strategy. Over the last 3 years, we have seen yearly financial growth quadruple year on year, with the 2024/25 financial year bringing in over £40,000 of funding through various streams.

Having received grants from funders such as the National Lottery Community Fund, the Simon Rivett-Carnac Trust and the Caterham Round Table amongst others, we have an agreed budget to spend down our current balance over the 2025/26 financial year, with a focus on ambitious growth across all areas.

The Treasurer will work closely with Sam, our Founder and CEO and Martins, our Operations Manager to identify financial risks, ensure compliance with the Charity Commission and HMRC, and develop strategies to secure the charity's financial sustainability as we expand.

Key Responsibilities

• Attendance at Regular Board Meetings: The board meets four times a year, usually a combination of two online and two in-person meetings. Other ad hoc meetings and catch-ups may be required.
   

• Financial Oversight: Regular monitoring of the financial accounts, ensuring the charity adheres to sound financial practices and complies with UK charity regulations.
   

• Long-Term Financial Strategy: Provide guidance on the financial strategy, including planning and budgeting for future growth and expansion.
   

• Monthly Reporting: Present a top-level Treasurer’s Report to the Board each month, outlining the charity’s financial position, income, expenditure, and risks. Board meetings each quarter will also include more in-depth financial updates.
   

• Budgeting: Support the board and CEO in preparing the annual budget, taking into account the charity’s plans for growth, new services, and the expansion of activities.
   

• Financial Risk Management: Identify potential financial risks and recommend strategies to mitigate these risks.
   

• Compliance: Ensure that financial procedures are followed, including the maintenance of designated and undesignated funds.
   

• Reserves: As a priority for 2025/26, the Treasurer will take a lead on updating our reserves policy and ensuring this is adhered to going forward.
   

• Collaboration: Work closely with the CEO to ensure the charity’s finances align with its goals, particularly as we expand our services and charitable activities over the next three years.
   

• Annual Accounts: The Treasurer will take the lead on the preparation and submission of the annual accounts, working with an external auditor and accountant to ensure the charity’s accounts are transparent and well-maintained.
   

• Financial Procedures: Ensure effective financial controls are in place and help the team implement best practices for financial management.
   

• Advise the Board: Provide financial advice and insights to support the Board in making informed decisions regarding the charity’s operations and growth.

Application and Interview Process

To apply for the Treasurer role at Men Who Talk, applicants are invited to submit their CV along with a brief cover letter via charityjob. In your cover letter, please highlight your experience, why you're interested in this role, and how your skills align with the needs of the charity.

Closing date for applications will be Friday 4th of July. 

Trustee

Be part of an organisation that envisions a fairer, more sustainable society where partnerships between business and charity unlock the potential of people and organisations to ignite lasting social impact. As some of our current Trustees come to the end of their term, we are looking to appoint up to four new Trustees to bring fresh insight and experience to our board.

Position: Trustee

Activity: Four Quarterly Trustee meetings and participation in one sub-committee

Location: meetings are online, with 2 meetings a year in person, typically in London (we welcome applications from all areas of the country)

Time Commitment: Up to two days per month, with the option of a further half day involvement in direct charity projects through the Pilotlight 360 programme

Contract: 3-year term, with potential for renewal

Closing Date: 5pm, Friday 6 June

Interview Date: 25th and 27th June

About the Role

We are a charity built on the simple but powerful idea that when people share skills across sectors, everyone benefits. We create partnerships that spark ideas, unlock potential, and deliver lasting impact - business leaders learn new perspectives; charities build their capacity; communities feel the difference.

Our Trustees are at the heart of this - offering guidance, sharing insights, and championing a culture of learning and collaboration. We are looking to recruit four trustees to join our current team of Directors. 

We’re particularly looking for skills in the following areas:

· Marketing in a Business-to-Business Context – helping us tell our story and engage with corporate partners.

· HR / People – supporting our ambitions to be a great place to work and to embed equity and wellbeing in all we do.

· Commercial Finance – contributing financial expertise as we plan and invest for sustainable impact.

· Digital / AI – bringing insight into how technology can enhance our programmes and internal capability.

About You

You believe in the power of partnerships and the value of shared learning. You’re willing to contribute your skills to a purpose-driven organisation that’s ambitious for change.

You don’t need previous board experience, we’ll provide an induction and ongoing support. What we’re really looking for is curiosity, a collaborative mind-set, and a commitment to our mission and values.

We warmly welcome applications from individuals of all backgrounds, and are especially keen to hear from people who are currently underrepresented on charity boards, including people from Black, Asian and minoritised ethnic communities, disabled people, LGBTQ+ individuals, and those with lived experience of social or economic exclusion.

About Pilotlight

Pilotlight is where business expertise meets charity ambition. We connect people across sectors to create real-world learning, stronger organisations, and greater social impact. We design and deliver bespoke programmes that bring businesses and charities together to solve challenges, unlock potential, and build skills – on both sides. We carefully match skills with ambition. We create collaborative teams of business experts and charity leaders. We guide shared learning and development through real-world, purpose-driven experiences that deliver lasting results.

In 2024, Pilotlight worked with 1,259 business participants on 162 projects, delivering support to 142 unique charities. In turn, these charities support over 11 million people. Our mission is to facilitate and promote the sharing of professional skills to promote learning and enable charities to help more people.

If you’re ready to use your skills to help others grow, and to grow yourself along the way, we would be delighted to hear from you!

Other roles you may have experience of could include: Non-Executive Director, HR Director, Finance Business Partner, Marketing Strategist, Chief People Officer, Technology Lead, Digital Transformation Manager, Equity & Inclusion Advisor, Head of Marketing, HR Director, Head of HR, Finance Director, CFO, COO, CEO, etc.

About Refugee Employment Network

The Refugee Employment Network (REN) unites non-profits, local authorities, and businesses to improve employment access for refugees across the UK. As the only national membership network focused solely on refugee employment, REN works to ensure that all refugees can pursue fulfilling, paid work or self-employment.

What will you be doing?

Join REN as Treasurer and play a key role in guiding the organisation’s strategic direction and financial sustainability. REN’s financial operations, including payroll, are managed externally, so the Treasurer’s input is primarily at a governance and advisory level rather than day-to-day financial administration.

Key Responsibilities:

• Advise on REN’s financial strategy, planning, and resource allocation.
• Ensure the Board receives clear and timely financial updates, including Annual Accounts.
• Oversee the preparation of accounts in line with funder and statutory requirements.
• Recommend and monitor effective financial controls, procedures, and policies.
• Lead on the appointment and review of external auditors.
• Collaborate with the CEO to support financial planning and delivery of goals.
• Ensure compliance with funder conditions and financial reporting obligations.
• Provide oversight of financial risks and identify opportunities to strengthen REN’s financial position.
• Lead Board-level discussions on financial matters and contribute to policy on reserves, investments, and financial governance.

What are we looking for?

Essential:

• Passion for and commitment to Refugee Employment Network’s mission and strategic objectives.
• Experience of successfully dealing with strategic issues, interpreting complex information and business planning.
• Ability to collaborate, support and build relationships with a range of internal and external stakeholders.
• Demonstrable commitment to diversity and inclusion.
•  A recognised financial qualification or relevant experience in a strategic finance role.

Desirable:

• Experience serving as a Trustee or Treasurer, or working within the charity sector.

REN values equity, diversity and inclusion in our workplace and we encourage applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity status, or socio-economic background.

What Difference will you make?

You won’t just be balancing numbers - you’ll be helping refugees build stable, hopeful futures through meaningful employment. As Treasurer, your insight will help REN make smart, strategic decisions that directly impact how we support thousands of people starting over in a new country. You’ll be a key voice in shaping how we grow sustainably, stay accountable, and make every pound count toward creating real, lasting change.

Time Commitment

• Board meetings are held either quarterly or every two months, and typically last 1.5 to 2 hours.
• Meetings are typically in London or virtually, offering flexibility for in-person or remote participation.
• We expect the time commitment to be up to 1.5 days a month. At times this may vary given the time of year.

The Manor House Centre for Psychotherapy and Counselling (MHCPC) is an established training centre and clinical service. At a time when mental health provisions have been in increased demand, we have experienced exponential growth of our services and wish to develop these further.

We are ambitious to develop and raise our profile and influence to offer mental health support to those that need it most in our borough. The MHCPC are uniquely positioned to offer low-cost open-ended therapy to those who can least afford it.

The MHCPC provide long-term psychodynamic counselling rather than CBT, for those patients in the community for whom the former is more suitable. We provide a service which reduces the impact on NHS mental health provisions and thus supports patients who would otherwise face joining an unrealistically long waiting list for short-term work.

The MHCPC sets high training and clinical standards: our training programme is accredited by both the British Association for Psychotherapy and Counselling (BACP) and the British Psychoanalytic Council (BPC). 

What are we looking for?

The MHCPC seek to appoint an enthusiastic and engaging Chair, with a passion for mental health and supporting the local community.

The role of the Chair is to provide leadership and direction to the Board of Trustees. The Chair’s aim is to enable the board to fulfil their responsibilities for the overall governance and strategic direction of the organisation.

The Chair will ensure that the organisation complies with its governing document and any other relevant legislation or regulations and to make sure that the organisation pursues its objectives as defined in its constitution.

The Chair's role is to work in partnership with the Board of Management, helping them achieve their vision for the organisation.

Personal Qualities

• Demonstrate a strong and visible passion and commitment to the charity, its strategic objectives and cause
• Personal gravitas to lead an organisation
• Exhibit strong inter-personal and relationship building abilities and be comfortable in an ambassadorial role
• Demonstrate tact and diplomacy, with the ability to listen and engage effectively
• Strong networking capabilities that can be utilised for the benefit of the charity
• Ability to foster and promote a collaborative team environment
• Ability to commit time to conduct the role well, including travel and attending events out of office hours.

Experience

• 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
• Experience of external representation, delivering presentations and managing stakeholders
• Significant experience of chairing meetings and events
• Experience of recruiting Trustees

Knowledge and skills

• Broad knowledge and understanding of the charity sector and current issues affecting it
• Strong leadership skills, ability to motivate staff and volunteers and bring people together
• Financial management expertise and a broad understanding of charity finance issues
• Good understanding of charity governance issues

What difference will you make?

The MHCPC has an active Board of Management responsible for the day to day running of the organisation. The Chair's role is to work in partnership with the Board of Management and, with the support of the Board of Trustees, helping them achieve their vision for the organisation.

We are seeking to appoint a dynamic and passionate Chair of the Board of Trustees to provide leadership to the Board and to ensure that the organisation delivers its charitable purpose in close cooperation with the Board of Management.

A Chair is sought who has a strong empathy with the organisation’s objectives and has some understanding of, or interest in, talking therapies and mental health. We are looking to appoint a Chair who can provide strategic insight and expertise to the Board deliberations and support our growth and development at an exciting time for the organisation as we strategically plan how to expand our provision of affordable therapy.

We seek a Chairperson to head our Board at Evolve Counselling who will guide our strategic direction in the provision of lowest cost mental health counselling for individuals and businesses. 

Location: Cambridgeshire area of operations. Chair can be fully remote. 

Voluntary: Reasonable expenses paid 

Commitment: Initial term of 1 -3 years. Flexible hours per month 

Closing date: Wednesday 2nd July 2025

Overview 

For over 40 years Evolve Counselling has provided lowest-cost professional mental health counselling for adults in Cambridgeshire, Peterborough, Northamptonshire and beyond, through the skill and dedication of our team of 60+ BACP-registered counsellors.

The role 

We are looking for a new Chair who understands the growing demand for our services and the challenges of competing as a medium sized charitable business at this time. We shall look to our new Chair to build trust and engagement with our CEO, the Trustee Board, our volunteers, and supporters, as we capitalise on great recent work to stabilise and find new opportunities for significant growth. 

The new chairperson will ideally bring health and wellbeing experience and commercial skills, as well as a demonstrable empathy for charitable working and commitment to the Nolan Principles of public life. 

The role of the Chair is hugely rewarding and the scope under the leadership of the current CEO for Evolve to grow and innovate is significant. You will have significant senior leadership experience to drawn upon as you take ultimate responsibility for directing and inspiring the Trustees, making sure we are financially sustainable, and well run for our clients. Our ethos is to look upwards and outwards as we strive for a leading position in mental health services for all, and your commercial acumen, professional contacts, and powers of persuasion in business will be a huge support for our ambitions. 

Including quarterly board meetings, committee sessions (at present virtual), a face-to-face AGM event, plus away days, and regular meetings with our CEO and the trustees, we anticipate a flexible time commitment of around 2 - 5 days per month. 

For further information or an informal discussion on the role, please contact Kevin Bottrell.

Application process: Expressions of interest in the first instance by email to our CEO Gordon Ackroyd.

Help children as Trustee of an innovative, enterprising Tees Valley Charity that is increasingly supporting children in care through fostering and a planned residential provision. Join an agency that transforms children's lives.

What will you be doing?

You will join us at an exciting time as we pursue growth of fostering and residential services, as well as growth of our early help offer. 

You will work across the Charity and the subsidiary fostering company (which we will amalgamate back into the parent Charity). 

You will have a particular focus on helping the fostering agency drive growth, ensure regulatory compliance, and deliver excellent care for children and support for foster parents. You will provide support and challenge to the management team.

You’ll contribute 2 to 6 hours a month. The Charity board meets every 8 weeks (shifting to quarterly after September) and the fostering board meets every 8 weeks. 

You’ll join a Charity that’s brought £millions of investment into Tees Valley and that helps over 1000 local people a year. We’ve been runners up at the national Charity Governance Awards and ‘community’ winners at the Hartlepool Business Awards. 

We are looking for experienced professionals who share our values and want to help. 

What are we looking for?

At this time we are specifically looking for Trustees with some of these areas of skills or experience:

Business development 

Safeguarding management

Fostering or children's residential care or childrens social work management 

Financial management 

What difference will you make?

We want to help children and family members heal from trauma, primarily through helping them develop a network of nurturing, loving and appropriately challenging relationships with people in their close and wider communities. Any small surplus we make from helping children in care will be diverted into work to help families stay together and thrive. You will join a team that strives to make this difference. You will help ensure the Charity keeps a strong focus on children and young peoples needs whilst being sustainability and ensuring the agency manages the risks associated with growth and investment in new services. 

Before you apply

After expressing an interest through the site, we'd welcome an initial conversation with our CEO and/or Chair. After that, we usually  take applications to the Board for consideration. This is usually quite a quick process. 

Ready to help shape the future of students’ lives?
Middlesex Students’ Union (MDXSU) is looking for three new Trustees, including a new Chair of the Board, to join our vibrant and values-driven organisation.

At MDXSU, we empower Middlesex University students to shape their lives, build their futures, and create change—together. Through student communities, campaigning, events, and independent advice, we help turn a good education into a transformative one. 

About the Role

We’re looking for individuals who are passionate about education, social justice, and the power of student-led change. As a Trustee, you’ll help shape MDXSU’s strategic direction, scrutinise finances, and ensure we’re fulfilling our charitable purpose.

We welcome applications from people of all backgrounds—particularly those with experience in one or more of the following areas:

• Membership-led or student-led organisations
• Finance or legal oversight
• HR and organisational development
• Higher education policy
• Equality, diversity, and inclusion
• Fundraising and income development
• Charity governance
• Community connections in North London

About You

We're seeking individuals who are:

• Proactive, collaborative and strategic thinkers
• Committed to MDXSU's values and mission
• Confident communicators who can support and challenge effectively
• Passionate about student voice and social change 

For the Chair role, we're looking for an experienced leader to guide the Board, support the CEO, and help drive the organisation to new heights. If interested, please indicate this in your application.

Time Commitment & Expenses

• Approx. 5 board meetings per year (in-person in London)
• Optional involvement in sub-committees (4 additional online meetings annually)
• Occasional away days or events
• All reasonable expenses covered, with travel and accommodation booked by MDXSU

How to Apply

To apply, send your CV and a one-page cover letter outlining your interest in the role and how your experience matches our needs. Please apply by 9am on Friday 6th June to be considered for our initial round of interviews in early June. Applications will remain open until all positions are filled.

We are looking for a highly motivated, values driven, senior professional strategist who is passionate about social justice for young people through arts, culture and creativity. Our Trustees bring specific skills and expertise, including in HR, finance, legal, fundraising, digital, capital development and artistic development. We are seeking a Vice-Chair with broad strategic skills along with a legal background to provide support to the Chair and additional leadership to the Board of Trustees.

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