Finance trustee volunteer roles

Oxfordshire Youth Trustee – Finance Role
Description: Please read our accompanying recruitment pack for more information about working at Oxfordshire Youth, including our approach to diversity and inclusion through recruitment.

Remuneration: None, voluntary position. Expenses for travel may be claimed.

Time Commitment: Four formal three-hour board meetings per-year. Sub-committee and other officer roles require additional time. Additional meetings as and when circumstances require.

Term: Three-year terms for a maximum of three consecutive terms after which a Trustee may be reappointed following a year away from the board.

Location: Oxfordshire
Reporting: To the Board of Trustees
Reference Documents:

• Charity Commission Essential Trustee Guide
• Charity Governance Code
• Charity Commission Guidance

Oxfordshire Youth

Oxfordshire Youth is a boundary-breaking youth development charity, passionate about creating a future for and with young people that gives them the best possible opportunity to realise their potential. Oxfordshire Youth supports the youth sector across the county, working with grassroots leaders; it delivers innovative youth leadership programmes; and it provides a transformational supported accommodation service for young people. In everything it does, OY aims to meet the needs and aspirations of young people. All the charity’s work is grounded in best practice safeguarding and youth work principles and practice.

1. Charity Trustees

The Charities Act 1993 defined charity trustees as those responsible under the charity’s governing document for controlling the administration and management of the charity. This is the case regardless of the terminology used to describe the role. The trustee board at Oxfordshire Youth usually comprises up to twelve trustees, although there is no formal limit on the number of trustees, including the following roles:

• the Chair of the Board of Trustees
• the Deputy Chair and CEO Line-Manager
• the Treasurer and Chair of the Finance, Audit and Risk Sub-Committee
• the Safeguarding Lead and Chair of the Safeguarding,Quality and Impact Sub-Committee the People and Development Lead and Staff Liaison Trustee

2. The Role of the Board

At its most fundamental the role of the trustee board is to receive assets from donors, safeguard them and apply them to the charitable purposes of Oxfordshire Youth. The trustee board must always act in the best interests of Oxfordshire Youth, exercising the same standard of duty of care that a prudent person would apply if looking after the affairs of someone for whom they have responsibility.

Trustees are ultimately and legally responsible for everything Oxfordshire Youth does. Trustees fulfil this responsibility by deciding the strategy, establishing organisational policies and implementing appropriate monitoring, reporting and control mechanisms to ensure and evidence compliance. Trustees appoint the CEO and, on recommendation by the CEO, appoint the Senior Leadership Team to manage all operational matters and the operational team in line with the approved strategy, policies and control mechanisms.

3. Duties of a Trustee

The statutory duties of a trustee are:

• Ensure that Oxfordshire Youth complies with its Articles of Association, charity law, and any other relevant legislation or regulations
• Ensure that Oxfordshire Youth pursues its objects as defined in its Articles of Association
• Ensure Oxfordshire Youth applies its resources exclusively in pursuance of its objects. For example, it must not spend money on activities which are not included in the objects, however worthwhile they may be
• Contribute actively to the board of trustees by giving firm strategic direction to Oxfordshire Youth, setting overall policy, defining goals, setting targets and evaluating performance against agreed targets
• Safeguard the good name and values of Oxfordshire Youth
• Ensure the effective and efficient administration of the organization
• Ensure the financial stability of Oxfordshire Youth
• Protect and manage the property of the organisation and to ensure the proper investment of the organisation’s funds
• Appoint the Chief Executive Officer and monitor performance

In addition to the statutory duties listed above, each trustee should use any specific skills, knowledge or experience they have to help the board of trustees reach sound decisions. This may involve leading discussions, identifying key issues, providing advice and guidance on new initiatives and evaluating or offering advice on other areas in which the trustee has particular expertise. Trustees must ensure that the charity has a clear vision, mission and strategic direction and is focused on achieving these.

4. Minimum Time Commitment

Trustees are expected to attend an induction session at Oxfordshire Youth prior to their first board meeting. Trustees are expected to attend the four annual board meetings which last approximately three hours (typically 6.30-9.30pm). Papers, proposals and reports are distributed one week in advance of meetings. Trustees may be asked to join a sub-committee or working group each of which have their own terms of reference and minimum time commitments. There is also an annual strategic planning board away-day or residential held each year.

5. Person Specification

Each trustee must have:

• A commitment to the mission of Oxfordshire Youth
• A willingness to meet the minimum time requirement ● An understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship
• Strategic and forward-looking vision in relation to the charity’s objects and aims
• Independent judgement, political impartiality, an ability to think creatively and a willingness to speak their mind
• Good communication and interpersonal skills including a willingness to use tact and diplomacy to challenge and constructively criticise
• Integrity

The board of trustees collectively needs skills and experience in the following areas:

• Leadership and human resource management
• Financial management, income generation and enterprise
• Safeguarding experience and expertise
• Public policy and public affairs
• National and local youth sector
   

For this position, we are looking for an individual to join the Board of Trustees who is currently practicing within the finance profession, or who has significant skills and experience within this field, and who would be happy to use their position to provide financial advice and guidance to Oxfordshire Youth.

Oxfordshire Youth (OY) recruits outstanding talent to ensure we provide outstanding programmes services to the young people of Oxfordshire and the organisations who serve them. We are committed to creating a team of people that make diversity and inclusion the normal. Oxfordshire Youth are actively seeking to recruit candidates from Global Ethnic Majority backgrounds, and from candidates who may consider themselves to have lived experiences in the areas in which they work.

Oxfordshire Youth offers Trustees robust training to support them to succeed in their role and to broaden their knowledge on the youth sector, and other relevant issues.

6. Trustee Role Boundaries

Trustees in a decision-making capacity:

• As a board of trustees
• As a sub-committee
• Chair - delegated authority by the board to make decisions between board meetings where necessary
• CEO Line Manager - delegated authority by the board to make decisions between board meetings where necessary

Trustee roles outside of the above decision-making capacity:

1. Advisory role (i.e. offering advice in an area of expertise). In this capacity the Trustee is acting as Trustee but, as noted above, does not have decision-making capacity in their own right.
2. Volunteer role (i.e. participating in an operational working group). Here the Trustee is subject to the decision-making of the operational team-member who is in a position of authority. As a volunteer the Trustee is at liberty to withdraw.
3. Observer role (i.e. attending an OY workshop for young people or observing OY work). In this capacity they are acting as a Trustee but have no role beyond observing or information gathering for the purposes of strengthening their own understanding and / or board-level decision-making.
4. Champion role (i.e. spreading the message about the work of OY). In this capacity they are acting as a Trustee, helping to build the profile of the work of OY, with no decision making, but with the view of creating a positive image and sign-posting people to OY.

We’ve been shaping social change since 1884.

In our 141st year, we are looking for new Trustees to us achieve our vision of a  fairer future for East London and beyond.

Vacancy: Finance Trustee x 2

About Toynbee Hall

Toynbee Hall works alongside people facing poverty and injustice to build a fairer future.

Based in the East End of London since 1884, we provide vital support to individuals through our advice and support services and work in partnership with local communities to tackle unfairness through research and advocacy. We are a place where people come together to work out solutions to the challenges facing us all and to shape systemic change.

As a charity we are governed by our Trustees - a group of volunteers who have responsibility for setting our strategy and ensuring we meet our charitable objectives.

However, with the pandemic's aftermath and the ongoing cost of living crisis, we face unprecedented challenges. The most vulnerable communities are hit hardest, and our role has never been more critical. We are constantly reviewing our own allocation of finite resources to ensure we are clearly and effectively focusing on where we can make the greatest impact. 

We are looking for Trustees with finance experience to join our Board; helping to shape our future plans and strategy.

Over the past five years, Toynbee Hall has undergone a significant renewal, revitalising our historical buildings, creating spaces that not only provide advice and community connections but also generate revenue to support the delivery of our services and research. Like many organisations we face challenges and some difficult decisions over this period but we are energised about the changes we want to see and how we can contribute. We are also keen to collaborate and grow our projects and thus have wider impact.

We have an engaged, diverse and skilled Trustee Board who are working alongside our senior team as we implement our new strategic plan and organisational priorities.

You can find out more about our existing Trustees on our website.

What we are looking for and what we can offer

It is important to us that we attract Trustees from a range of backgrounds. You don’t need to have previous experience of being a trustee, so please don’t let that put you off!

We will offer an induction program and support to take up the position.

We aim to have a trustee board that reflects the local community, so we especially encourage to apply if you live in Tower Hamlets or who have a personal connection with Toynbee Hall, Tower Hamlets or the East End. Our Board is currently diverse in age, gender and ethnicity and we are committed to maintaining that diversity. We particularly want to hear from potential Trustees who are Black or Asian.

The essential responsibilities of a Toynbee Hall Trustee is to ensure that the organisation pursues its charitable objectives and ensure we remain a going concern.

Trustees must be people with independent judgement, with an ability to think strategically and creatively about the challenges and opportunities ahead.

For this role you will have a financial qualification with at least 3 years’ experience in finance / accountancy. Ideally experience in financial decision making. An understanding of charity funding would be an advantage.

Above all you need to have real enthusiasm for our work and for supporting and guiding our Chief Executive and Toynbee Hall’s passionate and committed staff and volunteers so that they remain focused on tackling inequality and poverty in East London and beyond. And in return we are commitment to helping you gain experience in the non-profit sector strategy and decision making.

 The time commitment to be a Trustee

We ask our Board members to attend four evening Board meetings a year, an annual away-day and to be a member of one Committee. Our Committees meet up to three times a year. At the moment our committee meetings tend to be over video, where Board meetings aim to be in person. In person meetings take place at Toynbee Hall’s home in Commercial Street, E1. Board and Committee meetings are held in the evening.

Each Board member serves for a three-year term. This will then be reviewed by the Board with a maximum nine-year term.

Our Board members are also active ambassadors for Toynbee Hall. This means attending and supporting events and taking opportunities to promote and develop the work of Toynbee Hall through networks and contacts.

Next steps and what to expect

We will be accepting applications until midday on 9th June 2025. Interviews will be held with two of our trustees (online) and a second stage with the Chief Operating Officer (in person).

About Us

Citizens Advice are the people’s champion. For 85 years, we’ve been working on issues that affect the whole of society to help to shape a society that’s fairer for everyone. No other advice service 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. By helping people with the underlying cause of their problems and helping to prevent them getting worse, we save the government and public services hundreds of millions of pounds every year.

Citizens Advice West Sussex (CAWS) works as part of the national network as an independent, local charity, and company limited by guarantee. The charity has annual income of circa £2.6 million and employs around 70 staff supported by 250 volunteers, working from six locations across the County.

Background to the roles

Our board currently comprises eight trustees who have served between two and eight years. The previous chair had been in-post for two years but has had to step back for personal reasons while remaining a trustee. Meanwhile, another trustee, Mike Jones, has taken on the interim Chair role.

Our Finance Trustee will have served six years in 2025 and would like to retire once a successor is in place and there has been time for handover.

Main Responsibilities

The role of the Finance Trustee is to oversee, approve and present budgets, accounts and financial statements as well as the preparation and presentation of financial reports to the board. in addition, ensure that appropriate accounting procedures and controls are in place and liaise with the CEO and her senior team about financial matters.

Person Specification

• A recognised financial qualification or equivalent knowledge gained by experience 
• The ability to take a strategic approach to financial planning and oversight and to help non-financial colleagues understand these
• Previous experience of charity finances and fundraising or a willingness and ability to gain this through training

Diversity and inclusion 

Our commitment is to promote equality through our services and workplace, aligned with National Citizens Advice’s aims. We aim to challenge discrimination through advice, champion equality through research and campaigns, and value diversity as an employer and volunteer agency.

How to apply

Eastside People is supporting Citizens Advice West Sussex in the recruitment of these roles. 

Please apply by submitting your CV and a cover letter (both in Word doc. format), which should indicate why you are interested in applying for the role and how you meet the selection criteria.

The closing date for applications is Monday 23rd June. Shortlisting interviews will take place shortly after and the two-stage interview process with Citizens Advice West Sussex will take place during the following weeks.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you. 

Inclusive Boards is pleased to be supporting The University of Birmingham Guild of Students in their search for an External Trustee. The Guild is looking for a professional to join our Trustee Board as an External Trustee. The Trustee Board is ultimately responsible for overseeing the affairs of the Guild. Our Trustees must ensure that the Guild is well run and delivers the objectives for which it has been set up.

We would encourage candidates with current or previous experience in a membership or charitable organisation; however, this is not necessarily a requirement. We would be particularly interested to hear from individuals with a background in Strategic Financial Management and previous experience as a Students’ Union Officer, but these are not essential.

The post of External Trustee is appointed for a period of three years, which can be extended for a second term up to a maximum of six years. This role is not remunerated; however reasonable expenses (travel/accommodation etc) will be reimbursed.

Join a dynamic board supporting primary schools in diverse, deprived areas. Use your strategic finance skills to shape the trust’s future, ensure sustainability, and help every child thrive through smart, impactful use of resources.

What will you be doing?

We are seeking a Lead Finance Trustee to join our committed and dynamic board of trustees, working to support primary schools in some of the most socially diverse and economically deprived areas. This is a rewarding opportunity for an experienced and strategically-minded finance professional to make a meaningful difference in the lives of children.

As Lead Finance Trustee, you will play a vital role in shaping the trust’s financial strategy, ensuring long-term sustainability and effective resource allocation. You will use your knowledge of strategic financial management to help oversee budgets, support informed decision-making, and provide robust challenge and assurance to the executive team.

Your expertise will help ensure that public funds are used wisely and transparently, so that every pound spent has a direct, positive impact on pupils. Working closely with other trustees and leaders, you’ll help ensure the trust’s priorities align with its mission to support children in overcoming barriers, reaching their full potential, and thriving at school.

This is an opportunity to apply your skills and values where they truly matter—supporting equity in education and contributing to brighter futures for the next generation.

What are we looking for?

We are looking for a finance professional with the vision, integrity and commitment to contribute meaningfully to the strategic leadership of our trust. As Lead Finance Trustee, you will provide expert guidance and challenge on the trust’s financial sustainability and ensure that public funding is used effectively to support the best possible outcomes for children.

You should bring:

• Proven experience in strategic financial leadership, ideally at board or senior management level, within a public, private or charitable sector organisation
• A strong understanding of financial reporting, budgeting, risk management, and long-term financial planning
• The ability to interpret complex financial information and communicate it clearly to non-financial colleagues
• A track record of constructive challenge and oversight, with sound judgement and a strategic mindset

While experience in education is not essential, an understanding of public sector funding, academy trust structures, or governance in a regulated environment would be advantageous.

You will also bring the following personal qualities:

• A commitment to educational equality and improving life chances for children in disadvantaged communities
• Independence of thought, professional curiosity, and a willingness to challenge assumptions in the best interests of pupils
• Excellent communication skills and the ability to work collaboratively within a diverse and values-driven board
• Integrity, discretion, and a deep sense of accountability for public resources

This voluntary role is ideal for someone who wants to apply their financial expertise to a cause that matters. You’ll play a key part in helping us deliver sustainable, high-impact education for children who need it most.

What difference will you make?

As Lead Finance Trustee, your influence will reach far beyond balance sheets.

You will ensure that financial decisions directly translate into better outcomes for children, particularly those facing disadvantage. By applying your expertise, you’ll help the trust allocate resources effectively—supporting high-quality teaching, inclusive learning environments, and targeted interventions where they’re needed most.

Your strategic oversight will:

• Strengthen the trust’s financial resilience, enabling it to adapt and grow sustainably
• Guarantee that public funds are used transparently and in the best interests of children
• Help shape long-term goals that reflect the needs of diverse, underserved communities
• Provide assurance to stakeholders, parents, and regulators that the trust’s finances are robust and ethically managed

Ultimately, your role will empower the trust to deliver on its mission: to raise aspirations and improve life chances for every child.

Before you apply

A simple CV or application plus an informal interview to assess suitability

About Us

Maytree addresses a critical gap in suicide prevention, focusing on those in acute, pre-suicidal states where support from helplines, GPs, therapists or charitable organisations fails. For individuals overwhelmed by suicidal intent, emergency services like A&E often exacerbate fear and shame, leaving them with few options to safely disclose their distress.

Maytree’s vision is to fill the gap, by offering compassionate care and continuous containment in a collaborative community.  A sanctuary for respite: calm, safe, warm, friendly, and nurturing. Non-medical, non-judgemental. A place and a time to talk. One that rekindles hope and self-esteem, new insights, restores identity, belonging, and relationship networks from the meltdown of crisis.

Its model turns a high-risk crisis into one of lower risk, one that is manageable. And with proven good outcomes, often a transformative experience.

Background to the role

Maytree closed its doors in March 2023 following management and governance issues. Founder Michael Knight, who had previously stepped away, returned to take over the operations alongside a group of trustees appointed by him and his wife Judith. 

Maytree re-opened in April 2025 with a new board of trustees, who have appointed an operations team, defined the model and service matrix, and overseen the renovation of the house. The husband-wife pair, serving as co-chief executives, are preparing to transition out of their roles. In addition to recruiting a new Chief Executive Officer and Chair, adding a trustee with some financial experience is important for maintaining the charity's short-term stability and guiding its strategic direction.

Main Responsibilities

• Compliance with Company’s Act and Charity Commission responsibilities.
• Developing and agreeing strategy and plans as put forward by CEO/Chair.
• The appointment and accountability/performance/remuneration of executive leadership.
• Overseeing and ensuring that appropriate policies are in place for management of all aspects of risk.
• Chair a Board Sub-Committee on Finance to approve Accounts and liaise with the auditors as appropriate.
• Oversee that financial controls and systems are fit for purpose, advise on presentation to Trustees of annual Accounts and ensure that timely and appropriate budgets, forecasts, management and financial accounts are provided to Trustees.
• Accepting nomination as a signature on the charity’s bank mandates.
• Overseeing/advising on banking arrangements and best deployment of cash reserves
• Monitor cash reserves and ensure they are properly managed and placed where they can get the best possible return.

Person Specification

• Experience with financial reporting, whether in a private or charity sector context. You do not have to be a chartered accountant.
• Comfortable leading meetings about finance issues.
• Able to think strategically and innovatively about the future direction of Maytree.
• Passionately committed to mental health provision and suicide prevention.
• Fully committed to the charity’s ‘no blame’ culture, approaching problem solving in a supportive, constructive and transparent way.
• Fully committed to Maytree’s values: trust, respect, openness, empathy, equity, non-judgement and inclusiveness.

Diversity and inclusion 

We want you to have every opportunity to demonstrate your skills, ability, and potential. Please contact us if you require any assistance or adjustments so that we can help with making the application process work for you.

How to apply

Eastside People is supporting Maytree in the recruitment of these roles. 

Please apply by submitting your CV and a cover letter both in Word doc. format, which should indicate why you are interested in applying for the particular role and how you meet the selection criteria.

The closing date for applications is Monday 23rd June and our candidate assessment schedule is as follows:

• EP screening interviews and informal conversations carried out through the recruitment process with final interviews taking place by Friday 4th July.
• Formal interviews with the Maytree board in the week commencing 7th July.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you. 

At Involve, we are an innovative, creative, ambitious charity with 110 staff and supporting over 30,000 people through a wide range of programmes and services, all aimed at improving health and wellbeing within communities. We are looking for experienced individuals to join our Board of Trustees; with the highest levels of integrity and a drive for excellence, who are able to think strategically, to challenge and scrutinise, read, understand and interpret complex information, and to work collaboratively and inclusively ensuring we achieve our charitable objects and are well run.

At present we are particularly seeking individuals with the following expertise:

• Finance (comfortable in a treasurer position if elected)

We are looking for a Finance Trustee to support the Board by providing an oversight of our affairs, ensuring our financial viability and that proper financial records and procedures are maintained. 

We are a small CIO with 3 part time staff.  Our Finance Trustee will participate in all areas of our governance but take a special interest in the financial  strategy and governance. They will use their sound financial skills & experience to support the Board’s understanding & interpretation & to ensure legislative compliance.

Our payroll is outsourced and we have an external investment portfolio manager.

Our current finance trustee has served their term of office & it is now time to look for their successor.

All meetings except our AGM/annual award event are remote. We need you to be available to attend: 

2 (evening) Board meetings

1 summer (evening) business meeting

3 Finance subcommittee (evening) meetings

1 in person day Board/AGM/Award event

Fundraising sub committee meetings - frequency tbc these will be held remotely in the evenings

The Finance Trustee will adhere to the role description of a trustee & in addition has the following key responsibilities:

• To support the Board to oversee & to ensure appropriate presentation of budgets, accounts, management accounts and financial statements.
• To ensure appropriate presentation of accounts and records, ensuring that financial resources are spent in accordance with the charity’s policies, good governance, legal & regulatory requirements.
• Liaising, where applicable, with the Chair/ other appropriate members of staff & supporting on financial matters
• Supporting the Board to monitor the financial viability of the charity.
• Creating in conjunction with relevant trustees & staff sound financial processes & procedures for the control of the charity’s assets.
• Advising on the financial implications of the charity’s strategic plan.
• Reviewing the annual accounts &, where applicable, liaising with the charity’s external bookkeeper to ensure the accounts are compliant with the current charities’ SORP.
• Ensuring that sound financial management is maintained & ensuring expenditure is in line with the charity’s objects.
• Authorisation of charity expenditure & banking transactions set up on online bank accounts
• Liaison with the fund manager responsible for the charity’s investment portfolio
• Oversight of payroll, HMRC reporting & operation of auto-enrolment pension scheme for staff

If you are inspired by faith to volunteer at senior level for a leading Christian charity operating in some of the world’s most vulnerable communities in 26 countries in Africa, Asia, the Middle East, and Latin America and the Caribbean, then this role could be the perfect role for you. 

Christian Aid is looking to appoint a Trustee with professional accountancy qualifications and senior financial experience to join our Board and our Finance, Fundraising and Investment Committee or our Audit and Risk Committee.

In this recruitment round, we are looking for up to two candidates with professional expertise in senior financial including professional accountancy qualifications

Board members are expected to be active Christians so as to help lead, direct and develop Christian Aid as the Churches’ agency for international development and poverty eradication.  Christian Aid values diversity in its Board and welcomes people from all sections of the Christian community.

As a trustee, you will be appointed for an initial four year term, and are eligible to be re-appointed for further terms of office, limited to a maximum of eight consecutive years.

Trusteeship is voluntary with no salary payable, however reasonable out-of-pocket expenses will be reimbursed.

For further information, see the role profile below and our website

Wimbledon Guild is recruiting a new Trustee to serve on our Finance Committee and our experienced and established Board. We are looking for people who have the professional skills and personal passion to help us deliver support services to adults in Merton with the ambition that no-one should face life’s challenges alone.​

About Wimbledon Guild

Wimbledon Guild is a community charity offering practical help and support so that people in Merton never have to face life’s challenges alone.

Whether someone is worried about money, they’re feeling low or overwhelmed, or they’re looking for new friends and activities locally, we’re always here.

Wimbledon Guild is more than just a place, we're a real community where everyone belongs.

We’ve supported our community for over 100 years and continue to grow our services in response to local needs and aspirations.

We are passionate about providing holistic services tackling issues such as social isolation, financial hardship, emotional  and mental health difficulties. We also have an extensive activity programme aimed at keeping older people active and healthy. We have earned a reputation for delivering excellent services and we collaborate closely with other local and national organisations to ensure that our approach is dynamic and relevant.

About the Role

This is an exciting opportunity for someone with a strong professional background in finance to join a well-established and effective Board, and to contribute their experience to ensure that Wimbledon Guild achieves its goals. The Trustee will attend the Finance Committee and Board meetings, fulfilling all of the general duties of an active trustee. These include helping to develop strategy, providing oversight, and promoting the highest standards of corporate governance.

About You

We are looking for someone with the following qualities:

- A clear and confident communicator who has experience working at a senior level.

- An ability to work with complex financial information and identify its strategic significance.

- A strong professional background in finance, audit, banking or related professions in the private, public or voluntary sector

- A willingness to be a committed Board member, and to contribute actively to a skilled and experienced Board.

- A commitment to Wimbledon Guild’s objectives and to the Merton community.

- An understanding of and commitment to our  Diversity, Equity and Inclusion policies

To apply please read the Finance Trustee recruitment pack.

Closing date for applications - Monday 2nd June at 9am.

Interviews will be scheduled for end of June.

About Adventure Ashram 

Adventure Ashram is a small but mighty UK-based charity founded by adventurers in 2007. We support grassroots partners in India to deliver essential projects focused on: 

• Combating human trafficking 

• Supporting education for vulnerable children 

• Providing access to vital healthcare 

Our approach is bold, adventurous, and collaborative. We raise funds through exciting events, creative campaigns, and overseas adventures—like our flagship global initiative, Yoga Stops Traffick.

Role: Trustee – Finance Specialist (Treasurer Role Available) 

We are looking for a new Trustee with strong finance or accounting expertise to join our Board and help steward the charity’s finances. 

This is a key governance role. 

What we’re looking for 

We’re seeking someone who can provide financial oversight and strategic advice to ensure our resources are used effectively and transparently. 

You might have experience in: 

• Charity finance, audit, or financial management 

• Budgeting and forecasting 

• Risk management and financial reporting 

• Strategic financial planning 

• Investment, reserves or funding models for small charities 

• Serving as a Treasurer or Finance Trustee (desirable, not essential) 

A recognised accounting qualification (e.g., ACA, ACCA, CIMA) would be valuable, but we welcome applications from those with relevant experience regardless of qualification status. 

Trustee Commitment 

• Board Meetings: 4 per year (weekday evenings, usually online) 

• Committee Involvement: All trustees join a committee (Finance, Fundraising, or Programme Management). The Finance Committee meets every 2 months. 

• Events: Attend 1–2 UK-based Adventure Ashram events per year (where possible) 

• Approximate time commitment: 1–2 hours per week 

Why Join Us? 

By joining Adventure Ashram’s Board, you’ll: 

• Play a vital role in ensuring good governance and financial health 

• Help steer a unique, adventure-fuelled charity into a sustainable future 

• Contribute to life-changing work supporting survivors of trafficking and vulnerable communities in India 

• Gain experience in nonprofit governance and leadership 

“Adventure Ashram is a brilliant small charity; it supports fantastic projects in India and manages to have a lot of fun in the process. Volunteering as a trustee gives me a chance to do something meaningful with good people—and I can’t wait to welcome more members to the team.” 
— Current Trustee 

We are seeking an experienced finance professional to provide strategic guidance on treasury management and support the Foundation with long-term financial modelling. The ideal candidate will also be comfortable engaging with the detail, offering practical advice on management accounts, and contributing to robust financial oversight.

As Martingale transitions to an independent charity, we anticipate this role evolving into that of Treasurer, with key responsibilities for year-end accounts and reporting to the Charity Commission. While experience with charity accounts is preferred, it is not essential. Martingale Foundation is currently incubated by Purposeful Ventures, which sets the investment strategy and manages the Foundation’s scholarship funds (approximately £5 million). An external finance consultancy has also been appointed to support financial administration.

When Martingale becomes an independent charity, the Finance Trustee will collaborate closely with the Head of Strategy and Operations to develop an investment strategy that aligns with our organisational goals and mission. The investment decisions will need to maximise the impact of held funds while maintaining a low risk profile to safeguard future Scholarships.

Requirements:

• Experience in senior finance roles
• Professional finance qualification (e.g. ACA, ACCA, CIMA)
• Knowledge of treasury management
• Ability to convey complex financial information to non-finance stakeholders
• Experience of working with a rapidly growing organisation, and building appropriate finance systems 
• Familiarity with grant reporting and donor compliance requirements (desirable) 
• Familiarity with charity accounting and SORP (desirable)

Job Description:

• Advise on Martingale’s budgeting, forecasting, variance analysis, and finance reporting where needed ahead of quarterly Board meetings
• Provide expert advice to the Board on Martingale as a going concern, ensuring Board members without a finance background have a full and fair understanding of the Foundation’s financial status
• Build organisational resilience by supporting long-term financial planning
• Support Martingale in its transition to an independent charity by helping to design an investment strategy and appropriate systems and processes to ensure effective financial controls
• Ensure effective monitoring and management of risk

About Us

Frank Parkinson was a pioneering electrical engineer, notable for the early development of electric lighting and motors. He and his brother established a company in their hometown of Guiseley, West Yorkshire, which prospered and became Crompton Parkinson. When he died in 1946, Frank left a large part of his considerable fortune to establish the Trust, and we focus on the following:

• Providing inclusive, low-cost accommodation to older adults (and others by exception) registered as living in the wards of Leeds and Bradford who are experiencing socio-economic deprivation and/or adverse consequences of increased costs of living.
• Investing in the local community to help address the wider determinants of health and wellbeing.
• Providing educational opportunities for the local population in the fields of information technology and engineering through working with partner organisations (e.g. voluntary and community social enterprises, higher education institutions).

Under the wider objectives of the Trust, we also make grants to other registered charities within the Guiseley area, where their aims align with ours. For example, we have provided ongoing support to a local charity catering for the needs of older adults with living disabilities by funding the purchase of a minibus. This facility has enabled them to go shopping and access other local amenities.

Background to the roles

The Board of the Frank Parkinson Yorkshire Trust currently comprises five Trustees including the Chair. We recognise the need to enhance the Board and welcome new Trustees who will bring energy and a range of knowledge and skills to support our important work. We are seeking motivated people who live locally or in the surrounding areas and who share our commitment to honour Frank Parkinson’s legacy by providing housing for older people and supporting local charities. 

We’re looking for one or more trustees with a finance background as well as someone with a legal background, possibly in property law. Applications would also be welcome from people interested in our work who bring other skills and experience, for example, social housing, property, charity governance, or older people.

Main Responsibilities

Finance Trustees(s)

The role of the Finance Trustee(s) is to oversee, approve and present budgets, accounts, and financial statements as well as the preparation and presentation of financial reports to the board. In addition, ensure that appropriate accounting procedures and controls are in place and liaise with the Operations Manager about financial matters.

Legal Trustee (property)

This role will provide expert legal advice on property-related matters, including leases, compliance, and risk management. You will support the strategic oversight of our property portfolio, ensuring legal integrity, regulatory compliance, and alignment with charitable objectives.

General Trustees

These roles will support our work by bringing professional skills and experience from other areas such as social care, work with older people, buildings and property, and charity governance. You will support our work, ensuring we deliver on our strategy and are providing the best, most appropriate care to our residents. Trustees are valued ‘critical friends’ and your input will be invaluable.

Person Specification

Finance Trustee

• A recognised financial qualification
• The ability to take a strategic approach to financial planning and oversight and to help non-financial colleagues understand these
• Analytical ability and good independent judgement

Legal Trustee (property)

• Ensuring compliance with relevant legislation, including charity and company law
• Supporting governance processes related to property and estates
• Contributing to board-level discussions on risk, sustainability, and legal frameworks

General Trustees

• Analytical ability and good independent judgement
• The ability to think strategically and understand the importance of The Frank Parkinson Yorkshire Trust’s role
• The ability to work effectively as a team member and demonstrate a willingness to learn and develop

Diversity

Eastside People is fully committed to equality of opportunity and diversity and work with our clients to ensure that we recruit inclusively, seeking to address the under-representation of some groups of people on boards and in leadership teams. 

How to apply

Eastside People is supporting the Frank Parkinson Yorkshire Trust in the recruitment for this role. Please apply by sending your CV and cover letter both in Word doc. format. 

Please use the cover letter (max 2 pages) as an opportunity to add to the information you have shared in your CV and ensure that you cover the following:

• Why are you interested in becoming a Trustee, and why with the Frank Parkinson Yorkshire Trust
• How can you contribute to the Frank Parkinson Yorkshire Trust as a Trustee? Please highlight relevant experience and demonstrate how your skills match the specific requirements of the role as set out in the role description and person specification, if applicable.

We want you to have every opportunity to demonstrate your skills, ability, and potential. Please contact us if you require any assistance or adjustment so that we can make the application process work for you.

The closing date for applications is Monday 30 June with shortlisting interviews taking place as applications are received. The interviews with the Frank Parkinson Yorkshire Trust will take place on Thursday 17 July.

This is an exciting time to be joining UoGSU as we are implementing our new strategy. As an organisation we have been focused on communities, change and the education of our members.

We are looking for a trustee with experience and expertise in finance – this trustee will sit on our Audit and Risk committee. You will be a qualified accountant with experience of financial management, governance and oversight and an understanding of financial audit best practice. Previous experience of Audit and Risk committee work is of interest but not essential.

The individual appointed as trustee will need to be sympathetic to the aims of the SU and more generally share a commitment to the broader values of the student movement; student representation, student rights and the student experience – and the importance of students having a platform to organize together to help make these values a reality.

The role requires a careful balance; trustees need to respect the democratic will of the membership where possible but also be willing to think creatively, challenge constructively and point out potential risk. The Board is comprised of External Trustees, Officer Trustees and Student Trustees and oversees the work of a team of permanent staff a led by the Chief Executive.

An eye for detail to ensure the SU is being well governed and the ability to see future opportunities are also important.

The role is to serve on the board of trustees. Each term lasts 3 years and trustees can serve a maximum of 2 consecutive terms. Extensions are dependent on re-election to the board.

General candidate requirements:

All candidates will need to be comfortable reading and understanding financial information (or be willing to learn more about this aspect of the role). They should also have the following:

- An understanding of business management.
- A willingness and ability to devote the necessary time and effort to attend board andother meetings, including preparing and reading for those meetings.
- A willingness to speak their mind and contribute.
- Excellent communication and interpersonal skills.
- Analytical ability and good independent judgement.
- An understanding and acceptance of the role of a Charity’s Board of Trustees (including the legal duties, responsibilities, and liabilities of Trusteeship).
- A commitment to act in accordance with the Nolan principles for ethical conduct in public service and the SU own values.

Desirable but not essential:

-Recent experience of the higher education sector or of Students’ Unions.
-Experience or knowledge of board governance.

Commitment required

Board Meetings: There are 5 scheduled hybrid meetings each year, usually held early evening and lasting 2 to 2.5 hours, with extra meetings added if required (although this is rare). Each meeting will have associated reading and preparation work. Meetings are usually conducted face-to-face, but trustees may participate remotely depending on their schedule and other commitments.

Sub-committees: All trustees sit on a remote board sub-committee – the Audit & Risk or People Committee. These committees usually meet up to 4 times each year and are scheduled to fit trustee availability.

Board members will also need to be available to approve decisions electronically between meetings if required.
If feasible, Board members are also encouraged to visit the SU and observe major events such as Welcome.