Finance volunteer roles

Balance Support CIO is a specialist provider of learning disabilities services across SW London. We are seeking new trustees to support the charity's widening strategic partnerships and business growth.

What will you be doing?

Reshaping our Board

Balance has trustees with substantial experience across a range of disciplines from housing law to management consultancy and information technology. This experience and knowledge have been critical in supporting the charity's executive leadership restructure operations and qaulity assurance standandards.

As a result they have steered the charitys growth and development increasing turnover from £2.3 Million in 2022 to £4.2 Million in 2024. With additional new work likely in 2025, the board see's strengthening it's knowledge and specialisms as critical in leading this new phase of our development.

Who we are looking for

We are looking for new trustees who have a commitment to driving high quality and empowering social care services. You will recognise the importance of your role in being both a critical friend to the executive leadership as well as an expert in your given field.

Following some recent resignations the board is looking for trustees who can bring backgrounds: 

• finance -  insight, support and guidance to help develop a sustainable and financially resilient charity
• marketing - knowledge of and ability to support the charity's approach to marketing its services to new customers, commissioners and other business partners
• human resources - a background in HR that provides guidance and support to board in ensuring our personnel governance aligns with our legal obligations

Previous experience as a trustee is not necessary as we will offer training and support where there may be gaps in knowledge. However we are particularly keen to hear from candidates who may be from a black and minority ethnic background, women and people living with a disability. 

Where you live

We are a charity based in Kingston with operations across a number of boroughs in SW and Central London. Whilst insight and knowledge of SW london may be an advantage, our flexible approach to attending board meetings in person or online offers wider opportunities for participation from beyond the charity's base. 

What are we looking for?

We are looking for trustees with the following experience and skills:

Financial

• Strong commercial background in a senior finance role.
• Knowledge of (or willingness to get to grips with) charity SORP and any impending changes.
• Strong ability to communicate financial information to members of the Board and other stakeholders.
• Knowledge and experience of fundraising governance and good finance practice.

Marketing and Communications

• Knowledge and experience in a marketing and/or communications role
• Can provide industry knowledge and adivce on marketing and communications to grow brand and public awareness.
• Understand the role of strategic planning in relation commuications and market development.

Human Resources

• Experience and knowledge of HR management at a senior level
• Able to provide insight and strategic direction on our governance obligations in relation managing our workforce and supporting their development.

General

• Skilled in analysis, evaluation, and sound judgement
• Understanding and acceptance of the legal duties and responsibilities of being a trustee, or a willingness to undertake training at their appointment.
• A collaborative and team-oriented approach to problem solving and to management.
• The Board meets at least 6 times a year and each trustee is expected to attend all board meetings (even if remotely) to contribute to discussions and decisions and occasional attendance at other community events, service visits and away days.

The difference you will make

As a new member of our board you will be joining at an exciting time for the charity. We are increasingly recognised as a quality provider of services to people with a range of specialist and complex needs. 

The roles we are looking to fill on the board will provide expertise and insight key to our growing portfolio. You will support our growing level of privately sources income, the charity's social enterprise arm and the charity's push to grow its brand for generally.

Your commitment to transforming the lives of people with learning disabilities and/or enduring mental health support needs will also inform your application. As a trustee you will instrinsically align with our 6 values:

• Idependence
• Empowerment
• Staff Recognition
• Professionalism
• Sustainability
• Partnership

And be able to mobilise you knowledge in maximising the boards ability to lead our development in relation to them.

Before you apply

Trustee applicants will be invited for an informal discussion with the CEO prior to a more formal discussion with a selection of trustees. This will enable any candidate to find out a little more about the charity, to discuss dates when they can meet with trustee's and ensure they have space to ask any questions necessary to inform their decision making.

We are looking for a dedicated Volunteer Treasurer to join our Board of Trustees and help guide the financial well-being of the charity as we grow and respond to increasing need. Becoming a Treasurer at Shiloh means more than just numbers. You’ll be helping us build stronger futures for some of the most vulnerable people in our community. It’s a chance to use your skills for good and to be part of a dedicated, friendly team.

As Treasurer, you will:

• Work closely with the Board, Chief Executive, and Finance Manager

• Ensure our finances remain sustainable, compliant, and transparent

• Be part of a passionate team committed to lasting change for people affected by homelessness

General Responsibilities of a Trustee

• Ensure the charity focuses on its purpose and all activities align with its aims and objectives

• Comply with the governing document and meet all legal requirements

• Act in the charity’s best interests

• Prepare for meetings, seek advice when needed, and make informed decisions

• Contribute to Shiloh’s strategy and policies, and support and guide the Chief Executive and staff team

Specific Responsibilities of the Treasurer

• Ensure the charity’s financial affairs are legal, constitutional, and in line with accepted accounting practice and Charity Commission guidelines

• Oversee accurate record-keeping and effective financial procedures and controls

• Lead the Finance Sub-Group (with the CEO and Finance Manager) to monitor financial health and report key updates at Board meetings (e.g. income/expenditure, balance sheet, cash flow, reserves)

• Oversee the timely preparation of the annual budget and recommend its adoption to the Board

• Guide trustees in assessing the financial viability of plans, proposals, and feasibility studies

• Ensure financial resources meet both present and future needs

• Maintain a robust overview of financial risks facing the charity

• Oversee the production of financial reports, returns, accounts, and independent examinations

What We’re Looking For

Knowledge and Understanding

• Experience in charity finance and fundraising

• Financial qualifications (desirable)

• Previous Treasurer experience (desirable)

• Trustee board or committee experience

• Knowledge of restricted, unrestricted, and designated funds

• Knowledge of Gift Aid

• Understanding of governance and the voluntary sector

• Awareness of the legal duties, responsibilities, and liabilities of trusteeship

Key Skills and Abilities

• Strong analytical skills to assess proposals and financial implications

• Ability to lead Finance Sub-Group meetings ahead of Board meetings

• Availability to provide occasional ad hoc support to staff on finance-related queries

• Able to build strong relationships and act as an ambassador for Shiloh

• Collaborative team player who values diverse perspectives

Personal Attributes

• Commitment to Shiloh’s vision and values

• Good listener, open to feedback and other perspectives

• Positive, problem-solving attitude

• High integrity and commitment to the Seven Principles of Public Life: selflessness, integrity, objectivity, accountability, openness, honesty, leadership

Do you want to share our passion for helping people to resolve their problems, and develop your leadership and strategic skills as a Board member in the process? Then we'd love to hear from you. Last year our team helped 6000 clients with over 93000 issues and demand is growing. 

Who are we?

We are part of the national Citizens Advice UK brand network, with a dedicated operational team of 40 staff and volunteers offering confidential advice to our community online, over the phone, and in person, free of charge. 

We are currently seeking a Trustee Treasurer to join our Board of Trustees to continue to deliver on our purpose and mission as a charity.

The role of a Trustee Treasurer

The Treasurer is a key Board member who is responsible for overseeing the Charity’s finances, and ensuring that fellow trustees can be confident that the Charity’s finances are used in the correct fashion and that the financial position of the organisation is secure. There is more detail about this on our website, including a Role Description, but in particular, alongside the general duties of a trustee, the role of Treasurer specifically involves

• Overseeing financial governance and strategy

• Working with our charity Finance Officer to ensure financial transparency; to develop and monitor realistic budgets and cash flow: and to maintain the charity’s financial sustainability

• Present financial data in an accessible format, and provide advice and guidance on financial matters, including risk, to the Board

• ensure that the organisation has an appropriate reserves policy 

• Lead our finance subcommittee

Who are we looking for?

You don’t need specific financial qualifications to be a Trustee Treasurer, but we are looking for someone with

• A strong background in finance

• a good understanding of the principles of sound financial management and strategic planning (essential)

• some knowledge or experience of charity finances, fundraising, financial consequences and pension schemes (useful)

• good numeracy skills to understand accounts

• an ability to explain complex financial information in an accessible way

What is in it for you?

We are looking for someone who enjoys working in a team with diverse experiences, opinions. and ideas to ensure that we make a positive difference to the communities we serve.

A personal testimonial below from our current Treasurer provides a great insight into the role;

“I learned so much in the first short months of my tenure as a Trustee it was very gratifying that I soon felt that I was contributing in a positive sense, not just to the activities of the Board but through them to the many clients who were benefiting directly from the support of the brilliant management , support workers and advisors working for the charity.

One of the most rewarding aspects is being part of a team of people jointly addressing a thorny problem, often from differing angles, utilising their full set of skills to arrive at a satisfactory resolution.

If you are in the process of building a career, finding a charity whose values you share, and supporting them as a Trustee Treasurer is an excellent opportunity to develop skills and expertise that can benefit you further along the line and to do something good for your community at the same time.” 

We are seeking a volunteer Trustee and Treasurer to help us manage the iconic Winterbourne Medieval Barn. You will join an experienced Board of Trustees who have developed activites to create a successful Community and Heritage Centre.

We run a programme of events for the benefit of the local community, as well as offering commercial hire  opportunities. The activities are  largely volunteer run and are supported by three part time staff. Our aim is to use this magnificent building for the benefit of all visitors and it ensure that it is preserved and managed so that it will continue to  inspire people for many generations.

As a Trustee and Treasurer you will use your skills and experience to ensure that the charity is run in a way that is responsible, effective and meets its legal and statutory requirements.

What Are we Looking For?

We are looking for someone with:

•  Knowledge and experience of finance practice relevant to voluntary and community organisations 
• Knowledge of bookkeeping and financial management 
• Good financial analysis skills 
• Ability to communicate clearly.

The main elements of the role are:

Summary

•  Oversee the financial affairs of WMBT and ensure they are legal, constitutional and within accepted accounting practice 
• ·As part of routine financial control ensure proper records are kept and that effective financial policies and procedures are in place 
• Monitor and report on the financial health of WMBT 
• Oversee the production of necessary financial reports/returns and accounts 
• Chair the Finance committee. 

Specifically 

•  Ensuring that finance systems and processes which support the Financial Procedures Manual policies are set up, documented and implemented
• Ensuring that sufficient records are maintained to show and explain WMBT’s transactions, in order to disclose accurately, the financial position of WMBT at any time 
• Managing the budgeting process for the annual budget 
• Presenting financial reports at each Trustees’ meeting which give the Board of Trustees an understanding of WMBT’s overall finances, and giving advice and information to support decision making 
• Liaising with the independent examiner to produce the statutory accounts.
• Provision of overall management of the Trusts’s bank accounts 

What are we looking for?

We are looking for someone with:

•  Knowledge and experience of finance practice relevant to voluntary and community organisations 
• Knowledge of bookkeeping and financial management 
• Good financial analysis skills 
• Ability to communicate clearly.

What difference will you make?

The continued success of the Trust depends on the maintenance of  strong financial support to ensure that the building is maintained and managed in an appropriate manner. The business plan requires a mix of heritage and commercial activities to achieve this and to ensure that the Trust continues to serve the community.

What is involved

Much of the role can be performed remotely, but there will be a requirement to attend 8 meetings a year at Winterbourne (4 Finance Committee meetings and 4 Board of Trustee meetings)

Help shape better lives for older people in Lewisham and Southwark

Age UK Lewisham and Southwark is a dynamic local charity committed to improving the lives of older people across two of London’s most vibrant and diverse boroughs. We support over 5,000 older people each year through life-enhancing services: from day centres to advice, befriending to wellbeing activities, and much more.

As part of the national Age UK network, we combine grassroots community knowledge with trusted service delivery. Our goal is a community where older people are valued, supported, and empowered to lead fulfilled lives.

The Role – Treasurer

As Treasurer and Trustee, you will play a key role in helping us achieve our mission. You will:

· Oversee the charity’s financial strategy and health, ensuring good governance and sustainability.

· Chair our Finance Sub-Committee and lead Board discussions on finance, investments, reserves, and risk.

· Support and challenge the CEO and Finance Director, providing strategic advice and guidance.

· Help drive long-term impact by ensuring robust financial planning aligns with our services for older people.

You will work closely with a committed group of Trustees and a skilled management team, making a meaningful contribution to the community.

What We Are Looking For

We’re keen to hear from people who:

· Are qualified accountants (ICAEW, ACCA, CIMA, CIPFA) or experienced senior finance professionals.

· Have excellent financial acumen, with the ability to communicate financial information clearly to non-finance colleagues.

· Have some experience of charity finance, fundraising and pension schemes.

· Have an interest in good governance and strategy and are effective team members.

· Share our commitment to improving the lives of older people and promoting equity, diversity, and inclusion.

Experience as a trustee is helpful but not essential - support and induction will be provided.

Time Commitment

· Board of Trustees: Meets 4 times per year (evenings, hybrid).

· Finance Sub-Committee: Meets 4 times per year (Treasurer chairs).

· Additional availability to liaise with the Chair, CEO, and Finance Director (typically monthly).

· Attendance at the Annual General Meeting and Annual Away Day.

Total commitment: approx. 6-8 days annually with flexibility and remote options.

Why Join Us

· Make a tangible difference in your local community.

· Gain or deepen non-executive leadership experience.

· Join a friendly, committed Board with a positive culture of teamwork.

· Be part of an organisation that values diversity, inclusion, and personal development.

English PEN is the founding centre of PEN International, a worldwide writers’ association with over 135 centres in more than 90 countries. English PEN is one of the world’s oldest human rights charities and works to promote literature and the right to freedom of expression through a wide range of campaigns, events, projects and publications.

We are looking for a new Treasurer to join our established Board of Trustees and help guide and advise us on financial affairs. The role of Treasurer is to oversee the accounts of the charity, chairing the Finance and Audit Committee, and acting as a point of liaison between the Board and the Director and Head of Operations. It does not involve day-to-day responsibility for the finances.

Duties and responsibilities

The Treasurer will provide financial expertise and oversight to help the Board carry out its financial responsibilities.

Specifically, they will:

• Chair the Finance and Audit Committee
• Work closely with the Director and the Head of Operations to monitor the financial stability of the charity
• Liaise with auditors and sign off the annual accounts
• Present the annual accounts to members at the annual general meeting
• Engage with PEN International on relevant matters

We are looking to recruit a Volunteer for the position of Treasurer who can oversee & support the Board, CEO & the Business & Central Services Manager on the financial management aspects of Leeway Domestic Violence and Abuse Services, from supporting with the financial forecasting, budgets & management account analysis, as well as all other financial related tasks and duties that the charity needs.

You must have previous experience in a financial role such as in Accounting and a good understanding of charities. You must be committed and dedicated to the role and the charity, ensuring any deadlines are met.

Experience:

• Charity Accounting: 2 years (Preferred)
• Accounting: 2 years (Desirable)

Women only to apply: S.7(2)(e) SDA applies. ‘Exempt under the Equality Act 2010 Schedule 9, Part 1’.

Volunteer Treasurer Role Description

The responsibilities of the Treasurer at board level are to:

• Liaise with finance staff and with the organisation’s independent examiner or auditor, in order to ensure that the organisation keeps proper accounts, in compliance with Companies House and Charity Commission regulations.

• Chair the finance sub-committee meetings, who are responsible for: -

• Reviewing the organisation’s financial performance.

• Reviewing policies for finance and investment.

• Ensuring that the organisation has robust and effective financial controls in place.

• Report on financial matters to the management committee.

The treasurer will share these responsibilities with the finance sub-committee, and staff will carry out day to day finance functions.

Other information:

·Expenses: paid in accordance with the Leeway volunteer expenses policy and following provision of receipts

·Insurance Cover: Trustee Indemnity Insurance in place

·Training: Trustee induction and ongoing training

·Recruitment method: Application form and skill-based Interview process

Applicants must support and have awareness of the aims and purposes of Leeway Domestic Violence and Abuse Services. 

The DSM Foundation is seeking a new Treasurer to join our active and supportive Board of Trustees. This is a voluntary role requiring approximately 5-6 hours per month (in addition to bi-monthly Board meetings, usually in person in our Purley offices). 

As Treasurer, you will oversee the financial health of the charity and provide strategic advice to support sustainable growth. You’ll work closely with our Head of Operations, Chair, and management accountant to ensure sound financial governance. 

We’re looking for someone with experience in finance, accounting or budget management—and a passion for helping young people thrive. 

If you believe in empowering young people through honest, balanced education and want to make a tangible difference, we’d love to hear from you. 

Deadline for applications: 5pm Friday 12th September.  

EHRAC is a team of experts in international human rights law and international mechanisms. We support and collaborate with human rights defenders in Ukraine and the South Caucasus to litigate ground breaking strategic cases to secure justice and challenge impunity. 

EHRAC’s Advisory Board provides guidance to the Co- Directors on issues of finance, operations, communications and strategic direction, and provides insight and advice on the situation in EHRAC’s target region. 

The Advisory Board member with financial management experience maintains an overview of EHRAC’s financial affairs. They ensure that effective and appropriate financial measures, controls and procedures are in place and provide support to EHRAC’s finance and grants team on an adhoc basis.

As well as attending the main meetings of the Advisory Board, they will join the Subcommittee, which consists of three Advisory Board members and meets quarterly (online or in person).

SAIL Derbyshire delivers a range of specialist support services for adult survivors of sexual abuse, incest, and sexual violence. Our trauma-informed approach is client-led, inclusive, and rooted in empathy.Our mission is to enable survivors of current and historical sexual abuse and incest to live safe lives in which they can recover and thrive. We believe in empowering individuals through empathetic, non-judgmental support tailored to their unique needs.

We are seeking a new Treasurer for our experienced governing body. Our Board of Trustees is central to the work of SAIL, taking responsibility for ensuring that the charity operates properly and effectively.

What will you be doing?

Working with the Finance Officer and the senior management team, our Treasurer will play an important role overseeing the presentation of budgets, internal management accounts and annual financial statements to the Board of Trustees. They will also keep the Board informed about its financial duties and responsibilities and liaising with the Finance Officer and Director to develop the financial understanding of the Board of Trustees.

What are we looking for?

Treasurer Characteristics

 Essential 

We are looking for a person willing to bring energy, enthusiasm and commitment to the role and who will broaden the diversity of thinking on our Board. You do not need previous governance experience – we will provide a full induction and training. 

You'll be a finance professional with experience of bookkeeping standards, financial controls and processes, annual accounts production, budgeting and cash flow forecasting. A clear communicator with the ability to bring the financial information alive to non finance specialists. 

You will also be willing to play an active role in areas such as forecasting, setting budgets, liaising with auditors.You'll have the skills to analyse proposals and examine their financial consequences and a  willingness to be available to give financial advice and answer enquiries from any staff or volunteers on an ad hoc basis. 

Essentially, you'll be committed to the purpose, objects and values of the organisation and be able to maintain confidentiality on sensitive and confidential information.

Join a pioneering organisation advancing research and education on psychoactive substances. We're seeking active trustees with experience in communications, fundraising, finance, strategy and lived experience.

Drug Science is at a pivotal point of development. Having established a strong track record in pioneering psychoactive research and advocacy, the board and team are considering what should be the focus and goals for the coming years. The new trustees will help to shape and drive this, playing an active role in Drug Science's future and successes.

Founded in 2010 by Professor David Nutt following his removal from his post as Chair of the Advisory Council on the Misuse of Drugs, Drug Science is the only completely independent, science-led drugs charity, uniquely bringing together leading drugs experts from a wide range of specialisms to carry out ground-breaking research into drug harms and effects.

Who We Are

We’re Causeway, the UK-wide charity who believes in the power of lasting change. We take people from existing to living, and empower our service users, including survivors of modern slavery and exploitation, to find their voice and place in society. Since 2005, we have expanded across multiple regions and now provide accommodation and outreach support to hundreds of survivors of modern slavery every year. In 2018, we launched LifeNavigate, a trauma-informed programme committed to breaking the cycle of crime, collaborating alongside organisations including Her Majesty’s Prison and Probation Service and South Yorkshire Police. Our vision is to ensure a thriving future for marginalised and vulnerable people, and it would not be possible without our dedicated team of staff and volunteers. Causeway Charitable Services delivers support operates across the United Kingdom. Our head office is based in Sheffield, with other offices in Liverpool, Manchester and Sunderland.

Role Summary

How this role fits into the vision and objectives of Causeway

Our trustees bring strategic oversight and direction; to ensure Causeway is true to its purpose and effective in its strategic objectives, whilst ensuring all governance responsibilities are fulfilled. They champion the people we support, promote the charity and its work and bring expertise to purposefully develop Causeway and its impact.

The role of Treasurer brings to our Board Financial acumen, experience and understanding of charity finance and will be a supportive sounding Board for the Senior Executive team in relation to Strategic Financial planning.

Who are we looking for?

We are looking for an outstanding new Treasurer who shares our values and brings energy, expertise and a strategic mindset. We are particularly looking for our Treasurer to have:

· A relevant accounting qualification.

· Experience of charity accounting and relevant accounting standards.

· Ability to maintain overview of the financial affairs of the charity, ensuring its viability and proper financial records and procedures.

· A confident networker who will bring relevant connections and facilitate introductions for the benefit the charity.

It is important that trustees reflect our geographical reach in the North, and that we have diversity of knowledge, experience and background on the trustee board. If you have lived experience relevant to our work or can bring a perspective that is under-represented, we strongly encourage you to consider applying.

The role of the Trustee

The Charities Act 1993 defines charity trustees as those responsible under the charity’s governing document for controlling the administration and management of the charity.

Our board of trustees have shared responsibility for the overall governance, financial health and strategic direction of the charity, developing its organisational aims, objectives and goals in accordance with the governing document, legal and regulatory guidelines.

In addition to the statutory duties, each Trustee uses their specific skills, knowledge and experience they have to help the Board of Trustees reach sound decisions and support the Chief Executive and Senior Leadership Team in delivering the charity’s mission.

As a Trustee of Causeway’s board, you will have the opportunity to help govern a growing organisation, knowing that your time will go some way towards helping people most in need, to go on to lead good, happy and successful lives.

Job Description

Role Title: Treasurer and Chair of Finance, Audit and Risk Committee

Salary: Voluntary (Trustees can claim out of pocket expenses incurred in travelling to meetings)

Location: Applications are welcomed from applicants across the United Kingdom.

Closing date for applications: Rolling.

We aim to make trustee appointments by 30th November 2025. Roles will be provisionally offered, before being finalised subject to DBS check, references and due diligence check, in line with our Safer Recruitment policy.

Interview Date: w/c 3rd November

Responsibilities

The role of the Board of Trustees is to receive assets from our partners and donors, safeguard them and apply them to the charitable purposes of Causeway. The trustee board must always act in the best interests of the charity, 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.

Specific responsibilities as Treasurer and Chair of FAR

· To ensure that the organisation complies with its governing document and its own financial rules, charity law, company law, and other relevant legislation or regulations.

· To ensure that adequate financial procedures and controls are in place and that the organisation operates within a sound financial framework.

· To advise the Trustees on the financial implications of their strategy and policy objectives, and ensure appropriate financial risk management and reserves policies are in place.

· To lead the creation and chairing of the Finance, Audit and Risk Committee on behalf of the Board of Trustees, and to attend the Remuneration Committee.

· In association with the Chief Executive Officer and Head of Finance, to ensure that all financial dealings are properly accounted for, including grants and restricted funds.

· To lead the production of an annual budget, propose its adoption to the Board, and monitor performance against the budget with support from the Chief Executive Officer and Head of Finance.

· To liaise with the Chief Executive Officer and Head of Finance to ensure timely, comprehensive and accurate financial information is provided to the Trustees (e.g. balance sheet, cash flow, bank balances, fundraising performance, reserves reporting).

· To discuss the auditor's report and annual accounts with Trustees at the Annual General Meeting and manage the process of appointing auditors.

To be involved in closely managing the organisation’s investments, and provide tax and investment advice where necessary, with attention to pensions provision.

The legal responsibilities of a trustee are to: 

· Ensure that Causeway complies with its governing document, charity law, company law and any other relevant legislation or regulations

· Ensure that Causeway pursues its objects as defined in its governing document

· Ensure Causeway applies its resources exclusively in pursuance of its objects

· Contribute actively to the board of trustees by providing strategic direction, setting overall policy, and defining goals and targets

· Ensure the financial stability of Causeway

· Safeguard the good name of Causeway, scrutinise board papers and other key communications

In addition to the above statutory duties, each trustee will use their specialist skills, knowledge and experience to identify key issues, provide advice and guidance to the Chief Executive Officer and Senior Leadership team, and help improve the decision making of the Board.

· Our trustees will seek to promote Causeway, drawing upon their strategic contacts and networks and supporting fundraising efforts in order to maximise the charity’s impact and brand.

Trustee Criteria (skills and expertise)

Each trustee must be:

· Support and provide advice on Causeway’s purpose, vision, goals and activities.

· Approve operational strategies and policies and monitor and evaluate their implementation.

· Oversee Causeway’s financial plans and budgets and monitor and evaluate progress.

· Ensure the effective and efficient administration of the organisation.

· Ensure that key risks are identified, monitored and controlled effectively.

· Review and approve Causeway’s financial statements.

· Provide support and challenge to the CEO in the exercise of their delegated authority and affairs.

· Keep abreast of changes in the landscape that Causeway operates in

· Contribute to regular reviews of Causeway’s governance.

· Attend Board meetings, adequately prepared to contribute to discussions.

· Use independent judgment, acting legally and in good faith to promote and protect Causeway’s interests, to the exclusion of their own personal and/or any third-party interests.

· Contribute to the broader promotion of Causeway’s objectives, aims and reputation by applying your skills, expertise, knowledge and networks.
 

Person Specification

· Enthusiasm for Causeway’s vision and mission.

· Understanding of the legal duties, responsibilities and liabilities of trusteeship in the UK charity sector.

· Able to demonstrate strategic vision and think creatively.

· Relevant experience and knowledge of managing finances.

· Experience and knowledge of current practice relevant to charities or SME finance.

· The skills to analyse proposals, examine their financial consequences and make concise recommendations.

· A recognised financial and/or accounting qualification would be highly beneficial but is not a prerequisite.

· Ability to analyse financial data and communicate findings clearly to non-financial stakeholders

· Willingness to be available to employees with financial responsibilities on a scheduled or ad hoc basis to provide advice and answer queries.

· Willing to speak their mind and exercise independent judgement, whilst operating with tact and diplomacy.

· Ability to work with others in a way that supports positive board dynamics.

· Ability to represent the organisation credibly externally.

· Availability and commitment to perform the role and dedicate the time required to fulfil the role.

Diversity

All applications are welcomed regardless of age, gender, ethnicity, sexual orientation, faith or disability. Causeway is particularly keen to further diversify the Board and ensure that it is representative of those we support. We particularly welcome applications from Black and racially minoritised, LGBTQ+ individuals and/or disabled candidates who are currently under-represented on our board. All appointments will be made on merit, following a fair and transparent process. In line with the Equality Act 2010, however, the organisation may employ positive action where candidates from underrepresented groups can demonstrate their ability to perform the role equally well.

Minimum Time Commitment

Location

Causeway board meetings are held in person and online.

Hours/time-commitment

This is a voluntary position, but reasonable expenses are reimbursed.

The overall time commitment for the Treasurer is expected to be around 1-2 days per month.

There are four full board meetings a year that last approx. 2 hours, outside regular office hours.

There will be a quarterly commitment to the FAR committee once established.

Papers for meetings are distributed 10 working days (plus a weekend) in advance of meetings.

As part of induction, trustees are expected to read relevant policies and complete induction training, which includes an introduction to our services, safeguarding, information governance, and EDI.

Trustee

Royal Trinity Hospice

Clapham, London SW4

Trinity, the UK’s oldest hospice, was founded in 1891, and we have been an innovator and a leader in the hospice sector ever since.

Today, we provide expert specialist palliative and end of life care to over 2,500 patients each year from our state-of-the-art inpatient unit and in the community across seven central & south London boroughs.

In August 2019, the Care Quality Commission rated our care as Outstanding, and the impact of our new clinical model of care introduced in 2022 was recognised with a national Palliative and End of Life Care Award in 2025.

We are renowned for our patient-centred care and have an optimal nurse-to-patient ratio. This allows us to focus on high-quality nursing standards, giving clinicians the time and space to deliver the patient care that inspired them to join the profession.

We are an ambitious and forward-looking organisation with a clear strategic vision, with the goal of reaching even more people in our community who would benefit from our care.

We are working to do this within the context of the national hospice funding crisis and have a creative and robust financial plan to continue expanding our offer to beneficiaries.

This is an exciting time to be joining our organisation. We are looking for two trustees to join our Board, who will bring financial expertise, particularly in investments and fundraising, with the view that one individual will become the new Honorary Treasurer.

By joining the Board of Trinity, you’ll be joining a dedicated team with a shared ambition to provide the best quality care for our patients, helping them to make the best of every moment.

Potential Trustees should be able to demonstrate they have the following:

• Commitment to the charity and its vision and charitable objectives • Strategic vision suitable to support the charitable objectives

• Ability to make independent judgements and think creatively

• Understanding and acceptance of the legal duties, responsibilities and liabilities of charity trusteeship

• Ability to work effectively in a team

• Willingness to devote the necessary time and effort, including 10 meetings a year (4 Board; 4 sub-committee meetings; 2 Board Away Days)

• Willingness to attend fundraising and awareness raising events on behalf of the charity at least three times a year.

Our meetings:

• Our Board meetings are held four-times per year on Tuesday evenings, 17.00-19.00, in person at the hospice

• We run two whole-day Board Away Days each year to provide additional time for strategic discussion and trustee development

• We have four Committees which all meet four-times per year, with meetings on Tuesday afternoons and evenings, and Wednesday evenings 

For an informal chat or visit please contact Alexandra Letellier (Executive Office Manager) 

Closing date for applications: Sunday 12 October 2025

Interview and stakeholder panel: Thursday 30 October 2025