Financial planning volunteer volunteer roles in liverpool, merseyside

About Access Academia

Access Academia is the charitable umbrella which was created out of the creation of the student-led publication, the Journal of Intersectional Social Justice. When Journal of Intersectional Social Justice (JISJ) was created, there were not any expectations for the project to be any more than that: a student-led academic publication. However, as it rolled on, attention for the project widened and it began to cover other topics and get involved in other realms of knowledge sharing, activism, and content creation. The creation of the seminal Access Series on the Intersections blog springboarded the idea for the JISJ to turn into something much more than a simple academic publication. Now as we have restructured the JISJ into Access Academia, we are finalising our official registration as a charitable incorporated organisation (CIO) in the UK. 

Our core purpose is to Make Academia More Accessible. We plan to accomplish this by many different avenues, as obviously it is a very wide-ranging goal! The main ways we plan to do this are through encouraging Open Access academia and knowledge sharing through the Access Series, expanding the themes covered on Intersections with additions such as Mental Health Mondays and Colonialism in Subject, creating accessible content across our social media platforms which encourages truthful and accurate knowledge sharing and activism, running research events to encourage students to publish and interact with academia, covering inside stories of academia, running student engagement programmes to try and make academia less of an Ivory Tower, and much more!

What is a Volunteership?

A volunteership is a unique hybrid opportunity that combines elements of volunteering and interning. Participants commit to working with a charity or nonprofit organization for a specified period of time, fulfilling a set of responsibilities and expectations. In return, they gain valuable experience, receive a letter of recommendation, and are offered LinkedIn endorsements. Additionally, they may have the chance to continue working with the charity through future hiring cycles as long as they remain a student. This experience provides both personal fulfillment through giving back to the community and professional development for future career opportunities.

Volunteership: Content Writer
Duration: May to August 2025
Eligibility: Must be currently enrolled as a student

Requirements:

• Currently enrolled in an undergraduate or postgraduate program.

• Strong interest in writing, critical analysis, and reserach.

• Excellent writing, editing, and proofreading skills with attention to detail.

• Ability to write clear, engaging, and well-researched articles for various audiences.

• Ability to meet deadlines and manage multiple writing assignments.

• Passion for contributing to social impact and supporting charitable initiatives.

Duties & Responsibilities:

• Content Creation:

  • Write a minimum of 2 written articles per month for the charity’s blog, Intersections, newsletter, or other communication channels.

  • Research and produce content on topics that align with the charity’s mission and goals.

  • Produce a minimum of 1 Access Series article per month.

  • Ensure that all written materials are on-brand, consistent in tone, and relevant to the target audience.

• SEO & Optimization:

  • Apply SEO best practices to all written content to maximize reach and engagement.

  • Optimize articles for readability, clarity, and search engine visibility.

• Editing & Proofreading:

  • Review and revise your own content, as well as provide feedback on content produced by others.

  • Ensure all content is grammatically correct, coherent, and polished before publication.

• Collaboration & Teamwork:

  • Collaborate with internal teams and volunteers to ensure a consistent upload schedule.

  • Contribute and attend all meetings for the Content Creation Team and directions from the Director of Content Creation.

  • Meet all given deadlines on time and consistently.

What You’ll Gain:

• Hands-on experience in content writing, storytelling, and digital marketing.

• Opportunities to build your research portfolio with real-world projects that align with a meaningful cause.

• Certification of participation at the end of the volunteership.

• A letter of recommendation upon successful completion of the volunteership.

• LinkedIn endorsements and the chance to be considered for future hiring cycles with the charity.

Are you looking for a volunteering role that supports the impact of the whole third sector? Infrastructure charity DataKind UK is looking for new members to join our Board of Trustees, including a Chair and Treasurer.

DataKind UK is a small charity with a vision for a strong, thriving third sector that embraces data use to become more impactful. We connect third sector organisations with data professionals to improve their decision making, problem solving, and working practices, by applying data science approaches to sector-wide challenges.

We’re looking for enthusiastic and supportive individuals to fuel our mission and direction by providing oversight of our operations, supporting with major decision-making, and advocating for our work and cause.

Being a trustee is a great way to give your time to a cause you care about, broaden your network, and develop your strategy and governance skills and knowledge. We particularly welcome applications from black, Asian, and minority ethnic candidates, LGBTQ+ candidates, and candidates with disabilities, as we would like to increase the representation of these groups in our community.

How to apply

To apply, please read our candidate pack for more detail and send a 1-2 page cover letter outlining what you would bring to the role based on the skills outlined in the candidate pack, especially highlighting if you are interested in the Chair or Treasurer role, along with your CV, by Monday 2 June.

Initial screening calls will take place during the week commencing Monday 9 June.

Interviews will take place on the 17, 18, and 19 June 2025, with the aim of new members being recruited and onboarded for the following board meeting in August.

Please read the attached Trustee Information Pack for more detail

As a Trustee, you will play a crucial role in the governance and strategic oversight of the charity, ensuring that we operate effectively, achieve our mission, and comply with all legal and regulatory requirements. Trustees are collectively responsible for safeguarding the charity’s assets, ensuring they are used exclusively to further our objectives, and overseeing the charity’s financial health, including budgets, financial controls, and reporting. Acting with integrity and in the charity’s best interests is at the heart of the role.

To strengthen our board and support the growth of our charity, we have identified three key areas where additional expertise is needed:

• Marketing
• Legal
• Fundraising

Each of these areas play a vital role in helping us achieve our mission, enhance our impact, and ensure the charity’s sustainability for years to come. In the attached Recruitment Pack, we have outlined individual role profiles for each of these specialisms.

We welcome candidates from diverse professional backgrounds who share our commitment to supporting those affected by Body Dysmorphic Disorder. If your current or previous skills or experience align with any of these profiles, we encourage you to apply and join us in driving meaningful change.

Overview:

The Vice-Chair will provide governance and strategic support, ensuring strong board engagement and external advocacy. This role focuses on maintaining board effectiveness, stakeholder relationships, and operational oversight while assisting with non-financial fundraising initiatives.

Key Responsibilities:

Governance & Board Leadership:

• Work closely with the Chair to oversee governance and compliance.

• Ensure trustees are engaged, informed, and fulfilling their roles effectively.

• Chair board meetings in the Chair’s absence and ensure inclusive decision-making.

Fundraising & Stakeholder Engagement:

• Assist in developing and executing fundraising strategies.

• Represent CWV at external meetings, networking events, and with donors.

• Support the development of partnerships with businesses and local organisations.

• Encourage board members to contribute actively to fundraising efforts.

Operational & Team Support:

• Monitor team morale and performance, ensuring an efficient work environment.

• Assist in volunteer recruitment and structuring their roles effectively.

• Support the Operations Manager and Coordinator in streamlining organisational processes.

Qualifications & Skills:

• Experience in governance, strategic planning, or nonprofit leadership.

• Strong communication, organisational, and problem-solving skills.

• Background in fundraising, stakeholder engagement, or nonprofit operations preferred.

• Passion for community work and empowering young people.

Join Our Board of Trustees and Help Drive Positive Change!

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

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

Last year, we:

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

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

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

Who We’re Looking For

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

We are particularly interested in individuals with:

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

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

What’s Involved?

As a Trustee, you will:

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

��Participate in one annual trustee development day

��Have opportunities for further involvement in shaping our work

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

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

The Network of Wellbeing (NOW) is looking for two new Trustees to guide and support the NOW team (above). We’re particularly keen to find someone to act as our Company Secretary and another to advise and guide the management of our staff and volunteers. Do you think you could help? If so, we’d love to hear from you. The roles are unpaid but immensely rewarding. 

The Network of Wellbeing connects people, supports projects and inspires action for the wellbeing of people and the planet. We would love to bring on board two new Trustees who care passionately about our vision of people and the planet thriving together.

Trustees play an essential role in any charity and the Network of Wellbeing is no exception. Trustees are the supreme governing body in a charity. They determine its aims, its strategy and oversee all its operations. They are responsible in law for ensuring that it delivers its charitable objects.

Trustees also bring vital skills and experience to the charity’s management. We have reviewed the expertise and roles played by our existing Trustees – and found that they have strengths in business development, charity governance and environmental sustainability, to name but a few. They use their knowledge – and their wisdom – to guide the staff and inform key strategic decisions – and our existing Trustees gain a deep sense of joy and fulfilment from the role they play.

We are now looking for two new Trustees to complement and strengthen our existing Board. We are especially keen to find:

• someone to be our Company Secretary: This person will be responsible for:
  • advising Trustees and the Director on corporate governance and financial management;
  • overseeing the preparation of agendas and the taking of accurate minutes;
  • keeping up to date with regulatory or statutory changes and policies that might affect us;
  • liaising with our auditors, Companies House and the Charities Commission.
• someone to advise on and guide the management of our team of staff and volunteers. This would include:
  • advising Trustees and the Director on all matters relating to the management of staff and volunteers;
  • ensuring we have an up to date suite of policies and procedures;
  • guiding the management of the staff, including on pay, to ensure maximum effectiveness.

Trustees have the opportunity to use their skills and experience to help others and to further a cause they are passionate about – something wellbeing experts argue is key to living a meaningful life.

The commitment is four two-hour meetings per year – three of which meetings which are held online. We also like our Trustees to come and see us annually (in Devon) in person at least once.

We are committed to diversity, fairness and inclusion – and to building wellbeing together for everyone. We’re therefore keen to diversify our existing Trustee group to ensure it more broadly reflects the diversity of people in the UK. With that in mind, we’d welcome applications from people from a range of different backgrounds and experiences.

Could you be a Trustee of the Network of Wellbeing? If you are interested, please see here for the role profile and details on how to apply.

All applications will be considered by a panel of Trustees with advice from the Director.

OneSpirit Interfaith Foundation was established as an educational charity in 2003. Our aim is to develop spiritual awareness and to support people of all faiths, and none, by delivering a range of training programmes that allow open-hearted adults to serve their chosen communities through Ministry, Spiritual Counselling and in supporting life’s transitions. Our interfaith ministers bring unconditional love and radical commitment to members of the public through ceremony, ritual, spiritual counselling, and other methods of support.

We are seeking new trustees, with a focus on marketing and/or legal experience, with a commitment to the vision and purpose of the organisation to join our board. Trustees are appointed for a term of 4 years and are essential to the progress and growth of our organisation.

Organisational purpose:

To benefit the public by the education of mature adults in:
• the core principles of the world’s religions, faiths, and spiritual traditions;
• principles and methods of forgiveness, reconciliation and peace-making;
• and the practice of non-denominational spiritual and pastoral service in the community.

Our Vision

is a world in which humanity awakens into an inclusive global spirituality that encompasses us all in the field of love and life.

Our Mission

is to work towards evolving consciousness in the world, by facilitating open-hearted people to awaken to inner leadership and their capacity for forgiveness, reconciliation, and peace-making.

Ideally, you will have experience working in a not-for-profit organisation and will be passionate about spiritual life and faith-freedom. We would particularly love to hear from anyone with experience of Human Resources, Adult Education, Financial Management, Fundraising, Legal, and IT.

Formal trustee meetings take place with senior staff quarterly, and we hold up to nine trustee-only meetings annually. To ensure our work is collaborative, we also have an annual two-day gathering of trustees and the wider leadership team. All trustees are volunteers, with expenses available for travel to and from meetings and other incidental expenses where applicable. Please note that meetings are currently being held via Zoom.

We have a strong commitment to diversity and aim to reflect the diversity of the communities we work with on our Board of Trustees. We welcome all candidates irrespective of sex, gender, sexual orientation, marital or civil partnership status, race, nationality, ethnic or national origin, culture, religion, age, responsibilities for dependants, physical/mental disability (“protected characteristics” as per the Equality Act 2010), economic status or offending background.

We welcome both OneSpirit ministers and candidates who are not OneSpirit ministers.  However, we expect all candidates to adhere to OneSpirit’s code of ethics.

Founded in 1997, the Islington Centre for Refugees and Migrants provides a place for refugees, migrants, and people seeking asylum to rebuild their life with support and community. From classes to casework to financial assistance, the Centre has a wide offering available for our community of over 200 people. Our approach is compassionate and human and the support we offer is long term - on average people stay with us around four years.

The current Board brings a wide range of charity and public body experience including strategy and fundraising and we are looking for skills to both enhance and complement these strengths.

The Centre has a dedicated and talented staff team led by our CEO, Andy Ruiz Palma, who joined in 2000 as an English teacher. In addition to this staff resource we have around 40 volunteers who provide direct support through activities. We also have in place accountancy support to the executive and a dedicated fundraising team.

We are looking for people who can demonstrate a strong empathy with our client group and who understand how to work with organisations rooted in a local community. You will bring excellent people and communication skills and demonstrate good team-working.

You will demonstrate this through your experience working with marginalised communities (either in a frontline operational role, a policymaking role, or on the Board of another organisation) or personal lived experience as a member of a marginalised community.

We are open to applications from people looking for their first Trustee role or who may not have considered being a Trustee before and will provide mentoring to help trustees find their feet.

We are looking to recruit 2- 3 new trustees and have a strong preference for any of the following or a combination of these skills:

• Finance/Accountancy qualification – we have an excellent Treasurer Trustee and are looking for a deputy
• HR
• Fundraising
• IT/Data management
• Lived Experience as a refugee or migrant

This is an exciting time in our growth as we look to grow our governance systems, build on our successes and ensure we are a radical, dynamic organisation rooted in our anti-racist and anti-oppressive values.  We are looking for a new Treasurer for our Trustee board, to join us and help lead and shape the future of the organisation.

Join us as Dog A.I.D.'s new Honorary Secretary and you would be joining the Board at an exciting time as we have launched the charity’s Strategic Plan with a new CEO supported by a small but strong team, which we will be building further this year. As Honorary Secretary you would be using your skills and experience to support the leadership and strategic direction of our charity as we look to achieve ambitious strategic growth targets over the coming years, becoming a larger, more robust charity with increased profile and reach.

Dog A.I.D. empowers physically disabled people by coaching them to train their own pet dog to become an accredited Assistance Dog. By focusing on the existing pet/owner bond, outcomes for our clients include:

 · increased independence and self-confidence

· improved mental well-being

· reduction in social isolation

· reduced reliance on family members and/or carers.

· increased opportunities, with many of our clients being able to return to work or education, supported by their accredited Assistance Dog.

We are looking for an active and well-organised Secretary who can provide support for our governance functions. You will be required to attend and minute online quarterly Board meetings and other ad-hoc meetings and strategic discussions.

We are looking for individuals to join our Board in 2025. In recent years we’ve increased and diversified the membership of the Board including the launch of our Associate Board Member programme in 2023. We are looking to continue this work with dynamic and committed people to support further growth and development, building on our achievements.

We want to recruit new Board Members, alongside an opportunity for two Associate Board Members.

Being a Board Member

Board Members play an integral role in providing robust governance and stewardship, in externally supporting future development through advocacy with regional, national and international stakeholders, potential funders and partners from the public and private sectors. Board Members benefit from working with a small, creative and enthusiastic team on the strategic development of the organisation.

What is an AND Associate Board Member?

We have developed a 12 month programme for two Associate Board Members. These roles will work alongside the AND Board of Trustees, and have been designed as a development  programme aimed to support potential candidates who do not yet have (sufficient) board-level experience, or the required availability, but have the passion and potential to be a future AND Board member.

The Associate Board Member roles have been created to support individuals who are currently under-represented in the cultural sector, providing greater access to training opportunities, and to add further diversity and richness of perspective to the organisation.

Associate Board Members will:

• bring unique experience from their field of expertise 
• share our passion for new ideas and artforms
• place inclusion and engagement at the heart of our culture and vision
• be provided with relevant shadowing, mentoring or training opportunities to support their skills development over 12 months
• attend quarterly AND Board meetings (without legal responsibility or voting rights) 
• have the opportunity to apply to become a Board Member after 12 months

It is not necessary to have governance/board-level exposure or experience, but a general understanding of how boards work is required.

If you feel that you don’t quite meet the person specification in the recruitment pack but you’re excited and interested in the opportunity, please get in touch following the application process outlined below.

Joining the AND Board as a Trustee

We are currently looking for individuals to join the AND Board with experience in the following areas: 

• Strategic Regional Public Sector Knowledge
• Environmental Sustainability
• Charity Finance 
• PR / Digital Communications
• Regional commercial business knowledge across the creative sector, immersive and digital technologies

This isn’t an exhaustive list, and we’re interested in hearing from anyone who believes they have skills or experience to positively contribute to the organisation. We’re also looking for candidates interested in exploring a Vice Chair role with a view to future succession planning for AND Chair. We’re committed to opening up opportunities to people who are currently under-represented in the cultural sector, and we particularly welcome applications from candidates from ethnically diverse backgrounds, Disabled candidates and candidates under 30.

What is it like to be on the AND Board?

Read an interview with our Trustees Sam Bompass and Katie Moffat about being on the AND Board.

About AND

AND is an arts organisation known for creating radical, site-responsive projects at the intersection of art, technology and digital culture.

Working across the UK and internationally, AND commissions artists to explore the social, environmental and ethical implications of emerging technologies. Our portfolio includes large-scale outdoor artworks, exhibitions, research programmes, residencies, online projects and our flagship AND Festival — a nomadic biennial bringing cutting-edge digital experiences to diverse locations.

Our work often takes place in unexpected settings, from post-industrial towns to natural landscapes, creating space for bold experimentation and critical reflection. At our core, we champion interdisciplinary collaboration and are committed to inclusive, sustainable practices that challenge what is considered ‘normal’ in culture today

Practical Details

AND’s Board currently meets for a minimum of four times a year, through a mix of online, and in person meetings in Manchester (UK). There are additional, occasional meetings and sub-committee groups which can be attended via video call. We are particularly interested in hearing from North-based candidates, especially those with regional public sector or commercial business expertise, although we are open to applications from candidates from across the UK.

This is an unpaid role. You’ll need to commit around a day a month to the role. AND will reimburse reasonable travel expenses to meetings in full.

How to apply

• Read our AND Board Membership Recruitment Pack or our AND Associate Board Membership Pack
• If you’d like to speak informally about becoming an AND Board Member or Associate Board Member, you are welcome to request a conversation by Friday 30 May 2025
• Following this, we ask for a CV along with a short written statement (max 1 page) / video (max 3 minutes) to be submitted by Midnight Sunday 22 June 2025 with AND BOARD MEMBER ROLE or AND ASSOCIATE BOARD MEMBER ROLE as the subject field.
• Complete an Equal Opportunities Form (submitted anonymously)

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).

This is an exciting opportunity to play a key role in the start up of a new charity that seeks to create a wide reaching operational activity that develops employment and volunteering opportunities that truly take in to account all neruodiversity and ensuring that people feel they are valued in their role as well as reducing working hours while not reducing salaries.

We are very much a new concept within the charity and business world, what we aim to do is not focus on just one business activity and force people to work within it but to grow along side our teams and develop new business opportunities based on the skill sets and abitions of our teams.

Below are the details of the general responsibilities of a trustee within Living Reasons and the 12 areas we wish to recruit trustees in so that we can start to develop the charity more and start the process of registering and ultimately launching the charity within the next 12 months.

Nonspecific trustee criteria (all trustees must meet this criteria)

1) Ability to understand how the charity works in the public interest and ensure that all activities the charity carries out always fulfil this requirement. Bringing in to question any activities that may not fall within the charity’s public interest obligation, to the other trustees.

2) Agree with and agree to always work within the charity’s governing document and within the law. Making sure that the charity always operates within the governing document and within the law.

3) Act within the charity’s best interests by agreement within the other trustees on the board and following all trustee processes including decision making and voting. Avoid conflicts of interest with the operation of the charity and bring any potential conflicts of interest, to the attention of the trustee board as soon as possible.

4) Manage the charity’s resources responsibly, including ensuring the charity’s assets are used for the charity’s purpose, not take any inappropriate risks, do not over commit to the charity, taking special care when investing or barrowing and ensure the charity complies with any funding restrictions.

5) Always act with reasonable care and skill.

6) Ensure that the charity is always accountable, ensure that the charity is able to demonstrate it is compliant in law, well run and effective. Where responsibility has been delegated, trustees must ensure that the charity still remains accountable.

7) Must not be an undischarged bankrupt or be in an IVA.

8) Must not have any unspent convictions or be on the sex offenders register.

9) Must not be banned from being a company director or trustee.

All trustees will be required to attend 1 full board meeting every quarter which may be in person or over online video calling.

1 additional meeting annually that will also be at the same time as the annual general meeting must be attended.

There may be further meetings if you are on other committees or are voted on to the executive board of trustees (this is not mandatory and is a further voluntary commitment that you can nominate yourself for election).

We are looking for 12 trustees in total, once we have key trustee roles filled, we will then register the charity and move forward as we continue the recruitment process. The three main trustees we would like to have in place before registering the charity are: Operational, Financial and Income Generation. This does not mean we are not recruiting the other 9, we just won't register until after people with these skills have been recruited. Below are the twelve areas of knowldge we would like to gain trustees in. These cover all aspects of the activities the charity will carry out:.

1. Operational – overall knowledge of the day to operation of the organisation

2. Financial – an understanding financial planning and reporting

3. Creative & events

4. Research

5. Income generation

6. Education

7. Human Resources

8. Services

9.    Outreach (Social Media & Marketing)

10.     Legal

11.    Health

12.     Volunteering

This is a brand new idea and concept for a charity and business activity and requires a team that are forward thinking and are not restrained by previous ways of working, putting people at the heart of what we do, this is a charity that is supply a service for people who have struggled in the work environment as it is but will be directly generating the income for the charity as well, our service users will be our employees, trainees and volunteers and that needs to be seen as a positive move forward by anyone involved in the charity from day one.

If you would like to be part of a new and innovative way of working, please submit a CV and Cover Letter explaining which trustee role you would be interested in and why this role would be suitable for you. 

Jason, the person starting this charity has autism, ADHD, as well as mental health issues and physical conditions that are dibilitating and has spect 20 years in the charity retail industry and has loved his time working in them but has found it increasing more difficult to work in the environment due to, what he considers undue and unnecessary pressures that hinder rather than help the charity sector to reach its full potential and he feels that, key to changing this for the better is understanding the neurodiversity of humanity and catering for it in the workplace. This is how Living Reasons was developed as an idea and now he needs to find people to bring the idea to life. 

Becoming a Trustee

Thank you for your interest in becoming a Trustee with Citizens Advice Cheshire West. This information pack should provide you with useful and important information about our organization and what it means to be one of our Trustees. 

Citizens Advice Cheshire West Aims 

• To ensure the right advice for everyone, ensuring people do not suffer because they do not understand their rights and responsibilities, or because they are unable to express their needs effectively.
• To improve the policies and practices that affect people’s lives by campaigning about issues that affect our clients and influencing decision-makers locally and nationally.

Our vision

• To be THE go-to charity for advice & support in Cheshire West

Our mission

• We advise, support and empower people to improve their lives
• We are accessible and known to all for the best, impartial advice
• We influence policy for a more equal and inclusive society

Our values

• We care about what we do and the people we work with
• We champion justice, fairness and equality
• We adapt to keep pace with a changing world

What skills/experience do you need to have?

You don’t need any specific qualifications or skills but you’ll need to:

• Understand and accept the responsibilities and liabilities of being a trustee.
• Be non-judgmental and respect views, values and cultures that are different from your own.
• Have good listening, verbal and written communication skills.
• Be able to exercise good independent judgement.
• 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 for your role.

What’s in it for you?

• Make a positive impact for local people by ensuring Citizens Advice Cheshire West is sustainable and able to meet the needs of the community.
• Build relationships with staff, volunteers and other trustees.
• Build on your governance, leadership and strategy skills.
• Increase your employability.

And we’ll reimburse expenses too.

Citizens Advice Service

The Citizens Advice service is made up of national Citizens Advice and a network of around 290 local Citizens Advice members. 

The Citizens Advice service is based on four principles:

• Independent - We will always act in the interests of our clients, without influence from outside bodies
• Impartial - We don’t judge our clients or make assumptions about them.  Our service is open to everyone and we treat everyone equally.
• Confidential - We won’t pass anything on what a client tells us, or even the fact they have visited, without permission.
• Free - No client has to pay for any part of the service we provide.

We help resolve people’s problems by accessing a large electronic information system to ensure our clients are given accurate, up-to-date information on their rights and responsibilities. We also aim to change policies and practices that affect our clients, and we call this Research and Campaigns.

What does Citizens Advice Cheshire West do?

Citizens Advice Cheshire West provides general and specialist legal help to everyone in the Cheshire West area.

We give advice to help people overcome the problems they face, in areas such as benefits, debt, employment, housing, relationships and immigration.

We use our knowledge about our clients’ problems to identify trends and campaign to improve the policies and practices that affect people's lives.

We have specialist services including money advice, welfare rights, and energy advice, Help to Claim and Pension Wise service. 

Our local service has over 100 trained volunteers and paid staff.  We deal with over 15,000 clients each year, via face to face interviews, over the telephone and through email & webchat.

Our aim is to provide “impartial advice to everyone on their rights and responsibilities”, irrespective of who they are and what background they are from. We encourage all staff and volunteers to welcome diversity, to respect the individuality of each person and value their contributions.

Everyone that uses or needs our service needs to know that we are free, impartial, confidential and independent. We want people to feel comfortable using our service, know that they can get advice when they need it and receive a good service that meets their needs.

What does a trustee have to do?

• Complete an induction.
• Gain and maintain an awareness of how Citizens Advice Cheshire West operates.
• Read papers for Board meetings and attend 7 meetings per year.
• Be willing to work on projects with other trustees and/or paid staff.
• Attend 1 Trustee Development Day per year.
• Take an active discussion during board meetings and work with other trustees to: 
• set policy and strategy direction, set targets and evaluate the performance of Citizens Advice Cheshire West;
• Make a positive impact for local people by ensuring Citizens Advice Cheshire West is sustainable and able to meet the needs of the community;
• Build relationships with staff, volunteers and other trustees;
• seek the views of all sections of the community and monitor how well the service meets the needs of the local community;
• ensure that the service plans for the recruitment and turnover of staff and volunteers; and 
• review its own work and how effectively it operates including action for improvement.
• monitor the financial position ensuring that it operates within its means and objectives, ensuring that there are clear lines of accountability for day to day financial management;
• ensure that all the finances and supporting financial control systems are in order including that full financial records are kept for all transactions, that money is only spent for the purpose given, and that proper financial controls are in place to safeguard the organisation’s resources;

How much time do you need to give?

• There are at least 5 two-hour Trustee Board meetings per year, usually held between 5pm and 7pm.
• 1 day per year to attend a Trustee Board Development Day.
• Trustees may be asked to attend additional meetings from time to time, including during office hours.

Valuing inclusion

Our volunteers come from a range of backgrounds and we 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.

If you are interested in becoming a trustee and would like to discuss flexibility and how we can support you, please contact us. 

Contact details

If you would like to discuss the role further please contact Nicki Berg, Head of People:

To apply 

To apply, please download and complete our application form on our website.

This role is advertised as part of TPP's Free Giving Back Services. This volunteer advertisement copy has been supplied to TPP and applicants apply direct to the organisation. Please contact the organisation directly if you have any questions about this volunteer role.